Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2017 • EIN 58-1952391

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization ProfileN/A
21 16th Ave NWHickory, NC 28601

(828) 324-7049

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

94th percentile

176%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

58%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$9,489

Up $6,046 (+176%) from 2016

Net Assets

Up

$9,489

Up $6,046 (+176%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin81st percentile

Revenue

Up

$23,301

Up $8,587 (+58%) from 2016

Expenses

Down

$17,257

Down $166 (-1.0%) from 2016

Net Income

Up

$6,044

Up $8,753 (+323%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20K$15K$10K$5.0K$0Assets 2011: $12,426Liabilities 2011: $02011Assets 2012: $6,552Liabilities 2012: $02012Assets 2014: $15,510Net Assets 2014: $15,5102014Assets 2015: $6,152Net Assets 2015: $6,1522015Assets 2016: $3,443Net Assets 2016: $3,4432016Assets 2017: $9,489Liabilities 2017: $0Net Assets 2017: $9,4892017

Highlighted filing

2017

Assets$9,489
Liabilities$0
Net Assets$9,489
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $38,228Expenses 2011: $32,641Net Income 2011: $5,5872011Revenue 2012: $51,283Expenses 2012: $32,305Net Income 2012: $18,9782012Revenue 2014: $40,216Expenses 2014: $32,130Net Income 2014: $8,0862014Revenue 2015: $19,082Expenses 2015: $28,440Net Income 2015: -$9,3582015Revenue 2016: $14,714Expenses 2016: $17,423Net Income 2016: -$2,7092016Revenue 2017: $23,301Expenses 2017: $17,257Net Income 2017: $6,0442017

Highlighted filing

2017

Revenue$23,301
Expenses$17,257
Net Income$6,044
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$45,797
Mission and Program Overview

Mission

Parent teacher association for schools

Program Services

DescriptionGrantsExpenses
PARENT TEACHER ASSOCIATION FOR SCHOOLS-$16,147
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER MILLERPresident-$0--
SALEM WOODVice Preside-$0--
JENNY HINESSecretary-$0--
LESLIE HEFFRONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$10,732$10,732$10,524$208
Fall Fundraiser$10,651$10,651$5,908$4,743
Total Events$29,984$29,984$22,496$7,488
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
58-1952391
Phone
8283247049
Address
21 16TH AVE NW, HICKORY, NC 28601

Signing Officer

Name
Leslie Heffron
Title
Treasurer
Phone
8283247049
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Stephen P Priestley CPA Pllc
Address
200 1ST AVE NW STE 303B, HICKORY, NC 28601-6113
Preparer
Stephen P Priestley
Phone
8288559414
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“School store cost of goods sold 1,530 yearbook sales cost of goods sold 1,973 expenses 315 bank fees 185 classroom enrichment 5,985 computer/technology 3,000 pta hospitality 572 dance team 189 humanitarian 500 5th grade graduation 138 library/media 1,904 school clubs 356 pta dues- council 25 pta dues- national & stat 320 total 16,992”

Raw XML Appendix153 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0APRIL MUMY
IRS990EZ/BooksInCareOfDetail/PhoneNum08283247049
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HICKORY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03445
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09489
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03610
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06044
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt036568
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IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03445
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09489
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03445
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09489
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SALEM WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNY HINES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LESLIE HEFFRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016992
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ASSOCIATION FOR SCHOOLS
IRS990EZ/PrintingPublicationsPostageAmt015
IRS990EZ/ProgramServiceRevenueAmt05610
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARENT TEACHER ASSOCIATION FOR SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016147
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022496
IRS990EZ/SpecialEventsNetIncomeLossAmt014072
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017257
IRS990EZ/TotalProgramServiceExpensesAmt016147
IRS990EZ/TotalRevenueAmt023301
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03610
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04584
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05741
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019064
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt042187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030157
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0153415
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0172479
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt035459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035286
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055937
IRS990ScheduleA/Total509Grp/TotalAmt0172479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt035459
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055937
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0172479
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022496
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08601
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029984
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08601
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029984
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07488
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06064
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022496
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010524
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05908
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL STORE COST OF GOODS SOLD 1,530 YEARBOOK SALES COST OF GOODS SOLD 1,973 EXPENSES 315 BANK FEES 185 CLASSROOM ENRICHMENT 5,985 COMPUTER/TECHNOLOGY 3,000 PTA HOSPITALITY 572 DANCE TEAM 189 HUMANITARIAN 500 5TH GRADE GRADUATION 138 LIBRARY/MEDIA 1,904 SCHOOL CLUBS 356 PTA DUES- COUNCIL 25 PTA DUES- NATIONAL & STAT 320 TOTAL 16,992
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE HEFFRON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08283247049
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0581952391
ReturnHeader/Filer/PhoneNum08283247049
ReturnHeader/Filer/USAddress/AddressLine1Txt021 16TH AVE NW
ReturnHeader/Filer/USAddress/CityNm0HICKORY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0233E7250E68807E0854DDE26091028BB939AC228
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId034CF7F389F84536AF6AC12F8A0AA29DBB695096B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462893888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN P PRIESTLEY CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 1ST AVE NW STE 303B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HICKORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0286016113
ReturnHeader/PreparerPersonGrp/PhoneNum08288559414
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN P PRIESTLEY
ReturnHeader/ReturnTs02017-11-15T08:29:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,489
Liabilities
$0
Net assets
$9,489
Revenue
$23,301
Expenses
$17,257
Net income
$6,044
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$9.49$0.00$9.49$23.3$17.3$6.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$3.44$14.7$17.4$2.71
2015Detailed filing. Detailed filing data is available for this year.$6.15$6.15$19.1$28.4$9.36
2014Detailed filing. Detailed filing data is available for this year.$15.5$15.5$40.2$32.1$8.09
2012Summary only. Only limited summary data is available for this year.$6.55$0.00$51.3$32.3$19.0
2011Summary only. Only limited summary data is available for this year.$12.4$0.00$38.2$32.6$5.59