Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2017 • EIN 58-1952400

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization ProfileN/A
103 School RoadLocust, NC 28097

(704) 961-5500

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

84th percentile

31%

Higher net margin than 84% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$22,742

No earlier filing loaded for comparison.

Net Assets

$22,742

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

$24,993

No earlier filing loaded for comparison.

Expenses

$17,368

No earlier filing loaded for comparison.

Net Income

$7,625

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2017: $22,742Net Assets 2017: $22,7422017Assets 2018: $33,193Net Assets 2018: $33,1932018Assets 2019: $38,771Net Assets 2019: $38,7712019Assets 2021: $42,819Net Assets 2021: $42,8192021Assets 2022: $60,049Net Assets 2022: $60,0492022Assets 2023: $68,035Net Assets 2023: $68,0352023Assets 2024: $91,659Net Assets 2024: $91,6592024Assets 2025: $71,699Net Assets 2025: $71,6992025

Highlighted filing

2017

Assets$22,742
Liabilities-
Net Assets$22,742
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2017: $24,993Expenses 2017: $17,368Net Income 2017: $7,6252017Revenue 2018: $21,681Expenses 2018: $11,230Net Income 2018: $10,4512018Revenue 2019: $19,524Expenses 2019: $13,946Net Income 2019: $5,5782019Revenue 2021: $1,172Expenses 2021: $6,246Net Income 2021: -$5,0742021Revenue 2022: $34,282Expenses 2022: $17,052Net Income 2022: $17,2302022Revenue 2023: $44,149Expenses 2023: $36,163Net Income 2023: $7,9862023Revenue 2024: $52,878Expenses 2024: $29,255Net Income 2024: $23,6232024Revenue 2025: $49,405Expenses 2025: $69,364Net Income 2025: -$19,9592025

Highlighted filing

2017

Revenue$24,993
Expenses$17,368
Net Income$7,625
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.1
Gross Receipts
$65,318
Mission and Program Overview

Mission

To facilitate parental and community involvement in the school in order to improve education for all students.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROJECTS & AWARDS FOR STUDENTS-$5,440
PROVIDED EQUIPMENT FOR SCHOOL-$4,844
PROVIDED CLASSROOM SUPPLIES TO BENEFIT TEACHERS AND STUDENTS-$3,512
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANDI LONGPresidentPT$0--
MISTY GAINEYVice PresidePT$0--
MEGAN GEDDINGSTreasurerPT$0--
HOLLY KNOTTSSecretaryPT$0--
JESSE WATSONTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$30,588$30,588$18,118$12,470
Special Events$28,360$28,360$22,207$6,153
Total Events$58,948$58,948$40,325$18,623
Filing and Contact Details

Filer

Filer Name
Locust School Pta
EIN
58-1952400
Phone
7049615500
Address
103 SCHOOL ROAD, LOCUST, NC 28097

Signing Officer

Name
Jesse Watson
Title
Treasurer
Phone
7049615500
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Wesley J Tyson CPA Pllc
Address
PO BOX 506, LOCUST, NC 28097
Preparer
Wesley J Tyson
Phone
7048881272
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies 68 bank charges 106 classroom supplies 3,512 membership dues 84 educational projects 3,441 gifts 105 meetings 459 prizes 998 repairs & maintenance 239 school equipment 3,908 sports & pe equipment 936 supplies 540 teacher/volunteer apprec 1,922 snowball dance 1,001 total 17,319”

Form 990-ez, Part II, Line 24

“Sales tax refund receivable 2,571 1,461 total 2,571 1,461”

Form 990-ez, Part III

“To facilitate parental and community involvement in the school in order to improve education for all students.”

Raw XML Appendix149 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JESSE WATSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07049615500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0103 SCHOOL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOCUST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028097
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012546
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021281
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06240
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07625
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015117
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022742
IRS990EZ/FundraisingGrossIncomeAmt058948
IRS990EZ/GrossReceiptsAmt065318
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0130
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015117
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022742
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015117
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022742
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRANDI LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MISTY GAINEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN GEDDINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY KNOTTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSE WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02571
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01461
IRS990EZ/OtherExpensesTotalAmt017319
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FACILITATE PARENTAL AND COMMUNITY INVOLVEMENT IN THE SCHOOL IN ORDER TO IMPROVE EDUCATION FOR ALL STUDENTS.
IRS990EZ/PrintingPublicationsPostageAmt049
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROJECTS & AWARDS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED EQUIPMENT FOR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED CLASSROOM SUPPLIES TO BENEFIT TEACHERS AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05440
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14844
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23512
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt040325
IRS990EZ/SpecialEventsNetIncomeLossAmt018623
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017368
IRS990EZ/TotalProgramServiceExpensesAmt013796
IRS990EZ/TotalRevenueAmt024993
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt059078
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt059078
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt065318
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065318
IRS990ScheduleA/Total509Grp/TotalAmt065318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065318
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt065318
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040325
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt028360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058948
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt028360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058948
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018623
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040325
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018118
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt022207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 68 BANK CHARGES 106 CLASSROOM SUPPLIES 3,512 MEMBERSHIP DUES 84 EDUCATIONAL PROJECTS 3,441 GIFTS 105 MEETINGS 459 PRIZES 998 REPAIRS & MAINTENANCE 239 SCHOOL EQUIPMENT 3,908 SPORTS & PE EQUIPMENT 936 SUPPLIES 540 TEACHER/VOLUNTEER APPREC 1,922 SNOWBALL DANCE 1,001 TOTAL 17,319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SALES TAX REFUND RECEIVABLE 2,571 1,461 TOTAL 2,571 1,461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO FACILITATE PARENTAL AND COMMUNITY INVOLVEMENT IN THE SCHOOL IN ORDER TO IMPROVE EDUCATION FOR ALL STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSE WATSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07049615500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCUST SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOCU
ReturnHeader/Filer/EIN0581952400
ReturnHeader/Filer/PhoneNum07049615500
ReturnHeader/Filer/USAddress/AddressLine1Txt0103 SCHOOL ROAD
ReturnHeader/Filer/USAddress/CityNm0LOCUST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028097
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06B2DE9DB47132475F6F232DD0958C2ACAFBFF354
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06B2DE9DB47132475F6F232DD0958C2ACAFBFF354
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820886446
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WESLEY J TYSON CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 506
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOCUST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028097
ReturnHeader/PreparerPersonGrp/PhoneNum07048881272
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WESLEY J TYSON
ReturnHeader/ReturnTs02018-05-15T16:11:21-04:00
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
$22,742
Liabilities
-
Net assets
$22,742
Revenue
$24,993
Expenses
$17,368
Net income
$7,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$71.7$71.7$49.4$69.4$20.0
2024Detailed filing. Detailed filing data is available for this year.$91.7$91.7$52.9$29.3$23.6
2023Detailed filing. Detailed filing data is available for this year.$68.0$68.0$44.1$36.2$7.99
2022Detailed filing. Detailed filing data is available for this year.$60.0$60.0$34.3$17.1$17.2
2021Detailed filing. Detailed filing data is available for this year.$42.8$42.8$1.17$6.25$5.07
2019Detailed filing. Detailed filing data is available for this year.$38.8$38.8$19.5$13.9$5.58
2018Detailed filing. Detailed filing data is available for this year.$33.2$33.2$21.7$11.2$10.5
2017Detailed filing. Detailed filing data is available for this year.$22.7$22.7$25.0$17.4$7.63