Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2024 • EIN 58-1952400

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

20%

Faster revenue growth than 68% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$91,659

Up $23,624 (+35%) from 2023

Net Assets

Up

$91,659

Up $23,624 (+35%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$52,878

Up $8,729 (+20%) from 2023

Expenses

Down

$29,255

Down $6,908 (-19%) from 2023

Net Income

Up

$23,623

Up $15,637 (+196%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$91,659
Liabilities-
Net Assets$91,659

Operations Trend

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

2024

Revenue$52,878
Expenses$29,255
Net Income$23,623
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$103,759
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
PROVIDED CLASSROOM SUPPLIES TO BENEFIT TEACHERS & STUDENTS-$13,104
AWARDS FOR STUDENTS-$8,345
PROVIDED EQUIPMENT FOR SCHOOL-$1,158
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY SAINCo-PresidentPT$0--
COURTNEY LISKCo-PresidentPT$0--
TRACI ALMONDCo-Vice PresPT$0--
CARRIE KERRICKCo-Vice PresPT$0--
KARA HORNSecretaryPT$0--
TABITHA USSERYTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$61,369$49,254$20,252$29,002
Book Fair$15,522$15,522$16,534$-1,012
Total Events$96,337$84,222$50,641$33,581
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
Ashley Sain
Title
Co-president
Phone
7049615500
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Tyson Childress Pllc
Address
PO BOX 506, LOCUST, NC 28097
Preparer
Christian S Childress CPA
Phone
7048881272
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Locust elementary school student support & as 2,359 103 school rd. Locust nc 28097

Form 990-ez, Part I, Line 16

Kinder t-shirts cost of goods sold 770 yearbooks cost of goods sold 1,771 expenses classroom supplies 4,251 prizes/parties/stdnt gift 571 school equipment 1,158 supplies 176 teacher/volunteer apprec 5,369 pta meetings 76 teacher supplies 6,648 curriculum materials 2,205 field day 750 snowball dance 2,124 total 25,869

Form 990-ez, Part II, Line 24

Sales tax refund receivable 2,628 0 total 2,628 0

Form 990-ez, Part III

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

Raw XML Appendix178 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum07049615500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0103 SCHOOL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOCUST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028097
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065408
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ASHLEY SAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COURTNEY LISK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACI ALMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARRIE KERRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KARA HORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TABITHA USSERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02628
IRS990EZ/OtherExpensesTotalAmt025869
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/ProgramServiceRevenueAmt03190
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED CLASSROOM SUPPLIES TO BENEFIT TEACHERS & STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1AWARDS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED EQUIPMENT FOR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013104
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18345
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21158
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt050881
IRS990EZ/SpecialEventsNetIncomeLossAmt034929
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029255
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IRS990EZ/TotalRevenueAmt052878
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014759
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01447
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01316
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01114
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01168
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019804
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt089000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt088577
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0336
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052826
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0319206
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0103759
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069979
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01450
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053994
IRS990ScheduleA/Total509Grp/TotalAmt0319206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0103759
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019446
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt096337
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019446
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033581
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013855
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt050641
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020252
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016534
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LOCUST ELEMENTARY SCHOOL STUDENT SUPPORT & AS 2,359 103 SCHOOL RD. LOCUST NC 28097
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KINDER T-SHIRTS COST OF GOODS SOLD 770 YEARBOOKS COST OF GOODS SOLD 1,771 EXPENSES CLASSROOM SUPPLIES 4,251 PRIZES/PARTIES/STDNT GIFT 571 SCHOOL EQUIPMENT 1,158 SUPPLIES 176 TEACHER/VOLUNTEER APPREC 5,369 PTA MEETINGS 76 TEACHER SUPPLIES 6,648 CURRICULUM MATERIALS 2,205 FIELD DAY 750 SNOWBALL DANCE 2,124 TOTAL 25,869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALES TAX REFUND RECEIVABLE 2,628 0 TOTAL 2,628 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO FACILITATE PARENTAL AND COMMUNITY INVOLVEMENT IN THE SCHOOL IN ORDER TO IMPROVE EDUCATION FOR ALL STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY SAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07049615500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCUST SCHOOL PTA -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NORTH CAROLINA CONGRESS
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820886446
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TYSON CHILDRESS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 506
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOCUST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028097
ReturnHeader/PreparerPersonGrp/PhoneNum07048881272
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTIAN S CHILDRESS CPA
ReturnHeader/ReturnTs02024-11-21T14:29:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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