Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2023 • EIN 61-1569673

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 29, 2023

Organization ProfileN/A

Refreshing map…

650 Holts Pond RdPrinceton, NC 27569

(252) 916-7525

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

59th percentile

8.5%

Higher net margin than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

71st percentile

17%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

55%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$29,114

Flat from 2023

Net Assets

$29,114

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Flat

$50,473

Flat from 2023

Expenses

Flat

$46,204

Flat from 2023

Net Income

Flat

$4,269

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$40K$30K$20K$10K$0Assets 2011: $13,456Liabilities 2011: $02011Assets 2012: $25,347Liabilities 2012: $02012Assets 2013: $15,263Liabilities 2013: $02013Assets 2014: $32,869Liabilities 2014: $02014Assets 2015: $28,857Liabilities 2015: $02015Assets 2016: $15,289Liabilities 2016: $02016Assets 2017: $7,998Liabilities 2017: $02017Assets 2018: $8,982Liabilities 2018: $02018Assets 2020: $27,897Liabilities 2020: $02020Assets 2022: $24,845Net Assets 2022: $24,8452022Assets 2023: $29,114Net Assets 2023: $29,1142023Assets 2023: $29,114Liabilities 2023: $02023Assets 2024: $14,410Liabilities 2024: $02024Assets 2025: $16,236Net Assets 2025: $16,2362025

Highlighted filing

2023

Assets$29,114
Liabilities-
Net Assets$29,114
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

$100K$50K$0-$50KRevenue 2011: $20,390Expenses 2011: $24,025Net Income 2011: -$3,6352011Revenue 2012: $33,572Expenses 2012: $21,681Net Income 2012: $11,8912012Revenue 2013: $26,388Expenses 2013: $36,472Net Income 2013: -$10,0842013Revenue 2014: $40,852Expenses 2014: $23,246Net Income 2014: $17,6062014Revenue 2015: $35,718Expenses 2015: $39,730Net Income 2015: -$4,0122015Revenue 2016: $22,401Expenses 2016: $35,969Net Income 2016: -$13,5682016Revenue 2017: $24,497Expenses 2017: $31,788Net Income 2017: -$7,2912017Revenue 2018: $30,508Expenses 2018: $29,524Net Income 2018: $9842018Revenue 2020: $27,222Expenses 2020: $21,889Net Income 2020: $5,3332020Revenue 2022: $32,565Expenses 2022: $29,945Net Income 2022: $2,6202022Revenue 2023: $50,473Expenses 2023: $46,204Net Income 2023: $4,2692023Revenue 2023: $50,473Expenses 2023: $46,204Net Income 2023: $4,2692023Revenue 2024: $51,057Expenses 2024: $65,761Net Income 2024: -$14,7042024Revenue 2025: $39,675Expenses 2025: $37,849Net Income 2025: $1,8262025

Highlighted filing

2023

Revenue$50,473
Expenses$46,204
Net Income$4,269
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 29, 2023
Return Version
2022v5.0
Gross Receipts
$109,671
Mission and Program Overview

Mission

To promote education at princeton elementary school through various programs. Also to reward excellence in education and to enrich the educational experience.

Program Services

DescriptionGrantsExpenses
TO PROMOTE EDUCATION AT PRINCETON ELEMENTARY SCHOOL THROUGH VARIOUS PROGRAMS. ALSO TO REWARD EXCELLENCE IN EDUCATION AND TO ENRICH THE EDUCATIONAL EXPERIENCE.-$46,204
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTER MISENISVice Preside-$0--
SHELLY BARBOURSecretary-$0--
LINSEY DALETreasurer-$0--
KRISTIE MERTZVice Preside-$0--
KIMBERLY PICKETTPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$43,283$43,283$22,678$20,605
Spring Fundrais$24,195$24,195$2,696$21,499
Total Events$85,953$85,953$43,919$42,034
Filing and Contact Details

Filer

Filer Name
Princeton Elementary Pta
EIN
61-1569673
Phone
2529167525
Address
650 HOLTS POND RD, PRINCETON, NC 27569

Signing Officer

Name
Kimberly Pickett
Title
President
Phone
2529167525
Signed
2023-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Watson Cooke & Jones Pa
Address
PO BOX 1749, SMITHFIELD, NC 27577-1749
Preparer
Allison Y Jones
Phone
9199348452
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 340 pta meeting expenses 250 bonding insurance 140 bank charges 710 staff appreciation 2,136 school support & supplies 42,628 total 46,204”

Form 990-ez, Part III

“To promote education at princeton elementary school through various programs. Also to reward excellence in education and to enrich the educational experience.”

Raw XML Appendix166 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/PersonNm0KIMBERLY PICKETT
IRS990EZ/BooksInCareOfDetail/PhoneNum02529167525
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0650 HOLTS POND RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PRINCETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027569
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024845
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029114
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01235
IRS990EZ/CostOfGoodsSoldAmt013743
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04269
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024845
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029114
IRS990EZ/FundraisingGrossIncomeAmt092616
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01546
IRS990EZ/GrossReceiptsAmt0109671
IRS990EZ/GrossSalesOfInventoryAmt015289
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0527
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024845
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029114
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024845
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029114
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HUNTER MISENIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELLY BARBOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINSEY DALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTIE MERTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIMBERLY PICKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046204
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EDUCATION AT PRINCETON ELEMENTARY SCHOOL THROUGH VARIOUS PROGRAMS. ALSO TO REWARD EXCELLENCE IN EDUCATION AND TO ENRICH THE EDUCATIONAL EXPERIENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE EDUCATION AT PRINCETON ELEMENTARY SCHOOL THROUGH VARIOUS PROGRAMS. ALSO TO REWARD EXCELLENCE IN EDUCATION AND TO ENRICH THE EDUCATIONAL EXPERIENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046204
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045455
IRS990EZ/SpecialEventsNetIncomeLossAmt047161
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046204
IRS990EZ/TotalProgramServiceExpensesAmt046204
IRS990EZ/TotalRevenueAmt050473
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01269
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0410
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0610
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0108436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt087848
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt022450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt066700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt097777
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0383211
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0386810
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0109671
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt089117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067110
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt098387
IRS990ScheduleA/Total509Grp/TotalAmt0386810
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0109671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt089117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt067110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt098387
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0386810
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043919
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043283
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt085953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043283
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt085953
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042034
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt018545
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043919
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022678
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02696
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 340 PTA MEETING EXPENSES 250 BONDING INSURANCE 140 BANK CHARGES 710 STAFF APPRECIATION 2,136 SCHOOL SUPPORT & SUPPLIES 42,628 TOTAL 46,204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROMOTE EDUCATION AT PRINCETON ELEMENTARY SCHOOL THROUGH VARIOUS PROGRAMS. ALSO TO REWARD EXCELLENCE IN EDUCATION AND TO ENRICH THE EDUCATIONAL EXPERIENCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY PICKETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02529167525
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRINCETON ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PRIN
ReturnHeader/Filer/EIN0611569673
ReturnHeader/Filer/PhoneNum02529167525
ReturnHeader/Filer/USAddress/AddressLine1Txt0650 HOLTS POND RD
ReturnHeader/Filer/USAddress/CityNm0PRINCETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027569
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203240092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATSON COOKE & JONES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1749
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SMITHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275771749
ReturnHeader/PreparerPersonGrp/PhoneNum09199348452
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON Y JONES
ReturnHeader/ReturnTs02023-10-05T08:35:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PICKETT
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,114
Liabilities
-
Net assets
$29,114
Revenue
$50,473
Expenses
$46,204
Net income
$4,269
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.2$16.2$39.7$37.8$1.83
2024Summary only. Only limited summary data is available for this year.$14.4$0.00$51.1$65.8$14.7
2023Detailed filing. Detailed filing data is available for this year.$29.1$29.1$50.5$46.2$4.27
2023Summary only. Only limited summary data is available for this year.$29.1$0.00$50.5$46.2$4.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$24.8$32.6$29.9$2.62
2020Summary only. Only limited summary data is available for this year.$27.9$0.00$27.2$21.9$5.33
2018Summary only. Only limited summary data is available for this year.$8.98$0.00$30.5$29.5$0.98
2017Summary only. Only limited summary data is available for this year.$8.00$0.00$24.5$31.8$7.29
2016Summary only. Only limited summary data is available for this year.$15.3$0.00$22.4$36.0$13.6
2015Summary only. Only limited summary data is available for this year.$28.9$0.00$35.7$39.7$4.01
2014Summary only. Only limited summary data is available for this year.$32.9$0.00$40.9$23.2$17.6
2013Summary only. Only limited summary data is available for this year.$15.3$0.00$26.4$36.5$10.1
2012Summary only. Only limited summary data is available for this year.$25.3$0.00$33.6$21.7$11.9
2011Summary only. Only limited summary data is available for this year.$13.5$0.00$20.4$24.0$3.64