PTA North Carolina Congress

990EZ • Fiscal year 2015 • EIN 65-1227176

Jul 01, 2014 to Jun 30, 2015 • Filed on Jul 21, 2015

Organization Profile WWW.JDEPTA.COM

1100 Jones Dairy RoadWake Forest, NC 27587

(919) 562-6181

Siviq Scores

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

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

17%

Higher net margin than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

81%

Faster asset growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

34%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets55th percentile

Assets

$24,595

Up $11,000 (+81%) from 2014

Net Assets

$24,595

No earlier filing loaded for comparison.

Liabilities

Down

Down $725 (-100%) from 2014

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin73rd percentile

Revenue

$69,610

Up $17,629 (+34%) from 2014

Expenses

$57,886

Up $4,295 (+8.0%) from 2014

Net Income

$11,724

Up $13,334 (+828%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

Highlighted filing

2015

Assets$24,595

Liabilities$0

Net Assets$24,595

Open 2015 Filing

Operations Trend

Revenue Growth81st percentile

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

Highlighted filing

2015

Revenue$69,610

Expenses$57,886

Net Income$11,724

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2014 to Jun 30, 2015
Signed: Jul 21, 2015
Return Version: 2014v5.0
Gross Receipts: $121,143

Mission and Program Overview

Mission

To make every childs potential a reality by engaging and empowering families and communities to advocate for all children

Program Services

Description	Grants	Expenses
TO MAKE EVERY CHILDS POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN	-	$57,886

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TOMMY WALKER	President	PT	$0	-	-
AMY BYERS	VP	PT	$0	-	-
HEATHER WEIDNER	VP	PT	$0	-	-
MILLIE JOINER	Treasurer	PT	$0	-	-
CHRISTIE HEYNEN	Secretary	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Boosterthon	$57,324	$57,324	$28,953	$28,371
Book Fair	$13,233	$13,233	$7,768	$5,465
Total Events	$93,467	$93,467	$41,262	$52,205

Filing and Contact Details

Filer

Filer Name: Pta North Carolina Congress
EIN: 65-1227176
Phone: 9195626181
Address: 1100 JONES DAIRY ROAD, WAKE FOREST, NC 27587

Signing Officer

Name: Jennine Vlasaty
Title: Treasurer
Phone: 9195626181
Signed: 2015-07-21

Preparer

Firm: Thomas L Presley CPA Pllc
Address: 3309 POMEGRANATE DR, RALEIGH, NC 27616-8971
Preparer: Thomas Presley
Phone: 9192954698

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“122 TOTAL 122”

Form 990-ez, Part I, Line 16

“Expenses supplies to school 32,398 hospitality 5,054 birthday celebrations 1,047 accelerated reader expens 6,667 agends 5,578 cultural arts support 1,200 school clubs 783 handwriting without tears 1,529 field day 41 5th grade step up 438 tissues and tea 165 spelling bee 138 general expenses 1,484 miscellaneous 496 membership dues 868 total 57,886”

Form 990-ez, Part II, Line 24

“Scholastic dollars to be spent 2,338 1,468 total 2,338 1,468”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 725 0”

Form 990-ez, Part III

“To make every childs potential a reality by engaging and empowering families and communities to advocate for all children”

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	JENNINE VLASATY
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	9195626181
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	1100 JONES DAIRY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	WAKE FOREST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	27587
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	11258
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	23127
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	7891
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	11724
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	13596
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	24595
IRS990EZ/FundraisingGrossIncomeAmt	0	111253
IRS990EZ/GrossReceiptsAmt	0	121143
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	2
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	1875
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	12871
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	24595
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	12871
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	24595
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	TOMMY WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	AMY BYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	HEATHER WEIDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	MILLIE JOINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	CHRISTIE HEYNEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	SECRETARY
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	2338
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	1468
IRS990EZ/OtherExpensesTotalAmt	0	57886
IRS990EZ/OtherRevenueTotalAmt	0	122
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO MAKE EVERY CHILDS POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	TO MAKE EVERY CHILDS POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	57886
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	51533
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	59720
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	725
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	57886
IRS990EZ/TotalProgramServiceExpensesAmt	0	57886
IRS990EZ/TotalRevenueAmt	0	69610
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.JDEPTA.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	7891
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	3327
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	837
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	4067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	2805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	18927
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt	0	113252
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal170Amt	0	18927
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	7891
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	3327
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	837
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	4067
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	2805
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	18927
IRS990ScheduleA/TotalSupportAmt	0	18927
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	41262
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	57324
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	13233
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	22910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	93467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	57324
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	13233
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	22910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	93467
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	52205
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	4541
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	41262
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	28953
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	7768
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	122 TOTAL 122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES SUPPLIES TO SCHOOL 32,398 HOSPITALITY 5,054 BIRTHDAY CELEBRATIONS 1,047 ACCELERATED READER EXPENS 6,667 AGENDS 5,578 CULTURAL ARTS SUPPORT 1,200 SCHOOL CLUBS 783 HANDWRITING WITHOUT TEARS 1,529 FIELD DAY 41 5TH GRADE STEP UP 438 TISSUES AND TEA 165 SPELLING BEE 138 GENERAL EXPENSES 1,484 MISCELLANEOUS 496 MEMBERSHIP DUES 868 TOTAL 57,886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	SCHOLASTIC DOLLARS TO BE SPENT 2,338 1,468 TOTAL 2,338 1,468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 725 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	TO MAKE EVERY CHILDS POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JENNINE VLASATY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9195626181
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	JONES DAIRY ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAN
ReturnHeader/Filer/EIN	0	651227176
ReturnHeader/Filer/PhoneNum	0	9195626181
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1100 JONES DAIRY ROAD
ReturnHeader/Filer/USAddress/CityNm	0	WAKE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	27587
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	462463931
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	THOMAS L PRESLEY CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3309 POMEGRANATE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	276168971
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9192954698
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	THOMAS PRESLEY
ReturnHeader/ReturnTs	0	2015-07-21T13:49:42-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-07-01
ReturnHeader/TaxPeriodEndDt	0	2015-06-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $24,595
Liabilities: $0
Net assets: $24,595
Revenue: $69,610
Expenses: $57,886
Net income: $11,724

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$52.5	$0.00	$52.5	$64.4	$56.1	$8.33
2023Detailed filing. Detailed filing data is available for this year.	$13.0	$0.00	$13.0	$60.4	$82.3	$21.8
2019Summary only. Only limited summary data is available for this year.	$15.1	$0.00		$38.0	$38.9	$0.88
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$14.2	$0.00	$14.2	$53.5	$54.5	$1.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$16.2	$0.00	$16.2	$64.9	$66.8	$1.94
2016Detailed filing. Detailed filing data is available for this year.	$17.6	$0.00	$17.6	$68.6	$74.7	$6.18
2015Detailed filing. Detailed filing data is available for this year.	$24.6	$0.00	$24.6	$69.6	$57.9	$11.7
2014Summary only. Only limited summary data is available for this year.	$13.6	$0.73		$52.0	$53.6	$1.61
2013Summary only. Only limited summary data is available for this year.	$12.6	$0.00		$49.7	$52.5	$2.76
2012Summary only. Only limited summary data is available for this year.	$22.7	$0.00		$62.7	$55.4	$7.26
2011Summary only. Only limited summary data is available for this year.	$15.4	$0.00		$46.3	$44.6	$1.73