Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2016 • EIN 65-1227176

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 28, 2016

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.

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

25th percentile

-9.0%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

16th percentile

-29%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

-1.5%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$17,575

Down $7,020 (-29%) from 2015

Net Assets

Down

$17,575

Down $7,020 (-29%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$68,553

Down $1,057 (-1.5%) from 2015

Expenses

Up

$74,731

Up $16,845 (+29%) from 2015

Net Income

Down

-$6,178

Down $17,902 (-153%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $15,398Liabilities 2011: $02011Assets 2012: $22,662Liabilities 2012: $02012Assets 2013: $12,637Liabilities 2013: $02013Assets 2014: $13,595Liabilities 2014: $7252014Assets 2015: $24,595Liabilities 2015: $0Net Assets 2015: $24,5952015Assets 2016: $17,575Liabilities 2016: $0Net Assets 2016: $17,5752016Assets 2017: $16,220Liabilities 2017: $0Net Assets 2017: $16,2202017Assets 2018: $14,191Liabilities 2018: $0Net Assets 2018: $14,1912018Assets 2019: $15,093Liabilities 2019: $02019Assets 2023: $12,975Liabilities 2023: $0Net Assets 2023: $12,9752023Assets 2025: $52,538Liabilities 2025: $0Net Assets 2025: $52,5382025

Highlighted filing

2016

Assets$17,575
Liabilities$0
Net Assets$17,575

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $46,293Expenses 2011: $44,562Net Income 2011: $1,7312011Revenue 2012: $62,654Expenses 2012: $55,390Net Income 2012: $7,2642012Revenue 2013: $49,710Expenses 2013: $52,471Net Income 2013: -$2,7612013Revenue 2014: $51,981Expenses 2014: $53,591Net Income 2014: -$1,6102014Revenue 2015: $69,610Expenses 2015: $57,886Net Income 2015: $11,7242015Revenue 2016: $68,553Expenses 2016: $74,731Net Income 2016: -$6,1782016Revenue 2017: $64,882Expenses 2017: $66,818Net Income 2017: -$1,9362017Revenue 2018: $53,487Expenses 2018: $54,516Net Income 2018: -$1,0292018Revenue 2019: $38,012Expenses 2019: $38,894Net Income 2019: -$8822019Revenue 2023: $60,440Expenses 2023: $82,270Net Income 2023: -$21,8302023Revenue 2025: $64,426Expenses 2025: $56,092Net Income 2025: $8,3342025

Highlighted filing

2016

Revenue$68,553
Expenses$74,731
Net Income-$6,178
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 28, 2016
Return Version
2015v2.1
Gross Receipts
$107,552
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
TO MAKE EVERY CHILDS POTENTIAL A REALITY BY ENGAGIN AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN-$69,282
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE PALMERPresidentPT$0--
ANGELA HOUSTONSecretaryPT$0--
JENNINE VLASATYTreasurerPT$0--
AMY BYERSVice President 1PT$0--
KISTY BIBLEVice President 2PT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$57,568$57,568$30,516$27,052
Book Fair$13,032$13,032$7,902$5,130
Total Events$90,600$90,600$38,999$51,601
Filing and Contact Details

Filer

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

Signing Officer

Name
Jennine Vlasaty
Title
Treasurer
Phone
9195626181
Signed
2016-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Terri a Simmons CPA Pllc
Address
6350 ROGERS ROAD, ROLESVILLE, NC 27571
Preparer
Terri A Simmons
Phone
9194532275
Supplemental Narrative

Additional Explanations

General explanation attachment

Form 990-ez part iii primary exempt purposeto make every childs potential a reality by engaging and empowring families and communities to advocate for all children

Description of other revenue Part I line 8

Description amountmiscellaneous income 488state tax refund 2,319

Description of other expenses Part I line 16

Description amountbank charges (38)computer and internet 301insurance expense 630other 16membership due expense 1,445student council expenses 7,350birthday celebration 705accelerated reader expense 6,702agendas 2,695school clubs patrol media 1,767field day 22sth grade step up 353hospitality 7,942supplies to school 33,309school store expense 5,983sponsorship 100

Other changes in net assets or fund balances Part I line 20

Description amountchange in restricted assets (842)

Description of other assets Part II line 24

Category beginning of year end of yearscholastic dollars to be spent 1,468 627

Raw XML Appendix177 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/PhoneNum09195626181
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAKE FOREST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNINE VLASATY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY BYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KISTY BIBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT 2
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01468
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IRS990EZ/OtherChangesInNetAssetsAmt0-842
IRS990EZ/OtherExpensesTotalAmt069282
IRS990EZ/OtherRevenueTotalAmt02807
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt02257
IRS990EZ/ProgramServiceRevenueAmt010468
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069282
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt051601
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt068553
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.JDEPTA.COM
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07891
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03327
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0837
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017007
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportTotal170Amt017007
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0885
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IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038999
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057568
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013032
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt090600
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013032
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt020000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt090600
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt051601
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0581
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038999
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt030516
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07902
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ PART III PRIMARY EXEMPT PURPOSETO MAKE EVERY CHILDS POTENTIAL A REALITY BY ENGAGING AND EMPOWRING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTMISCELLANEOUS INCOME 488STATE TAX REFUND 2,319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTBANK CHARGES (38)COMPUTER AND INTERNET 301INSURANCE EXPENSE 630OTHER 16MEMBERSHIP DUE EXPENSE 1,445STUDENT COUNCIL EXPENSES 7,350BIRTHDAY CELEBRATION 705ACCELERATED READER EXPENSE 6,702AGENDAS 2,695SCHOOL CLUBS PATROL MEDIA 1,767FIELD DAY 22STH GRADE STEP UP 353HOSPITALITY 7,942SUPPLIES TO SCHOOL 33,309SCHOOL STORE EXPENSE 5,983SPONSORSHIP 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION AMOUNTCHANGE IN RESTRICTED ASSETS (842)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARSCHOLASTIC DOLLARS TO BE SPENT 1,468 627
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of other assets Part II line 24
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNINE VLASATY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195626181
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0651227176
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 JONES DAIRY ROAD
ReturnHeader/Filer/USAddress/CityNm0WAKE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027587
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270124271
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TERRI A SIMMONS CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06350 ROGERS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROLESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027571
ReturnHeader/PreparerPersonGrp/PhoneNum09194532275
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terri A Simmons
ReturnHeader/ReturnTs02016-08-02T13:06:26-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings