Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2017 • EIN 65-1227176

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 18, 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

34th percentile

-3.0%

Higher net margin than 34% 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

31st percentile

-7.7%

Faster asset growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

-5.4%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$16,220

Down $1,355 (-7.7%) from 2016

Net Assets

Down

$16,220

Down $1,355 (-7.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$64,882

Down $3,671 (-5.4%) from 2016

Expenses

Down

$66,818

Down $7,913 (-11%) from 2016

Net Income

Up

-$1,936

Up $4,242 (+69%) from 2016

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

2017

Assets$16,220
Liabilities$0
Net Assets$16,220

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

2017

Revenue$64,882
Expenses$66,818
Net Income-$1,936
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 18, 2017
Return Version
2016v3.0
Gross Receipts
$109,943
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
TO MAKE EVERY CHILDS POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN-$63,184
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNINE VLASATYTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair----
Boosterthon----
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
2017-07-18
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 amountstate tax refund 1,996

Description of other expenses Part I line 16

Description amountbank charges 345computer and internet 12,000insurance expense 630classroom needs 17,754membership due expense 1,263student council expenses 2,089appreciation and recognition 8,142accelerated reader expense 8,187agendas 2,447curriculum 1,529cultural art 2,200sth grade step up 1,874tissue 250reading fair 145school store expense 2,792orientation 63group 525challenge 184donation 765

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

Description amountchange in restricted assets 581

Description of other assets Part II line 24

Category beginning of year end of yearscholastic dollars to be spent 627 1,209

Raw XML Appendix147 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/PersonNm0JENNINE VLASATY
IRS990EZ/BooksInCareOfDetail/PhoneNum09195626181
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAKE FOREST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027587
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016948
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015011
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IRS990EZ/GrossReceiptsAmt0109943
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt01
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IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt0627
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01209
IRS990EZ/OtherChangesInNetAssetsAmt0581
IRS990EZ/OtherExpensesTotalAmt063184
IRS990EZ/OtherRevenueTotalAmt01996
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt01559
IRS990EZ/ProgramServiceRevenueAmt08006
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063184
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045061
IRS990EZ/SpecialEventsNetIncomeLossAmt051009
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066818
IRS990EZ/TotalProgramServiceExpensesAmt063184
IRS990EZ/TotalRevenueAmt064882
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.JDEPTA.COM
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07891
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03327
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0837
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014020
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt014020
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01080
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07891
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03327
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0837
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014020
IRS990ScheduleA/TotalSupportAmt014020
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
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 AMOUNTSTATE TAX REFUND 1,996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTBANK CHARGES 345COMPUTER AND INTERNET 12,000INSURANCE EXPENSE 630CLASSROOM NEEDS 17,754MEMBERSHIP DUE EXPENSE 1,263STUDENT COUNCIL EXPENSES 2,089APPRECIATION AND RECOGNITION 8,142ACCELERATED READER EXPENSE 8,187AGENDAS 2,447CURRICULUM 1,529CULTURAL ART 2,200STH GRADE STEP UP 1,874TISSUE 250READING FAIR 145SCHOOL STORE EXPENSE 2,792ORIENTATION 63GROUP 525CHALLENGE 184DONATION 765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION AMOUNTCHANGE IN RESTRICTED ASSETS 581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARSCHOLASTIC DOLLARS TO BE SPENT 627 1,209
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195626181
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-18
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/FilingSecurityInformation/AtSubmissionCreationDeviceId003C7ED28C471E6EA6DBB50EC92FF3496C718AC31
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0166.82.39.150
ReturnHeader/FilingSecurityInformation/IPDt02017-08-04
ReturnHeader/FilingSecurityInformation/IPTm011:55:41
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/PreparationDt02017-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terri A Simmons
ReturnHeader/ReturnTs02017-08-03T14:34:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings