Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
PTA North Carolina Congress
990EZ • Fiscal year 2018 • EIN 65-1227176
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
36th percentile
Higher net margin than 36% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
27th percentile
Faster asset growth than 27% of similar nonprofits.
Revenue Growth
26th percentile
Faster revenue growth than 26% of similar nonprofits.
Balance Sheet
Assets
Down$14,191
Down $2,029 (-13%) from 2017
Net Assets
Down$14,191
Down $2,029 (-13%) from 2017
Liabilities
Flat$0
Flat from 2017
Revenue And Expenses
Revenue
Down$53,487
Down $11,395 (-18%) from 2017
Expenses
Down$54,516
Down $12,302 (-18%) from 2017
Net Income
Up-$1,029
Up $907 (+47%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- Aug 23, 2018
- Return Version
- 2017v2.2
- Gross Receipts
- $94,261
Mission and Program Overview
Mission
SEE SCHEDULE O
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO MAKE EVERY CHILDS POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN | - | $54,516 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LESLIE FIELDING-RUSSELL | President | PT | $0 | - | - |
| SHIRLEY COLTRANE | Secretary | PT | $0 | - | - |
| LISA FLINT-MORRIS | Treasurer | PT | $0 | - | - |
| LEIGH TREMBLAY | Vice President 1 | PT | $0 | - | - |
| RACHEL SCHWENN | Vice President 2 | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net 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
- Lisa Flint-morris
- Title
- Treasurer
- Phone
- 9195626181
- Signed
- 2018-08-23
- 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 678”
Description of other expenses Part I line 16
“Description amountbank charges 206computer and internet (112)insurance expense 631hospitality 7,339membership due expense 1,204student council expenses 12,006appreciation and recognition 23,147accelerated reader expense 8,094birthday celebration 608”
Other changes in net assets or fund balances Part I line 20
“Description amountchange in restricted assets (1,000)”
Description of other assets Part II line 24
“Category beginning of year end of yearscholastic dollars to be spent 1,209 209”
Raw XML Appendix168 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 | LISA FLINT-MORRIS |
| 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 | 15011 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 13982 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 2380 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1029 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 560 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 16220 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 14191 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 79155 |
| IRS990EZ/GrossReceiptsAmt | 0 | 94261 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 2386 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 16220 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 14191 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 16220 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 14191 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| 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/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LESLIE FIELDING-RUSSELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SHIRLEY COLTRANE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LISA FLINT-MORRIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LEIGH TREMBLAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | RACHEL SCHWENN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDENT 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VICE PRESIDENT 2 |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1209 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 209 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -1000 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 53123 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 678 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SEE SCHEDULE O |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 833 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 9661 |
| 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 | 54516 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 40774 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 38381 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 54516 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 54516 |
| IRS990EZ/TotalRevenueAmt | 0 | 53487 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.JDEPTA.COM |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 2380 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1080 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 885 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7891 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3327 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 15563 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 15563 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 2380 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1080 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 885 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7891 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3327 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 15563 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 15563 |
| IRS990ScheduleG/AgrmtProfFundraisingActyInd | 0 | false |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | BOOSTERTHON |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | BOOK FAIR |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 4 |
| IRS990ScheduleG/InPersonSolicitationsInd | 0 | X |
| IRS990ScheduleG/LicensedStatesCd | 0 | NC |
| IRS990ScheduleG/PhoneSolicitationsInd | 0 | X |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION AMOUNTSTATE TAX REFUND 678 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION AMOUNTBANK CHARGES 206COMPUTER AND INTERNET (112)INSURANCE EXPENSE 631HOSPITALITY 7,339MEMBERSHIP DUE EXPENSE 1,204STUDENT COUNCIL EXPENSES 12,006APPRECIATION AND RECOGNITION 23,147ACCELERATED READER EXPENSE 8,094BIRTHDAY CELEBRATION 608 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION AMOUNTCHANGE IN RESTRICTED ASSETS (1,000) |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CATEGORY BEGINNING OF YEAR END OF YEARSCHOLASTIC DOLLARS TO BE SPENT 1,209 209 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | General explanation attachment |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other revenue Part I line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other changes in net assets or fund balances Part I line 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Description of other assets Part II line 24 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LISA FLINT-MORRIS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9195626181 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-08-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PTA NORTH CAROLINA CONGRESS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PTAN |
| ReturnHeader/Filer/EIN | 0 | 651227176 |
| 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/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 03C7ED28C471E6EA6DBB50EC92FF3496C718AC31 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 03C7ED28C471E6EA6DBB50EC92FF3496C718AC31 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 3414182018240nmqzxci |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2018-08-28 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 45.37.54.216 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-08-28 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 14:23:20 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 270124271 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Terri A Simmons CPA Pllc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6350 Rogers Road |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Rolesville |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 27571 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9194532275 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-08-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Terri A Simmons |
| ReturnHeader/ReturnTs | 0 | 2018-08-28T14:20:22-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $14,191
- Liabilities
- $0
- Net assets
- $14,191
- Revenue
- $53,487
- Expenses
- $54,516
- Net income
- -$1,029