Civic Intelligence

PTA North Carolina Congress

EIN 82-2343635 • 501(c)3 • Charlotte, NC

Profile

Charitable, Scientific, Literary, Educational

347 N Caswell RdCharlotte, NC 28204
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-77%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$6,260

Up $593 (+10%) from 2023

Liabilities

Down

$0

Down $316 (-100%) from 2023

Net Assets

Up

$6,260

Up $909 (+17%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin88th percentile

Revenue

Down

$1,417

Down $4,751 (-77%) from 2023

Expenses

Down

$797

Down $8,916 (-92%) from 2023

Net Income

Up

$620

Up $4,165 (+117%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10K$5.0K$0Assets 2019: $5,738Liabilities 2019: $02019Assets 2020: $8,138Liabilities 2020: $02020Assets 2021: $4,967Liabilities 2021: $0Net Assets 2021: $4,9672021Assets 2023: $5,667Liabilities 2023: $316Net Assets 2023: $5,3512023Assets 2024: $6,260Liabilities 2024: $0Net Assets 2024: $6,2602024

Highlighted filing

2024

Assets$6,260
Liabilities$0
Net Assets$6,260
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2019: $9,232Expenses 2019: $4,415Net Income 2019: $4,8172019Revenue 2020: $5,914Expenses 2020: $3,514Net Income 2020: $2,4002020Revenue 2021: -$51Expenses 2021: $3,120Net Income 2021: -$3,1712021Revenue 2023: $6,168Expenses 2023: $9,713Net Income 2023: -$3,5452023Revenue 2024: $1,417Expenses 2024: $797Net Income 2024: $6202024

Highlighted filing

2024

Revenue$1,417
Expenses$797
Net Income$620
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$6,260
Liabilities
$0
Net assets
$6,260
Revenue
$1,417
Expenses
$797
Net income
$620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6,260$0$6,260$1,417$797$620
2023Detailed filing. Detailed filing data is available for this year.$5,667$316$5,351$6,168$9,713$3,545
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4,967$0$4,967$51$3,120$3,171
2020Summary only. Only limited summary data is available for this year.$8,138$0$5,914$3,514$2,400
2019Summary only. Only limited summary data is available for this year.$5,738$0$9,232$4,415$4,817
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$10,515
Mission and Program Overview

Mission

Charitable, Scientific, literary, educational

Program Services

DescriptionGrantsExpenses
Supported teachers through teacher appreciation gifts and classroom gifts$0$9,397
Organize events to raise funds to support educators and classrooms; events help nurture relationships between parents, students, and educators$7,085$3,685
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie SontagPresident-$0--
Bree JonmaireSecretary-$0--
Kallie CampbellVice President-$0--
Sandra WestTreasurer-$0--
Liz CirceAt Large-$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
82-2343635
Phone
7049018255
Address
347 N Caswell Rd, Charlotte, NC 28204

Signing Officer

Name
Liz Circe
Title
Treasurer
Phone
7326184542
Signed
2023-11-07
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Dues to NCPTA;316|Teacher Appreciation;9397^Total;9713^”

Form 990-EZ, Part II, Line 24

“Description;EOY Amount^Accounts Receivable Spirit Night;378^Total;378^”

Form 990-EZ, Part II, Line 26

“Description;EOY Amount^Accounts payable dues to NCPTA;316^Total;316^”

Raw XML Appendix155 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Liz Circe
IRS990EZ/BooksInCareOfDetail/PhoneNum07049018255
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0347 N Caswell Rd
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Unite 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028204
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08896
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05289
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt05525
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0662
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3545
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08896
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05667
IRS990EZ/FundraisingGrossIncomeAmt03685
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0638
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt010515
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08896
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05351
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08896
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05351
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katie Sontag
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bree Jonmaire
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kallie Campbell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sandra West
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Liz Circe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4At Large
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0378
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09713
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Charitable, Scientific, Literary, Educational
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Organize events to raise funds to support educators and classrooms; events help nurture relationships between parents, students, and educators
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Supported teachers through teacher appreciation gifts and classroom gifts
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07085
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03685
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19397
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt01300
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt03685
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0316
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt09713
IRS990EZ/TotalProgramServiceExpensesAmt013082
IRS990EZ/TotalRevenueAmt06168
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0All grants were received by public support
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Dues to NCPTA;316|Teacher Appreciation;9397^Total;9713^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;EOY Amount^Accounts Receivable Spirit Night;378^Total;378^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Accounts payable dues to NCPTA;316^Total;316^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Liz Circe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07326184542
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0822343635
ReturnHeader/Filer/PhoneNum07049018255
ReturnHeader/Filer/USAddress/AddressLine1Txt0347 N Caswell Rd
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028204
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02023-11-07T22:13:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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