Civic Intelligence

PTA North Carolina Congress Billingsville Cotswold Elementary PTA

990EZ • Fiscal year 2020 • EIN 83-0589357

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

Organization Profilewww.cougarpta.com
300 Greenwich RdCharlotte, NC 28211-2318

(347) 287-5341

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

31st percentile

-7.2%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

28th percentile

-8.9%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-40%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$42,358

Down $4,156 (-8.9%) from 2019

Net Assets

$42,358

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Down

$57,501

Down $38,244 (-40%) from 2019

Expenses

Down

$61,657

Down $21,993 (-26%) from 2019

Net Income

Down

-$4,156

Down $16,251 (-134%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$150K$100K$50K$0Assets 2019: $46,514Liabilities 2019: $02019Assets 2020: $42,358Net Assets 2020: $42,3582020Assets 2021: $69,995Liabilities 2021: $0Net Assets 2021: $69,9952021Assets 2022: $113,266Liabilities 2022: $0Net Assets 2022: $113,2662022Assets 2023: $56,960Liabilities 2023: $0Net Assets 2023: $56,9602023Assets 2024: $44,017Liabilities 2024: $0Net Assets 2024: $44,0172024Assets 2025: $110,927Liabilities 2025: $0Net Assets 2025: $110,9272025

Highlighted filing

2020

Assets$42,358
Liabilities-
Net Assets$42,358
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

$200K$100K$0-$100KRevenue 2019: $95,745Expenses 2019: $83,650Net Income 2019: $12,0952019Revenue 2020: $57,501Expenses 2020: $61,657Net Income 2020: -$4,1562020Revenue 2021: $84,650Expenses 2021: $57,013Net Income 2021: $27,6372021Revenue 2022: $116,585Expenses 2022: $73,314Net Income 2022: $43,2712022Revenue 2023: $95,953Expenses 2023: $152,259Net Income 2023: -$56,3062023Revenue 2024: $73,917Expenses 2024: $86,860Net Income 2024: -$12,9432024Revenue 2025: $171,942Expenses 2025: $105,606Net Income 2025: $66,3362025

Highlighted filing

2020

Revenue$57,501
Expenses$61,657
Net Income-$4,156
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$57,501
Mission and Program Overview

Mission

To provide services and support for all students and staff.

Program Services

DescriptionGrantsExpenses
Enrichment programs for students and staff (Curriculum, Professional Development, Mentoring and Outreach)$0$24,107
Administrative support (Staff Appreciation, PTA Membership, Campus Beautification)$0$19,575
Events (Open House, School Tours, Carnivals, etc)$0$12,689
Marketing & Communication expenses and Operational Expenses$0$5,286
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda KrohaPresidentPT$0--
Tina PurdyExecutive Vice PresidentPT$0--
Morgan RosserExecutive Vice PresidentPT$0--
Melissa JonesSecretary / VP MarketingPT$0--
Ashley LangTreasurerPT$0--
Lisa StewartVP Of Enrichment-$0--
Brantley AlveyVP Of EventsPT$0--
Tiffany HurrellVP Of Admin Support-$0--
Amy ReynoldsAuditing Chair-$0--
Mickie HuneycuttVP Of Fundraising-$0--
Elizabeth MorrisonAt Large Board Position-$0--
Kim HopkinsAdvocacy Chair-$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
83-0589357
In Care Of
% Linda Kroha
Phone
3472875341
Address
300 GREENWICH RD, CHARLOTTE, NC 28211-2318

Signing Officer

Name
Ashley Lang
Title
PTA Treasurer
Signed
2020-11-13
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Doing Business As Names

“Billingsville Cotswold Parent Teacher Association”

Part I, line 16

“| Other Expenses:, Amount:| Money is donated to school, $61657|”

Part III, line 31

“|Explanation:, Grants Amount:, Expense Amount:|Marketing & Communication expenses and Operational Expenses, $0, $5286|”

Raw XML Appendix175 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Ashley Lang
IRS990EZ/BooksInCareOfDetail/PhoneNum03472875341
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0521 Bertonley Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028211
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046514
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042358
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057043
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4156
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046514
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042358
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt057501
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InvestmentIncomeAmt0458
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046514
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042358
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046514
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042358
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt47.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Linda Kroha
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tina Purdy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Morgan Rosser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melissa Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ashley Lang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lisa Stewart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Brantley Alvey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Tiffany Hurrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Amy Reynolds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Mickie Huneycutt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Elizabeth Morrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Kim Hopkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary / VP Marketing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP of Enrichment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP of Events
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP of Admin Support
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Auditing Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10At Large Board Position
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Advocacy Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt061657
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide services and support for all students and staff.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Enrichment programs for students and staff (Curriculum, Professional Development, Mentoring and Outreach)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Administrative support (Staff Appreciation, PTA Membership, Campus Beautification)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Events (Open House, School Tours, Carnivals, etc)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Marketing & Communication expenses and Operational Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024107
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119575
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212689
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt35286
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061657
IRS990EZ/TotalProgramServiceExpensesAmt061657
IRS990EZ/TotalRevenueAmt057501
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Year:, Amount:, Description:| 2015, , | 2016, | 2017, | 2018, | 2019, |
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part II - Line 10
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057501
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt095745
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0153246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportTotal509Amt0153246
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057501
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095745
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0153246
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt095745
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0153246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Billingsville Cotswold Parent Teacher Association
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Money is donated to school, $61657|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2|Explanation:, Grants Amount:, Expense Amount:|Marketing & Communication expenses and Operational Expenses, $0, $5286|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part III, line 31
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Ashley Lang
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0830589357
ReturnHeader/Filer/InCareOfNm0% Linda Kroha
ReturnHeader/Filer/PhoneNum03472875341
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 GREENWICH RD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0282112318
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.72.47.153
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/ReturnTs02020-11-13T20:31:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,358
Liabilities
-
Net assets
$42,358
Revenue
$57,501
Expenses
$61,657
Net income
-$4,156
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$1.72$1.06$0.66
2024Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.74$0.87$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.96$1.52$0.56
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.17$0.73$0.43
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.85$0.57$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.58$0.62$0.04
2019Summary only. Only limited summary data is available for this year.$0.47$0.00$0.96$0.84$0.12