Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2023 • EIN 83-4313721

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 13, 2023

332 Parkside Valley DrMorrisville, NC 27560

(000) 000-0000

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

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

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

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

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

88th percentile

64%

Faster asset growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

43rd percentile

-1.1%

Faster revenue growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$38,248

Up $14,942 (+64%) from 2022

Net Assets

Up

$37,964

Up $16,380 (+76%) from 2022

Liabilities

Down

$284

Down $1,438 (-84%) from 2022

Revenue

Down

$67,128

Down $777 (-1.1%) from 2022

Expenses

Down

$50,748

Down $22,431 (-31%) from 2022

Net Income

Up

$16,380

Up $21,654 (+411%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2022: $23,306Liabilities 2022: $1,722Net Assets 2022: $21,5842022Assets 2023: $38,248Liabilities 2023: $284Net Assets 2023: $37,9642023Assets 2025: $46,721Liabilities 2025: $8,407Net Assets 2025: $38,3142025

Highlighted filing

2023

Assets$38,248
Liabilities$284
Net Assets$37,964

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2022: $67,905Expenses 2022: $73,179Net Income 2022: -$5,2742022Revenue 2023: $67,128Expenses 2023: $50,748Net Income 2023: $16,3802023Revenue 2025: $44,113Expenses 2025: $44,797Net Income 2025: -$6842025

Highlighted filing

2023

Revenue$67,128
Expenses$50,748
Net Income$16,380
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 13, 2023
Return Version
2022v5.0
Gross Receipts
$78,963
Mission and Program Overview

Mission

Parent Teacher AssociationChild Advocacy

Program Services

DescriptionGrantsExpenses
Support education advancement opportunities through cultural arts programs assemblies teacher grants and other academic supports-$13,916
Provide for events that promote collaboration and interaction between students teachers and staff-$6,259
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurie BrummittTreasurerPT$0--
Jen McKayPresidentPT$0--
Angie PopeVice PresidentPT$0--
Kara StoutVice PresidentPT$0--
Keisha MartinSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$42,236$42,236$21,862$20,374
Book Fair$13,632$13,632$10,224$3,408
Total Events$61,393$61,393$35,332$26,061
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
83-4313721
Phone
0000000000
Address
332 PARKSIDE VALLEY DR, MORRISVILLE, NC 27560

Signing Officer

Name
Laurie Brummitt
Title
PTA Treasurer
Phone
0000000000
Signed
2023-10-13
Supplemental Narrative

Additional Explanations

Schedule O:

Line10- Teacher and Staff support cultural arts programs and assemblies, movie nights, family nights, fifth grade celebration, and field day. Line 16: office supplies, and equipment liability insurance, accounting and bank fees. software and membership fees event expense. Line 2.: Liabilities were for expenses incurred during the 2022 fiscal year but not invoiced and paid until following fiscal year.

Raw XML Appendix205 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Parkside PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum09194280954
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0332 Parkside Valley Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Morrisville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027560
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021584
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038248
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt056173
IRS990EZ/CostOfGoodsSoldAmt01611
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016380
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt021862
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021584
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038248
IRS990EZ/FundraisingGrossIncomeAmt019156
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024844
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0915
IRS990EZ/GrossReceiptsAmt078963
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt02526
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt036
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01072
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021584
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037964
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021584
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037964
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
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/PersonNm0Laurie Brummitt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jen McKay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Angie Pope
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kara Stout
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Keisha Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03616
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher AssociationChild Advocacy
IRS990EZ/PrintingPublicationsPostageAmt0426
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide for events that promote collaboration and interaction between students teachers and staff
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Support education advancement opportunities through cultural arts programs assemblies teacher grants and other academic supports
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06259
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113916
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010224
IRS990EZ/SpecialEventsNetIncomeLossAmt08932
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0284
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050748
IRS990EZ/TotalProgramServiceExpensesAmt020175
IRS990EZ/TotalRevenueAmt067128
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0As the Parent Teacher Association we directly support a public schools activities
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV-E, line 1c
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057281
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05371
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05371
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt062652
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062652
IRS990ScheduleA/Total509Grp/TotalAmt062652
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062652
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt062652
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035332
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042236
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013632
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061393
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042236
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013632
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061393
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026061
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03246
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035332
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021862
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010224
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line10- Teacher and Staff support cultural arts programs and assemblies, movie nights, family nights, fifth grade celebration, and field day. Line 16: office supplies, and equipment liability insurance, accounting and bank fees. software and membership fees event expense. Line 2.: Liabilities were for expenses incurred during the 2022 fiscal year but not invoiced and paid until following fiscal year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Laurie Brummitt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0834313721
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt0332 PARKSIDE VALLEY DR
ReturnHeader/Filer/USAddress/CityNm0MORRISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027560
ReturnHeader/ReturnTs02023-10-13T19:00:06Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Laurie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Brummitt
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings