Pta North Carolina Congress
Nonprofit profile at a glance
- EIN
- 821275697
- IRS 990-EZ coverage
- 2018–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2021
- Location
- Cary, NC, USA
- Rating
- 58
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $63,436
- Expenses
- $34,233
- Assets
- $108,095
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
2 people listed
Executive titles in this filing
- Katherine Jones (President)
People named in this filing
- Lauren Ballew (Treasurer)
- Katherine Jones (President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Educational
What it reported doing in 2024
School Enhancement
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 34
- Transparency & Controls: 82
- Sustainability: 71
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 26.1%; rating input score 26
- Program expense ratio: 48.3%; rating input score 48
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 46%; rating input score 89; 89th percentile among comparable filings
- Total-asset coverage ratio: 3.16; rating input score 76; 76th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 27.5% per year; rating input score 100; 86th percentile among comparable filings
- Revenue growth: 3.1% per year; rating input score 100; 65th percentile among comparable filings
- Asset growth: 16.5% per year; rating input score 100; 83rd percentile among comparable filings
Details
- Where the money goes: 26.1% of revenue deployed · 48.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $17K in reported program spending
- Leadership: top reported pay $0 · 2 people listed
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 5 filing years from 2018 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 26/100.
- Moderate — Financial Efficiency: Program expense ratio scored 48/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- Review — Sustainability: Officer compensation ratio scored 56/100.