Pta North Carolina Congress Grand Oak Pta
Nonprofit profile at a glance
- EIN
- 462186497
- IRS 990-EZ coverage
- 2018–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2019
- Location
- Huntersville, NC, USA
- Phone
- 9803432063
- Rating
- 74
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $76,931
- Expenses
- $47,581
- Assets
- $77,678
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- Adrienne Lyerly (President)
People named in this filing
- Adrienne Lyerly (President)
- Alison McCabe (Treasurer)
- Katie Underwood (Secretary)
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
The overall purpose of PTA is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children.
What it reported doing in 2024
School beautification and learning environments
Operating model
- Revenue model
- Donor-supported. 82% of the money available for current operations came from contributions and gifts.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 73% for direct work, and 27% for grants.
The verdict
SUPPORTED - A large share of total spending goes to programs and the filed numbers largely add up. A relatively small share of available resources goes toward mission work and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 66
- Transparency & Controls: 82
- Sustainability: 73
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 53.7%; rating input score 54
- Program expense ratio: 86.8%; rating input score 87
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 38.2%; rating input score 86; 86th percentile among comparable filings
- Total-asset coverage ratio: 1.63; rating input score 60; 60th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 17.6% per year; rating input score 100; 80th percentile among comparable filings
- Revenue growth: 12.8% per year; rating input score 100; 85th percentile among comparable filings
- Asset growth: 12.3% per year; rating input score 100; 77th percentile among comparable filings
Details
- Where the money goes: 53.7% of revenue deployed · 86.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $41K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 2 filed schedules
- Filing history: 5 filing years from 2018 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
- Review — Financial Efficiency: Mission deployment rate scored 54/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.