PTA NORTH CAROLINA CONGRESS BAIN ELEMENTARY SCHOOL PTA

EIN: 581647052 501(c)(3)

CHARLOTTE, NC

Total Revenue
$91,926
Total Expenses
$59,748
Total Assets
$73,544
Net Assets
$73,544
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
NC
Principal Officer
DONNEKA BYRD
Phone
9803436915
Tax Period
2018-07-01 to 2019-06-30

PTA NORTH CAROLINA CONGRESS BAIN ELEMENTARY SCHOOL PTA, founded in 2003, is a micro nonprofit that reported $92K in total revenue in fiscal year 2018. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 35% operating margin.

Mission

TO PROVIDE BOOKS, ADVANCED TECHNOLOGY, EQUIPMENT AND OTHER EDUCATIONAL MATERIAL TO BAIN ELEMENTARY SCHOOL STUDENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $29,754
Program Service Revenue $16,716
Investment Income $81
Other Revenue $45,375
TOTAL REVENUE $91,926

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $43,217
Other Expenses $59,748
TOTAL EXPENSES $59,748

Year-over-Year Comparison

2018 2017 Change
Revenue $91,926 $66,593 +0.4%
Expenses $59,748 $58,548 +0.0%
Net Income $32,178 $8,045 +3.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
4
Independent Members
4
Employees
N/A
Volunteers
40

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DONNEKA BYRD TREASURER 3.00
Officer Director
$0 $0 $0
LEXI MCKINNEY PRESIDENT 3.00
Director
$0 $0 $0
KELLY LAND VICE PRESIDE 1.00
Director
$0 $0 $0
TAURUS JAMISON SECRETARY 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2019 $91,926 $59,748 $73,544 $32,178
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