Nonprofit · EIN 56-1780718
PTA NORTH CAROLINA CONGRESS
Also known as WEST LAKE MIDDLE SCHOOL PTA
Tax-exempt · APEX, NC 27539
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $33,597 | $48,180 | -$14,583 | $26,977 | – | $26,977 |
| June 30, 2024 | 990-EZ | $26,436 | $27,405 | -$969 | $41,561 | – | $41,561 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,358
- Program service revenue
- $30,239
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $500
- Other expenses
- $47,680
- Program services (functional)
- $47,210
Balance sheet and other
- Total assets, start of year
- $41,560
- Total assets, end of year
- $26,977
- Total liabilities, end of year
- –
- Net assets, end of year
- $26,977
- Cash, savings and investments
- $26,977
- Gross receipts
- $33,597
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY GOZZO | PRESIDENT | 10 | $0 |
| REBECCA JOHNS | VICE PRESIDE | 10 | $0 |
| LAURA WOOD | SECRETARY | 10 | $0 |
| KIM LEVINE | TREASURER | 10 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MONICA O'BRIEN | PRESIDENT | 10 | $0 |
| LAURA WOOD | VICE PRESIDE | 10 | $0 |
| KIM LEVINE | SECRETARY | 10 | $0 |
| JANET YUNKER | TREASURER | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 4600 W LAKE RD, APEX, NC 27539-7657
- Signed the 990-EZ
- KIM LEVINE, TREASURER
- Phone
- (919) 662-8391
- Return prepared by
- HB MORGAN INC
Mission
TO ENHANCE THE PUBLIC SCHOOL EXPERIENCE.
Program accomplishments
- ENHANCE THE PUBLIC SCHOOL EXPERIENCE THROUGH STUDENT PROGRAMS AND RECOGNITION, ENHANCING TECHNOLOGY, CLASSROOM MINIGRANTS, BULLYING PREVENTION, CULTURAL ARTS, HOPITATLITY/STAFF APPRECIATION, AND ASSISTING STUDENTS WITH SPECIAL NEEDS.Expenses $47,210
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 56-1780718
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $26,977
- Income (IRS master file)
- $33,597
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $33,597 | $48,180 | $26,977 | IRS |
| 990-EZ | June 2024 | $26,436 | $27,405 | $41,561 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1780718).
Questions about PTA NORTH CAROLINA CONGRESS
- What is the EIN of PTA NORTH CAROLINA CONGRESS?
- The employer identification number (EIN) of PTA NORTH CAROLINA CONGRESS is 56-1780718.
- Is PTA NORTH CAROLINA CONGRESS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Which annual return does PTA NORTH CAROLINA CONGRESS file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PTA NORTH CAROLINA CONGRESS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PTA NORTH CAROLINA CONGRESS last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of PTA NORTH CAROLINA CONGRESS?
- The 990-EZ for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does PTA NORTH CAROLINA CONGRESS have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $33,597, expenses of $48,180 and total assets of $26,977 at year end.
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