Nonprofit · EIN 65-1227176
PTA NORTH CAROLINA CONGRESS
Also known as JONES DAIRY ELEMENTARY SCHOOL
Tax-exempt · WAKE FOREST, NC 27587
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $64,426 | $56,092 | $8,334 | $52,538 | $0 | $52,538 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $1,113
- Program service revenue
- $3,226
- Investment income
- $0
- Net income from fundraising events
- $41,243
- Other revenue
- $18,844
Expenses
- Grants and similar amounts paid
- $27,850
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Printing, publications and postage
- $286
- Other expenses
- $27,956
- Program services (functional)
- $44,544
Balance sheet and other
- Total assets, start of year
- $44,204
- Total assets, end of year
- $52,538
- Total liabilities, end of year
- $0
- Net assets, end of year
- $52,538
- Cash, savings and investments
- $52,538
- Gross receipts
- $76,026
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 |
|---|---|---|---|
| Sara Shook-Rosen | President | 4 | $0 |
| Andrea Czirr | Treasurer | 4 | $0 |
| Annette Byrn | Secretary | 4 | $0 |
| Hollyn Thompson | VP Fundraising | 4 | $0 |
| Courtney Delaney | VP Hospitality | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 1100 JONES DAIRY RD, WAKE FOREST, NC 27587-9055
- In care of
- % JODIE BEARD
- Mailing address (990-N for 2021)
- 1100 JONES DAIRY RD, WAKE FOREST NC 27587
- Principal officer (990-N for 2021)
- JODIE BEARD, 6632 AUSTIN CREEK DR, WAKE FOREST NC 27587
- Signed the 990-EZ
- Andrea Czirr, Treasurer
- Phone
- (919) 562-6181
Mission
To support and enhance the educational experience of students at Jones Dairy Elementary by fostering relationships among the school, parents, and teachers, organizing enrichment activities, and providing financial and volunteer support for school programs and events.
Program accomplishments
- Instructional Support and TechExpenses $10,264
- Appreciation and RecognitionExpenses $7,603
- Student EnrichmentExpenses $26,677
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Check at the IRS |
IRS record
- EIN
- 65-1227176
- 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 or 990-EZ
- Assets (IRS master file)
- $52,538
- Income (IRS master file)
- $76,026
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $64,426 | $56,092 | $52,538 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-N for 2021 Officer: JODIE BEARD | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Jennifer Smith | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 65-1227176).
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 65-1227176.
- 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 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- 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 is the principal officer of PTA NORTH CAROLINA CONGRESS?
- The 990-N for 2021 names JODIE BEARD.
- Who are the officers and directors of PTA NORTH CAROLINA CONGRESS?
- The 990-EZ for the year ended June 30, 2025 lists 5 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 $64,426, expenses of $56,092 and total assets of $52,538 at year end.
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