PTA NORTH CAROLINA CONGRESS: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PTA NORTH CAROLINA CONGRESS (EIN 27-0752176)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-20
- IRS object ID
- 202540799349201019
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-20T12:08:59-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271175128 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONNIE J BEWERNITZ CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4792 BETHLEHEM RD | AddressLine1Txt |
| City | Old Fort | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28762 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270752176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lucy S Herring Elementary Parent Team | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCY | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 SULPHUR SPRINGS RD | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kristen Webb | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8283506600 | PhoneNum |
| Signature | 2025-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lonnie Bewernitz | PreparerPersonNm |
| PTIN | P00889152 | PTIN |
| Phone | 8282803784 | PhoneNum |
| Preparation | 2025-03-20 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | http://herringparentteam.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $44,602 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $35,646 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $23 | InvestmentIncomeAmt |
| Fundraising Gross Income | $8,933 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $13,250 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$4,317 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $31,352 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $4,783 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $350 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $28,999 | OtherExpensesTotalAmt |
| Total Expenses | $34,132 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$2,780 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $51,617 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,837 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,617 | BOYAmt |
| EOY | $48,837 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,617 | BOYAmt |
| EOY | $48,837 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,617 | BOYAmt |
| EOY | $48,837 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | Support for Lucy S Herring | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| FEAST Garden Coordinaor- We partially fund a teaching position for our school garden. The position is responsible for garden based lessons all year and serves all students (+350) | $16,500 |
| Staff Appreciation-Provide meals, supplies, and support to staff and teachers (+70)throughout the year to support their efforts in the classroom and show our appreciation. | $2,637 |
| Certified Staff Stipends- We provide each certified staff person (31) with a stipend to help cover costs of additional educational materials they incur with their students. | $2,900 |
| Other program services | $3,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $25,965 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Yen Kilday | ||||
| Chair | 5.00 | $0 | $0 | $0 |
| Cara Freije | ||||
| Vice Chair | 5.00 | $0 | $0 | $0 |
| Amanda WIlde | ||||
| Secretary | 5.00 | $0 | $0 | $0 |
| Kristen Webb | ||||
| Treasurer | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTEN WEBB | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 BEAR CREEK RD | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8283506600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,052 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,464 | CurrentTaxYearAmt |
| Total | $30,326 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,052 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,464 | CurrentTaxYearAmt |
| Total | $30,326 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $30,326 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,707 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,902 | CurrentTaxYearAmt |
| Total | $197,829 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $228,155 | TotalSupportAmt |
| Public Support CY170 | 0.13290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.08880 | PublicSupportPY170Pct |
| Private Foundation170 | Yes (X) | PrivateFoundation170Ind |
Schedule G IRS990ScheduleG
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| List of grants and similar amounts paid Part I line 10 | Activity Certified Staff Stipends Amount 2,900Activity Staff Breakroom Supplies Amount 426Activity K-4 Year End Celebration Amount 153Activity Staff Appreciation Activity Garden Supplies Amount 1,083Activity PT Mini-Grant Program Activity Discretionary Giving Fund Amount 99Activity Donation to School General Fund Amount 122 |
| Description of other expenses Part I line 16 | Description AmountGarden Account Expenses 3,4586100 Operating Expenses 108PTO Insurance 441CSL Renewal Fees 95Other Operating Expenses 40FEAST Garden Coordinator 16,500Community Events Expenses 8,357 |
| Other program services Part III line 31 | Ecology $2703, 5th Grade Trip Gift $1168, Discretionary Giving Fund $57 |