PTA NORTH CAROLINA CONGRESS: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PTA NORTH CAROLINA CONGRESS (EIN 27-0752176)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-23
- IRS object ID
- 202341439349200649
- Schema version
- 2021v4.2
- 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 | 2023-05-23T19:57:50-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | Laurel Jernigan | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 3366887791 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Laurel | PersonFirstNm |
| Person Last | Jernigan | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lonnie Bewernitz | PreparerPersonNm |
| PTIN | P00889152 | PTIN |
| Phone | 8282803784 | PhoneNum |
| Preparation | 2023-05-23 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $53,080 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $6,346 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $5,718 | ProgramServiceRevenueAmt |
| Fundraising Gross Income | $41,016 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $20,192 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $20,824 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $32,888 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $19,331 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $605 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $11,179 | OtherExpensesTotalAmt |
| Total Expenses | $31,115 | TotalExpensesAmt |
| Excess Or Deficit For Year | $1,773 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $51,382 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,155 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,382 | BOYAmt |
| EOY | $53,155 | 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 | $51,382 | BOYAmt |
| EOY | $53,155 | 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 | $51,382 | BOYAmt |
| EOY | $53,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | Support for Lucy S Herring Elem School | 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, serving all students & grades (300+). | $7,500 |
| Staff Appreciation-provide meals, supplies, and support to staff and teachers (70+), supporting their efforts in the classroom throughout the year, and showing our appreciation . | $4,901 |
| Certified Staff Stipends. We provide each certified staff person (29 this year) with a stipend to help cover costs of additional education metereials and other incurred costs. | $4,350 |
| Other program services | $13,054 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $29,805 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Katie Resinger | ||||
| Chair | 5.00 | $0 | $0 | $0 |
| Sally Grau | ||||
| Vice Chair | 5.00 | $0 | $0 | $0 |
| Laurel Jernigan | ||||
| 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 |
| 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 | Laurel Jernigan | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 Blue Ridge Ave | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3366887791 | 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 | $10,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,052 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,727 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,376 | CurrentTaxYearAmt |
| Total | $28,210 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,052 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,727 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,376 | CurrentTaxYearAmt |
| Total | $28,210 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $28,210 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69,769 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,968 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,704 | CurrentTaxYearAmt |
| Total | $258,020 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $286,230 | TotalSupportAmt |
| Public Support CY170 | 0.09860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.10840 | PublicSupportPY170Pct |
| Private Foundation170 | Yes (X) | PrivateFoundation170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Boosterthon | Event1Nm |
| Gross Receipts Event1 | $38,012 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $38,012 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $17,187 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $38,012 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $38,012 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,187 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,187 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,825 | NetIncomeSummaryAmt |
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 4,350Activity 5th Grade Trip Gift Amount 2,447Activity Staff Appreciation Amount 4,901Activity Garden Supplies Amount 400Activity Facility Improvement/Projects Amount 3,243Activity PT Mini Grant Amount 1,990Activity Garden Account Expenses Amount 2,000 |
| Description of other expenses Part I line 16 | Description AmountGarden Account Expenses 1,830Quickbooks 75PTO Insurance 440Other Operating Expense 152FEAST Garden Coordinator 7,500Community Events Expenses 1,145Pay Pal Fees 37 |
| Other program services Part III line 31 | New equipment for school $2,939 PT mini grant program $1990, 5th grade trip grant $2447, Garden Program $4,230, Community Events Expense $1145, Student and Family Support $303 |