PTA NORTH CAROLINA CONGRESS: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PTA NORTH CAROLINA CONGRESS (EIN 27-0752176)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-30
- IRS object ID
- 202323349349200407
- Schema version
- 2022v5.0
- 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 | 2023-11-30T10:13:11-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | 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 | 2023-11-03 | 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 | 2023-11-30 | 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 | 2022 | 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 | $49,291 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $10,644 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $3 | InvestmentIncomeAmt |
| Fundraising Gross Income | $34,379 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $18,518 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $15,861 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $4,265 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,885 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $380 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $26,888 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $13,287 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $605 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $14,800 | OtherExpensesTotalAmt |
| Total Expenses | $28,692 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$1,804 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $53,155 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $266 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $51,617 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,155 | BOYAmt |
| EOY | $51,617 | 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 | $53,155 | BOYAmt |
| EOY | $51,617 | 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 | $53,155 | BOYAmt |
| EOY | $51,617 | 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) | $7,500 |
| 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. | $3,860 |
| 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. | $3,100 |
| Other program services | $11,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $26,435 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Katie Reisinger | ||||
| Chair | 5.00 | $0 | $0 | $0 |
| Cara Freije | ||||
| Vice Chair | 5.00 | $0 | $0 | $0 |
| Amanda WIlde | ||||
| Secretary | 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 |
| 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 | 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 | $2,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,052 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,707 | CurrentTaxYearAmt |
| Total | $23,115 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,052 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,707 | CurrentTaxYearAmt |
| Total | $23,115 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $23,115 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,405 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,847 | CurrentTaxYearAmt |
| Total | $237,101 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $260,216 | TotalSupportAmt |
| Public Support CY170 | 0.08880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.09860 | PublicSupportPY170Pct |
| Private Foundation170 | Yes (X) | PrivateFoundation170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Fun Run | Event1Nm |
| Gross Receipts Event1 | $31,964 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $31,964 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $16,123 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $31,964 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $31,964 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,123 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $16,123 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $15,841 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| List of grants and similar amounts paid Part I line 10 | Activity Certified Staff Stipends Amount 3,100Activity Staff Breakroom Supplies Amount 472Activity STEAM Stipends Amount 1,003Activity Staff Appreciation Amount 3,389Activity Garden Supplies Amount 400Activity 5th Grade Trip Gift Amount 2,525Activity PT Mini-Grant Program Amount 670Activity Discretionary Giving Fund Amount 968Activity Donation to School General Fund Amount 760 |
| Description of other expenses Part I line 16 | Description AmountGarden Account Expenses 2,537Hospitality 668PTO Insurance 440Quickbooks 75CSL Renewal Fees 203Other Operating Expenses 240FEAST Garden Coordinator 7,500Composting Project 1,875Community Events Expenses 1,237Other Fees 25 |
| Other changes in net assets or fund balances Part I line 20 | Description Amounta/c 4999 Uncategorized Income 266 |
| Other program services Part III line 31 | STEAM stipends $1000, 5th Grade trip gift $2525, PT Mini Grant program $670, Discretionary Giving Fund $968, Donation to School General Fund $760, Community Events Expenses $1237 |