PTA NORTH CAROLINA CONGRESS: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PTA NORTH CAROLINA CONGRESS (EIN 27-0752176)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-15
- IRS object ID
- 202133199349205218
- Schema version
- 2020v4.1
- 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 | 2021-11-15T12:26:42-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | 3666887791 | PhoneNum |
| Signature | 2021-11-15 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lonnie Bewernitz | PreparerPersonNm |
| PTIN | P00889152 | PTIN |
| Phone | 8282803784 | PhoneNum |
| Preparation | 2021-11-15 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | http://vanceparentteam.org/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $6,132 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $2,727 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $3,405 | ProgramServiceRevenueAmt |
| Total Revenue | $6,132 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $7,843 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $9,814 | OtherExpensesTotalAmt |
| Total Expenses | $17,657 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$11,525 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $62,907 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,382 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,907 | BOYAmt |
| EOY | $51,382 | 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 | $62,907 | BOYAmt |
| EOY | $51,382 | 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 | $62,907 | BOYAmt |
| EOY | $51,382 | 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-This PT partially funds a teaching position for our school garden. The position is responsible for garden based lessons and reaches all students. | $7,500 |
| Staff Appreciation-provided programs and services to staff to show our appreciation. Example is extra staff meals. | $3,581 |
| Garden Supplies-provides supplies to support the Feast Garden Coordinator PT group. | $2,055 |
| Other program services | $2,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,993 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Kirsten Moburg Davis | ||||
| Co-Chair | 5.00 | $0 | $0 | $0 |
| Alexander B Moburg Davis | ||||
| Co-Chair | 5.00 | $0 | $0 | $0 |
| Sally Grau | ||||
| Secretary | 5.00 | $0 | $0 | $0 |
| Laurel Jernigan | ||||
| Treasurer | 5.00 | $0 | $0 | $0 |
| Katie Reisinger | ||||
| Vice Chair | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | Yes (true) | 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 | $8,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,727 | CurrentTaxYearAmt |
| Total | $32,399 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,727 | CurrentTaxYearAmt |
| Total | $32,399 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $32,399 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,769 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,174 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,405 | CurrentTaxYearAmt |
| Total | $266,436 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $298,835 | TotalSupportAmt |
| Public Support CY170 | 0.10840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.08990 | 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 1,350Activity Professional Development Activity STEAM Stipends Activity Staff Appreciation Amount 3,581Activity Garden Supplies Amount 2,055Activity Facility Improvement/Projects Amount 154Activity PT Mini-Grant Program Amount 250Activity Kickball Cookout Activity Hispanic Heritage Night Activity Black History Celebration Activity Holiday Party Activity Interpretation (PT & ICS) Amount 203Activity New Equipment for School Amount 250 |
| Description of other expenses Part I line 16 | Description AmountOther (bank/pay pal fees, etc) 924PTO Insurance 440ASE-teacher pay, supplies 650FEAST Garden Coordinator 7,500Accountant 300 |
| Other program services Part III line 31 | New equipment for school $250, PT mini grant program $250,ASE Teacher Pay & Supplies $650, Staff Stipends $1,350, Facility Improvement/Projects $154, Interpretation (PT & ICS) |