PTA NORTH CAROLINA CONGRESS: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PTA NORTH CAROLINA CONGRESS (EIN 27-0752176)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-14
- IRS object ID
- 202003199349200215
- Schema version
- 2019v5.1
- 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 | 2020-11-14T08:59:26-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270752176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANCE ELEMENTARY SCHOOL PARENT TEAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANC | 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 | Adrienne Bernardi | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8282739734 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lonnie Bewernitz | PreparerPersonNm |
| PTIN | P00889152 | PTIN |
| Phone | 8282803784 | PhoneNum |
| Preparation | 2020-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.255.170.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-14 | IPDt |
| IP Tm | 09:03:23 | IPTm |
| Federal Original Submission Id | 69160320203195jbjhrm | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2E29C094ECEAB8F8FD07B0843ED34400FF5D7B8C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2E29C094ECEAB8F8FD07B0843ED34400FF5D7B8C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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://vanceparentteam.org/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $72,020 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $8,052 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $9,876 | ProgramServiceRevenueAmt |
| Fundraising Gross Income | $54,092 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $23,733 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $30,359 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $48,287 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $16,696 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $14,191 | OtherExpensesTotalAmt |
| Total Expenses | $30,887 | TotalExpensesAmt |
| Excess Or Deficit For Year | $17,400 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $45,507 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,907 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,507 | BOYAmt |
| EOY | $62,907 | 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 | $45,507 | BOYAmt |
| EOY | $62,907 | 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 | $45,507 | BOYAmt |
| EOY | $62,907 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | Support for Vance Elementary Community | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| ASE-After School Enrichment-Supports and enriches Vance Elementary School learning with afterschool extra-curricular classes three times per year. Reaches 50% of students. | $5,825 |
| 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 |
| Teacher Stipends-All certified staff members are given annual stipends to use for classroom supplies, projects etc. Our goal is for teachers to spend less of their own money. | $3,500 |
| Other program services | $13,196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,021 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Carrie Turner | ||||
| Co-Chair | 2.00 | $0 | $0 | $0 |
| Katie Brush | ||||
| Co-Chair | 2.00 | $0 | $0 | $0 |
| Jennifer Mar | ||||
| Secretary | 0.50 | $0 | $0 | $0 |
| Adrienne Bernardi | ||||
| Treasurer | 3.00 | $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 | Adrienne Bernardi | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 Samayoa Place | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8282739734 | 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 | $1,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,802 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,052 | CurrentTaxYearAmt |
| Total | $30,872 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,802 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,052 | CurrentTaxYearAmt |
| Total | $30,872 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $30,872 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,120 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,174 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,968 | CurrentTaxYearAmt |
| Total | $312,459 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $343,331 | TotalSupportAmt |
| Public Support CY170 | 0.08990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.13700 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test PY | Yes (X) | TenPctFactsCrcmstncsTestPYInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 10 Facts and Circumstances Test Part II line 17a or 17b | FormAndLineReferenceDesc |
| Explanation | Vance Elementary School Parent Team operates as a PTO organization for an elementary school. As is typical of PTO organizations, we do not receive a high amount of direct monetary gifts from our communmity but rather have to engage in fundraising activity for our income. We do seek support from families and businesses connected to the school. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Boosterthon | Event1Nm |
| Gross Receipts Event1 | $50,618 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $30,359 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,259 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $20,259 | OtherDirectExpensesEvent1Amt |
| Event2 | Book Fairs | Event2Nm |
| Gross Receipts Event2 | $3,474 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $3,474 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,474 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $54,092 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $30,359 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,733 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,733 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $23,733 | DirectExpenseSummaryEventsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Attachment | FormAndLineReferenceDesc |
| Explanation | Fundraising event (boosterthon Fun Run) was donation based and all income was in the form of contributions. The expenses from Boosterthon were paid to the Boosterthon corporation for organizing and coordinating the event. | ExplanationTxt |
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 3,500Activity Professional Development Amount 423Activity STEAM Stipends Amount 1,277Activity Staff Appreciation Amount 2,842Activity Garden Supplies Amount 1,317Activity Facility Improvement/Projects Amount 4,406Activity PT Mini-Grant Program Amount 934Activity Kickball Cookout Amount 525Activity Hispanic Heritage Night Amount 313Activity Black History Celebration Amount 380Activity Holiday Party Amount 515Activity Interpretation (PT & ICS) Amount 264 |
| Description of other expenses Part I line 16 | Description AmountHospitality 323Other (bank/pay pal fees, etc) 103PTO Insurance 440ASE-teacher pay, supplies 5,825FEAST Garden Coordinator 7,500 |
| Other program services Part III line 31 | STEAM Stipends $1276, Staff Appreciation $2843, Garden supplies $1317, Facility Improvement $3405, Compost $1000, PT Mini-Grant Program $934, Kickball cookout $525, Hispanic Heritage Night $313, Black HIstory Celebration $380, Holiday Party $515, Interpretation (PT & ICS) $264 |