Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2024 • EIN 16-1769967

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 19, 2024

11755 Cleveland RoadGarner, NC 27529

(919) 427-0229

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$32,811

Down $12,134 (-27%) from 2023

Net Assets

Down

$32,811

Down $12,134 (-27%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Down

$48,615

Down $10,966 (-18%) from 2023

Expenses

Up

$60,749

Up $43,632 (+255%) from 2023

Net Income

Down

-$12,134

Down $54,598 (-129%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2012: $25,555Liabilities 2012: $02012Assets 2013: $44,058Liabilities 2013: $02013Assets 2014: $40,547Liabilities 2014: $0Net Assets 2014: $40,5472014Assets 2015: $32,262Liabilities 2015: $0Net Assets 2015: $32,2622015Assets 2016: $52,213Liabilities 2016: $0Net Assets 2016: $52,2132016Assets 2017: $63,515Liabilities 2017: $0Net Assets 2017: $63,5152017Assets 2018: $63,002Liabilities 2018: $0Net Assets 2018: $63,0022018Assets 2019: $87,227Liabilities 2019: $0Net Assets 2019: $87,2272019Assets 2020: $67,261Liabilities 2020: $0Net Assets 2020: $67,2612020Assets 2021: $57,962Liabilities 2021: $0Net Assets 2021: $57,9622021Assets 2022: $2,481Liabilities 2022: $0Net Assets 2022: $2,4812022Assets 2023: $44,945Liabilities 2023: $0Net Assets 2023: $44,9452023Assets 2024: $32,811Liabilities 2024: $0Net Assets 2024: $32,8112024Assets 2025: $24,201Liabilities 2025: $0Net Assets 2025: $24,2012025

Highlighted filing

2024

Assets$32,811
Liabilities$0
Net Assets$32,811

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2012: $35,465Expenses 2012: $33,657Net Income 2012: $1,8082012Revenue 2013: $52,618Expenses 2013: $34,115Net Income 2013: $18,5032013Revenue 2014: $47,196Expenses 2014: $50,707Net Income 2014: -$3,5112014Revenue 2015: $43,886Expenses 2015: $52,171Net Income 2015: -$8,2852015Revenue 2016: $46,489Expenses 2016: $26,538Net Income 2016: $19,9512016Revenue 2017: $53,878Expenses 2017: $42,576Net Income 2017: $11,3022017Revenue 2018: $67,440Expenses 2018: $67,953Net Income 2018: -$5132018Revenue 2019: $69,322Expenses 2019: $45,097Net Income 2019: $24,2252019Revenue 2020: $59,382Expenses 2020: $79,348Net Income 2020: -$19,9662020Revenue 2021: $25,105Expenses 2021: $34,404Net Income 2021: -$9,2992021Revenue 2022: $62,231Expenses 2022: $117,712Net Income 2022: -$55,4812022Revenue 2023: $59,581Expenses 2023: $17,117Net Income 2023: $42,4642023Revenue 2024: $48,615Expenses 2024: $60,749Net Income 2024: -$12,1342024Revenue 2025: $49,423Expenses 2025: $58,033Net Income 2025: -$8,6102025

Highlighted filing

2024

Revenue$48,615
Expenses$60,749
Net Income-$12,134
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 19, 2024
Return Version
2023v5.1
Gross Receipts
$75,067
Mission and Program Overview

Mission

Support west view elementary school

Program Services

DescriptionGrantsExpenses
TO PROVIDE CAFETERIA TABLES-$38,024
TO PROVIDE ADDITIONAL SUPPLIES TO THE CLASSROOM-$9,985
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER KEMPFPresident-$0--
ALLISON DUDLEYTreasurer-$0--
JENNIFER KILMERVice President-$0--
HEATHER HACKERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Funrun$71,014$71,014-$71,014
Bingo Event$1,579$1,579-$1,579
Total Events$74,123$74,123-$74,123
Filing and Contact Details

Filer

Filer Name
West View Elementary Pta
EIN
16-1769967
Address
11755 CLEVELAND ROAD, GARNER, NC 27529

Signing Officer

Name
Allison Dudley
Title
Treasurer
Phone
9198805832
Signed
2024-09-19
Discuss with paid preparer
No

Preparer

Firm
Norris & Cooke Accounting Inc
Address
201 S Bright Leaf Blvd Ste 1, Smithfield, NC 27577
Preparer
Kelly M Cooke
Phone
9199347675
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity school support grantee west view elementary school street 11755 cleveland road city, state, zip garner, nc 27529relationship school amount 48,009

Description of other expenses Part I line 16

Description amountinsurance 330hospitality 5,780office expense 118software 186membership dues to state 548awards 167incentives 2,682security 799family engagement 1,426

Raw XML Appendix166 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ALLISON DUDLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09194270229
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011755 CLEVELAND ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GARNER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027529
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044945
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032811
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0205
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12134
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044945
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032811
IRS990EZ/FundraisingGrossIncomeAmt073326
IRS990EZ/GrantsAndSimilarAmountsPaidAmt048009
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0797
IRS990EZ/GrossReceiptsAmt075067
IRS990EZ/GrossSalesOfInventoryAmt0797
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0739
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044945
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032811
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044945
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032811
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER KEMPF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALLISON DUDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER KILMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER HACKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt012036
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT WEST VIEW ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0479
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ADDITIONAL SUPPLIES TO THE CLASSROOM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE CAFETERIA TABLES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09985
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt138024
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026452
IRS990EZ/SpecialEventsNetIncomeLossAmt046874
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060749
IRS990EZ/TotalProgramServiceExpensesAmt048009
IRS990EZ/TotalRevenueAmt048615
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0944
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0907
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02702
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07362
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt074123
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt088606
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt092310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015681
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt097674
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0368394
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0375756
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075067
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt089513
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt094087
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100376
IRS990ScheduleA/Total509Grp/TotalAmt0375756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt075067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt089513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt094087
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt016713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100376
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0375756
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX FUNRUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BINGO EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt071014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01579
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074123
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt071014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01579
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt074123
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt074123
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SCHOOL SUPPORT GRANTEE WEST VIEW ELEMENTARY SCHOOL STREET 11755 CLEVELAND ROAD CITY, STATE, ZIP GARNER, NC 27529RELATIONSHIP SCHOOL AMOUNT 48,009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 330HOSPITALITY 5,780OFFICE EXPENSE 118SOFTWARE 186MEMBERSHIP DUES TO STATE 548AWARDS 167INCENTIVES 2,682SECURITY 799FAMILY ENGAGEMENT 1,426
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLISON DUDLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09198805832
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST VIEW ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0161769967
ReturnHeader/Filer/USAddress/AddressLine1Txt011755 CLEVELAND ROAD
ReturnHeader/Filer/USAddress/CityNm0GARNER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027529
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471964833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Norris & Cooke Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 S Bright Leaf Blvd Ste 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Smithfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027577
ReturnHeader/PreparerPersonGrp/PhoneNum09199347675
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly M Cooke
ReturnHeader/ReturnTs02024-09-27T11:47:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.49$0.58$0.09
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.49$0.61$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.60$0.17$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.62$1.18$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.25$0.34$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.59$0.79$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.69$0.45$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$0.67$0.68$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.54$0.43$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.46$0.27$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.44$0.52$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.47$0.51$0.04
2013Summary only. Only limited summary data is available for this year.$0.44$0.00$0.53$0.34$0.19
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$0.35$0.34$0.02