Civic Intelligence

PTA North Carolina Congress Herbert Akins Road Elementary School

EIN 26-4750529 • 501(c)3 • Fuquay Varina, NC

Profile

To provide educational support and cultural enrichment

2255 Herbert Akins RoadFuquay Varina, NC 27526

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

95th percentile

206%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-28%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,002

Up $20,183 (+206%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$30,002

Up $20,183 (+206%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Down

$86,268

Down $34,336 (-28%) from 2024

Expenses

Down

$66,088

Down $73,663 (-53%) from 2024

Net Income

Up

$20,180

Up $39,327 (+205%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2013: $13,616Liabilities 2013: $0Net Assets 2013: $13,6162013Assets 2014: $15,286Liabilities 2014: $0Net Assets 2014: $15,2862014Assets 2015: $27,208Liabilities 2015: $0Net Assets 2015: $27,2082015Assets 2016: $35,076Liabilities 2016: $0Net Assets 2016: $35,0762016Assets 2017: $31,703Liabilities 2017: $0Net Assets 2017: $31,7032017Assets 2018: $38,694Liabilities 2018: $0Net Assets 2018: $38,6942018Assets 2019: $35,562Liabilities 2019: $0Net Assets 2019: $35,5622019Assets 2020: $9,340Liabilities 2020: $0Net Assets 2020: $9,3402020Assets 2021: $14,635Net Assets 2021: $14,6352021Assets 2022: $60,812Net Assets 2022: $60,8122022Assets 2023: $28,966Net Assets 2023: $28,9662023Assets 2024: $9,819Net Assets 2024: $9,8192024Assets 2025: $30,002Net Assets 2025: $30,0022025

Highlighted filing

2025

Assets$30,002
Liabilities-
Net Assets$30,002
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2013: $22,083Expenses 2013: $27,231Net Income 2013: -$5,1482013Revenue 2014: $22,958Expenses 2014: $21,288Net Income 2014: $1,6702014Revenue 2015: $45,324Expenses 2015: $32,632Net Income 2015: $12,6922015Revenue 2016: $44,203Expenses 2016: $36,335Net Income 2016: $7,8682016Revenue 2017: $40,585Expenses 2017: $42,286Net Income 2017: -$1,7012017Revenue 2018: $37,520Expenses 2018: $25,698Net Income 2018: $11,8222018Revenue 2019: $25,927Expenses 2019: $29,059Net Income 2019: -$3,1322019Revenue 2020: $13,336Expenses 2020: $39,558Net Income 2020: -$26,2222020Revenue 2021: $117,754Expenses 2021: $112,460Net Income 2021: $5,2942021Revenue 2022: $132,714Expenses 2022: $86,535Net Income 2022: $46,1792022Revenue 2023: $154,909Expenses 2023: $186,753Net Income 2023: -$31,8442023Revenue 2024: $120,604Expenses 2024: $139,751Net Income 2024: -$19,1472024Revenue 2025: $86,268Expenses 2025: $66,088Net Income 2025: $20,1802025

Highlighted filing

2025

Revenue$86,268
Expenses$66,088
Net Income$20,180
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,002
Liabilities
-
Net assets
$30,002
Revenue
$86,268
Expenses
$66,088
Net income
$20,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.86$0.66$0.20
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.10$1.21$1.40$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.55$1.87$0.32
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.61$1.33$0.87$0.46
2021Detailed filing. Detailed filing data is available for this year.$0.15$0.15$1.18$1.12$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.13$0.40$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.26$0.29$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.38$0.26$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.41$0.42$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.44$0.36$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.45$0.33$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.23$0.21$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$0.22$0.27$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 3, 2025
Return Version
2024v5.0
Gross Receipts
$87,027
Mission and Program Overview

Mission

To provide educational support and cultural enrichment

The primary exempt purpose of the herbert akins road elementary school pta is to provide educational support and cultural enrichment to the teachers and students of the school.

Program Services

DescriptionGrantsExpenses
TO ENHANCE THE ENVIRONMENT AND EDUCATIONAL EXPERIENCE OF THE TEACHERS AND STUDENTS.-$64,494
PROVIDE MODERN, UP TO DATE TECHNOLOGY TO THE TEACHER AND STUDENTS OF THE SCHOOL TO ENHANCE THE EDUCATIONAL EXPERIENCE.--
PURCHASE NEW EQUIPMENT FOR SCHOOL--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE MARIEAPresident-$0--
ELIZABETH CAMPBELLVice Preside-$0--
MARIE RAJAKTreasurer-$0--
ABBY HENDRICKSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress Herbert
EIN
26-4750529
Phone
9195674100
Address
2255 HERBERT AKINS ROAD, FUQUAY VARINA, NC 27526

Signing Officer

Name
Marie Rajak
Title
Treasurer
Phone
9196073995
Signed
2025-12-03
Discuss with paid preparer
Yes

Preparer

Firm
Alexander Guess CPA Pa
Address
105 BRADY CT STE A, CARY, NC 27511
Preparer
James Roy Farmer Jr Ea
Phone
9193807450
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Yearbook ads yearbook ads 25 book fair book fair 169 expenses office supplies & postage 96 copier/printer 72 insurance 435 cultural arts program 4,990 fifth grade celebration 1,500 hospitality 4,638 teacher subsidy 3,333 field trips 331 art 1,235 teacher of the year 270 science fair 75 read across america 763 education programs 619 media center 1,500 instruct tech/licensing 1,254 science olympiad 2,360 family enrichment 753 veteran's breakfast 257 pbis 349 advocacy 245 girls on the run 100 global festival 25 principal discretionary f 20,577 beautification 230 fifth grade shirts & sign 2,237 garden club 35 legacy project 3,642 spreading kindness 596 ecs - hawk market 658 membership dues 531 teacher grant 1,757 total 55,657”

Form 990-ez, Part III

“The primary exempt purpose of the herbert akins road elementary school pta is to provide educational support and cultural enrichment to the teachers and students of the school.”

Form 990-ez, Part III, Line 31

“To enhance the environment and educational experience of the teachers and students.”

Raw XML Appendix148 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0MARIE RAJAK
IRS990EZ/BooksInCareOfDetail/PhoneNum09195674100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02255 HERBERT AKINS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FUQUAY VARINA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027526
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09822
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030002
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03683
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020180
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010431
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09822
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030002
IRS990EZ/FundraisingGrossIncomeAmt06100
IRS990EZ/GrossReceiptsAmt087027
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09822
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030002
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09822
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030002
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE MARIEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIE RAJAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ABBY HENDRICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055657
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY EXEMPT PURPOSE OF THE HERBERT AKINS ROAD ELEMENTARY SCHOOL PTA IS TO PROVIDE EDUCATIONAL SUPPORT AND CULTURAL ENRICHMENT TO THE TEACHERS AND STUDENTS OF THE SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt077244
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE MODERN, UP TO DATE TECHNOLOGY TO THE TEACHER AND STUDENTS OF THE SCHOOL TO ENHANCE THE EDUCATIONAL EXPERIENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PURCHASE NEW EQUIPMENT FOR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO ENHANCE THE ENVIRONMENT AND EDUCATIONAL EXPERIENCE OF THE TEACHERS AND STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064494
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0759
IRS990EZ/SpecialEventsNetIncomeLossAmt05341
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066088
IRS990EZ/TotalProgramServiceExpensesAmt064494
IRS990EZ/TotalRevenueAmt086268
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03683
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04329
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015539
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0573
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0573
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt083344
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0116275
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0152520
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0132689
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0112701
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0597529
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0613641
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt087027
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0120604
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0154909
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0133347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0117754
IRS990ScheduleA/Total509Grp/TotalAmt0613641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087027
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0120604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0154909
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0133347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0117754
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0613641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YEARBOOK ADS YEARBOOK ADS 25 BOOK FAIR BOOK FAIR 169 EXPENSES OFFICE SUPPLIES & POSTAGE 96 COPIER/PRINTER 72 INSURANCE 435 CULTURAL ARTS PROGRAM 4,990 FIFTH GRADE CELEBRATION 1,500 HOSPITALITY 4,638 TEACHER SUBSIDY 3,333 FIELD TRIPS 331 ART 1,235 TEACHER OF THE YEAR 270 SCIENCE FAIR 75 READ ACROSS AMERICA 763 EDUCATION PROGRAMS 619 MEDIA CENTER 1,500 INSTRUCT TECH/LICENSING 1,254 SCIENCE OLYMPIAD 2,360 FAMILY ENRICHMENT 753 VETERAN'S BREAKFAST 257 PBIS 349 ADVOCACY 245 GIRLS ON THE RUN 100 GLOBAL FESTIVAL 25 PRINCIPAL DISCRETIONARY F 20,577 BEAUTIFICATION 230 FIFTH GRADE SHIRTS & SIGN 2,237 GARDEN CLUB 35 LEGACY PROJECT 3,642 SPREADING KINDNESS 596 ECS - HAWK MARKET 658 MEMBERSHIP DUES 531 TEACHER GRANT 1,757 TOTAL 55,657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRIMARY EXEMPT PURPOSE OF THE HERBERT AKINS ROAD ELEMENTARY SCHOOL PTA IS TO PROVIDE EDUCATIONAL SUPPORT AND CULTURAL ENRICHMENT TO THE TEACHERS AND STUDENTS OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ENHANCE THE ENVIRONMENT AND EDUCATIONAL EXPERIENCE OF THE TEACHERS AND STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE RAJAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09196073995
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS HERBERT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AKINS ROAD ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0264750529
ReturnHeader/Filer/PhoneNum09195674100
ReturnHeader/Filer/USAddress/AddressLine1Txt02255 HERBERT AKINS ROAD
ReturnHeader/Filer/USAddress/CityNm0FUQUAY VARINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027526
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562059695
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEXANDER GUESS CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 BRADY CT STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027511
ReturnHeader/PreparerPersonGrp/PhoneNum09193807450
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES ROY FARMER JR EA
ReturnHeader/ReturnTs02025-12-08T10:16:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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Peer Organizations

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