Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
West Lake Middle School PTA
EIN 56-1780718 • 501(c)3 • Apex, NC
Profile
To enhance the public school experience.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
30th percentile
Faster asset growth than 30% of similar nonprofits.
Revenue Growth
54th percentile
Faster revenue growth than 54% of similar nonprofits.
Balance Sheet
Assets
Down$26,977
Down $14,584 (-35%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$26,977
Down $14,584 (-35%) from 2024
Revenue
Up$33,597
Up $7,161 (+27%) from 2024
Expenses
Up$48,180
Up $20,775 (+76%) from 2024
Net Income
Down-$14,583
Down $13,614 (-1405%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $26,977
- Liabilities
- -
- Net assets
- $26,977
- Revenue
- $33,597
- Expenses
- $48,180
- Net income
- -$14,583
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Nov 19, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $33,597
Mission and Program Overview
Mission
To enhance the public school experience.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| ENHANCE THE PUBLIC SCHOOL EXPERIENCE THROUGH STUDENT PROGRAMS AND RECOGNITION, ENHANCING TECHNOLOGY, CLASSROOM MINIGRANTS, BULLYING PREVENTION, CULTURAL ARTS, HOPITATLITY/STAFF APPRECIATION, AND ASSISTING STUDENTS WITH SPECIAL NEEDS. | - | $47,210 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TRACY GOZZO | President | PT | $0 | - | - |
| REBECCA JOHNS | Vice Preside | PT | $0 | - | - |
| LAURA WOOD | Secretary | PT | $0 | - | - |
| KIM LEVINE | Treasurer | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- West Lake Middle School Pta
- EIN
- 56-1780718
- Phone
- 9196628391
- Address
- 4600 W LAKE RD, APEX, NC 27539
Signing Officer
- Name
- Kim Levine
- Title
- Treasurer
- Phone
- 9196628391
- Signed
- 2025-11-19
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Hb Morgan Inc
- Address
- 215 EAST CHATHAM STREET SUITE 210, CARY, NC 27511
- Preparer
- Olivia N Stewart CPA
- Phone
- 9193883901
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Fundraiser campaign other expenses 3,428 other fundraisers other expenses 4,034 expenses insurance 470 staff apreciation/hospita 6,495 teacher of yr 236 teacher reimbursements 770 8th grade eoy celebration 3,619 agendas 1,171 dance/school activities 6,461 general operation 564 dues & subscriptions 308 cultural arts programs 850 field trips 4,000 clubs 2,060 non-investment depreciation 13,214 total 47,680”
Form 990-ez, Part II, Line 24
“3,396 16,610 less accumulated depreciation 3,396 16,610 total 0 0”
Form 990-ez, Part III, Line 28
“Enhance the public school experience through student programs and recognition, enhancing technology, classroom minigrants, bullying prevention, cultural arts, hopitatlity/staff appreciation, and assisting students with special needs.”
Raw XML Appendix144 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | KIMBERLY LEVINE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9196628391 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4600 WEST LAKE RD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | APEX |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 27539 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 41560 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 26977 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3358 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -14583 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 500 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 41560 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 26977 |
| IRS990EZ/GrossReceiptsAmt | 0 | 33597 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 41560 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 26977 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 41560 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 26977 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TRACY GOZZO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | REBECCA JOHNS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LAURA WOOD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KIM LEVINE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 47680 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO ENHANCE THE PUBLIC SCHOOL EXPERIENCE. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 30239 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ENHANCE THE PUBLIC SCHOOL EXPERIENCE THROUGH STUDENT PROGRAMS AND RECOGNITION, ENHANCING TECHNOLOGY, CLASSROOM MINIGRANTS, BULLYING PREVENTION, CULTURAL ARTS, HOPITATLITY/STAFF APPRECIATION, AND ASSISTING STUDENTS WITH SPECIAL NEEDS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 47210 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | NC |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 48180 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 47210 |
| IRS990EZ/TotalRevenueAmt | 0 | 33597 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | 404 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART III, LINE 12 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 3358 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3313 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1375 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2423 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 8068 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 18537 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 30239 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 23123 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 34626 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 29867 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 3030 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 120885 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 404 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 404 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99710 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99360 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 139422 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 33597 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 26436 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 36001 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 32290 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 11098 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 139422 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 33597 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 26436 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 36001 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 32290 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 11502 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 139826 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FUNDRAISER CAMPAIGN OTHER EXPENSES 3,428 OTHER FUNDRAISERS OTHER EXPENSES 4,034 EXPENSES INSURANCE 470 STAFF APRECIATION/HOSPITA 6,495 TEACHER OF YR 236 TEACHER REIMBURSEMENTS 770 8TH GRADE EOY CELEBRATION 3,619 AGENDAS 1,171 DANCE/SCHOOL ACTIVITIES 6,461 GENERAL OPERATION 564 DUES & SUBSCRIPTIONS 308 CULTURAL ARTS PROGRAMS 850 FIELD TRIPS 4,000 CLUBS 2,060 NON-INVESTMENT DEPRECIATION 13,214 TOTAL 47,680 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 3,396 16,610 LESS ACCUMULATED DEPRECIATION 3,396 16,610 TOTAL 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ENHANCE THE PUBLIC SCHOOL EXPERIENCE THROUGH STUDENT PROGRAMS AND RECOGNITION, ENHANCING TECHNOLOGY, CLASSROOM MINIGRANTS, BULLYING PREVENTION, CULTURAL ARTS, HOPITATLITY/STAFF APPRECIATION, AND ASSISTING STUDENTS WITH SPECIAL NEEDS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KIM LEVINE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9196628391 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-19 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WEST LAKE MIDDLE SCHOOL PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WEST |
| ReturnHeader/Filer/EIN | 0 | 561780718 |
| ReturnHeader/Filer/PhoneNum | 0 | 9196628391 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4600 W LAKE RD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | APEX |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 27539 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 843969237 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HB MORGAN INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 215 EAST CHATHAM STREET SUITE 210 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CARY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 27511 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9193883901 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-19 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | OLIVIA N STEWART CPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-19T14:57:58-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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