Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
West Lake Elementary PTA
EIN 56-1784394 • 501(c)3 • Apex, NC
Profile
To provide program support to West Lake Elementary School and enhance the 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
33rd percentile
Higher net margin than 33% 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
42nd percentile
Faster asset growth than 42% of similar nonprofits.
Revenue Growth
60th percentile
Faster revenue growth than 60% of similar nonprofits.
Balance Sheet
Assets
Down$30,716
Down $5,794 (-16%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$30,716
Down $5,794 (-16%) from 2024
Revenue
Down$71,255
Down $25,087 (-26%) from 2024
Expenses
Down$77,049
Down $19,947 (-21%) from 2024
Net Income
Down-$5,794
Down $5,140 (-786%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $30,716
- Liabilities
- -
- Net assets
- $30,716
- Revenue
- $71,255
- Expenses
- $77,049
- Net income
- -$5,794
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Dec 2, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $71,282
Mission and Program Overview
Mission
To provide program support to West Lake Elementary School and enhance the school experience.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED PROGRAM SUPPORT TO WEST LAKE ELEMENTARY SCHOOL AND ENHANCED THE SCHOOL EXPERIENCE. | - | $73,252 |
| PROVIDED PROGRAM SUPPORT TO WEST LAKE ELEMENTARY SCHOOL AND ENHANCED THE SCHOOL EXPERIENCE. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MICHELLS SHIELDS | President | PT | $0 | - | - |
| AMANDA AUSTIN | Vice Preside | PT | $0 | - | - |
| SUNNIE VANDERHAYDEN | Secretary | PT | $0 | - | - |
| JENNA JORDAN | Treasurer | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- West Lake Elementary Pta
- EIN
- 56-1784394
- Phone
- 9196622300
- Address
- 4500 WEST LAKE RD, APEX, NC 27539
Signing Officer
- Name
- Jenna Jordan
- Title
- Treasurer
- Phone
- 9196622300
- Signed
- 2025-12-02
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Hb Morgan Inc
- Address
- 215 EAST CHATHAM STREET SUITE 210, CARY, NC 27511
- Preparer
- Alan S King CPA
- Phone
- 9193883901
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Book fair book fair expenses 5,161 reimbursement 4,516 apex remix apex remix expenses 7,359 other events special events 2,974 science fair 1,015 student celebrations 13 academic competitions 365 art show 69 5th grade projects 8,412 expenses pta marketing 630 media license 642 school subscriptions 7,664 treasurer supplies 307 bank charges 20 money minder renewal 299 educational presentations 3,863 teacher appreciation week 1,503 teacher luncheons 2,500 teacher kick off 2,500 wcpss "of the year" banquet 236 insurance 420 parent/child specialist 779 snack pantry 906 cultural arts 1,528 class supplies 6,125 literacy ambassadors 744 teacher reimbursement 5,870 advocacy 2,336 climate 3,067 membership dues 977 clubs 872 non-investment depreciation 2,877 total 76,549”
Form 990-ez, Part II, Line 24
“9,602 12,479 less accumulated depreciation 9,602 12,479 total 0 0”
Form 990-ez, Part III
“To provide program support to west lake elementary school and enhance the school experience.”
Form 990-ez, Part III, Line 31
“Provided program support to west lake elementary school and enhanced the school experience.”
Raw XML Appendix158 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/PersonNm | 0 | JENNA JORDAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9196622300 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4500 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 | 36510 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 30716 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 10341 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -5794 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 500 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 36510 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 30716 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 3626 |
| IRS990EZ/GrossReceiptsAmt | 0 | 71282 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 10 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 36510 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 30716 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 36510 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 30716 |
| 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 | MICHELLS SHIELDS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | AMANDA AUSTIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SUNNIE VANDERHAYDEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JENNA JORDAN |
| 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 | 76549 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE PROGRAM SUPPORT TO WEST LAKE ELEMENTARY SCHOOL AND ENHANCE THE SCHOOL EXPERIENCE. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 57305 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED PROGRAM SUPPORT TO WEST LAKE ELEMENTARY SCHOOL AND ENHANCED THE SCHOOL EXPERIENCE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROVIDED PROGRAM SUPPORT TO WEST LAKE ELEMENTARY SCHOOL AND ENHANCED THE SCHOOL EXPERIENCE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 73252 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 27 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 3599 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | NC |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 77049 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 73252 |
| IRS990EZ/TotalRevenueAmt | 0 | 71255 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://WLES.GIVEBACKS.COM/ |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 10341 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3812 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4930 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4424 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1128 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 24635 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 10 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 10 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 60931 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 92572 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 93505 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 97377 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 57553 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 401938 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 10 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 10 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99650 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 426573 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 71272 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 96384 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 98435 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 101801 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 58681 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 426573 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 71282 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 96384 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 98435 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 101801 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 58681 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 426583 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | BOOK FAIR BOOK FAIR EXPENSES 5,161 REIMBURSEMENT 4,516 APEX REMIX APEX REMIX EXPENSES 7,359 OTHER EVENTS SPECIAL EVENTS 2,974 SCIENCE FAIR 1,015 STUDENT CELEBRATIONS 13 ACADEMIC COMPETITIONS 365 ART SHOW 69 5TH GRADE PROJECTS 8,412 EXPENSES PTA MARKETING 630 MEDIA LICENSE 642 SCHOOL SUBSCRIPTIONS 7,664 TREASURER SUPPLIES 307 BANK CHARGES 20 MONEY MINDER RENEWAL 299 EDUCATIONAL PRESENTATIONS 3,863 TEACHER APPRECIATION WEEK 1,503 TEACHER LUNCHEONS 2,500 TEACHER KICK OFF 2,500 WCPSS "OF THE YEAR" BANQUET 236 INSURANCE 420 PARENT/CHILD SPECIALIST 779 SNACK PANTRY 906 CULTURAL ARTS 1,528 CLASS SUPPLIES 6,125 LITERACY AMBASSADORS 744 TEACHER REIMBURSEMENT 5,870 ADVOCACY 2,336 CLIMATE 3,067 MEMBERSHIP DUES 977 CLUBS 872 NON-INVESTMENT DEPRECIATION 2,877 TOTAL 76,549 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 9,602 12,479 LESS ACCUMULATED DEPRECIATION 9,602 12,479 TOTAL 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TO PROVIDE PROGRAM SUPPORT TO WEST LAKE ELEMENTARY SCHOOL AND ENHANCE THE SCHOOL EXPERIENCE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | PROVIDED PROGRAM SUPPORT TO WEST LAKE ELEMENTARY SCHOOL AND ENHANCED THE SCHOOL EXPERIENCE. |
| 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 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JENNA JORDAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9196622300 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-12-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WEST LAKE ELEMENTARY PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WEST |
| ReturnHeader/Filer/EIN | 0 | 561784394 |
| ReturnHeader/Filer/PhoneNum | 0 | 9196622300 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4500 WEST 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 | 2025-12-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ALAN S KING CPA |
| ReturnHeader/ReturnTs | 0 | 2025-12-02T15:31:18-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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