Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2017 • EIN 56-1784394

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

4500 West Lake RdApex, NC 27539

(919) 662-2300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

90th percentile

81%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-9.2%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$33,891

Up $15,171 (+81%) from 2016

Net Assets

Up

$33,891

Up $15,171 (+81%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$58,948

Down $5,980 (-9.2%) from 2016

Expenses

Down

$43,777

Down $16,483 (-27%) from 2016

Net Income

Up

$15,171

Up $10,503 (+225%) from 2016

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $23,529Liabilities 2012: $02012Assets 2013: $7,068Liabilities 2013: $02013Assets 2014: $14,087Liabilities 2014: $02014Assets 2015: $14,052Liabilities 2015: $02015Assets 2016: $18,720Liabilities 2016: $0Net Assets 2016: $18,7202016Assets 2017: $33,891Liabilities 2017: $0Net Assets 2017: $33,8912017Assets 2018: $27,312Net Assets 2018: $27,3122018Assets 2019: $3,246Net Assets 2019: $3,2462019Assets 2020: $16,361Liabilities 2020: $0Net Assets 2020: $16,3612020Assets 2021: $39,266Net Assets 2021: $39,2662021Assets 2022: $38,472Liabilities 2022: $0Net Assets 2022: $38,4722022Assets 2023: $37,164Liabilities 2023: $0Net Assets 2023: $37,1642023Assets 2024: $36,510Liabilities 2024: $0Net Assets 2024: $36,5102024Assets 2025: $30,716Net Assets 2025: $30,7162025

Highlighted filing

2017

Assets$33,891
Liabilities$0
Net Assets$33,891

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $51,420Expenses 2012: $42,497Net Income 2012: $8,9232012Revenue 2013: $50,926Expenses 2013: $67,387Net Income 2013: -$16,4612013Revenue 2014: $28,620Expenses 2014: $21,601Net Income 2014: $7,0192014Revenue 2015: $52,412Expenses 2015: $52,447Net Income 2015: -$352015Revenue 2016: $64,928Expenses 2016: $60,260Net Income 2016: $4,6682016Revenue 2017: $58,948Expenses 2017: $43,777Net Income 2017: $15,1712017Revenue 2018: $37,510Expenses 2018: $44,089Net Income 2018: -$6,5792018Revenue 2019: $32,729Expenses 2019: $56,795Net Income 2019: -$24,0662019Revenue 2020: $51,523Expenses 2020: $38,408Net Income 2020: $13,1152020Revenue 2021: $37,035Expenses 2021: $14,130Net Income 2021: $22,9052021Revenue 2022: $58,463Expenses 2022: $59,257Net Income 2022: -$7942022Revenue 2023: $65,293Expenses 2023: $66,601Net Income 2023: -$1,3082023Revenue 2024: $96,342Expenses 2024: $96,996Net Income 2024: -$6542024Revenue 2025: $71,255Expenses 2025: $77,049Net Income 2025: -$5,7942025

Highlighted filing

2017

Revenue$58,948
Expenses$43,777
Net Income$15,171
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$130,130
Mission and Program Overview

Mission

To provide program support to West Lake Elementary School and enhance the school experience.

Program Services

DescriptionGrantsExpenses
Provided program support to West Lake Elementary School and enhanced the school experience.$42,493-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer BenningtonPresidentPT$0--
Kim DeGroffTreasurerPT$0--
Jessica SpencerSecretaryPT$0--
Lisa FingerVP Health Adv/LPT$0--
Lori LohmeyerVP Vol CordPT$0--
Dawn EarpVP Ways/MeansPT$0--
Kristen HagopianVP ProgramsPT$0--
Julie BrownVP ClimatePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$72,950$72,950$37,381$35,569
Book Fair$17,363$17,363$17,625$-262
Total Events$101,546$101,546$60,278$41,268
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
Kim DeGroff
Title
Treasurer
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Duke & Duke CPAs PA
Address
225 S Main St, FuquayVarina, NC 27526
Preparer
Jonathan Boone CPA
Phone
9195528000
Supplemental Narrative

Additional Explanations

Other Revenue.1

Misc. Income $217

Other Expenses.1001

Advertising and Promotion $62

Other Expenses.1012

Insurance $420

Other Expenses.1

Cultural Arts $7325

Other Expenses.2

Teacher Grants $5339

Other Expenses.3

National Geographic $4360

Other Expenses.4

Agendas $3675

Other Expenses.5

Security $3505

Other Expenses.6

General Fund $3017

Other Expenses.7

Teacher Luncheons $2820

Other Expenses.8

Technology $2075

Other Expenses.9

Supplies/Equip - Physical Ed $1947

Other Expenses.10

Teacher Appreciation $1850

Other Expenses.11

Wally Bling Tags 16/17 $1685

Other Expenses.12

Science Fair $964

Other Expenses.13

5th Grade Recognition $824

Other Expenses.14

Wally Walk $692

Other Expenses.15

Communications/Supplies $611

Other Expenses.16

Treasurer Fund $444

Other Expenses.17

Website $380

Other Expenses.18

Supplies/Equip - Technology $376

Other Expenses.19

Campus Beautification $235

Other Expenses.20

PTA Kick Off Event $200

Other Expenses.21

Supplies/Equip - Music Dept $146

Other Expenses.22

Supplies/Equip - AG Spelling B $145

Other Expenses.23

Bank Charges $134

Other Expenses.24

Membership Supplies $99

Other Expenses.25

Reflections $97

Raw XML Appendix247 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kristen Hagopian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Julie Brown
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Climate
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043427
IRS990EZ/OtherRevenueTotalAmt0217
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IRS990EZ/WebsiteAddressTxt0www.wlepta.prg
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05991
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04902
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027185
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0125630
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0112643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0583161
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt054
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0217
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0677
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03376
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt02898
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt04249
IRS990ScheduleA/OtherIncome509Grp/TotalAmt011417
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98160
IRS990ScheduleA/PublicSupportPY509Pct00.97670
IRS990ScheduleA/PublicSupportTotal509Amt0610346
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/TotalAmt0610346
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0130130
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0109628
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0123064
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0621817
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt060278
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt072950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017363
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011233
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt072950
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037381
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017625
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Misc. Income $217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Cultural Arts $7325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Grants $5339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5National Geographic $4360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Agendas $3675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Security $3505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8General Fund $3017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Teacher Luncheons $2820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Technology $2075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Supplies/Equip - Physical Ed $1947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Teacher Appreciation $1850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Wally Bling Tags 16/17 $1685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Science Fair $964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt155th Grade Recognition $824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Wally Walk $692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Communications/Supplies $611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Treasurer Fund $444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Website $380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Supplies/Equip - Technology $376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Campus Beautification $235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22PTA Kick Off Event $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Supplies/Equip - Music Dept $146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Supplies/Equip - AG Spelling B $145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Bank Charges $134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Membership Supplies $99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Reflections $97
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.25
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kim DeGroff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0West Lake Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0561784394
ReturnHeader/Filer/PhoneNum09196622300
ReturnHeader/Filer/USAddress/AddressLine1Txt04500 West Lake Rd
ReturnHeader/Filer/USAddress/CityNm0Apex
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027539
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Duke & Duke CPAs PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 S Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FuquayVarina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027526
ReturnHeader/PreparerPersonGrp/PhoneNum09195528000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan Boone CPA
ReturnHeader/ReturnTs02017-11-13T07:13:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$30.7$30.7$71.3$77.0$5.79
2024Detailed filing. Detailed filing data is available for this year.$36.5$0.00$36.5$96.3$97.0$0.65
2023Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$65.3$66.6$1.31
2022Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$58.5$59.3$0.79
2021Detailed filing. Detailed filing data is available for this year.$39.3$39.3$37.0$14.1$22.9
2020Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$51.5$38.4$13.1
2019Detailed filing. Detailed filing data is available for this year.$3.25$3.25$32.7$56.8$24.1
2018Detailed filing. Detailed filing data is available for this year.$27.3$27.3$37.5$44.1$6.58
2017Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$58.9$43.8$15.2
2016Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$64.9$60.3$4.67
2015Summary only. Only limited summary data is available for this year.$14.1$0.00$52.4$52.4$0.04
2014Summary only. Only limited summary data is available for this year.$14.1$0.00$28.6$21.6$7.02
2013Summary only. Only limited summary data is available for this year.$7.07$0.00$50.9$67.4$16.5
2012Summary only. Only limited summary data is available for this year.$23.5$0.00$51.4$42.5$8.92