Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2021 • EIN 56-1784394

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 30, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

92nd percentile

140%

Faster asset growth than 92% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-28%

Faster revenue growth than 26% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$39,266

Up $22,905 (+140%) from 2020

Net Assets

Up

$39,266

Up $22,905 (+140%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$37,035

Down $14,488 (-28%) from 2020

Expenses

Down

$14,130

Down $24,278 (-63%) from 2020

Net Income

Up

$22,905

Up $9,790 (+75%) from 2020

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

2021

Assets$39,266
Liabilities-
Net Assets$39,266

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

2021

Revenue$37,035
Expenses$14,130
Net Income$22,905
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 30, 2021
Return Version
2020v4.0
Gross Receipts
$58,681
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.$13,096-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robin HigginsPresidentPT$0--
Elizabeth SwaringenTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Remix$51,346$51,346$21,014$30,332
Total Events$51,346$51,346$21,014$30,332
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
Elizabeth Swaringen
Title
Treasurer
Signed
2021-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Duke & Boone Cpas Pa
Address
225 S Main Street, Fuquay Varina, NC 27526
Preparer
Jonathan Boone CPA
Phone
9195528000
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $420

Other Expenses.1

Teacher Grants $4916

Other Expenses.2

Teacher Luncheons $2853

Other Expenses.3

Teacher Kick off $1474

Other Expenses.4

5th Grade Recognition $1439

Other Expenses.5

Supplies/Equip- Guidance $882

Other Expenses.6

Media License $581

Other Expenses.7

Teacher Appreciation $372

Other Expenses.8

Spiritwear $221

Other Expenses.9

Software $159

Other Expenses.10

Membership Dues $155

Other Expenses.11

Treasurer Supplies $44

Other Expenses.12

Bank charges $12

Raw XML Appendix181 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/PhoneNum09195528888
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04500 West Lake Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Apex
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027539
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016361
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022905
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0602
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013528
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide program support to West Lake Elementary School and enhance the school experience.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided program support to West Lake Elementary School and enhanced the school experience.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013096
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021646
IRS990EZ/SpecialEventsNetIncomeLossAmt035907
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014130
IRS990EZ/TotalProgramServiceExpensesAmt013096
IRS990EZ/TotalRevenueAmt037035
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.wlepta.prg
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04121
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012198
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt095279
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0104141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0104749
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0125630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0487352
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01605
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0407
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0330
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0217
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02559
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99490
IRS990ScheduleA/PublicSupportPY509Pct00.99450
IRS990ScheduleA/PublicSupportTotal509Amt0499550
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058681
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096167
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0105919
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0108870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0129913
IRS990ScheduleA/Total509Grp/TotalAmt0499550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058681
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt097772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0106326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0109200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0130130
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0502109
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021014
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Apex Remix
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051346
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051346
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051346
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051346
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030332
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021014
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher Grants $4916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Luncheons $2853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Kick off $1474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt45th Grade Recognition $1439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies/Equip- Guidance $882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Media License $581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Teacher Appreciation $372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Spiritwear $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Software $159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Membership Dues $155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Treasurer Supplies $44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bank charges $12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Swaringen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-30
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/PreparerFirmEIN0208040769
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUKE & BOONE CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 S Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fuquay Varina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027526
ReturnHeader/PreparerPersonGrp/PhoneNum09195528000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan Boone CPA
ReturnHeader/ReturnTs02021-09-30T10:43:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Elizabeth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Swaringen
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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