Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2022 • EIN 56-1784394

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 28, 2022

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

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE B • <$500k nonprofits • Source year 2022

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE B • <$500k nonprofits • Source year 2022

Net Margin

35th percentile

-1.4%

Higher net margin than 35% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Source year 2022

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2022 filings • NTEE B • <$500k nonprofits • Source year 2022

Asset Growth

41st percentile

-2.0%

Faster asset growth than 41% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

58%

Faster revenue growth than 66% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$38,472

Down $794 (-2.0%) from 2021

Net Assets

Down

$38,472

Down $794 (-2.0%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$58,463

Up $21,428 (+58%) from 2021

Expenses

Up

$59,257

Up $45,127 (+319%) from 2021

Net Income

Down

-$794

Down $23,699 (-103%) from 2021

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

2022

Assets$38,472
Liabilities$0
Net Assets$38,472

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

2022

Revenue$58,463
Expenses$59,257
Net Income-$794
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 28, 2022
Return Version
2021v4.0
Gross Receipts
$101,801
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.-$58,465
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine Kraft PhdPresidentPT$0--
Amanda AustinTreasurerPT$0--
Nicole MorrisVice PresidentPT$0--
Jenifer SwindellSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Remix$74,217$74,217$33,520$40,697
Book Fair$12,412$12,412$7,622$4,790
Total Events$92,546$92,546$41,142$51,404
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
Amanda Austin
Title
Treasurer
Signed
2022-09-28
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.1003

Information Technology $3094

Other Expenses.1012

Insurance $420

Other Expenses.1

Televisions and Installation $20000

Other Expenses.2

Campus Beautification $5282

Other Expenses.3

Teacher Grants $5163

Other Expenses.4

Agendas $2719

Other Expenses.5

Teacher Luncheons $2634

Other Expenses.6

Teacher Kick off $2521

Other Expenses.7

Teacher Appreciation $2456

Other Expenses.8

5th Grade Recognition $1802

Other Expenses.9

Grow our Kids Food Pantry $1367

Other Expenses.10

Program Expenses $1167

Other Expenses.11

Parent Child Specialist Collab $1000

Other Expenses.12

Square One Art $960

Other Expenses.13

Supplies/Equip - Technology $954

Other Expenses.14

Special Events $908

Other Expenses.15

Supplies/Equip - Physical Ed $875

Other Expenses.16

Supplies/Equip-Music $864

Other Expenses.17

Subscriptions $795

Other Expenses.18

Membership Dues $714

Other Expenses.19

Tech/Furnishing/Carpet Cleans $675

Other Expenses.20

Science Fair $603

Other Expenses.21

Media License $581

Other Expenses.22

Legacy Project $290

Other Expenses.23

Supplies/Equip - AG Spelling B $229

Other Expenses.24

Software $179

Other Expenses.25

Meetings $172

Other Expenses.26

Garden $151

Other Expenses.27

Treasurer Supplies $115

Other Expenses.28

Reflections $102

Other Expenses.29

Field Day $93

Other Expenses.30

Bank Charges $22

Raw XML Appendix233 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/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058465
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.wlepta.prg
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04121
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012339
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0330
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02342
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99510
IRS990ScheduleA/PublicSupportPY509Pct00.99490
IRS990ScheduleA/PublicSupportTotal509Amt0471438
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0101801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058681
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105919
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0108870
IRS990ScheduleA/Total509Grp/TotalAmt0471438
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0101801
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt097772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0106326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0109200
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0473780
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041142
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Apex Remix
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt074217
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05917
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt092546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt074217
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05917
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt092546
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt051404
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041142
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt033520
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07622
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $3094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Televisions and Installation $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Campus Beautification $5282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Grants $5163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Agendas $2719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Teacher Luncheons $2634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Teacher Kick off $2521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Teacher Appreciation $2456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt95th Grade Recognition $1802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Grow our Kids Food Pantry $1367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Program Expenses $1167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Parent Child Specialist Collab $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Square One Art $960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Supplies/Equip - Technology $954
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Special Events $908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Supplies/Equip - Physical Ed $875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Supplies/Equip-Music $864
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Subscriptions $795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Membership Dues $714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Tech/Furnishing/Carpet Cleans $675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Science Fair $603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Media License $581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Legacy Project $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Supplies/Equip - AG Spelling B $229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Software $179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Meetings $172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Garden $151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Treasurer Supplies $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Reflections $102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Field Day $93
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Bank Charges $22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Other Expenses.30
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/PersonNm0Amanda Austin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-28
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/ReturnTs02022-09-28T10:32:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Amanda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Austin
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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