Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2023 • EIN 56-1784394

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 26, 2023

Organization Profilewww.wlepta.prg
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

68th percentile

0.00x

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

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.00x

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

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Net Margin

33rd percentile

-2.0%

Higher net margin than 33% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-3.4%

Faster asset growth than 39% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

12%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$37,164

Down $1,308 (-3.4%) from 2022

Net Assets

Down

$37,164

Down $1,308 (-3.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin33rd percentile

Revenue

Up

$65,293

Up $6,830 (+12%) from 2022

Expenses

Up

$66,601

Up $7,344 (+12%) from 2022

Net Income

Down

-$1,308

Down $514 (-65%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

2023

Assets$37,164
Liabilities$0
Net Assets$37,164
Open 2023 Filing

Operations Trend

Revenue Growth55th percentile

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

2023

Revenue$65,293
Expenses$66,601
Net Income-$1,308
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 26, 2023
Return Version
2022v5.0
Gross Receipts
$98,435
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.-$65,821
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BillieJo CochranVice PresidentPT$0--
Amanda AustinTreasurerPT$0--
Nicole MorrisPresidentPT$0--
Michelle ShieldsSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Remix$74,282$74,282$27,418$46,864
Book Fair$9,997$9,997$5,190$4,807
Total Events$84,279$84,279$32,608$51,671
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
2023-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Hb Morgan Inc
Address
225 S MAIN ST, FUQUAY VARINA, NC 27526
Preparer
Jonathan Boone CPA
Phone
9195528000
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $420”

Other Expenses.1

“Legacy Project $8610”

Other Expenses.2

“Teacher Grants $7406”

Other Expenses.3

“Apex Remix - Teacher Give Back $6999”

Other Expenses.4

“Educational Presentations $5468”

Other Expenses.5

“Campus Beautification $4339”

Other Expenses.6

“Media Reimbursement $4000”

Other Expenses.7

“Teacher Appreciation $3726”

Other Expenses.8

“Teacher Luncheons $2675”

Other Expenses.9

“5th Grade Recognition $2401”

Other Expenses.10

“Teacher Kick off $2360”

Other Expenses.11

“Building Enhancements $2083”

Other Expenses.12

“Supplies/Equip - Art $2000”

Other Expenses.13

“Special Events $1724”

Other Expenses.14

“Snack Pantry $1680”

Other Expenses.15

“Cultural Arts $1595”

Other Expenses.16

“Science Fair $1283”

Other Expenses.17

“PTA Marketing $1099”

Other Expenses.18

“Supplies/Equip - Music $911”

Other Expenses.19

“Supplies/Equip - STEM $884”

Other Expenses.20

“Subscriptions $795”

Other Expenses.21

“Membership Dues $736”

Other Expenses.22

“Media License $581”

Other Expenses.23

“Supplies/Equip - Guidance $478”

Other Expenses.24

“Supplies/Equip - Physical Ed $469”

Other Expenses.25

“Clubs $342”

Other Expenses.26

“Garden $305”

Other Expenses.27

“Parent Child Specialist Collab $216”

Other Expenses.28

“Treasurer Supplies $199”

Other Expenses.29

“Software $180”

Other Expenses.30

“Quarterly Kids Celebration $142”

Other Expenses.31

“Agendas $85”

Other Expenses.32

“Academic Competitions $50”

Other Expenses.33

“Bank Charges $10”

Raw XML Appendix234 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Amanda Austin
IRS990EZ/BooksInCareOfDetail/PhoneNum09195528888
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04500 West Lake Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Apex
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027539
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038472
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037164
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04930
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1308
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038472
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037164
IRS990EZ/FundraisingGrossIncomeAmt093505
IRS990EZ/GrossReceiptsAmt098435
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038472
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037164
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038472
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037164
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BillieJo Cochran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amanda Austin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nicole Morris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michelle Shields
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt066251
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/ProgramServiceExpensesAmt065821
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033142
IRS990EZ/SpecialEventsNetIncomeLossAmt060363
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt066601
IRS990EZ/TotalProgramServiceExpensesAmt065821
IRS990EZ/TotalRevenueAmt065293
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.wlepta.prg
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013148
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt093505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt097377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt095279
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0104141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0447855
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01605
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0407
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02012
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99570
IRS990ScheduleA/PublicSupportPY509Pct00.99510
IRS990ScheduleA/PublicSupportTotal509Amt0461003
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt098435
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0101801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058681
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt096167
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0105919
IRS990ScheduleA/Total509Grp/TotalAmt0461003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt098435
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0101801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058681
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt097772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0106326
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0463015
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032608
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Apex Remix
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt074282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09997
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt084279
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt074282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09997
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt084279
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt051671
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032608
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027418
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Legacy Project $8610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Grants $7406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Apex Remix - Teacher Give Back $6999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Educational Presentations $5468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Campus Beautification $4339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Media Reimbursement $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Teacher Appreciation $3726
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Teacher Luncheons $2675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt95th Grade Recognition $2401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Teacher Kick off $2360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Building Enhancements $2083
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Supplies/Equip - Art $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Special Events $1724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Snack Pantry $1680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Cultural Arts $1595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Science Fair $1283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PTA Marketing $1099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Supplies/Equip - Music $911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Supplies/Equip - STEM $884
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Subscriptions $795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Membership Dues $736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Media License $581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Supplies/Equip - Guidance $478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Supplies/Equip - Physical Ed $469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Clubs $342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Garden $305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Parent Child Specialist Collab $216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Treasurer Supplies $199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Software $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Quarterly Kids Celebration $142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Agendas $85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Academic Competitions $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33Bank Charges $10
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Other Expenses.31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Other Expenses.32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Other Expenses.33
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Austin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-26
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843969237
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HB MORGAN INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 S MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FUQUAY VARINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027526
ReturnHeader/PreparerPersonGrp/PhoneNum09195528000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan Boone CPA
ReturnHeader/ReturnTs02023-10-26T08:30:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Amanda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Austin
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,164
Liabilities
$0
Net assets
$37,164
Revenue
$65,293
Expenses
$66,601
Net income
-$1,308
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