Liabilities / Assets
69th percentile
Tied with the lowest-debt nonprofits in its peer group.
PTA North Carolina Congress
990EZ • Fiscal year 2024 • EIN 56-1784394
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
70th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
35th percentile
Higher net margin than 35% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
41st percentile
Faster asset growth than 41% of similar nonprofits.
Revenue Growth
79th percentile
Faster revenue growth than 79% of similar nonprofits.
Balance Sheet
Assets
Down$36,510
Down $654 (-1.8%) from 2023
Net Assets
Down$36,510
Down $654 (-1.8%) from 2023
Liabilities
Flat$0
Flat from 2023
Revenue And Expenses
Revenue
Up$96,342
Up $31,049 (+48%) from 2023
Expenses
Up$96,996
Up $30,395 (+46%) from 2023
Net Income
Up-$654
Up $654 (+50%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Oct 29, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $96,384
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. | - | $96,206 |
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
- 2024-10-29
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Hb Morgan Inc
- Address
- 215 EAST CHATHAM STREET SUITE 210, CARY, NC 27511
- Preparer
- Olivia N Stewart CPA
- Phone
- 9193883901
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Book fair book fair expenses 3,978 apex remix apex remix expenses 27,969 teacher give-back 4,405 other events spiritwear expenses 94 special event expenses 737 science fair 1,341 student celebrations 2,557 legacy project 4,447 academic competitions 411 clubs 314 expenses pta marketing 550 media license 611 dues & subscriptions 6,539 treasurer supplies 807 bank charges 20 media reimbursement 3,995 educational presentations 1,481 teacher appreciation/luncheon 8,943 insurance 420 parent/child specialist 694 snack pantry 435 garden 181 cultural arts 2,500 class supplies 5,048 guidance supplies 500 literacy ambassadors 354 teacher reimbursement 7,713 non-investment depreciation 9,602 total 96,646”
Form 990-ez, Part II, Line 24
“Building enhancements 0 4,000 less accumulated depreciation 0 4,000 campus improvements 0 5,602 less accumulated depreciation 0 5,602 total 0 0”
Form 990-ez, Part III
“To provide program support to west lake elementary school and enhance the school experience.”
Raw XML Appendix148 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| 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 | 37164 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 36510 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3812 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -654 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 350 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 37164 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 36510 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 3919 |
| IRS990EZ/GrossReceiptsAmt | 0 | 96384 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 9 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 37164 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 36510 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 37164 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 36510 |
| 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 | 96646 |
| 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 | 88644 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED PROGRAM SUPPORT TO WEST LAKE ELEMENTARY SCHOOL AND ENHANCED THE SCHOOL EXPERIENCE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 96206 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 42 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 3877 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | NC |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 96996 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 96206 |
| IRS990EZ/TotalRevenueAmt | 0 | 96342 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.WLEPTA.PRG |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | 1,605 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART III, LINE 12 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 3812 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 4930 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4424 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1128 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 888 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 15182 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 92572 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 93505 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 97377 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 57553 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 95279 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 436286 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1605 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 1605 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99650 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99570 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 451468 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 96384 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 98435 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 101801 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 58681 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 96167 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 451468 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 96384 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 98435 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 101801 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 58681 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 97772 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 453073 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | BOOK FAIR BOOK FAIR EXPENSES 3,978 APEX REMIX APEX REMIX EXPENSES 27,969 TEACHER GIVE-BACK 4,405 OTHER EVENTS SPIRITWEAR EXPENSES 94 SPECIAL EVENT EXPENSES 737 SCIENCE FAIR 1,341 STUDENT CELEBRATIONS 2,557 LEGACY PROJECT 4,447 ACADEMIC COMPETITIONS 411 CLUBS 314 EXPENSES PTA MARKETING 550 MEDIA LICENSE 611 DUES & SUBSCRIPTIONS 6,539 TREASURER SUPPLIES 807 BANK CHARGES 20 MEDIA REIMBURSEMENT 3,995 EDUCATIONAL PRESENTATIONS 1,481 TEACHER APPRECIATION/LUNCHEON 8,943 INSURANCE 420 PARENT/CHILD SPECIALIST 694 SNACK PANTRY 435 GARDEN 181 CULTURAL ARTS 2,500 CLASS SUPPLIES 5,048 GUIDANCE SUPPLIES 500 LITERACY AMBASSADORS 354 TEACHER REIMBURSEMENT 7,713 NON-INVESTMENT DEPRECIATION 9,602 TOTAL 96,646 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | BUILDING ENHANCEMENTS 0 4,000 LESS ACCUMULATED DEPRECIATION 0 4,000 CAMPUS IMPROVEMENTS 0 5,602 LESS ACCUMULATED DEPRECIATION 0 5,602 TOTAL 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TO PROVIDE PROGRAM SUPPORT TO WEST LAKE ELEMENTARY SCHOOL AND ENHANCE 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 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| 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 | 2024-10-29 |
| 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 | 2024-10-29 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | OLIVIA N STEWART CPA |
| ReturnHeader/ReturnTs | 0 | 2024-10-30T15:47:57-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $36,510
- Liabilities
- $0
- Net assets
- $36,510
- Revenue
- $96,342
- Expenses
- $96,996
- Net income
- -$654