Civic Intelligence

Pleasant Union Elementary School PTA

990EZ • Fiscal year 2025 • EIN 56-1787682

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 17, 2025

Organization ProfilePUEPTA.MEMBERHUB.COM
1900 Pleasant Union Church RdRaleigh, NC 27614

(919) 870-4230

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

16th percentile

-23%

Higher net margin than 16% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

19th percentile

-24%

Faster asset growth than 19% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

-4.9%

Faster revenue growth than 39% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$42,921

Down $13,262 (-24%) from 2024

Net Assets

Down

$42,921

Down $13,262 (-24%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin16th percentile

Revenue

Down

$56,842

Down $2,952 (-4.9%) from 2024

Expenses

Up

$70,104

Up $25,885 (+59%) from 2024

Net Income

Down

-$13,262

Down $28,837 (-185%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$60K$40K$20K$0Assets 2012: $20,298Liabilities 2012: $02012Assets 2013: $22,201Liabilities 2013: $02013Assets 2014: $21,539Liabilities 2014: $0Net Assets 2014: $21,5392014Assets 2015: $28,788Liabilities 2015: $0Net Assets 2015: $28,7882015Assets 2016: $30,556Liabilities 2016: $0Net Assets 2016: $30,5562016Assets 2017: $29,005Liabilities 2017: $0Net Assets 2017: $29,0052017Assets 2018: $30,934Liabilities 2018: $0Net Assets 2018: $30,9342018Assets 2019: $34,288Liabilities 2019: $0Net Assets 2019: $34,2882019Assets 2020: $31,229Liabilities 2020: $02020Assets 2021: $34,773Liabilities 2021: $0Net Assets 2021: $34,7732021Assets 2022: $40,135Liabilities 2022: $0Net Assets 2022: $40,1352022Assets 2023: $40,608Liabilities 2023: $0Net Assets 2023: $40,6082023Assets 2024: $56,183Liabilities 2024: $0Net Assets 2024: $56,1832024Assets 2025: $42,921Liabilities 2025: $0Net Assets 2025: $42,9212025

Highlighted filing

2025

Assets$42,921
Liabilities$0
Net Assets$42,921
Open 2025 Filing

Operations Trend

Revenue Growth39th percentile

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

$100K$50K$0-$50KRevenue 2012: $26,557Expenses 2012: $27,153Net Income 2012: -$5962012Revenue 2013: $28,509Expenses 2013: $26,606Net Income 2013: $1,9032013Revenue 2014: $39,296Expenses 2014: $39,958Net Income 2014: -$6622014Revenue 2015: $39,012Expenses 2015: $31,763Net Income 2015: $7,2492015Revenue 2016: $42,622Expenses 2016: $40,854Net Income 2016: $1,7682016Revenue 2017: $27,107Expenses 2017: $28,658Net Income 2017: -$1,5512017Revenue 2018: $45,816Expenses 2018: $43,887Net Income 2018: $1,9292018Revenue 2019: $39,790Expenses 2019: $36,436Net Income 2019: $3,3542019Revenue 2020: $46,728Expenses 2020: $48,995Net Income 2020: -$2,2672020Revenue 2021: $25,366Expenses 2021: $21,822Net Income 2021: $3,5442021Revenue 2022: $40,567Expenses 2022: $35,205Net Income 2022: $5,3622022Revenue 2023: $51,679Expenses 2023: $51,206Net Income 2023: $4732023Revenue 2024: $59,794Expenses 2024: $44,219Net Income 2024: $15,5752024Revenue 2025: $56,842Expenses 2025: $70,104Net Income 2025: -$13,2622025

Highlighted filing

2025

Revenue$56,842
Expenses$70,104
Net Income-$13,262
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$86,503
Mission and Program Overview

Mission

Supporting of a public institution

Public school (elementary) support

Program Services

DescriptionGrantsExpenses
CLASSROOM SUPPLEMENTS AND CURRICULUM SUPPORT BENEFITTING APPROXIMATELY 600 STUDENTS-$42,790
PROVIDE CULTURAL AND EDUCATIONAL EXPERIENCES FRO APPROXIMATELY 600 STUDENTS-$8,873
TECHNOLOGY BENEFITTING APPROXIMATELY 600 STUDENTS-$3,975
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONICA CHAUSecretaryPT$0--
GINA CHAPINTreasurerPT$0--
FAYE LEATHERSVice PresidentPT$0--
KATIE MAKHIJAVice PresidentPT$0--
REBECCA OLSENPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair----
Boosterthon----
Filing and Contact Details

Filer

Filer Name
Pleasant Union Elementary School Pta
EIN
56-1787682
In Care Of
% REBECCA OLSEN
Phone
9198704230
Address
1900 PLEASANT UNION CHURCH RD, RALEIGH, NC 27614

Signing Officer

Name
Rebecca Olsen
Title
President
Phone
9198704230
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Debra Fowler CPA PA
Address
304C West Millbrook Road, Raleigh, NC 27609
Preparer
Debra a Fowler
Phone
9198475556
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountSHOPPING REBATES 2,719”

Description of other expenses Part I line 16

“Description AmountADMINISTRATION 2,503CLASSROOM & CURRICULUM SUPPORT 42,790CULTURAL ARTS 6,100AUTHOR VISIT 2,773PHYSICAL EDUCATION EQUIPMENT 1,650TECHNOLOGY SUPPORT 3,975FIFTH GRADE GRADUATION 2,968STAFF PROFESSIONAL DEVELOPMENT 147FIELD DAY 294BOOK COLLECTION 4,763LANDSCAPING 1,598”

Raw XML Appendix173 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/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01744
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt042921
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONICA CHAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GINA CHAPIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FAYE LEATHERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE MAKHIJA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REBECCA OLSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt069561
IRS990EZ/OtherRevenueTotalAmt02719
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL (ELEMENTARY) SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM SUPPLEMENTS AND CURRICULUM SUPPORT BENEFITTING APPROXIMATELY 600 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE CULTURAL AND EDUCATIONAL EXPERIENCES FRO APPROXIMATELY 600 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TECHNOLOGY BENEFITTING APPROXIMATELY 600 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042790
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18873
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23975
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026617
IRS990EZ/SpecialEventsNetIncomeLossAmt043236
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070104
IRS990EZ/TotalProgramServiceExpensesAmt055638
IRS990EZ/TotalRevenueAmt056842
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PUEPTA.MEMBERHUB.COM
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561137759
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt060673
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PLEASANT UNION ELEMENTARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt060673
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSHOPPING REBATES 2,719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountADMINISTRATION 2,503CLASSROOM & CURRICULUM SUPPORT 42,790CULTURAL ARTS 6,100AUTHOR VISIT 2,773PHYSICAL EDUCATION EQUIPMENT 1,650TECHNOLOGY SUPPORT 3,975FIFTH GRADE GRADUATION 2,968STAFF PROFESSIONAL DEVELOPMENT 147FIELD DAY 294BOOK COLLECTION 4,763LANDSCAPING 1,598
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA OLSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09198704230
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLEASANT UNION ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PLEA
ReturnHeader/Filer/EIN0561787682
ReturnHeader/Filer/InCareOfNm0% REBECCA OLSEN
ReturnHeader/Filer/PhoneNum09198704230
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 PLEASANT UNION CHURCH RD
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027614
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561620992
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Debra Fowler CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0304C West Millbrook Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Raleigh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09198475556
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA A FOWLER
ReturnHeader/ReturnTs02025-11-17T17:11:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,921
Liabilities
$0
Net assets
$42,921
Revenue
$56,842
Expenses
$70,104
Net income
-$13,262
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$56.8$70.1$13.3
2024Detailed filing. Detailed filing data is available for this year.$56.2$0.00$56.2$59.8$44.2$15.6
2023Detailed filing. Detailed filing data is available for this year.$40.6$0.00$40.6$51.7$51.2$0.47
2022Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$40.6$35.2$5.36
2021Detailed filing. Detailed filing data is available for this year.$34.8$0.00$34.8$25.4$21.8$3.54
2020Summary only. Only limited summary data is available for this year.$31.2$0.00$46.7$49.0$2.27
2019Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$39.8$36.4$3.35
2018Detailed filing. Detailed filing data is available for this year.$30.9$0.00$30.9$45.8$43.9$1.93
2017Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$27.1$28.7$1.55
2016Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$42.6$40.9$1.77
2015Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$39.0$31.8$7.25
2014Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$39.3$40.0$0.66
2013Summary only. Only limited summary data is available for this year.$22.2$0.00$28.5$26.6$1.90
2012Summary only. Only limited summary data is available for this year.$20.3$0.00$26.6$27.2$0.60