Civic Intelligence

PTA North Carolina Congress 1002 Lufkin Road Yr Middle School PTA

EIN 56-2144792 • 501(c)3 • Apex, NC

Profile

The assist with Middle school education and teacher programs

1002 Lufkin RdApex, NC 27502

www.wcpss.net/lufkinroadms

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

33rd percentile

-7.7%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

38th percentile

-12%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

29th percentile

-27%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$24,290

Down $3,443 (-12%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$24,290

Down $3,444 (-12%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Down

$44,612

Down $16,232 (-27%) from 2024

Expenses

Down

$48,055

Down $10,563 (-18%) from 2024

Net Income

Down

-$3,443

Down $5,669 (-255%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2011: $22,628Liabilities 2011: $02011Assets 2012: $16,435Liabilities 2012: $02012Assets 2013: $5,454Liabilities 2013: $02013Assets 2014: $12,939Liabilities 2014: $02014Assets 2015: $20,984Liabilities 2015: $0Net Assets 2015: $20,9842015Assets 2024: $27,733Net Assets 2024: $27,7342024Assets 2025: $24,290Net Assets 2025: $24,2902025

Highlighted filing

2025

Assets$24,290
Liabilities-
Net Assets$24,290
Open 2025 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2011: $28,069Expenses 2011: $16,465Net Income 2011: $11,6042011Revenue 2012: $34,243Expenses 2012: $39,032Net Income 2012: -$4,7892012Revenue 2013: $26,765Expenses 2013: $37,746Net Income 2013: -$10,9812013Revenue 2014: $48,138Expenses 2014: $40,653Net Income 2014: $7,4852014Revenue 2015: $31,985Expenses 2015: $23,940Net Income 2015: $8,0452015Revenue 2024: $60,844Expenses 2024: $58,618Net Income 2024: $2,2262024Revenue 2025: $44,612Expenses 2025: $48,055Net Income 2025: -$3,4432025

Highlighted filing

2025

Revenue$44,612
Expenses$48,055
Net Income-$3,443
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$24,290
Liabilities
-
Net assets
$24,290
Revenue
$44,612
Expenses
$48,055
Net income
-$3,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.3$24.3$44.6$48.1$3.44
2024Detailed filing. Detailed filing data is available for this year.$27.7$27.7$60.8$58.6$2.23
2015Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$32.0$23.9$8.05
2014Summary only. Only limited summary data is available for this year.$12.9$0.00$48.1$40.7$7.49
2013Summary only. Only limited summary data is available for this year.$5.45$0.00$26.8$37.7$11.0
2012Summary only. Only limited summary data is available for this year.$16.4$0.00$34.2$39.0$4.79
2011Summary only. Only limited summary data is available for this year.$22.6$0.00$28.1$16.5$11.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$44,612
Mission and Program Overview

Mission

Support of lufkin road middle school

The assist with Middle school education and teacher programs

Program Services

DescriptionGrantsExpenses
PTA EDUCATION FUNDS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa CarrollTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress 1002
EIN
56-2144792
Phone
9193874465
Address
1002 Lufkin Rd, Apex, NC 27502

Signing Officer

Name
Melissa Carroll
Title
Treasurer
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
AABS INC qbo
Address
202 Oak Pine Drive, Apex, NC 27502
Preparer
Melissa Van Bourgondien EA
Phone
9193033345
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1122”

Other Expenses.1012

“Insurance $526”

Other Expenses.1

“Staff Appreciation $6489”

Other Expenses.2

“Cultural Arts $6400”

Other Expenses.3

“Book Fair Expense $6071”

Other Expenses.4

“8th Grade Celebrations $4444”

Other Expenses.5

“Staff Grants $4023”

Other Expenses.6

“School Dances $3897”

Other Expenses.7

“Locks purchase $3060”

Other Expenses.8

“Spirit Merchandise Expense $2940”

Other Expenses.9

“Student Outreach $1749”

Other Expenses.10

“Academic Recognition $1300”

Other Expenses.11

“Fall Fundraiser Expenses $1061”

Other Expenses.12

“Concessions Expense $977”

Other Expenses.13

“State Sales Tax (4.75%) $825”

Other Expenses.14

“Yard Sign Expense $700”

Other Expenses.15

“Teacher of the Year Banquet $346”

Other Expenses.16

“EOG Support $234”

Other Expenses.17

“Non-food County Sales Tax (2%) $207”

Other Expenses.18

“Grocery County Sales Tax (2%) $177”

Other Expenses.19

“Lightning Bolts Expense $142”

Other Expenses.20

“Transit Co Sales Tax (0.5%) $86”

Other Expenses.21

“Spring Fundraiser exp $81”

Other Expenses.22

“Hospitality $78”

Other Expenses.23

“Transaction Fees $58”

Other Expenses.24

“Non-food County Sales Tax (2%) $58”

Other Expenses.25

“Reflections $25”

Raw XML Appendix170 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/CityNm0Apex
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027502
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047076
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The assist with Middle school education and teacher programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTA EDUCATION FUNDS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt048055
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Appreciation $6489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Cultural Arts $6400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Book Fair Expense $6071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt58th Grade Celebrations $4444
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7School Dances $3897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Locks purchase $3060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Spirit Merchandise Expense $2940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Student Outreach $1749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Academic Recognition $1300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Fall Fundraiser Expenses $1061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Concessions Expense $977
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14State Sales Tax (4.75%) $825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Yard Sign Expense $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Teacher of the Year Banquet $346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17EOG Support $234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Non-food County Sales Tax (2%) $207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Grocery County Sales Tax (2%) $177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Lightning Bolts Expense $142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Transit Co Sales Tax (0.5%) $86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Spring Fundraiser exp $81
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Hospitality $78
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Transaction Fees $58
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Non-food County Sales Tax (2%) $58
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Reflections $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Carroll
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS 1002
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Lufkin Road YR Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0562144792
ReturnHeader/Filer/PhoneNum09193874465
ReturnHeader/Filer/USAddress/AddressLine1Txt01002 Lufkin Rd
ReturnHeader/Filer/USAddress/CityNm0Apex
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027502
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0252415803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AABS INC qbo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0202 Oak Pine Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Apex
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027502
ReturnHeader/PreparerPersonGrp/PhoneNum09193033345
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melissa Van Bourgondien EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-11T08:42:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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