Civic Intelligence

PTA North Carolina Congress Salem Elementary

990EZ • Fiscal year 2025 • EIN 56-2198913

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 06, 2025

Organization ProfileN/A
6116 Old Jenks RoadApex, NC 27523-2842

(919) 363-2865

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

75th percentile

19%

Higher net margin than 75% 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

79th percentile

28%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$58,105

Up $12,831 (+28%) from 2024

Net Assets

Up

$58,105

Up $12,831 (+28%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin75th percentile

Revenue

Up

$67,507

Up $17,871 (+36%) from 2024

Expenses

Up

$54,676

Up $9,699 (+22%) from 2024

Net Income

Up

$12,831

Up $8,172 (+175%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$80K$60K$40K$20K$0Assets 2011: $12,784Liabilities 2011: $02011Assets 2012: $12,653Liabilities 2012: $02012Assets 2013: $12,522Liabilities 2013: $02013Assets 2014: $13,076Liabilities 2014: $02014Assets 2015: $28,012Liabilities 2015: $02015Assets 2016: $14,432Net Assets 2016: $14,4322016Assets 2017: $15,131Net Assets 2017: $15,1312017Assets 2018: $18,084Net Assets 2018: $18,0842018Assets 2019: $23,076Net Assets 2019: $23,0762019Assets 2020: $20,894Net Assets 2020: $20,8942020Assets 2021: $54,438Net Assets 2021: $54,4382021Assets 2022: $67,025Liabilities 2022: $0Net Assets 2022: $67,0252022Assets 2023: $40,615Liabilities 2023: $0Net Assets 2023: $40,6152023Assets 2024: $45,274Liabilities 2024: $0Net Assets 2024: $45,2742024Assets 2025: $58,105Liabilities 2025: $0Net Assets 2025: $58,1052025

Highlighted filing

2025

Assets$58,105
Liabilities$0
Net Assets$58,105
Open 2025 Filing

Operations Trend

Revenue Growth81st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $58,552Expenses 2011: $58,552Net Income 2011: $02011Revenue 2012: $52,598Expenses 2012: $52,598Net Income 2012: $02012Revenue 2013: $50,652Expenses 2013: $50,653Net Income 2013: -$12013Revenue 2014: $43,049Expenses 2014: $44,957Net Income 2014: -$1,9082014Revenue 2015: $50,016Expenses 2015: $35,080Net Income 2015: $14,9362015Revenue 2016: $47,941Expenses 2016: $61,129Net Income 2016: -$13,1882016Revenue 2017: $27,101Expenses 2017: $26,868Net Income 2017: $2332017Revenue 2018: $25,970Expenses 2018: $23,017Net Income 2018: $2,9532018Revenue 2019: $34,136Expenses 2019: $29,144Net Income 2019: $4,9922019Revenue 2020: $26,017Expenses 2020: $28,260Net Income 2020: -$2,2432020Revenue 2021: $46,266Expenses 2021: $13,079Net Income 2021: $33,1872021Revenue 2022: $34,257Expenses 2022: $21,357Net Income 2022: $12,9002022Revenue 2023: $78,655Expenses 2023: $104,928Net Income 2023: -$26,2732023Revenue 2024: $49,636Expenses 2024: $44,977Net Income 2024: $4,6592024Revenue 2025: $67,507Expenses 2025: $54,676Net Income 2025: $12,8312025

Highlighted filing

2025

Revenue$67,507
Expenses$54,676
Net Income$12,831
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$85,249
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
TO SUPPORT EDUCATIONAL PROGRAMS AND TEACHERS AT SALEM ELEMENTARY SCHOOL-$47,611
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN SCHULTZPresidentPT$0--
MARCIE LONGOTreasurerPT$0--
KATEE SISSLERSecretaryPT$0--
DOUG PAYNEVice PresidentPT$0--
KIMBERLY MACDONALDVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

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

Filer

Filer Name
Pta North Carolina Congress Salem Elementary
EIN
56-2198913
In Care Of
% ERIN SCHULTZ
Phone
9193632865
Address
6116 OLD JENKS ROAD, APEX, NC 27523-2842

Signing Officer

Name
Erin Schultz
Title
President
Phone
9193632865
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Lori Aveni CPA PLLC
Address
PO Box 119, Vilas, NC 28692
Preparer
Lori a Aveni
Phone
9193082470
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountADMINISTRATIVE EXPENSES 2,236BANK AND MERCHANT CHARGES 457CULTURAL ARTS 3,782MEMBERSHIP DUES 945STUDENT AND SCHOOL SUPPORT PROGRAMS 24,873TEACHER APPRECIATION AND SUPPORT 17,070INSURANCE 545SCHOOL SPIRIT ACTIVITIES 1,885SOFTWARE 923SUPPLIES 119”

Raw XML Appendix172 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APEX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0275232842
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045274
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IRS990EZ/ExcessOrDeficitForYearAmt012831
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IRS990EZ/GrossSalesOfInventoryAmt06336
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt01790
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIN SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARCIE LONGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATEE SISSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOUG PAYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIMBERLY MACDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt052835
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt01476
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT EDUCATIONAL PROGRAMS AND TEACHERS AT SALEM ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047611
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015901
IRS990EZ/SpecialEventsNetIncomeLossAmt049228
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054676
IRS990EZ/TotalProgramServiceExpensesAmt047611
IRS990EZ/TotalRevenueAmt067507
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013784
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03748
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04410
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029679
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065129
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt055476
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0116067
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0128366
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt066874
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0431912
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0541
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0541
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0462132
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078913
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0121018
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0134956
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068021
IRS990ScheduleA/Total509Grp/TotalAmt0462132
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt078913
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0121018
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0134956
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068021
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0462132
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX REMIX
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADMINISTRATIVE EXPENSES 2,236BANK AND MERCHANT CHARGES 457CULTURAL ARTS 3,782MEMBERSHIP DUES 945STUDENT AND SCHOOL SUPPORT PROGRAMS 24,873TEACHER APPRECIATION AND SUPPORT 17,070INSURANCE 545SCHOOL SPIRIT ACTIVITIES 1,885SOFTWARE 923SUPPLIES 119
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09193632865
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS SALEM ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0562198913
ReturnHeader/Filer/InCareOfNm0% ERIN SCHULTZ
ReturnHeader/Filer/PhoneNum09193632865
ReturnHeader/Filer/USAddress/AddressLine1Txt06116 OLD JENKS ROAD
ReturnHeader/Filer/USAddress/CityNm0APEX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0275232842
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464277197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lori Aveni CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 119
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vilas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028692
ReturnHeader/PreparerPersonGrp/PhoneNum09193082470
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI A AVENI
ReturnHeader/ReturnTs02025-11-06T17:26:35-05:00
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
$58,105
Liabilities
$0
Net assets
$58,105
Revenue
$67,507
Expenses
$54,676
Net income
$12,831
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.68$0.55$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.50$0.45$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.79$1.05$0.26
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.34$0.21$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.46$0.13$0.33
2020Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.26$0.28$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.34$0.29$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.26$0.23$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.15$0.27$0.27$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.48$0.61$0.13
2015Summary only. Only limited summary data is available for this year.$0.28$0.00$0.50$0.35$0.15
2014Summary only. Only limited summary data is available for this year.$0.13$0.00$0.43$0.45$0.02
2013Summary only. Only limited summary data is available for this year.$0.13$0.00$0.51$0.51$0.00
2012Summary only. Only limited summary data is available for this year.$0.13$0.00$0.53$0.53$0.00
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.59$0.59$0.00