Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Oberlin Middle School PTA
EIN 57-0788190 • 501(c)3 • Raleigh, NC
Profile
Student support, enrichment & education
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
19th percentile
Faster asset growth than 19% of similar nonprofits.
Revenue Growth
61st percentile
Faster revenue growth than 61% of similar nonprofits.
Balance Sheet
Assets
Down$43,081
Down $34,147 (-44%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$43,081
Down $34,147 (-44%) from 2023
Revenue
Up$75,758
Up $5,078 (+7.2%) from 2023
Expenses
Up$109,905
Up $41,775 (+61%) from 2023
Net Income
Down-$34,147
Down $36,697 (-1439%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $43,081
- Liabilities
- -
- Net assets
- $43,081
- Revenue
- $75,758
- Expenses
- $109,905
- Net income
- -$34,147
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Jul 4, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $133,915
Mission and Program Overview
Mission
Student support, enrichment & education
Program Services
| Description | Grants | Expenses |
|---|---|---|
| STUDENT SUPPORT, ENRICHMENT & EDUCATION | - | $108,305 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ANN MAILLY | President | - | $0 | - | - |
| CATHY WOLFE | Treasurer | - | $0 | - | - |
| LUCY AUSTIN | Treasurer-El | - | $0 | - | - |
| STEPHANIE HALE | Secretary | - | $0 | - | - |
| JULIE DALTON | VP Hospitali | - | $0 | - | - |
| JENI CORN | Advocacy CHA | - | $0 | - | - |
| ELIZABETH SMITH | Booster Club | - | $0 | - | - |
| MEGHANN ADAMS | Booster Club | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Booster Club | $56,680 | $56,680 | $38,664 | $18,016 |
| Spiritwear/conc | $21,604 | $21,604 | $19,493 | $2,111 |
| Total Events | $78,284 | $78,284 | $58,157 | $20,127 |
Filing and Contact Details
Filer
- Filer Name
- Oberlin Middle School Pta
- EIN
- 57-0788190
- Phone
- 9198814860
- Address
- 2816 OBERLIN ROAD, RALEIGH, NC 27608
Signing Officer
- Name
- Lucy Austin
- Title
- Treasurer-elect
- Phone
- 9198814860
- Signed
- 2025-07-04
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Thomas J Rollins CPA
- Address
- 3008 ANDERSON DRIVE SUITE 200, RALEIGH, NC 27609
- Preparer
- Thomas J Rollins
- Phone
- 9197838484
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Spring fundraiser spring fundraiser expense 33,365 expenses teacher appreciation - ex 8,149 operating expense 1,100 mini grants - expense 9,527 membership dues - expense 2,954 hospitality - expense 4,401 curriculum support - expe 158 curriculum supplemental - 6,234 cultural arts - expense 5,950 athletic banquet - expens 405 agenda book - expense 3,537 administration expense 3,711 academic honor roll - exp 6,477 battle of the books - exp 616 book fair - expenses 5,267 beautification 468 character education - exp 367 eighth grade celebration 5,958 outreach 8,185 literacy fund 1,985 reflections 61 six grade orientation - o 530 total 109,405”
Form 990-ez, Part II, Line 24
“Accounts receivable 763 763 total 763 763”
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.
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|---|---|---|
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| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -34147 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 500 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 43081 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 78284 |
| IRS990EZ/GrossReceiptsAmt | 0 | 133915 |
| IRS990EZ/GroupExemptionNum | 0 | 8535 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 77228 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 43081 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 77228 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LUCY AUSTIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | STEPHANIE HALE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JULIE DALTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JENI CORN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ELIZABETH SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | MEGHANN ADAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER-EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VP HOSPITALI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | ADVOCACY CHA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOOSTER CLUB |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | BOOSTER CLUB |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 763 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 763 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 109405 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | STUDENT SUPPORT, ENRICHMENT & EDUCATION |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 32657 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | STUDENT SUPPORT, ENRICHMENT & EDUCATION |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 108305 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 58157 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 20127 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 109905 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 108305 |
| IRS990EZ/TotalRevenueAmt | 0 | 75758 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 22974 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 6361 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 7470 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3762 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2672 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 43239 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 110941 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 111265 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 86569 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 71757 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 136477 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 517009 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99990 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 560248 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 133915 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 117626 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 94039 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 75519 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 139149 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 560248 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 133915 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 117626 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 94039 |
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| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 560248 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | BOOSTER CLUB |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | SPIRITWEAR/CONC |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 56680 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 20127 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 58157 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 38664 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 19493 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SPRING FUNDRAISER SPRING FUNDRAISER EXPENSE 33,365 EXPENSES TEACHER APPRECIATION - EX 8,149 OPERATING EXPENSE 1,100 MINI GRANTS - EXPENSE 9,527 MEMBERSHIP DUES - EXPENSE 2,954 HOSPITALITY - EXPENSE 4,401 CURRICULUM SUPPORT - EXPE 158 CURRICULUM SUPPLEMENTAL - 6,234 CULTURAL ARTS - EXPENSE 5,950 ATHLETIC BANQUET - EXPENS 405 AGENDA BOOK - EXPENSE 3,537 ADMINISTRATION EXPENSE 3,711 ACADEMIC HONOR ROLL - EXP 6,477 BATTLE OF THE BOOKS - EXP 616 BOOK FAIR - EXPENSES 5,267 BEAUTIFICATION 468 CHARACTER EDUCATION - EXP 367 EIGHTH GRADE CELEBRATION 5,958 OUTREACH 8,185 LITERACY FUND 1,985 REFLECTIONS 61 SIX GRADE ORIENTATION - O 530 TOTAL 109,405 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNTS RECEIVABLE 763 763 TOTAL 763 763 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LUCY AUSTIN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER-ELECT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9198814860 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-07-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OBERLIN MIDDLE SCHOOL PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OBER |
| ReturnHeader/Filer/EIN | 0 | 570788190 |
| ReturnHeader/Filer/PhoneNum | 0 | 9198814860 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2816 OBERLIN ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | RALEIGH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 27608 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 562045354 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | THOMAS J ROLLINS CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3008 ANDERSON DRIVE SUITE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | RALEIGH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 27609 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9197838484 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-07-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | THOMAS J ROLLINS |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-07-09T19:29:51-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
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