Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2023 • EIN 81-2263060

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 06, 2024

11500 Holly Springs New Hill RdApex, NC 27539

(954) 646-5847

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

$75,016

No earlier filing loaded for comparison.

Net Assets

$75,016

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$174,223

No earlier filing loaded for comparison.

Expenses

$121,350

No earlier filing loaded for comparison.

Net Income

$52,873

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2023: $75,016Liabilities 2023: $0Net Assets 2023: $75,0162023Assets 2024: $122,312Liabilities 2024: $0Net Assets 2024: $122,3122024Assets 2025: $90,075Liabilities 2025: $0Net Assets 2025: $90,0752025

Highlighted filing

2023

Assets$75,016
Liabilities$0
Net Assets$75,016

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2023: $174,223Expenses 2023: $121,350Net Income 2023: $52,8732023Revenue 2024: $214,773Expenses 2024: $167,477Net Income 2024: $47,2962024Revenue 2025: $130,231Expenses 2025: $162,468Net Income 2025: -$32,2372025

Highlighted filing

2023

Revenue$174,223
Expenses$121,350
Net Income$52,873
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 6, 2024
Return Version
2022v5.0
Gross Receipts
$179,161
Mission and Program Overview

Mission

Exclusively for the educational purposes

Program Services

DescriptionGrantsExpenses
ONE OF THE LARGE ANNUAL FUNDRAISERS IS BOOSTERTHON ORGANIZE BY OAKVIEW ELEMENTARY SCHOOL PTA. THE PURPOSE OF THE EVENT WAS TO RAISE FUND TO BUILD OUTDOOR CLASSROOM & OPERATING EXP.$126,222$68,279
THE SCHOOL PTA HOST BOOK FAIR EVENT EVERY YEAR. THE PURPOSE OF THE EVENT IS TO ENCOURGE STUDENTS IN READING AND RAISE FUND TO PURCHASE NEW BOOKS AND MATERIALS FOR THE LIBRARY.$21,204$16,265
OAKVIEW ELEMENTARY SCHOOL PTA ORGANIZES FALL FESTEVERY YEAR WHERE FAMILIES GET TOGETHER TO CONNECT AND SOCIALIZE. THE EVENT IS SUPPORTED BY PARENTS AND SCHOOL.$10,918$3,960
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY COPPOLAPresident-$0--
CHRISTIAN TOBONTreasurer-$0--
EMILY STRAUSSERSecretary-$0--
AMANDA LORDVice President-$0--
ASHLEY ARCANDFundraising-$0--
BROOKE KENSMOENominating Chair-$0--
MARY MACALUSOAdvocacy Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$126,222$126,222$68,279$57,943
Book Fair$21,204$21,204$16,265$4,939
Total Events$158,344$158,344$88,504$69,840
Filing and Contact Details

Filer

Filer Name
Oakview Elementary Pta
EIN
81-2263060
Address
11500 HOLLY SPRINGS NEW HILL RD, APEX, NC 27539

Signing Officer

Name
Emily Strausser
Title
Treasurer
Phone
2153754695
Signed
2024-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Shah & Associates CPA PLLC
Address
310 Raleigh St, Holly Springs, NC 27540
Preparer
Jigna Shah CPA
Phone
9193461011
Supplemental Narrative

Additional Explanations

Amended return information

The organization revenue excessed $50,000 thresholld starting fiscal year ending 06-30-2023. Therefore, the organization was under impression that for 2022 they are qualified to file form 990-n (e-postcard), which was file in timely manner. The organization took an action to file form 990-ez, as soon it discovered that they are not qualified for to file 990-n and will have to file form 990-ez must be filed. At the original form 990-n was filed timely manner and filing form 990-ez as amendment, we would like to request waiver of any potentional penalties it may incurr.

Description of other revenue Part I line 8

Description amount5th grade celebration 2,093

Description of other expenses Part I line 16

Description amountfundraising events expense 91,431wake county pta council dues 50insurance 310office supplies 35hospitality 2,000staff appreciation 2,086teacher of the year banquet 228ta of the year banquet 144awards & recognition 605th grade celebration 2,698enrichment program exp 6,410school exp 2,435teacher grants 12,120field day 349

Raw XML Appendix184 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/OfficerDirectorTrusteeEmplGrp/PersonNm5BROOKE KENSMOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARY MACALUSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5NOMINATING CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ADVOCACY CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt0120356
IRS990EZ/OtherRevenueTotalAmt02093
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ONE OF THE LARGE ANNUAL FUNDRAISERS IS BOOSTERTHON ORGANIZE BY OAKVIEW ELEMENTARY SCHOOL PTA. THE PURPOSE OF THE EVENT WAS TO RAISE FUND TO BUILD OUTDOOR CLASSROOM & OPERATING EXP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE SCHOOL PTA HOST BOOK FAIR EVENT EVERY YEAR. THE PURPOSE OF THE EVENT IS TO ENCOURGE STUDENTS IN READING AND RAISE FUND TO PURCHASE NEW BOOKS AND MATERIALS FOR THE LIBRARY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OAKVIEW ELEMENTARY SCHOOL PTA ORGANIZES FALL FESTEVERY YEAR WHERE FAMILIES GET TOGETHER TO CONNECT AND SOCIALIZE. THE EVENT IS SUPPORTED BY PARENTS AND SCHOOL.
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IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
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IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REVENUE EXCESSED $50,000 THRESHOLLD STARTING FISCAL YEAR ENDING 06-30-2023. THEREFORE, THE ORGANIZATION WAS UNDER IMPRESSION THAT FOR 2022 THEY ARE QUALIFIED TO FILE FORM 990-N (E-POSTCARD), WHICH WAS FILE IN TIMELY MANNER. THE ORGANIZATION TOOK AN ACTION TO FILE FORM 990-EZ, AS SOON IT DISCOVERED THAT THEY ARE NOT QUALIFIED FOR TO FILE 990-N AND WILL HAVE TO FILE FORM 990-EZ MUST BE FILED. AT THE ORIGINAL FORM 990-N WAS FILED TIMELY MANNER AND FILING FORM 990-EZ AS AMENDMENT, WE WOULD LIKE TO REQUEST WAIVER OF ANY POTENTIONAL PENALTIES IT MAY INCURR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNT5TH GRADE CELEBRATION 2,093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTFUNDRAISING EVENTS EXPENSE 91,431WAKE COUNTY PTA COUNCIL DUES 50INSURANCE 310OFFICE SUPPLIES 35HOSPITALITY 2,000STAFF APPRECIATION 2,086TEACHER OF THE YEAR BANQUET 228TA OF THE YEAR BANQUET 144AWARDS & RECOGNITION 605TH GRADE CELEBRATION 2,698ENRICHMENT PROGRAM EXP 6,410SCHOOL EXP 2,435TEACHER GRANTS 12,120FIELD DAY 349
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY STRAUSSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02153754695
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKVIEW ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0OAKV
ReturnHeader/Filer/EIN0812263060
ReturnHeader/Filer/USAddress/AddressLine1Txt011500 HOLLY SPRINGS NEW HILL RD
ReturnHeader/Filer/USAddress/CityNm0APEX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027539
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873786890
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Shah & Associates CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 Raleigh St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Holly Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027540
ReturnHeader/PreparerPersonGrp/PhoneNum09193461011
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jigna Shah CPA
ReturnHeader/ReturnTs02024-09-17T17:16:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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