Civic Intelligence

PTA North Carolina Congress

EIN 81-2263060 • 501(c)3 • Apex, NC

990-N Coverage

Profile

Exclusively for the educational purposes

11500 Holly Springs New Hill RdApex, NC 27539

www.wcpss.net/domain/9372

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

21st percentile

-25%

Higher net margin than 21% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

26th percentile

-26%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

21st percentile

-39%

Faster revenue growth than 21% of similar nonprofits.

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

Assets

Down

$90,075

Down $32,237 (-26%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$90,075

Down $32,237 (-26%) from 2024

Revenue

Down

$130,231

Down $84,542 (-39%) from 2024

Expenses

Down

$162,468

Down $5,009 (-3.0%) from 2024

Net Income

Down

-$32,237

Down $79,533 (-168%) from 2024

Trend Graphs

Balance Sheet Trend

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

$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

2025

Assets$90,075
Liabilities$0
Net Assets$90,075

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$130,231
Expenses$162,468
Net Income-$32,237

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$136,324
Mission and Program Overview

Mission

Exclusively for the educational purposes

To promote the welfare of children in home, school, places of worship and throughout the community. To adovcate the laws that further education, physical & mental health, welfare and safety of children. To promote the engagement of families and educators in the education of study

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$122,312$90,075▼ $32,237
Total Assets$122,312$90,075▼ $32,237
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$122,312$90,075▼ $32,237
Total Net Assets Fund Balance$122,312$90,075▼ $32,237
Total Liabilities and Net Assets / Fund Balance$122,312$90,075▼ $32,237
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kim WordenPresident
Kent HolmesVice President
Jamie KiserSecretary
Emily StrausserTreasurer
Melissa PrescottVP of Student Activities
Revenue and Support

Revenue Composition

Contributions and Grants
$27,562
Program Service Revenue
$103,033
Investment Income
$0
Other Revenue
$-364
Change in Net Assets
$-32,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$150,456
Grants and Similar Amounts Paid$12,012
Total Fundraising Expense$1,550
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology$42,522--$42,522
All Other Expenses$14,303--$14,303
Other Expenses$10,684-$1,550$10,684
Grants to Domestic Individuals$10,400--$10,400
Grants to Domestic Orgs$1,612--$1,612
Fees for Services Other$1,563--$1,563
Fees for Services Accounting$1,400--$1,400
Office Expenses$359--$359
Total Functional Expenses$160,918$0$1,550$162,468
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sponsorship$14,500$14,500-$14,500
Spirit Rocks$2,370$2,370-$2,370
Total Events$25,157$25,157-$25,157
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

The only elected officers of this oakview elementary pta can be a president, one or more vice president(s), a secretary, and a treasurer. No pta member shall serve in more than one elected position at a time. Every individual who is a member of this local ncpta unit is also a member of national pta and ncpta and is entitled to all benefits of such memberships.

Member election for additional members Part VI line 7A

It is highly recommended that officers who will serve for the coming fiscal year be elected at the last general membership meeting of the current fiscal year. These officers will assume office on july 1st and serve until the following june 30th. The nominating committee shall nominate a slate of eligible candidates for election as officers of this pta.the nominating committee shall be comprised of an odd number and no fewer than three members; at least two of the committee members shall be board members and at least one committee member shall be a member of pta unit who does not serve on the board. Neither the president nor the principal shall be a member of the nominating committee.

Governing body decisions Part VI line 7B

Gorverning body decisions are subject to member approval at the general membership meeting. Such as, the officers shall prepare a proposed annual budget which, following approval by the board, shall be considered and adopted at or before the first general membership meeting of the fiscal year. To govern its affairs, the general membership of the pta unit has adopted these uniform bylaws by an affirmative vote of a majority of the members present and voting at a meeting wherein a quorum is present, with notice of such proposed vote having been given at least ten (10) days in advance of such meeting.

Committee meeting documentation Part VI line 8B

Minutes are taken during general membership meetings. The secretary records the minutes of all meetings of the general membership and the board of directors and perform such other delegated duties as may be assigned by the board of directors, and maintain a file of important documents related to that local ncpta unit, including but not limited to: a. A copy of the signed local ncpta unit uniform bylaws first adopted by this local ncpta unit, b. The current standing rules of this local ncpta unit, if standing rules have been adopted by the board;

Form 990 governing body review Part VI line 11

The annual tax return is prepraed by certified public accountant and provided to the pta board members to review and approve.

Conflict of interest policy compliance Part VI line 12C

The pta unit has written policy for conflict of interest in its by-laws. Board members/officers shall agree to abide by and sign the conflict of interest agreement and the code of ethics.

Governing documents etc available to public Part VI line 19

All the financial records and tax returns are avaliable to public/pta members upon request.

Filing and Contact Details

Filer

Filer Name
Oakview Elementary Pta
EIN
81-2263060
In Care Of
% EMILY STRAUSSER
Phone
9196948885
Address
11500 HOLLY SPRINGS NEW HILL RD, APEX, NC 27539

Signing Officer

Name
Emily Strausser
Title
Treasurer
Phone
2153754695
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
Nc
Voting Board Members
284
Independent Board Members
284
Employees
0
Volunteers
284

Preparer

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

Additional Explanations

List of other expenses Part IX line 24E

Other exenses - part ix line 24e: cultural event programs $6,234 teacher and staff hospitality $6,185 school improvement & other support $1,885 ---------------------------------------- total other expenses $14,303 =========================================

Raw XML Appendix396 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034588
IRS990ScheduleA/Total509Grp/TotalAmt0609118
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0136323
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037561
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIRIT ROCKS
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08287
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025157
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08287
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025157
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TEACHER CLASSROOM GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt065
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0160 TO EACH TEACHER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ONLY ELECTED OFFICERS OF THIS OAKVIEW ELEMENTARY PTA CAN BE A PRESIDENT, ONE OR MORE VICE PRESIDENT(S), A SECRETARY, AND A TREASURER. NO PTA MEMBER SHALL SERVE IN MORE THAN ONE ELECTED POSITION AT A TIME. EVERY INDIVIDUAL WHO IS A MEMBER OF THIS LOCAL NCPTA UNIT IS ALSO A MEMBER OF NATIONAL PTA AND NCPTA AND IS ENTITLED TO ALL BENEFITS OF SUCH MEMBERSHIPS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT IS HIGHLY RECOMMENDED THAT OFFICERS WHO WILL SERVE FOR THE COMING FISCAL YEAR BE ELECTED AT THE LAST GENERAL MEMBERSHIP MEETING OF THE CURRENT FISCAL YEAR. THESE OFFICERS WILL ASSUME OFFICE ON JULY 1ST AND SERVE UNTIL THE FOLLOWING JUNE 30TH. THE NOMINATING COMMITTEE SHALL NOMINATE A SLATE OF ELIGIBLE CANDIDATES FOR ELECTION AS OFFICERS OF THIS PTA.THE NOMINATING COMMITTEE SHALL BE COMPRISED OF AN ODD NUMBER AND NO FEWER THAN THREE MEMBERS; AT LEAST TWO OF THE COMMITTEE MEMBERS SHALL BE BOARD MEMBERS AND AT LEAST ONE COMMITTEE MEMBER SHALL BE A MEMBER OF PTA UNIT WHO DOES NOT SERVE ON THE BOARD. NEITHER THE PRESIDENT NOR THE PRINCIPAL SHALL BE A MEMBER OF THE NOMINATING COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GORVERNING BODY DECISIONS ARE SUBJECT TO MEMBER APPROVAL AT THE GENERAL MEMBERSHIP MEETING. SUCH AS, THE OFFICERS SHALL PREPARE A PROPOSED ANNUAL BUDGET WHICH, FOLLOWING APPROVAL BY THE BOARD, SHALL BE CONSIDERED AND ADOPTED AT OR BEFORE THE FIRST GENERAL MEMBERSHIP MEETING OF THE FISCAL YEAR. TO GOVERN ITS AFFAIRS, THE GENERAL MEMBERSHIP OF THE PTA UNIT HAS ADOPTED THESE UNIFORM BYLAWS BY AN AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS PRESENT AND VOTING AT A MEETING WHEREIN A QUORUM IS PRESENT, WITH NOTICE OF SUCH PROPOSED VOTE HAVING BEEN GIVEN AT LEAST TEN (10) DAYS IN ADVANCE OF SUCH MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MINUTES ARE TAKEN DURING GENERAL MEMBERSHIP MEETINGS. THE SECRETARY RECORDS THE MINUTES OF ALL MEETINGS OF THE GENERAL MEMBERSHIP AND THE BOARD OF DIRECTORS AND PERFORM SUCH OTHER DELEGATED DUTIES AS MAY BE ASSIGNED BY THE BOARD OF DIRECTORS, AND MAINTAIN A FILE OF IMPORTANT DOCUMENTS RELATED TO THAT LOCAL NCPTA UNIT, INCLUDING BUT NOT LIMITED TO: A. A COPY OF THE SIGNED LOCAL NCPTA UNIT UNIFORM BYLAWS FIRST ADOPTED BY THIS LOCAL NCPTA UNIT, B. THE CURRENT STANDING RULES OF THIS LOCAL NCPTA UNIT, IF STANDING RULES HAVE BEEN ADOPTED BY THE BOARD;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ANNUAL TAX RETURN IS PREPRAED BY CERTIFIED PUBLIC ACCOUNTANT AND PROVIDED TO THE PTA BOARD MEMBERS TO REVIEW AND APPROVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PTA UNIT HAS WRITTEN POLICY FOR CONFLICT OF INTEREST IN ITS BY-LAWS. BOARD MEMBERS/OFFICERS SHALL AGREE TO ABIDE BY AND SIGN THE CONFLICT OF INTEREST AGREEMENT AND THE CODE OF ETHICS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL THE FINANCIAL RECORDS AND TAX RETURNS ARE AVALIABLE TO PUBLIC/PTA MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OTHER EXENSES - PART IX LINE 24E: CULTURAL EVENT PROGRAMS $6,234 TEACHER AND STAFF HOSPITALITY $6,185 SCHOOL IMPROVEMENT & OTHER SUPPORT $1,885 ---------------------------------------- TOTAL OTHER EXPENSES $14,303 =========================================
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other expenses Part IX line 24e
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalOtherProgSrvcGrantAmt010400
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IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01458
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY STRAUSSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02153754695
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKVIEW ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0OAKV
ReturnHeader/Filer/EIN0812263060
ReturnHeader/Filer/InCareOfNm0% EMILY STRAUSSER
ReturnHeader/Filer/PhoneNum09196948885
ReturnHeader/Filer/USAddress/AddressLine1Txt011500 HOLLY SPRINGS NEW HILL RD
ReturnHeader/Filer/USAddress/CityNm0APEX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027539
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIGNA SHAH CPA
ReturnHeader/ReturnTs02025-11-10T09:42:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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