Civic Intelligence

PTA North Carolina Congress

EIN 85-2437739 • 501(c)3 • Fuquay Varina, NC

Profile

PTA for South Lakes Elementary School in NC

1449 Old Honeycutt RdFuquay Varina, NC 27526

southlakes.givebacks.com

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

23rd percentile

-19%

Higher net margin than 23% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

27th percentile

-26%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

30th percentile

-22%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$13,928

Down $4,863 (-26%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$13,928

Down $4,863 (-26%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin23rd percentile

Revenue

Down

$25,022

Down $6,971 (-22%) from 2024

Expenses

Down

$29,885

Down $15,786 (-35%) from 2024

Net Income

Up

-$4,863

Up $8,815 (+64%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$40K$30K$20K$10K$0Assets 2022: $31,268Liabilities 2022: $0Net Assets 2022: $31,2682022Assets 2023: $32,469Liabilities 2023: $0Net Assets 2023: $32,4692023Assets 2024: $18,791Liabilities 2024: $0Net Assets 2024: $18,7912024Assets 2025: $13,928Liabilities 2025: $0Net Assets 2025: $13,9282025

Highlighted filing

2025

Assets$13,928
Liabilities$0
Net Assets$13,928
Open 2025 Filing

Operations Trend

Revenue Growth30th percentile

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

$100K$50K$0-$50KRevenue 2022: $77,948Expenses 2022: $46,680Net Income 2022: $31,2682022Revenue 2023: $43,349Expenses 2023: $42,148Net Income 2023: $1,2012023Revenue 2024: $31,993Expenses 2024: $45,671Net Income 2024: -$13,6782024Revenue 2025: $25,022Expenses 2025: $29,885Net Income 2025: -$4,8632025

Highlighted filing

2025

Revenue$25,022
Expenses$29,885
Net Income-$4,863
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$13,928
Liabilities
$0
Net assets
$13,928
Revenue
$25,022
Expenses
$29,885
Net income
-$4,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$25.0$29.9$4.86
2024Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$32.0$45.7$13.7
2023Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$43.3$42.1$1.20
2022Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$77.9$46.7$31.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 16, 2025
Return Version
2024v5.0
Gross Receipts
$62,334
Mission and Program Overview

Mission

PTA for South Lakes Elementary School in NC

Program Services

DescriptionGrantsExpenses
PTA North Carolina Congress, operating as South Lakes Elementary Parent Teacher Association (PTA) is a volunteer organization that provides benefits to South Lakes Elementary school through increased parental involvement, enhanced communication, fundraising and resource allocation, volunteer support, educational enrichment, advocacy and influence and a sense of community.$0$29,885
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tara LovelessPresident-$0--
Nikki DorsamVice President-$0--
Erica SmithVice President-$0--
Daniella DuranTreasurer-$0--
Caitlin GrondziowskiSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
PTA Fundraiser$60,804$60,804$37,312$23,492
Total Events$60,804$60,804$37,312$23,492
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
85-2437739
Phone
9196948066
Address
1449 OLD HONEYCUTT RD, FUQUAY VARINA, NC 27526

Signing Officer

Name
Crystal Perry
Title
Treasurer
Phone
8652282584
Signed
2025-10-16
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line (28-31)

“involvement, enhanced communication, fundraising and resource allocation, volunteer support, educational enrichment, advocacy and influence and a sense of community.”

Raw XML Appendix202 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/CityNm0Fuquay Varina
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027526
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tara Loveless
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nikki Dorsam
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Erica Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Daniella Duran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Caitlin Grondziowski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PTA for South Lakes Elementary School in NC
IRS990EZ/PrintingPublicationsPostageAmt04299
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt025022
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt031993
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PTA Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0involvement, enhanced communication, fundraising and resource allocation, volunteer support, educational enrichment, advocacy and influence and a sense of community.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line (28-31)
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Crystal Perry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08652282584
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0852437739
ReturnHeader/Filer/PhoneNum09196948066
ReturnHeader/Filer/USAddress/AddressLine1Txt01449 OLD HONEYCUTT RD
ReturnHeader/Filer/USAddress/CityNm0FUQUAY VARINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027526
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-10-16T20:54:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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