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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 56-1396888

PTA NORTH CAROLINA CONGRESS

Also known as FRANCES LACY SCHOOL PTA

Tax-exempt · RALEIGH, NC 27607

Financials

$125K$81K2022$152K$83K2023$146K$103K2024
Revenue Expenses · by fiscal year end
Financials of PTA NORTH CAROLINA CONGRESS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$145,801$102,551$43,250$330,827$0$330,827
June 30, 2024990-EZ$152,106$83,298$68,808$287,577$0$287,577
June 30, 2023990-EZ$124,638$81,225$43,413$218,769$0$218,769
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$82,589
Membership dues
$3,335
Investment income
$8,346
Net income from fundraising events
$52,548
Net income from sales of inventory
-$1,017

Expenses

Benefits paid to members
$1,773
Compensation of officers, directors and key employees
$0
Printing, publications and postage
$10,366
Other expenses
$90,412
Program services (functional)
$64,948

Balance sheet and other

Total assets, start of year
$287,577
Total assets, end of year
$330,827
Total liabilities, end of year
$0
Net assets, end of year
$330,827
Cash, savings and investments
$330,827
Gross receipts
$192,868

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Amy JonesCo- President5$0
Gardner WilsonCo- President5$0
Toni-Ann HerwigTreasurer5$0
Katherine RobbinsVP Communications5$0
Morgan WootenVP Fundraising5$0
Michael MacGovernPrincipal2$0
Jocelyn ShawSecretary5$0
Megan CampPresident Emerius2$0
Meredith PiperTreasurer Elect2$0
Brooke ForkPresident Emerius2$0
990-EZ for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
Megan CampCo- President5$0
Brooke ForkCo- President5$0
Kate SimpsonTreasurer5$0
Sara PerdueVP Communications5$0
Rachel MatthewsVP Fundraising5$0
Sherri MillerPrincipal2$0
Meg GrovesSecretary5$0
Suzanne PiercePresident Emerius2$0
Toni-Ann HerwigTreasurer Elect2$0
990-EZ for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
Sara PerdueCo- President5$0
Suzanne PierceCo- President5$0
Bess PittTreasurer5$0
Mary ZimardoVP Communications5$0
Laura FauverVP Fundraising5$0
Sherri MillerPrincipal2$0

Address and contacts

Address (IRS master file)
2001 LAKE BOONE TRL, RALEIGH, NC 27607-6776
Signed the 990-EZ
Meredith Piper, Treasurer
Phone
(919) 607-7617
Return prepared by
Heroux & Company LLP

Mission

Primary Exempt Purpose - Support Lacy Elementary Students and Faculty.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • Student Services: Resource materials and enrichment activities
    Expenses $29,744
  • Staff Services: Resource materials and staff development
    Expenses $20,600
  • Parent and Administrative Services
    Expenses $14,604

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for PTA NORTH CAROLINA CONGRESS

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
56-1396888
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Exempt since
1985
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$330,827
Income (IRS master file)
$192,868

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$145,801$102,551$330,827IRS
990-EZJune 2024$152,106$83,298$287,577XML
990-EZJune 2023$124,638$81,225$218,769XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1396888).

Questions about PTA NORTH CAROLINA CONGRESS

What is the EIN of PTA NORTH CAROLINA CONGRESS?
The employer identification number (EIN) of PTA NORTH CAROLINA CONGRESS is 56-1396888.
Is PTA NORTH CAROLINA CONGRESS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Which annual return does PTA NORTH CAROLINA CONGRESS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PTA NORTH CAROLINA CONGRESS due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PTA NORTH CAROLINA CONGRESS last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of PTA NORTH CAROLINA CONGRESS?
The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does PTA NORTH CAROLINA CONGRESS have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $145,801, expenses of $102,551 and total assets of $330,827 at year end.

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