Nonprofit · EIN 56-1667101
PTA NORTH CAROLINA
Also known as BEVERLY WOODS ELEMENTARY SCHOOL
Tax-exempt · CHARLOTTE, NC 28210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $93,779 | $108,706 | -$14,927 | $72,995 | $0 | $72,995 |
| June 30, 2025 | 990-EZ | $102,009 | $134,409 | -$32,400 | $86,686 | $0 | $86,686 |
| June 30, 2024 | 990-EZ | $93,472 | $57,830 | $35,642 | $96,500 | $0 | $96,500 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $76,375
- Membership dues
- $891
- Program service revenue
- $12,639
- Investment income
- $833
- Net income from sales of inventory
- -$7,262
- Other revenue
- $10,303
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,159
- Printing, publications and postage
- $609
- Other expenses
- $106,938
- Program services (functional)
- $62,973
Balance sheet and other
- Total assets, start of year
- $86,686
- Total assets, end of year
- $72,995
- Total liabilities, end of year
- $0
- Net assets, end of year
- $72,995
- Cash, savings and investments
- $72,995
- Gross receipts
- $101,041
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Johnny Fournet | President | 5 | $0 |
| Brandy Robinson-Young | VP of Events | 5 | $0 |
| Pete Rosati | VP of Fundraising | 5 | $0 |
| Rebecca Boyd | VP of Membership | 2 | $0 |
| Juleidy Turnipseed | VP of AdvocacyCommunity | 5 | $0 |
| Beverly Calaman | VP of Communications | 5 | $0 |
| Sabrina Douglas | Secretary | 2 | $0 |
| Heather Dinolfo | Treasurer | 10 | $0 |
| Emily Trznadel | Teacher Rep | 2 | $0 |
| Hillary Kestler | Advisor | 2 | $0 |
990-EZ for the year ended June 30, 2025: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Johnny Fournet | President | 25 | $0 |
| Brandy Robinson-Young | VP of Events | 10 | $0 |
| Kelly Mickler | VP of Fundraising | 5 | $0 |
| Adair Carpenter | VP of Membership | 2 | $0 |
| Jenica Dover | VP of AdvocacyCommunity | 5 | $0 |
| Pete Rosati | VP of Communications | 5 | $0 |
| Beverley Calaman | Secretary | 2 | $0 |
| Heather Dinolfo | Treasurer | 10 | $0 |
| Emily Trznadel | Teacher Rep | 2 | $0 |
| Hillary Kestler | Advisor | 2 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hillary Kestler | President | 10 | $0 |
| John Fournet | VP of Events | 15 | $0 |
| Kelly Mickler | VP of Fundraising | 6 | $0 |
| Tiffany Hunt | VP of Membership | 4 | $0 |
| Jenica Dover | VP of AdvocacyCommunity | 3 | $0 |
| Pete Rosati | VP of Communications | 6 | $0 |
| Brandy Robinson-Young | Secretary | 2 | $0 |
| Kristen Bunich | Treasurer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 6001 QUAIL HOLLOW RD, CHARLOTTE, NC 28210-5032
- In care of
- % HEATHER DINOLFO
- Mailing address (990-N for 2017)
- 6001 QUAIL HOLLOW RD, CHARLOTTE NC 282105032
- Principal officer (990-N for 2017)
- SUSAN GAGAN, 4601 CARMEL VISTA LANE, CHARLOTTE NC 28226
- Signed the 990-EZ
- HEATHER DINOLFO, Treasurer
- Phone
- (980) 343-3627
- Website
- https://beverlywoodspta.com/
- Return prepared by
- TMP Tax Services
Mission
Provide students with a strong academic
Program accomplishments
- General school support including staff development, grounds, student services, technology, media and teacher needs.Expenses $34,685
- Teacher and staff appreciation, incentives and hospitalityExpenses $28,288
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 56-1667101
- 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)
- $72,995
- Income (IRS master file)
- $101,041
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $93,779 | $108,706 | $72,995 | XML |
| 990-EZ | June 2025 | $102,009 | $134,409 | $86,686 | XML |
| 990-EZ | June 2024 | $93,472 | $57,830 | $96,500 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2017 Officer: SUSAN GAGAN | June 30, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2018 | – | – | – | 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 56-1667101).
Questions about PTA NORTH CAROLINA
- What is the EIN of PTA NORTH CAROLINA?
- The employer identification number (EIN) of PTA NORTH CAROLINA is 56-1667101.
- Is PTA NORTH CAROLINA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Which annual return does PTA NORTH CAROLINA 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 due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PTA NORTH CAROLINA last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who is the principal officer of PTA NORTH CAROLINA?
- The 990-N for 2017 names SUSAN GAGAN.
- Who are the officers and directors of PTA NORTH CAROLINA?
- The 990-EZ for the year ended June 30, 2026 lists 10 people; 0 received compensation from the organization.
- How much revenue does PTA NORTH CAROLINA have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $93,779, expenses of $108,706 and total assets of $72,995 at year end.
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