Nonprofit · EIN 56-1684427
PTA NORTH CAROLINA CONGRESS
Also known as SELWYN ELEMENTARY SCHOOL PTA
Tax-exempt · CHARLOTTE, NC 28211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $246,787 | $233,122 | $13,665 | $201,935 | $8,005 | $193,930 |
| June 30, 2024 | 990 | $245,232 | $233,955 | $11,277 | $197,538 | $18,005 | $179,533 |
| June 30, 2023 | 990 | $200,315 | $215,003 | -$14,688 | $175,454 | $8,006 | $167,448 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $230,186
- Program service revenue
- $1,760
- Investment income
- $1,531
- Net income from fundraising events
- $13,773
- Net income from sales of inventory
- -$463
- Other revenue
- $13,310
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $228,483
- Management and general (functional)
- $4,639
Balance sheet and other
- Total assets, start of year
- $197,538
- Total assets, end of year
- $201,935
- Total liabilities, end of year
- $8,005
- Net assets, end of year
- $193,930
- Net assets without donor restrictions
- $193,930
- Gross receipts
- $271,842
- Employees
- 0
- Volunteers
- 2,000
- Year formed
- 1968
- State of legal domicile
- NC
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christen Greer | Past President Trustee or director | 1 | $0 |
| Lori Welke | President Trustee or director, Officer | 20 | $0 |
| Ashley Barnikel | Vice President Trustee or director, Officer | 5 | $0 |
| Jennifer Baer | Support Chair Trustee or director | 1 | $0 |
| Kate Stewart | Fin. Secretary Trustee or director | 1 | $0 |
| Whitney Seeburg | Treasurer Trustee or director, Officer | 5 | $0 |
| Sarah Gainey | Secretary Trustee or director, Officer | 1 | $0 |
| Hannah Ashley | Director Trustee or director | 1 | $0 |
| Whitney Mulwee | Director Trustee or director | 1 | $0 |
| Allison Sarubbi | Director Trustee or director | 1 | $0 |
| Eileen Marceau | Dir. of Comm. Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christen Greer | Past President Trustee or director | 1 | $0 |
| Lori Welke | President Trustee or director, Officer | 20 | $0 |
| Ashley Barnikel | Vice President Trustee or director, Officer | 5 | $0 |
| Jennifer Baer | Support Chair Trustee or director | 1 | $0 |
| Kate Stewart | Fin. Secretary Trustee or director | 1 | $0 |
| Whitney Seeburg | Treasurer Trustee or director, Officer | 5 | $0 |
| Sarah Gainey | Secretary Trustee or director, Officer | 1 | $0 |
| Hannah Ashley | Director Trustee or director | 5 | $0 |
| Whitney Mulwee | Director Trustee or director | 1 | $0 |
| Allison Sarubbi | Director Trustee or director | 1 | $0 |
| Eileen Marceau | Support Chair Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Desi Wilson | Past President Trustee or director | 1 | $0 |
| Christen Greer | President Trustee or director, Officer | 20 | $0 |
| Lori Welke | Vice President Trustee or director, Officer | 5 | $0 |
| Allison Sparks | Director Trustee or director | 1 | $0 |
| Lyndsay Renaud | Treasurer Trustee or director, Officer | 5 | $0 |
| Whitney Seeburg | Secretary Trustee or director, Officer | 1 | $0 |
| Susanne Rowell | Director Trustee or director | 5 | $0 |
| Whitney Mulwee | Director Trustee or director | 1 | $0 |
| Allison Sarubbi | Director Trustee or director | 1 | $0 |
| Eileen Marceau | Support Chair Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2840 COLONY RD, CHARLOTTE, NC 28211-2634
- Principal officer (990 for 2024)
- Lori Welke, 2840 Colony Road, Charlotte, NC 28211
- Signed the 990
- Kate Stewart, Treasurer
- Phone
- (980) 343-5835
- Website
- www.selwynpta.org
- Return prepared by
- Foard and Company PA
Mission
To provide services for the students at the Selwyn School.
Program accomplishments
- The purpose of the Selwyn School PTA is to provide support for the educational pursuits of the elementary school. The PTA provides volunteers and funds to enhance the educational programs carried out by the school. The PTA organizes various events that raise funds to supplement the budget provided by the State of North Carolina.Expenses $228,483
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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1684427
- 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)
- $201,935
- Income (IRS master file)
- $271,842
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $246,787 | $233,122 | $201,935 | IRS |
| 990 | June 2024 | $245,232 | $233,955 | $197,538 | XML |
| 990 | June 2023 | $200,315 | $215,003 | $175,454 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 56-1684427).
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 56-1684427.
- 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 for the year ended June 2025.
- Who is the principal officer of PTA NORTH CAROLINA CONGRESS?
- The 990 for the year ended June 30, 2025 names Lori Welke.
- Who are the officers and directors of PTA NORTH CAROLINA CONGRESS?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does PTA NORTH CAROLINA CONGRESS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $246,787, expenses of $233,122 and total assets of $201,935 at year end.
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