Nonprofit · EIN 56-1684429
PTA NORTH CAROLINA CONGRESS
Also known as SHAMROCK GARDEN ELEM SCHOOL PTA
Tax-exempt · CHARLOTTE, NC 28205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $165,913 | $198,093 | -$32,180 | $127,073 | $0 | $127,073 |
| June 30, 2024 | 990-EZ | $145,523 | $97,256 | $48,267 | $159,253 | $0 | $159,253 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $107,049
- Membership dues
- $1,787
- Program service revenue
- $0
- Investment income
- $2,187
- Net income from fundraising events
- $54,172
- Net income from sales of inventory
- $2,505
- Other revenue
- $56,677
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)
- $196,178
- Fundraising (functional)
- $1,915
Balance sheet and other
- Total assets, start of year
- $159,253
- Total assets, end of year
- $127,073
- Total liabilities, end of year
- $0
- Net assets, end of year
- $127,073
- Net assets without donor restrictions
- $127,073
- Gross unrelated business income
- $54,172
- Gross receipts
- $214,557
- Employees
- 0
- Volunteers
- 75
- Year formed
- 2015
- 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 |
|---|---|---|---|
| Chelsea Lawrence | President Officer | 15 | $0 |
| Andrea Wise | Vice President, Fundraising Officer | 8 | $0 |
| Bree Jonmaire | Vice President of Hospitality Officer | 5 | $0 |
| Alexis Boyce | Vice President of Communications Officer | 5 | $0 |
| Emily Mills | Co-Vice President of Events Officer | 5 | $0 |
| Sara Smith | Co-Vice President of Events Officer | 5 | $0 |
| Emily Hawks | Secretary Officer | 5 | $0 |
| Wes Turner | Treasurer Officer | 5 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chelsea Lawerence | President | 15 | $0 |
| Andrea Wise | Vice President | 15 | $0 |
| Wes Turner | Treasurer | 8 | $0 |
| Emily Hawks | Secretary | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 3301 COUNTRY CLUB DR, CHARLOTTE, NC 28205-3203
- In care of
- % LISA GUCKIAN
- Mailing address (990-N for 2024)
- 3301 COUNTRY CLUB DR, CHARLOTTE NC 282053203
- Principal officer (990 for 2024)
- Liz Circe, 2320 Kingsbury Drive, Charlotte, NC 28205
- Principal officer (990-N for 2024)
- Liz Circe, 2320 Kingsbury Drive, Charlotte NC 28205
- Signed the 990
- Liz Circe, Treasurer
- Phone
- (732) 618-4542
- Website
- shamrockpta.org
Mission
Support Shamrock Garden Elementary School teachers and students.
Program accomplishments
- Celebrate and support teachersExpenses $24,686 · revenue $14,053
- Classroom support in the form of supplies and equipment and school support in the form of capital improvements.Expenses $128,425
- Support extracurricular educational field trips and in and after school events and tutoring.Expenses $38,389
- Other misc. expenses, including accounting software, PTA dues, insurance, website operations, taxes, etc.Expenses $4,678
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-N on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 56-1684429
- 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-N (e-Postcard)
- Assets (IRS master file)
- $127,073
- Income (IRS master file)
- $214,557
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2024 Officer: Liz Circe | June 30, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2025 | $165,913 | $198,093 | $127,073 | IRS |
| 990-EZ | June 2024 | $145,523 | $97,256 | $159,253 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-N for 2021 Officer: mindy yow | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Laura Williams | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Lisa Bumbulucz | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 56-1684429).
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 56-1684429.
- 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-N (e-Postcard). Gross receipts normally $50,000 or less.
- 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-N for 2024 for the year ended June 30, 2025.
- Who is the principal officer of PTA NORTH CAROLINA CONGRESS?
- The 990 for the year ended June 30, 2025 names Liz Circe.
- Who are the officers and directors of PTA NORTH CAROLINA CONGRESS?
- The 990 for the year ended June 30, 2025 lists 8 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 $165,913, expenses of $198,093 and total assets of $127,073 at year end.
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