Nonprofit · EIN 56-1684435
PTA NORTH CAROLINA CONGRESS
Also known as ALBERT ROOT PTA INCORPORATED, Aldert Root Elementary PTA
Tax-exempt · RALEIGH, NC 27609
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $130,844 | $117,907 | $12,937 | $121,678 | – | $121,678 |
| June 30, 2024 | 990-EZ | $134,660 | $107,585 | $27,075 | $104,495 | – | $104,495 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $146,735
- Membership dues
- $1,430
- Net income from fundraising events
- -$18,179
- Net income from sales of inventory
- $858
Expenses
- Grants and similar amounts paid
- $3,872
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $114,035
- Program services (functional)
- $117,907
Balance sheet and other
- Total assets, start of year
- $104,495
- Total assets, end of year
- $121,678
- Total liabilities, end of year
- –
- Net assets, end of year
- $121,678
- Cash, savings and investments
- $121,009
- Gross receipts
- $161,610
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA NEWCOMB | CO PRESIDENT | 3 | $0 |
| TAYLOR WEBB | CO PRESIDENT | 3 | $0 |
| ANNE ENBERG | CO VICE PRES | 3 | $0 |
| AMY CLARKE | CO VICE CHAI | 3 | $0 |
| LAUREN BEAN | TREASURER | 3 | $0 |
| MARJORIE SASSER | TREASURER | 3 | $0 |
| SARAH BETH THOMPSON | SECRETARY | 3 | $0 |
990-EZ for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hampton Hofer | Co President | 3 | $0 |
| Jennifer Badham | Co President | 3 | $0 |
| Barbara Newcomb | Vice President 1 | 3 | $0 |
| Taylor Webb | Vice President 2 | 3 | $0 |
| Kathleen Warren | Treasurer VP 3 | 3 | $0 |
| Lauren Bean | Treasurer Elect VP4 | 3 | $0 |
| Sarah Beth Thompson | Secretary | 3 | $0 |
| Blair Miller | At Large Member | 3 | $0 |
| Betsy Nelms | At Large Member | 3 | $0 |
| Helen Morrisey | At Large Member | 3 | $0 |
| Brooke Jenkins | Audit Committee Chair | 3 | $0 |
| Anne Enberg | Advocacy DEI Chair | 3 | $0 |
| Kathryn Poole | Nominating Committee - Co-Chair | 3 | $0 |
| Henriette Williams-Alexander | Nominating Committee - Co-Chair | 3 | $0 |
| Julie Cook | Teacher Representative | 3 | $0 |
| Mandi Young | Teacher Representative | 3 | $0 |
| Blaine Clark | Principal | 3 | $0 |
| Mackenzie Hale | Assistant Principal | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 3202 NORTHAMPTON ST, RALEIGH, NC 27609-6926
- In care of
- % LAUREN BEAN
- Mailing address (990-N for 2010)
- 3202 Northampton Drive, Raleigh NC 27609
- Principal officer (990-N for 2010)
- Jennifer Doerfler, 3202 Northampton Drive, Raleigh NC 27609
- Signed the 990-EZ
- MARJORIE SASSER, TREASURER
- Phone
- (919) 811-4940
- Website
- HTTPS://ROOTPTA.WEEBLY.COM/
- Return prepared by
- JASON B CREEL CPA'S
Mission
EDUCATION ENHANCEMENT THROUGH ACTIVITIES RELATED TO LEARNING AT ALDERT ROOT ELEMENTARY SCHOOL.
Program accomplishments
- EDUCATION ENHANCEMENT THROUGH ACTIVITIES RELATED TO LEARNING AT ALDERT ROOT ELEMENTARY SCHOOL.Expenses $117,907 · grants $3,872
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 56-1684435
- 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)
- $121,678
- Income (IRS master file)
- $161,610
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $130,844 | $117,907 | $121,678 | IRS |
| 990-EZ | June 2024 | $134,660 | $107,585 | $104,495 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2010 Officer: Jennifer Doerfler | June 30, 2011 | ≤ $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 56-1684435).
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 56-1684435.
- 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 is the principal officer of PTA NORTH CAROLINA CONGRESS?
- The 990-N for 2010 names Jennifer Doerfler.
- Who are the officers and directors of PTA NORTH CAROLINA CONGRESS?
- The 990-EZ for the year ended June 30, 2025 lists 7 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 $130,844, expenses of $117,907 and total assets of $121,678 at year end.
Other nonprofits in RALEIGH
- STATE CHARTERED CREDIT UNIONS INC EIN 56-0475645 · last filed 990-N for 2024
- WAKEMED EIN 56-6017737 · last filed 990 for 2025
- REX HOSPITAL INC EIN 56-1509260 · last filed 990 for 2025
- NORTH CAROLINA ELECTRIC MEMBERSHIP CORPORATION EIN 56-0995910 · last filed 990 for 2025
- NORTH CAROLINA INSURANCE EIN 23-7102759 · last filed 990 for 2025
- NC STATE INVESTMENT FUND INC EIN 31-1607634 · last filed 990 for 2025
- NORTH CAROLINA JOINT UNDERWRITING ASSOCIATION EIN 56-1222676 · last filed 990 for 2025
- FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA INC EIN 56-1283426 · last filed 990 for 2025