Nonprofit · EIN 56-1990395
PTA NORTH CAROLINA CONGRESS
Also known as HERITAGE ELEMENTARY PTA
Tax-exempt · WAKE FOREST, NC 27587
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $37,591 | $27,787 | $9,804 | $52,311 | – | $52,311 |
| June 30, 2025 | 990-EZ | $42,694 | $38,181 | $4,513 | $42,507 | – | $42,507 |
| June 30, 2024 | 990-EZ | $41,345 | $53,101 | -$11,756 | $37,994 | – | $37,994 |
| June 30, 2023 | 990-EZ (amended) | $49,383 | $61,639 | -$12,256 | $49,750 | – | $49,750 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $18,414
- Program service revenue
- $0
- Investment income
- $10
- Net income from fundraising events
- $14,809
- Net income from sales of inventory
- $2,212
- Other revenue
- $2,146
Expenses
- Grants and similar amounts paid
- $1,779
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $26,008
- Program services (functional)
- $23,767
Balance sheet and other
- Total assets, start of year
- $42,507
- Total assets, end of year
- $52,311
- Total liabilities, end of year
- –
- Net assets, end of year
- $52,311
- Cash, savings and investments
- $52,311
- Gross receipts
- $51,782
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 |
|---|---|---|---|
| Angel Are | President | 20 | $0 |
| Nicole Kane | Vice President | 20 | $0 |
| Ellen Tilkens | Treasurer | 5 | $0 |
| Courtney Knight | Secretary | 3 | $0 |
990-EZ for the year ended June 30, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Angel Are | President | 25 | $0 |
| Shruti Kulkami | Vice President | 20 | $0 |
| Stacey Phipps | Treasurer | 7 | $0 |
| Courtney Knight | Secretary | 5 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathy McCreary | President | 20 | $0 |
| Anna Cole | President | 35 | $0 |
| Justina Powell | Vice President | 45 | $0 |
| Mike Donovan | Treasurer | 3 | $0 |
| Melanie Mottershead | Secretary | 3 | $0 |
990-EZ for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathy McCreary | President | 20 | $0 |
| Justina Powell | Vice President | 45 | $0 |
| Mike Donovan | Treasurer | 3 | $0 |
| Melanie Mottershead | Secretary | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 3500 ROGERS RD, WAKE FOREST, NC 27587-4898
- Mailing address (990-N for 2018)
- 3500 ROGERS RD, WAKE FOREST NC 275874898
- Principal officer (990-N for 2018)
- Brett Geoffrey, 3500 Rogers Rd, Wake Forest NC 27587
- Signed the 990-EZ
- Ellen Tilkens, Treasurer
- Phone
- (919) 562-6000
- Return prepared by
- DONNA T D'ORAZIO CPA PLLC
Mission
To build a strong, cooperative relationship between parents, teachers and staff to fulfill the educational potential for every student.
Program accomplishments
- The PTA provides funds to teachers & specialists to purchasesupplies to supplement their curriculum. Each teacher was offered up to$100 while specialists were allotted a higher amount.Expenses $10,554
- The PTA showed their support for teachers and staff by hosting breakfasts and lunches, and providing treatson numerous occasions.Expenses $3,265
- Performances for all students are arranged through the UnitedArts Council. Performances often include authors, musicians, storytellers, etc.Expenses $1,750
- See attachedExpenses $8,198
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
- 56-1990395
- 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)
- $52,311
- Income (IRS master file)
- $51,782
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $37,591 | $27,787 | $52,311 | XML |
| 990-EZ | June 2025 | $42,694 | $38,181 | $42,507 | XML |
| 990-EZ | June 2024 | $41,345 | $53,101 | $37,994 | XML |
| 990-EZ | June 2023 | $49,383 | $61,639 | $49,750 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-N for 2018 Officer: Brett Geoffrey | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2019 | – | – | – | IRS |
| 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 56-1990395).
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 56-1990395.
- 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 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 CONGRESS 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 CONGRESS?
- The 990-N for 2018 names Brett Geoffrey.
- Who are the officers and directors of PTA NORTH CAROLINA CONGRESS?
- The 990-EZ for the year ended June 30, 2026 lists 4 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, 2026 it reported revenue of $37,591, expenses of $27,787 and total assets of $52,311 at year end.
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