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Nonprofit · EIN 81-2263060

PTA NORTH CAROLINA CONGRESS

Also known as OAKVIEW ELEMENTARY SCHOOL PTA

Tax-exempt · APEX, NC 27539

Financials

$174K$121K2022$215K$167K2023$130K$162K2024
Revenue Expenses · by fiscal year end
Financials of PTA NORTH CAROLINA CONGRESS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$130,231$162,468-$32,237$90,075$0$90,075
June 30, 2024990$214,773$167,477$47,296$122,312$0$122,312
June 30, 2023990-EZ (amended)$174,223$121,350$52,873$75,016$0$75,016
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$27,562
Membership dues
$2,405
Program service revenue
$103,033
Investment income
$0
Net income from sales of inventory
-$1,305
Other revenue
-$364

Expenses

Grants and similar amounts paid
$12,012
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,400
Program services (functional)
$160,918
Fundraising (functional)
$1,550

Balance sheet and other

Total assets, start of year
$122,312
Total assets, end of year
$90,075
Total liabilities, end of year
$0
Net assets, end of year
$90,075
Net assets without donor restrictions
$90,075
Gross receipts
$136,324
Employees
0
Volunteers
284
Year formed
2016
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.

NameTitleHours / weekCompensation
KIM WORDENPRESIDENT
Officer
0$0
EMILY STRAUSSERTREASURER
Officer
0$0
JAMIE KISERSECRETARY
Officer
0$0
KENT HOLMESVICE PRESIDENT
Officer
0$0
MELISSA PRESCOTTVP OF STUDENT ACTIVITIES
Officer
0$0
990 for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
AMANDA LORDVICE PRESIDENT
Officer
0$0
CHRISTIAN TOBONVP OF STUDENT ACTIVITIES
Officer
0$0
EMILY STRAUSSERSECRETARY
Officer
0$0
KIM WORDENPRESIDENT
Officer
0$0
MARITZA TOBONTREASURER
Officer
0$0
990-EZ for the year ended June 30, 2023: 7 people
NameTitleHours / weekCompensation
AMY COPPOLAPRESIDENT0$0
CHRISTIAN TOBONTREASURER0$0
EMILY STRAUSSERSECRETARY0$0
AMANDA LORDVICE PRESIDENT0$0
ASHLEY ARCANDFUNDRAISING0$0
BROOKE KENSMOENOMINATING CHAIR0$0
MARY MACALUSOADVOCACY CHAIR0$0

Address and contacts

Address (IRS master file)
11500 HOLLY SPRINGS NEW HILL RD, APEX, NC 27539-6521
In care of
% EMILY STRAUSSER
Mailing address (990-N for 2022)
11500 HOLLY SPRINGS NEW HILL RD, APEX NC 27539
Principal officer (990-N for 2022)
Maritza Tobon, 308 Sweetbriar Rose Court, Holly Springs NC 27540
Signed the 990
EMILY STRAUSSER, TREASURER
Phone
(919) 694-8885
Return prepared by
Shah & Associates CPA PLLC

Mission

TO PROMOTE THE WELFARE OF CHILDREN IN HOME, SCHOOL, PLACES OF WORSHIP AND THROUGHOUT THE COMMUNITY. TO ADOVCATE THE LAWS THAT FURTHER EDUCATION, PHYSICAL & MENTAL HEALTH, WELFARE AND SAFETY OF CHILDREN. TO PROMOTE THE ENGAGEMENT OF FAMILIES AND EDUCATORS IN THE EDUCATION OF STUDY

990 for the year ended June 30, 2025

Program accomplishments

  • ONE OF THE LARGE ANNUAL FUNDRAISERS IS BOOSTERTHON ORGANIZE BY OAKVIEW ELEMENTARY SCHOOL PTA. THE PURPOSE OF THE EVENT WAS TO RAISE FUND FOR SCHOOL SUPPORT.
    Expenses $25,669 · revenue $55,409
  • OAKVIEW ELEMENTARY SCHOOL PTA ORGANIZES FALL FESTIVAL EVERY YEAR WHERE FAMILIES GET TOGETHER TO CONNECT AND SOCIALIZE. THE EVENT IS SUPPORTED BY PARENTS AND SCHOOL.THE FUND RAISED IN THE EVENT IS TO SUPPORT STUDENTS AND SCHOOL ENRICHMENT PROGRAMS.
    Expenses $20,995 · revenue $34,004
  • BOOK FAIR - FALL & SPRING. - THE PURPOSE OF THE EVENT IS TO ENCOURGE STUDENTS IN READING AND RAISE FUND TO PURCHASE NEW BOOKS AND MATERIALS FOR THE LIBRARY.
    Expenses $15,279 · revenue $9,253
  • STATE & COUNTY MEMBERSHIP DUES - $1,563 OUTDOOR CLASSROOM PROGRAMS - $10,684 TECHNOLOGY EXPENSES $42,522 CULTURAL EVENT PROGRAMS TOTALS - $6,234 COMMUNITY EVENTS TOTALS - $8,321 SCHOOL BEAUTIFICATION TOTALS - $7,811 STAFF, TEACHERS & VOLUNTEERS HOSPITALITY & SUPPORT EXPENSES $17,788 OFFICE EXPENSE $359 CHARITABLE FUNDS - $1,612 OTHER SCHOOL & TEACHER EXP $2,081
    Expenses $98,975 · grants $10,400 · revenue $32,870

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
81-2263060
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)
$90,075
Income (IRS master file)
$136,324

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$130,231$162,468$90,075IRS
990June 2024$214,773$167,477$122,312XML
990-N for 2022
Officer: Maritza Tobon
June 30, 2023≤ $50,000 receipts––e-Postcard
990-EZJune 2023$174,223$121,350$75,016XML
990-N for 2020
Officer: Amy Coppola
June 30, 2021≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Patricia Gage
June 30, 2020≤ $50,000 receipts––e-Postcard
990-N for 2018
Officer: Judy Chudek
June 30, 2019≤ $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 81-2263060).

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 81-2263060.
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-N for 2022 names Maritza Tobon.
Who are the officers and directors of PTA NORTH CAROLINA CONGRESS?
The 990 for the year ended June 30, 2025 lists 5 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 $130,231, expenses of $162,468 and total assets of $90,075 at year end.

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