PTA - NC Congress Frances Lacy School PTA

Nonprofit profile at a glance

EIN
561396888
IRS 990-EZ coverage
2018–2024
Forms available
Form 990-EZ 2024
Location
Raleigh, NC, USA
Phone
9196077617
Rating
67
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$145,801
Expenses
$102,551
Assets
$330,827
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Amy Jones (Co- President)
  • Gardner Wilson (Co- President)
  • Megan Camp (President Emerius)
  • Brooke Fork (President Emerius)

People named in this filing

  • Amy Jones (Co- President)
  • Gardner Wilson (Co- President)
  • Toni-Ann Herwig (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Primary Exempt Purpose - Support Lacy Elementary Students and Faculty.

What it reported doing in 2024

Student Services: Resource materials and enrichment activities

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 97% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 54
  • Transparency & Controls: 82
  • Sustainability: 82
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 47.7%; rating input score 48
  • Program expense ratio: 63.3%; rating input score 63

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 29.7%; rating input score 83; 83rd percentile among comparable filings
  • Total-asset coverage ratio: 3.23; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -8.2% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: 9.5% per year; rating input score 100; 65th percentile among comparable filings
  • Asset growth: 21.5% per year; rating input score 100; 82nd percentile among comparable filings

Details

  • Where the money goes: 47.7% of revenue deployed · 63.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $65K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 7 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 48/100.
  • High — Growth: Program expense growth scored 0/100.