White Oak Elementary School PTA
Nonprofit profile at a glance
- EIN
- 812753960
- IRS 990-EZ coverage
- 2018–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2017
- Location
- Apex, NC, USA
- Phone
- 9196940202
- Rating
- 69
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $74,373
- Expenses
- $47,160
- Assets
- $111,043
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Chelsea Lawrence (President)
- Jen Cousins (Vice President)
People named in this filing
- Chelsea Lawrence (President)
- Jen Cousins (Vice President)
- Sarah Soh (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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To build strong relationships among parents, teachers, and staff in order to support the students and enrich their education and experience at White Oak Elementary.
What it reported doing in 2025
Teacher/Staff Appreciation - The PTA showed their appreciation for teachersand staff by hosting a Teacher Appreciation Week, Teacher Workdays, Welcome Back Week, Holiday Appreciation, and providing spirit wear.
Operating model
- Revenue model
- Donor-supported. 69% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 98% 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 program spending has grown recently. A relatively small share of available resources goes toward mission work and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 56
- Transparency & Controls: 82
- Sustainability: 66
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 45.5%; rating input score 46
- Program expense ratio: 71.8%; rating input score 72
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 36.6%; rating input score 84; 84th percentile among comparable filings
- Total-asset coverage ratio: 2.35; rating input score 69; 69th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 1.5% per year; rating input score 100; 52nd percentile among comparable filings
- Revenue growth: 6.1% per year; rating input score 100; 72nd percentile among comparable filings
- Asset growth: 21% per year; rating input score 100; 85th percentile among comparable filings
Details
- Where the money goes: 45.5% of revenue deployed · 71.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $34K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 8 filing years from 2018 to 2025
- 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 46/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.