Civic Intelligence

Woodland Heights PTO Incorporated

EIN 20-2849152 • 501(c)3 • Mooresville, NC

Profile

Woodland heights pto, incorporated's purpose is to promote the educational welfare of the students; to bring into closer relation both parents and teachers.

288 Forest Lake BlvdMooresville, NC 28117

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

74th percentile

26%

Higher net margin than 74% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Source year 2025

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE B94 • <$500k nonprofits • Source year 2025

Asset Growth

73rd percentile

26%

Faster asset growth than 73% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-28%

Faster revenue growth than 19% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$151,150

Up $31,065 (+26%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$151,150

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Down

$120,803

Down $48,027 (-28%) from 2024

Expenses

Down

$89,737

Down $46,843 (-34%) from 2024

Net Income

Down

$31,066

Down $1,184 (-3.7%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0-$50KAssets 2011: $44,550Liabilities 2011: $02011Assets 2012: $67,224Net Assets 2012: $67,2242012Assets 2013: $51,489Net Assets 2013: $51,4892013Assets 2014: $76,073Liabilities 2014: $02014Assets 2015: $130,138Net Assets 2015: $130,1382015Assets 2016: $105,542Net Assets 2016: $105,5422016Assets 2017: $114,581Liabilities 2017: $02017Assets 2018: $43,502Liabilities 2018: $02018Assets 2019: $8,663Net Assets 2019: $8,6632019Assets 2020: $29,567Net Assets 2020: $29,5672020Assets 2021: $0Liabilities 2021: $7,849Net Assets 2021: -$7,8492021Assets 2022: $68,231Net Assets 2022: $68,2312022Assets 2023: $87,834Liabilities 2023: $02023Assets 2024: $120,085Liabilities 2024: $02024Assets 2025: $151,150Net Assets 2025: $151,1502025

Highlighted filing

2025

Assets$151,150
Liabilities-
Net Assets$151,150
Open 2025 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $196,167Expenses 2011: $214,180Net Income 2011: -$18,0132011Revenue 2012: $199,422Expenses 2012: $176,748Net Income 2012: $22,6742012Revenue 2013: $199,963Expenses 2013: $215,698Net Income 2013: -$15,7352013Revenue 2014: $183,856Expenses 2014: $159,272Net Income 2014: $24,5842014Revenue 2015: $191,765Expenses 2015: $137,700Net Income 2015: $54,0652015Revenue 2016: $108,787Expenses 2016: $133,383Net Income 2016: -$24,5962016Revenue 2017: $124,492Expenses 2017: $127,071Net Income 2017: -$2,5792017Revenue 2018: $108,688Expenses 2018: $87,986Net Income 2018: $20,7022018Revenue 2019: $94,082Expenses 2019: $85,419Net Income 2019: $8,6632019Revenue 2020: $53,667Expenses 2020: $70,426Net Income 2020: -$16,7592020Revenue 2021: $83,534Expenses 2021: $120,950Net Income 2021: -$37,4162021Revenue 2022: $57,912Expenses 2022: $58,980Net Income 2022: -$1,0682022Revenue 2023: $187,598Expenses 2023: $167,995Net Income 2023: $19,6032023Revenue 2024: $168,830Expenses 2024: $136,580Net Income 2024: $32,2502024Revenue 2025: $120,803Expenses 2025: $89,737Net Income 2025: $31,0662025

Highlighted filing

2025

Revenue$120,803
Expenses$89,737
Net Income$31,066
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,150
Liabilities
-
Net assets
$151,150
Revenue
$120,803
Expenses
$89,737
Net income
$31,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.51$1.51$1.21$0.90$0.31
2024Summary only. Only limited summary data is available for this year.$1.20$0.00$1.69$1.37$0.32
2023Summary only. Only limited summary data is available for this year.$0.88$0.00$1.88$1.68$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.58$0.59$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.08$0.08$0.84$1.21$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.30$0.54$0.70$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.94$0.85$0.09
2018Summary only. Only limited summary data is available for this year.$0.44$0.00$1.09$0.88$0.21
2017Summary only. Only limited summary data is available for this year.$1.15$0.00$1.24$1.27$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$1.06$1.09$1.33$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.30$1.30$1.92$1.38$0.54
2014Summary only. Only limited summary data is available for this year.$0.76$0.00$1.84$1.59$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.51$2.00$2.16$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.67$1.99$1.77$0.23
2011Summary only. Only limited summary data is available for this year.$0.45$0.00$1.96$2.14$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.0
Gross Receipts
$131,735
Mission and Program Overview

Mission

Woodland heights pto, incorporated's purpose is to promote the educational welfare of the students; to bring into closer relation both parents and teachers.

Parent teacher relations and school program support

Program Services

DescriptionGrantsExpenses
PARENT TEACHER RELATIONS AND SCHOOL PROGRAM SUPPORT-$89,362
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHASIDY ARMSTRONGPresident-$0--
EMILY DUNLEVYPresident-$0--
KATY HEMPHILLTreasurer-$0--
MICHELLE SEALSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$83,733$83,733$10,932$72,801
Total Events$83,733$83,733$10,932$72,801
Filing and Contact Details

Filer

Filer Name
Woodland Heights Pto Inc
EIN
20-2849152
Phone
7043637773
Address
288 FOREST LAKE BLVD, MOORESVILLE, NC 28117

Signing Officer

Name
Katy Hemphill
Title
Treasurer
Phone
7042311888
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Ladd Mccall & Associates Cpas Pa
Address
PO BOX 527, HUNTERSVILLE, NC 28070
Preparer
Kandi a Ranson
Phone
7049920061
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses stationery and office supplie 1,215 insurance 556 bank service charges 137 classroom/curriculum expe 16,259 program expenses 64,466 advertising/website 456 other expense 717 landscaping/signage 5,556 total 89,362”

Raw XML Appendix134 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KATY HEMPHILL
IRS990EZ/BooksInCareOfDetail/PhoneNum07042311888
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0288 FOREST LAKE BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOORESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028117
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0120084
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0151150
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05235
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031066
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0375
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120084
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0151150
IRS990EZ/FundraisingGrossIncomeAmt097128
IRS990EZ/GrossReceiptsAmt0131735
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0411
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0120084
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0151150
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0120084
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0151150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHASIDY ARMSTRONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY DUNLEVY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATY HEMPHILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE SEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt089362
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER RELATIONS AND SCHOOL PROGRAM SUPPORT
IRS990EZ/ProgramServiceRevenueAmt028961
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARENT TEACHER RELATIONS AND SCHOOL PROGRAM SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt089362
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010932
IRS990EZ/SpecialEventsNetIncomeLossAmt086196
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089737
IRS990EZ/TotalProgramServiceExpensesAmt089362
IRS990EZ/TotalRevenueAmt0120803
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01213
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06448
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0126500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0167617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0294117
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0300565
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0131735
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0168830
IRS990ScheduleA/Total509Grp/TotalAmt0300565
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0131735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0168830
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0300565
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010932
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt083733
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083733
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt083733
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083733
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt072801
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010932
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES STATIONERY AND OFFICE SUPPLIE 1,215 INSURANCE 556 BANK SERVICE CHARGES 137 CLASSROOM/CURRICULUM EXPE 16,259 PROGRAM EXPENSES 64,466 ADVERTISING/WEBSITE 456 OTHER EXPENSE 717 LANDSCAPING/SIGNAGE 5,556 TOTAL 89,362
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATY HEMPHILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07042311888
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOODLAND HEIGHTS PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0WOOD
ReturnHeader/Filer/EIN0202849152
ReturnHeader/Filer/PhoneNum07043637773
ReturnHeader/Filer/USAddress/AddressLine1Txt0288 FOREST LAKE BLVD
ReturnHeader/Filer/USAddress/CityNm0MOORESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562226954
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LADD MCCALL & ASSOCIATES CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 527
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTERSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028070
ReturnHeader/PreparerPersonGrp/PhoneNum07049920061
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KANDI A RANSON
ReturnHeader/ReturnTs02025-11-10T12:12:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits