Civic Intelligence

Wesley Chapel Elementary PTO

EIN 27-2994551 • 501(c)3 • Monroe, NC

Profile

Provide support to wesley chapel elementary school

110 S Potter RoadMonroe, NC 28110

www.wesleychapelpto.com

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

27th percentile

-15%

Higher net margin than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

87th percentile

49%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

53rd percentile

1.0%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Assets

Down

$93,412

Down $23,174 (-20%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$93,412

Down $23,174 (-20%) from 2024

Revenue

Down

$158,688

Down $18,452 (-10%) from 2024

Expenses

Up

$181,862

Up $35,500 (+24%) from 2024

Net Income

Down

-$23,174

Down $53,952 (-175%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2022: $28,329Net Assets 2022: $28,3292022Assets 2023: $85,808Net Assets 2023: $85,8082023Assets 2024: $116,586Net Assets 2024: $116,5862024Assets 2025: $93,412Net Assets 2025: $93,4122025

Highlighted filing

2025

Assets$93,412
Liabilities-
Net Assets$93,412

Operations Trend

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

$200K$100K$0-$100KRevenue 2022: $154,109Expenses 2022: $126,428Net Income 2022: $27,6812022Revenue 2023: $186,975Expenses 2023: $129,496Net Income 2023: $57,4792023Revenue 2024: $177,140Expenses 2024: $146,362Net Income 2024: $30,7782024Revenue 2025: $158,688Expenses 2025: $181,862Net Income 2025: -$23,1742025

Highlighted filing

2025

Revenue$158,688
Expenses$181,862
Net Income-$23,174

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Sep 10, 2025
Return Version
2024v5.2
Gross Receipts
$158,688
Mission and Program Overview

Mission

Provide support to wesley chapel elementary school

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPORT FOR FACULTY, STUDENTS AND THEIR FAMILIES TO ENRICH THE EDUCATION OF THOSE AT WESLEY CHAPEL ELEMENTARY SCHOOL$202,445$182,571
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN BROWNPresidentPT$0--
TRACI RUBBICCOTreasurerPT$0--
ERIN GAHRENVP CommunicationsPT$0--
CAROLINE TRINHVP Of Family EventsPT$0--
HANNAH MCLENDONVP Of Teacher AppreciationPT$0--
ANGELA GUILZIOVP Of AdministrationPT$0--
JESSICA MILLIGANSecretaryPT$0--
TARA FULLERTONVice PresidentPT$0--
ROSE GROSSEMember At Large-$0--
AYANNA MCCLINTONMember At Large-$0--
DEBRA LOCASCIOHistorianPT$0--
LAUREN TETAMember At Large-$0--
ELSA BRITTAINVP Of Family EventsPT$0--
Filing and Contact Details

Filer

Filer Name
Wesley Chapel Elementary Pto
EIN
27-2994551
Phone
8433236933
Address
110 S POTTER ROAD, MONROE, NC 28110

Signing Officer

Name
Traci Rubbicco
Title
Treasurer
Phone
8433236933
Signed
2025-09-10
Discuss with paid preparer
Yes

Preparer

Firm
Carlini CPA Pllc
Address
6132 CREFT CIRCLE, INDIAN TRAIL, NC 28079
Preparer
Christine Carlini CPA
Phone
7046042613
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

BOOSTERTHON 10,080

Form 990-EZ, Part I, Line 16, Other Expenses

BACK TO SCHOOL 1,015

Form 990-EZ, Part I, Line 16, Other Expenses

IXL 5,025

Form 990-EZ, Part I, Line 16, Other Expenses

INSURANCE 640

Form 990-EZ, Part I, Line 16, Other Expenses

Second step sel program 2,200

Form 990-EZ, Part I, Line 16, Other Expenses

IREADY 11,955

Form 990-EZ, Part I, Line 16, Other Expenses

FAMILY EVENT 2,085

Form 990-EZ, Part I, Line 16, Other Expenses

EFF FEST 6,401

Form 990-EZ, Part I, Line 16, Other Expenses

SPIRIT WEAR 1,547

Form 990-EZ, Part I, Line 16, Other Expenses

Teacher appreciation 11,093

Form 990-EZ, Part I, Line 16, Other Expenses

DADDY - DAUGHTER 3,297

Form 990-EZ, Part I, Line 16, Other Expenses

MOTHER - SON 2,444

Form 990-EZ, Part I, Line 16, Other Expenses

WEBSITE 1,202

Form 990-EZ, Part I, Line 16, Other Expenses

OFFICE SUPPLIES 78

Form 990-EZ, Part I, Line 16, Other Expenses

School supplies/needs/facilities 4,154

Form 990-EZ, Part I, Line 16, Other Expenses

HOLIDAY EVENT 10,058

Form 990-EZ, Part I, Line 16, Other Expenses

TRUNK OR TREAT 463

Form 990-EZ, Part I, Line 16, Other Expenses

OPERATING EXPENSES 284

Form 990-EZ, Part I, Line 16, Other Expenses

BANK FEES 1,283

Form 990-EZ, Part I, Line 16, Other Expenses

PLAYGROUND 101,882

Form 990-EZ, Part I, Line 16, Other Expenses

STUDENT SPONSORSHIP 130

Form 990-EZ, Part I, Line 16, Other Expenses

STUDENTS TREATS 266

Form 990-EZ, Part I, Line 16, Other Expenses

PIE DRIVE 602

Form 990-EZ, Part I, Line 16, Other Expenses

5TH GRADE EVENTS 1,941

Form 990-EZ, Part I, Line 16, Other Expenses

Beautification - school grounds 119

Form 990-EZ, Part I, Line 16, Other Expenses

COPY CLUB 33

Form 990-EZ, Part I, Line 16, Other Expenses

WOW PHELIX 125

Raw XML Appendix225 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREN BROWN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN GAHREN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TARA FULLERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROSE GROSSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AYANNA MCCLINTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DEBRA LOCASCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LAUREN TETA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ELSA BRITTAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF FAMILY EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF TEACHER APPRECIATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF ADMINISTRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP OF FAMILY EVENTS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0180402
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT TO WESLEY CHAPEL ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0503
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORT FOR FACULTY, STUDENTS AND THEIR FAMILIES TO ENRICH THE EDUCATION OF THOSE AT WESLEY CHAPEL ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0202445
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0182571
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
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IRS990EZ/TotalRevenueAmt0158688
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESLEYCHAPELPTO.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0158688
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0177140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0170937
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0154109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0660874
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0660874
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0158688
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0170937
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0154109
IRS990ScheduleA/Total509Grp/TotalAmt0660874
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0158688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0177140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0170937
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0660874
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOSTERTHON 10,080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BACK TO SCHOOL 1,015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IXL 5,025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE 640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SECOND STEP SEL PROGRAM 2,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IREADY 11,955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FAMILY EVENT 2,085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EFF FEST 6,401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SPIRIT WEAR 1,547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TEACHER APPRECIATION 11,093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DADDY - DAUGHTER 3,297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MOTHER - SON 2,444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12WEBSITE 1,202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13OFFICE SUPPLIES 78
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SCHOOL SUPPLIES/NEEDS/FACILITIES 4,154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15HOLIDAY EVENT 10,058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TRUNK OR TREAT 463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17OPERATING EXPENSES 284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18BANK FEES 1,283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19PLAYGROUND 101,882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20STUDENT SPONSORSHIP 130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21STUDENTS TREATS 266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22PIE DRIVE 602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt235TH GRADE EVENTS 1,941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24BEAUTIFICATION - SCHOOL GROUNDS 119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25COPY CLUB 33
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26WOW PHELIX 125
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACI RUBBICCO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08433236933
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESLEY CHAPEL ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WESL
ReturnHeader/Filer/EIN0272994551
ReturnHeader/Filer/PhoneNum08433236933
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 S POTTER ROAD
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462021252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLINI CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06132 CREFT CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIAN TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028079
ReturnHeader/PreparerPersonGrp/PhoneNum07046042613
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE CARLINI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-10T03:35:45-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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