Civic Intelligence

Wesley Chapel Elementary PTO

990EZ • Fiscal year 2023 • EIN 27-2994551

Aug 01, 2022 to Jul 31, 2023 • Filed on Mar 23, 2024

110 S Potter RoadMonroe, NC 28110

(843) 323-6933

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

96th percentile

203%

Faster asset growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

21%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$85,808

Up $57,479 (+203%) from 2022

Net Assets

Up

$85,808

Up $57,479 (+203%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$186,975

Up $32,866 (+21%) from 2022

Expenses

Up

$129,496

Up $3,068 (+2.4%) from 2022

Net Income

Up

$57,479

Up $29,798 (+108%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$85,808
Liabilities-
Net Assets$85,808

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$186,975
Expenses$129,496
Net Income$57,479
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Mar 23, 2024
Return Version
2022v5.0
Gross Receipts
$186,975
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$185,975$129,496
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN BROWNPresidentPT$0--
TARA FULLERTONTreasurerPT$0--
ERIN GAHRENVP CommunicationsPT$0--
CAROLINE TRINHVP Of Family EventsPT$0--
EMILY MASIMERVP Of AdministrationPT$0--
HANNA MCLENDONMember At LargePT$0--
ANGELA GUILZIOMember At LargePT$0--
STACY PASSERELLVP Of FundraisingPT$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
Tara Fullerton
Title
Treasurer
Phone
8433236933
Signed
2024-03-23
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 8, Other Revenue

REVENUE FROM PY 16,038

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

Fundraising 2,427

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

Supplies 185

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

BOOSTERTHON 39,690

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

BACK TO SCHOOL 417

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

BUSINESS EXPENSE 393

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

INSURANCE 640

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

TECHNOLOGY 12,423

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

FAMILY EVENTS 21,220

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

BANK FEES 1,383

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

SPIRIT WEAR 6,597

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

Teacher appreciation 8,171

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

EVENTS 536

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

WEBSITE 1,016

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

School supplies/needs/facilities 26,441

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

Fundrising expenses 1,390

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

OPERATING EXPENSES 2,024

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

BAD DEBT 120

Raw XML Appendix188 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06782313945
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05006 AVINGTON CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAXHAW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028329
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085808
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0155831
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt057479
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt0186975
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028329
IRS990EZ/NetAssetsOrFundBalancesEOYAmt085808
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028329
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt085808
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1012.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREN BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TARA FULLERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN GAHREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROLINE TRINH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EMILY MASIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HANNA MCLENDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANGELA GUILZIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STACY PASSERELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF FAMILY EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF ADMINISTRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF FUNDRAISING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0125073
IRS990EZ/OtherRevenueTotalAmt016038
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT TO WESLEY CHAPEL ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt03473
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORT FOR FACULTY, STUDENTS AND THEIR FAMILIES TO ENRICH THE EDUCATION OF THOSE AT WESLEY CHAPEL ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0185975
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0129496
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0129496
IRS990EZ/TotalProgramServiceExpensesAmt0129496
IRS990EZ/TotalRevenueAmt0186975
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESLEYCHAPELPTO.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0170937
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0154109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0325046
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0325046
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0170937
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0154109
IRS990ScheduleA/Total509Grp/TotalAmt0325046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0170937
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0154109
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0325046
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/ExplanationTxt0REVENUE FROM PY 16,038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 2,427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOSTERTHON 39,690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BACK TO SCHOOL 417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BUSINESS EXPENSE 393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE 640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TECHNOLOGY 12,423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FAMILY EVENTS 21,220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK FEES 1,383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SPIRIT WEAR 6,597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TEACHER APPRECIATION 8,171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12EVENTS 536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13WEBSITE 1,016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SCHOOL SUPPLIES/NEEDS/FACILITIES 26,441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15FUNDRISING EXPENSES 1,390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16OPERATING EXPENSES 2,024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BAD DEBT 120
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TARA FULLERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08433236933
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-23
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/PreparationDt02024-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE CARLINI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-23T07:56:52-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FULLERTON
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

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