Civic Intelligence

Wesley Chapel Elementary PTO

990EZ • Fiscal year 2024 • EIN 27-2994551

Aug 01, 2023 to Jul 31, 2024 • Filed on Sep 04, 2024

Organization ProfileWWW.WESLEYCHAPELPTO.COM
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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

36%

Faster asset growth than 81% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

-5.3%

Faster revenue growth than 39% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$116,586

Up $30,778 (+36%) from 2023

Net Assets

Up

$116,586

Up $30,778 (+36%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Down

$177,140

Down $9,835 (-5.3%) from 2023

Expenses

Up

$146,362

Up $16,866 (+13%) from 2023

Net Income

Down

$30,778

Down $26,701 (-46%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

2024

Assets$116,586
Liabilities-
Net Assets$116,586
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

2024

Revenue$177,140
Expenses$146,362
Net Income$30,778
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Sep 4, 2024
Return Version
2023v5.1
Gross Receipts
$177,140
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$177,140$146,362
Compensation and Service Providers
Top Officer Pay79th percentile

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--
STACY PASSERELLVP Of FundraisingPT$0--
ANGELA GUILZIOVP Of AdministrationPT$0--
JESSICA MILLIGANSecretaryPT$0--
TARA FULLERTONVice PresidentPT$0--
ROSE GROSSEMember At LargePT$0--
AYANNA MCCLINTONMember At LargePT$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
2024-09-04
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

“Fundraising 2,338”

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

“Supplies 304”

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

“BOOSTERTHON 45,593”

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

“BACK TO SCHOOL 1,069”

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

“BUSINESS EXPENSE 433”

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

“INSURANCE 640”

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

“TECHNOLOGY 17,276”

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

“FAMILY EVENTS 13,195”

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

“BANK FEES 987”

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

“SPIRIT WEAR 3,821”

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

“Teacher appreciation 9,323”

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

“EVENTS 3,671”

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

“WEBSITE 1,192”

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

“School supplies/needs/facilities 31,644”

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

“OPERATING EXPENSES 31”

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

“PLAYGROUND 10,404”

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

“STUDENT SPONSORSHIP 357”

Raw XML Appendix195 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/BOYAmt085808
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IRS990EZ/ExcessOrDeficitForYearAmt030778
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0680
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt085808
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0116586
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0116586
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREN BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACI RUBBICCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN GAHREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROLINE TRINH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HANNAH MCLENDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STACY PASSERELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANGELA GUILZIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JESSICA MILLIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TARA FULLERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ROSE GROSSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10AYANNA MCCLINTON
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 FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF ADMINISTRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10MEMBER AT LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0142278
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT TO WESLEY CHAPEL ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0874
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORT FOR FACULTY, STUDENTS AND THEIR FAMILIES TO ENRICH THE EDUCATION OF THOSE AT WESLEY CHAPEL ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0177140
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0146362
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0146362
IRS990EZ/TotalProgramServiceExpensesAmt0146362
IRS990EZ/TotalRevenueAmt0177140
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESLEYCHAPELPTO.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0177140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0170937
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0154109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0502186
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0502186
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0177140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0170937
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0154109
IRS990ScheduleA/Total509Grp/TotalAmt0502186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0177140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0170937
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0154109
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0502186
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/ExplanationTxt0Fundraising 2,338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOSTERTHON 45,593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BACK TO SCHOOL 1,069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BUSINESS EXPENSE 433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TECHNOLOGY 17,276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FAMILY EVENTS 13,195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES 987
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SPIRIT WEAR 3,821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TEACHER APPRECIATION 9,323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11EVENTS 3,671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12WEBSITE 1,192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SCHOOL SUPPLIES/NEEDS/FACILITIES 31,644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14OPERATING EXPENSES 31
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PLAYGROUND 10,404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16STUDENT SPONSORSHIP 357
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
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TARA FULLERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08433236933
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-04
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/PreparationDt02024-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE CARLINI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-04T08:12:57-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,586
Liabilities
-
Net assets
$116,586
Revenue
$177,140
Expenses
$146,362
Net income
$30,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.93$0.93$1.59$1.82$0.23
2024Detailed filing. Detailed filing data is available for this year.$1.17$1.17$1.77$1.46$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.86$1.87$1.29$0.57
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.28$1.54$1.26$0.28