Civic Intelligence

Winget Park Elementary PTO

990EZ • Fiscal year 2018 • EIN 27-3149403

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 10, 2018

12235 Winget RoadCharlotte, NC 28278

(704) 724-2166

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • NTEE B112 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • NTEE B112 • <$500k nonprofits • Source year 2018

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2018 filings • NTEE B112 • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE B112 • <$500k nonprofits • Source year 2018

Asset Growth

75th percentile

27%

Faster asset growth than 75% of similar nonprofits.

2018 filings • NTEE B112 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

172%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • NTEE B112 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$15,159

Up $3,191 (+27%) from 2017

Net Assets

Up

$15,159

Up $3,191 (+27%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$23,793

Up $15,042 (+172%) from 2017

Expenses

Up

$20,602

Up $1,790 (+9.5%) from 2017

Net Income

Up

$3,191

Up $13,252 (+132%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $4,545Liabilities 2012: $0Net Assets 2012: $4,5452012Assets 2013: $19,884Liabilities 2013: $0Net Assets 2013: $19,8842013Assets 2014: $4,805Liabilities 2014: $0Net Assets 2014: $4,8052014Assets 2015: $14,986Liabilities 2015: $0Net Assets 2015: $14,9862015Assets 2016: $22,029Liabilities 2016: $0Net Assets 2016: $22,0292016Assets 2017: $11,968Liabilities 2017: $0Net Assets 2017: $11,9682017Assets 2018: $15,159Liabilities 2018: $0Net Assets 2018: $15,1592018Assets 2019: $27,539Liabilities 2019: $0Net Assets 2019: $27,5392019Assets 2020: $10,888Liabilities 2020: $0Net Assets 2020: $10,8882020Assets 2021: $49,118Liabilities 2021: $0Net Assets 2021: $49,1182021Assets 2022: $49,118Liabilities 2022: $0Net Assets 2022: $49,1182022Assets 2023: $15,577Liabilities 2023: $0Net Assets 2023: $15,5772023Assets 2024: $752Net Assets 2024: $7522024

Highlighted filing

2018

Assets$15,159
Liabilities$0
Net Assets$15,159

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $47,862Expenses 2012: $44,781Net Income 2012: $3,0812012Revenue 2013: $42,606Expenses 2013: $27,267Net Income 2013: $15,3392013Revenue 2014: $45,655Expenses 2014: $60,734Net Income 2014: -$15,0792014Revenue 2015: $20,381Expenses 2015: $10,200Net Income 2015: $10,1812015Revenue 2016: $21,760Expenses 2016: $14,717Net Income 2016: $7,0432016Revenue 2017: $8,751Expenses 2017: $18,812Net Income 2017: -$10,0612017Revenue 2018: $23,793Expenses 2018: $20,602Net Income 2018: $3,1912018Revenue 2019: $13,256Expenses 2019: $876Net Income 2019: $12,3802019Revenue 2020: $9,842Expenses 2020: $26,493Net Income 2020: -$16,6512020Revenue 2021: $38,796Expenses 2021: $566Net Income 2021: $38,2302021Revenue 2022: $38,796Expenses 2022: $566Net Income 2022: $38,2302022Revenue 2023: $108,628Expenses 2023: $142,169Net Income 2023: -$33,5412023Revenue 2024: $22,895Expenses 2024: $22,143Net Income 2024: $7522024

Highlighted filing

2018

Revenue$23,793
Expenses$20,602
Net Income$3,191
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 10, 2018
Return Version
2017v2.2
Gross Receipts
$69,447
Mission and Program Overview

Mission

Support Winget Park Elementary students

Program Services

DescriptionGrantsExpenses
Equipment$4,492$4,492
Misc$4,180$4,180
Wingate Elementary--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carrie RiveraTreasurerPT$0--
Lynn FeltonPresidentPT$0--
Crystal HembreeSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$7,823$7,823$3,780$4,043
Fun Run$5,788$5,788-$5,788
Total Events$18,958$18,958$6,143$12,815
Filing and Contact Details

Filer

Filer Name
Winget Park PTO
EIN
27-3149403
Address
12235 Winget Road, Charlotte, NC 28278

Signing Officer

Name
Carrie Rivera
Title
Treasurer
Signed
2018-10-10
Discuss with paid preparer
No

Preparer

Firm
Liberty Tax
Address
705 Crossroads Plaza, Fort Mill, SC 29708
Preparer
Pam Hamilton
Phone
8036203200
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Misc Grantee Winget Park Relationship School Amount 19,667Activity Equipment Grantee Winget Park Relationship School Activity Misc Grantee Winget Park Relationship School

Description of other expenses Part I line 16

Description Amountcash box 230Bank Charges 5returns 3NSF 72

Raw XML Appendix180 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/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028278
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Carrie Rivera
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lynn Felton
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0310
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Winget Park Elementary students
IRS990EZ/PrintingPublicationsPostageAmt0100
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Equipment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Misc
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04492
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14180
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04492
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14180
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024846
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020602
IRS990EZ/TotalProgramServiceExpensesAmt08672
IRS990EZ/TotalRevenueAmt023793
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0180
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06109
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt041475
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt089731
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0213254
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026779
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0219367
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06143
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cookie Dough
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05788
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05347
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05788
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05347
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012815
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02363
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06143
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03780
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Misc Grantee Winget Park Relationship School Amount 19,667Activity Equipment Grantee Winget Park Relationship School Activity Misc Grantee Winget Park Relationship School
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description Amountcash box 230Bank Charges 5returns 3NSF 72
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Carrie Rivera
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Winget Park PTO
ReturnHeader/Filer/BusinessNameControlTxt0WING
ReturnHeader/Filer/EIN0273149403
ReturnHeader/Filer/USAddress/AddressLine1Txt012235 Winget Road
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028278
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId058FE5D3283F51A3C6D6710E1F8650F6B4845DBC2
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.197.34.228
ReturnHeader/FilingSecurityInformation/IPDt02018-10-15
ReturnHeader/FilingSecurityInformation/IPTm020:25:46
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Liberty Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0705 Crossroads Plaza
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Mill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029708
ReturnHeader/PreparerPersonGrp/PhoneNum08036203200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pam Hamilton
ReturnHeader/ReturnTs02018-10-11T21:18:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.23$0.22$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.09$1.42$0.34
2022Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.39$0.01$0.38
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.39$0.01$0.38
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.10$0.26$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.13$0.01$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.24$0.21$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.09$0.19$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.22$0.15$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.20$0.10$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.46$0.61$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$0.43$0.27$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.48$0.45$0.03