Civic Intelligence

Winget Park Elementary PTO

990EZ • Fiscal year 2020 • EIN 27-3149403

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 13, 2021

12235 Winget RoadCharlotte, NC 28278

(980) 343-1063

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2020 filings • NTEE B112 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.00x

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

2020 filings • NTEE B112 • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-169%

Higher net margin than 8% of similar nonprofits.

2020 filings • NTEE B112 • <$500k nonprofits • Source year 2020

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.

2020 filings • NTEE B112 • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-60%

Faster asset growth than 2% of similar nonprofits.

2020 filings • NTEE B112 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-26%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • NTEE B112 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$10,888

Down $16,651 (-60%) from 2019

Net Assets

Down

$10,888

Down $16,651 (-60%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$9,842

Down $3,414 (-26%) from 2019

Expenses

Up

$26,493

Up $25,617 (+2924%) from 2019

Net Income

Down

-$16,651

Down $29,031 (-234%) from 2019

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

2020

Assets$10,888
Liabilities$0
Net Assets$10,888

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

2020

Revenue$9,842
Expenses$26,493
Net Income-$16,651
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 13, 2021
Return Version
2019v5.1
Gross Receipts
$46,984
Mission and Program Overview

Mission

Support Winget Park Elementary students

Program Services

DescriptionGrantsExpenses
Wingate Elementary--
Equipment--
Misc--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hollie ScruggsTreasurerPT$0--
Ishia SellersPresidentPT$0--
Bill MuellerSecretaryPT$0--
Michelle MontanezCorp SponsorshipPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough----
Fun Run----
Total Events$35,110$35,110$49,354$-14,244
Filing and Contact Details

Filer

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

Signing Officer

Name
Hollie Scruggs
Title
Treasury
Signed
2021-09-13
Discuss with paid preparer
No

Preparer

Firm
Mark Williams
Address
705 Crossroads Plaza, Fort Mill, SC 29708-8017
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 Activity Equipment Grantee Winget Park Relationship School Amount 19,030Activity Misc Grantee Winget Park Relationship School

Description of other expenses Part I line 16

Description AmountReimbursement 340Bank fee 109Insurance 180Misc 6,489

Raw XML Appendix163 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/PhoneNum09803431063
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028278
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027539
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010888
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IRS990EZ/ExcessOrDeficitForYearAmt0-16651
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt019030
IRS990EZ/GrossProfitLossSlsOfInvntryAmt03373
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IRS990EZ/GrossSalesOfInventoryAmt07941
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt010888
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Hollie Scruggs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ishia Sellers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bill Mueller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michelle Montanez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Corp Sponsorship
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt07118
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Winget Park Elementary students
IRS990EZ/PrintingPublicationsPostageAmt0345
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Wingate Elementary
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Equipment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Misc
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032574
IRS990EZ/SpecialEventsNetIncomeLossAmt04374
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026493
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt09842
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01845
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08148
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt035110
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt028857
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt024934
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt027006
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt030108
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0146015
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0154163
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029526
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IRS990ScheduleA/Total509Grp/TotalAmt0154163
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033197
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0154163
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt049354
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cookie Dough
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt035110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt035110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035110
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-14244
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt049354
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt049354
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Misc Grantee Winget Park Relationship School Activity Equipment Grantee Winget Park Relationship School Amount 19,030Activity Misc Grantee Winget Park Relationship School
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountReimbursement 340Bank fee 109Insurance 180Misc 6,489
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Hollie Scruggs
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasury
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-13
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/PreparerFirmGrp/PreparerFirmEIN0453817461
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mark Williams
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0705 Crossroads Plaza
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Mill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0297088017
ReturnHeader/PreparerPersonGrp/PhoneNum08036203200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pam Hamilton
ReturnHeader/ReturnTs02021-09-21T10:54:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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