Civic Intelligence

Winget Park Elementary PTO

990EZ • Fiscal year 2023 • EIN 27-3149403

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 11, 2023

Organization ProfileN/A
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

86th percentile

0.00x

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

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.00x

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

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-31%

Higher net margin than 7% of similar nonprofits.

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

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

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

Asset Growth

1st percentile

-68%

Faster asset growth than 1% of similar nonprofits.

2023 filings • NTEE B112 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

180%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • NTEE B112 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$15,577

Down $33,541 (-68%) from 2022

Net Assets

Down

$15,577

Down $33,541 (-68%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin7th percentile

Revenue

Up

$108,628

Up $69,832 (+180%) from 2022

Expenses

Up

$142,169

Up $141,603 (+25018%) from 2022

Net Income

Down

-$33,541

Down $71,771 (-188%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

2023

Assets$15,577
Liabilities$0
Net Assets$15,577
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

2023

Revenue$108,628
Expenses$142,169
Net Income-$33,541
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 11, 2023
Return Version
2022v5.0
Gross Receipts
$108,628
Mission and Program Overview

Mission

Support Winget Park Elementary students

Program Services

DescriptionGrantsExpenses
Misc$100-
Wingate Elementary--
Equipment--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hollie ScruggsTreasurerPT$0--
Ishia SellersPresidentPT$0--
Muriel BarnetteSecretaryPT$0--
Meredith GillVice PresidentPT$0--
Courtney GendronRoom Parent LiasonPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon----
Spirit Night----
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
2023-10-11
Discuss with paid preparer
No

Preparer

Firm
Liberty Tax
Address
705 Crossroads Plaza, Fort Mill, SC 29708
Preparer
Mark Williams
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 Activity Misc Grantee Winget Park Relationship School”

Description of other expenses Part I line 16

“Description Amountbooster thon 26,072Bank fee 3book fair 2,247Insurance 1,110Misc 109,956amazon 177donation 124spirit wear 2,480”

Raw XML Appendix158 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
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012235 Wingate Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028278
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049118
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015577
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-33541
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049118
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015577
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Hollie Scruggs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ishia Sellers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Muriel Barnette
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Meredith Gill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Courtney Gendron
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Room Parent Liason
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0142169
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Winget Park Elementary students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Wingate Elementary
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Equipment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Misc
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt0104513
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0142169
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0108628
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0409
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07288
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0104513
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt054109
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt035110
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt028857
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0222589
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0229877
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0108628
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029526
IRS990ScheduleA/Total509Grp/TotalAmt0229877
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0108628
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029526
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0229877
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spirit Night
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Misc Grantee Winget Park Relationship School Activity Equipment Grantee Winget Park Relationship School Activity Misc Grantee Winget Park Relationship School
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description Amountbooster thon 26,072Bank fee 3book fair 2,247Insurance 1,110Misc 109,956amazon 177donation 124spirit wear 2,480
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Hollie Scruggs
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasury
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-11
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/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/PreparationDt02023-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Williams
ReturnHeader/ReturnTs02023-10-11T15:40:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Hollie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Scruggs
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,577
Liabilities
$0
Net assets
$15,577
Revenue
$108,628
Expenses
$142,169
Net income
-$33,541
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