Civic Intelligence

Wms Ptso Inc.

990EZ • Fiscal year 2015 • EIN 46-2653736

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 29, 2015

Organization ProfileN/A
5903 Deal RoadMatthews, NC 28104-7973

(704) 814-9772

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.

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.00x

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

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Net Margin

41st percentile

1.2%

Higher net margin than 41% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Asset Growth

88th percentile

56%

Faster asset growth than 88% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

30th percentile

-15%

Faster revenue growth than 30% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$15,152

Up $5,429 (+56%) from 2014

Net Assets

Up

$15,152

Up $5,429 (+56%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin41st percentile

Revenue

Down

$74,660

Down $13,289 (-15%) from 2014

Expenses

Down

$73,755

Down $4,471 (-5.7%) from 2014

Net Income

Down

$905

Down $8,818 (-91%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$300K$200K$100K$0Assets 2013: $4,524Liabilities 2013: $02013Assets 2014: $9,723Liabilities 2014: $0Net Assets 2014: $9,7232014Assets 2015: $15,152Liabilities 2015: $0Net Assets 2015: $15,1522015Assets 2016: $30,161Liabilities 2016: $0Net Assets 2016: $30,1612016Assets 2017: $31,773Liabilities 2017: $0Net Assets 2017: $31,7732017Assets 2018: $32,587Liabilities 2018: $0Net Assets 2018: $32,5872018Assets 2019: $36,053Liabilities 2019: $0Net Assets 2019: $36,0532019Assets 2020: $86,295Liabilities 2020: $0Net Assets 2020: $86,2952020Assets 2021: $54,434Liabilities 2021: $0Net Assets 2021: $54,4342021Assets 2022: $122,961Liabilities 2022: $0Net Assets 2022: $122,9612022Assets 2023: $165,341Liabilities 2023: $0Net Assets 2023: $165,3412023Assets 2024: $220,507Liabilities 2024: $0Net Assets 2024: $220,5072024Assets 2025: $223,149Liabilities 2025: $0Net Assets 2025: $223,1492025

Highlighted filing

2015

Assets$15,152
Liabilities$0
Net Assets$15,152
Open 2015 Filing

Operations Trend

Revenue Growth30th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $87,949Expenses 2014: $78,226Net Income 2014: $9,7232014Revenue 2015: $74,660Expenses 2015: $73,755Net Income 2015: $9052015Revenue 2016: $76,726Expenses 2016: $61,717Net Income 2016: $15,0092016Revenue 2017: $93,034Expenses 2017: $91,422Net Income 2017: $1,6122017Revenue 2018: $105,667Expenses 2018: $104,853Net Income 2018: $8142018Revenue 2019: $129,305Expenses 2019: $125,839Net Income 2019: $3,4662019Revenue 2020: $88,368Expenses 2020: $38,126Net Income 2020: $50,2422020Revenue 2021: $28,184Expenses 2021: $60,044Net Income 2021: -$31,8602021Revenue 2022: $111,707Expenses 2022: $44,315Net Income 2022: $67,3922022Revenue 2023: $120,355Expenses 2023: $77,975Net Income 2023: $42,3802023Revenue 2024: $113,260Expenses 2024: $58,094Net Income 2024: $55,1662024Revenue 2025: $26,659Expenses 2025: $24,017Net Income 2025: $2,6422025

Highlighted filing

2015

Revenue$74,660
Expenses$73,755
Net Income$905
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 29, 2015
Return Version
2014v5.0
Gross Receipts
$133,872
Mission and Program Overview

Mission

Supplement student/teacher technology needs/staff development

Program Services

DescriptionGrantsExpenses
TECHNOLOGY-$34,671
STAFF DEVELOPMENT-$5,377
SOCIAL ARTS-$5,119
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLEY COBBPresidentPT$0--
VICTORIA LICCIONEVice PresidentPT$0--
COURTNEY NEWMANTreasurerPT$0--
GAIL GIATTINOSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bff----
Other----
Filing and Contact Details

Filer

Filer Name
WMS PTSO Inc
EIN
46-2653736
Phone
7048149772
Address
5903 Deal Road, Matthews, NC 28104-7973

Signing Officer

Name
Nancy Adamo
Title
Treasurer
Phone
7048149772
Signed
2015-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Davies Goldstein & Associates CPA's PLLC
Address
PO Box 156, Matthews, NC 28106
Preparer
Jeffrey Goldstein
Phone
7046840555
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“SALES TAX REFUNDS 2257.”

Form 990EZ, Part I, Line 16

“Achievement awards 64. Cultural arts 1525. Hospitality 881. Media center 1246. Memberships 4118. Bank fees 124. Insurance 500. Office 607. Cc fees 1718. Taxes 6. Postage 43. Pto 199. Tax prep 415. Website 388. Worktroom maintenance 63. Returned check fee 20. Staff appreciation 5445. Student lunch 67. Program services 45167.”

Form 990EZ, Part I, Line 20

“Prior period adjustment 4524.”

Raw XML Appendix143 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/PersonNm0NANCY ADAMO
IRS990EZ/BooksInCareOfDetail/PhoneNum07048149772
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05903 Deal Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Matthews
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0281047973
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09723
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015152
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020624
IRS990EZ/CostOfGoodsSoldAmt038789
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0905
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09723
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015152
IRS990EZ/FundraisingGrossIncomeAmt040808
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt021401
IRS990EZ/GrossReceiptsAmt0133872
IRS990EZ/GrossSalesOfInventoryAmt060190
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04100
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09723
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015152
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09723
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015152
IRS990EZ/OccupancyRentUtltsAndMaintAmt010144
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLEY COBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICTORIA LICCIONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COURTNEY NEWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GAIL GIATTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt04524
IRS990EZ/OtherExpensesTotalAmt062596
IRS990EZ/OtherRevenueTotalAmt02257
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Supplement student/teacher technology needs/staff development
IRS990EZ/PrintingPublicationsPostageAmt01015
IRS990EZ/ProgramServiceRevenueAmt05893
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF DEVELOPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SOCIAL ARTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034671
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15377
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25119
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020423
IRS990EZ/SpecialEventsNetIncomeLossAmt020385
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073755
IRS990EZ/TotalProgramServiceExpensesAmt045167
IRS990EZ/TotalRevenueAmt074660
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt093387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0118111
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt055220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0115410
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0233521
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084914
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0148607
IRS990ScheduleA/Total509Grp/TotalAmt0233521
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0233521
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BFF
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Other
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SALES TAX REFUNDS 2257.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACHIEVEMENT AWARDS 64. CULTURAL ARTS 1525. HOSPITALITY 881. MEDIA CENTER 1246. MEMBERSHIPS 4118. BANK FEES 124. INSURANCE 500. OFFICE 607. CC FEES 1718. TAXES 6. POSTAGE 43. PTO 199. TAX PREP 415. WEBSITE 388. WORKTROOM MAINTENANCE 63. RETURNED CHECK FEE 20. STAFF APPRECIATION 5445. STUDENT LUNCH 67. PROGRAM SERVICES 45167.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT 4524.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY ADAMO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07048149772
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WMS PTSO Inc
ReturnHeader/Filer/BusinessNameControlTxt0WMSP
ReturnHeader/Filer/EIN0462653736
ReturnHeader/Filer/PhoneNum07048149772
ReturnHeader/Filer/USAddress/AddressLine1Txt05903 Deal Road
ReturnHeader/Filer/USAddress/CityNm0Matthews
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0281047973
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davies Goldstein & Associates CPA's PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Matthews
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028106
ReturnHeader/PreparerPersonGrp/PhoneNum07046840555
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY GOLDSTEIN
ReturnHeader/ReturnTs02015-11-05T11:29:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,152
Liabilities
$0
Net assets
$15,152
Revenue
$74,660
Expenses
$73,755
Net income
$905
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.27$0.24$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$1.13$0.58$0.55
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$1.20$0.78$0.42
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.12$0.44$0.67
2021Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.28$0.60$0.32
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.88$0.38$0.50
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.29$1.26$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.06$1.05$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.93$0.91$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.77$0.62$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.75$0.74$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.88$0.78$0.10
2013Summary only. Only limited summary data is available for this year.$0.05$0.00$0.00$0.00$0.00