Civic Intelligence

Wms Ptso Inc.

990EZ • Fiscal year 2014 • EIN 46-2653736

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 07, 2014

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

89th percentile

0.00x

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

2014 filings • NTEE B94 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

89th percentile

0.00x

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

2014 filings • NTEE B94 • <$500k nonprofits • Source year 2014

Net Margin

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

2014 filings • NTEE B94 • <$500k nonprofits • Source year 2014

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.

2014 filings • NTEE B94 • <$500k nonprofits • Source year 2014

Asset Growth

93rd percentile

115%

Faster asset growth than 93% of similar nonprofits.

2014 filings • NTEE B94 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$9,723

Up $5,199 (+115%) from 2013

Net Assets

$9,723

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin59th percentile

Revenue

Up

$87,949

Up $87,949 from 2013

Expenses

Up

$78,226

Up $78,226 from 2013

Net Income

Up

$9,723

Up $9,723 from 2013

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2014

Assets$9,723
Liabilities$0
Net Assets$9,723
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2014

Revenue$87,949
Expenses$78,226
Net Income$9,723
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v4.0
Gross Receipts
$148,607
Mission and Program Overview

Mission

Supplement student/teacher technology needs/staff development

Program Services

DescriptionGrantsExpenses
TECHNOLOGY-$32,526
STAFF DEVELOPMENT-$5,664
SOCIAL ARTS-$5,409
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTIE SCHRADERPresidentPT$0--
CASSANDRA SIMPSONVice PresidentPT$0--
COURTNEY NEWMANTreasurerPT$0--
SUZY HELMSSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$28,655$28,655$19,491$9,164
Event 2$13,389$13,389$3,803$9,586
Total Events$42,044$42,044$23,294$18,750
Filing and Contact Details

Filer

EIN
46-2653736
Phone
7048149772

Signing Officer

Name
Courtney Newman
Title
Treasurer
Phone
7048149772
Signed
2014-11-07

Preparer

Preparer
Jeffrey Goldstein
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Achievement awards 144. Cultural arts 3252. Hospitality 1250. Insurance 480. Lunch fund 240. Media center 469. Memberships 4036. Miscellaneous 10. Operating expenses 2219. Social arts 5409. Staff appreciation 5306. Staff development 5664. Technology/program enhancements 32526. Student service projects 12982.”

Raw XML Appendix139 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TORRIE NEWMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum07048149772
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105903 Deal Rd
IRS990EZ/BooksInCareOfDetail/USAddress/City0Matthews
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0281047973
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09723
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015510
IRS990EZ/CostOfGoodsSoldAmt037364
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09723
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09723
IRS990EZ/FundraisingGrossIncomeAmt042044
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt017856
IRS990EZ/GrossReceiptsAmt0148607
IRS990EZ/GrossSalesOfInventoryAmt055220
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02315
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09723
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09723
IRS990EZ/OccupancyRentUtltsAndMaintAmt02543
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/PersonNm0CHRISTIE SCHRADER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CASSANDRA SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COURTNEY NEWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUZY HELMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt073987
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Supplement student/teacher technology needs/staff development
IRS990EZ/PrintingPublicationsPostageAmt01696
IRS990EZ/ProgramServiceRevenueAmt033518
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF DEVELOPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SOCIAL ARTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032526
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15664
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25409
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023294
IRS990EZ/SpecialEventsNetIncomeLossAmt018750
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078226
IRS990EZ/TotalProgramServiceExpensesAmt043599
IRS990EZ/TotalRevenueAmt087949
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt093387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt093387
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt055220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt055220
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0148607
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0148607
IRS990ScheduleA/Total509Grp/TotalAmt0148607
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0148607
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013389
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042044
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013389
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042044
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0BFF
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Other
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018750
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023294
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019491
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03803
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACHIEVEMENT AWARDS 144. CULTURAL ARTS 3252. HOSPITALITY 1250. INSURANCE 480. LUNCH FUND 240. MEDIA CENTER 469. MEMBERSHIPS 4036. MISCELLANEOUS 10. OPERATING EXPENSES 2219. SOCIAL ARTS 5409. STAFF APPRECIATION 5306. STAFF DEVELOPMENT 5664. TECHNOLOGY/PROGRAM ENHANCEMENTS 32526. STUDENT SERVICE PROJECTS 12982.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0COURTNEY NEWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07048149772
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10WMS PTSO Inc
ReturnHeader/Filer/BusinessNameControlTxt0WMSP
ReturnHeader/Filer/EIN0462653736
ReturnHeader/Filer/PhoneNum07048149772
ReturnHeader/Filer/USAddress/AddressLine105903 Deal Road
ReturnHeader/Filer/USAddress/City0Matthews
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode0281047973
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Davies Goldstein & Associates CPA's PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Matthews
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode028106
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY GOLDSTEIN
ReturnHeader/ReturnTs02015-11-05T11:24:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,723
Liabilities
$0
Net assets
$9,723
Revenue
$87,949
Expenses
$78,226
Net income
$9,723
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