Civic Intelligence

Wms Ptso Inc.

990EZ • Fiscal year 2016 • EIN 46-2653736

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 03, 2016

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

88th percentile

0.00x

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

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.00x

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

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

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.

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

Asset Growth

93rd percentile

99%

Faster asset growth than 93% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

2.8%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$30,161

Up $15,009 (+99%) from 2015

Net Assets

Up

$30,161

Up $15,009 (+99%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$76,726

Up $2,066 (+2.8%) from 2015

Expenses

Down

$61,717

Down $12,038 (-16%) from 2015

Net Income

Up

$15,009

Up $14,104 (+1558%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$30,161
Liabilities$0
Net Assets$30,161

Operations Trend

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

2016

Revenue$76,726
Expenses$61,717
Net Income$15,009
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 3, 2016
Return Version
2015v2.1
Gross Receipts
$135,448
Mission and Program Overview

Mission

Supplement student/teacher technology needs/staff development

Program Services

DescriptionGrantsExpenses
TECHNOLOGY-$36,991
STAFF DEVELOPMENT-$5,029
SOCIAL ARTS-$4,249
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLEY COBBPresidentPT$0--
VICTORIA LICCIONEPresient ElectPT$0--
NANCY ADAMOTreasurerPT$0--
GAIL GIATTINOSecretaryPT$0--
JOANN ORRELLTreasurer ElectPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bff$32,935$32,935$17,596$15,339
Total Events$32,935$32,935$20,345$12,590
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
Joann Orrell
Title
Treasurer
Phone
7048149772
Signed
2016-10-03
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 16

Achievement Awards 38.

Form 990EZ, Part I, Line 16

Cultural Arts 1163.

Form 990EZ, Part I, Line 16

Media Center 545.

Form 990EZ, Part I, Line 16

Memberships 4868.

Form 990EZ, Part I, Line 16

Bank fees 83.

Form 990EZ, Part I, Line 16

Insurance 500.

Form 990EZ, Part I, Line 16

Office 721.

Form 990EZ, Part I, Line 16

PTO 199.

Form 990EZ, Part I, Line 16

Tax Prep 440.

Form 990EZ, Part I, Line 16

Website 400.

Form 990EZ, Part I, Line 16

Staff Appreciation 4901.

Form 990EZ, Part I, Line 16

Student lunch 68.

Form 990EZ, Part I, Line 16

Program services 46269.

Raw XML Appendix177 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/PersonNm0JOANN ORRELL
IRS990EZ/BooksInCareOfDetail/PhoneNum07046617270
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05903 Deal Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Matthews
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0281047973
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015152
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030161
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030046
IRS990EZ/CostOfGoodsSoldAmt037240
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015009
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015152
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030161
IRS990EZ/FundraisingGrossIncomeAmt035561
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt020773
IRS990EZ/GrossReceiptsAmt0135448
IRS990EZ/GrossSalesOfInventoryAmt058013
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04400
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015152
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030161
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015152
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030161
IRS990EZ/OccupancyRentUtltsAndMaintAmt0280
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLEY COBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICTORIA LICCIONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY ADAMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GAIL GIATTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOANN ORRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Presient Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060195
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Supplement student/teacher technology needs/staff development
IRS990EZ/PrintingPublicationsPostageAmt01242
IRS990EZ/ProgramServiceRevenueAmt07428
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF DEVELOPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SOCIAL ARTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036991
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15029
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24249
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021482
IRS990EZ/SpecialEventsNetIncomeLossAmt014079
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061717
IRS990EZ/TotalProgramServiceExpensesAmt046269
IRS990EZ/TotalRevenueAmt076726
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034446
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt093387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0152557
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt058013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt060190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0173423
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0325980
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt092459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084914
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0148607
IRS990ScheduleA/Total509Grp/TotalAmt0325980
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0325980
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020345
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BFF
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02749
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032935
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012590
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017596
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Achievement Awards 38.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Cultural Arts 1163.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Media Center 545.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Memberships 4868.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank fees 83.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Office 721.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTO 199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Tax Prep 440.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Website 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Staff Appreciation 4901.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Student lunch 68.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Program services 46269.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANN ORRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07048149772
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-03
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/PreparationDt02016-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY GOLDSTEIN
ReturnHeader/ReturnTs02016-10-17T08:31:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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No mirrored PDF or thumbnail assets are attached yet.

Filings