Civic Intelligence

Wms Ptso Inc.

990EZ • Fiscal year 2018 • EIN 46-2653736

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 18, 2018

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

44th percentile

0.8%

Higher net margin than 44% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

52nd percentile

2.6%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$32,587

Up $814 (+2.6%) from 2017

Net Assets

Up

$32,587

Up $814 (+2.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$105,667

Up $12,633 (+14%) from 2017

Expenses

Up

$104,853

Up $13,431 (+15%) from 2017

Net Income

Down

$814

Down $798 (-50%) from 2017

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

2018

Assets$32,587
Liabilities$0
Net Assets$32,587

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

2018

Revenue$105,667
Expenses$104,853
Net Income$814
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 18, 2018
Return Version
2017v2.2
Gross Receipts
$181,487
Mission and Program Overview

Mission

Supplement student/teacher technology needs/staff development

Program Services

DescriptionGrantsExpenses
TECHNOLOGY-$58,727
STAFF APPRECIATION-$9,382
SOCIAL ARTS-$6,384
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE BUSENBARKPresidentPT$0--
BRANDI MERVISVice PresidentPT$0--
DARCEY JONESTreasurerPT$0--
AMY MILLERSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bff$36,514$36,514$24,700$11,814
Total Events$36,514$36,514$24,700$11,814
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
Darcey Jones
Title
Treasurer
Phone
7048149772
Signed
2018-10-18
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 16

Cultural Arts 16726.

Form 990EZ, Part I, Line 16

Media Center 1712.

Form 990EZ, Part I, Line 16

Memberships 9896.

Form 990EZ, Part I, Line 16

Bank fees 46.

Form 990EZ, Part I, Line 16

Office 362.

Form 990EZ, Part I, Line 16

Tax Prep 465.

Form 990EZ, Part I, Line 16

Website 413.

Form 990EZ, Part I, Line 16

Staff Appreciation 9382.

Form 990EZ, Part I, Line 16

Program enhancement 58727.

Form 990EZ, Part I, Line 16

Social arts 6483.

Raw XML Appendix179 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/PersonNm0DARCEY JONES
IRS990EZ/BooksInCareOfDetail/PhoneNum07048149772
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05903 Deal Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Matthews
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0281047973
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031773
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032587
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027673
IRS990EZ/CostOfGoodsSoldAmt050120
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0814
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031773
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032587
IRS990EZ/FundraisingGrossIncomeAmt038814
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt035783
IRS990EZ/GrossReceiptsAmt0181487
IRS990EZ/GrossSalesOfInventoryAmt085903
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04028
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031773
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032587
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031773
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032587
IRS990EZ/OccupancyRentUtltsAndMaintAmt099
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/PersonNm0STEPHANIE BUSENBARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRANDI MERVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DARCEY JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0104212
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Supplement student/teacher technology needs/staff development
IRS990EZ/PrintingPublicationsPostageAmt0542
IRS990EZ/ProgramServiceRevenueAmt025069
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SOCIAL ARTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058727
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19382
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26384
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025700
IRS990EZ/SpecialEventsNetIncomeLossAmt013114
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0104853
IRS990EZ/TotalProgramServiceExpensesAmt074493
IRS990EZ/TotalRevenueAmt0105667
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033044
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034446
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt093387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0217302
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0124717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt081002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt060190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0379142
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0596444
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0156418
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0114046
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt092459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084914
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0148607
IRS990ScheduleA/Total509Grp/TotalAmt0596444
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0596444
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024700
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BFF
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036514
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036514
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036514
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036514
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011814
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024700
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Cultural Arts 16726.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Media Center 1712.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Memberships 9896.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank fees 46.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office 362.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Tax Prep 465.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Website 413.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Staff Appreciation 9382.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Program enhancement 58727.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Social arts 6483.
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
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DARCEY JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07048149772
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-18
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/FilingSecurityInformation/AtSubmissionCreationDeviceId012BDDDECCD017451017EB92DAD2FA73CB67E5222
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId014F6A276AEF7A66FE9B6868F6DBE71D3602A99A5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.95.24.2
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:52:55
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/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02018-11-15T09:53:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits