Civic Intelligence

Wms Ptso Inc.

990EZ • Fiscal year 2020 • EIN 46-2653736

Jul 01, 2019 to Jun 30, 2020 • Filed on May 19, 2021

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

(704) 576-5501

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

91st percentile

139%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-32%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$86,295

Up $50,242 (+139%) from 2019

Net Assets

Up

$86,295

Up $50,242 (+139%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Down

$88,368

Down $40,937 (-32%) from 2019

Expenses

Down

$38,126

Down $87,713 (-70%) from 2019

Net Income

Up

$50,242

Up $46,776 (+1350%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2020

Assets$86,295
Liabilities$0
Net Assets$86,295
Open 2020 Filing

Operations Trend

Revenue Growth34th 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

2020

Revenue$88,368
Expenses$38,126
Net Income$50,242
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 19, 2021
Return Version
2019v5.0
Gross Receipts
$170,626
Mission and Program Overview

Mission

Supplement student/teacher technology needs/staff development

Program Services

DescriptionGrantsExpenses
STAFF APPRECIATION/GUIDANCE PROGRAMS-$19,086
SOCIAL ARTS/STUDENT PROGRAMS-$4,553
TECHNOLOGY-$686
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
VALERIE PETERSPresident-$0--
STEPHANIE BUSENBARKVice Preside-$0--
CARRIE CHAPASecretary-$0--
CINDY THOMPSONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bff/concessions$19,080$19,080$7,443$11,637
Total Events$19,080$19,080$7,443$11,637
Filing and Contact Details

Filer

Filer Name
Wms Ptso Inc
EIN
46-2653736
Phone
7045765501
Address
5903 DEAL ROAD, MATTHEWS, NC 28104-7973

Signing Officer

Name
Cindy Thompson
Title
Treasurer
Phone
7045765501
Signed
2021-05-19
Discuss with paid preparer
Yes

Preparer

Firm
DAVIES GOLDSTEIN & ASSOCIATES CPA'S
Address
PO BOX 156, MATTHEWS, NC 28106
Preparer
Jeffrey I Goldstein
Phone
7046840555
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Sales tax refund 1,180 total 1,180”

Form 990-ez, Part I, Line 16

“Expenses office 3,374 information technology 686 guidance program 9,535 social arts expenses 4,553 staff appreciation 9,551 wildcat den 10,460 media center 205 miscellaneous -585 total 37,779”

Raw XML Appendix154 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/PersonNm0CINDY THOMPSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07045765501
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05903 DEAL RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MATTHEWS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036053
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086295
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040894
IRS990EZ/CostOfGoodsSoldAmt074815
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt050242
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt086295
IRS990EZ/FundraisingGrossIncomeAmt019080
IRS990EZ/GrossProfitLossSlsOfInvntryAmt020429
IRS990EZ/GrossReceiptsAmt0170626
IRS990EZ/GrossSalesOfInventoryAmt095244
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036053
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086295
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036053
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086295
IRS990EZ/OccupancyRentUtltsAndMaintAmt0347
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VALERIE PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE BUSENBARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARRIE CHAPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CINDY THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037779
IRS990EZ/OtherRevenueTotalAmt01180
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPLEMENT STUDENT/TEACHER TECHNOLOGY NEEDS/STAFF DEVELOPMENT
IRS990EZ/ProgramServiceRevenueAmt014228
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF APPRECIATION/GUIDANCE PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SOCIAL ARTS/STUDENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0686
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119086
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24553
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07443
IRS990EZ/SpecialEventsNetIncomeLossAmt011637
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038126
IRS990EZ/TotalProgramServiceExpensesAmt024325
IRS990EZ/TotalRevenueAmt088368
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028671
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033044
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034446
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0168756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0129732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0196352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0124717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt081002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt058013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0589816
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0758572
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0170626
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0225023
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0156418
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0114046
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt092459
IRS990ScheduleA/Total509Grp/TotalAmt0758572
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0170626
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0225023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0156418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0114046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt092459
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0758572
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07443
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BFF/CONCESSIONS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019080
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011637
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07443
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SALES TAX REFUND 1,180 TOTAL 1,180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 3,374 INFORMATION TECHNOLOGY 686 GUIDANCE PROGRAM 9,535 SOCIAL ARTS EXPENSES 4,553 STAFF APPRECIATION 9,551 WILDCAT DEN 10,460 MEDIA CENTER 205 MISCELLANEOUS -585 TOTAL 37,779
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07045765501
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WMS PTSO INC
ReturnHeader/Filer/BusinessNameControlTxt0WMSP
ReturnHeader/Filer/EIN0462653736
ReturnHeader/Filer/PhoneNum07045765501
ReturnHeader/Filer/USAddress/AddressLine1Txt05903 DEAL ROAD
ReturnHeader/Filer/USAddress/CityNm0MATTHEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0281047973
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262669494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIES GOLDSTEIN & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTHEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028106
ReturnHeader/PreparerPersonGrp/PhoneNum07046840555
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02021-05-26T09:53:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,295
Liabilities
$0
Net assets
$86,295
Revenue
$88,368
Expenses
$38,126
Net income
$50,242
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