Civic Intelligence

Wms Ptso Inc.

990EZ • Fiscal year 2022 • EIN 46-2653736

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 22, 2022

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

(901) 517-6420

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.

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

86th percentile

0.00x

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

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

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.

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Asset Growth

95th percentile

126%

Faster asset growth than 95% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

78th percentile

296%

Faster revenue growth than 78% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$122,961

Up $68,527 (+126%) from 2021

Net Assets

Up

$122,961

Up $68,527 (+126%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin92nd percentile

Revenue

Up

$111,707

Up $83,523 (+296%) from 2021

Expenses

Down

$44,315

Down $15,729 (-26%) from 2021

Net Income

Up

$67,392

Up $99,252 (+312%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2022

Assets$122,961
Liabilities$0
Net Assets$122,961
Open 2022 Filing

Operations Trend

Revenue Growth78th 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

2022

Revenue$111,707
Expenses$44,315
Net Income$67,392
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 22, 2022
Return Version
2021v4.0
Gross Receipts
$194,157
Mission and Program Overview

Mission

Supplement student/teacher technology needs/staff development

Program Services

DescriptionGrantsExpenses
TECHNOLOGY AND OTHER-$29,719
STAFF APPRECIATION/GUIDANCE PROGRAMS-$11,407
SOCIAL ARTS/STUDENT PROGRAMS-$2,579
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTIN REYNOLDSPresident-$0--
GOLDEE PAYTONVice Preside-$0--
KRISTY STEVENSSecretary-$0--
CINDY THOMPSONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bff/concessions$52,486$52,486$13,387$39,099
Total Events$52,486$52,486$13,387$39,099
Filing and Contact Details

Filer

Filer Name
Wms Ptso Inc
EIN
46-2653736
Phone
9015176420
Address
5903 DEAL ROAD, MATTHEWS, NC 28104-7973

Signing Officer

Name
Tamika Johnson
Title
Treasurer
Phone
9015176420
Signed
2022-09-22
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

“Miscellanous income 208 total 208”

Form 990-ez, Part I, Line 16

“Expenses office 298 information technology 595 social arts expenses 1,133 staff appreciation 10,315 wildcat den 25,805 membership dues 644 student service projects 512 staff development 1,092 yard sale expenses 750 media center 1,446 total 42,590”

Form 990-ez, Part I, Line 20

“OTHER INCREASES 1,134”

Raw XML Appendix161 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/PhoneNum09015176420
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05903 DEAL RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MATTHEWS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054435
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0122961
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015346
IRS990EZ/CostOfGoodsSoldAmt069063
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt067392
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0610
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054435
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0122961
IRS990EZ/FundraisingGrossIncomeAmt052486
IRS990EZ/GrossProfitLossSlsOfInvntryAmt054818
IRS990EZ/GrossReceiptsAmt0194157
IRS990EZ/GrossSalesOfInventoryAmt0123881
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054435
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0122961
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054435
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0122961
IRS990EZ/OccupancyRentUtltsAndMaintAmt0228
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/PersonNm0KRISTIN REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GOLDEE PAYTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTY STEVENS
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/OtherChangesInNetAssetsAmt01134
IRS990EZ/OtherExpensesTotalAmt042590
IRS990EZ/OtherRevenueTotalAmt0208
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPLEMENT STUDENT/TEACHER TECHNOLOGY NEEDS/STAFF DEVELOPMENT
IRS990EZ/PrintingPublicationsPostageAmt0887
IRS990EZ/ProgramServiceRevenueAmt02236
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TECHNOLOGY AND OTHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF APPRECIATION/GUIDANCE PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SOCIAL ARTS/STUDENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029719
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111407
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22579
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013387
IRS990EZ/SpecialEventsNetIncomeLossAmt039099
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044315
IRS990EZ/TotalProgramServiceExpensesAmt043705
IRS990EZ/TotalRevenueAmt0111707
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015346
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028671
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0131688
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0178811
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0129732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0196352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0124717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0659113
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0790801
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0194157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044577
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0170626
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0225023
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0156418
IRS990ScheduleA/Total509Grp/TotalAmt0790801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0194157
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0170626
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0225023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0156418
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0790801
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013387
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BFF/CONCESSIONS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052486
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052486
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052486
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052486
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt039099
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013387
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANOUS INCOME 208 TOTAL 208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 298 INFORMATION TECHNOLOGY 595 SOCIAL ARTS EXPENSES 1,133 STAFF APPRECIATION 10,315 WILDCAT DEN 25,805 MEMBERSHIP DUES 644 STUDENT SERVICE PROJECTS 512 STAFF DEVELOPMENT 1,092 YARD SALE EXPENSES 750 MEDIA CENTER 1,446 TOTAL 42,590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER INCREASES 1,134
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMIKA JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09015176420
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WMS PTSO INC
ReturnHeader/Filer/BusinessNameControlTxt0WMSP
ReturnHeader/Filer/EIN0462653736
ReturnHeader/Filer/PhoneNum09015176420
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/PreparationDt02022-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02022-11-08T11:19:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAMIKA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,961
Liabilities
$0
Net assets
$122,961
Revenue
$111,707
Expenses
$44,315
Net income
$67,392
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