Civic Intelligence

Wms Ptso Inc.

990 • Fiscal year 2023 • EIN 46-2653736

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 21, 2023

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

(704) 777-2555

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.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.00x

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

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Net Margin

81st percentile

35%

Higher net margin than 81% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Asset Growth

77th percentile

34%

Faster asset growth than 77% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

7.7%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$165,341

Up $42,380 (+34%) from 2022

Net Assets

Up

$165,341

Up $42,380 (+34%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin81st percentile

Revenue

Up

$120,355

Up $8,648 (+7.7%) from 2022

Expenses

Up

$77,975

Up $33,660 (+76%) from 2022

Net Income

Down

$42,380

Down $25,012 (-37%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2023

Assets$165,341
Liabilities$0
Net Assets$165,341
Open 2023 Filing

Operations Trend

Revenue Growth42nd 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

2023

Revenue$120,355
Expenses$77,975
Net Income$42,380
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 21, 2023
Return Version
2022v5.0
Gross Receipts
$240,058
Mission and Program Overview

Mission

Supplement student/teacher technology needs/staff development

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$122,961$165,341▲ $42,380
Rtn Earn Endowment Incm Other Fnds$122,961$165,341▲ $42,380
Total Assets$122,961$165,341▲ $42,380
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$122,961$165,341▲ $42,380
Total Liabilities and Net Assets / Fund Balance$122,961$165,341▲ $42,380
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Darcey JonesPresident
Christy DaouSecretary
Tamika JohnsonTreasurer
Tasha Hogue-robertsTreasurer-el
Goldee PaytonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$39,597
Program Service Revenue
$17,303
Investment Income
$2
Other Revenue
$63,453
All Other Contributions
$12,233
Change in Net Assets
$42,380
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,975
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$6,764--$6,764
All Other Expenses$1,994--$1,994
Office Expenses$1,236$137-$1,373
Information Technology$1,097$122-$1,219
Fees for Services Accounting-$575-$575
Total Functional Expenses$77,141$834$0$77,975
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$70,055
Fundraising Direct Expenses$32,745
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bff/concessions$70,055$70,055$32,745$37,310
Total Events$70,055$70,055$32,745$37,310
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed by the treasurer prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Wms Ptso Inc
EIN
46-2653736
Phone
7047772555
Address
5903 DEAL ROAD, MATTHEWS, NC 28104-7973

Signing Officer

Name
Tasha Hogue-roberts
Title
Treasurer-elect
Phone
7047772555
Signed
2023-11-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tasha Hogue-roberts
Formed
2013
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
20

Preparer

Firm
DAVIES GOLDSTEIN & ASSOCIATES CPA'S
Address
PO BOX 156, MATTHEWS, NC 28106
Preparer
Jeffrey I Goldstein
Phone
7046840555
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WMS PTSO INC
ReturnHeader/Filer/BusinessNameControlTxt0WMSP
ReturnHeader/Filer/EIN0462653736
ReturnHeader/Filer/PhoneNum07047772555
ReturnHeader/Filer/USAddress/AddressLine1Txt05903 DEAL ROAD
ReturnHeader/Filer/USAddress/CityNm0MATTHEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0281047973
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02023-12-14T13:16:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TASHA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOGUE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,341
Liabilities
$0
Net assets
$165,341
Revenue
$120,355
Expenses
$77,975
Net income
$42,380
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