Civic Intelligence

Weddington Elementary School PTO

EIN 47-2099533 • 501(c)3 • Matthews, NC

Pub. 78 EligibleNTEE B94

Profile

Facilitate financial support of weddington elementary school

3927 Twelve Mile Creek RoadMatthews, NC 28104

www.weddingtonpto.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

24th percentile

-18%

Higher net margin than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

33rd percentile

-16%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

45th percentile

-5.1%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Assets

Down

$49,596

Down $17,202 (-26%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$49,596

Down $17,202 (-26%) from 2024

Revenue

Down

$93,308

Down $16,928 (-15%) from 2024

Expenses

Down

$110,510

Down $12,557 (-10%) from 2024

Net Income

Down

-$17,202

Down $4,371 (-34%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2015: $30,821Liabilities 2015: $1,7552015Assets 2016: $18,331Liabilities 2016: $332016Assets 2017: $27,417Liabilities 2017: $0Net Assets 2017: $27,4172017Assets 2018: $32,087Liabilities 2018: $02018Assets 2019: $46,586Liabilities 2019: $0Net Assets 2019: $46,5862019Assets 2020: $81,696Liabilities 2020: $0Net Assets 2020: $81,6962020Assets 2021: $75,889Liabilities 2021: $0Net Assets 2021: $75,8892021Assets 2022: $84,432Liabilities 2022: $0Net Assets 2022: $84,4322022Assets 2023: $79,629Liabilities 2023: $0Net Assets 2023: $79,6292023Assets 2024: $66,798Liabilities 2024: $0Net Assets 2024: $66,7982024Assets 2025: $49,596Net Assets 2025: $49,5962025

Highlighted filing

2025

Assets$49,596
Liabilities-
Net Assets$49,596

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2015: $88,337Expenses 2015: $59,271Net Income 2015: $29,0662015Revenue 2016: $80,298Expenses 2016: $77,416Net Income 2016: $2,8822016Revenue 2017: $81,771Expenses 2017: $74,121Net Income 2017: $7,6502017Revenue 2018: $73,557Expenses 2018: $65,046Net Income 2018: $8,5112018Revenue 2019: $65,550Expenses 2019: $51,051Net Income 2019: $14,4992019Revenue 2020: $88,026Expenses 2020: $52,916Net Income 2020: $35,1102020Revenue 2021: $52,058Expenses 2021: $57,865Net Income 2021: -$5,8072021Revenue 2022: $109,218Expenses 2022: $100,675Net Income 2022: $8,5432022Revenue 2023: $135,551Expenses 2023: $140,354Net Income 2023: -$4,8032023Revenue 2024: $110,236Expenses 2024: $123,067Net Income 2024: -$12,8312024Revenue 2025: $93,308Expenses 2025: $110,510Net Income 2025: -$17,2022025

Highlighted filing

2025

Revenue$93,308
Expenses$110,510
Net Income-$17,202

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 2, 2025
Return Version
2024v5.2
Gross Receipts
$93,308
Mission and Program Overview

Mission

Facilitate financial support of weddington elementary school

Program Services

DescriptionGrantsExpenses
REIMBURSEMENT OF COSTS RELATED TO CLASSROOM SUPPLIES FOR BENEFIT OF TEACHERS$64,604$64,604
CLASSROOM TECHNOLOGY & OUTDOOR SPORTS EQUIPMENT$42,195$42,195
LINE 16-GRANTS TO SCHOOL--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN SCHMIDTPresidentPT$0--
CARLI DESAISecretaryPT$0--
BRITTNEY STEPHENSCommunicationsPT$0--
SUSAN GARROTESpecial EventsPT$0--
DREW WILSONSponsorshipPT$0--
ALEKS ROEMIGTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Race, Rock & Roar & Others$42,195$42,195-$42,195
Total Events$42,195$42,195-$42,195
Filing and Contact Details

Filer

Filer Name
Weddington Elementary School Pto Inc
EIN
47-2099533
Phone
7045783255
Address
3927 TWELVE MILE CREEK ROAD, MATTHEWS, NC 28104

Signing Officer

Name
Aleksandra Roemig
Title
Treasurer
Phone
7045783255
Signed
2025-12-02
Discuss with paid preparer
Yes

Preparer

Firm
Franklin & Franklin Pa
Address
3320 Siskey Parkway Suite 102, Matthews, NC 28105
Preparer
John a Franklin CPA
Phone
7048451195
Supplemental Narrative

Additional Explanations

Pt III, Line 31

LINE 16-GRANTS TO SCHOOL

Form 990EZ, Part I, Line 16

GENERAL EXPENSES 3161.

Form 990EZ, Part I, Line 16

Grants per scheule i 106799.

Raw XML Appendix187 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SPECIAL EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SPONSORSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0109960
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 16-GRANTS TO SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GENERAL EXPENSES 3161.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS PER SCHEULE I 106799.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0472099533
ReturnHeader/Filer/PhoneNum07045783255
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A FRANKLIN CPA
ReturnHeader/ReturnTs02025-12-02T09:57:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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