Civic Intelligence

Weddington Elementary School PTO

990EZ • Fiscal year 2017 • EIN 47-2099533

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 07, 2017

3927 Twelve Mile Creek RoadMatthews, NC 28104

(704) 578-3255

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.00x

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.00x

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Net Margin

59th percentile

9.4%

Higher net margin than 59% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Asset Growth

85th percentile

50%

Faster asset growth than 85% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

1.8%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$27,417

Up $9,086 (+50%) from 2016

Net Assets

$27,417

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $33 (-100%) from 2016

Revenue

Up

$81,771

Up $1,473 (+1.8%) from 2016

Expenses

Down

$74,121

Down $3,295 (-4.3%) from 2016

Net Income

Up

$7,650

Up $4,768 (+165%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$27,417
Liabilities$0
Net Assets$27,417

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$81,771
Expenses$74,121
Net Income$7,650
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 7, 2017
Return Version
2016v3.0
Gross Receipts
$118,965
Mission and Program Overview

Mission

Facilitate financial support of weddington elementary school

To facilitate financial support of WES

Program Services

DescriptionGrantsExpenses
Other program services$13,320$18,718
Grant of books to the school book room for the benefit of approximately 775 students Book room books are loaned to students to read as part of their nightly reading assignments$13,347$13,347
Grant of infrastructure items to the school including projectors and other computertechnology accessories These benefit approximately 775 students$13,140$13,140
Reimbursement of costs related to classroom supplies for the benefit of approximately 46 teachers$8,622$8,907
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah SablichPresidentPT$0--
Loren BoothVP Of FundraisingPT$0--
Natasha PatelVP Of SponsorshipPT$0--
Denise JoySecretaryPT$0--
Margrit RowleyTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Race Rock &$35,883-$1,100-
Spirit Wear$17,701$17,701$17,316$385
Total Events$84,473$48,590$40,809$7,781
Filing and Contact Details

Filer

Filer Name
Weddington Elementary School PTO Inc
EIN
47-2099533
Address
3927 Twelve Mile Creek Road, Matthews, NC 28104

Signing Officer

Name
Jamie Parsons
Title
Treasurer
Phone
7045783255
Signed
2017-02-07
Discuss with paid preparer
No

Preparer

Firm
Wiggins CPA PLLC
Address
7710 Taconic Place, Matthews, NC 28105
Preparer
Robert Joel Wiggins
Phone
7049758678
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity All Grants - See Attachment for Detail Grantee Weddington Elementary School Street 3927 Twelve Mile Creek Road City, State, Zip Matthews, NC 28104Relationship School Amount 48,429

Description of other expenses Part I line 16

Description AmountCommunication Expenses 1,202Operating Expenses 1,940Program Expenses 22,116

Other changes in net assets or fund balances Part I line 20

Description AmountNet Gain for the Year 1,469

Description of other assets Part II line 24

Category Beginning of Year End of YearGrants Receivable 2,075 2,876Supplies Inventory 0 41Marketable Securities 0 38

Description of total liabilities Part II line 26

Category Beginning of Year End of YearAccounts Payable 33 0

Other program services Part III line 31

Grants Paid: $13,320Student Recognition: $4,777Academic After School Programs: $152Field Day: $469

Raw XML Appendix210 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.

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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0To facilitate financial support of WES
IRS990EZ/PrintingPublicationsPostageAmt0434
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grant of books to the school book room for the benefit of approximately 775 students Book room books are loaned to students to read as part of their nightly reading assignments
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013347
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt09012
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity All Grants - See Attachment for Detail Grantee Weddington Elementary School Street 3927 Twelve Mile Creek Road City, State, Zip Matthews, NC 28104Relationship School Amount 48,429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCommunication Expenses 1,202Operating Expenses 1,940Program Expenses 22,116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountNet Gain for the Year 1,469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearGrants Receivable 2,075 2,876Supplies Inventory 0 41Marketable Securities 0 38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearAccounts Payable 33 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Grants Paid: $13,320Student Recognition: $4,777Academic After School Programs: $152Field Day: $469
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other program services Part III line 31
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Parsons
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07045783255
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Weddington Elementary School PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0WEDD
ReturnHeader/Filer/EIN0472099533
ReturnHeader/Filer/USAddress/AddressLine1Txt03927 Twelve Mile Creek Road
ReturnHeader/Filer/USAddress/CityNm0Matthews
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028104
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId069770120180585cpr4i1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-27
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.68.56.169
ReturnHeader/FilingSecurityInformation/IPDt02018-04-13
ReturnHeader/FilingSecurityInformation/IPTm011:58:18
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wiggins CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07710 Taconic Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Matthews
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028105
ReturnHeader/PreparerPersonGrp/PhoneNum07049758678
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Joel Wiggins
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-28T16:53:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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