Civic Intelligence

Weddington Elementary School PTO

990EZ • Fiscal year 2022 • EIN 47-2099533

Aug 01, 2021 to Jul 31, 2022 • Filed on Dec 02, 2022

Organization Profilewww.weddingtonpto.com
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

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

39th percentile

7.8%

Higher net margin than 39% 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

46th percentile

11%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

57th percentile

110%

Faster revenue growth than 57% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$84,432

Up $8,543 (+11%) from 2021

Net Assets

Up

$84,432

Up $8,543 (+11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin39th percentile

Revenue

Up

$109,218

Up $57,160 (+110%) from 2021

Expenses

Up

$100,675

Up $42,810 (+74%) from 2021

Net Income

Up

$8,543

Up $14,350 (+247%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

2022

Assets$84,432
Liabilities$0
Net Assets$84,432
Open 2022 Filing

Operations Trend

Revenue Growth57th percentile

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

2022

Revenue$109,218
Expenses$100,675
Net Income$8,543
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Dec 2, 2022
Return Version
2021v4.1
Gross Receipts
$111,097
Mission and Program Overview

Mission

To facilitate financial support of WES

Facilitate financial support of weddington elementary school

Program Services

DescriptionGrantsExpenses
LINE 16-GRANTS TO SCHOOL$1,627$26,438
REIMBURSEMENT OF COSTS RELATED TO CLASSROOM SUPPLIES FOR BENEFIT OF TEACHERS$12,900$12,900
TEACHER APPRECIATION$0$6,691
CLASSROOM TECHNOLOGY & OUTDOOR SPORTS EQUIPMENT$2,003$2,003
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANDI JOYPresidentPT$0--
TASHA HOGUETreasurerPT$0--
PHOEBE COQUERELSecretaryPT$0--
RENEE AUSTINVP Of CommunicationsPT$0--
JOANNA LABAERVP Of Special EventsPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Race, Rock & Roar$54,324$54,324$62,174$-7,850
Winterfest$27,749$27,749-$27,749
Total Events$82,073$82,073$62,174$19,899
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
2022-12-02
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

“MERCHANT FEES 204.”

Form 990EZ, Part I, Line 16

“SUPPLIES 75.”

Form 990EZ, Part I, Line 16

“GRANDPARENTS DAY 210.”

Form 990EZ, Part I, Line 16

“5TH GRADE PARTY 6744.”

Form 990EZ, Part I, Line 16

“Volunteer appreciation 203.”

Form 990EZ, Part I, Line 16

“Student appreciation 4958.”

Form 990EZ, Part I, Line 16

“Fundraising-race rock roar 62174.”

Form 990EZ, Part I, Line 16

“FIELD DAY”

Form 990EZ, Part I, Line 16

“Teacher appreciation 6691.”

Form 990EZ, Part I, Line 16

“WEBSITE 504.”

Form 990EZ, Part I, Line 16

“STORAGE 1634.”

Form 990EZ, Part I, Line 16

“NEWSLETTER 299.”

Form 990EZ, Part I, Line 16

“Grants per scheule i 16529.”

Raw XML Appendix215 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/BooksInCareOfDetail/USAddress/CityNm0MATTHEWS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRANDI JOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TASHA HOGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHOEBE COQUEREL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RENEE AUSTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOANNA LABAER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF SPECIAL EVENTS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0100225
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FACILITATE FINANCIAL SUPPORT OF WEDDINGTON ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM TECHNOLOGY & OUTDOOR SPORTS EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1REIMBURSEMENT OF COSTS RELATED TO CLASSROOM SUPPLIES FOR BENEFIT OF TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3LINE 16-GRANTS TO SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02003
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112900
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31627
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02003
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26691
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt326438
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt018155
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0100675
IRS990EZ/TotalProgramServiceExpensesAmt048032
IRS990EZ/TotalRevenueAmt0109218
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.weddingtonpto.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt078535
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt063641
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt045001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042519
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0265476
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016278
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038088
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042771
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055380
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0185079
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0450555
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087772
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt097899
IRS990ScheduleA/Total509Grp/TotalAmt0450555
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0450555
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt062174
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RACE, ROCK & ROAR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINTERFEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054324
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt082073
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt054324
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt082073
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019899
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt062174
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt062174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 16-GRANTS TO SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MERCHANT FEES 204.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANDPARENTS DAY 210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt45TH GRADE PARTY 6744.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5VOLUNTEER APPRECIATION 203.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STUDENT APPRECIATION 4958.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FUNDRAISING-RACE ROCK ROAR 62174.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FIELD DAY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TEACHER APPRECIATION 6691.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10WEBSITE 504.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11STORAGE 1634.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12NEWSLETTER 299.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13GRANTS PER SCHEULE I 16529.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEKSANDRA ROEMIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07045783255
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEDDINGTON ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0WEDD
ReturnHeader/Filer/EIN0472099533
ReturnHeader/Filer/PhoneNum07045783255
ReturnHeader/Filer/USAddress/AddressLine1Txt03927 TWELVE MILE CREEK ROAD
ReturnHeader/Filer/USAddress/CityNm0MATTHEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200473113
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANKLIN & FRANKLIN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03320 Siskey Parkway Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Matthews
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028105
ReturnHeader/PreparerPersonGrp/PhoneNum07048451195
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A FRANKLIN CPA
ReturnHeader/ReturnTs02022-12-02T16:35:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALEKSANDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROEMIG
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
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
$84,432
Liabilities
$0
Net assets
$84,432
Revenue
$109,218
Expenses
$100,675
Net income
$8,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.93$1.11$0.17
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.10$1.23$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.36$1.40$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.09$1.01$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.52$0.58$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.88$0.53$0.35
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.66$0.51$0.14
2018Summary only. Only limited summary data is available for this year.$0.32$0.00$0.74$0.65$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.82$0.74$0.08
2016Summary only. Only limited summary data is available for this year.$0.18$0.00$0.80$0.77$0.03
2015Summary only. Only limited summary data is available for this year.$0.31$0.02$0.88$0.59$0.29