Civic Intelligence

Weddington Elementary School PTO

990EZ • Fiscal year 2024 • EIN 47-2099533

Aug 01, 2023 to Jul 31, 2024 • Filed on Dec 03, 2024

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

88th percentile

0.00x

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.00x

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Net Margin

26th percentile

-12%

Higher net margin than 26% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

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.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-16%

Faster asset growth than 26% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$66,798

Down $12,831 (-16%) from 2023

Net Assets

Down

$66,798

Down $12,831 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin26th percentile

Revenue

Down

$110,236

Down $25,315 (-19%) from 2023

Expenses

Down

$123,067

Down $17,287 (-12%) from 2023

Net Income

Down

-$12,831

Down $8,028 (-167%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2024

Assets$66,798
Liabilities$0
Net Assets$66,798
Open 2024 Filing

Operations Trend

Revenue Growth24th 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

2024

Revenue$110,236
Expenses$123,067
Net Income-$12,831
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Dec 3, 2024
Return Version
2023v5.1
Gross Receipts
$110,236
Mission and Program Overview

Mission

Facilitate financial support of weddington elementary school

Program Services

DescriptionGrantsExpenses
CLASSROOM TECHNOLOGY & OUTDOOR SPORTS EQUIPMENT$65,178$65,178
REIMBURSEMENT OF COSTS RELATED TO CLASSROOM SUPPLIES FOR BENEFIT OF TEACHERS$47,957$47,957
LINE 16-GRANTS TO SCHOOL--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANDI JOYPresidentPT$0--
TASHA HOGUEVPPT$0--
BRITTNEY STEPHANSSecretaryPT$0--
RENEE AUSTINSpecial EventsPT$0--
MORGAN BILLINGSSocial MediaPT$0--
ALEKS ROEMIGTreasurerPT$0--
MORGAN SCHMIDTSpecial EventsPT$0--
SUSAN GARROTECommunicationsPT$0--
STACY SWANSONSponsorshipPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Race, Rock & Roar & Others$37,574$37,574-$37,574
Total Events$37,574$37,574-$37,574
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
2024-12-03
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 4697.”

Form 990EZ, Part I, Line 16

“REIMBURSEMENTS 1200.”

Form 990EZ, Part I, Line 16

“Grants per scheule i 113136.”

Raw XML Appendix204 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/PersonNm0ALEKSANDRA ROEMIG
IRS990EZ/BooksInCareOfDetail/PhoneNum07162285330
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03927 TWEVE MILE CREEK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MATTHEWS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079629
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066798
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IRS990EZ/ContributionsGiftsGrantsEtcAmt06933
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-12831
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt065669
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt065669
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRANDI JOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TASHA HOGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRITTNEY STEPHANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RENEE AUSTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MORGAN BILLINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALEKS ROEMIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MORGAN SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUSAN GARROTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STACY SWANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SPECIAL EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SOCIAL MEDIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SPECIAL EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SPONSORSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0119033
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FACILITATE FINANCIAL SUPPORT OF WEDDINGTON ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt03484
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM TECHNOLOGY & OUTDOOR SPORTS EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1REIMBURSEMENT OF COSTS RELATED TO CLASSROOM SUPPLIES FOR BENEFIT OF TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2LINE 16-GRANTS TO SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt065178
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt147957
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065178
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt147957
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt037574
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0123067
IRS990EZ/TotalProgramServiceExpensesAmt0113135
IRS990EZ/TotalRevenueAmt0110236
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.weddingtonpto.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013765
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt078535
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt063641
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0198714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0103244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0121493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt032562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016278
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038088
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0311665
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0510379
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0110237
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0135258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0111097
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052058
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0101729
IRS990ScheduleA/Total509Grp/TotalAmt0510379
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0510379
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RACE, ROCK & ROAR & OTHERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037574
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037574
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037574
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037574
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 16-GRANTS TO SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GENERAL EXPENSES 4697.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REIMBURSEMENTS 1200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS PER SCHEULE I 113136.
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEKSANDRA ROEMIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07045783255
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-03
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-12-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A FRANKLIN CPA
ReturnHeader/ReturnTs02024-12-03T09:23:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,798
Liabilities
$0
Net assets
$66,798
Revenue
$110,236
Expenses
$123,067
Net income
-$12,831
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