Civic Intelligence

Wake Forest Elementary PTA

EIN 56-1483642 • 501(c)3 • Wake Forest, NC

Profile

Child Advocacy and Education Enhancement

406 S Main StWake Forest, NC 27587

wfepta.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

88th percentile

54%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

143%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$20,860

Up $7,358 (+54%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

$20,860

No earlier filing loaded for comparison.

Revenue

Up

$13,109

Up $7,704 (+143%) from 2022

Expenses

Up

$5,751

Up $2,799 (+95%) from 2022

Net Income

Up

$7,358

Up $4,905 (+200%) from 2022

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $9,222Liabilities 2011: $02011Assets 2012: $17,935Liabilities 2012: $0Net Assets 2012: $17,9352012Assets 2013: $16,484Liabilities 2013: $0Net Assets 2013: $16,4842013Assets 2014: $13,410Liabilities 2014: $0Net Assets 2014: $13,4102014Assets 2015: $26,469Liabilities 2015: $0Net Assets 2015: $26,4692015Assets 2016: $21,319Liabilities 2016: $02016Assets 2017: $16,707Liabilities 2017: $0Net Assets 2017: $16,7072017Assets 2018: $11,839Liabilities 2018: $02018Assets 2019: $13,490Liabilities 2019: $0Net Assets 2019: $13,4902019Assets 2021: $11,049Liabilities 2021: $0Net Assets 2021: $11,0492021Assets 2022: $13,502Liabilities 2022: $02022Assets 2023: $20,860Liabilities 2023: $0Net Assets 2023: $20,8602023

Highlighted filing

2023

Assets$20,860
Liabilities$0
Net Assets$20,860

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $38,201Expenses 2011: $33,313Net Income 2011: $4,8882011Revenue 2012: $32,054Expenses 2012: $23,341Net Income 2012: $8,7132012Revenue 2013: $45,045Expenses 2013: $46,496Net Income 2013: -$1,4512013Revenue 2014: $25,798Expenses 2014: $25,815Net Income 2014: -$172014Revenue 2015: $28,952Expenses 2015: $15,893Net Income 2015: $13,0592015Revenue 2016: $18,337Expenses 2016: $23,487Net Income 2016: -$5,1502016Revenue 2017: $13,439Expenses 2017: $18,051Net Income 2017: -$4,6122017Revenue 2018: $10,864Expenses 2018: $15,732Net Income 2018: -$4,8682018Revenue 2019: $9,616Expenses 2019: $7,965Net Income 2019: $1,6512019Revenue 2021: $2,261Expenses 2021: $4,127Net Income 2021: -$1,8662021Revenue 2022: $5,405Expenses 2022: $2,952Net Income 2022: $2,4532022Revenue 2023: $13,109Expenses 2023: $5,751Net Income 2023: $7,3582023

Highlighted filing

2023

Revenue$13,109
Expenses$5,751
Net Income$7,358

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$24,943
Mission and Program Overview

Mission

Child Advocacy and Education Enhancement

Program Services

DescriptionGrantsExpenses
Classroom, campus and Education Enhancement. Resources were supplied to classrooms and art education department to enhance the learning experience. All students benefited from the additional resources and programs.$0$1,962
Hospitality and Teacher Welcome programs supported and acknowledged accomplishments and teachers through the year. All teachers benefited.$0$1,811
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacey CoffmanPresidentPT$0--
Michelle GordonVice PresidentPT$0--
Jen DepoVP CommunicationsPT$0--
Amanda MurthaTreasurerPT$0--
Bonnie HortonSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-1483642
Phone
9195548655
Address
406 S Main St, Wake Forest, NC 27587

Signing Officer

Name
Anna Etheridge
Title
Treasurer
Phone
2146682216
Signed
2023-11-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Liability Insurance;330|Student support programs;2028|Staff support programs;2961|Dues;432^Total;5751^

Raw XML Appendix195 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Classroom, campus and Education Enhancement. Resources were supplied to classrooms and art education department to enhance the learning experience. All students benefited from the additional resources and programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits