Civic Intelligence

Wallburg Elementary School PTO

990EZ • Fiscal year 2014 • EIN 56-1557598

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 03, 2014

205 Motsinger Road27107

(336) 769-2921

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

29th percentile

-3.8%

Higher net margin than 29% of similar nonprofits.

2014 filings • NTEE T12 • <$500k nonprofits • Source year 2014

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Asset Growth

30th percentile

-8.4%

Faster asset growth than 30% of similar nonprofits.

2014 filings • NTEE T • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

55th percentile

6.2%

Faster revenue growth than 55% of similar nonprofits.

2014 filings • NTEE T • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$13,325

Down $1,219 (-8.4%) from 2013

Net Assets

Down

$13,325

Down $1,219 (-8.4%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$32,294

Up $1,896 (+6.2%) from 2013

Expenses

Down

$33,513

Down $3,869 (-10%) from 2013

Net Income

Up

-$1,219

Up $5,765 (+83%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $43,608Net Assets 2011: $43,6082011Assets 2012: $21,528Net Assets 2012: $21,5282012Assets 2013: $14,544Net Assets 2013: $14,5442013Assets 2014: $13,325Net Assets 2014: $13,3252014Assets 2015: $21,426Net Assets 2015: $21,4262015Assets 2016: $25,090Net Assets 2016: $25,0902016Assets 2017: $30,406Net Assets 2017: $30,4062017Assets 2018: $45,090Net Assets 2018: $45,0902018Assets 2019: $46,793Net Assets 2019: $46,7932019Assets 2020: $34,815Net Assets 2020: $34,8152020Assets 2021: $43,125Net Assets 2021: $43,1252021Assets 2022: $43,182Net Assets 2022: $43,1822022Assets 2023: $47,584Net Assets 2023: $47,5842023Assets 2024: $65,259Net Assets 2024: $65,2592024Assets 2025: $79,699Net Assets 2025: $79,6992025

Highlighted filing

2014

Assets$13,325
Liabilities-
Net Assets$13,325

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $51,249Expenses 2011: $23,033Net Income 2011: $28,2162011Revenue 2012: $23,879Expenses 2012: $45,959Net Income 2012: -$22,0802012Revenue 2013: $30,398Expenses 2013: $37,382Net Income 2013: -$6,9842013Revenue 2014: $32,294Expenses 2014: $33,513Net Income 2014: -$1,2192014Revenue 2015: $71,347Expenses 2015: $63,246Net Income 2015: $8,1012015Revenue 2016: $44,280Expenses 2016: $40,616Net Income 2016: $3,6642016Revenue 2017: $72,970Expenses 2017: $67,654Net Income 2017: $5,3162017Revenue 2018: $61,161Expenses 2018: $46,477Net Income 2018: $14,6842018Revenue 2019: $69,991Expenses 2019: $68,288Net Income 2019: $1,7032019Revenue 2020: $33,235Expenses 2020: $45,213Net Income 2020: -$11,9782020Revenue 2021: $31,674Expenses 2021: $23,364Net Income 2021: $8,3102021Revenue 2022: $37,626Expenses 2022: $37,569Net Income 2022: $572022Revenue 2023: $53,291Expenses 2023: $48,889Net Income 2023: $4,4022023Revenue 2024: $52,588Expenses 2024: $34,913Net Income 2024: $17,6752024Revenue 2025: $53,081Expenses 2025: $38,641Net Income 2025: $14,4402025

Highlighted filing

2014

Revenue$32,294
Expenses$33,513
Net Income-$1,219
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 3, 2014
Return Version
2013v3.1
Gross Receipts
$85,117
Mission and Program Overview

Mission

Parent teacher organization

Program Services

DescriptionGrantsExpenses
PTO ENGAGES IN FUNDRAISING, PROMOTING VOLUNTEERISM OF PARENTS TO FURTHER ELEMENTARY EDUCATION.-$32,963
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER BARTLEYCo-President-$0--
CHARITY MCKENZIECo-President-$0--
MICHELLE MATTHEWSVice-Preside-$0--
TANYA TENNANTSecretary-$0--
NANCY BOEHMTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$23,209$23,209$13,278$9,931
Event 2$16,971$16,971$13,919$3,052
Total Events$65,938$65,938$46,826$19,112
Filing and Contact Details

Filer

EIN
56-1557598
Phone
3367692921

Signing Officer

Name
Nancy Boehm
Title
Treasurer
Phone
3367692921
Signed
2014-10-03

Preparer

Preparer
Thomas a Ballard
Phone
3364723434
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous 1,107 total 1,107

Form 990-ez, Part I, Line 16

Expenses insurance 345 agendas 5,106 art supplies 2,179 bank fees/postage 537 breakfast with santa 518 classroom books, supplies 532 cyberkids robotics 3,375 enrichment staff 81 field days 165 honor roll rewards 829 hospitality/gifts 2,389 kindergarten reading ts 889 media center 3,003 meet the teacher night 250 memorial 450 miscellaneous 248 science fair/mad science 1,223 supplies 507 teacher appreciation week 240 teacher assistant confere 250 teacher stipend/supplies 9,847 total 32,963

Raw XML Appendix181 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0HEATHER BARTLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm1CHARITY MCKENZIE
CompensationExplanation/CompensationExplanationGrp/PersonNm2MICHELLE MATTHEWS
CompensationExplanation/CompensationExplanationGrp/PersonNm3TANYA TENNANT
CompensationExplanation/CompensationExplanationGrp/PersonNm4NANCY BOEHM
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NANCY BOEHM
IRS990EZ/BooksInCareOfDetail/PhoneNum03367692921
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10205 MOTSINGER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0WINSTON SALEM
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode027107
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0880
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014544
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013325
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER BARTLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARITY MCKENZIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE MATTHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TANYA TENNANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NANCY BOEHM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032963
IRS990EZ/OtherRevenueTotalAmt01107
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTO ENGAGES IN FUNDRAISING, PROMOTING VOLUNTEERISM OF PARENTS TO FURTHER ELEMENTARY EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032963
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt052823
IRS990EZ/SpecialEventsNetIncomeLossAmt029827
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033513
IRS990EZ/TotalProgramServiceExpensesAmt032963
IRS990EZ/TotalRevenueAmt032294
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0MISC, SALES TAX REFUND, ETC 5,307
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01419
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014865
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt083530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0104480
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt093394
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0102625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt083946
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0467975
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt045
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01107
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0455
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01039
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01136
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01570
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05307
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98900
IRS990ScheduleA/PublicSupportPY509Pct00.98980
IRS990ScheduleA/PublicSupportTotal509Amt0482840
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084010
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0105899
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt094473
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0106735
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt091723
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt085117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0106356
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt095531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0107886
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093302
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0488192
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt046826
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023209
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016971
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt025758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065938
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023209
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016971
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065938
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019112
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt019629
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt046826
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013278
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013919
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 1,107 TOTAL 1,107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 345 AGENDAS 5,106 ART SUPPLIES 2,179 BANK FEES/POSTAGE 537 BREAKFAST WITH SANTA 518 CLASSROOM BOOKS, SUPPLIES 532 CYBERKIDS ROBOTICS 3,375 ENRICHMENT STAFF 81 FIELD DAYS 165 HONOR ROLL REWARDS 829 HOSPITALITY/GIFTS 2,389 KINDERGARTEN READING TS 889 MEDIA CENTER 3,003 MEET THE TEACHER NIGHT 250 MEMORIAL 450 MISCELLANEOUS 248 SCIENCE FAIR/MAD SCIENCE 1,223 SUPPLIES 507 TEACHER APPRECIATION WEEK 240 TEACHER ASSISTANT CONFERE 250 TEACHER STIPEND/SUPPLIES 9,847 TOTAL 32,963
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY BOEHM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03367692921
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10WALLBURG ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0561557598
ReturnHeader/Filer/PhoneNum03367692921
ReturnHeader/Filer/USAddress/AddressLine10205 MOTSINGER ROAD
ReturnHeader/Filer/USAddress/City0WINSTON SALEM
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562105122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BALLARD SURRATT & CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1050 SALEM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0THOMASVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0273603945
ReturnHeader/PreparerPersonGrp/PhoneNum03364723434
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A BALLARD
ReturnHeader/ReturnTs02014-10-16T10:37:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$79.7$79.7$53.1$38.6$14.4
2024Detailed filing. Detailed filing data is available for this year.$65.3$65.3$52.6$34.9$17.7
2023Detailed filing. Detailed filing data is available for this year.$47.6$47.6$53.3$48.9$4.40
2022Detailed filing. Detailed filing data is available for this year.$43.2$43.2$37.6$37.6$0.06
2021Detailed filing. Detailed filing data is available for this year.$43.1$43.1$31.7$23.4$8.31
2020Detailed filing. Detailed filing data is available for this year.$34.8$34.8$33.2$45.2$12.0
2019Detailed filing. Detailed filing data is available for this year.$46.8$46.8$70.0$68.3$1.70
2018Detailed filing. Detailed filing data is available for this year.$45.1$45.1$61.2$46.5$14.7
2017Detailed filing. Detailed filing data is available for this year.$30.4$30.4$73.0$67.7$5.32
2016Detailed filing. Detailed filing data is available for this year.$25.1$25.1$44.3$40.6$3.66
2015Detailed filing. Detailed filing data is available for this year.$21.4$21.4$71.3$63.2$8.10
2014Detailed filing. Detailed filing data is available for this year.$13.3$13.3$32.3$33.5$1.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$14.5$30.4$37.4$6.98
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.5$21.5$23.9$46.0$22.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.6$43.6$51.2$23.0$28.2