Civic Intelligence

Wallburg Elementary School PTO

990EZ • Fiscal year 2017 • EIN 56-1557598

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 26, 2017

205 Motsinger RoadWinston Salem, NC 27107

(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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

49th percentile

7.3%

Higher net margin than 49% of similar nonprofits.

2017 filings • NTEE T12 • <$500k nonprofits • Source year 2017

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

2017 filings • NTEE T12 • <$500k nonprofits • Source year 2017

Asset Growth

68th percentile

21%

Faster asset growth than 68% of similar nonprofits.

2017 filings • NTEE T12 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

65%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • NTEE T12 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$30,406

Up $5,316 (+21%) from 2016

Net Assets

Up

$30,406

Up $5,316 (+21%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$72,970

Up $28,690 (+65%) from 2016

Expenses

Up

$67,654

Up $27,038 (+67%) from 2016

Net Income

Up

$5,316

Up $1,652 (+45%) from 2016

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

2017

Assets$30,406
Liabilities-
Net Assets$30,406

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

2017

Revenue$72,970
Expenses$67,654
Net Income$5,316
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 26, 2017
Return Version
2016v3.0
Gross Receipts
$127,836
Mission and Program Overview

Mission

Parent teacher organization

Program Services

DescriptionGrantsExpenses
PTO ENGAGES IN FUNDRAISING, PROMOTING VOLUNTEERISM OF PARENTS TO FURTHER ELEMENTARY EDUCATION.-$66,127
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA FITZGERALDPresident-$0--
HEATHER BARTLEYVice-Preside-$0--
REBECCA WIMERTreasurer-$0--
SONYA RILLINGSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$26,511$26,511$7,962$18,549
Charleston Wrap$18,064$18,064$7,508$10,556
Total Events$107,024$107,024$52,777$54,247
Filing and Contact Details

Filer

Filer Name
Wallburg Elementary School Pto
EIN
56-1557598
Phone
3367692921
Address
205 MOTSINGER ROAD, WINSTON SALEM, NC 27107

Signing Officer

Name
Rebecca Wimer
Title
Treasurer
Phone
3367692921
Signed
2017-10-26

Preparer

Firm
Ballard Surratt & Co Pa
Address
50 SALEM STREET, THOMASVILLE, NC 27360-3945
Preparer
Thomas a Ballard
Phone
3364723434
Supplemental Narrative

Additional Explanations

Form 990-ez

The pto, through its fundraising efforts, purchased playground and soccer equipment for the wallburg elementary school's activities. Total was 29,603.

Form 990-ez, Part I, Line 8

Media center 8,192 miscellaneous 108 total 8,300

Form 990-ez, Part I, Line 16

Expenses office supplies 904 insurance 370 agendas 3,666 awards/gifts 381 bank service charge 53 battle of books 98 bo hoo breakfast 69 boo bash 4,049 breakfast with santa 658 classroom books, supplies 2,294 field days 180 hospitality/gifts 182 media center 10,194 miscellaneous 2,203 playground equipment 24,708 positive behavior 280 signage 237 soccer equipment 4,895 supplies 1,602 teacher appreciation week 1,468 teacher birthdays 190 teacher christmas 495 teacher incentive 653 teacher stipend/supplies 3,724 wallburg elementary 3,531 total 67,084

Raw XML Appendix169 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/BooksInCareOfDetail/PersonNm0REBECCA WIMER
IRS990EZ/BooksInCareOfDetail/PhoneNum03367692921
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINSTON SALEM
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025090
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SONYA RILLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067084
IRS990EZ/OtherRevenueTotalAmt08300
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/ProgramServiceExpensesAmt066127
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt054866
IRS990EZ/SpecialEventsNetIncomeLossAmt061428
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067654
IRS990EZ/TotalProgramServiceExpensesAmt066127
IRS990EZ/TotalRevenueAmt072970
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISC, SALES TAX REFUND, ETC 6,015
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03242
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020513
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01419
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029779
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt06015
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0106356
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0549446
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHARLESTON WRAP
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt052777
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07962
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07508
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PTO, THROUGH ITS FUNDRAISING EFFORTS, PURCHASED PLAYGROUND AND SOCCER EQUIPMENT FOR THE WALLBURG ELEMENTARY SCHOOL'S ACTIVITIES. TOTAL WAS 29,603.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEDIA CENTER 8,192 MISCELLANEOUS 108 TOTAL 8,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE SUPPLIES 904 INSURANCE 370 AGENDAS 3,666 AWARDS/GIFTS 381 BANK SERVICE CHARGE 53 BATTLE OF BOOKS 98 BO HOO BREAKFAST 69 BOO BASH 4,049 BREAKFAST WITH SANTA 658 CLASSROOM BOOKS, SUPPLIES 2,294 FIELD DAYS 180 HOSPITALITY/GIFTS 182 MEDIA CENTER 10,194 MISCELLANEOUS 2,203 PLAYGROUND EQUIPMENT 24,708 POSITIVE BEHAVIOR 280 SIGNAGE 237 SOCCER EQUIPMENT 4,895 SUPPLIES 1,602 TEACHER APPRECIATION WEEK 1,468 TEACHER BIRTHDAYS 190 TEACHER CHRISTMAS 495 TEACHER INCENTIVE 653 TEACHER STIPEND/SUPPLIES 3,724 WALLBURG ELEMENTARY 3,531 TOTAL 67,084
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA WIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03367692921
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALLBURG ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0561557598
ReturnHeader/Filer/PhoneNum03367692921
ReturnHeader/Filer/USAddress/AddressLine1Txt0205 MOTSINGER ROAD
ReturnHeader/Filer/USAddress/CityNm0WINSTON SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027107
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D222FC9E62A7D2120ECA42C97CCA8EC5662CEDB2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00B47D4F5B49414E84AE24D655580519AAC2AB51E
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562105122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALLARD SURRATT & CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 SALEM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0THOMASVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0273603945
ReturnHeader/PreparerPersonGrp/PhoneNum03364723434
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A BALLARD
ReturnHeader/ReturnTs02017-11-02T09:45:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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