Civic Intelligence

Wallburg Elementary School PTO

990EZ • Fiscal year 2018 • EIN 56-1557598

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 01, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

63rd percentile

24%

Higher net margin than 63% of similar nonprofits.

2018 filings • NTEE T12 • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE T12 • <$500k nonprofits • Source year 2018

Asset Growth

75th percentile

48%

Faster asset growth than 75% of similar nonprofits.

2018 filings • NTEE T12 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-16%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • NTEE T12 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$45,090

Up $14,684 (+48%) from 2017

Net Assets

Up

$45,090

Up $14,684 (+48%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$61,161

Down $11,809 (-16%) from 2017

Expenses

Down

$46,477

Down $21,177 (-31%) from 2017

Net Income

Up

$14,684

Up $9,368 (+176%) from 2017

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

2018

Assets$45,090
Liabilities-
Net Assets$45,090

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

2018

Revenue$61,161
Expenses$46,477
Net Income$14,684
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 1, 2018
Return Version
2017v2.3
Gross Receipts
$122,938
Mission and Program Overview

Mission

Parent teacher organization

Program Services

DescriptionGrantsExpenses
PTO ENGAGES IN FUNDRAISING, PROMOTING VOLUNTEERISM OF PARENTS TO FURTHER ELEMENTARY EDUCATION.-$45,427
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA FITZGERALDPresident-$0--
HEATHER BARTLEYVice-Preside-$0--
REBECCA WIMERSecretary-$0--
SONYA RILINGTreasurer-$0--
HOLLY CREECHBd Member-$0--
KRISTEN HAGUEBd Member-$0--
COURTNEY WHITLEYBd Member-$0--
AMANDA LORDBd Member-$0--
CARRIE HUNTBd Member-$0--
ROXANNA BURKHARTBd Member-$0--
KELLY GEARRENBd Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$35,852$35,852$11,635$24,217
Charleston Wrap$20,677$20,677$9,911$10,766
Total Events$105,053$105,053$57,404$47,649
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
Sonya Riling
Title
Treasurer
Phone
3367692921
Signed
2018-11-01

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, Part I, Line 8

Kindergarten field trip 2,571 miscellaneous 1,537 media center 18 total 4,126

Form 990-ez, Part I, Line 16

Expenses office supplies 260 insurance 370 agendas 3,666 awards/gifts 37 bank service charge 215 battle of the books 90 bo hoo breakfast 32 boo bash 3,917 breakfast with santa 281 classroom books, supplies 9,887 field days 3,986 hospitality/gifts 56 kindergarten field trip 3,418 media center 130 miscellaneous 1,390 supplies 7,175 teacher appreciation 4,311 teacher incentive 84 teacher stipend/supplies 4,927 wallburg athletics 1,500 wallburg book donation 85 winter fundraiser 85 total 45,902

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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045902
IRS990EZ/OtherRevenueTotalAmt04126
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHARLESTON WRAP
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KINDERGARTEN FIELD TRIP 2,571 MISCELLANEOUS 1,537 MEDIA CENTER 18 TOTAL 4,126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 260 INSURANCE 370 AGENDAS 3,666 AWARDS/GIFTS 37 BANK SERVICE CHARGE 215 BATTLE OF THE BOOKS 90 BO HOO BREAKFAST 32 BOO BASH 3,917 BREAKFAST WITH SANTA 281 CLASSROOM BOOKS, SUPPLIES 9,887 FIELD DAYS 3,986 HOSPITALITY/GIFTS 56 KINDERGARTEN FIELD TRIP 3,418 MEDIA CENTER 130 MISCELLANEOUS 1,390 SUPPLIES 7,175 TEACHER APPRECIATION 4,311 TEACHER INCENTIVE 84 TEACHER STIPEND/SUPPLIES 4,927 WALLBURG ATHLETICS 1,500 WALLBURG BOOK DONATION 85 WINTER FUNDRAISER 85 TOTAL 45,902
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SONYA RILING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03367692921
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-01
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
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ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:33:48
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/PreparationDt02018-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A BALLARD
ReturnHeader/ReturnTs02018-11-14T17:33:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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