Civic Intelligence

Wallburg Elementary School PTO

990EZ • Fiscal year 2019 • EIN 56-1557598

Jul 01, 2018 to Jun 30, 2019 • Filed on May 13, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

42nd percentile

2.4%

Higher net margin than 42% of similar nonprofits.

2019 filings • NTEE T12 • <$500k nonprofits • Source year 2019

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

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

2019 filings • NTEE T12 • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

3.8%

Faster asset growth than 53% of similar nonprofits.

2019 filings • NTEE T12 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • NTEE T12 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$46,793

Up $1,703 (+3.8%) from 2018

Net Assets

Up

$46,793

Up $1,703 (+3.8%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$69,991

Up $8,830 (+14%) from 2018

Expenses

Up

$68,288

Up $21,811 (+47%) from 2018

Net Income

Down

$1,703

Down $12,981 (-88%) from 2018

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

2019

Assets$46,793
Liabilities-
Net Assets$46,793

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

2019

Revenue$69,991
Expenses$68,288
Net Income$1,703
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 13, 2020
Return Version
2018v3.2
Gross Receipts
$138,626
Mission and Program Overview

Mission

Parent teacher organization

Program Services

DescriptionGrantsExpenses
PTO ENGAGES IN FUNDRAISING, PROMOTING VOLUNTEERISM OF PARENTS TO FURTHER ELEMENTARY EDUCATION.-$67,291
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTEN LITTLEPresident-$0--
DANA FITZGERALDVice Preside-$0--
REBECCA WIMERSecretary-$0--
SONYA RILINGTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$41,046$41,046$12,748$28,298
Charleston Wrap$22,438$22,438$9,726$12,712
Total Events$118,514$118,514$62,805$55,709
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
2020-05-13

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous 1,252 apple 1,013 kindergarten field trip 1,000 total 3,265

Form 990-ez, Part I, Line 16

Expenses office supplies 228 insurance 370 agendas 3,666 apple 1,013 awards/gifts 137 bank service charge 184 battle of the books 105 boo bash 5,670 breakfast with santa 528 classroom books, supplies 25,456 field days 1,100 hospitality/gifts 85 maintenance supplies 1,855 miscellaneous 1,423 playgrounds 2,855 pto supplies 1,096 supplies 7,727 teacher appreciation 7,030 teacher stipend/supplies 5,425 wallburg athletics 1,750 total 67,703

Raw XML Appendix166 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/PhoneNum03367692921
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINSTON SALEM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027107
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045090
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IRS990EZ/ExcessOrDeficitForYearAmt01703
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0585
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0129325
IRS990EZ/GrossReceiptsAmt0138626
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045090
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046793
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045090
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046793
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTEN LITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANA FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA WIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SONYA RILING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067703
IRS990EZ/OtherRevenueTotalAmt03265
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/ProgramServiceExpensesAmt067291
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt068635
IRS990EZ/SpecialEventsNetIncomeLossAmt060690
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068288
IRS990EZ/TotalProgramServiceExpensesAmt067291
IRS990EZ/TotalRevenueAmt069991
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISC, SALES TAX REFUND, ETC 4,453
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03264
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03242
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020513
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0132590
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0119674
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0124594
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt092962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0108084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0577904
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03551
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04453
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99280
IRS990ScheduleA/PublicSupportPY509Pct00.99020
IRS990ScheduleA/PublicSupportTotal509Amt0615084
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0138626
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0122938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0127836
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt097087
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0128597
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0132148
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0619537
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt062805
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHARLESTON WRAP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041046
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022438
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt055030
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041046
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt022438
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt055030
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt040331
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt062805
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012748
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09726
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 1,252 APPLE 1,013 KINDERGARTEN FIELD TRIP 1,000 TOTAL 3,265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 228 INSURANCE 370 AGENDAS 3,666 APPLE 1,013 AWARDS/GIFTS 137 BANK SERVICE CHARGE 184 BATTLE OF THE BOOKS 105 BOO BASH 5,670 BREAKFAST WITH SANTA 528 CLASSROOM BOOKS, SUPPLIES 25,456 FIELD DAYS 1,100 HOSPITALITY/GIFTS 85 MAINTENANCE SUPPLIES 1,855 MISCELLANEOUS 1,423 PLAYGROUNDS 2,855 PTO SUPPLIES 1,096 SUPPLIES 7,727 TEACHER APPRECIATION 7,030 TEACHER STIPEND/SUPPLIES 5,425 WALLBURG ATHLETICS 1,750 TOTAL 67,703
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SONYA RILING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03367692921
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-13
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/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:37:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562105122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALLARD SURRATT & CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 SALEM ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0THOMASVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0273603945
ReturnHeader/PreparerPersonGrp/PhoneNum03364723434
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A BALLARD
ReturnHeader/ReturnTs02020-05-13T15:37:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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