Civic Intelligence

Wallburg Elementary School PTO

990EZ • Fiscal year 2021 • EIN 56-1557598

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 01, 2021

Organization ProfileN/A
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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

61st percentile

26%

Higher net margin than 61% of similar nonprofits.

2021 filings • NTEE T12 • <$500k nonprofits • Source year 2021

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2021 filings • NTEE T12 • <$500k nonprofits • Source year 2021

Asset Growth

68th percentile

24%

Faster asset growth than 68% of similar nonprofits.

2021 filings • NTEE T12 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

-4.7%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • NTEE T12 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$43,125

Up $8,310 (+24%) from 2020

Net Assets

Up

$43,125

Up $8,310 (+24%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Down

$31,674

Down $1,561 (-4.7%) from 2020

Expenses

Down

$23,364

Down $21,849 (-48%) from 2020

Net Income

Up

$8,310

Up $20,288 (+169%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

2021

Assets$43,125
Liabilities-
Net Assets$43,125
Open 2021 Filing

Operations Trend

Revenue Growth42nd percentile

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

2021

Revenue$31,674
Expenses$23,364
Net Income$8,310
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 1, 2021
Return Version
2020v4.0
Gross Receipts
$43,826
Mission and Program Overview

Mission

Parent teacher organization

Program Services

DescriptionGrantsExpenses
PTO ENGAGES IN FUNDRAISING, PROMOTING VOLUNTEERISM OF PARENTS TO FURTHER ELEMENTARY EDUCATION.-$22,730
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COURTNEY WHITLEYPresident-$0--
CHRISTEN LITTLEVice Preside-$0--
ATIYA WILLIAMSecretary-$0--
BRANDY THOMASTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$36,461$36,461$9,254$27,207
Total Events$36,461$36,461$9,254$27,207
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
Brandy Thomas
Title
Treasurer
Phone
3367268865
Signed
2021-11-01

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 106 total 106”

Form 990-ez, Part I, Line 16

“Expenses insurance 370 agendas 3,456 art-richardson 1,809 bank service charge 49 brain pop 1,795 breakfast with santa 587 card my yard 95 charging carts 3,338 classroom books, supplies 1,543 enrichment supplies 1,989 hospitality/gifts 1,063 march madness 83 miscellaneous 1 pto supplies 193 teacher appreciation 2,631 teacher stipend/supplies 3,777 total 22,779”

Raw XML Appendix154 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/PersonNm0COURTNEY WHITLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm1CHRISTEN LITTLE
CompensationExplanation/CompensationExplanationGrp/PersonNm2ATIYA WILLIAM
CompensationExplanation/CompensationExplanationGrp/PersonNm3BRANDY THOMAS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRANDY THOMAS
IRS990EZ/BooksInCareOfDetail/PhoneNum03367692921
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0205 MOTSINGER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINSTON SALEM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027107
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034815
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043125
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01248
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08310
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0585
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034815
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043125
IRS990EZ/FundraisingGrossIncomeAmt042472
IRS990EZ/GrossReceiptsAmt043826
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034815
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043125
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034815
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043125
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COURTNEY WHITLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTEN LITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ATIYA WILLIAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRANDY THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022779
IRS990EZ/OtherRevenueTotalAmt0106
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/ProgramServiceExpensesAmt022730
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012152
IRS990EZ/SpecialEventsNetIncomeLossAmt030320
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023364
IRS990EZ/TotalProgramServiceExpensesAmt022730
IRS990EZ/TotalRevenueAmt031674
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISC, SALES TAX REFUND, ETC 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01733
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03264
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03242
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt042578
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt071957
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0132590
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0119674
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0124594
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0491393
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99840
IRS990ScheduleA/PublicSupportTotal509Amt0506916
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043826
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073690
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0138626
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0122938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0127836
IRS990ScheduleA/Total509Grp/TotalAmt0506916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073690
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0138626
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0122938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0127836
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0506916
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09254
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036461
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027207
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09254
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 106 TOTAL 106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 370 AGENDAS 3,456 ART-RICHARDSON 1,809 BANK SERVICE CHARGE 49 BRAIN POP 1,795 BREAKFAST WITH SANTA 587 CARD MY YARD 95 CHARGING CARTS 3,338 CLASSROOM BOOKS, SUPPLIES 1,543 ENRICHMENT SUPPLIES 1,989 HOSPITALITY/GIFTS 1,063 MARCH MADNESS 83 MISCELLANEOUS 1 PTO SUPPLIES 193 TEACHER APPRECIATION 2,631 TEACHER STIPEND/SUPPLIES 3,777 TOTAL 22,779
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDY THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03367268865
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
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
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/PreparationDt02021-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A BALLARD
ReturnHeader/ReturnTs02021-11-10T12:57:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRANDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0THOMAS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,125
Liabilities
-
Net assets
$43,125
Revenue
$31,674
Expenses
$23,364
Net income
$8,310
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