Civic Intelligence

Wallburg Elementary School PTO

990EZ • Fiscal year 2024 • EIN 56-1557598

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

71st percentile

34%

Higher net margin than 71% of similar nonprofits.

2024 filings • NTEE T12 • <$500k nonprofits • Source year 2024

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.

2024 filings • NTEE T12 • <$500k nonprofits • Source year 2024

Asset Growth

77th percentile

37%

Faster asset growth than 77% of similar nonprofits.

2024 filings • NTEE T12 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-1.3%

Faster revenue growth than 47% of similar nonprofits.

2024 filings • NTEE T12 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$65,259

Up $17,675 (+37%) from 2023

Net Assets

Up

$65,259

Up $17,675 (+37%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$52,588

Down $703 (-1.3%) from 2023

Expenses

Down

$34,913

Down $13,976 (-29%) from 2023

Net Income

Up

$17,675

Up $13,273 (+302%) from 2023

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

2024

Assets$65,259
Liabilities-
Net Assets$65,259

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

2024

Revenue$52,588
Expenses$34,913
Net Income$17,675
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$60,375
Mission and Program Overview

Mission

Parent teacher organization

Program Services

DescriptionGrantsExpenses
PTO ENGAGES IN FUNDRAISING, PROMOTING VOLUNTEERISM OF PARENTS TO FURTHER ELEMENTARY EDUCATION.-$34,338
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANDY THOMASPresident-$0--
CRYSTAL ADAMSVice Preside-$0--
KELLY MAYOSecretary-$0--
LINDSAY HALLTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$43,554$43,554-$43,554
Spirit Wear$8,005$8,005$3,899$4,106
Total Events$51,559$51,559$3,899$47,660
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
President
Phone
3367268865
Signed
2024-11-14

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 16

Expenses insurance 370 agendas 2,945 amazon wish list 509 breakfast with santa 1,548 card my yard 407 classroom books, supplies 1,267 learning without tears 4,034 pto supplies 2,485 spring fling 6,366 teacher appreciation 6,434 teacher stipend/supplies 5,682 vintris learning 1,656 welcome back lunch 635 total 34,338

Raw XML Appendix147 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/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/BOYAmt047584
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065259
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01463
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017675
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0575
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRANDY THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CRYSTAL ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY MAYO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDSAY HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034338
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/ProgramServiceExpensesAmt034338
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07787
IRS990EZ/SpecialEventsNetIncomeLossAmt051125
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034913
IRS990EZ/TotalProgramServiceExpensesAmt034338
IRS990EZ/TotalRevenueAmt052588
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01463
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01733
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt058912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt087404
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt066365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042578
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt071957
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0327216
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0335019
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060375
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt089489
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043826
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IRS990ScheduleA/Total509Grp/TotalAmt0335019
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060375
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt089489
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt043826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073690
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0335019
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03899
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIRIT WEAR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043554
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051559
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043554
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051559
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt047660
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03899
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 370 AGENDAS 2,945 AMAZON WISH LIST 509 BREAKFAST WITH SANTA 1,548 CARD MY YARD 407 CLASSROOM BOOKS, SUPPLIES 1,267 LEARNING WITHOUT TEARS 4,034 PTO SUPPLIES 2,485 SPRING FLING 6,366 TEACHER APPRECIATION 6,434 TEACHER STIPEND/SUPPLIES 5,682 VINTRIS LEARNING 1,656 WELCOME BACK LUNCH 635 TOTAL 34,338
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDY THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03367268865
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A BALLARD
ReturnHeader/ReturnTs02024-11-21T14:58:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • NTEE T12 • <$500k nonprofits