Civic Intelligence

Southwest Elementary School PTA

990EZ • Fiscal year 2025 • EIN 56-1671133

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 13, 2025

Organization ProfileWWW.WSFCS.K12.NC.US/SWES
1631 Southwest School RoadClemmons, NC 27102

(336) 813-7645

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

2nd percentile

-386%

Higher net margin than 2% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

24th percentile

-16%

Faster asset growth than 24% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

2nd percentile

-93%

Faster revenue growth than 2% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$48,860

Down $9,327 (-16%) from 2024

Net Assets

$48,860

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin2nd percentile

Revenue

Down

$2,415

Down $30,704 (-93%) from 2024

Expenses

Down

$11,742

Down $5,791 (-33%) from 2024

Net Income

Down

-$9,327

Down $24,913 (-160%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $3,648Liabilities 2011: $02011Assets 2012: $3,039Liabilities 2012: $02012Assets 2013: $1,462Liabilities 2013: $02013Assets 2016: $10,050Liabilities 2016: $02016Assets 2017: $13,210Liabilities 2017: $02017Assets 2018: $7,836Liabilities 2018: $02018Assets 2019: $9,983Liabilities 2019: $0Net Assets 2019: $9,9832019Assets 2020: $16,426Liabilities 2020: $0Net Assets 2020: $16,4262020Assets 2021: $21,366Liabilities 2021: $0Net Assets 2021: $21,3662021Assets 2022: $16,191Liabilities 2022: $0Net Assets 2022: $16,1912022Assets 2023: $42,601Liabilities 2023: $0Net Assets 2023: $42,6012023Assets 2024: $58,187Liabilities 2024: $02024Assets 2025: $48,860Liabilities 2025: $0Net Assets 2025: $48,8602025

Highlighted filing

2025

Assets$48,860
Liabilities$0
Net Assets$48,860
Open 2025 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $39,347Expenses 2011: $41,561Net Income 2011: -$2,2142011Revenue 2012: $25,296Expenses 2012: $25,905Net Income 2012: -$6092012Revenue 2013: $20,400Expenses 2013: $21,978Net Income 2013: -$1,5782013Revenue 2016: $42,618Expenses 2016: $36,452Net Income 2016: $6,1662016Revenue 2017: $44,083Expenses 2017: $40,923Net Income 2017: $3,1602017Revenue 2018: $54,469Expenses 2018: $59,843Net Income 2018: -$5,3742018Revenue 2019: $64,284Expenses 2019: $62,137Net Income 2019: $2,1472019Revenue 2020: $52,138Expenses 2020: $45,695Net Income 2020: $6,4432020Revenue 2021: $24,668Expenses 2021: $19,728Net Income 2021: $4,9402021Revenue 2022: $71,569Expenses 2022: $76,744Net Income 2022: -$5,1752022Revenue 2023: $68,666Expenses 2023: $42,256Net Income 2023: $26,4102023Revenue 2024: $33,119Expenses 2024: $17,533Net Income 2024: $15,5862024Revenue 2025: $2,415Expenses 2025: $11,742Net Income 2025: -$9,3272025

Highlighted filing

2025

Revenue$2,415
Expenses$11,742
Net Income-$9,327
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$101,752
Mission and Program Overview

Mission

EDUCATIONALCHARITABLE

EDUCATIONAL/CHARITABLE

Program Services

DescriptionGrantsExpenses
PROVIDES FUNDS TO SCHOOL FOR CURRICULUM, PURCHASES, PE EQUIPMENT, FACILITIES IMPROVEMENTS, TECHNOLOGY, TESTING EQUIPMENT, ART DEPT SUPPLIES, LIBRARY BOOKS-$24,190
SUPPORT STUDENT ENGAGEMENT IN SCHOOL LIFE 1) WITH GRANTS TO SCHOOL CLUBS AND ORGANIZATIONS, 2) WITH FAMILY PROGRAMS SUCH AS BREAKFASTS WITH PARENT AND MONTHLY DAD AND STUDENT PROG-$13,811
SUPPORT TEACHER EFFECTIVENESS IN THE CLASSROOM-$11,280
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jasmine CalderoPresidentPT$0--
Maureen CalvacantiSecretaryPT$0--
Katelyn GarciaTreasurer-$0--
Brandi RightsVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wild Wild South$64,853$64,853$39,704$25,149
Fundraising$28,679$28,679$22,721$5,958
Total Events$93,532$93,532$62,425$31,107
Filing and Contact Details

Filer

Filer Name
Southwest Elementary School Pta
EIN
56-1671133
In Care Of
% KATELYN GARCIA
Phone
3368137645
Address
1631 Southwest School Road, Clemmons, NC 27102

Signing Officer

Name
Katelyn Garcia
Title
Treasurer
Phone
3368137645
Signed
2025-11-13

Preparer

Firm
Block Advisors
Address
3600 COUNTRY CLUB STE 103, WINSTON SALEM, NC 27104
Preparer
Deborah Arrington
Phone
3367657880
Supplemental Narrative

Additional Explanations

Pt I, Line 10:

“Description: TEACHER AND STUDENT SUPPORT Class of activity: DIRECT Amount given: $11,267”

Pt I, Line 16

“Description: National Dues: $655 Description: Office Expenses: $776”

Raw XML Appendix179 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/USAddress/CityNm0CLEMMONS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058187
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt011267
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GroupExemptionNum08535
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01438
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jasmine Caldero
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Maureen Calvacanti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Katelyn Garcia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brandi Rights
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL/CHARITABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES FUNDS TO SCHOOL FOR CURRICULUM, PURCHASES, PE EQUIPMENT, FACILITIES IMPROVEMENTS, TECHNOLOGY, TESTING EQUIPMENT, ART DEPT SUPPLIES, LIBRARY BOOKS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT STUDENT ENGAGEMENT IN SCHOOL LIFE 1) WITH GRANTS TO SCHOOL CLUBS AND ORGANIZATIONS, 2) WITH FAMILY PROGRAMS SUCH AS BREAKFASTS WITH PARENT AND MONTHLY DAD AND STUDENT PROG
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT TEACHER EFFECTIVENESS IN THE CLASSROOM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024190
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113811
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211280
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt099337
IRS990EZ/SpecialEventsNetIncomeLossAmt0977
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011742
IRS990EZ/TotalProgramServiceExpensesAmt049281
IRS990EZ/TotalRevenueAmt02415
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.WSFCS.K12.NC.US/SWES
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt094970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt094228
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt095431
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt087879
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0405068
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct01.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0405068
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt094970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt094228
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt095431
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087879
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032560
IRS990ScheduleA/Total509Grp/TotalAmt0405068
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt094970
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt094228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt095431
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt087879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032560
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0405068
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt062425
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WILD WILD SOUTH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028679
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt064853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt093532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028679
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt064853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt093532
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031107
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt062425
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022721
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt039704
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: TEACHER AND STUDENT SUPPORT Class of activity: DIRECT Amount given: $11,267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: National Dues: $655 Description: Office Expenses: $776
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I, Line 10:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATELYN GARCIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03368137645
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southwest Elementary School Pta
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0561671133
ReturnHeader/Filer/InCareOfNm0% KATELYN GARCIA
ReturnHeader/Filer/PhoneNum03368137645
ReturnHeader/Filer/USAddress/AddressLine1Txt01631 Southwest School Road
ReturnHeader/Filer/USAddress/CityNm0Clemmons
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Block Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03600 COUNTRY CLUB STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSTON SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027104
ReturnHeader/PreparerPersonGrp/PhoneNum03367657880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah Arrington
ReturnHeader/ReturnTs02025-11-14T11:07:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,860
Liabilities
$0
Net assets
$48,860
Revenue
$2,415
Expenses
$11,742
Net income
-$9,327
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$48.9$0.00$48.9$2.42$11.7$9.33
2024Summary only. Only limited summary data is available for this year.$58.2$0.00$33.1$17.5$15.6
2023Detailed filing. Detailed filing data is available for this year.$42.6$0.00$42.6$68.7$42.3$26.4
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$0.00$16.2$71.6$76.7$5.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$0.00$21.4$24.7$19.7$4.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.00$16.4$52.1$45.7$6.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.98$0.00$9.98$64.3$62.1$2.15
2018Summary only. Only limited summary data is available for this year.$7.84$0.00$54.5$59.8$5.37
2017Summary only. Only limited summary data is available for this year.$13.2$0.00$44.1$40.9$3.16
2016Summary only. Only limited summary data is available for this year.$10.1$0.00$42.6$36.5$6.17
2013Summary only. Only limited summary data is available for this year.$1.46$0.00$20.4$22.0$1.58
2012Summary only. Only limited summary data is available for this year.$3.04$0.00$25.3$25.9$0.61
2011Summary only. Only limited summary data is available for this year.$3.65$0.00$39.3$41.6$2.21