Civic Intelligence

W D Williams Elementary PTO

990EZ • Fiscal year 2024 • EIN 56-1756604

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 07, 2025

Organization Profilewdwes.buncombeschools.org/o/wdw/page/pto-parent-teacher-organization
161 Bee Tree RdSwannanoa, NC 28778

(828) 686-3856

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.00x

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Net Margin

86th percentile

38%

Higher net margin than 86% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

$24,890

No earlier filing loaded for comparison.

Net Assets

$24,890

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin86th percentile

Revenue

$65,291

No earlier filing loaded for comparison.

Expenses

$40,401

No earlier filing loaded for comparison.

Net Income

$24,890

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2024: $24,890Liabilities 2024: $0Net Assets 2024: $24,8902024

Highlighted filing

2024

Assets$24,890
Liabilities$0
Net Assets$24,890
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2024: $65,291Expenses 2024: $40,401Net Income 2024: $24,8902024

Highlighted filing

2024

Revenue$65,291
Expenses$40,401
Net Income$24,890
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 7, 2025
Return Version
2024v5.0
Gross Receipts
$83,598
Mission and Program Overview

Mission

Our mission is to promote the wellbeing of W.D. Williams' children in the home, school and community. In addition, we strive to bring parents into a closer relationship with the teaching staff and administration.

Program Services

DescriptionGrantsExpenses
Enrichment Programs: Provided funding for school field trips to a science center, nature center, and cultural events, enriching students' educational experiences and fostering a deeper connection to their community and learning$0$13,572
School Play Support: Underwrote the costs for the school play, including costumes, licensing rights, and equipment, ensuring all students had the opportunity to participate in a creative and engaging extracurricular activity.$0$4,755
Kelli's Pantry & Teacher Support: Managed funds for "Kelli's Pantry," supporting the school counselor's initiative to provide food and essentials to families in need during holiday breaks, as well as funding teacher supplies and special events like kindergarten graduation and the installation of a gaga ball court.$0$3,766
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYANNA BERTOLINOCo-President-$0--
SANDRA GOODSONCo-President-$0--
LANELLA FIELDSVice President-$0--
PEARL SHIRLEYSecretary-$0--
JAMIE WINETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
W D Williams Elementary Pto
EIN
56-1756604
Phone
8286863856
Address
161 Bee Tree Rd, Swannanoa, NC 28778

Signing Officer

Name
Jamie Wine
Title
Tresurer
Phone
8286863856
Signed
2025-04-07
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Student experience enrichment programs;13573|Family food pantry program;3766|School play support;4755|COGS Chocolate sale;18307^Total;40401^”

Raw XML Appendix184 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/CityNm0Swannanoa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028778
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PEARL SHIRLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMIE WINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt040401
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Enrichment Programs: Provided funding for school field trips to a science center, nature center, and cultural events, enriching students' educational experiences and fostering a deeper connection to their community and learning
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Kelli's Pantry & Teacher Support: Managed funds for "Kelli's Pantry," supporting the school counselor's initiative to provide food and essentials to families in need during holiday breaks, as well as funding teacher supplies and special events like kindergarten graduation and the installation of a gaga ball court.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School Play Support: Underwrote the costs for the school play, including costumes, licensing rights, and equipment, ensuring all students had the opportunity to participate in a creative and engaging extracurricular activity.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013572
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13766
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24755
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Student experience enrichment programs;13573|Family food pantry program;3766|School play support;4755|COGS Chocolate sale;18307^Total;40401^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Wine
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Tresurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08286863856
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0W D WILLIAMS ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WDWI
ReturnHeader/Filer/EIN0561756604
ReturnHeader/Filer/PhoneNum08286863856
ReturnHeader/Filer/USAddress/AddressLine1Txt0161 Bee Tree Rd
ReturnHeader/Filer/USAddress/CityNm0Swannanoa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028778
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-05-02T11:00:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,890
Liabilities
$0
Net assets
$24,890
Revenue
$65,291
Expenses
$40,401
Net income
$24,890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$65.3$40.4$24.9