Wakefield Elementary School PTA

990EZ • Fiscal year 2023 • EIN 56-2149394

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 19, 2023

Organization Profile wespta.org

2400 Wakefield Pines DrRaleigh, NC 27614

(000) 000-0000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$37,549

Down $2,879 (-7.1%) from 2022

Net Assets

Down

$37,549

Down $2,879 (-7.1%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Revenue

$38,009

Up $12,329 (+48%) from 2022

Expenses

$40,888

Up $16,086 (+65%) from 2022

Net Income

Down

-$2,879

Down $3,757 (-428%) from 2022

Historical Trend

Balance Sheet Trend

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

Highlighted filing

2023

Assets$37,549

Liabilities$0

Net Assets$37,549

Open 2023 Filing

Operations Trend

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

Highlighted filing

2023

Revenue$38,009

Expenses$40,888

Net Income-$2,879

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2022 to Jun 30, 2023
Signed: Oct 19, 2023
Return Version: 2022v5.0
Gross Receipts: $58,746

Mission and Program Overview

Mission

School support

Program Services

Description	Grants	Expenses
Grants to school for classroom furniture new banners outside of school and sunshades for playground	-	$23,962
Teacher support for classroom materials and supplies	-	$4,393
Cultural Arts Program- Artist in Residency made banners for display in the cafeteria with 2nd grade students approximately 85 students participated	-	$2,615

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
Angela Blanchette	Treasurer	-	$0	-	-
Eric James	President	-	$0	-	-
Kristen OJanpa	Fundraising Chair	-	$0	-	-
Naomi Weir	Communications Chair	-	$0	-	-
Katelyn Gregory	Secretary	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Spring Fundraiser	$12,140	$10,907	$85	$10,822
Fall Fundraiser	$10,487	$9,740	$85	$9,655
Total Events	$22,627	$20,647	$1,980	$18,667

Filing and Contact Details

Filer

Filer Name: Wakefield Elementary PTA
EIN: 56-2149394
Phone: 0000000000
Address: 2400 WAKEFIELD PINES DR, RALEIGH, NC 27614

Signing Officer

Name: Angela Blanchette
Title: Treasurer
Phone: 0000000000
Signed: 2023-10-19

Supplemental Narrative

Additional Explanations

Schedule O:

“01. Description of Revenue (Part 1, Line 8) Description- Amount- Spring Fling 1,100 Fifth Grade Celebration donation 100 Cultural Arts return of extra hardware 37 Receipt return 34 02. Description of other Expenses (Part 1, Line 10) Description- Amount- Teacher Grants 4,394 03. Description of other Expenses (Part 1, Line 16) Description- Amount- Donation to School 23,962 Operating & Misc Costs 562 Campus Beautification 225 Cultural Arts 2,615 Contributions gifts and grants 1,338 Kindergarten Events 52 Fifth Grade Celebration 797 Field Day 924 Teacher Appreciation 1539 Spring Fling 2850 PTA Membership dues and expenses 1275 PBIS 192 Volunteer Appreciation 199”

Raw XML Appendix202 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	Katelyn Gregory
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	communications chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Secretary
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IRS990EZ/PrintingPublicationsPostageAmt	0	0
IRS990EZ/ProgramServiceRevenueAmt	0	0
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	2615
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IRS990EZ/TotalRevenueAmt	0	38009
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	01. Description of Revenue (Part 1, Line 8) Description- Amount- Spring Fling 1,100 Fifth Grade Celebration donation 100 Cultural Arts return of extra hardware 37 Receipt return 34 02. Description of other Expenses (Part 1, Line 10) Description- Amount- Teacher Grants 4,394 03. Description of other Expenses (Part 1, Line 16) Description- Amount- Donation to School 23,962 Operating & Misc Costs 562 Campus Beautification 225 Cultural Arts 2,615 Contributions gifts and grants 1,338 Kindergarten Events 52 Fifth Grade Celebration 797 Field Day 924 Teacher Appreciation 1539 Spring Fling 2850 PTA Membership dues and expenses 1275 PBIS 192 Volunteer Appreciation 199
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Schedule O:
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Angela Blanchette
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	0000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Wakefield Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	WAKE
ReturnHeader/Filer/EIN	0	562149394
ReturnHeader/Filer/PhoneNum	0	0000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2400 WAKEFIELD PINES DR
ReturnHeader/Filer/USAddress/CityNm	0	RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	27614
ReturnHeader/ReturnTs	0	2023-10-19T18:30:04Z
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Angela
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Blanchette
ReturnHeader/TaxPeriodBeginDt	0	2022-07-01
ReturnHeader/TaxPeriodEndDt	0	2023-06-30
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $37,549
Liabilities: $0
Net assets: $37,549
Revenue: $38,009
Expenses: $40,888
Net income: -$2,879

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$37.7		$37.7	$36.6	$39.1	$2.52
2024Detailed filing. Detailed filing data is available for this year.	$40.2		$40.2	$35.5	$33.1	$2.40
2023Detailed filing. Detailed filing data is available for this year.	$37.5	$0.00	$37.5	$38.0	$40.9	$2.88
2022Detailed filing. Detailed filing data is available for this year.	$40.4	$0.00	$40.4	$25.7	$24.8	$0.88
2021Summary only. Only limited summary data is available for this year.	$36.9	$0.00		$28.0	$27.9	$0.06
2020Summary only. Only limited summary data is available for this year.	$30.7	$0.00		$31.2	$40.1	$8.83
2019Summary only. Only limited summary data is available for this year.	$26.8	$0.00		$37.3	$37.0	$0.32
2015Summary only. Only limited summary data is available for this year.	$29.4	$0.00		$42.6	$33.2	$9.43
2014Summary only. Only limited summary data is available for this year.	$20.0	$0.00		$42.5	$36.6	$5.87
2013Summary only. Only limited summary data is available for this year.	$14.1	$0.00		$52.3	$47.3	$5.01