Civic Intelligence

Wakefield Elementary School PTA

990EZ • Fiscal year 2022 • EIN 56-2149394

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 31, 2023

Organization Profilewespta.org
2400 Wakefield Pines DriveRaleigh, NC 27614

(651) 503-6994

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

48th percentile

3.4%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

62nd percentile

9.6%

Faster asset growth than 62% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

32nd percentile

-8.2%

Faster revenue growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$40,428

Up $3,535 (+9.6%) from 2021

Net Assets

$40,428

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin48th percentile

Revenue

Down

$25,680

Down $2,281 (-8.2%) from 2021

Expenses

Down

$24,802

Down $3,100 (-11%) from 2021

Net Income

Up

$878

Up $819 (+1388%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$60K$40K$20K$0Assets 2013: $14,099Liabilities 2013: $02013Assets 2014: $19,969Liabilities 2014: $02014Assets 2015: $29,395Liabilities 2015: $02015Assets 2019: $26,848Liabilities 2019: $02019Assets 2020: $30,679Liabilities 2020: $02020Assets 2021: $36,893Liabilities 2021: $02021Assets 2022: $40,428Liabilities 2022: $0Net Assets 2022: $40,4282022Assets 2023: $37,549Liabilities 2023: $0Net Assets 2023: $37,5492023Assets 2024: $40,172Net Assets 2024: $40,1722024Assets 2025: $37,656Net Assets 2025: $37,6562025

Highlighted filing

2022

Assets$40,428
Liabilities$0
Net Assets$40,428
Open 2022 Filing

Operations Trend

Revenue Growth32nd percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $52,293Expenses 2013: $47,288Net Income 2013: $5,0052013Revenue 2014: $42,470Expenses 2014: $36,599Net Income 2014: $5,8712014Revenue 2015: $42,623Expenses 2015: $33,197Net Income 2015: $9,4262015Revenue 2019: $37,282Expenses 2019: $36,962Net Income 2019: $3202019Revenue 2020: $31,238Expenses 2020: $40,071Net Income 2020: -$8,8332020Revenue 2021: $27,961Expenses 2021: $27,902Net Income 2021: $592021Revenue 2022: $25,680Expenses 2022: $24,802Net Income 2022: $8782022Revenue 2023: $38,009Expenses 2023: $40,888Net Income 2023: -$2,8792023Revenue 2024: $35,478Expenses 2024: $33,075Net Income 2024: $2,4032024Revenue 2025: $36,557Expenses 2025: $39,073Net Income 2025: -$2,5162025

Highlighted filing

2022

Revenue$25,680
Expenses$24,802
Net Income$878
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 31, 2023
Return Version
2021v4.2
Gross Receipts
$56,750
Mission and Program Overview

Mission

School support

Program Services

DescriptionGrantsExpenses
Grants to school of classroom air purifiers and chromebooks-$13,231
Teacher support for classroom supplies-$5,406
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angela BlanchetteSecretary-$0--
Caroline NumbersPresident-$0--
Kristen OJanpaFundraising-$0--
Julie RaffertyVice President - Events-$0--
Stephanie SandaraffTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$14,109$14,109$14,318$-209
Store$5,172$5,172$10,399$-5,227
Total Events$19,281$19,281$24,717$-5,436
Filing and Contact Details

Filer

Filer Name
Wakefield Elementary School PTA
EIN
56-2149394
Address
2400 Wakefield Pines Drive, Raleigh, NC 27614

Signing Officer

Name
Angela Blanchette
Title
Secretary
Phone
6515036994
Signed
2023-01-31
Discuss with paid preparer
No

Preparer

Firm
Raleigh Accounting and Tax
Address
186 Wind Chime Court Suite 200, Raleigh, NC 27615
Preparer
Michael Mansbach
Phone
9198445225
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountSpring Fling 927”

Description of other expenses Part I line 16

“Description AmountOperating and Miscellaneous Costs 6,166Program Service Expenses 18,636”

Other changes in net assets or fund balances Part I line 20

“Description AmountPrior period adjustment (173)”

Raw XML Appendix174 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/PersonNm0Angela Blanchette
IRS990EZ/BooksInCareOfDetail/PhoneNum06515036994
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02400 Wakefield Pines Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Raleigh
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039723
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040428
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06537
IRS990EZ/CostOfGoodsSoldAmt027694
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0878
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039723
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040428
IRS990EZ/FundraisingGrossIncomeAmt026765
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-7158
IRS990EZ/GrossReceiptsAmt056750
IRS990EZ/GrossSalesOfInventoryAmt020536
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01985
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039723
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040428
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039723
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040428
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Angela Blanchette
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Caroline Numbers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristen OJanpa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Julie Rafferty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stephanie Sandaraff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President - Events
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-173
IRS990EZ/OtherExpensesTotalAmt024802
IRS990EZ/OtherRevenueTotalAmt0927
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0School support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to school of classroom air purifiers and chromebooks
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher support for classroom supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013231
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15406
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03376
IRS990EZ/SpecialEventsNetIncomeLossAmt023389
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024802
IRS990EZ/TotalProgramServiceExpensesAmt018637
IRS990EZ/TotalRevenueAmt025680
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07147
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt052431
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09204
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt082665
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0106724
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt082665
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08522
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07147
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05361
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt052431
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09204
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt082665
IRS990ScheduleA/TotalSupportAmt082665
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024717
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Store
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014109
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05172
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014109
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05172
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019281
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-5436
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024717
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014318
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010399
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSpring Fling 927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOperating and Miscellaneous Costs 6,166Program Service Expenses 18,636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountPrior period adjustment (173)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Angela Blanchette
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum06515036994
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wakefield Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
ReturnHeader/Filer/EIN0562149394
ReturnHeader/Filer/USAddress/AddressLine1Txt02400 Wakefield Pines Drive
ReturnHeader/Filer/USAddress/CityNm0Raleigh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027614
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832714457
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Raleigh Accounting and Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0186 Wind Chime Court Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Raleigh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027615
ReturnHeader/PreparerPersonGrp/PhoneNum09198445225
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Mansbach
ReturnHeader/ReturnTs02023-01-17T13:22:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Angela
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Blanchette
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,428
Liabilities
$0
Net assets
$40,428
Revenue
$25,680
Expenses
$24,802
Net income
$878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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