Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
PTA North Carolina Congress
EIN 56-2207122 • 501(c)3 • Raleigh, NC
990-N Coverage
Profile
The wakefield middle school ptsa believes in making every childs potential a reality by engaging and empowering families and communities to advocate for all children. Our mission is to support the academic, cultural, social and emotional needs of all wms students through volunteer engagement, fundraising and relevant programing. We strive to be a powerful voice for all children, a relevant resource for families and communities and a strong advocate for the education and well-being of every child.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
61st percentile
Higher net margin than 61% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
85th percentile
Faster asset growth than 85% of similar nonprofits.
Revenue Growth
36th percentile
Faster revenue growth than 36% of similar nonprofits.
Balance Sheet
Assets
Up$13,726
Up $4,326 (+46%) from 2017
Liabilities
Flat$0
Flat from 2017
Net Assets
Up$13,726
Up $4,326 (+46%) from 2017
Revenue
Down$52,068
Down $10,462 (-17%) from 2017
Expenses
Down$47,742
Down $24,049 (-33%) from 2017
Net Income
Up$4,326
Up $13,587 (+147%) from 2017
Trend Graphs
Filings
Most recent year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $13,726
- Liabilities
- $0
- Net assets
- $13,726
- Revenue
- $52,068
- Expenses
- $47,742
- Net income
- $4,326
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- Nov 12, 2018
- Return Version
- 2017v2.3
- Gross Receipts
- $57,852
Mission and Program Overview
Mission
The wakefield middle school ptsa believes in making every childs potential a reality by engaging and empowering families and communities to advocate for all children. Our mission is to support the academic, cultural, social and emotional needs of all wms students through volunteer engagement, fundraising and relevant programing. We strive to be a powerful voice for all children, a relevant resource for families and communities and a strong advocate for the education and well-being of every child.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SCHOOL IMPROVEMENT AND TECHNOLOGY | - | $18,693 |
| SUPPORT CULTURAL, SOCIAL, AND EMOTIONAL NEEDS OF STUDENTS | - | $11,158 |
| TEACHER AND STAFF APPRECIATION | - | $2,778 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ASHLEY SELF | President | PT | $0 | - | - |
| SUSAN NORRIS | Treasurer | PT | $0 | - | - |
| GWEN DICKERSON | Secretary | - | $0 | - | - |
| ELIZABETH KRASKE | VP Of Member | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Yankee Candle F | $37,465 | $37,465 | - | $37,465 |
| Total Events | $37,465 | $37,465 | - | $37,465 |
Filing and Contact Details
Filer
- Filer Name
- Wakefield Middle School Ptsa
- EIN
- 56-2207122
- Phone
- 9195623500
- Address
- 2300 WAKEFIELD PINES DRIVE, RALEIGH, NC 27614
Signing Officer
- Name
- Ashley Self
- Title
- President
- Signed
- 2018-11-12
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Mitchell & Nemitz Pa
- Address
- 12324 HAMPTON WAY DR STE 201, WAKE FOREST, NC 27587-6543
- Preparer
- Miriam L Waters CPA
- Phone
- 9195569500
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Sales tax refunds 1,375 total 1,375”
Form 990-ez, Part I, Line 16
“Yankee candle fundraiser cost of goods sold 12,411 expenses bonding 355 academic/student recog 530 beautification 755 cultural arts 2,300 8th grade dance 1,938 8th grade lunch/awards 657 box top expenses 207 teach apprec/hospitality 2,510 national and state dues 1,340 programs 1,800 student agendas 3,467 school imp/technology 17,938 teacher of the year 268 newsletters 51 6th grade social 466 total 46,993”
Form 990-ez, Part III
“The wakefield middle school ptsa believes in making every childs potential a reality by engaging and empowering families and communities to advocate for all children. Our mission is to support the academic, cultural, social and emotional needs of all wms students through volunteer engagement, fundraising and relevant programing. We strive to be a powerful voice for all children, a relevant resource for families and communities and a strong advocate for the education and well-being of every child.”
Raw XML Appendix162 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/FeesAndOtherPymtToIndCntrctAmt | 0 | 749 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 9400 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 13726 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 42260 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 579 |
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| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 1525 |
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| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
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| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 9400 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 13726 |
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| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 13726 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VP OF MEMBER |
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| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 46993 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1375 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE WAKEFIELD MIDDLE SCHOOL PTSA BELIEVES IN MAKING EVERY CHILDS POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN. OUR MISSION IS TO SUPPORT THE ACADEMIC, CULTURAL, SOCIAL AND EMOTIONAL NEEDS OF ALL WMS STUDENTS THROUGH VOLUNTEER ENGAGEMENT, FUNDRAISING AND RELEVANT PROGRAMING. WE STRIVE TO BE A POWERFUL VOICE FOR ALL CHILDREN, A RELEVANT RESOURCE FOR FAMILIES AND COMMUNITIES AND A STRONG ADVOCATE FOR THE EDUCATION AND WELL-BEING OF EVERY CHILD. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SUPPORT CULTURAL, SOCIAL, AND EMOTIONAL NEEDS OF STUDENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | TEACHER AND STAFF APPRECIATION |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | SCHOOL IMPROVEMENT AND TECHNOLOGY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 11158 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 2778 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 18693 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 4838 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 37422 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 47742 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 32629 |
| IRS990EZ/TotalRevenueAmt | 0 | 52068 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.WAKEFIELDMIDDLESCHOOLPTA.ORG |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 12692 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 13238 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 14891 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 11620 |
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| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 62154 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 43785 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 57362 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 29851 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 40831 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 38147 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 209976 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt | 0 | 375 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 375 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99860 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 272130 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 56477 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 70600 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 44742 |
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| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 272130 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 56852 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 70600 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 44742 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 52451 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 47860 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 272505 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | YANKEE CANDLE F |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 37465 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 37465 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 37465 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 37465 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 37465 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SALES TAX REFUNDS 1,375 TOTAL 1,375 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | YANKEE CANDLE FUNDRAISER COST OF GOODS SOLD 12,411 EXPENSES BONDING 355 ACADEMIC/STUDENT RECOG 530 BEAUTIFICATION 755 CULTURAL ARTS 2,300 8TH GRADE DANCE 1,938 8TH GRADE LUNCH/AWARDS 657 BOX TOP EXPENSES 207 TEACH APPREC/HOSPITALITY 2,510 NATIONAL AND STATE DUES 1,340 PROGRAMS 1,800 STUDENT AGENDAS 3,467 SCHOOL IMP/TECHNOLOGY 17,938 TEACHER OF THE YEAR 268 NEWSLETTERS 51 6TH GRADE SOCIAL 466 TOTAL 46,993 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE WAKEFIELD MIDDLE SCHOOL PTSA BELIEVES IN MAKING EVERY CHILDS POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN. OUR MISSION IS TO SUPPORT THE ACADEMIC, CULTURAL, SOCIAL AND EMOTIONAL NEEDS OF ALL WMS STUDENTS THROUGH VOLUNTEER ENGAGEMENT, FUNDRAISING AND RELEVANT PROGRAMING. WE STRIVE TO BE A POWERFUL VOICE FOR ALL CHILDREN, A RELEVANT RESOURCE FOR FAMILIES AND COMMUNITIES AND A STRONG ADVOCATE FOR THE EDUCATION AND WELL-BEING OF EVERY CHILD. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ASHLEY SELF |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-11-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WAKEFIELD MIDDLE SCHOOL PTSA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WAKE |
| ReturnHeader/Filer/EIN | 0 | 562207122 |
| ReturnHeader/Filer/PhoneNum | 0 | 9195623500 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2300 WAKEFIELD PINES DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | RALEIGH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 27614 |
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| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 24.172.251.118 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-11-12 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 13:59:39 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 561952467 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MITCHELL & NEMITZ PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 12324 HAMPTON WAY DR STE 201 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WAKE FOREST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 275876543 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9195569500 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-11-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MIRIAM L WATERS CPA |
| ReturnHeader/ReturnTs | 0 | 2018-11-12T14:59:39-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.