Civic Intelligence

PTA North Carolina Congress

990EZ • Fiscal year 2017 • EIN 56-2207122

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 01, 2017

2300 Wakefield Pines DriveRaleigh, NC 27614

(919) 562-3500

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Assets

$9,400

No earlier filing loaded for comparison.

Net Assets

$9,400

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$62,530

No earlier filing loaded for comparison.

Expenses

$71,791

No earlier filing loaded for comparison.

Net Income

-$9,261

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2017: $9,400Liabilities 2017: $0Net Assets 2017: $9,4002017Assets 2018: $13,726Liabilities 2018: $0Net Assets 2018: $13,7262018

Highlighted filing

2017

Assets$9,400
Liabilities$0
Net Assets$9,400

Operations Trend

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

$100K$50K$0-$50KRevenue 2017: $62,530Expenses 2017: $71,791Net Income 2017: -$9,2612017Revenue 2018: $52,068Expenses 2018: $47,742Net Income 2018: $4,3262018

Highlighted filing

2017

Revenue$62,530
Expenses$71,791
Net Income-$9,261
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$70,663
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

DescriptionGrantsExpenses
SCHOOL IMPROVEMENT AND TECHNOLOGY-$26,010
SUPPORT CULTURAL, SOCIAL, AND EMOTIONAL NEEDS OF STUDENTS-$13,614
TEACHER AND STAFF APPRECIATION-$2,930
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY BETH CRISTINZIANOPresidentPT$0--
GINA VITRANOTreasurer-$0--
CAROLINE MCCLINTOCKSecretary-$0--
MARGARET NOBLESVP Of CommunPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yankee Candle F$49,590$49,590$315$49,275
Bookfair$6,337$6,337$6,599$-262
Total Events$55,927$55,927$7,364$48,563
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
Mary Beth Cristinziano
Title
President
Signed
2017-11-01
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 63 total 63

Form 990-ez, Part I, Line 16

Yankee candle fundraiser cost of goods sold 24,636 expenses bonding 355 academic/student recog 1,519 beautification 348 cultural arts 2,450 8th grade dance 1,636 8th grade awards 700 spirit night expenses 1,500 box top expenses 133 teach apprec/hospitality 2,717 membership committee 458 national and state dues 1,544 programs 2,000 student agendas 3,697 school imp/technology 25,662 teacher of the year 213 wakefield way 112 miscellaneous exp 171 total 69,851

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.

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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/OtherRevenueTotalAmt063
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IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER AND STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL IMPROVEMENT AND TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013614
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12930
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt226010
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SALES TAX REFUNDS 63 TOTAL 63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YANKEE CANDLE FUNDRAISER COST OF GOODS SOLD 24,636 EXPENSES BONDING 355 ACADEMIC/STUDENT RECOG 1,519 BEAUTIFICATION 348 CULTURAL ARTS 2,450 8TH GRADE DANCE 1,636 8TH GRADE AWARDS 700 SPIRIT NIGHT EXPENSES 1,500 BOX TOP EXPENSES 133 TEACH APPREC/HOSPITALITY 2,717 MEMBERSHIP COMMITTEE 458 NATIONAL AND STATE DUES 1,544 PROGRAMS 2,000 STUDENT AGENDAS 3,697 SCHOOL IMP/TECHNOLOGY 25,662 TEACHER OF THE YEAR 213 WAKEFIELD WAY 112 MISCELLANEOUS EXP 171 TOTAL 69,851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY BETH CRISTINZIANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAKEFIELD MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
ReturnHeader/Filer/EIN0562207122
ReturnHeader/Filer/PhoneNum09195623500
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ReturnHeader/Filer/USAddress/CityNm0RALEIGH
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561952467
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MITCHELL & NEMITZ PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012324 HAMPTON WAY DR STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAKE FOREST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275876543
ReturnHeader/PreparerPersonGrp/PhoneNum09195569500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIRIAM L WATERS CPA
ReturnHeader/ReturnTs02017-11-08T14:35:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings