Civic Intelligence

Wakefield High School Ptsa

EIN 56-2207199 • 501(c)3 • Raleigh, NC

Profile

Promote involvement of parents, students and faculty

2200 Wakefield Pines DriveRaleigh, NC 27614

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

43rd percentile

-0.7%

Higher net margin than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

51st percentile

-0.7%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

50th percentile

-0.6%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$49,727

Down $359 (-0.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$49,727

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin43rd percentile

Revenue

Down

$48,433

Down $301 (-0.6%) from 2024

Expenses

Down

$48,792

Down $18,631 (-28%) from 2024

Net Income

Up

-$359

Up $18,330 (+98%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0-$20KAssets 2013: $2,150Liabilities 2013: -$9,4332013Assets 2014: $6,525Liabilities 2014: $02014Assets 2015: $21,851Net Assets 2015: $21,8512015Assets 2016: $29,836Net Assets 2016: $29,8362016Assets 2017: $31,845Net Assets 2017: $31,8452017Assets 2018: $25,972Net Assets 2018: $25,9722018Assets 2019: $20,291Net Assets 2019: $20,2912019Assets 2020: $41,445Liabilities 2020: $02020Assets 2023: $68,775Liabilities 2023: $0Net Assets 2023: $68,7752023Assets 2024: $50,086Liabilities 2024: $02024Assets 2025: $49,727Liabilities 2025: $0Net Assets 2025: $49,7272025

Highlighted filing

2025

Assets$49,727
Liabilities$0
Net Assets$49,727
Open 2025 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $46,657Expenses 2013: $48,668Net Income 2013: -$2,0112013Revenue 2014: $49,209Expenses 2014: $44,835Net Income 2014: $4,3742014Revenue 2015: $50,261Expenses 2015: $34,935Net Income 2015: $15,3262015Revenue 2016: $48,248Expenses 2016: $40,263Net Income 2016: $7,9852016Revenue 2017: $43,460Expenses 2017: $41,447Net Income 2017: $2,0132017Revenue 2018: $44,627Expenses 2018: $50,500Net Income 2018: -$5,8732018Revenue 2019: $52,555Expenses 2019: $58,236Net Income 2019: -$5,6812019Revenue 2020: $51,700Expenses 2020: $30,545Net Income 2020: $21,1552020Revenue 2023: $49,242Expenses 2023: $29,410Net Income 2023: $19,8322023Revenue 2024: $48,734Expenses 2024: $67,423Net Income 2024: -$18,6892024Revenue 2025: $48,433Expenses 2025: $48,792Net Income 2025: -$3592025

Highlighted filing

2025

Revenue$48,433
Expenses$48,792
Net Income-$359
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,727
Liabilities
$0
Net assets
$49,727
Revenue
$48,433
Expenses
$48,792
Net income
-$359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$49.7$0.00$49.7$48.4$48.8$0.36
2024Summary only. Only limited summary data is available for this year.$50.1$0.00$48.7$67.4$18.7
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.8$0.00$68.8$49.2$29.4$19.8
2020Summary only. Only limited summary data is available for this year.$41.4$0.00$51.7$30.5$21.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.3$20.3$52.6$58.2$5.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$26.0$44.6$50.5$5.87
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$31.8$43.5$41.4$2.01
2016Detailed filing. Detailed filing data is available for this year.$29.8$29.8$48.2$40.3$7.99
2015Detailed filing. Detailed filing data is available for this year.$21.9$21.9$50.3$34.9$15.3
2014Summary only. Only limited summary data is available for this year.$6.53$0.00$49.2$44.8$4.37
2013Summary only. Only limited summary data is available for this year.$2.15$9.43$46.7$48.7$2.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$55,670
Mission and Program Overview

Mission

Promote involvement of parents, students and faculty

The primary purpose of the Wakefield High School PTSA is to raise funds to provide resources to the students and staff and promote communications and education between the students, families, teachers and leaders of the school

Program Services

DescriptionGrantsExpenses
School improvements including new Media Center Furniture, Die Cut Equipment and technology support$0$17,609
Recognize senior students in the areas of Academic, Activities and Service, Community College, Art and First Generation Scholarships of $1,000 each.$0$9,000
Provide teacher and staff grants to aid in the department and classrooms at the school: CTE Equipment, production equipment, art department support, club support and technology.$0$5,004
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EmilyPresidentPT$0--
David ScottTreasurerPT$0--
Rosemary RosVP CommunicationsPT$0--
Susan NorrisSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mistletoe Market$51,774$51,774$7,237$44,537
Total Events$51,774$51,774$7,237$44,537
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-2207199
Phone
9195623600
Address
2200 Wakefield Pines Drive, Raleigh, NC 27614

Signing Officer

Name
Susan Norris
Title
Treasurer
Phone
9787939898
Signed
2025-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Supplies Expense;985|Web Fees;54|Insurance;560|Staff Hospitality Events;2106|Staff Welcome Back Breakfast;2173|Staff Appreciation Week;3946|Financial Literacy Lunch;798|Membership Dues to National and State;1340|Honor Roll Celebration LOK;3602|Wolverine of Week Celebration;1329|TOY Bamquet;286|Teacher Grants;5004|School Improvements;17609|Senior Scholarships;9000^Total;48792^”

Raw XML Appendix180 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Susan Norris
IRS990EZ/BooksInCareOfDetail/PhoneNum09195623600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02200 Wakefield Pines Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Raleigh
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050086
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049727
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01446
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-359
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050086
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049727
IRS990EZ/FundraisingGrossIncomeAmt051774
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt055670
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02450
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050086
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049727
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050086
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049727
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Emily
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Scott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rosemary Ros
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Susan Norris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt048792
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The primary purpose of the Wakefield High School PTSA is to raise funds to provide resources to the students and staff and promote communications and education between the students, families, teachers and leaders of the school
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Recognize senior students in the areas of Academic, Activities and Service, Community College, Art and First Generation Scholarships of $1,000 each.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide teacher and staff grants to aid in the department and classrooms at the school: CTE Equipment, production equipment, art department support, club support and technology.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School improvements including new Media Center Furniture, Die Cut Equipment and technology support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15004
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt217609
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt07237
IRS990EZ/SpecialEventsNetIncomeLossAmt044537
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt048792
IRS990EZ/TotalProgramServiceExpensesAmt031613
IRS990EZ/TotalRevenueAmt048433
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://www.wakefieldhsptsa.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Community Sponsor Contribution Wells Dentistry Various Individual member cash donations
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 1
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03207
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04653
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportTotal170Amt04653
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01446
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03207
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04653
IRS990ScheduleA/TotalSupportAmt04653
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07237
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Mistletoe Market
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051774
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051774
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051774
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051774
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044537
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07237
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07237
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Supplies Expense;985|Web Fees;54|Insurance;560|Staff Hospitality Events;2106|Staff Welcome Back Breakfast;2173|Staff Appreciation Week;3946|Financial Literacy Lunch;798|Membership Dues to National and State;1340|Honor Roll Celebration LOK;3602|Wolverine of Week Celebration;1329|TOY Bamquet;286|Teacher Grants;5004|School Improvements;17609|Senior Scholarships;9000^Total;48792^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Norris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09787939898
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0562207199
ReturnHeader/Filer/PhoneNum09195623600
ReturnHeader/Filer/USAddress/AddressLine1Txt02200 Wakefield Pines Drive
ReturnHeader/Filer/USAddress/CityNm0Raleigh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027614
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-14T09:29:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits