Wakefield High School Ptsa

990EZ • Fiscal year 2015 • EIN 56-2207199

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

Organization Profile N/A

2200 Wakefield Pines DriveRaleigh, NC 27614

(919) 562-3600

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

30%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

235%

Faster asset growth than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

2.1%

Faster revenue growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$21,851

Up $15,326 (+235%) from 2014

Net Assets

$21,851

No earlier filing loaded for comparison.

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin84th percentile

Revenue

$50,261

Up $1,052 (+2.1%) from 2014

Expenses

Down

$34,935

Down $9,900 (-22%) from 2014

Net Income

$15,326

Up $10,952 (+250%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

Highlighted filing

2015

Assets$21,851

Liabilities-

Net Assets$21,851

Open 2015 Filing

Operations Trend

Revenue Growth52nd percentile

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

Highlighted filing

2015

Revenue$50,261

Expenses$34,935

Net Income$15,326

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2014 to Jun 30, 2015
Signed: Nov 11, 2015
Return Version: 2014v5.0
Gross Receipts: $56,900

Mission and Program Overview

Mission

Promote involvement of parents, students and faculty

Program Services

Description	Grants	Expenses
STUDENT PROGRAMS	-	$21,441
STAFF RECOGNITION	-	$9,512
ADMINISTRATIVE EXPENSES	-	$3,396

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DEBORA KING	President	PT	$0	-	-
MELINDA JONES	Treasurer	PT	$0	-	-
CHERYL BUCHANAN	VP Programs	-	$0	-	-
LYNN STUCHEL	Secretary	-	$0	-	-
DONNA BLAKELY	Membership	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Mistletoe Marke	$38,364	$38,364	$6,639	$31,725
Total Events	$38,364	$38,364	$6,639	$31,725

Filing and Contact Details

Filer

Filer Name: Wakefield High School Ptsa
EIN: 56-2207199
Phone: 9195623600
Address: 2200 WAKEFIELD PINES DRIVE, RALEIGH, NC 27614

Signing Officer

Name: Melinda Jones
Title: Treasurer
Phone: 9195623600
Signed: 2015-11-11
Discuss with paid preparer: Yes

Preparer

Firm: Mitchell & Nemitz Pa
Address: 12324 HAMPTON WAY DR STE 201, WAKE FOREST, NC 27587-6543
Preparer: Ryan W Nemitz CPA
Phone: 9195569500

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

“Line 16, expenses include administrative and office supplies, dues, and websites; student recognition which includes academic letters, breakfast costs, senior scholarships, and graduation receptions; staff recognition which includes luncheon costs, staff appreciation, departmental grants and year end gifts to the school for improvements and staff continuing education.”

Form 990-ez, Part I, Line 16

“Expenses academic letter/honor 2,696 student recognition/aim 2,041 scholarships 5,416 character ed/pbis/pride 1,572 cultural arts 86 8+ club 1,500 mid-year graduation 1,679 graduation reception 3,503 senior night reception 387 special programs 200 hospitality 2,303 meals 58 teacher appreciation 5,731 wakefield way awards 990 no frills - gifts 2,586 teacher of the year 205 bond/liability insurance 470 membership dues - org 1,582 supplies, admin, bank fee 1,269 council dues 75 total 34,349”

Raw XML Appendix138 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	MELINDA JONES
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	9196243344
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	2200 WAKEFIELD PINES DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	27614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	6525
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	21851
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	14584
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	15326
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	6525
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	21851
IRS990EZ/FundraisingGrossIncomeAmt	0	38364
IRS990EZ/GrossReceiptsAmt	0	56900
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	3952
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	6525
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	21851
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	6525
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	21851
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	DEBORA KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	MELINDA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	CHERYL BUCHANAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	LYNN STUCHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	DONNA BLAKELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	MEMBERSHIP
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	34349
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	PROMOTE INVOLVEMENT OF PARENTS, STUDENTS AND FACULTY
IRS990EZ/PrintingPublicationsPostageAmt	0	586
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	STUDENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	STAFF RECOGNITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	ADMINISTRATIVE EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	21441
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	9512
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	3396
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	6639
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	31725
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	34935
IRS990EZ/TotalProgramServiceExpensesAmt	0	34349
IRS990EZ/TotalRevenueAmt	0	50261
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	50261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	49209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	46658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	146128
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt	0	42316
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY170Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal170Amt	0	146128
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	50261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	49209
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	46658
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	146128
IRS990ScheduleA/TotalSupportAmt	0	146128
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	6639
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	MISTLETOE MARKE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	38364
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	38364
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	38364
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	38364
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	31725
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	6639
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	6639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	LINE 16, EXPENSES INCLUDE ADMINISTRATIVE AND OFFICE SUPPLIES, DUES, AND WEBSITES; STUDENT RECOGNITION WHICH INCLUDES ACADEMIC LETTERS, BREAKFAST COSTS, SENIOR SCHOLARSHIPS, AND GRADUATION RECEPTIONS; STAFF RECOGNITION WHICH INCLUDES LUNCHEON COSTS, STAFF APPRECIATION, DEPARTMENTAL GRANTS AND YEAR END GIFTS TO THE SCHOOL FOR IMPROVEMENTS AND STAFF CONTINUING EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES ACADEMIC LETTER/HONOR 2,696 STUDENT RECOGNITION/AIM 2,041 SCHOLARSHIPS 5,416 CHARACTER ED/PBIS/PRIDE 1,572 CULTURAL ARTS 86 8+ CLUB 1,500 MID-YEAR GRADUATION 1,679 GRADUATION RECEPTION 3,503 SENIOR NIGHT RECEPTION 387 SPECIAL PROGRAMS 200 HOSPITALITY 2,303 MEALS 58 TEACHER APPRECIATION 5,731 WAKEFIELD WAY AWARDS 990 NO FRILLS - GIFTS 2,586 TEACHER OF THE YEAR 205 BOND/LIABILITY INSURANCE 470 MEMBERSHIP DUES - ORG 1,582 SUPPLIES, ADMIN, BANK FEE 1,269 COUNCIL DUES 75 TOTAL 34,349
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS	0	2016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MELINDA JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9195623600
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WAKEFIELD HIGH SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt	0	WAKE
ReturnHeader/Filer/EIN	0	562207199
ReturnHeader/Filer/PhoneNum	0	9195623600
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2200 WAKEFIELD PINES DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	27614
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	2015-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RYAN W NEMITZ CPA
ReturnHeader/ReturnTs	0	2015-11-12T09:41:12-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-07-01
ReturnHeader/TaxPeriodEndDt	0	2015-06-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $21,851
Liabilities: -
Net assets: $21,851
Revenue: $50,261
Expenses: $34,935
Net income: $15,326

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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