Civic Intelligence

Wakefield High School Ptsa

990EZ • Fiscal year 2016 • EIN 56-2207199

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 01, 2016

Organization ProfileN/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.

Liabilities / Assets

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

80th percentile

37%

Faster asset growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

42nd percentile

-4.0%

Faster revenue growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$29,836

Up $7,985 (+37%) from 2015

Net Assets

Up

$29,836

Up $7,985 (+37%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Down

$48,248

Down $2,013 (-4.0%) from 2015

Expenses

Up

$40,263

Up $5,328 (+15%) from 2015

Net Income

Down

$7,985

Down $7,341 (-48%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$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

2016

Assets$29,836
Liabilities-
Net Assets$29,836
Open 2016 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$48,248
Expenses$40,263
Net Income$7,985
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 1, 2016
Return Version
2015v2.1
Gross Receipts
$55,759
Mission and Program Overview

Mission

Promote involvement of parents, students and faculty

Program Services

DescriptionGrantsExpenses
STUDENT PROGRAMS-$18,981
STAFF RECOGNITION-$16,797
ADMINISTRATIVE EXPENSES-$2,760
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN ROBINSONPresidentPT$0--
MELINDA JONESTreasurerPT$0--
MICHELLE COFIELDVP Programs-$0--
MICHELLE LAIRSecretary-$0--
JOY SPAULDINGMembership-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mistletoe Marke$39,472$39,472$7,511$31,961
Total Events$39,472$39,472$7,511$31,961
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
2016-11-01
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 16, expenses include administrative and office supplies, dues, and”

Form 990-ez, Part I, Line 16

“Expenses student recognition/aim 2,179 scholarships 4,009 character ed/pbis/pride 258 8+ club 706 mid-year graduation 1,320 graduation reception 4,679 hospitality 5,830 teacher appreciation 9,865 wakefield way awards 957 teacher of the year 256 bond/liability insurance 470 membership dues - org 2,101 supplies, admin, bank fee 114 council dues 75 bring your own devise to 3,588 wakefield strong 949 lamp of knowledge 882 new student support 300 total 38,538”

Raw XML Appendix141 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MELINDA JONES
IRS990EZ/BooksInCareOfDetail/PhoneNum09196243344
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02200 WAKEFIELD PINES DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021851
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029836
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07012
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07985
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01725
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021851
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029836
IRS990EZ/FundraisingGrossIncomeAmt039472
IRS990EZ/GrossReceiptsAmt055759
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04657
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021851
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029836
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021851
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029836
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELINDA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE COFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE LAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOY SPAULDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038538
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE INVOLVEMENT OF PARENTS, STUDENTS AND FACULTY
IRS990EZ/ProgramServiceRevenueAmt04618
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF RECOGNITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ADMINISTRATIVE EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018981
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116797
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22760
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07511
IRS990EZ/SpecialEventsNetIncomeLossAmt031961
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040263
IRS990EZ/TotalProgramServiceExpensesAmt038538
IRS990EZ/TotalRevenueAmt048248
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt048248
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt049209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt046658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0194376
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt048747
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0194376
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt048248
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt049209
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt046658
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0194376
IRS990ScheduleA/TotalSupportAmt0194376
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07511
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MISTLETOE MARKE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039472
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031961
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07511
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 16, EXPENSES INCLUDE ADMINISTRATIVE AND OFFICE SUPPLIES, DUES, AND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES STUDENT RECOGNITION/AIM 2,179 SCHOLARSHIPS 4,009 CHARACTER ED/PBIS/PRIDE 258 8+ CLUB 706 MID-YEAR GRADUATION 1,320 GRADUATION RECEPTION 4,679 HOSPITALITY 5,830 TEACHER APPRECIATION 9,865 WAKEFIELD WAY AWARDS 957 TEACHER OF THE YEAR 256 BOND/LIABILITY INSURANCE 470 MEMBERSHIP DUES - ORG 2,101 SUPPLIES, ADMIN, BANK FEE 114 COUNCIL DUES 75 BRING YOUR OWN DEVISE TO 3,588 WAKEFIELD STRONG 949 LAMP OF KNOWLEDGE 882 NEW STUDENT SUPPORT 300 TOTAL 38,538
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELINDA JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195623600
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAKEFIELD HIGH SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
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/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/PreparationDt02016-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIRIAM L WATERS CPA
ReturnHeader/ReturnTs02016-11-08T09:00:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,836
Liabilities
-
Net assets
$29,836
Revenue
$48,248
Expenses
$40,263
Net income
$7,985
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits