Civic Intelligence

Wakefield High School Ptsa

990EZ • Fiscal year 2019 • EIN 56-2207199

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 04, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$20,291

Down $5,681 (-22%) from 2018

Net Assets

Down

$20,291

Down $5,681 (-22%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$52,555

Up $7,928 (+18%) from 2018

Expenses

Up

$58,236

Up $7,736 (+15%) from 2018

Net Income

Up

-$5,681

Up $192 (+3.3%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$20,291
Liabilities-
Net Assets$20,291

Operations Trend

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

2019

Revenue$52,555
Expenses$58,236
Net Income-$5,681
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$59,563
Mission and Program Overview

Mission

Promote involvement of parents, students and faculty

Program Services

DescriptionGrantsExpenses
STUDENT PROGRAMS-$29,868
STAFF RECOGNITION-$25,140
ADMINISTRATIVE EXPENSES-$1,606
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERYL SIMPSONVP Programs-$0--
SUSAN NAPOLITANOPresidentPT$0--
KATE FOXVP Membershi-$0--
DOROTHY CORRIGANFaculty Liai-$0--
CHERYL LESHNOCKFaculty Liai-$0--
ROSEMARY ROSVP Communica-$0--
RHONDA PARKERSecretary-$0--
BARBARA BOWERSTreasurerPT$0--
SHARON WILSONAdvocacy-$0--
MALIK BAZZELLHonorary Boa-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mistletoe Marke$53,621$53,621$7,008$46,613
Total Events$53,621$53,621$7,008$46,613
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
Barbara Bowers
Title
Treasurer
Phone
9195623600
Signed
2019-11-04
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 8

Other revenue 1,319 total 1,319

Form 990-ez, Part I, Line 16

Expenses office 416 whs media center thinkpads 14,937 webhosting/domain fees 71 insurance 560 student recognition/aim 494 scholarships 8,007 character ed/pbis/pride 2,185 beautification 796 hospitality 78 teacher/dept grants 7,528 wakefield way awards 5,888 teacher of the year 164 membership dues - org 1,556 council dues 50 wakefield strong 1,825 lamp of knowledge 1,259 new educ opportunities 813 special programs 1,389 cultural arts 88 honor roll 1,081 teacher/staff appreciatio 8,476 total 57,661

Raw XML Appendix173 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/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHERYL SIMPSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATE FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOROTHY CORRIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHERYL LESHNOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROSEMARY ROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RHONDA PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BARBARA BOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SHARON WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MALIK BAZZELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FACULTY LIAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FACULTY LIAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8ADVOCACY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HONORARY BOA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057661
IRS990EZ/OtherRevenueTotalAmt01319
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt0935
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt046613
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt043460
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt050261
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0873
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt043460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt048248
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050261
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0144789
IRS990ScheduleA/TotalSupportAmt0144789
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07008
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MISTLETOE MARKE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053621
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053621
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053621
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046613
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07008
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 16, EXPENSES INCLUDE ADMINISTRATIVE AND OFFICE SUPPLIES, DUES, AND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER REVENUE 1,319 TOTAL 1,319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 416 WHS MEDIA CENTER THINKPADS 14,937 WEBHOSTING/DOMAIN FEES 71 INSURANCE 560 STUDENT RECOGNITION/AIM 494 SCHOLARSHIPS 8,007 CHARACTER ED/PBIS/PRIDE 2,185 BEAUTIFICATION 796 HOSPITALITY 78 TEACHER/DEPT GRANTS 7,528 WAKEFIELD WAY AWARDS 5,888 TEACHER OF THE YEAR 164 MEMBERSHIP DUES - ORG 1,556 COUNCIL DUES 50 WAKEFIELD STRONG 1,825 LAMP OF KNOWLEDGE 1,259 NEW EDUC OPPORTUNITIES 813 SPECIAL PROGRAMS 1,389 CULTURAL ARTS 88 HONOR ROLL 1,081 TEACHER/STAFF APPRECIATIO 8,476 TOTAL 57,661
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA BOWERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195623600
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.172.251.118
ReturnHeader/FilingSecurityInformation/IPDt02019-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:20:15
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/PreparationDt02019-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIRIAM L WATERS CPA
ReturnHeader/ReturnTs02019-11-08T11:20:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings