Civic Intelligence

Wakefield High School Ptsa

990EZ • Fiscal year 2020 • EIN 56-2207199

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 23, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

85th percentile

41%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

88th percentile

104%

Faster asset growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

-1.6%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$41,445

Flat from 2020

Net Assets

$41,445

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Flat

$51,700

Flat from 2020

Expenses

Flat

$30,545

Flat from 2020

Net Income

Flat

$21,155

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth88th 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: $41,445Net Assets 2020: $41,4452020Assets 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

2020

Assets$41,445
Liabilities-
Net Assets$41,445
Open 2020 Filing

Operations Trend

Revenue Growth62nd 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 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

2020

Revenue$51,700
Expenses$30,545
Net Income$21,155
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 23, 2020
Return Version
2019v5.0
Gross Receipts
$58,284
Mission and Program Overview

Mission

Promote involvement of parents, students and faculty

Program Services

DescriptionGrantsExpenses
STUDENT PROGRAMS-$17,754
STAFF RECOGNITION-$9,187
ADMINISTRATIVE EXPENSES-$1,670
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mistletoe Marke$49,787$49,787$6,584$43,203
Total Events$49,787$49,787$6,584$43,203
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
2020-09-23
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 2,142 total 2,142”

Form 990-ez, Part I, Line 16

“Expenses office 343 whs media center thinkpads 8,510 webhosting/domain fees 436 insurance 560 student recognition/aim 72 scholarships 9,000 character ed/pbis/pride 108 teacher/dept grants 2,092 teacher of the year 212 membership dues - org 1,670 wakefield strong 1,385 lamp of knowledge 2,269 teacher/staff appreciatio 3,229 8+ program 64 total 29,950”

Raw XML Appendix161 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/PersonNm0BARBARA BOWERS
IRS990EZ/BooksInCareOfDetail/PhoneNum09195623600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02200 WAKEFIELD PINES DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020290
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041445
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02210
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021155
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0595
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020290
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041445
IRS990EZ/FundraisingGrossIncomeAmt049787
IRS990EZ/GrossReceiptsAmt058284
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03066
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020290
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041445
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020290
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041445
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN NAPOLITANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHERYL SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROSEMARY ROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATE FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RHONDA PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARBARA BOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MALIK BAZZELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HONORARY BOA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029950
IRS990EZ/OtherRevenueTotalAmt02142
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE INVOLVEMENT OF PARENTS, STUDENTS AND FACULTY
IRS990EZ/ProgramServiceRevenueAmt01079
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF RECOGNITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ADMINISTRATIVE EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017754
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19187
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21670
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06584
IRS990EZ/SpecialEventsNetIncomeLossAmt043203
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030545
IRS990EZ/TotalProgramServiceExpensesAmt028611
IRS990EZ/TotalRevenueAmt051700
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01947
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt043460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt048248
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt096738
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0163654
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt096738
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0873
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01947
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt043460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt048248
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt096738
IRS990ScheduleA/TotalSupportAmt096738
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06584
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MISTLETOE MARKE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049787
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049787
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049787
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049787
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043203
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06584
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 16, EXPENSES INCLUDE ADMINISTRATIVE AND OFFICE SUPPLIES, DUES, AND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER REVENUE 2,142 TOTAL 2,142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 343 WHS MEDIA CENTER THINKPADS 8,510 WEBHOSTING/DOMAIN FEES 436 INSURANCE 560 STUDENT RECOGNITION/AIM 72 SCHOLARSHIPS 9,000 CHARACTER ED/PBIS/PRIDE 108 TEACHER/DEPT GRANTS 2,092 TEACHER OF THE YEAR 212 MEMBERSHIP DUES - ORG 1,670 WAKEFIELD STRONG 1,385 LAMP OF KNOWLEDGE 2,269 TEACHER/STAFF APPRECIATIO 3,229 8+ PROGRAM 64 TOTAL 29,950
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA BOWERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195623600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-23
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/FilingSecurityInformation/AtSubmissionCreationDeviceId056E76B99AF7A1806AC2D81FF543262868023958E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0111A742576ACD282DCEBA27F436B494BF69ABAE1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.172.251.118
ReturnHeader/FilingSecurityInformation/IPDt02020-09-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:03:20
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/PreparationDt02020-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIRIAM L WATERS CPA
ReturnHeader/ReturnTs02020-09-29T12:03:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,445
Liabilities
-
Net assets
$41,445
Revenue
$51,700
Expenses
$30,545
Net income
$21,155
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
2020Detailed filing. Detailed filing data is available for this year.$41.4$41.4$51.7$30.5$21.2
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