Civic Intelligence

Wintergreen Primary School PTA

EIN 56-2210510 • 501(c)3 • Greenville, NC

Profile

The Organization's mission is "Making every child's potential a reality". Its Vision is to be a powerful voice for all children, to be a relevant resource for families and communities, and to be a strong advocate for the education and well-being of every child.The Organization's Values are Collaboration, Commitment, Accountability, Respect, Inclusivity, and Integrity.

4710 County Home RoadGreenville, NC 27858

www.wintergreenpta.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

68th percentile

9.9%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

28th percentile

-28%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$262,186

Up $23,683 (+9.9%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$262,186

Up $23,683 (+9.9%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Down

$43,303

Down $17,206 (-28%) from 2024

Expenses

Down

$19,620

Down $7,644 (-28%) from 2024

Net Income

Down

$23,683

Down $9,562 (-29%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$300K$200K$100K$0Assets 2011: $6,292Liabilities 2011: $02011Assets 2012: $7,090Liabilities 2012: $02012Assets 2013: $6,077Liabilities 2013: $02013Assets 2014: $4,944Liabilities 2014: $02014Assets 2015: $4,988Liabilities 2015: $0Net Assets 2015: $4,9882015Assets 2021: $99,177Net Assets 2021: $99,1772021Assets 2022: $157,522Net Assets 2022: $157,5222022Assets 2023: $205,258Net Assets 2023: $205,2582023Assets 2024: $238,503Net Assets 2024: $238,5032024Assets 2025: $262,186Net Assets 2025: $262,1862025

Highlighted filing

2025

Assets$262,186
Liabilities-
Net Assets$262,186
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

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

$100K$50K$0-$50KRevenue 2011: $15,848Expenses 2011: $21,954Net Income 2011: -$6,1062011Revenue 2012: $24,217Expenses 2012: $23,419Net Income 2012: $7982012Revenue 2013: $28,235Expenses 2013: $29,248Net Income 2013: -$1,0132013Revenue 2014: $22,334Expenses 2014: $23,467Net Income 2014: -$1,1332014Revenue 2015: $22,057Expenses 2015: $22,013Net Income 2015: $442015Revenue 2021: $56,817Expenses 2021: $10,247Net Income 2021: $46,5702021Revenue 2022: $78,316Expenses 2022: $19,971Net Income 2022: $58,3452022Revenue 2023: $63,587Expenses 2023: $15,851Net Income 2023: $47,7362023Revenue 2024: $60,509Expenses 2024: $27,264Net Income 2024: $33,2452024Revenue 2025: $43,303Expenses 2025: $19,620Net Income 2025: $23,6832025

Highlighted filing

2025

Revenue$43,303
Expenses$19,620
Net Income$23,683
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$262,186
Liabilities
-
Net assets
$262,186
Revenue
$43,303
Expenses
$19,620
Net income
$23,683
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.62$2.62$0.43$0.20$0.24
2024Detailed filing. Detailed filing data is available for this year.$2.39$2.39$0.61$0.27$0.33
2023Detailed filing. Detailed filing data is available for this year.$2.05$2.05$0.64$0.16$0.48
2022Detailed filing. Detailed filing data is available for this year.$1.58$1.58$0.78$0.20$0.58
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.57$0.10$0.47
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.22$0.22$0.00
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$0.22$0.23$0.01
2013Summary only. Only limited summary data is available for this year.$0.06$0.00$0.28$0.29$0.01
2012Summary only. Only limited summary data is available for this year.$0.07$0.00$0.24$0.23$0.01
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.16$0.22$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 28, 2025
Return Version
2024v5.2
Gross Receipts
$47,015
Mission and Program Overview

Mission

The Organization's mission is "Making every child's potential a reality". Its Vision is to be a powerful voice for all children, to be a relevant resource for families and communities, and to be a strong advocate for the education and well-being of every child.The Organization's Values are Collaboration, Commitment, Accountability, Respect, Inclusivity, and Integrity.

Program Services

DescriptionGrantsExpenses
The Organization held various fundraisers to purchase digital signage for the school and to provide other support to the teachers and administrators at Wintergreen Primary School in Greenville, North Carolina.-$22,832
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca WadePresidentPT$0--
Jennifer MatthewsVice President-$0--
Dana LopezTreasurerPT$0--
Katelin KoernerSecretary-$0--
Alexandria GainesDirector-$0--
Amanda HessertDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$43,318$43,318$3,712$39,606
Total Events$43,318$43,318$3,712$39,606
Filing and Contact Details

Filer

Filer Name
Wintergreen Primary School PTA
EIN
56-2210510
Phone
2523535270
Address
4710 County Home Road, Greenville, NC 27858

Signing Officer

Name
Dana Lopez
Title
Treasurer
Signed
2025-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Alex Pappas CPA PA
Address
502-C Red Banks Rd, Greenville, NC 27858
Preparer
Alexander T Pappas CPA
Phone
2522274111
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $127”

Other Expenses.1012

“Insurance $215”

Other Expenses.1

“Hospitality $7498”

Other Expenses.2

“Student Enrichment $7372”

Other Expenses.3

“Dues - NC & National PTA $1825”

Other Expenses.4

“Teacher Supplies $1816”

Other Expenses.5

“Supplies $267”

Other Assets.1004

“Miscellaneous - Beginning $198005 Miscellaneous - Ending $219103”

Raw XML Appendix182 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0198005
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0219103
IRS990EZ/OtherExpensesTotalAmt019120
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt039606
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043318
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Hospitality $7498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Student Enrichment $7372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues - NC & National PTA $1825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Supplies $1816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $267
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dana Lopez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wintergreen Primary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0WINT
ReturnHeader/Filer/EIN0562210510
ReturnHeader/Filer/PhoneNum02523535270
ReturnHeader/Filer/USAddress/AddressLine1Txt04710 County Home Road
ReturnHeader/Filer/USAddress/CityNm0Greenville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027858
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815235587
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alex Pappas CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0502-C Red Banks Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027858
ReturnHeader/PreparerPersonGrp/PhoneNum02522274111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexander T Pappas CPA
ReturnHeader/ReturnTs02025-08-29T09:50:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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