Civic Intelligence

Wintergreen Primary School PTA

990EZ • Fiscal year 2015 • EIN 56-2210510

Jul 01, 2014 to Jun 30, 2015 • Filed on May 15, 2016

4710 Wintergreen Primary PTAGreenville, NC 27858

(252) 353-5270

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

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

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.

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

Asset Growth

49th percentile

0.9%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

46th percentile

-1.2%

Faster revenue growth than 46% of similar nonprofits.

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

Assets

Up

$4,988

Up $44 (+0.9%) from 2014

Net Assets

$4,988

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$22,057

Down $277 (-1.2%) from 2014

Expenses

Down

$22,013

Down $1,454 (-6.2%) from 2014

Net Income

Up

$44

Up $1,177 (+104%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$4,988
Liabilities$0
Net Assets$4,988

Operations Trend

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

2015

Revenue$22,057
Expenses$22,013
Net Income$44
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 15, 2016
Return Version
2014v6.0
Gross Receipts
$39,908
Mission and Program Overview

Mission

To raise money to support Wintergreen Primary School classrooms

Program Services

DescriptionGrantsExpenses
PURCHASE OF CHROMEBOOKS FOR CLASSROOMS$7,952$0
PURCHASE OF LIBRARY BOOKS$4,500$0
PURCHASE OF TERRIFIC KID PIN AWARDS$1,446$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOY KIEFFERTreasurerFT$0--
STACEY PERRYPresidentFT$0--
Johanna ModlinSecretartFT$0--
Leigh DashVice PresidentFT$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-2210510
Phone
2523535270
Address
4710 Wintergreen Primary PTA, Greenville, NC 27858

Signing Officer

Name
Jeannette Bailey
Title
Treasurer
Phone
2524320796
Signed
2016-05-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Activity Classification: Awards Grantee Name: Wintergreen Primary School Grantee Address: 2710 County Home RD Greenville, NC 27858 Grantee Relationship: School Property Description: Awards and Pins Method used to determine Book Value: Cost Method used to determine FMV: Cost Amount Given: 1445.57 Activity Classification: Technology Grantee Name: Wintergreen Primary School Grantee Address:2710 County Home RD Greenville, NC 27858 Grantee Relationship: School Property Description: Chromebooks for classrooms Method used to determine Book Value: Cost Method used to determine FMV: Cost Amount Given: 7951.87 Activity Classification: School Grant Grantee Name: Wintergreen Primary School Grantee Address: 2710 County Home RD Greenville, NC 27858 Grantee Relationship: School Property Description: Check for Library Books Method used to determine Book Value: Cost Method used to determine FMV: Cost Amount Given: 4500.00

Form 990-EZ, Part I, Line 16

Insurance Fees: 215.00 Staff Appreciation/Hospitality: 4680.12 Dues: 964.00 Office Supplies: 907.36 Bank Fees: 59.00

Raw XML Appendix172 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum02523535270
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04710 Wintergreen Primary PTA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Greenville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027858
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IRS990EZ/GrossSalesOfInventoryAmt037750
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOY KIEFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STACEY PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Johanna Modlin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Leigh Dash
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06825
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To raise money to support Wintergreen Primary School classrooms
IRS990EZ/PrintingPublicationsPostageAmt0406
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PURCHASE OF TERRIFIC KID PIN AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PURCHASE OF CHROMEBOOKS FOR CLASSROOMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PURCHASE OF LIBRARY BOOKS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01446
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17952
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022013
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt022057
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0wintergreenptas.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01583
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01668
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01995
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02473
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09607
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt037660
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt076310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt059433
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0300110
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039243
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078305
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0300110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Awards Grantee Name: Wintergreen Primary School Grantee Address: 2710 County Home RD Greenville, NC 27858 Grantee Relationship: School Property Description: Awards and Pins Method used to determine Book Value: Cost Method used to determine FMV: Cost Amount Given: 1445.57 Activity Classification: Technology Grantee Name: Wintergreen Primary School Grantee Address:2710 County Home RD Greenville, NC 27858 Grantee Relationship: School Property Description: Chromebooks for classrooms Method used to determine Book Value: Cost Method used to determine FMV: Cost Amount Given: 7951.87 Activity Classification: School Grant Grantee Name: Wintergreen Primary School Grantee Address: 2710 County Home RD Greenville, NC 27858 Grantee Relationship: School Property Description: Check for Library Books Method used to determine Book Value: Cost Method used to determine FMV: Cost Amount Given: 4500.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance Fees: 215.00 Staff Appreciation/Hospitality: 4680.12 Dues: 964.00 Office Supplies: 907.36 Bank Fees: 59.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0ADDITIONAL TIME WAS NEEDED TO RECONCILE THE BOOKS.
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeannette Bailey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02524320796
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0562210510
ReturnHeader/Filer/PhoneNum02523535270
ReturnHeader/Filer/USAddress/AddressLine1Txt04710 Wintergreen Primary PTA
ReturnHeader/Filer/USAddress/CityNm0Greenville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027858
ReturnHeader/ReturnTs02016-05-16T20:35:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings