Civic Intelligence

Wintergreen Primary School PTA

990EZ • Fiscal year 2021 • EIN 56-2210510

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 19, 2021

Organization Profilewww.wintergreenpta.com
4710 County Home RoadGreenville, NC 27858

(828) 446-6966

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$99,177

Up $94,189 (+1888%) from 2015

Net Assets

Up

$99,177

Up $94,189 (+1888%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Up

$56,817

Up $34,760 (+158%) from 2015

Expenses

Down

$10,247

Down $11,766 (-53%) from 2015

Net Income

Up

$46,570

Up $46,526 (+105741%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2021

Assets$99,177
Liabilities-
Net Assets$99,177
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue$56,817
Expenses$10,247
Net Income$46,570
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 19, 2021
Return Version
2020v4.0
Gross Receipts
$70,732
Mission and Program Overview

Mission

To raise money to support Wintergreen Primary School classrooms

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 two fundraisers to complete the funding for a multi-fiscal year project of building a playground at the school and to provide other support to the teachers and administration at Wintergreen Primary School in Greenville, North Carolina.$10,247-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim BrownPresidentPT$0--
Jennifer MatthewsVice President-$0--
Mildred DanielsSecretary-$0--
Brittany SigmonTreasurerPT$0--
Alex GainesDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$67,702$67,702$13,915$53,787
Total Events$67,702$67,702$13,915$53,787
Filing and Contact Details

Filer

Filer Name
Wintergreen Primary School PTA
EIN
56-2210510
Phone
8284466966
Address
4710 County Home Road, Greenville, NC 27858

Signing Officer

Name
Brittany Sigmon
Title
Treasurer
Signed
2021-11-19
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.1012

“Insurance $215”

Other Expenses.1

“Hospitality $5241”

Other Expenses.2

“Teacher Supplies $1637”

Other Expenses.3

“Special Events $1000”

Other Expenses.4

“Dues - NC & National PTA $896”

Other Expenses.5

“T-Shirts $844”

Other Expenses.6

“Supplies $226”

Other Expenses.7

“Website $108”

Other Expenses.8

“Yearbooks $80”

Other Assets.1004

“Miscellaneous - Beginning $0 Miscellaneous - Ending $32020”

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Greenville
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Alex Gaines
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt032020
IRS990EZ/OtherExpensesTotalAmt010247
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt01328
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010247
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt013915
IRS990EZ/SpecialEventsNetIncomeLossAmt053787
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010247
IRS990EZ/TotalProgramServiceExpensesAmt010247
IRS990EZ/TotalRevenueAmt056817
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.wintergreenpta.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01702
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01702
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01328
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt070732
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070732
IRS990ScheduleA/Total509Grp/TotalAmt070732
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070732
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt070732
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt067702
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067702
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt053787
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013915
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Hospitality $5241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Supplies $1637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Special Events $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues - NC & National PTA $896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5T-Shirts $844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Website $108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Yearbooks $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Miscellaneous - Beginning $0 Miscellaneous - Ending $32020
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Brittany Sigmon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wintergreen Primary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0WINT
ReturnHeader/Filer/EIN0562210510
ReturnHeader/Filer/PhoneNum08284466966
ReturnHeader/Filer/USAddress/AddressLine1Txt04710 County Home Road
ReturnHeader/Filer/USAddress/CityNm0Greenville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027858
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/ReturnTs02021-11-19T09:24:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brittany
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sigmon
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,177
Liabilities
-
Net assets
$99,177
Revenue
$56,817
Expenses
$10,247
Net income
$46,570
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