Civic Intelligence

Wintergreen Primary School PTA

990EZ • Fiscal year 2023 • EIN 56-2210510

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 17, 2023

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

(252) 353-5270

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

79th percentile

30%

Faster asset growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-19%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$205,258

Up $47,736 (+30%) from 2022

Net Assets

Up

$205,258

Up $47,736 (+30%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Down

$63,587

Down $14,729 (-19%) from 2022

Expenses

Down

$15,851

Down $4,120 (-21%) from 2022

Net Income

Down

$47,736

Down $10,609 (-18%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

2023

Assets$205,258
Liabilities-
Net Assets$205,258
Open 2023 Filing

Operations Trend

Revenue Growth26th percentile

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

2023

Revenue$63,587
Expenses$15,851
Net Income$47,736
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 17, 2023
Return Version
2022v5.0
Gross Receipts
$89,473
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 various fundraisers to purchase Smart Panels for the school and to provide other support to the teachers and administrators at Wintergreen Primary School in Greenville, North Carolina.-$41,006
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca WadePresidentPT$0--
Jennifer MatthewsVice President-$0--
Dana LopezVice President-$0--
Ashley CarneySecretary-$0--
Alexandria GainesTreasurerPT$0--
Jessie SheltonDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$83,274$83,274$25,886$57,388
Total Events$83,274$83,274$25,886$57,388
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
Alexandria Gaines
Title
Treasurer
Signed
2023-10-17
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 $6284”

Other Expenses.2

“Student Enrichment $3462”

Other Expenses.3

“Special Events $1757”

Other Expenses.4

“Dues - NC & National PTA $1489”

Other Expenses.5

“Teacher Supplies $1193”

Other Expenses.6

“T-Shirts $480”

Other Expenses.7

“Supplies $456”

Other Assets.1004

“Miscellaneous - Beginning $147174 Miscellaneous - Ending $190661”

Raw XML Appendix183 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/PersonNm0Alexandria Gaines Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum02523535270
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04710 County Home Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Greenville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027858
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010348
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014597
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03470
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt047736
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0515
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0157522
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0205258
IRS990EZ/FundraisingGrossIncomeAmt083274
IRS990EZ/GrossReceiptsAmt089473
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0157522
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0205258
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0157522
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0205258
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rebecca Wade
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Matthews
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dana Lopez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ashley Carney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Alexandria Gaines
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jessie Shelton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0147174
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0190661
IRS990EZ/OtherExpensesTotalAmt015336
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramServiceRevenueAmt02729
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Organization held various fundraisers to purchase Smart Panels for the school and to provide other support to the teachers and administrators at Wintergreen Primary School in Greenville, North Carolina.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041006
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025886
IRS990EZ/SpecialEventsNetIncomeLossAmt057388
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015851
IRS990EZ/TotalProgramServiceExpensesAmt041006
IRS990EZ/TotalRevenueAmt063587
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.wintergreenpta.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01828
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01702
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt086003
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0108546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0263579
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0270579
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt089473
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0110374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070732
IRS990ScheduleA/Total509Grp/TotalAmt0270579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0110374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070732
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0270579
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025886
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Various Events
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt083274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt083274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083274
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057388
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025886
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Hospitality $6284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Enrichment $3462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Special Events $1757
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues - NC & National PTA $1489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Supplies $1193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6T-Shirts $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies $456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous - Beginning $147174 Miscellaneous - Ending $190661
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1004
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alexandria Gaines
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-17
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/ReturnTs02023-10-18T09:51:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Alexandria
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gaines
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,258
Liabilities
-
Net assets
$205,258
Revenue
$63,587
Expenses
$15,851
Net income
$47,736
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