Civic Intelligence

Wake Forest Elementary School Foundation

EIN 85-1000777 • 501(c)3 • Wake Forest, NC

Profile

For Educational and Charitable Purposes

406 South Main StreetWake Forest, NC 27587

www.wakeforestesfoundation.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

91st percentile

76%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

54th percentile

1.7%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$66,230

Up $28,547 (+76%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$66,230

Up $28,547 (+76%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin98th percentile

Revenue

Up

$29,905

Up $498 (+1.7%) from 2024

Expenses

Down

$1,357

Down $495 (-27%) from 2024

Net Income

Up

$28,548

Up $993 (+3.6%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$80K$60K$40K$20K$0Assets 2023: $10,828Liabilities 2023: $0Net Assets 2023: $10,8282023Assets 2024: $37,683Liabilities 2024: $0Net Assets 2024: $37,6832024Assets 2025: $66,230Liabilities 2025: $0Net Assets 2025: $66,2302025

Highlighted filing

2025

Assets$66,230
Liabilities$0
Net Assets$66,230
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

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

$30K$20K$10K$0Revenue 2023: $11,680Expenses 2023: $2,285Net Income 2023: $9,3952023Revenue 2024: $29,407Expenses 2024: $1,852Net Income 2024: $27,5552024Revenue 2025: $29,905Expenses 2025: $1,357Net Income 2025: $28,5482025

Highlighted filing

2025

Revenue$29,905
Expenses$1,357
Net Income$28,548
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$66,230
Liabilities
$0
Net assets
$66,230
Revenue
$29,905
Expenses
$1,357
Net income
$28,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$66.2$0.00$66.2$29.9$1.36$28.5
2024Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$29.4$1.85$27.6
2023Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$11.7$2.29$9.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 9, 2025
Return Version
2024v5.0
Gross Receipts
$30,443
Mission and Program Overview

Mission

For Educational and Charitable Purposes

Program Services

DescriptionGrantsExpenses
-Angel Tree Fund; Money was provided to students that could not purchase lunch so they didn't go hungry.$500$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa WinsteadPresident-$0--
Larissa MooreVice President-$0--
Heather LoftonTresurer-$0--
Karen WellsSecretary-$0--
Gerald HayesDirector-$0--
Chell SmithDirector-$0--
Nicole SchwartzDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wake Forest Elementary School Foundation
EIN
85-1000777
Phone
9194174091
Address
406 South Main Street, Wake Forest, NC 27587

Signing Officer

Name
Larissa Moore
Title
Vice-President
Phone
4016780801
Signed
2025-11-09
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Angel Tree Fund. This pays for student lunches, if they do not have funds on their lunch cards, so they do not go hungry.”

Form 990-EZ, Part I, Line 20

“Rounding error”

Raw XML Appendix199 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/BooksInCareOfDetail/PhoneNum09198155927
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0136 W Sycamore Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wake Forest
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027587
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Teresa Winstead
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Larissa Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Heather Lofton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Karen Wells
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Gerald Hayes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Chell Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Nicole Schwartz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Tresurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-1
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0For Educational and Charitable Purposes
IRS990EZ/PrintingPublicationsPostageAmt0602
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0-Angel Tree Fund; Money was provided to students that could not purchase lunch so they didn't go hungry.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
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IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt029905
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.wakeforestesfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt068026
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Angel Tree Fund. This pays for student lunches, if they do not have funds on their lunch cards, so they do not go hungry.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Rounding error
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Larissa Moore
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice-President
ReturnHeader/BusinessOfficerGrp/PhoneNum04016780801
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAKE FOREST ELEMENTARY SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
ReturnHeader/Filer/EIN0851000777
ReturnHeader/Filer/PhoneNum09194174091
ReturnHeader/Filer/USAddress/AddressLine1Txt0406 South Main Street
ReturnHeader/Filer/USAddress/CityNm0Wake Forest
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027587
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-11T22:07:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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