Civic Intelligence

Wake Forest Elementary School Foundation

990EZ • Fiscal year 2023 • EIN 85-1000777

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

Organization Profilewww.wakeforestesfoundation.org
136 W Sycamore AveWake Forest, NC 27587

(401) 678-0801

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2023 filings • NTEE B11 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.00x

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

2023 filings • NTEE B11 • <$500k nonprofits • Source year 2023

Net Margin

95th percentile

80%

Higher net margin than 95% of similar nonprofits.

2023 filings • NTEE B11 • <$500k nonprofits • Source year 2023

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

2023 filings • NTEE B11 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

$10,828

No earlier filing loaded for comparison.

Net Assets

$10,828

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin95th percentile

Revenue

$11,680

No earlier filing loaded for comparison.

Expenses

$2,285

No earlier filing loaded for comparison.

Net Income

$9,395

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2023

Assets$10,828
Liabilities$0
Net Assets$10,828
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$11,680
Expenses$2,285
Net Income$9,395
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$11,680
Mission and Program Overview

Mission

For Educational and Charitable Purposes

Program Services

DescriptionGrantsExpenses
Purchase Computer for daily news- benefit for 350 students$1,089$1,089
Provided support for Movie Night and Spring carnival - impact 400-500 students and parents$0$0
Provided source to donate $5,000 worth of Lego materials to be used- impact 500-600 students This will support for many years to come$0$0
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa WinsteadPresidentPT$0--
Larissa MooreVice PresidentPT$0--
Heather LoftonTresurerPT$0--
Karen WellsSecretaryPT$0--
Gerald HayesDirectorPT$0--
Chell SmithDirectorPT$0--
Nicole SchwartzDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Wake Forest Elementary School Foundation
EIN
85-1000777
Phone
4016780801
Address
136 W Sycamore Ave, Wake Forest, NC 27587

Signing Officer

Name
Larissa Moore
Title
Vice-President
Phone
4016780801
Signed
2023-11-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Event expenses,credit card expenses,insurance”

Raw XML Appendix216 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/USAddress/CityNm0Wake Forest
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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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/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01196
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0For Educational and charitable purposes
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchase Computer for daily news- benefit for 350 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided support for Movie Night and Spring carnival - impact 400-500 students and parents
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided source to donate $5,000 worth of Lego materials to be used- impact 500-600 students This will support for many years to come
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01089
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01089
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02285
IRS990EZ/TotalProgramServiceExpensesAmt01089
IRS990EZ/TotalRevenueAmt011680
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.wakeforestesfoundation.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011680
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Event expenses,credit card expenses,insurance
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Larissa Moore
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice-President
ReturnHeader/BusinessOfficerGrp/PhoneNum04016780801
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAKE FOREST ELEMENTARY SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
ReturnHeader/Filer/EIN0851000777
ReturnHeader/Filer/PhoneNum04016780801
ReturnHeader/Filer/USAddress/AddressLine1Txt0136 W Sycamore Ave
ReturnHeader/Filer/USAddress/CityNm0Wake Forest
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027587
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-11-15T11:17:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
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
$10,828
Liabilities
$0
Net assets
$10,828
Revenue
$11,680
Expenses
$2,285
Net income
$9,395
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