Civic Intelligence

Wake Forest Elementary School Foundation

990EZ • Fiscal year 2025 • EIN 85-1000777

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 09, 2025

Organization Profilewww.wakeforestesfoundation.org
406 South Main StreetWake Forest, NC 27587

(919) 417-4091

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2025 filings • NTEE B11 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

77th percentile

0.00x

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

2025 filings • NTEE B11 • <$500k nonprofits • Source year 2025

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

2025 filings • NTEE B11 • <$500k nonprofits • Source year 2025

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

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

2025 filings • NTEE B11 • <$500k nonprofits • Source year 2025

Asset Growth

91st percentile

76%

Faster asset growth than 91% of similar nonprofits.

2025 filings • NTEE B11 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

55th percentile

1.7%

Faster revenue growth than 55% of similar nonprofits.

2025 filings • NTEE B11 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$66,230

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

Net Assets

Up

$66,230

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

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin97th 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

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

2025

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

Operations Trend

Revenue Growth55th percentile

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

2025

Revenue$29,905
Expenses$1,357
Net Income$28,548
Open 2025 Filing
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 Pay97th 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/USAddress/AddressLine1Txt0136 W Sycamore Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wake Forest
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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
IRS990EZ/SpecialEventsDirectExpensesAmt0538
IRS990EZ/SpecialEventsNetIncomeLossAmt02886
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
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IRS990EZ/TotalExpensesAmt01357
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IRS990EZ/TotalRevenueAmt029905
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.wakeforestesfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt068026
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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