Civic Intelligence

Wake Forest Elementary School Foundation

990EZ • Fiscal year 2024 • EIN 85-1000777

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 08, 2025

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.

2024 filings • NTEE B11 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.00x

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

2024 filings • NTEE B11 • <$500k nonprofits • Source year 2024

Net Margin

96th percentile

94%

Higher net margin than 96% of similar nonprofits.

2024 filings • NTEE B11 • <$500k nonprofits • Source year 2024

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.

2024 filings • NTEE B11 • <$500k nonprofits • Source year 2024

Asset Growth

98th percentile

248%

Faster asset growth than 98% of similar nonprofits.

2024 filings • NTEE B11 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

152%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • NTEE B11 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$37,683

Up $26,855 (+248%) from 2023

Net Assets

Up

$37,683

Up $26,855 (+248%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin96th percentile

Revenue

Up

$29,407

Up $17,727 (+152%) from 2023

Expenses

Down

$1,852

Down $433 (-19%) from 2023

Net Income

Up

$27,555

Up $18,160 (+193%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2024

Assets$37,683
Liabilities$0
Net Assets$37,683
Open 2024 Filing

Operations Trend

Revenue Growth94th 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

2024

Revenue$29,407
Expenses$1,852
Net Income$27,555
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2025
Return Version
2023v6.0
Gross Receipts
$29,822
Mission and Program Overview

Mission

For Educational and Charitable Purposes

Program Services

DescriptionGrantsExpenses
-Students were able to compete in an extracurricular activity with no person expenses. -There was uniform attire provided for them with no out of pocket expenses from the student's families. -Paid for supplies so that parents, students, and staff could celebrate the 100th year of the school.$1,129$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
4016780801
Address
136 W Sycamore Ave, Wake Forest, NC 27587

Signing Officer

Name
Larissa Moore
Title
Vice-President
Phone
4016780801
Signed
2025-11-08
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Science Olympiad Fees, T-Shirts, PTSA Birthday Celebration Items”

Form 990-EZ, Part I, Line 16

“Insurance, Office Supplies, Software”

Form 990-EZ, Part I, Line 20

“Accounting error.”

Raw XML Appendix206 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Heather Lofton
IRS990EZ/BooksInCareOfDetail/PhoneNum09198155927
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0136 W Sycamore Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wake Forest
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027587
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010828
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037683
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt025750
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01129
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt029822
IRS990EZ/GrossSalesOfInventoryAmt00
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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/OtherChangesInNetAssetsAmt0-700
IRS990EZ/OtherExpensesTotalAmt0723
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0For Educational and Charitable Purposes
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0-Students were able to compete in an extracurricular activity with no person expenses. -There was uniform attire provided for them with no out of pocket expenses from the student's families. -Paid for supplies so that parents, students, and staff could celebrate the 100th year of the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01129
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0415
IRS990EZ/SpecialEventsNetIncomeLossAmt03657
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01852
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt029407
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.wakeforestesfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt041502
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportTotal170Amt041502
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt041502
IRS990ScheduleA/TotalSupportAmt041502
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Science Olympiad Fees, T-Shirts, PTSA Birthday Celebration Items
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance, Office Supplies, Software
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounting error.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReasonableCauseExplanation/ExplanationTxt0It is an all volunteer run organization and there were delays in gathering the information and getting the filing completed on time.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Larissa Moore
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice-President
ReturnHeader/BusinessOfficerGrp/PhoneNum04016780801
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-08
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/ReturnTs02025-11-11T21:57:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,683
Liabilities
$0
Net assets
$37,683
Revenue
$29,407
Expenses
$1,852
Net income
$27,555
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