Civic Intelligence

Wellington Elementary School PTO Inc

990EZ • Fiscal year 2016 • EIN 02-0799354

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 19, 2017

13000 Paddock DriveWellington, FL 33414

(561) 651-0600

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

30th percentile

-5.0%

Higher net margin than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

42%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$14,536

Down $3,173 (-18%) from 2015

Net Assets

Down

$14,536

Down $3,173 (-18%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$63,793

Up $19,007 (+42%) from 2015

Expenses

Up

$66,966

Up $23,553 (+54%) from 2015

Net Income

Down

-$3,173

Down $4,546 (-331%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2009: $77,716Liabilities 2009: $02009Assets 2010: $49,023Liabilities 2010: $02010Assets 2012: $43,661Liabilities 2012: $02012Assets 2013: $4,701Liabilities 2013: $02013Assets 2014: $16,336Liabilities 2014: $0Net Assets 2014: $16,3362014Assets 2015: $17,709Liabilities 2015: $0Net Assets 2015: $17,7092015Assets 2016: $14,536Liabilities 2016: $0Net Assets 2016: $14,5362016Assets 2017: $27,372Liabilities 2017: $0Net Assets 2017: $27,3722017Assets 2018: $56,070Liabilities 2018: $150Net Assets 2018: $55,9202018Assets 2019: $53,818Liabilities 2019: $150Net Assets 2019: $53,6682019Assets 2020: $79,904Liabilities 2020: $150Net Assets 2020: $79,7542020Assets 2021: $76,863Liabilities 2021: $0Net Assets 2021: $76,8632021Assets 2022: $80,503Liabilities 2022: $0Net Assets 2022: $80,5032022Assets 2023: $98,879Liabilities 2023: $0Net Assets 2023: $98,8792023Assets 2024: $138,928Net Assets 2024: $138,9282024Assets 2025: $127,166Net Assets 2025: $127,1662025

Highlighted filing

2016

Assets$14,536
Liabilities$0
Net Assets$14,536

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2009: $46,448Expenses 2009: $46,904Net Income 2009: -$4562009Revenue 2010: $17,605Expenses 2010: $46,298Net Income 2010: -$28,6932010Revenue 2012: $34,778Expenses 2012: $32,201Net Income 2012: $2,5772012Revenue 2013: $59,274Expenses 2013: $98,234Net Income 2013: -$38,9602013Revenue 2014: $61,125Expenses 2014: $49,490Net Income 2014: $11,6352014Revenue 2015: $44,786Expenses 2015: $43,413Net Income 2015: $1,3732015Revenue 2016: $63,793Expenses 2016: $66,966Net Income 2016: -$3,1732016Revenue 2017: $63,648Expenses 2017: $50,812Net Income 2017: $12,8362017Revenue 2018: $88,948Expenses 2018: $60,400Net Income 2018: $28,5482018Revenue 2019: $83,266Expenses 2019: $85,518Net Income 2019: -$2,2522019Revenue 2020: $83,976Expenses 2020: $57,890Net Income 2020: $26,0862020Revenue 2021: $8,646Expenses 2021: $11,537Net Income 2021: -$2,8912021Revenue 2022: $37,696Expenses 2022: $34,056Net Income 2022: $3,6402022Revenue 2023: $37,164Expenses 2023: $18,788Net Income 2023: $18,3762023Revenue 2024: $48,894Expenses 2024: $8,845Net Income 2024: $40,0492024Revenue 2025: $97,039Expenses 2025: $108,801Net Income 2025: -$11,7622025

Highlighted filing

2016

Revenue$63,793
Expenses$66,966
Net Income-$3,173
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 19, 2017
Return Version
2015v3.0
Gross Receipts
$80,699
Mission and Program Overview

Mission

To support the education of children at wellington elementary school by fostering relationships between the school, parents and teachers. Parent teacher organization for wellington elementary school.

Program Services

DescriptionGrantsExpenses
PROVIDE CURRICULUM SUPPORT INCLUDING CLASSROOM SUPPLIES ASSISTANCE IN CLASSROOM, MEDIA CENTER, CAFE AND FIELD TRIPS-$41,309
HOST THE SCHOOL BOOK FAIRS, HOLIDAY SHOP, MEET & GREET, AND COORDINATE TEACHER & STAFF APPRECIATION ACTIVITIES, VOLUNTEER APPRECIATION, 5TH GRADE LUNCHEON, BENEVOLENCE, SUNSHINE-$24,508
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARISA FALCIPresidentPT$0--
DAWN LABORDEVice Pres IPT$0--
LIU DERLINVice Pres IIPT$0--
JULIE DIMAIWATVice Pres IIPT$0--
AMY STRASSELLVice Pres IIPT$0--
CHRISTIE GREENSPANTreasurerPT$0--
BRYNN TISCIONECorrespondin-$0--
DEBRA EDDYRecording SePT$0--
AMY BERMUDEZTrusteePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$35,484$4,712$16,906$-12,194
Total Events$35,484$4,712$16,906$-12,194
Filing and Contact Details

Filer

Filer Name
Wellington Elementary School Pto
EIN
02-0799354
Address
13000 PADDOCK DRIVE, WELLINGTON, FL 33414

Signing Officer

Name
Christie Greenspan
Title
Treasurer
Signed
2017-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Smyth & Hauck Pa Cpas
Address
631 US HIGHWAY ONE SUITE 411, NORTH PALM BEACH, FL 33408-4621
Preparer
Wanda W Bergeron
Phone
5618489300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Chorus/music dept cost of goods sold 3,900 holiday shop cost of goods sold 7,259 bowling/dance cost of goods sold 2,629 spirit mdse sales cost of goods sold 7,711 expenses office supplies 191 liability insurance 303 classrm/student supplies 7,847 curriculum support 21,675 curriculum supp-boosterth 10,000 hospitality 537 sunshine/staff apprn 159 volunteer appreciation 200 teacher appreciation 1,152 5th grade class gift 500 prizes & incentives 442 filing fees 61 accounting fees 325 bank service charges 117 website 152 total 65,160

Form 990-ez, Part III

To support the education of children at wellington elementary school by fostering relationships between the school, parents and teachers. Parent teacher organization for wellington elementary school.

Form 990-ez, Part III, Line 28

Host the school book fairs, holiday shop, meet & greet, and coordinate teacher & staff appreciation activities, volunteer appreciation, 5th grade luncheon, benevolence, sunshine

Raw XML Appendix173 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/CityNm0WELLINGTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARISA FALCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAWN LABORDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LIU DERLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE DIMAIWAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY STRASSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTIE GREENSPAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRYNN TISCIONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DEBRA EDDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AMY BERMUDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES I
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRES II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRES II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRES II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065160
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE EDUCATION OF CHILDREN AT WELLINGTON ELEMENTARY SCHOOL BY FOSTERING RELATIONSHIPS BETWEEN THE SCHOOL, PARENTS AND TEACHERS. PARENT TEACHER ORGANIZATION FOR WELLINGTON ELEMENTARY SCHOOL.
IRS990EZ/PrintingPublicationsPostageAmt01806
IRS990EZ/ProgramServiceRevenueAmt037114
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOST THE SCHOOL BOOK FAIRS, HOLIDAY SHOP, MEET & GREET, AND COORDINATE TEACHER & STAFF APPRECIATION ACTIVITIES, VOLUNTEER APPRECIATION, 5TH GRADE LUNCHEON, BENEVOLENCE, SUNSHINE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE CURRICULUM SUPPORT INCLUDING CLASSROOM SUPPLIES ASSISTANCE IN CLASSROOM, MEDIA CENTER, CAFE AND FIELD TRIPS
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt066966
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059274
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt027752
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035484
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt04712
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-12194
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016906
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016906
IRS990ScheduleG/LicensedStatesCd0FL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHORUS/MUSIC DEPT COST OF GOODS SOLD 3,900 HOLIDAY SHOP COST OF GOODS SOLD 7,259 BOWLING/DANCE COST OF GOODS SOLD 2,629 SPIRIT MDSE SALES COST OF GOODS SOLD 7,711 EXPENSES OFFICE SUPPLIES 191 LIABILITY INSURANCE 303 CLASSRM/STUDENT SUPPLIES 7,847 CURRICULUM SUPPORT 21,675 CURRICULUM SUPP-BOOSTERTH 10,000 HOSPITALITY 537 SUNSHINE/STAFF APPRN 159 VOLUNTEER APPRECIATION 200 TEACHER APPRECIATION 1,152 5TH GRADE CLASS GIFT 500 PRIZES & INCENTIVES 442 FILING FEES 61 ACCOUNTING FEES 325 BANK SERVICE CHARGES 117 WEBSITE 152 TOTAL 65,160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO SUPPORT THE EDUCATION OF CHILDREN AT WELLINGTON ELEMENTARY SCHOOL BY FOSTERING RELATIONSHIPS BETWEEN THE SCHOOL, PARENTS AND TEACHERS. PARENT TEACHER ORGANIZATION FOR WELLINGTON ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOST THE SCHOOL BOOK FAIRS, HOLIDAY SHOP, MEET & GREET, AND COORDINATE TEACHER & STAFF APPRECIATION ACTIVITIES, VOLUNTEER APPRECIATION, 5TH GRADE LUNCHEON, BENEVOLENCE, SUNSHINE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTIE GREENSPAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLINGTON ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0020799354
ReturnHeader/Filer/USAddress/AddressLine1Txt013000 PADDOCK DRIVE
ReturnHeader/Filer/USAddress/CityNm0WELLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033414
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592831425
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMYTH & HAUCK PA CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0631 US HIGHWAY ONE SUITE 411
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334084621
ReturnHeader/PreparerPersonGrp/PhoneNum05618489300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WANDA W BERGERON
ReturnHeader/ReturnTs02017-01-24T11:16:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.97$1.09$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.39$1.39$0.49$0.09$0.40
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.37$0.19$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.38$0.34$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.09$0.12$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.84$0.58$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.83$0.86$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.89$0.60$0.29
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.64$0.51$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.64$0.67$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.45$0.43$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.61$0.49$0.12
2013Summary only. Only limited summary data is available for this year.$0.05$0.00$0.59$0.98$0.39
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$0.35$0.32$0.03
2010Summary only. Only limited summary data is available for this year.$0.49$0.00$0.18$0.46$0.29
2009Summary only. Only limited summary data is available for this year.$0.78$0.00$0.46$0.47$0.00