Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Wellington Elementary School PTO Inc
990EZ • Fiscal year 2017 • EIN 02-0799354
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
76th percentile
Higher net margin than 76% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
90th percentile
Faster asset growth than 90% of similar nonprofits.
Revenue Growth
47th percentile
Faster revenue growth than 47% of similar nonprofits.
Balance Sheet
Assets
Up$27,372
Up $12,836 (+88%) from 2016
Net Assets
Up$27,372
Up $12,836 (+88%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue And Expenses
Revenue
Down$63,648
Down $145 (-0.2%) from 2016
Expenses
Down$50,812
Down $16,154 (-24%) from 2016
Net Income
Up$12,836
Up $16,009 (+505%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Dec 27, 2017
- Return Version
- 2016v3.1
- Gross Receipts
- $63,648
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
| Description | Grants | Expenses |
|---|---|---|
| HOST THE SCHOOL BOOK FAIRS, HOLIDAY SHOP, MEET & GREET, AND COORDINATE TEACHER & STAFF APPRECIATION ACTIVITIES, VOLUNTEER APPRECIATION, 5TH GRADE LUNCHEON, BENEVOLENCE, SUNSHINE | - | $37,015 |
| PROVIDE CURRICULUM SUPPORT INCLUDING CLASSROOM SUPPLIES ASSISTANCE IN CLASSROOM, MEDIA CENTER, CAFE AND FIELD TRIPS | - | $12,113 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| AMY STRASSEL | VP III & Vol | PT | $0 | - | - |
| MISTY PEREZ | Treasurer | PT | $0 | - | - |
| CASSANDRA TRUELOVE | President | PT | $0 | - | - |
| LAURA WILLIAMSON | Recording Se | PT | $0 | - | - |
| KRISTINA SMITH | VP II | PT | $0 | - | - |
| AMY BERMUDEZ | Trustee | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Wellington Elementary School Pto
- EIN
- 02-0799354
- Address
- 13000 PADDOCK DRIVE, WELLINGTON, FL 33414
Signing Officer
- Name
- Misty Perez
- Title
- Treasurer
- Signed
- 2017-12-27
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Smyth & Hauck Pa Cpas
- Address
- 631 US HIGHWAY 1 STE 411, NORTH PALM BEACH, FL 33408-4621
- Preparer
- Wanda W Bergeron
- Phone
- 5618489300
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Spirit wear/shirts cost of goods sold 12,724 chorus/music dept cost of goods sold 6,011 holiday shop & misc cost of goods sold 10,044 dance cost of goods sold 1,149 fun run cost of goods sold 3,148 pediatric cancer-coin drive cost of goods sold 1,000 expenses office supplies 680 liability insurance 403 classrm/student supplies 8,336 curriculum support 1,325 hospitality 135 sunshine/staff apprn 255 volunteer appreciation 103 teacher appreciation 1,250 5th grade class gift 500 prizes & incentives 217 filing fees 61 bank service charges 106 campus cleanup 461 total 47,908”
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 Appendix150 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | MISTY PEREZ |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9543834171 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 13000 PADDOCK DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt | 0 | 13000 PADDOCK DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WELLINGTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33414 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 14536 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 27372 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 9824 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 12836 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 400 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 14536 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 27372 |
| IRS990EZ/GrossReceiptsAmt | 0 | 63648 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 14536 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 27372 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 14536 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 27372 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | AMY STRASSEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MISTY PEREZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | CASSANDRA TRUELOVE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LAURA WILLIAMSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KRISTINA SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | AMY BERMUDEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | VP III & VOL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | RECORDING SE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VP II |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 47908 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2504 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 53824 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | HOST THE SCHOOL BOOK FAIRS, HOLIDAY SHOP, MEET & GREET, AND COORDINATE TEACHER & STAFF APPRECIATION ACTIVITIES, VOLUNTEER APPRECIATION, 5TH GRADE LUNCHEON, BENEVOLENCE, SUNSHINE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROVIDE CURRICULUM SUPPORT INCLUDING CLASSROOM SUPPLIES ASSISTANCE IN CLASSROOM, MEDIA CENTER, CAFE AND FIELD TRIPS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 37015 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 12113 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 50812 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 49128 |
| IRS990EZ/TotalRevenueAmt | 0 | 63648 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | NONE |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 9824 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 38873 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 37761 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 41406 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 41237 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 169101 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 53824 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 41826 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 23700 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 19719 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 18037 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 157106 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 326207 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 63648 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 80699 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 61461 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 61125 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 59274 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 326207 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 63648 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 80699 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 61461 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 61125 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 59274 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 326207 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SPIRIT WEAR/SHIRTS COST OF GOODS SOLD 12,724 CHORUS/MUSIC DEPT COST OF GOODS SOLD 6,011 HOLIDAY SHOP & MISC COST OF GOODS SOLD 10,044 DANCE COST OF GOODS SOLD 1,149 FUN RUN COST OF GOODS SOLD 3,148 PEDIATRIC CANCER-COIN DRIVE COST OF GOODS SOLD 1,000 EXPENSES OFFICE SUPPLIES 680 LIABILITY INSURANCE 403 CLASSRM/STUDENT SUPPLIES 8,336 CURRICULUM SUPPORT 1,325 HOSPITALITY 135 SUNSHINE/STAFF APPRN 255 VOLUNTEER APPRECIATION 103 TEACHER APPRECIATION 1,250 5TH GRADE CLASS GIFT 500 PRIZES & INCENTIVES 217 FILING FEES 61 BANK SERVICE CHARGES 106 CAMPUS CLEANUP 461 TOTAL 47,908 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | HOST THE SCHOOL BOOK FAIRS, HOLIDAY SHOP, MEET & GREET, AND COORDINATE TEACHER & STAFF APPRECIATION ACTIVITIES, VOLUNTEER APPRECIATION, 5TH GRADE LUNCHEON, BENEVOLENCE, SUNSHINE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MISTY PEREZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-12-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WELLINGTON ELEMENTARY SCHOOL PTO |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WELL |
| ReturnHeader/Filer/EIN | 0 | 020799354 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 13000 PADDOCK DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WELLINGTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33414 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 34564299C1D1B5AB36EAB53A56D1439F5FB1B3E6 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 716F27888E5B82D0BAC6D81FC83E4EC7A1824FE1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 592831425 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SMYTH & HAUCK PA CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 631 US HIGHWAY 1 STE 411 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NORTH PALM BEACH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 334084621 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5618489300 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-01-31 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WANDA W BERGERON |
| ReturnHeader/ReturnTs | 0 | 2018-01-31T11:46:59-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $27,372
- Liabilities
- $0
- Net assets
- $27,372
- Revenue
- $63,648
- Expenses
- $50,812
- Net income
- $12,836