Civic Intelligence

Wellington Elementary School PTO Inc

990EZ • Fiscal year 2019 • EIN 02-0799354

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

13000 Paddock DriveWellington, FL 33414

(954) 383-4171

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

34th percentile

-2.7%

Higher net margin than 34% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

37th percentile

-4.0%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

-6.4%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$53,818

Down $2,252 (-4.0%) from 2018

Net Assets

Down

$53,668

Down $2,252 (-4.0%) from 2018

Liabilities

Flat

$150

Flat from 2018

Revenue

Down

$83,266

Down $5,682 (-6.4%) from 2018

Expenses

Up

$85,518

Up $25,118 (+42%) from 2018

Net Income

Down

-$2,252

Down $30,800 (-108%) from 2018

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

2019

Assets$53,818
Liabilities$150
Net Assets$53,668

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

2019

Revenue$83,266
Expenses$85,518
Net Income-$2,252
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$83,266
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-$58,265
HOST THE SCHOOL BOOK FAIRS, HOLIDAY SHOP, MEET & GREET, AND COORDINATE TEACHER & STAFF APPRECIATION ACTIVITIES, VOLUNTEER APPRECIATION, 5TH GRADE LUNCHEON, BENEVOLENCE, SUNSHINE-$21,955
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYNN TISCIONECommun. LiaiPT$0--
MISTY PEREZPresidentPT$0--
CASSANDRA TRUELOVE1st Vice PrePT$0--
LAURA WILLIAMSONRecording SePT$0--
KRISTINA SMITHTreasurerPT$0--
DEBI MEONI-FANHospitalityPT$0--
NAOMI WITHROWHospitalityPT$0--
SUANNE BALCHCorrespondinPT$0--
SARAI ARSITIZABAL3rd Vice PrePT$0--
AMY BERMUDEZTrusteePT$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
Kristina Smith
Title
Treasurer
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Mka Palm Beach LLC
Address
631 US HIGHWAY 1 STE 405, NORTH PALM BEACH, FL 33408-4621
Preparer
Lyssa Phifer
Phone
5618489300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Spirit wear/shirts cost of goods sold 9,404 chorus/music dept cost of goods sold 3,811 fun run cost of goods sold 3,998 violin program cost of goods sold 1,464 expenses liability insurance 403 prizes & incentives 22 bank service charges 32 volunteer appreciation 80 mass email 83 hospitality 138 fence banners 208 s.w. Positive behavior su 270 misc 295 academic impr 450 campus cleanup 492 5th grade class gift 525 teacher appreciation 1,367 curriculum support 42,955 classroom supplies 15,310 filing fees 61 staff appreciation 228 paper for teachers 2,987 admin gift 140 apex 295 total 85,018

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 150 150

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 Appendix175 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/AddressLine2Txt013000 PADDOCK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WELLINGTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRYNN TISCIONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MISTY PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CASSANDRA TRUELOVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA WILLIAMSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DEBI MEONI-FAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NAOMI WITHROW
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SARAI ARSITIZABAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AMY BERMUDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COMMUN. LIAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt83RD VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt085018
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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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/ProgramServiceRevenueAmt067822
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061461
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPIRIT WEAR/SHIRTS COST OF GOODS SOLD 9,404 CHORUS/MUSIC DEPT COST OF GOODS SOLD 3,811 FUN RUN COST OF GOODS SOLD 3,998 VIOLIN PROGRAM COST OF GOODS SOLD 1,464 EXPENSES LIABILITY INSURANCE 403 PRIZES & INCENTIVES 22 BANK SERVICE CHARGES 32 VOLUNTEER APPRECIATION 80 MASS EMAIL 83 HOSPITALITY 138 FENCE BANNERS 208 S.W. POSITIVE BEHAVIOR SU 270 MISC 295 ACADEMIC IMPR 450 CAMPUS CLEANUP 492 5TH GRADE CLASS GIFT 525 TEACHER APPRECIATION 1,367 CURRICULUM SUPPORT 42,955 CLASSROOM SUPPLIES 15,310 FILING FEES 61 STAFF APPRECIATION 228 PAPER FOR TEACHERS 2,987 ADMIN GIFT 140 APEX 295 TOTAL 85,018
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 150 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO 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/ExplanationTxt3HOST 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 II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTINA SMITH
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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ReturnHeader/Filer/EIN0020799354
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ReturnHeader/FilingSecurityInformation/IPTm010:10:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822796982
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MKA PALM BEACH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0631 US HIGHWAY 1 STE 405
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334084621
ReturnHeader/PreparerPersonGrp/PhoneNum05618489300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYSSA PHIFER
ReturnHeader/ReturnTs02019-11-15T10:10:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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