Civic Intelligence

Wellington Elementary School PTO Inc

990EZ • Fiscal year 2020 • EIN 02-0799354

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 03, 2020

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

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

79th percentile

31%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

79th percentile

48%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

0.9%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$79,904

Up $26,086 (+48%) from 2019

Net Assets

Up

$79,754

Up $26,086 (+49%) from 2019

Liabilities

Flat

$150

Flat from 2019

Revenue

Up

$83,976

Up $710 (+0.9%) from 2019

Expenses

Down

$57,890

Down $27,628 (-32%) from 2019

Net Income

Up

$26,086

Up $28,338 (+1258%) from 2019

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

2020

Assets$79,904
Liabilities$150
Net Assets$79,754

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

2020

Revenue$83,976
Expenses$57,890
Net Income$26,086
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.0
Gross Receipts
$83,976
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
HOST THE SCHOOL BOOK FAIRS, HOLIDAY SHOP, MEET & GREET, AND COORDINATE TEACHER & STAFF APPRECIATION ACTIVITIES, VOLUNTEER APPRECIATION, 5TH GRADE LUNCHEON, BENEVOLENCE, SUNSHINE-$33,603
PROVIDE CURRICULUM SUPPORT INCLUDING CLASSROOM SUPPLIES ASSISTANCE IN CLASSROOM, MEDIA CENTER, CAFE AND FIELD TRIPS-$22,521
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MISTY PEREZPresidentPT$0--
BRYNN TISCIONEVice PresidePT$0--
AMY BERMUDEZTrusteePT$0--
SARAI ARSITIZABALVolunteer CoPT$0--
CASSANDRA TRUELOVEVolunteer CoPT$0--
KRISTINA SMITHTreasurerPT$0--
ROCIO NAVARecording SePT$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
2020-11-03
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 8,509 chorus/music dept cost of goods sold 3,694 fun run cost of goods sold 9,836 expenses liability insurance 1,113 prizes & incentives 160 bank service charges 9 mass email 83 hospitality 128 s.w. Positive behavior su 792 misc 51 teacher appreciation 1,143 curriculum support 9,682 classroom supplies 9,955 filing fees 61 paper for teachers 736 admin gift 371 media account 750 science committee 919 summer reading 947 papers for newsletter 451 nature preserve 8,000 total 57,390

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 Appendix163 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/PhoneNum09543834171
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt013000 PADDOCK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WELLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033414
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053818
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IRS990EZ/ContributionsGiftsGrantsEtcAmt011118
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053668
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053668
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MISTY PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRYNN TISCIONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY BERMUDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAI ARSITIZABAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CASSANDRA TRUELOVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRISTINA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROCIO NAVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VOLUNTEER CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VOLUNTEER CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057390
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/ProgramServiceRevenueAmt072858
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033603
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122521
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057890
IRS990EZ/TotalProgramServiceExpensesAmt056124
IRS990EZ/TotalRevenueAmt083976
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0318728
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083976
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063648
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080699
IRS990ScheduleA/Total509Grp/TotalAmt0400537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083976
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083266
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063648
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080699
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0400537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPIRIT WEAR/SHIRTS COST OF GOODS SOLD 8,509 CHORUS/MUSIC DEPT COST OF GOODS SOLD 3,694 FUN RUN COST OF GOODS SOLD 9,836 EXPENSES LIABILITY INSURANCE 1,113 PRIZES & INCENTIVES 160 BANK SERVICE CHARGES 9 MASS EMAIL 83 HOSPITALITY 128 S.W. POSITIVE BEHAVIOR SU 792 MISC 51 TEACHER APPRECIATION 1,143 CURRICULUM SUPPORT 9,682 CLASSROOM SUPPLIES 9,955 FILING FEES 61 PAPER FOR TEACHERS 736 ADMIN GIFT 371 MEDIA ACCOUNT 750 SCIENCE COMMITTEE 919 SUMMER READING 947 PAPERS FOR NEWSLETTER 451 NATURE PRESERVE 8,000 TOTAL 57,390
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTINA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.1.158.13
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:49:25
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/PreparationDt02020-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYSSA PHIFER
ReturnHeader/ReturnTs02020-11-12T13:49:25-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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