Civic Intelligence

Wellington Elementary School PTO Inc

990EZ • Fiscal year 2023 • EIN 02-0799354

Jul 01, 2022 to Jun 30, 2023 • Filed on May 02, 2024

Organization ProfileNONE
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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

75th percentile

23%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

-1.4%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$98,879

Up $18,376 (+23%) from 2022

Net Assets

Up

$98,879

Up $18,376 (+23%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin90th percentile

Revenue

Down

$37,164

Down $532 (-1.4%) from 2022

Expenses

Down

$18,788

Down $15,268 (-45%) from 2022

Net Income

Up

$18,376

Up $14,736 (+405%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

2023

Assets$98,879
Liabilities$0
Net Assets$98,879
Open 2023 Filing

Operations Trend

Revenue Growth42nd percentile

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

2023

Revenue$37,164
Expenses$18,788
Net Income$18,376
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 2, 2024
Return Version
2022v5.0
Gross Receipts
$37,164
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-$10,478
HOST THE SCHOOL BOOK FAIRS, HOLIDAY SHOP, MEET & GREET, AND COORDINATE TEACHER & STAFF APPRECIATION ACTIVITIES, VOLUNTEER APPRECIATION, 5TH GRADE LUNCHEON, BENEVOLENCE, SUNSHINE-$6,985
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MISTY PEREZPresident-$0--
BRYNN TISCIONEVice Preside-$0--
AMY BERMUDEZTrustee-$0--
SARAI ARSITIZABALVolunteer Co-$0--
KRISTINA SMITHTreasurer-$0--
ROCIO NAVARecording Se-$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
2024-05-02
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

“Expenses information technology 43 liability insurance 630 5th grade class gift 4,790 classroom supplies 7,746 curriculum support 909 filing fees 106 mass email 39 misc 184 science committee 311 summer reading 234 teacher appreciation 3,045 volunteer appreciation 86 cheddar up 120 total 18,243”

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.”

Raw XML Appendix148 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KRISTINA SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum09543834171
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013000 PADDOCK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt013000 PADDOCK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WELLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033414
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080503
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt098879
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01731
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018376
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0545
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt080503
IRS990EZ/Form990TotalAssetsGrp/EOYAmt098879
IRS990EZ/GrossReceiptsAmt037164
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt080503
IRS990EZ/NetAssetsOrFundBalancesEOYAmt098879
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt080503
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt098879
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MISTY PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRYNN TISCIONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY BERMUDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAI ARSITIZABAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTINA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROCIO NAVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VOLUNTEER CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018243
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/ProgramServiceRevenueAmt035433
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/ProgramServiceExpensesAmt06985
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110478
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018788
IRS990EZ/TotalProgramServiceExpensesAmt017463
IRS990EZ/TotalRevenueAmt037164
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025899
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011118
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015444
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt060618
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011797
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt072858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067822
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0190130
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0250748
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037164
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037696
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt083976
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt083266
IRS990ScheduleA/Total509Grp/TotalAmt0250748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037164
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037696
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083976
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt083266
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0250748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INFORMATION TECHNOLOGY 43 LIABILITY INSURANCE 630 5TH GRADE CLASS GIFT 4,790 CLASSROOM SUPPLIES 7,746 CURRICULUM SUPPORT 909 FILING FEES 106 MASS EMAIL 39 MISC 184 SCIENCE COMMITTEE 311 SUMMER READING 234 TEACHER APPRECIATION 3,045 VOLUNTEER APPRECIATION 86 CHEDDAR UP 120 TOTAL 18,243
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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTINA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-02
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYSSA PHIFER
ReturnHeader/ReturnTs02024-05-02T09:46:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,879
Liabilities
$0
Net assets
$98,879
Revenue
$37,164
Expenses
$18,788
Net income
$18,376
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