Civic Intelligence

Weston Middle School PTO Inc

EIN 06-1528638 • 501(c)3 • Weston, CT

Profile

Support education - weston middle school

135 School RoadWeston, CT 06883

www.wms-pto.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

92nd percentile

93%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

-3.9%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$38,026

Up $18,355 (+93%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$38,026

Up $18,355 (+93%) from 2016

Revenue

Down

$39,021

Down $1,604 (-3.9%) from 2016

Expenses

Down

$20,666

Down $13,719 (-40%) from 2016

Net Income

Up

$18,355

Up $12,115 (+194%) from 2016

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2014: $17,483Liabilities 2014: $0Net Assets 2014: $17,4832014Assets 2016: $19,671Liabilities 2016: $0Net Assets 2016: $19,6712016Assets 2017: $38,026Liabilities 2017: $0Net Assets 2017: $38,0262017

Highlighted filing

2017

Assets$38,026
Liabilities$0
Net Assets$38,026

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2014: $46,472Expenses 2014: $67,319Net Income 2014: -$20,8472014Revenue 2016: $40,625Expenses 2016: $34,385Net Income 2016: $6,2402016Revenue 2017: $39,021Expenses 2017: $20,666Net Income 2017: $18,3552017

Highlighted filing

2017

Revenue$39,021
Expenses$20,666
Net Income$18,355

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 13, 2017
Return Version
2016v3.0
Gross Receipts
$54,021
Mission and Program Overview

Mission

Support education - weston middle school

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS FOR TECHNOLOGY EQUIPMENT SUPPLIES AND RECREATION SPACE$10,805$12,980
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRITTA LERNERPresidentPT$0--
SANDY HARTVice President-$0--
KRISTIN BROOKSSecretary-$0--
TAMMY ROBERTSTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Event$21,452$18,336$3,578$14,758
Balloon$12,230$10,230$4,420$5,810
Total Events$33,682$28,566$13,105$15,461
Filing and Contact Details

Filer

Filer Name
Weston Middle School Pto Inc
EIN
06-1528638
Address
135 SCHOOL ROAD, Weston, CT 06883

Signing Officer

Name
Tammy Roberts
Title
Treasurer
Phone
2032911500
Signed
2017-12-13
Discuss with paid preparer
No

Preparer

Firm
Harvey G Gersten CPA
Address
108-18 Queens Blvd 8 Fl Ste 6, Forest Hills, NY 11375
Preparer
Harvey Gersten
Phone
7185445288
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity EDUCATION - OTHER Grantee WESTON EDUCATION FDN Street PO BOX 1093 City, State, Zip Weston, CT 06883Amount 500Activity EDUCATION - HISTORICAL REENACTMENT Grantee WESTON MIDDLE SCHOOL Street 135 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 3,000Activity OTHER ALLOCATIONS Grantee WESTON MIDDLE SCHOOL Street 135 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 7,805

Description of other expenses Part I line 16

Description AmountCREDIT CARD CHARGES 401INSURANCE 355OTHER ADMINISTRATIVE EXPENSES 5,700OTHER PROGRAM EXPENSES 500

Raw XML Appendix189 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.

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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SCHEDULE A, SECTION D, QUESTION 2THE PRINCIPAL OF THE SUPPORTED ORGANIZATION ATTENDS EXECUTIVE AND GENERAL BOARD MEETINGS ASSURING A CLOSE AND CONTINUOUS RELATIONSHIP WITH THE PTO.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SCHEDULE A, SECTION E, QUESTION 2ATHE PTO ENHANCES THE CURRICULUM AND PROMOTES QUALITY EDUCATION FOR THE WESTON MIDDLE SCHOOL BY ENRICHING THE SCHOOLS EDUCATION ENVIRONMENT AND PROVIDING FROM TIME TO TIME VARIOUS SUPPORT SERVICES. THE PTO ADDRESSES ISSUES AFFECTING THE QUALITY OF THE EDUCATIONAL ENVIRONMENT BOTH AT THE SCHOOL AND WITHIN THE WESTON PUBLIC SCHOOLS AND MAKES RECOMMENDATIONS FOR IMPROVEMENT BY FACILITATING COMMUNICATIONS AMONG STUDENTS, FACULTY, PARENTS, ADMINISTRATION AND THE COMMUNITY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity EDUCATION - OTHER Grantee WESTON EDUCATION FDN Street PO BOX 1093 City, State, Zip Weston, CT 06883Amount 500Activity EDUCATION - HISTORICAL REENACTMENT Grantee WESTON MIDDLE SCHOOL Street 135 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 3,000Activity OTHER ALLOCATIONS Grantee WESTON MIDDLE SCHOOL Street 135 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 7,805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCREDIT CARD CHARGES 401INSURANCE 355OTHER ADMINISTRATIVE EXPENSES 5,700OTHER PROGRAM EXPENSES 500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0061528638
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ReturnHeader/FilingSecurityInformation/IPTm023:29:11
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-12-13T23:27:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

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