Civic Intelligence

Windermere Parent Teachers Organization

990EZ • Fiscal year 2023 • EIN 06-1609555

Aug 01, 2022 to Jul 31, 2023 • Filed on Aug 24, 2023

Organization Profile
2 Abbott Road PO Box 259Ellington, CT 06029

(860) 896-2329

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

45th percentile

0.8%

Higher net margin than 45% 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

51st percentile

1.5%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

46th percentile

1.2%

Faster revenue growth than 46% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$25,896

Up $386 (+1.5%) from 2022

Net Assets

Up

$25,896

Up $386 (+1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin45th percentile

Revenue

Up

$47,168

Up $580 (+1.2%) from 2022

Expenses

Up

$46,782

Up $236 (+0.5%) from 2022

Net Income

Up

$386

Up $344 (+819%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2011: $22,724Liabilities 2011: $02011Assets 2012: $27,535Liabilities 2012: $02012Assets 2013: $36,118Liabilities 2013: $02013Assets 2014: $20,598Liabilities 2014: $02014Assets 2015: $26,196Liabilities 2015: $02015Assets 2016: $26,843Liabilities 2016: $02016Assets 2017: $29,275Liabilities 2017: $02017Assets 2018: $27,605Liabilities 2018: $02018Assets 2019: $21,104Liabilities 2019: $02019Assets 2020: $18,020Liabilities 2020: $02020Assets 2021: $25,469Liabilities 2021: $0Net Assets 2021: $25,4692021Assets 2022: $25,510Liabilities 2022: $0Net Assets 2022: $25,5102022Assets 2023: $25,896Liabilities 2023: $0Net Assets 2023: $25,8962023Assets 2024: $32,474Liabilities 2024: $0Net Assets 2024: $32,4742024Assets 2025: $26,399Liabilities 2025: $0Net Assets 2025: $26,3992025

Highlighted filing

2023

Assets$25,896
Liabilities$0
Net Assets$25,896
Open 2023 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2011: $20,483Expenses 2011: $6,187Net Income 2011: $14,2962011Revenue 2012: $44,965Expenses 2012: $40,154Net Income 2012: $4,8112012Revenue 2013: $39,981Expenses 2013: $31,398Net Income 2013: $8,5832013Revenue 2014: $45,899Expenses 2014: $48,494Net Income 2014: -$2,5952014Revenue 2015: $40,159Expenses 2015: $34,561Net Income 2015: $5,5982015Revenue 2016: $43,757Expenses 2016: $43,110Net Income 2016: $6472016Revenue 2017: $44,652Expenses 2017: $42,220Net Income 2017: $2,4322017Revenue 2018: $32,660Expenses 2018: $34,330Net Income 2018: -$1,6702018Revenue 2019: $35,952Expenses 2019: $42,452Net Income 2019: -$6,5002019Revenue 2020: $23,271Expenses 2020: $26,355Net Income 2020: -$3,0842020Revenue 2021: $21,180Expenses 2021: $13,731Net Income 2021: $7,4492021Revenue 2022: $46,588Expenses 2022: $46,546Net Income 2022: $422022Revenue 2023: $47,168Expenses 2023: $46,782Net Income 2023: $3862023Revenue 2024: $61,818Expenses 2024: $55,240Net Income 2024: $6,5782024Revenue 2025: $49,060Expenses 2025: $55,135Net Income 2025: -$6,0752025

Highlighted filing

2023

Revenue$47,168
Expenses$46,782
Net Income$386
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Aug 24, 2023
Return Version
2022v5.0
Gross Receipts
$83,961
Mission and Program Overview

Mission

Raise money to support Windermere School curriculum and activities.

Program Services

DescriptionGrantsExpenses
Organized and offered Teachers to look at their current classroom needs and fill out a request to the Windermere PTO. Items included classroom libraries, math and reading software, book shelves, tables, rugs, flexible seating, recess games (indoor and outdoor), floor scrubber, art supplies, author visits, etc. This benefited Windermere's 690+ students and staff.$0$12,168
Organized and funded educationally enriching assembly programs for Windermere's 690+ students.$0$6,270
Donation to Windermere Activity Fund which is used to fund various student activities for Windermere's 690+ students.$0$5,600
Donuts with a grown up - $450 Sixth Grade Yearbooks - $1,344; Teacher Appreciation - $2,087; Running Club - $255; Misc. Expense - $378 Food Support - $112.50$0$4,629
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Krista GodboutPresidentPT$0--
Erika CantinVice President Events And FundraisingPT$0--
Heather KellyVice President CommunicationsPT$0--
Shauna PowellSecretaryPT$0--
Jennifer PalmerTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Boutique$14,281$14,281$13,290$991
Color Run$9,902$9,902$0$9,902
Total Events$57,188$57,188$35,385$21,803
Filing and Contact Details

Filer

Filer Name
Windermere Parent Teachers
EIN
06-1609555
Phone
8608962329
Address
2 Abbott Road PO Box 259, Ellington, CT 06029

Signing Officer

Name
Jennifer Palmer
Title
Treasurer
Phone
8608962329
Signed
2023-08-24
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Windermere Activity Fund - $5,600 School Equipment - $12,168.22 Food Support - $112.50”

Form 990-EZ, Part I, Line 16

“Description;Amount^Donuts with a grownup;450|Enrichment Assemblies;6270|Miscellaneous Expenses;380|Running Club;255|Teacher Appreciation;2087|WPTO Insurance;510|Ron a Roll;863|Revolutionary War Day;1803|Yard Goats Family Fun Night;6948|Field Day;3672|Sixth Grade Party;4239|Bounced Checks;80^Total;27557^”

Raw XML Appendix284 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/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum08608962329
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02 Abbott Road PO Box 259
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ellington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006029
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025510
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Krista Godbout
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Erika Cantin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Heather Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shauna Powell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Palmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President Events and Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Raise money to support Windermere School curriculum and activities.
IRS990EZ/PrintingPublicationsPostageAmt01344
IRS990EZ/ProgramServiceRevenueAmt013863
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Organized and funded educationally enriching assembly programs for Windermere's 690+ students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Organized and offered Teachers to look at their current classroom needs and fill out a request to the Windermere PTO. Items included classroom libraries, math and reading software, book shelves, tables, rugs, flexible seating, recess games (indoor and outdoor), floor scrubber, art supplies, author visits, etc. This benefited Windermere's 690+ students and staff.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Donation to Windermere Activity Fund which is used to fund various student activities for Windermere's 690+ students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Donuts with a grown up - $450 Sixth Grade Yearbooks - $1,344; Teacher Appreciation - $2,087; Running Club - $255; Misc. Expense - $378 Food Support - $112.50
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06270
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112168
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt34629
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IRS990ScheduleA/InvestmentIncomeCYPct00.00020
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IRS990ScheduleA/Total509Grp/TotalAmt0315903
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Holiday Boutique
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Color Run
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09902
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt033005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014281
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt033005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057188
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021803
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt022095
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035385
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013290
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Windermere Activity Fund - $5,600 School Equipment - $12,168.22 Food Support - $112.50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Donuts with a grownup;450|Enrichment Assemblies;6270|Miscellaneous Expenses;380|Running Club;255|Teacher Appreciation;2087|WPTO Insurance;510|Ron a Roll;863|Revolutionary War Day;1803|Yard Goats Family Fun Night;6948|Field Day;3672|Sixth Grade Party;4239|Bounced Checks;80^Total;27557^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Palmer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08608962329
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINDERMERE PARENT TEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0061609555
ReturnHeader/Filer/PhoneNum08608962329
ReturnHeader/Filer/USAddress/AddressLine1Txt02 Abbott Road PO Box 259
ReturnHeader/Filer/USAddress/CityNm0Ellington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006029
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-08-24T14:21:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$25,896
Liabilities
$0
Net assets
$25,896
Revenue
$47,168
Expenses
$46,782
Net income
$386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$49.1$55.1$6.08
2024Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$61.8$55.2$6.58
2023Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$47.2$46.8$0.39
2022Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$46.6$46.5$0.04
2021Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$21.2$13.7$7.45
2020Summary only. Only limited summary data is available for this year.$18.0$0.00$23.3$26.4$3.08
2019Summary only. Only limited summary data is available for this year.$21.1$0.00$36.0$42.5$6.50
2018Summary only. Only limited summary data is available for this year.$27.6$0.00$32.7$34.3$1.67
2017Summary only. Only limited summary data is available for this year.$29.3$0.00$44.7$42.2$2.43
2016Summary only. Only limited summary data is available for this year.$26.8$0.00$43.8$43.1$0.65
2015Summary only. Only limited summary data is available for this year.$26.2$0.00$40.2$34.6$5.60
2014Summary only. Only limited summary data is available for this year.$20.6$0.00$45.9$48.5$2.60
2013Summary only. Only limited summary data is available for this year.$36.1$0.00$40.0$31.4$8.58
2012Summary only. Only limited summary data is available for this year.$27.5$0.00$45.0$40.2$4.81
2011Summary only. Only limited summary data is available for this year.$22.7$0.00$20.5$6.19$14.3