Civic Intelligence

Windermere Parent Teachers Organization

990EZ • Fiscal year 2024 • EIN 06-1609555

Aug 01, 2023 to Jul 31, 2024 • Filed on Nov 28, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

76th percentile

25%

Faster asset growth than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

31%

Faster revenue growth than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$32,474

Up $6,578 (+25%) from 2023

Net Assets

Up

$32,474

Up $6,578 (+25%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$61,818

Up $14,650 (+31%) from 2023

Expenses

Up

$55,240

Up $8,458 (+18%) from 2023

Net Income

Up

$6,578

Up $6,192 (+1604%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$32,474
Liabilities$0
Net Assets$32,474

Operations Trend

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

2024

Revenue$61,818
Expenses$55,240
Net Income$6,578
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Nov 28, 2024
Return Version
2023v5.0
Gross Receipts
$117,058
Mission and Program Overview

Mission

Raise money to support Windermere School curriculum and activities.

Program Services

DescriptionGrantsExpenses
Donation to Windermere Activity Fund includes field trips, which is used to fund various student activities for Windermere's 690+ students.$0$6,000
Teacher's Appreciation$0$5,621
Organized and funded educationally enriching assembly programs for Windermere's 670+ students.$0$5,433
Grants$0$3,767
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$2,299
6TH GRADE YEARBOOK$0$1,712
Donuts with a grown-up- $640.00, Misc Expenses- $515, Running Club-$381$0$1,536
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Krista GodboutPresidentPT$0--
Shauna PowellSecretaryPT$0--
Marie GrayTreasurerPT$0--
Mike WolterVP CommunicationsPT$0--
Heather KellyVP Of FundraisingPT$0--
Allison McKeeganVP Of EventsPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholastic Book Fair$8,106$8,106$4,972$3,134
School Store$6,212$6,212$4,552$1,660
Total Events$43,658$43,658$30,129$13,529
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
Marie Gray
Title
Treasurer
Phone
8608888381
Signed
2024-11-28
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^School Store;4552|Fall Book Fair;5082|Holiday Boutique;12199|Spring Book Fair;4972|Plant Sale;6723|Spirit wear;535|Fun Snack Friday;645|Munsons;2870|Bingo;982|Dance K 4 5 6;2212|Booster;14468^Total;55240^

Raw XML Appendix292 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/AddressLine1Txt02 Abbott Road PO Box 259
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ellington
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006029
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP of Events
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IRS990EZ/PrintingPublicationsPostageAmt00
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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 includes field trips, which is used to fund various student activities for Windermere's 690+ students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Teacher's Appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Grants
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt56TH GRADE YEARBOOK
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6Donuts with a grown-up- $640.00, Misc Expenses- $515, Running Club-$381
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOLASTIC BOOK FAIR
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043658
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt029340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043658
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013529
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt020605
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030129
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04972
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04552
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^School Store;4552|Fall Book Fair;5082|Holiday Boutique;12199|Spring Book Fair;4972|Plant Sale;6723|Spirit wear;535|Fun Snack Friday;645|Munsons;2870|Bingo;982|Dance K 4 5 6;2212|Booster;14468^Total;55240^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Marie Gray
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08608888381
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-28
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/ReturnTs02024-12-04T23:44:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

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