Civic Intelligence

Willowfield Elementary PTO Inc

990EZ • Fiscal year 2017 • EIN 16-1465016

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 26, 2017

8417 Oswego RoadBaldwinsville, NY 13027

(315) 652-2343

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2017 filings • 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.

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

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

90th percentile

74%

Faster revenue growth than 90% of similar nonprofits.

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

Assets

Up

$45,396

Up $8,617 (+23%) from 2016

Net Assets

Up

$45,396

Up $8,617 (+23%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$19,139

Up $8,112 (+74%) from 2016

Expenses

Up

$10,522

Up $7,046 (+203%) from 2016

Net Income

Up

$8,617

Up $1,066 (+14%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $27,471Liabilities 2011: $02011Assets 2012: $27,074Liabilities 2012: $02012Assets 2013: $31,221Liabilities 2013: $02013Assets 2014: $41,329Liabilities 2014: $02014Assets 2015: $29,228Liabilities 2015: $0Net Assets 2015: $29,2282015Assets 2016: $36,779Liabilities 2016: $0Net Assets 2016: $36,7792016Assets 2017: $45,396Liabilities 2017: $0Net Assets 2017: $45,3962017Assets 2018: $57,792Liabilities 2018: $0Net Assets 2018: $57,7922018Assets 2019: $50,076Liabilities 2019: $0Net Assets 2019: $50,0762019Assets 2020: $56,954Liabilities 2020: $0Net Assets 2020: $56,9542020Assets 2021: $56,403Liabilities 2021: $0Net Assets 2021: $56,4032021Assets 2022: $52,390Liabilities 2022: $0Net Assets 2022: $52,3902022

Highlighted filing

2017

Assets$45,396
Liabilities$0
Net Assets$45,396

Operations Trend

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $26,331Expenses 2011: $25,669Net Income 2011: $6622011Revenue 2012: $24,805Expenses 2012: $25,202Net Income 2012: -$3972012Revenue 2013: $19,582Expenses 2013: $15,435Net Income 2013: $4,1472013Revenue 2014: $23,751Expenses 2014: $13,643Net Income 2014: $10,1082014Revenue 2015: $4,585Expenses 2015: $16,686Net Income 2015: -$12,1012015Revenue 2016: $11,027Expenses 2016: $3,476Net Income 2016: $7,5512016Revenue 2017: $19,139Expenses 2017: $10,522Net Income 2017: $8,6172017Revenue 2018: $26,072Expenses 2018: $13,676Net Income 2018: $12,3962018Revenue 2019: $13,986Expenses 2019: $21,702Net Income 2019: -$7,7162019Revenue 2020: $12,023Expenses 2020: $5,145Net Income 2020: $6,8782020Revenue 2021: $1,317Expenses 2021: $1,868Net Income 2021: -$5512021Revenue 2022: $13,514Expenses 2022: $17,527Net Income 2022: -$4,0132022

Highlighted filing

2017

Revenue$19,139
Expenses$10,522
Net Income$8,617
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 26, 2017
Return Version
2016v3.0
Gross Receipts
$69,321
Mission and Program Overview

Mission

Funds to benefit willowfield elementary

Program Services

DescriptionGrantsExpenses
PRIMARY PURPOSE OF THE ORGANIZATION IS TO RAISE ADDITIONAL FUNDS TO BENEFIT THE WILLOW FIELD ELEMENTARY STUDENTS AND TO FURTHER PROMOTE ADDITIONAL EDUCATIONAL OPPORTUNITIES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE KORTHASCo-PresidentPT$0--
LYNNELL COTECo-Vice PresidentPT$0--
JILL GIARRUSOCo-Vice PresidentPT$0--
ELIZABETH DAVISTreasurerPT$0--
MARISSA CORKRANSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough----
Playground----
Filing and Contact Details

Filer

Filer Name
Willowfield Elementary Pto Inc
EIN
16-1465016
Address
8417 OSWEGO ROAD, Baldwinsville, NY 13027

Signing Officer

Name
Jamie Schleicher
Title
Co-president
Phone
3156522343
Signed
2017-10-26
Discuss with paid preparer
No

Preparer

Firm
Robert S Mattice
Address
183 Blackberry Rd, Liverpool, NY 13090-3001
Preparer
Robert S Mattice Jr
Phone
3156221032
Supplemental Narrative

Additional Explanations

General explanation attachment

The primary purpose of the organization is to raise additional funds to benefit the willowfield elementary students and further promote additional educational opportunities fundraising activities will be held for the parents, teachers and students of willofield elementary school in order to raise money by selling small girt items. These funds will then be used to promote various student activities throughout the school year. Such as field trips, sponsoring authors and writers and to further promote other educational opportunities for the willowfield elementary students.

Description of other expenses Part I line 16

Description AmountWFE IS ON THE BUS MAGNETS 325SCHOLASTIC SUB KINDERGARTEN 453SCHOLASTIC SUB 3RD GRADE 404ART POSTERS 42SCOREBOARD FOR PE CLASS 312REIMB BROKEN STUDENT GLASSES 705TH GR SPELLING CITY SUB 120WEEKLY PARP PRIZES 915TH GR SALMON EGG PROJECT 150SHIRTS FOR STAFF 93Q FUNDRAISER 239T-SHIRTS FOR 6TH GR CHORUS 1935TH/6TH GR TRANS SU ART BLDG 355SUPP PICNIC TABLES/BENCHES PLAYGR 226SUPP PICNIC TABLES/BENCHES PLAYGR 208CHORUS T-SHIRTS PRINTING 198BUSSES FOR FIELD TRIPS 1,4382ND GRADE ZOO FIELD TRIP 1301ST GRADE BEAVER LAKE FIELD TRIP 20EXTRA YEAR BOOKS 103AIE-AUTHOR BRUCE COVILLE VISIT 1,562AIE-ARTIST IN RES-DEB WALSH 1,874AIE-JACK GRAMLICH VISIT 1,909DONATION TO HS CRAFTSMAN CLUB 100

Raw XML Appendix167 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-VICE PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt010522
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IRS990EZ/PrimaryExemptPurposeTxt0FUNDS TO BENEFIT WILLOWFIELD ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRIMARY PURPOSE OF THE ORGANIZATION IS TO RAISE ADDITIONAL FUNDS TO BENEFIT THE WILLOW FIELD ELEMENTARY STUDENTS AND TO FURTHER PROMOTE ADDITIONAL EDUCATIONAL OPPORTUNITIES
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO RAISE ADDITIONAL FUNDS TO BENEFIT THE WILLOWFIELD ELEMENTARY STUDENTS AND FURTHER PROMOTE ADDITIONAL EDUCATIONAL OPPORTUNITIES FUNDRAISING ACTIVITIES WILL BE HELD FOR THE PARENTS, TEACHERS AND STUDENTS OF WILLOFIELD ELEMENTARY SCHOOL IN ORDER TO RAISE MONEY BY SELLING SMALL GIRT ITEMS. THESE FUNDS WILL THEN BE USED TO PROMOTE VARIOUS STUDENT ACTIVITIES THROUGHOUT THE SCHOOL YEAR. SUCH AS FIELD TRIPS, SPONSORING AUTHORS AND WRITERS AND TO FURTHER PROMOTE OTHER EDUCATIONAL OPPORTUNITIES FOR THE WILLOWFIELD ELEMENTARY STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountWFE IS ON THE BUS MAGNETS 325SCHOLASTIC SUB KINDERGARTEN 453SCHOLASTIC SUB 3RD GRADE 404ART POSTERS 42SCOREBOARD FOR PE CLASS 312REIMB BROKEN STUDENT GLASSES 705TH GR SPELLING CITY SUB 120WEEKLY PARP PRIZES 915TH GR SALMON EGG PROJECT 150SHIRTS FOR STAFF 93Q FUNDRAISER 239T-SHIRTS FOR 6TH GR CHORUS 1935TH/6TH GR TRANS SU ART BLDG 355SUPP PICNIC TABLES/BENCHES PLAYGR 226SUPP PICNIC TABLES/BENCHES PLAYGR 208CHORUS T-SHIRTS PRINTING 198BUSSES FOR FIELD TRIPS 1,4382ND GRADE ZOO FIELD TRIP 1301ST GRADE BEAVER LAKE FIELD TRIP 20EXTRA YEAR BOOKS 103AIE-AUTHOR BRUCE COVILLE VISIT 1,562AIE-ARTIST IN RES-DEB WALSH 1,874AIE-JACK GRAMLICH VISIT 1,909DONATION TO HS CRAFTSMAN CLUB 100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/EIN0161465016
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ReturnHeader/FilingSecurityInformation/IPTm015:58:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464202521
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert S Mattice
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0183 Blackberry Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Liverpool
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0130903001
ReturnHeader/PreparerPersonGrp/PhoneNum03156221032
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert S Mattice Jr
ReturnHeader/ReturnTs02017-10-27T15:36:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits