Civic Intelligence

Willowfield Elementary PTO Inc

990EZ • Fiscal year 2019 • EIN 16-1465016

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 05, 2019

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

8th percentile

-55%

Higher net margin than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-46%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$50,076

Down $7,716 (-13%) from 2018

Net Assets

Down

$50,076

Down $7,716 (-13%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$13,986

Down $12,086 (-46%) from 2018

Expenses

Up

$21,702

Up $8,026 (+59%) from 2018

Net Income

Down

-$7,716

Down $20,112 (-162%) from 2018

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

2019

Assets$50,076
Liabilities$0
Net Assets$50,076

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

2019

Revenue$13,986
Expenses$21,702
Net Income-$7,716
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 5, 2019
Return Version
2018v3.1
Gross Receipts
$36,845
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--
KRISTYN BENNETTCo-PresidentPT$0--
JAMIE SCHLEICHERTreasurerPT$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
Treasurer
Phone
3156522343
Signed
2019-09-05
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 AmountSCHOLARSHIP-DOLLARS FOR SCHOLARS 600BJS MEMBERSHIP 27PRINTING, POSTAGE AND SUPPLIES 38THANKSGIVING BASKETS 361STAFF APPRECIATION 307STUDENT PLANNERS GRADES 3-6 234BACK TO SCHOOL EVENT 356POSITIVITY PROJECT TSHIRTS STAFF 150STORAGE BINS 818POPSICLES FOR FIELD DAYS 30CLASS SUBSCRIPTIONS/SUPPLIES 2,371CLASS FIELD TRIPS 970SANDRA MARKLE AUTHOR VISIT 1,546JACK GRAMLICH VISIT 1,840

Raw XML Appendix140 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/PersonNm0JAMIE SCHLEICHER
IRS990EZ/BooksInCareOfDetail/PhoneNum03156522343
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08417 OSWEGO ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Baldwinsville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013027
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057792
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050076
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7716
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057792
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050076
IRS990EZ/FundraisingGrossIncomeAmt036845
IRS990EZ/GrossReceiptsAmt036845
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057792
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050076
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057792
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050076
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE KORTHAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTYN BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMIE SCHLEICHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt09648
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDS TO BENEFIT WILLOWFIELD ELEMENTARY
IRS990EZ/PrintingPublicationsPostageAmt011854
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
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022859
IRS990EZ/SpecialEventsNetIncomeLossAmt013986
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021702
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt013986
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt04529
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt04529
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04529
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt056
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt04529
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt04529
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.66390
IRS990ScheduleA/PublicSupportPY509Pct00.66580
IRS990ScheduleA/PublicSupportTotal509Amt09058
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09058
IRS990ScheduleA/Total509Grp/TotalAmt09058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt013643
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013643
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PLAYGROUND
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
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 AmountSCHOLARSHIP-DOLLARS FOR SCHOLARS 600BJS MEMBERSHIP 27PRINTING, POSTAGE AND SUPPLIES 38THANKSGIVING BASKETS 361STAFF APPRECIATION 307STUDENT PLANNERS GRADES 3-6 234BACK TO SCHOOL EVENT 356POSITIVITY PROJECT TSHIRTS STAFF 150STORAGE BINS 818POPSICLES FOR FIELD DAYS 30CLASS SUBSCRIPTIONS/SUPPLIES 2,371CLASS FIELD TRIPS 970SANDRA MARKLE AUTHOR VISIT 1,546JACK GRAMLICH VISIT 1,840
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE SCHLEICHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03156522343
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLOWFIELD ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0161465016
ReturnHeader/Filer/USAddress/AddressLine1Txt08417 OSWEGO ROAD
ReturnHeader/Filer/USAddress/CityNm0Baldwinsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013027
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-10-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.115.176.176
ReturnHeader/FilingSecurityInformation/IPDt02019-10-11
ReturnHeader/FilingSecurityInformation/IPTm011:53:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814791604
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/PreparationDt02019-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert S Mattice Jr
ReturnHeader/ReturnTs02019-10-11T11:36:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings