Civic Intelligence

Welch Elementary PTO

990EZ • Fiscal year 2018 • EIN 23-3042996

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 27, 2018

Organization ProfileWWW.WELCH.MY-PTO.ORG
750 New RoadChurchville, PA 18966

(610) 416-0258

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

9th percentile

-48%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$43,792

Down $13,863 (-24%) from 2017

Net Assets

Down

$43,792

Down $13,863 (-24%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$29,103

Down $18,879 (-39%) from 2017

Expenses

Down

$42,966

Down $16,691 (-28%) from 2017

Net Income

Down

-$13,863

Down $2,188 (-19%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$80K$60K$40K$20K$0Assets 2012: $77,048Liabilities 2012: $02012Assets 2013: $79,782Liabilities 2013: $02013Assets 2014: $56,110Liabilities 2014: $02014Assets 2015: $78,135Liabilities 2015: $02015Assets 2016: $69,330Net Assets 2016: $69,3302016Assets 2017: $57,655Net Assets 2017: $57,6552017Assets 2018: $43,792Net Assets 2018: $43,7922018Assets 2019: $56,678Net Assets 2019: $56,6782019Assets 2020: $42,533Net Assets 2020: $42,5332020Assets 2021: $28,072Net Assets 2021: $28,0722021Assets 2022: $45,530Net Assets 2022: $45,5302022Assets 2023: $33,035Net Assets 2023: $33,0352023Assets 2024: $42,093Liabilities 2024: $622Net Assets 2024: $41,4712024Assets 2025: $23,507Liabilities 2025: $295Net Assets 2025: $23,2122025

Highlighted filing

2018

Assets$43,792
Liabilities-
Net Assets$43,792
Open 2018 Filing

Operations Trend

Revenue Growth13th percentile

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

$100K$50K$0-$50KRevenue 2012: $49,218Expenses 2012: $22,753Net Income 2012: $26,4652012Revenue 2013: $59,122Expenses 2013: $56,388Net Income 2013: $2,7342013Revenue 2014: $31,704Expenses 2014: $55,376Net Income 2014: -$23,6722014Revenue 2015: $25,360Expenses 2015: $3,337Net Income 2015: $22,0232015Revenue 2016: $55,523Expenses 2016: $64,328Net Income 2016: -$8,8052016Revenue 2017: $47,982Expenses 2017: $59,657Net Income 2017: -$11,6752017Revenue 2018: $29,103Expenses 2018: $42,966Net Income 2018: -$13,8632018Revenue 2019: $31,319Expenses 2019: $18,433Net Income 2019: $12,8862019Revenue 2020: $24,762Expenses 2020: $38,907Net Income 2020: -$14,1452020Revenue 2021: $8,035Expenses 2021: $22,496Net Income 2021: -$14,4612021Revenue 2022: $62,181Expenses 2022: $44,723Net Income 2022: $17,4582022Revenue 2023: $44,660Expenses 2023: $57,155Net Income 2023: -$12,4952023Revenue 2024: $59,936Expenses 2024: $51,500Net Income 2024: $8,4362024Revenue 2025: $26,542Expenses 2025: $44,801Net Income 2025: -$18,2592025

Highlighted filing

2018

Revenue$29,103
Expenses$42,966
Net Income-$13,863
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 27, 2018
Return Version
2017v2.3
Gross Receipts
$29,103
Mission and Program Overview

Mission

Support welch elementary school & it's educational programs.

Program Services

DescriptionGrantsExpenses
VARIOUS EXPENSES PAID FOR STAFF & STUDENTS BY RAISING MONEY THROUGH VARIOUS PROGRAMS.-$36,817
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON KORANPresidentPT$0--
MARISSA O'NEILLVice PresidePT$0--
MEGAN HARKINA/P Treasure-$0--
BRIDGET DEMETSKYA/R TreasurePT$0--
JENNIFER MACKERCHARSecretary-$0--
YELENA RIVASWebmasterPT$0--
Filing and Contact Details

Filer

Filer Name
Welch Elementary Pto
EIN
23-3042996
Phone
6104160258
Address
750 NEW ROAD, CHURCHVILLE, PA 18966

Signing Officer

Name
Shannon Koran
Title
President
Signed
2018-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Bee Bergvall & Co
Address
130 ALMSHOUSE RD SUITE 201A, RICHBORO, PA 18954
Preparer
Craig Burton CPA
Phone
2159684224
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other income 991 total 991”

Form 990-ez, Part I, Line 16

“Program services program expenses 36,817 expenses insurance 739 pto supplies 3,444 scholarships 618 total 41,618”

Raw XML Appendix155 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MEGAN HARKIN
IRS990EZ/BooksInCareOfDetail/PhoneNum06104160258
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05 CUMBERLAND CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IVYLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018974
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057655
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043792
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13863
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01348
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057655
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043792
IRS990EZ/FundraisingGrossIncomeAmt010455
IRS990EZ/GrossReceiptsAmt029103
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05677
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057655
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043792
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057655
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043792
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANNON KORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARISSA O'NEILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN HARKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIDGET DEMETSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER MACKERCHAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5YELENA RIVAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2A/P TREASURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3A/R TREASURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WEBMASTER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041618
IRS990EZ/OtherRevenueTotalAmt0991
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT WELCH ELEMENTARY SCHOOL & IT'S EDUCATIONAL PROGRAMS.
IRS990EZ/ProgramServiceRevenueAmt011980
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS EXPENSES PAID FOR STAFF & STUDENTS BY RAISING MONEY THROUGH VARIOUS PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036817
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt010455
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042966
IRS990EZ/TotalProgramServiceExpensesAmt036817
IRS990EZ/TotalRevenueAmt029103
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.WELCH.MY-PTO.ORG/
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0233042996
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt011447
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WELCH ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0WELCH ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt011447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 991 TOTAL 991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM SERVICES PROGRAM EXPENSES 36,817 EXPENSES INSURANCE 739 PTO SUPPLIES 3,444 SCHOLARSHIPS 618 TOTAL 41,618
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON KORAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELCH ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WELC
ReturnHeader/Filer/EIN0233042996
ReturnHeader/Filer/PhoneNum06104160258
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 NEW ROAD
ReturnHeader/Filer/USAddress/CityNm0CHURCHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018966
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A0D890806678E283C743CAE1876DB8C28E29C278
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A0D890806678E283C743CAE1876DB8C28E29C278
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.162.146.76
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:20:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232749044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEE BERGVALL & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 ALMSHOUSE RD SUITE 201A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018954
ReturnHeader/PreparerPersonGrp/PhoneNum02159684224
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG BURTON CPA
ReturnHeader/ReturnTs02018-11-07T12:20:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,792
Liabilities
-
Net assets
$43,792
Revenue
$29,103
Expenses
$42,966
Net income
-$13,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.5$0.30$23.2$26.5$44.8$18.3
2024Detailed filing. Detailed filing data is available for this year.$42.1$0.62$41.5$59.9$51.5$8.44
2023Detailed filing. Detailed filing data is available for this year.$33.0$33.0$44.7$57.2$12.5
2022Detailed filing. Detailed filing data is available for this year.$45.5$45.5$62.2$44.7$17.5
2021Detailed filing. Detailed filing data is available for this year.$28.1$28.1$8.04$22.5$14.5
2020Detailed filing. Detailed filing data is available for this year.$42.5$42.5$24.8$38.9$14.1
2019Detailed filing. Detailed filing data is available for this year.$56.7$56.7$31.3$18.4$12.9
2018Detailed filing. Detailed filing data is available for this year.$43.8$43.8$29.1$43.0$13.9
2017Detailed filing. Detailed filing data is available for this year.$57.7$57.7$48.0$59.7$11.7
2016Detailed filing. Detailed filing data is available for this year.$69.3$69.3$55.5$64.3$8.81
2015Summary only. Only limited summary data is available for this year.$78.1$0.00$25.4$3.34$22.0
2014Summary only. Only limited summary data is available for this year.$56.1$0.00$31.7$55.4$23.7
2013Summary only. Only limited summary data is available for this year.$79.8$0.00$59.1$56.4$2.73
2012Summary only. Only limited summary data is available for this year.$77.0$0.00$49.2$22.8$26.5