Civic Intelligence

Welch Elementary PTO

990EZ • Fiscal year 2024 • EIN 23-3042996

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 17, 2024

Organization ProfileMMWPTO.MEMBERSHIPTOOLKIT.COM
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

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

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

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

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

Net Margin

67th percentile

14%

Higher net margin than 67% 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

77th percentile

27%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

77th percentile

34%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$42,093

Up $9,058 (+27%) from 2023

Net Assets

Up

$41,471

Up $8,436 (+26%) from 2023

Liabilities

$622

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin67th percentile

Revenue

Up

$59,936

Up $15,276 (+34%) from 2023

Expenses

Down

$51,500

Down $5,655 (-9.9%) from 2023

Net Income

Up

$8,436

Up $20,931 (+168%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2024

Assets$42,093
Liabilities$622
Net Assets$41,471
Open 2024 Filing

Operations Trend

Revenue Growth77th 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

2024

Revenue$59,936
Expenses$51,500
Net Income$8,436
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 17, 2024
Return Version
2023v6.0
Gross Receipts
$61,997
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.-$26,030
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY SCARLETTPresidentPT$0--
JENNIFER MACKERCHARVice PresidePT$0--
GEORGEANN DICAPRIOSecretary-$0--
LISA HOELZLEA/R Treasure-$0--
MACKENZIE WILSONA/P Treasure-$0--
GAVIN LINDSAYWebmaster-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Student Store$9,023$9,023-$9,023
Pretzel Sales$8,675$8,675-$8,675
Total Events$17,698$17,698-$17,698
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
Mackenzie Wilson
Title
A/p Treasurer
Signed
2024-12-17
Discuss with paid preparer
Yes

Preparer

Firm
Bee Bergvall & Co
Address
PO BOX 754, WARRINGTON, PA 18976-0754
Preparer
Craig Burton CPA
Phone
2153432727
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other income 4,141 total 4,141”

Form 990-ez, Part I, Line 16

“Program services program expenses 26,030 expenses classroom snack totes 313 insurance 829 lumapay transaction fees 1,683 other operating expenses 12,149 project expenses 2,020 scholarships 1,000 student planners/folders 968 supplies & materials 4,257 total 49,249”

Form 990-ez, Part II, Line 26

“Account credit 0 288 sales tax payable 0 296 other liabilities 0 38”

Raw XML Appendix163 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/PersonNm0AMY SCARLETT
IRS990EZ/BooksInCareOfDetail/PhoneNum06104160258
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0171 STRAWBERRY LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IVYLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018974
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033035
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042093
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0415
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08436
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02251
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033035
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042093
IRS990EZ/FundraisingGrossIncomeAmt035164
IRS990EZ/GrossReceiptsAmt061997
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08407
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033035
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041471
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033035
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041471
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY SCARLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER MACKERCHAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GEORGEANN DICAPRIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA HOELZLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MACKENZIE WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GAVIN LINDSAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3A/R TREASURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4A/P TREASURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WEBMASTER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049249
IRS990EZ/OtherRevenueTotalAmt04141
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT WELCH ELEMENTARY SCHOOL & IT'S EDUCATIONAL PROGRAMS.
IRS990EZ/ProgramServiceRevenueAmt013870
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS EXPENSES PAID FOR STAFF & STUDENTS BY RAISING MONEY THROUGH VARIOUS PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026030
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02061
IRS990EZ/SpecialEventsNetIncomeLossAmt033103
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0622
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051500
IRS990EZ/TotalProgramServiceExpensesAmt026030
IRS990EZ/TotalRevenueAmt059936
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://MMWPTO.MEMBERSHIPTOOLKIT.COM/
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/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WELCH ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0WELCH ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STUDENT STORE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PRETZEL SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09023
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017698
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09023
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017698
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 4,141 TOTAL 4,141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM SERVICES PROGRAM EXPENSES 26,030 EXPENSES CLASSROOM SNACK TOTES 313 INSURANCE 829 LUMAPAY TRANSACTION FEES 1,683 OTHER OPERATING EXPENSES 12,149 PROJECT EXPENSES 2,020 SCHOLARSHIPS 1,000 STUDENT PLANNERS/FOLDERS 968 SUPPLIES & MATERIALS 4,257 TOTAL 49,249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNT CREDIT 0 288 SALES TAX PAYABLE 0 296 OTHER LIABILITIES 0 38
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MACKENZIE WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0A/P TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-17
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232749044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEE BERGVALL & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 754
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARRINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0189760754
ReturnHeader/PreparerPersonGrp/PhoneNum02153432727
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG BURTON CPA
ReturnHeader/ReturnTs02025-01-15T14:54:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,093
Liabilities
$622
Net assets
$41,471
Revenue
$59,936
Expenses
$51,500
Net income
$8,436
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