Civic Intelligence

West Elementary Parent-Teacher Organization

990EZ • Fiscal year 2017 • EIN 23-7208801

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 15, 2017

58 Beacon StreetAndover, MA 01810

(978) 247-5400

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$43,770

Down $7,723 (-15%) from 2016

Net Assets

Down

$43,770

Down $7,723 (-15%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$44,181

Up $2,261 (+5.4%) from 2016

Expenses

Down

$1,996

Down $27,270 (-93%) from 2016

Net Income

Up

$42,185

Up $29,531 (+233%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2015: $38,839Net Assets 2015: $38,8392015Assets 2016: $51,493Net Assets 2016: $51,4932016Assets 2017: $43,770Net Assets 2017: $43,7702017Assets 2018: $41,549Net Assets 2018: $41,5492018Assets 2019: $38,593Net Assets 2019: $38,5932019Assets 2020: $39,256Net Assets 2020: $39,2562020Assets 2021: $54,575Liabilities 2021: $0Net Assets 2021: $54,5752021Assets 2022: $69,954Liabilities 2022: $0Net Assets 2022: $69,9542022Assets 2023: $73,347Liabilities 2023: $0Net Assets 2023: $73,3472023Assets 2024: $80,002Liabilities 2024: $1,418Net Assets 2024: $78,5842024Assets 2025: $63,203Liabilities 2025: $0Net Assets 2025: $63,2032025

Highlighted filing

2017

Assets$43,770
Liabilities-
Net Assets$43,770

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2015: $33,238Expenses 2015: $31,348Net Income 2015: $1,8902015Revenue 2016: $41,920Expenses 2016: $29,266Net Income 2016: $12,6542016Revenue 2017: $44,181Expenses 2017: $1,996Net Income 2017: $42,1852017Revenue 2018: $31,692Expenses 2018: $32,023Net Income 2018: -$3312018Revenue 2019: $37,665Expenses 2019: $42,733Net Income 2019: -$5,0682019Revenue 2020: $27,226Expenses 2020: $26,563Net Income 2020: $6632020Revenue 2021: $40,712Expenses 2021: $25,466Net Income 2021: $15,2462021Revenue 2022: $40,888Expenses 2022: $25,509Net Income 2022: $15,3792022Revenue 2023: $43,896Expenses 2023: $40,503Net Income 2023: $3,3932023Revenue 2024: $37,876Expenses 2024: $32,639Net Income 2024: $5,2372024Revenue 2025: $18,595Expenses 2025: $33,976Net Income 2025: -$15,3812025

Highlighted filing

2017

Revenue$44,181
Expenses$1,996
Net Income$42,185
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 15, 2017
Return Version
2016v3.0
Gross Receipts
$54,453
Mission and Program Overview

Mission

Support educational activities at school

Program Services

DescriptionGrantsExpenses
STUDENT RELATED-$27,195
TEACHER RELATED-$6,913
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY BUCKLEYCo-PresidentPT$0--
SHERYL LOMANSEYCo-PresidentPT$0--
SANDRA MCGRATHCo-Vice PresidentPT$0--
CARLIE HORNBROOKCo-Vice PresidentPT$0--
SARAH WALSHTreasurerPT$0--
KELLY JANIANSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Calendar$14,004$14,004$768$13,236
Misc$10,923$10,923$2,032$8,891
Total Events$34,982$34,982$8,804$26,178
Filing and Contact Details

Filer

Filer Name
West Elementary School Pto
EIN
23-7208801
Phone
9782475400
Address
58 BEACON STREET, ANDOVER, MA 01810

Signing Officer

Name
Sarah Walsh
Title
Treasurer
Phone
9782475400
Signed
2017-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Simplified Tax and Business Services LLC
Address
1 ELM SQUARE SUITE 1A, ANDOVER, MA 01810
Preparer
Ellen Deluca
Phone
9788571510
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

ANDONA DONATION 1250.

Form 990EZ, Part I, Line 8

BATTY 2703.

Form 990EZ, Part I, Line 8

ICE CREAM SOCIAL 832.

Form 990EZ, Part I, Line 8

SWEETHEART DANCE 2512.

Form 990EZ, Part I, Line 16

BANK CHARGES 141.

Form 990EZ, Part I, Line 16

Clowntown scholarship 100.

Form 990EZ, Part I, Line 16

FEES AND CHARGES 574.

Form 990EZ, Part I, Line 16

PARENT TO PARENT 500.

Form 990EZ, Part I, Line 16

INSURANCE 255.

Form 990EZ, Part I, Line 16

PTO COFFEE 63.

Raw XML Appendix205 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/PhoneNum09785487655
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANDOVER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NANCY BUCKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERYL LOMANSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDRA MCGRATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARLIE HORNBROOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KELLY JANIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-49908
IRS990EZ/OtherExpensesTotalAmt01633
IRS990EZ/OtherRevenueTotalAmt07297
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUCATIONAL ACTIVITIES AT SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0363
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER RELATED
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027195
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16913
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08804
IRS990EZ/SpecialEventsNetIncomeLossAmt026178
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt034108
IRS990EZ/TotalRevenueAmt044181
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.westelpto.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08464
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011165
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0224561
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047153
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050108
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070887
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047680
IRS990ScheduleA/Total509Grp/TotalAmt0271685
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0271717
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08804
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MISC
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CALENDAR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010923
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034982
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026178
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06004
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08804
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02032
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANDONA DONATION 1250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BATTY 2703.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ICE CREAM SOCIAL 832.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SWEETHEART DANCE 2512.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES 141.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLOWNTOWN SCHOLARSHIP 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FEES AND CHARGES 574.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PARENT TO PARENT 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INSURANCE 255.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PTO COFFEE 63.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH WALSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09782475400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0237208801
ReturnHeader/Filer/PhoneNum09782475400
ReturnHeader/Filer/USAddress/AddressLine1Txt058 BEACON STREET
ReturnHeader/Filer/USAddress/CityNm0ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001810
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.237.112.225
ReturnHeader/FilingSecurityInformation/IPDt02019-05-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:55:32
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMPLIFIED TAX AND BUSINESS SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 ELM SQUARE SUITE 1A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001810
ReturnHeader/PreparerPersonGrp/PhoneNum09788571510
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLEN DELUCA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-29T17:55:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings