Civic Intelligence

PTA Westlake Middle School

990EZ • Fiscal year 2015 • EIN 25-1596739

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

Organization ProfileN/A
4330 West Lake RoadErie, PA 16505

(814) 833-8817

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

34th percentile

-6.0%

Faster asset growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,369

Down $2,933 (-12%) from 2013

Net Assets

Down

$22,369

Down $2,933 (-12%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Down

$934

Down $1,736 (-65%) from 2013

Expenses

Down

$185

Down $4,432 (-96%) from 2013

Net Income

Up

$749

Up $2,696 (+138%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$30K$20K$10K$0Assets 2011: $21,025Net Assets 2011: $21,0252011Assets 2012: $27,249Net Assets 2012: $27,2492012Assets 2013: $25,302Net Assets 2013: $25,3022013Assets 2015: $22,369Net Assets 2015: $22,3692015Assets 2016: $21,276Net Assets 2016: $21,2762016Assets 2022: $11,161Net Assets 2022: $11,1612022Assets 2023: $5,327Net Assets 2023: $5,3272023Assets 2024: $1,711Net Assets 2024: $1,7112024Assets 2025: $5,434Net Assets 2025: $5,4342025

Highlighted filing

2015

Assets$22,369
Liabilities-
Net Assets$22,369
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $5,624Expenses 2011: $2,039Net Income 2011: $3,5852011Revenue 2012: $8,049Expenses 2012: $1,825Net Income 2012: $6,2242012Revenue 2013: $2,670Expenses 2013: $4,617Net Income 2013: -$1,9472013Revenue 2015: $934Expenses 2015: $185Net Income 2015: $7492015Revenue 2016: $48,777Expenses 2016: $49,870Net Income 2016: -$1,0932016Revenue 2022: $2,637Expenses 2022: $9,502Net Income 2022: -$6,8652022Revenue 2023: $4,926Expenses 2023: $10,760Net Income 2023: -$5,8342023Revenue 2024: $3,988Expenses 2024: $7,604Net Income 2024: -$3,6162024Revenue 2025: $6,557Expenses 2025: $2,834Net Income 2025: $3,7232025

Highlighted filing

2015

Revenue$934
Expenses$185
Net Income$749
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$50,919
Mission and Program Overview

Mission

Child Advocacy

Program Services

DescriptionGrantsExpenses
NONE--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA RECKARDPresident-$0--
KIM QUIRKFirst VP-$0--
TAMMI GOLENSecond VP-$0--
ANNE HANCOCKTreasurer-$0--
SANDY DONNELLYRecording Secretary-$0--
Filing and Contact Details

Filer

Filer Name
PTA Westlake Middle School
EIN
25-1596739
Phone
8148338817
Address
4330 West Lake Road, Erie, PA 16505

Signing Officer

Name
Anne Hancock
Title
Treasurer
Phone
8148338817
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Larry A Emery Accountant
Address
204 W 11th St Suite B, ERIE, PA 16501
Preparer
Larry a Emery
Phone
8144591186
Raw XML Appendix132 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/USAddress/CityNm0Erie
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd016505
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021620
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt049985
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt080
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0104
IRS990EZ/GrossReceiptsAmt050919
IRS990EZ/GrossSalesOfInventoryAmt050089
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0830
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA RECKARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM QUIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAMMI GOLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNE HANCOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SANDY DONNELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1First VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Second VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Recording Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy
IRS990EZ/PrintingPublicationsPostageAmt0105
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0185
IRS990EZ/TotalRevenueAmt0934
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048616
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051397
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt051241
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0247755
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0247755
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050919
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051397
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045582
IRS990ScheduleA/Total509Grp/TotalAmt0247755
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0247755
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE HANCOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08148338817
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Westlake Middle School
ReturnHeader/Filer/BusinessNameControlTxt0PTAW
ReturnHeader/Filer/EIN0251596739
ReturnHeader/Filer/PhoneNum08148338817
ReturnHeader/Filer/USAddress/AddressLine1Txt04330 West Lake Road
ReturnHeader/Filer/USAddress/CityNm0Erie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016505
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Larry A Emery Accountant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0204 W 11th St Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ERIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016501
ReturnHeader/PreparerPersonGrp/PhoneNum08144591186
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY A EMERY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-12T14:21:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,369
Liabilities
-
Net assets
$22,369
Revenue
$934
Expenses
$185
Net income
$749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.43$5.43$6.56$2.83$3.72
2024Detailed filing. Detailed filing data is available for this year.$1.71$1.71$3.99$7.60$3.62
2023Detailed filing. Detailed filing data is available for this year.$5.33$5.33$4.93$10.8$5.83
2022Detailed filing. Detailed filing data is available for this year.$11.2$11.2$2.64$9.50$6.87
2016Detailed filing. Detailed filing data is available for this year.$21.3$21.3$48.8$49.9$1.09
2015Detailed filing. Detailed filing data is available for this year.$22.4$22.4$0.93$0.19$0.75
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.3$25.3$2.67$4.62$1.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$27.2$8.05$1.83$6.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$21.0$5.62$2.04$3.59