Civic Intelligence

PTA Westlake Middle School

990EZ • Fiscal year 2016 • EIN 25-1596739

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

35th percentile

-2.2%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

36th percentile

-4.9%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

5122%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$21,276

Down $1,093 (-4.9%) from 2015

Net Assets

Down

$21,276

Down $1,093 (-4.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$48,777

Up $47,843 (+5122%) from 2015

Expenses

Up

$49,870

Up $49,685 (+26857%) from 2015

Net Income

Down

-$1,093

Down $1,842 (-246%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$21,276
Liabilities-
Net Assets$21,276

Operations Trend

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

2016

Revenue$48,777
Expenses$49,870
Net Income-$1,093
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$48,777
Mission and Program Overview

Mission

Child Advocacy

Program Services

DescriptionGrantsExpenses
NONE--
Compensation and Service Providers

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
2016-11-15
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
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

6th Grade Allowance 1199.

Form 990EZ, Part I, Line 16

7th Grade Allowance 747.

Form 990EZ, Part I, Line 16

8th Grade Allowance 182.

Form 990EZ, Part I, Line 16

Encore Allowance 819.

Form 990EZ, Part I, Line 16

8th Grade Party 1907.

Form 990EZ, Part I, Line 16

8th Grade T Shirts 1523.

Form 990EZ, Part I, Line 16

8th Grade Trip 9849.

Form 990EZ, Part I, Line 16

Book Fair 5325.

Form 990EZ, Part I, Line 16

Box Tops 154.

Form 990EZ, Part I, Line 16

County Council Dues 40.

Form 990EZ, Part I, Line 16

County Council Banquet 24.

Form 990EZ, Part I, Line 16

Dance Expenses 1612.

Form 990EZ, Part I, Line 16

Field Day 600.

Form 990EZ, Part I, Line 16

Fundraiser Expense 15664.

Form 990EZ, Part I, Line 16

Health Room Exp 19.

Form 990EZ, Part I, Line 16

Hospitality 282.

Form 990EZ, Part I, Line 16

Insurance 328.

Form 990EZ, Part I, Line 16

McDowell High After Grad party 100.

Form 990EZ, Part I, Line 16

PTA Folders 652.

Form 990EZ, Part I, Line 16

PTA President Scholarship 250.

Form 990EZ, Part I, Line 16

Reflections 238.

Form 990EZ, Part I, Line 16

School Play 250.

Form 990EZ, Part I, Line 16

School Store 424.

Form 990EZ, Part I, Line 16

Spirit Wear 288.

Form 990EZ, Part I, Line 16

Staff Apreciation 1106.

Form 990EZ, Part I, Line 16

Staff Luncheon 441.

Form 990EZ, Part I, Line 16

Student Recognition Breakfast 301.

Form 990EZ, Part I, Line 16

Training 200.

Form 990EZ, Part I, Line 16

Treasurer ALlowance 58.

Form 990EZ, Part I, Line 16

VIP Student party 200.

Form 990EZ, Part I, Line 16

Waldameer 3913.

Form 990EZ, Part I, Line 16

Westlake Scholarship 400.

Form 990EZ, Part I, Line 16

Membership 580.

Raw XML Appendix200 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum08148338817
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04330 West Lake Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Erie
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd016505
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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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/OtherExpensesTotalAmt049675
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy
IRS990EZ/PrintingPublicationsPostageAmt0105
IRS990EZ/ProgramServiceRevenueAmt047947
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt048777
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048777
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048616
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt051397
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051241
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0250950
IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048777
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050919
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051397
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051241
IRS990ScheduleA/Total509Grp/TotalAmt0250950
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0250950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06th Grade Allowance 1199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17th Grade Allowance 747.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28th Grade Allowance 182.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Encore Allowance 819.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt48th Grade Party 1907.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt58th Grade T Shirts 1523.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt68th Grade Trip 9849.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Book Fair 5325.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Box Tops 154.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9County Council Dues 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10County Council Banquet 24.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Dance Expenses 1612.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Field Day 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Fundraiser Expense 15664.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Health Room Exp 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Hospitality 282.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Insurance 328.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17McDowell High After Grad party 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18PTA Folders 652.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19PTA President Scholarship 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Reflections 238.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21School Play 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22School Store 424.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Spirit Wear 288.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Staff Apreciation 1106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Staff Luncheon 441.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Student Recognition Breakfast 301.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Training 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Treasurer ALlowance 58.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29VIP Student party 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Waldameer 3913.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Westlake Scholarship 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Membership 580.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE HANCOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08148338817
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
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/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY A EMERY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-15T08:43:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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No mirrored PDF or thumbnail assets are attached yet.

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