Civic Intelligence

Willow Lane Elementary PTO

990EZ • Fiscal year 2014 • EIN 27-2406254

Aug 01, 2013 to Jul 31, 2014 • Filed on Mar 15, 2015

6135 Sauerkraut Ln18062

(484) 519-3300

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$40,054

No earlier filing loaded for comparison.

Net Assets

$40,054

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$37,839

No earlier filing loaded for comparison.

Expenses

$27,746

No earlier filing loaded for comparison.

Net Income

$10,093

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $40,054Net Assets 2014: $40,0542014Assets 2015: $43,161Liabilities 2015: $250Net Assets 2015: $42,9112015Assets 2016: $43,367Net Assets 2016: $43,3672016Assets 2017: $46,449Net Assets 2017: $46,4492017Assets 2018: $35,074Net Assets 2018: $35,0742018Assets 2019: $44,772Net Assets 2019: $44,7722019Assets 2021: $53,473Net Assets 2021: $53,4732021Assets 2022: $67,311Net Assets 2022: $67,3112022Assets 2023: $81,894Net Assets 2023: $81,8942023Assets 2024: $77,356Net Assets 2024: $77,3562024Assets 2025: $44,775Net Assets 2025: $44,7752025

Highlighted filing

2014

Assets$40,054
Liabilities-
Net Assets$40,054

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $37,839Expenses 2014: $27,746Net Income 2014: $10,0932014Revenue 2015: $36,117Expenses 2015: $33,295Net Income 2015: $2,8222015Revenue 2016: $36,321Expenses 2016: $35,865Net Income 2016: $4562016Revenue 2017: $48,374Expenses 2017: $45,326Net Income 2017: $3,0482017Revenue 2018: $43,015Expenses 2018: $54,390Net Income 2018: -$11,3752018Revenue 2019: $54,981Expenses 2019: $45,283Net Income 2019: $9,6982019Revenue 2021: $6,764Expenses 2021: $16,966Net Income 2021: -$10,2022021Revenue 2022: $50,189Expenses 2022: $36,351Net Income 2022: $13,8382022Revenue 2023: $47,066Expenses 2023: $32,483Net Income 2023: $14,5832023Revenue 2024: $42,624Expenses 2024: $47,162Net Income 2024: -$4,5382024Revenue 2025: $40,747Expenses 2025: $73,328Net Income 2025: -$32,5812025

Highlighted filing

2014

Revenue$37,839
Expenses$27,746
Net Income$10,093
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Mar 15, 2015
Return Version
2013v4.0
Gross Receipts
$77,995
Mission and Program Overview

Mission

The pto's mission is to support the education of students at willow lane elementary by fostering positive relationships among the school, parents, teachers and students.

Program Services

DescriptionGrantsExpenses
GRADE LEVEL FIELDTRIPS WERE FUNDED SO THAT TEACHERS COULD TAKE STUDENTS ON TRIPS WITHOUT THE COSTS OF THE EXPENSE TO THE FAMILIES. THIS ALLOWED THE TEACHERS TO CHOOSE BETTER EDUCATIONAL TRIPS IN THE AREAS OF SUCH AS SOCIAL STUDIES, SCIENCE AND ART. THEREFORE THE PTO SUPPORTED "OUT OF CLASSROOM" EDUCATION.-$18,804
RECOGNITION - TEACHERS & STUDENTS WERE RECOGNIZED FOR THEIR ACCOMPLISHMENTS. RECOGNITION WAS THROUGH AWARDS TO TEACHERS TO PURCHASE MATERIALS TO AID THEM IN THE CLASSROOM. EVENTS HONORED GRADUATING STUDENTS AND THEIR FAMILIES.-$6,055
EDUCATIONAL MATERIALS & EQUIPMENT-PURCHASES WERE MADE FOR ADDITIONAL EQUIPMENT NEEDED IN THE SCHOOL'S PLAYGROUND THAT WERE OUTSIDE THE SCHOOL'S BUDGET. ADDITIONAL EDUCATIONAL MATERIAL WAS PURCHASED TO SUPPLMENT CLASSROOM RESOURCES AS TEACHING AIDS.-$344
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENEE O'NEILPresident-$0--
TRISH SHERWOODVice President-$0--
TAWAN TURNQUESTTreasurer-$0--
DANIELA KOMPACommunications Officer-$0--
NICOLE FILINOCommunications Officer-$0--
ERIN GERHARTCommunications Officer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$15,779$15,779$3,031$12,748
Event 2$9,750$9,750$4,854$4,896
Total Events$67,805$67,805$37,691$30,114
Filing and Contact Details

Filer

EIN
27-2406254
Phone
4845193300

Signing Officer

Name
Tawan Turnquest
Title
Stephen J Haffner
Phone
4845193300
Signed
2015-03-15

Preparer

Preparer
Stephen J Haffner CPA
Phone
6109665137
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Bank fees & supplies 49. Community expenses 430. Enrichment expenses 20397. Information technology 83. Office expenses 321. Recognition expenses 6055. Depreciation 177. Discretionary expense 234.

Form 990EZ, Part II, Line 24

Inventories 2680. 1960. Machinery & equipment 443. 266.

Raw XML Appendix176 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/USAddress/City0MACUNGIE
IRS990EZ/BooksInCareOfDetail/USAddress/State0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode018062
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAWAN TURNQUEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIELA KOMPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICOLE FILINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERIN GERHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMMUNICATIONS OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIONS OFFICER
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03123
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02226
IRS990EZ/OtherExpensesTotalAmt027746
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PTO'S MISSION IS TO SUPPORT THE EDUCATION OF STUDENTS AT WILLOW LANE ELEMENTARY BY FOSTERING POSITIVE RELATIONSHIPS AMONG THE SCHOOL, PARENTS, TEACHERS AND STUDENTS.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRADE LEVEL FIELDTRIPS WERE FUNDED SO THAT TEACHERS COULD TAKE STUDENTS ON TRIPS WITHOUT THE COSTS OF THE EXPENSE TO THE FAMILIES. THIS ALLOWED THE TEACHERS TO CHOOSE BETTER EDUCATIONAL TRIPS IN THE AREAS OF SUCH AS SOCIAL STUDIES, SCIENCE AND ART. THEREFORE THE PTO SUPPORTED "OUT OF CLASSROOM" EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RECOGNITION - TEACHERS & STUDENTS WERE RECOGNIZED FOR THEIR ACCOMPLISHMENTS. RECOGNITION WAS THROUGH AWARDS TO TEACHERS TO PURCHASE MATERIALS TO AID THEM IN THE CLASSROOM. EVENTS HONORED GRADUATING STUDENTS AND THEIR FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EDUCATIONAL MATERIALS & EQUIPMENT-PURCHASES WERE MADE FOR ADDITIONAL EQUIPMENT NEEDED IN THE SCHOOL'S PLAYGROUND THAT WERE OUTSIDE THE SCHOOL'S BUDGET. ADDITIONAL EDUCATIONAL MATERIAL WAS PURCHASED TO SUPPLMENT CLASSROOM RESOURCES AS TEACHING AIDS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2344
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt092910
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt05760
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05760
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0876
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0READATHON
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0KIDSTUFF BOOKS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030114
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0179
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt02823
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03031
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK FEES & SUPPLIES 49. COMMUNITY EXPENSES 430. ENRICHMENT EXPENSES 20397. INFORMATION TECHNOLOGY 83. OFFICE EXPENSES 321. RECOGNITION EXPENSES 6055. DEPRECIATION 177. DISCRETIONARY EXPENSE 234.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORIES 2680. 1960. MACHINERY & EQUIPMENT 443. 266.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TAWAN TURNQUEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0STEPHEN J HAFFNER
ReturnHeader/BusinessOfficerGrp/PhoneNum04845193300
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLOW LANE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0272406254
ReturnHeader/Filer/PhoneNum04845193300
ReturnHeader/Filer/USAddress/AddressLine106135 SAUERKRAUT LN
ReturnHeader/Filer/USAddress/City0MACUNGIE
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode018062
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HAFFNER & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10128 E MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MACUNGIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0180621311
ReturnHeader/PreparerPersonGrp/PhoneNum06109665137
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN J HAFFNER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-03-16T20:21:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

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