Civic Intelligence

Weston Intermediate School PTO Inc.

990EZ • Fiscal year 2019 • EIN 30-0310076

Aug 01, 2018 to Jul 31, 2019 • Filed on Jul 03, 2020

95 School RoadWeston, CT 06883

(203) 291-2700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

8.9%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$140,255

Up $14,426 (+11%) from 2018

Net Assets

Up

$140,255

Up $14,426 (+11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$57,630

Up $4,712 (+8.9%) from 2018

Expenses

Up

$43,204

Up $732 (+1.7%) from 2018

Net Income

Up

$14,426

Up $3,980 (+38%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $93,397Net Assets 2010: $93,3972010Assets 2011: $89,229Net Assets 2011: $89,2292011Assets 2013: $84,351Liabilities 2013: $0Net Assets 2013: $84,3512013Assets 2014: $74,139Liabilities 2014: $0Net Assets 2014: $74,1392014Assets 2015: $52,731Liabilities 2015: $0Net Assets 2015: $52,7312015Assets 2016: $96,636Liabilities 2016: $0Net Assets 2016: $96,6362016Assets 2017: $115,383Liabilities 2017: $0Net Assets 2017: $115,3832017Assets 2018: $125,829Liabilities 2018: $0Net Assets 2018: $125,8292018Assets 2019: $140,255Liabilities 2019: $0Net Assets 2019: $140,2552019Assets 2020: $131,147Liabilities 2020: $0Net Assets 2020: $131,1472020Assets 2021: $109,110Liabilities 2021: $0Net Assets 2021: $109,1102021Assets 2022: $114,646Liabilities 2022: $0Net Assets 2022: $114,6462022Assets 2023: $121,132Liabilities 2023: $0Net Assets 2023: $121,1322023

Highlighted filing

2019

Assets$140,255
Liabilities$0
Net Assets$140,255

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $55,427Expenses 2010: $41,120Net Income 2010: $14,3072010Revenue 2011: $56,898Expenses 2011: $61,066Net Income 2011: -$4,1682011Revenue 2013: $67,495Expenses 2013: $53,667Net Income 2013: $13,8282013Revenue 2014: $70,740Expenses 2014: $80,952Net Income 2014: -$10,2122014Revenue 2015: $60,255Expenses 2015: $81,663Net Income 2015: -$21,4082015Revenue 2016: $65,789Expenses 2016: $40,388Net Income 2016: $25,4012016Revenue 2017: $69,880Expenses 2017: $51,133Net Income 2017: $18,7472017Revenue 2018: $52,918Expenses 2018: $42,472Net Income 2018: $10,4462018Revenue 2019: $57,630Expenses 2019: $43,204Net Income 2019: $14,4262019Revenue 2020: $28,404Expenses 2020: $37,512Net Income 2020: -$9,1082020Revenue 2021: $21,154Expenses 2021: $43,191Net Income 2021: -$22,0372021Revenue 2022: $56,734Expenses 2022: $51,198Net Income 2022: $5,5362022Revenue 2023: $82,972Expenses 2023: $76,486Net Income 2023: $6,4862023

Highlighted filing

2019

Revenue$57,630
Expenses$43,204
Net Income$14,426
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jul 3, 2020
Return Version
2018v3.1
Gross Receipts
$132,776
Mission and Program Overview

Mission

Parent teacher organization

Program Services

DescriptionGrantsExpenses
PROMOTE QUALITY EDUCATION AT WESTON INTERMEDIATE SCHOOL BY IMPROVING COMMUNICATION AND PROVIDING VARIOUS SUPPORT$20,552$34,456
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIELLA SWETLANDVice-PresidentPT$0--
KATIE COLLAPRICOPresident-$0--
ROBYN TASSecretary-$0--
SUZANNA QUINNTreasurer-$0--
TAMMY ROBERTSPast President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mem Day Fair$87,014$85,414$64,639$20,775
Book Fair$15,448$15,448$9,468$5,980
Total Events$102,462$100,862$74,107$26,755
Filing and Contact Details

Filer

Filer Name
Weston Intermediate School Pto Inc
EIN
30-0310076
Address
95 SCHOOL ROAD, Weston, CT 06883

Signing Officer

Name
Tammy Roberts
Title
Past President
Phone
2032912700
Signed
2020-07-03
Discuss with paid preparer
Yes

Preparer

Firm
Harvey G Gersten CPA
Address
108-18 Queens Blvd 8 Fl Ste 6, Forest Hills, NY 11375
Preparer
Harvey Gersten
Phone
7185445288
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity LITERARY - AUTHORS Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 2,250Activity CULTURAL - TALENT ON TAP Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 3,420Activity COURTYARD MAINTENANCE Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 1,821Activity EDUCATION - DEVELOPMENT FD Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 4,229Activity EDUCATION - OTHER Grantee WESTON EDUCATION FOUNDATION Street PO BOX 1093 City, State, Zip Weston, CT 06883Amount 500Activity EDUCATION - OTHER ALLOCATIONS Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 4,201Activity POSTER PRINTER Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 2,296Activity MUSIC PROGRAM Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 1,835

Description of other expenses Part I line 16

Description AmountINSURANCE 375MISCELLANEOUS 1,241OTHER PROGRAM EXPENSES 14,104STAFF EXPENSES 4,464

Raw XML Appendix191 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/PhoneNum02032912700
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Weston
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE COLLAPRICO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUZANNA QUINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TAMMY ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020184
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt01918
IRS990EZ/ProgramServiceRevenueAmt013631
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE QUALITY EDUCATION AT WESTON INTERMEDIATE SCHOOL BY IMPROVING COMMUNICATION AND PROVIDING VARIOUS SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020552
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034456
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043204
IRS990EZ/TotalProgramServiceExpensesAmt034456
IRS990EZ/TotalRevenueAmt057630
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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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/SupportNonSupportedOrgInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0WESTON EDUCATION FOUNATION - GRANT $500
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE PRINCIPAL OF THE SUPPORTED ORGANIZATION ATTENDS EXECUTIVE AND GENERAL BOARD MEETINGS ASSURING A CLOSE AND CONTINUOUS RELATIONSHIP WITH THE PTO.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE PTO ENHANCES THE CURRICULUM AND PROMOTES QUALITY EDUCATION FOR THE WESTON INTERMEDIATE SCHOOL BY ENRICHING THE SCHOOLS EDUCATION ENVIRONMENT AND PROVIDING FROM TIME TO TIME VARIOUS SUPPORT SERVICES. THE PTO ADDRESSES ISSUES AFFECTING THE QUALITY OF THE EDUCATIONAL ENVIRONMENT BOTH AT THE SCHOOL AND WITHIN THE WESTON PUBLIC SCHOOLS AND MAKES RECOMMENDATIONS FOR IMPROVEMENT BY FACILITATING COMMUNICATIONS AMONG STUDENTS, FACULTY, PARENTS, ADMINISTRATION AND THE COMMUNITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Provided support Part IV line 6
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Appointed or elected Part IV Sect D line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Directly further the exempt purposes Part IV Sect E line 2a
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066002127
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt020052
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTON INTERMEDIATE SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleA/SupportSumAmt020052
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015448
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015448
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09468
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity LITERARY - AUTHORS Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 2,250Activity CULTURAL - TALENT ON TAP Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 3,420Activity COURTYARD MAINTENANCE Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 1,821Activity EDUCATION - DEVELOPMENT FD Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 4,229Activity EDUCATION - OTHER Grantee WESTON EDUCATION FOUNDATION Street PO BOX 1093 City, State, Zip Weston, CT 06883Amount 500Activity EDUCATION - OTHER ALLOCATIONS Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 4,201Activity POSTER PRINTER Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 2,296Activity MUSIC PROGRAM Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 1,835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountINSURANCE 375MISCELLANEOUS 1,241OTHER PROGRAM EXPENSES 14,104STAFF EXPENSES 4,464
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PAST PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02032912700
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTON INTERMEDIATE SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0300310076
ReturnHeader/Filer/USAddress/AddressLine1Txt095 SCHOOL ROAD
ReturnHeader/Filer/USAddress/CityNm0Weston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006883
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03E4149339459AA3E1FDBE0AF3FC1F17C5560EAF8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03E4149339459AA3E1FDBE0AF3FC1F17C5560EAF8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0112168202019541iqvv0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.237.123.64
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTm020:07:01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Harvey G Gersten CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0108-18 Queens Blvd 8 Fl Ste 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Forest Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011375
ReturnHeader/PreparerPersonGrp/PhoneNum07185445288
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harvey Gersten
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-13T20:05:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.83$0.76$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.57$0.51$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.21$0.43$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.28$0.38$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.58$0.43$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.53$0.42$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.70$0.51$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.66$0.40$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.60$0.82$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.71$0.81$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.67$0.54$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.89$0.57$0.61$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.93$0.55$0.41$0.14