Civic Intelligence

Weston Intermediate School PTO Inc.

990EZ • Fiscal year 2021 • EIN 30-0310076

Aug 01, 2020 to Jul 31, 2021 • Filed on Jun 09, 2022

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

53rd percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

7th percentile

-104%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

20th percentile

-17%

Faster asset growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-26%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$109,110

Down $22,037 (-17%) from 2020

Net Assets

Down

$109,110

Down $22,037 (-17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$21,154

Down $7,250 (-26%) from 2020

Expenses

Up

$43,191

Up $5,679 (+15%) from 2020

Net Income

Down

-$22,037

Down $12,929 (-142%) from 2020

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

2021

Assets$109,110
Liabilities$0
Net Assets$109,110

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

2021

Revenue$21,154
Expenses$43,191
Net Income-$22,037
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jun 9, 2022
Return Version
2020v4.1
Gross Receipts
$27,403
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$22,747$34,419
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIELLA SWETLANDPresidentPT$0--
DEBBIE CARROTHERSSecretary-$0--
TAMMY ROBERTSTreasurerPT$0--
MONICA STROMWALLPast President-$0--
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
Treasurer
Phone
2032912700
Signed
2022-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Harvey G Gersten CPA
Address
104-70 QUEENS BLVD STE 312, 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 ADA PICNIC TABLES - RECREATIONAL Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 6,170Activity OTHER ALLOCATIONS - EDUCATION Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 1,180Activity PLAYGROUND - RECREATIONAL Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 8,254Activity OTHER ALLOCATIONS - EDUCATION Grantee PO BOX 1093 Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 500Activity PRINCIPAL AND TEACHER FUNDS - EDUCATION Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 6,643

Description of other expenses Part I line 16

Description AmountOTHER PROGRAM EXPENSES 11,672GIFTS AND ACKNOWLEDGEMENTS 575INSURANCE 375CREDIT CARD FEES 709STAFF APPRECIATION 2,656OTHER GENERAL EXPENSES 2,360

Raw XML Appendix169 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/PhoneNum02032912700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt095 SCHOOL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Weston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006883
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MONICA STROMWALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDENT
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IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherExpensesTotalAmt018347
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IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt01497
IRS990EZ/ProgramServiceRevenueAmt08671
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE QUALITY EDUCATION AT WESTON INTERMEDIATE SCHOOL BY IMPROVING COMMUNICATION AND PROVIDING VARIOUS SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022747
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034419
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt03044
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0WESTON EDUCATION FOUNDATION - 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 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
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity ADA PICNIC TABLES - RECREATIONAL Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 6,170Activity OTHER ALLOCATIONS - EDUCATION Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 1,180Activity PLAYGROUND - RECREATIONAL Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 8,254Activity OTHER ALLOCATIONS - EDUCATION Grantee PO BOX 1093 Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 500Activity PRINCIPAL AND TEACHER FUNDS - EDUCATION Grantee WESTON INTERMEDIATE SCHOOL Street 95 SCHOOL ROAD City, State, Zip Weston, CT 06883Amount 6,643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOTHER PROGRAM EXPENSES 11,672GIFTS AND ACKNOWLEDGEMENTS 575INSURANCE 375CREDIT CARD FEES 709STAFF APPRECIATION 2,656OTHER GENERAL EXPENSES 2,360
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-09
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ReturnHeader/Filer/EIN0300310076
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272407951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARVEY G GERSTEN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104-70 QUEENS BLVD STE 312
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARVEY GERSTEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-06-13T14:41:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAMMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERTS
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

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