Civic Intelligence

Wales Primary PTO Inc

EIN 30-0882793 • 501(c)3 • East Aurora, NY

Profile

The Wales PTO is a parent-teacher organization committed to the Wales Primary School community. Its mission is to help bring together learners in a respectful, healthy, and safe environment that embraces diversity.

4650 Woodchuck RdEast Aurora, NY 14052

facebook.com/groups/WalesPrimaryPTO

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-81%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$23,708

Up $2,303 (+11%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$23,708

Up $2,303 (+11%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Down

$17,935

Down $75,814 (-81%) from 2017

Expenses

Down

$15,632

Down $328,908 (-95%) from 2017

Net Income

Up

$2,303

Up $253,094 (+101%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2016: $272,196Liabilities 2016: $0Net Assets 2016: $272,1962016Assets 2017: $21,405Liabilities 2017: $0Net Assets 2017: $21,4052017Assets 2018: $23,708Net Assets 2018: $23,7082018

Highlighted filing

2018

Assets$23,708
Liabilities-
Net Assets$23,708
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2016: $448,735Expenses 2016: $191,068Net Income 2016: $257,6672016Revenue 2017: $93,749Expenses 2017: $344,540Net Income 2017: -$250,7912017Revenue 2018: $17,935Expenses 2018: $15,632Net Income 2018: $2,3032018

Highlighted filing

2018

Revenue$17,935
Expenses$15,632
Net Income$2,303
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,708
Liabilities
-
Net assets
$23,708
Revenue
$17,935
Expenses
$15,632
Net income
$2,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.18$0.16$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.94$3.45$2.51
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$4.49$1.91$2.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 15, 2018
Return Version
2017v2.3
Gross Receipts
$28,393
Mission and Program Overview

Mission

Parent-teacher organization

Program Services

DescriptionGrantsExpenses
Field trips - The PTO pays for student field trips for all of the Wales Primary students.$5,338$5,338
T-shirts - The PTO purchases Iroquois Central School T-Shirts for all of the 4th grade students before they leave for the middle school and for other events to support the sense of community of our students.$3,106$3,106
Yearbooks - The PTO purchases yearbooks for each 4th grade student before they leave for the middle school.$1,413$1,413
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA MONHEIMCo-PresidentPT$0--
JENNIFER BLISSCo-PresidentPT$0--
TARA REIMERSecretary-$0--
LISA KRUGTreasurer-$0--
NATALIE HERNANDEZRoom Parent Coordinator-$0--
TANYA KOZLOWSKIFundraising Coordinator-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-thon$5,026$5,026$487$4,539
Total Events$5,026$5,026$487$4,539
Filing and Contact Details

Filer

Filer Name
Wales Primary Pto Inc
EIN
30-0882793
Phone
7166523000
Address
4650 WOODCHUCK RD, East Aurora, NY 14052

Signing Officer

Name
Lisa Krug
Title
Treasurer
Phone
7166523000
Signed
2018-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Koszka & Sokero Cpas
Address
3859 N BUFFALO RD STE 4, ORCHARD PARK, NY 14127
Preparer
Alethea N Sokero
Phone
7165980992
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 126”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank charges 147”

Form 990-EZ, Part I, Line 16, Other Expenses

“NYS annual fee - Charities Bureau 50”

Raw XML Appendix177 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/PhoneNum07166523000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04650 WOODCHUCK RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAST AURORA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014052
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021405
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt02303
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA MONHEIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER BLISS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA KRUG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NATALIE HERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TANYA KOZLOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ROOM PARENT COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FUNDRAISING COORDINATOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0323
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT-TEACHER ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt09316
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Field trips - The PTO pays for student field trips for all of the Wales Primary students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1T-shirts - The PTO purchases Iroquois Central School T-Shirts for all of the 4th grade students before they leave for the middle school and for other events to support the sense of community of our students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Yearbooks - The PTO purchases yearbooks for each 4th grade student before they leave for the middle school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05338
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13106
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21413
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05338
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13106
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21413
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010458
IRS990EZ/SpecialEventsNetIncomeLossAmt08619
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt015632
IRS990EZ/TotalProgramServiceExpensesAmt09857
IRS990EZ/TotalRevenueAmt017935
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0facebook.com/groups/WalesPrimaryPTO/
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0429711
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0490211
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt028393
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt019024
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0133467
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0623678
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028393
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028393
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0623678
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0487
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walk-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05026
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05026
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0487
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank charges 147
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA KRUG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07166523000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALES PRIMARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0WALE
ReturnHeader/Filer/EIN0300882793
ReturnHeader/Filer/PhoneNum07166523000
ReturnHeader/Filer/USAddress/AddressLine1Txt04650 WOODCHUCK RD
ReturnHeader/Filer/USAddress/CityNm0East Aurora
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014052
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.231.253.166
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:39:02
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03859 N BUFFALO RD STE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORCHARD PARK
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ReturnHeader/PreparerPersonGrp/PhoneNum07165980992
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALETHEA N SOKERO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-27T04:57:10-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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