Civic Intelligence

Washington Woods Elementary School PTO

990EZ • Fiscal year 2021 • EIN 35-1832157

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 28, 2022

Organization ProfileN/A
17950 Grassy Branch RoadWestfield, IN 46074

(317) 867-7900

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

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

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.

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

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$83,712

No earlier filing loaded for comparison.

Net Assets

$83,712

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

$59,526

No earlier filing loaded for comparison.

Expenses

$66,805

No earlier filing loaded for comparison.

Net Income

-$7,279

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2021: $83,712Net Assets 2021: $83,7122021Assets 2022: $78,668Net Assets 2022: $78,6682022Assets 2023: $95,318Net Assets 2023: $95,3182023Assets 2024: $61,053Liabilities 2024: $123Net Assets 2024: $60,9302024Assets 2025: $64,879Liabilities 2025: $182Net Assets 2025: $64,6972025

Highlighted filing

2021

Assets$83,712
Liabilities-
Net Assets$83,712
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2021: $59,526Expenses 2021: $66,805Net Income 2021: -$7,2792021Revenue 2022: $105,322Expenses 2022: $111,988Net Income 2022: -$6,6662022Revenue 2023: $112,955Expenses 2023: $96,291Net Income 2023: $16,6642023Revenue 2024: $85,099Expenses 2024: $119,517Net Income 2024: -$34,4182024Revenue 2025: $71,818Expenses 2025: $68,051Net Income 2025: $3,7672025

Highlighted filing

2021

Revenue$59,526
Expenses$66,805
Net Income-$7,279
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 28, 2022
Return Version
2020v4.0
Gross Receipts
$79,268
Mission and Program Overview

Mission

Support mission of Washington Woods Elementary School

Program Services

DescriptionGrantsExpenses
Support teachers, administrators and staff in providing programs and materials to students and facilities.$56,734-
Provide hopitality, civics and community engagement opportunities for students, teachers, administrators and staff,$8,358-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea MikelsPresidentPT$0--
Kelly CokerPresidentPT$0--
Teresa KootTreasurerPT$0--
Anastasia WaldropSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run Boosterthon$53,765$53,765$17,027$36,738
Spring FLing Silent Auction$8,940$8,940$818$8,122
Total Events$62,705$62,705$17,845$44,860
Filing and Contact Details

Filer

Filer Name
Washington Woods Elementary School PTO
EIN
35-1832157
Phone
3178677900
Address
17950 Grassy Branch Road, Westfield, IN 46074

Signing Officer

Name
Laurenlee Tritle
Title
Treasurer
Signed
2022-02-28
Discuss with paid preparer
Yes

Preparer

Firm
CPAWerkscom LLC
Address
18048 Sanibel Circle, Westfield, IN 46062
Preparer
Timothy C Musholt
Phone
3174649846
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Unsolicited Funds $2605”

Other Revenue.2

“Returned Funds $276”

Other Expenses.1

“Classroom Libraries $25124”

Other Expenses.2

“Teacher Principal Grade $16009”

Other Expenses.3

“Lexia Literacy $8910”

Other Expenses.4

“Safety & Hospitality $6803”

Other Expenses.5

“Leader In Me $5000”

Other Expenses.6

“School Supplies $1692”

Other Expenses.7

“PTO Admin Expenses $1174”

Other Expenses.8

“Reconciliations and Carryover $538”

Raw XML Appendix192 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Laurenlee Tritle
IRS990EZ/BooksInCareOfDetail/PhoneNum03178677900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017950 Grassy Branch Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Westfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046074
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090914
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083712
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09469
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7279
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090914
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083712
IRS990EZ/FundraisingGrossIncomeAmt065097
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01555
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01699
IRS990EZ/GrossReceiptsAmt079268
IRS990EZ/GrossSalesOfInventoryAmt01699
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090914
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083712
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090914
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083712
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrea Mikels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kelly Coker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Teresa Koot
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Anastasia Waldrop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt077
IRS990EZ/OtherExpensesTotalAmt065250
IRS990EZ/OtherRevenueTotalAmt02881
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support mission of Washington Woods Elementary School
IRS990EZ/ProgramServiceRevenueAmt0122
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support teachers, administrators and staff in providing programs and materials to students and facilities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide hopitality, civics and community engagement opportunities for students, teachers, administrators and staff,
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt056734
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18358
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019742
IRS990EZ/SpecialEventsNetIncomeLossAmt045355
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt066805
IRS990EZ/TotalProgramServiceExpensesAmt065092
IRS990EZ/TotalRevenueAmt059526
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073092
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021683
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013891
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0142910
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025747
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt026299
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0161591
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99000
IRS990ScheduleA/PublicSupportTotal509Amt0304501
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074565
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt098915
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050522
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047982
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032517
IRS990ScheduleA/Total509Grp/TotalAmt0304501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt074565
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt098915
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt050522
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032517
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0304501
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017845
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spring FLing Silent Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062705
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044860
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017845
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017027
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Unsolicited Funds $2605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Returned Funds $276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Classroom Libraries $25124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Principal Grade $16009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Lexia Literacy $8910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Safety & Hospitality $6803
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Leader In Me $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7School Supplies $1692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTO Admin Expenses $1174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Reconciliations and Carryover $538
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Laurenlee Tritle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Washington Woods Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0WASH
ReturnHeader/Filer/EIN0351832157
ReturnHeader/Filer/PhoneNum03178677900
ReturnHeader/Filer/USAddress/AddressLine1Txt017950 Grassy Branch Road
ReturnHeader/Filer/USAddress/CityNm0Westfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046074
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861286901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPAWerkscom LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018048 Sanibel Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046062
ReturnHeader/PreparerPersonGrp/PhoneNum03174649846
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy C Musholt
ReturnHeader/ReturnTs02022-02-28T12:05:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Laurenlee
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Tritle
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,712
Liabilities
-
Net assets
$83,712
Revenue
$59,526
Expenses
$66,805
Net income
-$7,279
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.72$0.68$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.85$1.20$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.95$1.13$0.96$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.79$1.05$1.12$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.60$0.67$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits