Civic Intelligence

Wakelee School PTO

990EZ • Fiscal year 2015 • EIN 36-4507562

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

Organization ProfileN/A
12 Hempel DriveWolcott, CT 06716

(203) 879-8154

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$19,597

No earlier filing loaded for comparison.

Net Assets

$19,597

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

$15,658

No earlier filing loaded for comparison.

Expenses

$11,946

No earlier filing loaded for comparison.

Net Income

$3,712

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.

$40K$30K$20K$10K$0Assets 2015: $19,597Net Assets 2015: $19,5972015Assets 2016: $18,829Net Assets 2016: $18,8292016Assets 2017: $22,196Net Assets 2017: $22,1962017Assets 2018: $20,596Net Assets 2018: $20,5962018Assets 2019: $23,950Net Assets 2019: $23,9502019Assets 2020: $8,650Net Assets 2020: $8,6502020Assets 2021: $18,320Net Assets 2021: $18,3202021Assets 2022: $14,380Net Assets 2022: $14,3802022Assets 2024: $31,044Liabilities 2024: $0Net Assets 2024: $31,0442024Assets 2025: $29,309Net Assets 2025: $29,3092025

Highlighted filing

2015

Assets$19,597
Liabilities-
Net Assets$19,597
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2015: $15,658Expenses 2015: $11,946Net Income 2015: $3,7122015Revenue 2016: $20,704Expenses 2016: $21,472Net Income 2016: -$7682016Revenue 2017: $19,483Expenses 2017: $16,116Net Income 2017: $3,3672017Revenue 2018: $21,210Expenses 2018: $22,809Net Income 2018: -$1,5992018Revenue 2019: $21,580Expenses 2019: $18,227Net Income 2019: $3,3532019Revenue 2020: -$176Expenses 2020: $15,124Net Income 2020: -$15,3002020Revenue 2021: $18,544Expenses 2021: $8,873Net Income 2021: $9,6712021Revenue 2022: $13,758Expenses 2022: $17,701Net Income 2022: -$3,9432022Revenue 2024: $36,373Expenses 2024: $28,711Net Income 2024: $7,6622024Revenue 2025: $49,568Expenses 2025: $51,303Net Income 2025: -$1,7352025

Highlighted filing

2015

Revenue$15,658
Expenses$11,946
Net Income$3,712
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Gross Receipts
$46,886
Mission and Program Overview

Mission

Support wakelee student activities

The primary purpose is to support wakelee school student activities.

Program Services

DescriptionGrantsExpenses
THE PTO PROVIDES FUNDS FOR VARIOUS OTHER PROGRAMS FOR ALL STUDENTS.-$6,689
THE PTO PROVIDES FUNDS FOR FIELD TRIPS FOR ALL STUDENTS.-$2,927
THE PTO PROVIDES CULTURAL PROGRAMS FOR ALL STUDENTS-$2,330
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLA GOLDSTONEPresidentPT$0--
DEBORAH OSVALD1st Vice PrePT$0--
STEPHANIE LANGLAIS2nd Vice PrePT$0--
SARAH DELEO3rd Vice PrePT$0--
ERIN TANSLEYTreasurerPT$0--
CHRIS SANTULLIRecording SePT$0--
CATHY PLONACorrespondinPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$43,436$43,436$31,228$12,208
Total Events$43,436$43,436$31,228$12,208
Filing and Contact Details

Filer

Filer Name
Wakelee School Pto
EIN
36-4507562
Phone
2038798154
Address
12 HEMPEL DRIVE, WOLCOTT, CT 06716

Signing Officer

Name
Erin Tansley
Title
Treasurer
Phone
2038798154
Signed
2016-05-11

Preparer

Firm
Fasulo & Albini Cpas
Address
16 CORNERSTONE CT, PLANTSVILLE, CT 06479
Preparer
Marlene a Albini CPA
Phone
8602769787
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 295 1st day of school 159 5th grade dare dinner 1,616 5th grade ice cream socia 120 5th grade t-shirts 645 5th grade yearbook 674 cultural programs 2,330 donations 100 field day 353 field trips 2,032 gifts 301 hospitality 218 jamboread 16 kindergarten play 10 science fair 69 teacher appreciation 325 teacher grants 1,600 teacher luncheon 371 young authors 112 total 11,346”

Form 990-ez, Part III, Line 31

“The pto provides funds for various other programs for all students.”

Raw XML Appendix149 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/PersonNm0WAKELEE SCHOOL PTO
IRS990EZ/BooksInCareOfDetail/PhoneNum02038798154
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012 HEMPEL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WOLCOTT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006716
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015885
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019597
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03712
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015885
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019597
IRS990EZ/FundraisingGrossIncomeAmt043436
IRS990EZ/GrossReceiptsAmt046886
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01450
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015885
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019597
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015885
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019597
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARLA GOLDSTONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBORAH OSVALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE LANGLAIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH DELEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIN TANSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRIS SANTULLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CATHY PLONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CORRESPONDIN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011346
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSE IS TO SUPPORT WAKELEE SCHOOL STUDENT ACTIVITIES.
IRS990EZ/PrintingPublicationsPostageAmt0600
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTO PROVIDES FUNDS FOR FIELD TRIPS FOR ALL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE PTO PROVIDES CULTURAL PROGRAMS FOR ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE PTO PROVIDES FUNDS FOR VARIOUS OTHER PROGRAMS FOR ALL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02927
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12330
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26689
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031228
IRS990EZ/SpecialEventsNetIncomeLossAmt012208
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011946
IRS990EZ/TotalProgramServiceExpensesAmt011946
IRS990EZ/TotalRevenueAmt015658
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt044886
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt044886
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt046886
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046886
IRS990ScheduleA/Total509Grp/TotalAmt046886
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt046886
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt046886
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031228
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043436
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012208
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031228
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 295 1ST DAY OF SCHOOL 159 5TH GRADE DARE DINNER 1,616 5TH GRADE ICE CREAM SOCIA 120 5TH GRADE T-SHIRTS 645 5TH GRADE YEARBOOK 674 CULTURAL PROGRAMS 2,330 DONATIONS 100 FIELD DAY 353 FIELD TRIPS 2,032 GIFTS 301 HOSPITALITY 218 JAMBOREAD 16 KINDERGARTEN PLAY 10 SCIENCE FAIR 69 TEACHER APPRECIATION 325 TEACHER GRANTS 1,600 TEACHER LUNCHEON 371 YOUNG AUTHORS 112 TOTAL 11,346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PTO PROVIDES FUNDS FOR VARIOUS OTHER PROGRAMS FOR ALL STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN TANSLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02038798154
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAKELEE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
ReturnHeader/Filer/EIN0364507562
ReturnHeader/Filer/PhoneNum02038798154
ReturnHeader/Filer/USAddress/AddressLine1Txt012 HEMPEL DRIVE
ReturnHeader/Filer/USAddress/CityNm0WOLCOTT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006716
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061354166
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FASULO & ALBINI CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 CORNERSTONE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLANTSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006479
ReturnHeader/PreparerPersonGrp/PhoneNum08602769787
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLENE A ALBINI CPA
ReturnHeader/ReturnTs02016-05-12T12:15:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,597
Liabilities
-
Net assets
$19,597
Revenue
$15,658
Expenses
$11,946
Net income
$3,712
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.3$29.3$49.6$51.3$1.74
2024Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$36.4$28.7$7.66
2022Detailed filing. Detailed filing data is available for this year.$14.4$14.4$13.8$17.7$3.94
2021Detailed filing. Detailed filing data is available for this year.$18.3$18.3$18.5$8.87$9.67
2020Detailed filing. Detailed filing data is available for this year.$8.65$8.65$0.18$15.1$15.3
2019Detailed filing. Detailed filing data is available for this year.$24.0$24.0$21.6$18.2$3.35
2018Detailed filing. Detailed filing data is available for this year.$20.6$20.6$21.2$22.8$1.60
2017Detailed filing. Detailed filing data is available for this year.$22.2$22.2$19.5$16.1$3.37
2016Detailed filing. Detailed filing data is available for this year.$18.8$18.8$20.7$21.5$0.77
2015Detailed filing. Detailed filing data is available for this year.$19.6$19.6$15.7$11.9$3.71