Civic Intelligence

Wakelee School PTO

990EZ • Fiscal year 2016 • EIN 36-4507562

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

32nd percentile

-3.7%

Higher net margin than 32% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-3.9%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$18,829

Down $768 (-3.9%) from 2015

Net Assets

Down

$18,829

Down $768 (-3.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Up

$20,704

Up $5,046 (+32%) from 2015

Expenses

Up

$21,472

Up $9,526 (+80%) from 2015

Net Income

Down

-$768

Down $4,480 (-121%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2016

Assets$18,829
Liabilities-
Net Assets$18,829
Open 2016 Filing

Operations Trend

Revenue Growth80th percentile

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

2016

Revenue$20,704
Expenses$21,472
Net Income-$768
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Gross Receipts
$41,171
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.-$11,961
THE PTO PROVIDES CULTURAL PROGRAMS FOR ALL STUDENTS-$5,316
THE PTO PROVIDES FUNDS FOR FIELD TRIPS FOR ALL STUDENTS.-$4,195
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLA GOLDSTONEPresidentPT$0--
CHRIS SANTULLI1st Vice PrePT$0--
STEPHANIE LANGLAIS2nd Vice PrePT$0--
ERIN TANSLEYTreasurerPT$0--
CHRISTINE GUERRERARecording SePT$0--
CATHY PLONACorrespondinPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$39,025$39,025$20,467$18,558
Total Events$39,025$39,025$20,467$18,558
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
2017-05-12

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 5th grade dare dinner 1,582 5th grade ice cream socia 68 5th grade t-shirts 1,266 5th grade yearbook 566 blue ribbon dinner 2,155 buddy bench 469 child abuse prev ribbons 75 cultural programs 5,316 donations 861 field day 1,457 field trips 2,800 gifts 25 hospitality 147 kindergarten play 16 miscellaneous 237 netflix 109 reading reward 270 square art 96 teacher appreciation 698 teacher grants 1,368 teacher luncheon 324 wolcott educ foundation 100 young authors 72 total 20,372”

Form 990-ez, Part III, Line 31

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

Raw XML Appendix150 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/BOYAmt019597
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018829
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-768
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019597
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018829
IRS990EZ/FundraisingGrossIncomeAmt039025
IRS990EZ/GrossReceiptsAmt041171
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02146
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019597
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018829
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019597
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018829
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARLA GOLDSTONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS SANTULLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE LANGLAIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN TANSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINE GUERRERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CATHY PLONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDIN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020372
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSE IS TO SUPPORT WAKELEE SCHOOL STUDENT ACTIVITIES.
IRS990EZ/PrintingPublicationsPostageAmt01100
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/ProgramServiceExpensesAmt04195
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15316
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211961
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020467
IRS990EZ/SpecialEventsNetIncomeLossAmt018558
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021472
IRS990EZ/TotalProgramServiceExpensesAmt021472
IRS990EZ/TotalRevenueAmt020704
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041171
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt044886
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt086057
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt088057
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041171
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046886
IRS990ScheduleA/Total509Grp/TotalAmt088057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041171
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046886
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt088057
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020467
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039025
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039025
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039025
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039025
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018558
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020467
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 295 5TH GRADE DARE DINNER 1,582 5TH GRADE ICE CREAM SOCIA 68 5TH GRADE T-SHIRTS 1,266 5TH GRADE YEARBOOK 566 BLUE RIBBON DINNER 2,155 BUDDY BENCH 469 CHILD ABUSE PREV RIBBONS 75 CULTURAL PROGRAMS 5,316 DONATIONS 861 FIELD DAY 1,457 FIELD TRIPS 2,800 GIFTS 25 HOSPITALITY 147 KINDERGARTEN PLAY 16 MISCELLANEOUS 237 NETFLIX 109 READING REWARD 270 SQUARE ART 96 TEACHER APPRECIATION 698 TEACHER GRANTS 1,368 TEACHER LUNCHEON 324 WOLCOTT EDUC FOUNDATION 100 YOUNG AUTHORS 72 TOTAL 20,372
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN TANSLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02038798154
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
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/FilingSecurityInformation/AtSubmissionCreationDeviceId09805739273DECF39DC10D7293E659098876ED236
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F7FD269232F35976C08533819695FE09A33F8C7
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/PreparationDt02017-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLENE A ALBINI CPA
ReturnHeader/ReturnTs02017-05-12T15:37:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,829
Liabilities
-
Net assets
$18,829
Revenue
$20,704
Expenses
$21,472
Net income
-$768
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