Civic Intelligence

Wakelee School PTO

990EZ • Fiscal year 2018 • EIN 36-4507562

Jan 01, 2018 to Dec 31, 2018 • Filed on May 01, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

27th percentile

-7.5%

Higher net margin than 27% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

33rd percentile

-7.2%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

61st percentile

8.9%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,596

Down $1,600 (-7.2%) from 2017

Net Assets

Down

$20,596

Down $1,600 (-7.2%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Up

$21,210

Up $1,727 (+8.9%) from 2017

Expenses

Up

$22,809

Up $6,693 (+42%) from 2017

Net Income

Down

-$1,599

Down $4,966 (-147%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2018

Assets$20,596
Liabilities-
Net Assets$20,596
Open 2018 Filing

Operations Trend

Revenue Growth61st 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

2018

Revenue$21,210
Expenses$22,809
Net Income-$1,599
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 1, 2019
Return Version
2018v3.1
Gross Receipts
$44,419
Mission and Program Overview

Mission

Support wakelee student activities

The primary purpose is to support wakelee school student activities.

Program Services

DescriptionGrantsExpenses
PARENT TEACHER ORGANIZATION; TO PROMOTE AND SUPPORT EDUCATIONAL ACTIVITIES FOR STUDENTS.-$14,721
THE PTO PROVIDES CULTURAL PROGRAMS FOR ALL STUDENTS.-$4,480
THE PTO PROVIDES FUNDS FOR FIELD TRIPS FOR ALL STUDENTS.-$2,708
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS SANTULLIPresidentPT$0--
CATHY PLONA1st Vice PrePT$0--
TRICIA PINA2nd Vice PrePT$0--
ERIN TANSLEYTreasurerPT$0--
CHRISTINE GUERRERARecording SePT$0--
BETH CIARLEGLIOCultural ProPT$0--
DONNA MATOZZOCultural ProPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$14,351$7,798$7,798$0
Book Fair$10,951$6,167$6,167$0
Total Events$25,302$13,965$13,965-
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
2019-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Mahoney Sabol & Company Llp
Address
180 GLASTONBURY BLVD STE 400, GLASTONBURY, CT 06033-4439
Preparer
Kenneth a Kron CPA
Phone
8605412000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses field day 5,689 cultural programs 4,480 field trips 2,708 teacher grants 1,229 donations ccmc 1,220 teacher appreciation 1,121 miscellaneous 970 5th grade t-shirts 798 dare dinner 780 5th grade yearbook 725 kindergarten orientation 646 reading reward 365 teacher luncheon 305 wolcott education fund 250 ice cream social 170 hospitality 152 netflix 133 kindergarten play 100 gifts 50 school store 17 tumblebooks 1 total 21,909”

Form 990-ez, Part III, Line 31

“Parent teacher organization; to promote and support educational activities for students.”

Raw XML Appendix159 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/BOYAmt022195
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020596
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019710
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1599
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022195
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020596
IRS990EZ/FundraisingGrossIncomeAmt023209
IRS990EZ/GrossReceiptsAmt044419
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022195
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020596
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022195
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020596
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/PersonNm0CHRIS SANTULLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHY PLONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRICIA PINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN TANSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINE GUERRERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BETH CIARLEGLIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DONNA MATOZZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CULTURAL PRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CULTURAL PRO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021909
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSE IS TO SUPPORT WAKELEE SCHOOL STUDENT ACTIVITIES.
IRS990EZ/PrintingPublicationsPostageAmt0900
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTO PROVIDES FUNDS FOR FIELD TRIPS FOR ALL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE PTO PROVIDES CULTURAL PROGRAMS FOR ALL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PARENT TEACHER ORGANIZATION; TO PROMOTE AND SUPPORT EDUCATIONAL ACTIVITIES FOR STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02708
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14480
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214721
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023209
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022809
IRS990EZ/TotalProgramServiceExpensesAmt021909
IRS990EZ/TotalRevenueAmt021210
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt038909
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0140197
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt038909
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019710
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017199
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt038909
IRS990ScheduleA/TotalSupportAmt038909
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt011337
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt06553
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt04784
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013965
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010951
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025302
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07798
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013965
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013965
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07798
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FIELD DAY 5,689 CULTURAL PROGRAMS 4,480 FIELD TRIPS 2,708 TEACHER GRANTS 1,229 DONATIONS CCMC 1,220 TEACHER APPRECIATION 1,121 MISCELLANEOUS 970 5TH GRADE T-SHIRTS 798 DARE DINNER 780 5TH GRADE YEARBOOK 725 KINDERGARTEN ORIENTATION 646 READING REWARD 365 TEACHER LUNCHEON 305 WOLCOTT EDUCATION FUND 250 ICE CREAM SOCIAL 170 HOSPITALITY 152 NETFLIX 133 KINDERGARTEN PLAY 100 GIFTS 50 SCHOOL STORE 17 TUMBLEBOOKS 1 TOTAL 21,909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PARENT TEACHER ORGANIZATION; TO PROMOTE AND SUPPORT EDUCATIONAL ACTIVITIES FOR STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN TANSLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02038798154
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
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/AtSubmissionCreationDeviceId0D0ED293EADD95902F80C3EEE890D28B6D9AF4108
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CED9075CC1920BF5536684508B7E5957BB799A5C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0151.181.48.26
ReturnHeader/FilingSecurityInformation/IPDt02019-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:32:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061289571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAHONEY SABOL & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 GLASTONBURY BLVD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLASTONBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060334439
ReturnHeader/PreparerPersonGrp/PhoneNum08605412000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH A KRON CPA
ReturnHeader/ReturnTs02019-05-08T10:32:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$20,596
Liabilities
-
Net assets
$20,596
Revenue
$21,210
Expenses
$22,809
Net income
-$1,599
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