Civic Intelligence

Wakelee School PTO

990EZ • Fiscal year 2019 • EIN 36-4507562

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 15, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

1.7%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$23,950

Up $3,354 (+16%) from 2018

Net Assets

Up

$23,950

Up $3,354 (+16%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$21,580

Up $370 (+1.7%) from 2018

Expenses

Down

$18,227

Down $4,582 (-20%) from 2018

Net Income

Up

$3,353

Up $4,952 (+310%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$23,950
Liabilities-
Net Assets$23,950

Operations Trend

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

2019

Revenue$21,580
Expenses$18,227
Net Income$3,353
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 15, 2020
Return Version
2019v5.0
Gross Receipts
$42,343
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.-$11,514
THE PTO PROVIDES FUNDS FOR FIELD TRIPS FOR ALL STUDENTS.-$3,750
THE PTO PROVIDES CULTURAL PROGRAMS FOR ALL STUDENTS.-$2,063
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY PLONA1st Vice PrePT$0--
TRICIA PINA2nd Vice PrePT$0--
CHRISTINE GUERRERARecording SePT$0--
ANNE MARIE CLEARYPresidentPT$0--
TIFFANY FINKE3rd Vice PrePT$0--
LYNDSEY BRENESTreasurerPT$0--
JODI GIGLIOTeacher LiasPT$0--
MARIA TORREBoxtops CoorPT$0--
JESSICA MILLERBookfair CHAPT$0--
ERIN MCCRODDENFundraisingPT$0--
KRISTEN BESSETTEFundraisingPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$11,508$8,732$8,732$0
Fall Fundraiser$11,997$5,543$5,543$0
Total Events$23,505$14,275$14,275-
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
Lyndsey Brenes
Title
Treasurer
Phone
2038798154
Signed
2020-06-15
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 trips 3,750 field day 3,097 cultural programs 2,063 teacher appreciation 996 boxtops 995 insurance 780 teacher grants 700 dare dinner 676 5th grade t-shirts 594 donations ccmc 500 tumblebooks 450 teacher luncheon 427 kindergarten orientation 389 reading reward 380 miscellaneous 354 5th grade yearbook 288 hospitality 219 ice cream social 212 membership 108 young authors 101 netflix 95 school store 78 gifts 75 total 17,327

Form 990-ez, Part III, Line 31

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

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/PhoneNum02038798154
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WOLCOTT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHY PLONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRICIA PINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE GUERRERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNE MARIE CLEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TIFFANY FINKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LYNDSEY BRENES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JODI GIGLIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARIA TORRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JESSICA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ERIN MCCRODDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KRISTEN BESSETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt01ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt43RD VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TEACHER LIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOXTOPS COOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOOKFAIR CHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10FUNDRAISING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017327
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/ProgramServiceExpensesAmt03750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12063
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211514
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020763
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt058225
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0163224
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019316
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt058225
IRS990ScheduleA/TotalSupportAmt058225
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt09230
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt06454
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt02776
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014275
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011997
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011508
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05543
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014275
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014275
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05543
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FIELD TRIPS 3,750 FIELD DAY 3,097 CULTURAL PROGRAMS 2,063 TEACHER APPRECIATION 996 BOXTOPS 995 INSURANCE 780 TEACHER GRANTS 700 DARE DINNER 676 5TH GRADE T-SHIRTS 594 DONATIONS CCMC 500 TUMBLEBOOKS 450 TEACHER LUNCHEON 427 KINDERGARTEN ORIENTATION 389 READING REWARD 380 MISCELLANEOUS 354 5TH GRADE YEARBOOK 288 HOSPITALITY 219 ICE CREAM SOCIAL 212 MEMBERSHIP 108 YOUNG AUTHORS 101 NETFLIX 95 SCHOOL STORE 78 GIFTS 75 TOTAL 17,327
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/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNDSEY BRENES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02038798154
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-15
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0151.181.48.26
ReturnHeader/FilingSecurityInformation/IPDt02020-06-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:24:50
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/PreparationDt02020-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH A KRON CPA
ReturnHeader/ReturnTs02020-06-15T13:24:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings