Civic Intelligence

Wakelee School PTO

990EZ • Fiscal year 2020 • EIN 36-4507562

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

100th percentile

8693%

Higher net margin than 100% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

6th percentile

-64%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,650

Down $15,300 (-64%) from 2019

Net Assets

Down

$8,650

Down $15,300 (-64%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$176

Down $21,756 (-101%) from 2019

Expenses

Down

$15,124

Down $3,103 (-17%) from 2019

Net Income

Down

-$15,300

Down $18,653 (-556%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2020

Assets$8,650
Liabilities-
Net Assets$8,650
Open 2020 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

2020

Revenue-$176
Expenses$15,124
Net Income-$15,300
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.0
Gross Receipts
$11,762
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.-$11,684
THE PTO PROVIDES FUNDS FOR FIELD TRIPS FOR ALL STUDENTS.-$1,950
THE PTO PROVIDES CULTURAL PROGRAMS FOR ALL STUDENTS.-$790
Compensation and Service Providers
Top Officer Pay76th percentile

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--
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
2021-05-17
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses tumblebooks 6,406 field trips 1,950 5th grade yearbook 1,221 hospitality 912 5th grade t-shirts 854 teacher grants 833 cultural programs 790 teacher luncheon 416 insurance 390 young authors 267 donations ccmc 154 miscellaneous 127 kindergarten orientation 74 teacher appreciation 30 total 14,424”

Form 990-ez, Part III, Line 31

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

Raw XML Appendix169 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0CATHY PLONA
CompensationExplanation/CompensationExplanationGrp/PersonNm1TRICIA PINA
CompensationExplanation/CompensationExplanationGrp/PersonNm2CHRISTINE GUERRERA
CompensationExplanation/CompensationExplanationGrp/PersonNm3ANNE MARIE CLEARY
CompensationExplanation/CompensationExplanationGrp/PersonNm4TIFFANY FINKE
CompensationExplanation/CompensationExplanationGrp/PersonNm5LYNDSEY BRENES
CompensationExplanation/CompensationExplanationGrp/PersonNm6JODI GIGLIO
CompensationExplanation/CompensationExplanationGrp/PersonNm7MARIA TORRE
CompensationExplanation/CompensationExplanationGrp/PersonNm8JESSICA MILLER
CompensationExplanation/CompensationExplanationGrp/PersonNm9ERIN MCCRODDEN
CompensationExplanation/CompensationExplanationGrp/PersonNm10KRISTEN BESSETTE
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/BOYAmt023950
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08650
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03800
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023950
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08650
IRS990EZ/FundraisingGrossIncomeAmt07762
IRS990EZ/GrossReceiptsAmt011762
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0200
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023950
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08650
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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/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt105.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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/OtherExpensesTotalAmt014424
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSE IS TO SUPPORT WAKELEE SCHOOL STUDENT ACTIVITIES.
IRS990EZ/PrintingPublicationsPostageAmt0700
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/ProgramServiceExpensesAmt01950
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1790
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211684
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011938
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4176
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015124
IRS990EZ/TotalProgramServiceExpensesAmt014424
IRS990EZ/TotalRevenueAmt0-176
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt060025
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0126300
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt060025
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt019316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019710
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017199
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt060025
IRS990ScheduleA/TotalSupportAmt060025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TUMBLEBOOKS 6,406 FIELD TRIPS 1,950 5TH GRADE YEARBOOK 1,221 HOSPITALITY 912 5TH GRADE T-SHIRTS 854 TEACHER GRANTS 833 CULTURAL PROGRAMS 790 TEACHER LUNCHEON 416 INSURANCE 390 YOUNG AUTHORS 267 DONATIONS CCMC 154 MISCELLANEOUS 127 KINDERGARTEN ORIENTATION 74 TEACHER APPRECIATION 30 TOTAL 14,424
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNDSEY BRENES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02038798154
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
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/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/PreparationDt02021-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEFANIE RICE CPA
ReturnHeader/ReturnTs02021-05-06T15:58:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LYNDSEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRENES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,650
Liabilities
-
Net assets
$8,650
Revenue
-$176
Expenses
$15,124
Net income
-$15,300
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