Civic Intelligence

Wakelee School PTO

990EZ • Fiscal year 2021 • EIN 36-4507562

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

87th percentile

52%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

90th percentile

112%

Faster asset growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$18,320

Up $9,670 (+112%) from 2020

Net Assets

Up

$18,320

Up $9,670 (+112%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Up

$18,544

Up $18,720 (+10636%) from 2020

Expenses

Down

$8,873

Down $6,251 (-41%) from 2020

Net Income

Up

$9,671

Up $24,971 (+163%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2021

Assets$18,320
Liabilities-
Net Assets$18,320
Open 2021 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

2021

Revenue$18,544
Expenses$8,873
Net Income$9,671
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.0
Gross Receipts
$26,079
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.-$7,675
THE PTO PROVIDES FUNDS FOR FIELD TRIPS FOR ALL STUDENTS.-$198
THE PTO PROVIDES CULTURAL PROGRAMS FOR ALL STUDENTS.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY PLONACorrespondenPT$0--
TRICIA PINACo-Event COOPT$0--
ANNE MARIE CLEARYPresidentPT$0--
TIFFANY FINKECo-Event COOPT$0--
LYNDSEY BRENESTreasurerPT$0--
JODI GIGLIOTeacher LiasPT$0--
ERIN MCCRODDENFundraisingPT$0--
KRISTEN BESSETTEFundraisingPT$0--
ERIKA OLSENSecretaryPT$0--
AMBER MEARSCoordinatorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall John Hayes$9,001$9,001$708$8,293
Total Events$9,001$9,001$708$8,293
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
2022-05-05
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 5th grade t-shirts 1,997 donations ccmc 1,242 teacher grants 1,100 teacher luncheon 595 5th grade yearbook 508 teacher appreciation 491 insurance 390 young authors 276 field trips 198 kindergarten orientation 191 hospitality 96 dare dinner 120 spiritware 669 total 7,873”

Form 990-ez, Part III, Line 31

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

Raw XML Appendix164 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/BOYAmt08649
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018320
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09671
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09671
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08649
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018320
IRS990EZ/FundraisingGrossIncomeAmt015828
IRS990EZ/GrossReceiptsAmt026079
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0580
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08649
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018320
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08649
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018320
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/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/PersonNm0CATHY PLONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRICIA PINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNE MARIE CLEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIFFANY FINKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LYNDSEY BRENES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JODI GIGLIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIN MCCRODDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KRISTEN BESSETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ERIKA OLSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AMBER MEARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CORRESPONDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-EVENT COO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-EVENT COO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TEACHER LIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9COORDINATOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07873
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSE IS TO SUPPORT WAKELEE SCHOOL STUDENT ACTIVITIES.
IRS990EZ/PrintingPublicationsPostageAmt01000
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/ProgramServiceExpensesAmt0198
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17675
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07535
IRS990EZ/SpecialEventsNetIncomeLossAmt08293
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08873
IRS990EZ/TotalProgramServiceExpensesAmt07873
IRS990EZ/TotalRevenueAmt018544
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09671
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt069696
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0101537
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt069696
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09671
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019710
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017199
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt069696
IRS990ScheduleA/TotalSupportAmt069696
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0708
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL JOHN HAYES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt09001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09001
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08293
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0708
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 5TH GRADE T-SHIRTS 1,997 DONATIONS CCMC 1,242 TEACHER GRANTS 1,100 TEACHER LUNCHEON 595 5TH GRADE YEARBOOK 508 TEACHER APPRECIATION 491 INSURANCE 390 YOUNG AUTHORS 276 FIELD TRIPS 198 KINDERGARTEN ORIENTATION 191 HOSPITALITY 96 DARE DINNER 120 SPIRITWARE 669 TOTAL 7,873
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/SignatureDt02022-05-05
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/PreparationDt02022-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEFANIE RICE CPA
ReturnHeader/ReturnTs02022-05-09T06:49:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LYNDSEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRENES
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,320
Liabilities
-
Net assets
$18,320
Revenue
$18,544
Expenses
$8,873
Net income
$9,671
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