Civic Intelligence

West Rockhill Elementary School PTO Inc.

990EZ • Fiscal year 2017 • EIN 37-1508485

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

1000 Washington AveSellersville, PA 18960

(215) 206-9042

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-4.1%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$73,940

Up $11,671 (+19%) from 2016

Net Assets

Up

$71,002

Up $10,117 (+17%) from 2016

Liabilities

Up

$2,938

Up $1,554 (+112%) from 2016

Revenue

Down

$45,334

Down $1,929 (-4.1%) from 2016

Expenses

Up

$35,217

Up $98 (+0.3%) from 2016

Net Income

Down

$10,117

Down $2,027 (-17%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2016: $62,269Liabilities 2016: $1,384Net Assets 2016: $60,8852016Assets 2017: $73,940Liabilities 2017: $2,938Net Assets 2017: $71,0022017Assets 2018: $76,157Liabilities 2018: $1,449Net Assets 2018: $74,7082018Assets 2019: $81,768Liabilities 2019: $2,322Net Assets 2019: $79,4462019Assets 2020: $72,597Liabilities 2020: $11Net Assets 2020: $72,5862020Assets 2021: $54,801Net Assets 2021: $67,2812021Assets 2022: $60,956Net Assets 2022: $60,9562022Assets 2023: $72,780Net Assets 2023: $72,7802023Assets 2024: $79,429Net Assets 2024: $79,4292024Assets 2025: $79,150Net Assets 2025: $79,1502025

Highlighted filing

2017

Assets$73,940
Liabilities$2,938
Net Assets$71,002

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2016: $47,263Expenses 2016: $35,119Net Income 2016: $12,1442016Revenue 2017: $45,334Expenses 2017: $35,217Net Income 2017: $10,1172017Revenue 2018: $41,163Expenses 2018: $37,457Net Income 2018: $3,7062018Revenue 2019: $40,403Expenses 2019: $35,665Net Income 2019: $4,7382019Revenue 2020: $23,110Expenses 2020: $29,970Net Income 2020: -$6,8602020Revenue 2021: $1,569Expenses 2021: $14,596Net Income 2021: -$13,0272021Revenue 2022: $25,473Expenses 2022: $19,318Net Income 2022: $6,1552022Revenue 2023: $34,674Expenses 2023: $22,850Net Income 2023: $11,8242023Revenue 2024: $30,515Expenses 2024: $23,866Net Income 2024: $6,6492024Revenue 2025: $25,705Expenses 2025: $25,985Net Income 2025: -$2802025

Highlighted filing

2017

Revenue$45,334
Expenses$35,217
Net Income$10,117
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$60,530
Mission and Program Overview

Mission

Support west rockhill elementary school, students, faculty and staff

Program Services

DescriptionGrantsExpenses
ASSEMBLIES - SEVERAL PER YEAR, ALL STUDENTS BENEFIT - VARIOUS TOPICS INCLUDING ARTS, SCIENCE ABD HISTORY CURRUCULUM ENHANCEMENT AND SUPPLIES FIELD TRIPS FOR EACH GRADE LEVEL--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY BRADLEYCo President-$0--
ROBIN LILLEYCo President-$0--
LINDA ROLLEYCo Vice President-$0--
ELIZABETH DAVISCo Vice President-$0--
KAREN WIEANDCo Vice President-$0--
CHERYL COVIELLOSecretary-$0--
RITA LANDISTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Race for Education$41,873$41,873$8,056$33,817
Total Events$41,873$41,873$8,056$33,817
Filing and Contact Details

Filer

Filer Name
West Rockhill Elementary School Pto Inc
EIN
37-1508485
Phone
2152069042
Address
1000 WASHINGTON AVE, SELLERSVILLE, PA 18960

Signing Officer

Name
Rita Landis
Title
Treasurer
Phone
2152069042
Signed
2017-11-15

Preparer

Firm
H and R Block
Address
507 CONSTITUTION AVE, PERKASIE, PA 18944
Preparer
Robert Messbauer
Phone
2154531441
Supplemental Narrative

Additional Explanations

Part 1, Line 8 - Other Income

Family night, life skills transportation, misc activities & supplies

Part 1, Line 10 - Grants & Similar Amounts Paid

Library donation, guidance donation

Part 1, Line 16 - Other Expenses

Family nights, assemblies, curriculum enhancement, misc activities, field trips, hospitality, pto expenses, spirit, unbudgeted expenses, teacher expenses, field day, pssa incentives, reading olympics, school picnic, spelling bee, playground supplies,

Part 2, Line 24 - Other Assets

Checks cashed from previous year, current year checks outstanding

Part 2, Line 26

Checks not cashed from previous year, checks outstanding from current year, credit card balance outstanding, adjustment to reconcile

Raw XML Appendix185 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/USAddress/StateAbbreviationCd0PA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WENDY BRADLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBIN LILLEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0952
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01550
IRS990EZ/OtherExpensesTotalAmt033707
IRS990EZ/OtherRevenueTotalAmt08290
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT WEST ROCKHILL ELEMENTARY SCHOOL, STUDENTS, FACULTY AND STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSEMBLIES - SEVERAL PER YEAR, ALL STUDENTS BENEFIT - VARIOUS TOPICS INCLUDING ARTS, SCIENCE ABD HISTORY CURRUCULUM ENHANCEMENT AND SUPPLIES FIELD TRIPS FOR EACH GRADE LEVEL
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt011256
IRS990EZ/SpecialEventsNetIncomeLossAmt036860
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt045334
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTO
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleG/CharitableDistributionRqrInd0false
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IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY NIGHT, LIFE SKILLS TRANSPORTATION, MISC ACTIVITIES & SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LIBRARY DONATION, GUIDANCE DONATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FAMILY NIGHTS, ASSEMBLIES, CURRICULUM ENHANCEMENT, MISC ACTIVITIES, FIELD TRIPS, HOSPITALITY, PTO EXPENSES, SPIRIT, UNBUDGETED EXPENSES, TEACHER EXPENSES, FIELD DAY, PSSA INCENTIVES, READING OLYMPICS, SCHOOL PICNIC, SPELLING BEE, PLAYGROUND SUPPLIES,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHECKS CASHED FROM PREVIOUS YEAR, CURRENT YEAR CHECKS OUTSTANDING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHECKS NOT CASHED FROM PREVIOUS YEAR, CHECKS OUTSTANDING FROM CURRENT YEAR, CREDIT CARD BALANCE OUTSTANDING, ADJUSTMENT TO RECONCILE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 8 - OTHER INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1, LINE 10 - GRANTS & SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 2, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART 2, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RITA LANDIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02152069042
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST ROCKHILL ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0371508485
ReturnHeader/Filer/PhoneNum02152069042
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 WASHINGTON AVE
ReturnHeader/Filer/USAddress/CityNm0SELLERSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018960
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.162.84.231
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTm012:00:06
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0507 CONSTITUTION AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PERKASIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018944
ReturnHeader/PreparerPersonGrp/PhoneNum02154531441
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT MESSBAUER
ReturnHeader/ReturnTs02017-11-15T17:50:22Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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