Civic Intelligence

Walker Charter Academy PTO

990EZ • Fiscal year 2017 • EIN 38-3621030

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 14, 2017

1801 Three Mile Road NWGrand Rapids, MI 49544

(616) 785-2700

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

87th percentile

38%

Higher net margin than 87% 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

99th percentile

1574%

Faster asset growth than 99% of similar nonprofits.

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

Revenue Growth

95th percentile

154%

Faster revenue growth than 95% of similar nonprofits.

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

Assets

Up

$45,392

Up $42,681 (+1574%) from 2016

Net Assets

$45,392

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$113,140

Up $68,637 (+154%) from 2016

Expenses

Up

$70,459

Up $23,547 (+50%) from 2016

Net Income

Up

$42,681

Up $45,090 (+1872%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $41,141Liabilities 2012: $02012Assets 2015: $5,120Liabilities 2015: $02015Assets 2016: $2,711Liabilities 2016: $02016Assets 2017: $45,392Liabilities 2017: $0Net Assets 2017: $45,3922017Assets 2018: $27,011Liabilities 2018: $0Net Assets 2018: $27,0112018Assets 2023: $44,212Net Assets 2023: $44,2122023

Highlighted filing

2017

Assets$45,392
Liabilities$0
Net Assets$45,392

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $54,654Expenses 2012: $49,484Net Income 2012: $5,1702012Revenue 2015: $60,177Expenses 2015: $58,412Net Income 2015: $1,7652015Revenue 2016: $44,503Expenses 2016: $46,912Net Income 2016: -$2,4092016Revenue 2017: $113,140Expenses 2017: $70,459Net Income 2017: $42,6812017Revenue 2018: $24,044Expenses 2018: $42,249Net Income 2018: -$18,2052018Revenue 2023: $29,538Expenses 2023: $23,655Net Income 2023: $5,8832023

Highlighted filing

2017

Revenue$113,140
Expenses$70,459
Net Income$42,681
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 14, 2017
Return Version
2016v3.0
Gross Receipts
$145,412
Mission and Program Overview

Mission

Support school and student activities

Support School, student activities, and teachers.

Program Services

DescriptionGrantsExpenses
Subs and Tubs Sales Fundraiser$0$15,847
Carnival$0$4,376
Spirit Wear$0$3,018
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura TrippPresident-$0--
Shannon BoonstraVice President-$0--
Kim FlynnTreasurer-$0--
Katie PerlmutterSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Subs and Tubs Sales$23,278$23,278$15,847$7,431
School Carnival$8,286$8,286$1,007$7,279
Total Events$38,150$38,150$20,336$17,814
Filing and Contact Details

Filer

Filer Name
Walker Charter Academy Pto
EIN
38-3621030
Phone
6167852700
Address
1801 THREE MILE ROAD NW, GRAND RAPIDS, MI 49544

Signing Officer

Name
Kim Flynn
Title
Treasurer
Phone
6167852700
Signed
2017-12-14
Discuss with paid preparer
Yes

Preparer

Firm
4k Accounting Services LLC
Address
1950 Waldorf St NW, Walker, MI 49544
Preparer
Melinda Kiliszewski
Phone
6169200987
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Restitution Income. Amount: 79614.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: purchased equipment for the school. Amount: 37549. Description: Support of school programs. Amount: 31074. Total to Form 990-EZ, line 16: 68623.

Raw XML Appendix204 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KIM FLYNN
IRS990EZ/BooksInCareOfDetail/PhoneNum06167852700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01801 THREE MILE ROAD NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GRAND RAPIDS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049544
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02711
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045392
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt0145412
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02711
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045392
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02711
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045392
IRS990EZ/OccupancyRentUtltsAndMaintAmt01643
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laura Tripp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Shannon Boonstra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kim Flynn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Katie Perlmutter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt068623
IRS990EZ/OtherRevenueTotalAmt079614
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Support School, student activities, and teachers.
IRS990EZ/PrintingPublicationsPostageAmt0193
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Subs and Tubs Sales Fundraiser
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Carnival
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Spirit Wear
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015847
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14376
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23018
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt032272
IRS990EZ/SpecialEventsNetIncomeLossAmt026365
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt070459
IRS990EZ/TotalProgramServiceExpensesAmt023241
IRS990EZ/TotalRevenueAmt0113140
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://wcapto.org/
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Walker Charter Academy PTO Officer elections and proposed budget are voted and approved by Walker Charter Academy prior to the start of a new school year. All funds are used to support school student activities, enrichment and teacher support and appreciation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D Line 3
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0383621030
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt058920
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Walker Charter Academy
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt058920
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020336
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Subs and Tubs Sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0School Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0677
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023278
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023278
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038150
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017814
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0113
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016967
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015847
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01007
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02692
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02692
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0It was determined that there was an embezzlement of funds
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt079614
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0During the course of this fiscal year is was discovered that the former treasurer had been mis appropriating the association funds for his own purposes over the course of the past few years. An investigation was conducted and charges were brought against the individual. Restitution was made for the funds that were taken during this fiscal year.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 8 Other Revenue: Restitution Income
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Restitution Income. Amount: 79614.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: purchased equipment for the school. Amount: 37549. Description: Support of school programs. Amount: 31074. Total to Form 990-EZ, line 16: 68623.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kim Flynn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06167852700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALKER CHARTER ACADEMY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WALK
ReturnHeader/Filer/EIN0383621030
ReturnHeader/Filer/PhoneNum06167852700
ReturnHeader/Filer/USAddress/AddressLine1Txt01801 THREE MILE ROAD NW
ReturnHeader/Filer/USAddress/CityNm0GRAND RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049544
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB94BA24201867F844F28369C08093F07BF200DC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05D2E8A39CA747B0A4B7FCDD8BEAFA14551272F39
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.216.121.54
ReturnHeader/FilingSecurityInformation/IPDt02017-12-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:32:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472706445
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt04K ACCOUNTING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01950 Waldorf St NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walker
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049544
ReturnHeader/PreparerPersonGrp/PhoneNum06169200987
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melinda Kiliszewski
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-12-15T14:32:21-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

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