Civic Intelligence

Walnut Elementary Education Center PTO

990EZ • Fiscal year 2021 • EIN 38-4002309

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 04, 2021

4219 N Walnut RoadTurlock, CA 95382

(209) 324-5007

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

23rd percentile

-12%

Higher net margin than 23% 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

35th percentile

-2.6%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

9th percentile

-72%

Faster revenue growth than 9% of similar nonprofits.

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

Assets

Down

$73,191

Down $1,991 (-2.6%) from 2020

Net Assets

Down

$73,191

Down $1,991 (-2.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$16,541

Down $43,287 (-72%) from 2020

Expenses

Down

$18,532

Down $16,024 (-46%) from 2020

Net Income

Down

-$1,991

Down $27,263 (-108%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2017: $41,747Liabilities 2017: $0Net Assets 2017: $41,7472017Assets 2018: $44,983Liabilities 2018: $0Net Assets 2018: $44,9832018Assets 2019: $49,910Liabilities 2019: $0Net Assets 2019: $49,9102019Assets 2020: $75,182Liabilities 2020: $0Net Assets 2020: $75,1822020Assets 2021: $73,191Liabilities 2021: $0Net Assets 2021: $73,1912021Assets 2022: $104,979Liabilities 2022: $0Net Assets 2022: $104,9792022Assets 2023: $86,839Liabilities 2023: $0Net Assets 2023: $86,8392023Assets 2024: $70,771Net Assets 2024: $70,7712024Assets 2025: $83,473Net Assets 2025: $83,4732025

Highlighted filing

2021

Assets$73,191
Liabilities$0
Net Assets$73,191

Operations Trend

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

$100K$50K$0-$50KRevenue 2017: $76,376Expenses 2017: $42,860Net Income 2017: $33,5162017Revenue 2018: $72,223Expenses 2018: $68,987Net Income 2018: $3,2362018Revenue 2019: $59,998Expenses 2019: $55,071Net Income 2019: $4,9272019Revenue 2020: $59,828Expenses 2020: $34,556Net Income 2020: $25,2722020Revenue 2021: $16,541Expenses 2021: $18,532Net Income 2021: -$1,9912021Revenue 2022: $52,376Expenses 2022: $20,588Net Income 2022: $31,7882022Revenue 2023: $16,476Expenses 2023: $34,616Net Income 2023: -$18,1402023Revenue 2024: $14,089Expenses 2024: $30,157Net Income 2024: -$16,0682024Revenue 2025: $52,810Expenses 2025: $40,108Net Income 2025: $12,7022025

Highlighted filing

2021

Revenue$16,541
Expenses$18,532
Net Income-$1,991
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 4, 2021
Return Version
2020v4.0
Gross Receipts
$21,953
Mission and Program Overview

Mission

Walnut elementary education center pto's mission is to support the walnut elementary education center located in turlock, california. The walnut pto is an active group of parents, school staff and students that help plan, organize and implement programs and activities to enhance education.

Program Services

DescriptionGrantsExpenses
THE PTO PROVIDES CLASSROOM SUPPLIES, PLAYGROUND AND PE EQUIPMENT, ASSEMBLIES AND FIELD TRIPS FOR THE CHILDREN. THEY ALSO PROMOTE AND HELP SUPPORT MANY STUDENT CLUBS, ELECTIVES AND STUDENT INCENTIVES.$18,531-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARISSA MELLOWPresidentFT$0--
SARAH BRUCEVP MembershipPT$0--
DEBBIE GARCIAVP Ways & MeansFT$0--
MONICA SALAZARTreasurerPT$0--
DANIELLE BROWNSecretaryPT$0--
CRYSTAL STAPLETONAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$7,462$7,462$2,298$5,164
Savor Charcuterie$6,530$6,530$2,746$3,784
Total Events$13,992$13,992$5,044$8,948
Filing and Contact Details

Filer

Filer Name
Walnut Elementary Education Center Pto
EIN
38-4002309
Phone
2093245007
Address
4219 N WALNUT ROAD, TURLOCK, CA 95382

Signing Officer

Name
Tracey Mcleod
Title
President
Signed
2021-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Wahl Willemse & Wilson LLP CPAs
Address
401 E Main St, Turlock, CA 95380
Preparer
Christine Stiles CPA
Phone
2096690880
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $7

Other Expenses.1009

Depreciation $4304

Other Expenses.1012

Insurance $734

Other Expenses.1

Class room supplies $6590

Other Expenses.2

Enrichment programs $3599

Other Expenses.3

Teacher appreciation $1700

Other Expenses.4

STUDENT INCENTIVES $1082

Other Expenses.5

Student clubs & organizations $161

Other Expenses.6

BANK CHARGES $40

Other Assets.1003

Machinery and Equipment - Beginning $5423 Machinery and Equipment - Ending $3025

Raw XML Appendix192 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/PersonNm0TRACEY MCLEOD
IRS990EZ/BooksInCareOfDetail/PhoneNum02093245007
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04219 N WALNUT ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TURLOCK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095382
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060229
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062542
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01790
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1991
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0315
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075182
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073191
IRS990EZ/FundraisingGrossIncomeAmt020163
IRS990EZ/GrossReceiptsAmt021953
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt09530
IRS990EZ/LandAndBuildingsGrp/EOYAmt07624
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075182
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073191
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075182
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073191
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARISSA MELLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH BRUCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBBIE GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MONICA SALAZAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANIELLE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CRYSTAL STAPLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05423
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03025
IRS990EZ/OtherExpensesTotalAmt018217
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WALNUT ELEMENTARY EDUCATION CENTER PTO'S MISSION IS TO SUPPORT THE WALNUT ELEMENTARY EDUCATION CENTER LOCATED IN TURLOCK, CALIFORNIA. THE WALNUT PTO IS AN ACTIVE GROUP OF PARENTS, SCHOOL STAFF AND STUDENTS THAT HELP PLAN, ORGANIZE AND IMPLEMENT PROGRAMS AND ACTIVITIES TO ENHANCE EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTO PROVIDES CLASSROOM SUPPLIES, PLAYGROUND AND PE EQUIPMENT, ASSEMBLIES AND FIELD TRIPS FOR THE CHILDREN. THEY ALSO PROMOTE AND HELP SUPPORT MANY STUDENT CLUBS, ELECTIVES AND STUDENT INCENTIVES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018531
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05412
IRS990EZ/SpecialEventsNetIncomeLossAmt014751
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018532
IRS990EZ/TotalProgramServiceExpensesAmt018531
IRS990EZ/TotalRevenueAmt016541
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027378
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt027378
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01790
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04061
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07232
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07725
IRS990ScheduleA/Total509Grp/TotalAmt027378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07725
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt027378
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05044
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SAVOR CHARCUTERIE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07462
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013992
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07462
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013992
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08948
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05044
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02298
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $4304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASS ROOM SUPPLIES $6590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ENRICHMENT PROGRAMS $3599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER APPRECIATION $1700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STUDENT INCENTIVES $1082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STUDENT CLUBS & ORGANIZATIONS $161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Machinery and Equipment - Beginning $5423 Machinery and Equipment - Ending $3025
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1003
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACEY MCLEOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALNUT ELEMENTARY EDUCATION CENTER PTO
ReturnHeader/Filer/BusinessNameControlTxt0WALN
ReturnHeader/Filer/EIN0384002309
ReturnHeader/Filer/PhoneNum02093245007
ReturnHeader/Filer/USAddress/AddressLine1Txt04219 N WALNUT ROAD
ReturnHeader/Filer/USAddress/CityNm0TURLOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095382
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770458134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wahl Willemse & Wilson LLP CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 E Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Turlock
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095380
ReturnHeader/PreparerPersonGrp/PhoneNum02096690880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE STILES CPA
ReturnHeader/ReturnTs02021-11-15T11:30:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRACEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCLEOD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings