Civic Intelligence

Henry a Wallace Elementary Parent- Teacher Organization Inc.

990EZ • Fiscal year 2019 • EIN 42-1527181

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 30, 2019

6510 NW 62nd Ave PO Box 10Johnston, IA 50131

(515) 451-6906

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

219%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$60,596

Up $7,939 (+15%) from 2018

Net Assets

$60,596

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$59,638

Up $40,945 (+219%) from 2018

Expenses

Up

$51,699

Up $35,252 (+214%) from 2018

Net Income

Up

$7,939

Up $5,693 (+253%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $25,936Liabilities 2011: $02011Assets 2012: $49,890Liabilities 2012: $02012Assets 2013: $68,157Liabilities 2013: $02013Assets 2014: $45,392Liabilities 2014: $02014Assets 2015: $62,223Liabilities 2015: $02015Assets 2016: $61,373Liabilities 2016: $02016Assets 2017: $54,903Liabilities 2017: $02017Assets 2018: $52,657Liabilities 2018: $02018Assets 2019: $60,596Net Assets 2019: $60,5962019Assets 2020: $95,013Net Assets 2020: $95,0132020Assets 2021: $52,448Net Assets 2021: $52,4482021Assets 2022: $50,309Net Assets 2022: $50,3092022Assets 2023: $14,211Net Assets 2023: $14,2112023Assets 2024: $29,136Liabilities 2024: $0Net Assets 2024: $29,1362024Assets 2025: $44,291Liabilities 2025: $0Net Assets 2025: $44,2912025

Highlighted filing

2019

Assets$60,596
Liabilities-
Net Assets$60,596

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $29,438Expenses 2011: $14,806Net Income 2011: $14,6322011Revenue 2012: $39,103Expenses 2012: $15,149Net Income 2012: $23,9542012Revenue 2013: $31,778Expenses 2013: $13,511Net Income 2013: $18,2672013Revenue 2014: $623Expenses 2014: $23,388Net Income 2014: -$22,7652014Revenue 2015: $20,797Expenses 2015: $3,966Net Income 2015: $16,8312015Revenue 2016: $30,067Expenses 2016: $30,917Net Income 2016: -$8502016Revenue 2017: $21,582Expenses 2017: $28,052Net Income 2017: -$6,4702017Revenue 2018: $18,693Expenses 2018: $16,447Net Income 2018: $2,2462018Revenue 2019: $59,638Expenses 2019: $51,699Net Income 2019: $7,9392019Revenue 2020: $87,554Expenses 2020: $53,137Net Income 2020: $34,4172020Revenue 2021: $2,713Expenses 2021: $45,278Net Income 2021: -$42,5652021Revenue 2022: $33,895Expenses 2022: $36,034Net Income 2022: -$2,1392022Revenue 2023: $30,883Expenses 2023: $66,981Net Income 2023: -$36,0982023Revenue 2024: $50,938Expenses 2024: $36,557Net Income 2024: $14,3812024Revenue 2025: $48,959Expenses 2025: $33,804Net Income 2025: $15,1552025

Highlighted filing

2019

Revenue$59,638
Expenses$51,699
Net Income$7,939
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 30, 2019
Return Version
2018v3.1
Gross Receipts
$83,658
Mission and Program Overview

Mission

The pto works to create the best possible educational environment for students, teachers, staff and administrators at the henry a. Wallace elementary school.

Program Services

DescriptionGrantsExpenses
PARENTS AND TEACHERS WORK TOGETHER TO CREATE OPPORTUNITIES FOR STUDENTS. THIS IS ACCOMPLISHED BY HOSTING FUN SCHOOL WIDE EVENTS, PROMOTING SCHOOL PRIDE, PROVIDING TEACHER GRANT OPPORTUNITIES AND BY ORGANIZING VOLUNTEERS FOR THE SCHOOL.$3,369$28,473
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENEA BARKERCo-President-$0--
CRISSY POHLCo-President-$0--
MORGAN HALVERSONTreasurer-$0--
LINDSEY ROBERTSONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Run a Thon$44,153$44,153-$44,153
Entertain. Book$7,885$7,885$4,533$3,352
Total Events$65,025$65,025$15,397$49,628
Filing and Contact Details

Filer

Filer Name
Henry a Wallace Elementary Parent-
EIN
42-1527181
Phone
5154516906
Address
6510 NW 62ND AVE PO BOX 10, JOHNSTON, IA 50131

Signing Officer

Name
Morgan Halverson
Title
Treasurer
Phone
5152786977
Signed
2019-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Woollums CPA Pc
Address
5623 NW 86TH ST STE 400, JOHNSTON, IA 50131-2956
Preparer
Robert W Woollums CPA
Phone
5157276218
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 220 music room supplies 6,125 staff hospitality & gifts 5,960 fine arts night 3,706 yearbooks 3,031 5th grade celebration 1,826 playground 1,522 academic night 1,150 razz kids 1,000 office & admin expense 329 other program supplies 235 total 25,104

Form 990-ez, Part III

The pto works to create the best possible educational environment for students, teachers, staff and administrators at the henry a. Wallace elementary school.

Form 990-ez, Part III, Line 28

Parents and teachers work together to create opportunities for students. This is accomplished by hosting fun school wide events, promoting school pride, providing teacher grant opportunities and by organizing volunteers for the school.

Raw XML Appendix180 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CRISSY POHL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDSEY ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025104
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IRS990EZ/PrimaryExemptPurposeTxt0THE PTO WORKS TO CREATE THE BEST POSSIBLE EDUCATIONAL ENVIRONMENT FOR STUDENTS, TEACHERS, STAFF AND ADMINISTRATORS AT THE HENRY A. WALLACE ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARENTS AND TEACHERS WORK TOGETHER TO CREATE OPPORTUNITIES FOR STUDENTS. THIS IS ACCOMPLISHED BY HOSTING FUN SCHOOL WIDE EVENTS, PROMOTING SCHOOL PRIDE, PROVIDING TEACHER GRANT OPPORTUNITIES AND BY ORGANIZING VOLUNTEERS FOR THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03369
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024020
IRS990EZ/SpecialEventsNetIncomeLossAmt050638
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051699
IRS990EZ/TotalProgramServiceExpensesAmt028473
IRS990EZ/TotalRevenueAmt059638
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WALLACEPTO.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08896
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 220 MUSIC ROOM SUPPLIES 6,125 STAFF HOSPITALITY & GIFTS 5,960 FINE ARTS NIGHT 3,706 YEARBOOKS 3,031 5TH GRADE CELEBRATION 1,826 PLAYGROUND 1,522 ACADEMIC NIGHT 1,150 RAZZ KIDS 1,000 OFFICE & ADMIN EXPENSE 329 OTHER PROGRAM SUPPLIES 235 TOTAL 25,104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PTO WORKS TO CREATE THE BEST POSSIBLE EDUCATIONAL ENVIRONMENT FOR STUDENTS, TEACHERS, STAFF AND ADMINISTRATORS AT THE HENRY A. WALLACE ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PARENTS AND TEACHERS WORK TOGETHER TO CREATE OPPORTUNITIES FOR STUDENTS. THIS IS ACCOMPLISHED BY HOSTING FUN SCHOOL WIDE EVENTS, PROMOTING SCHOOL PRIDE, PROVIDING TEACHER GRANT OPPORTUNITIES AND BY ORGANIZING VOLUNTEERS FOR THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY A WALLACE ELEMENTARY PARENT-
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ReturnHeader/Filer/EIN0421527181
ReturnHeader/Filer/PhoneNum05154516906
ReturnHeader/Filer/USAddress/AddressLine1Txt06510 NW 62ND AVE PO BOX 10
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ReturnHeader/FilingSecurityInformation/IPTm008:09:21
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOOLLUMS CPA PC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JOHNSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0501312956
ReturnHeader/PreparerPersonGrp/PhoneNum05157276218
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W WOOLLUMS CPA
ReturnHeader/ReturnTs02019-08-30T08:09:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$44.3$0.00$44.3$49.0$33.8$15.2
2024Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$50.9$36.6$14.4
2023Detailed filing. Detailed filing data is available for this year.$14.2$14.2$30.9$67.0$36.1
2022Detailed filing. Detailed filing data is available for this year.$50.3$50.3$33.9$36.0$2.14
2021Detailed filing. Detailed filing data is available for this year.$52.4$52.4$2.71$45.3$42.6
2020Detailed filing. Detailed filing data is available for this year.$95.0$95.0$87.6$53.1$34.4
2019Detailed filing. Detailed filing data is available for this year.$60.6$60.6$59.6$51.7$7.94
2018Summary only. Only limited summary data is available for this year.$52.7$0.00$18.7$16.4$2.25
2017Summary only. Only limited summary data is available for this year.$54.9$0.00$21.6$28.1$6.47
2016Summary only. Only limited summary data is available for this year.$61.4$0.00$30.1$30.9$0.85
2015Summary only. Only limited summary data is available for this year.$62.2$0.00$20.8$3.97$16.8
2014Summary only. Only limited summary data is available for this year.$45.4$0.00$0.62$23.4$22.8
2013Summary only. Only limited summary data is available for this year.$68.2$0.00$31.8$13.5$18.3
2012Summary only. Only limited summary data is available for this year.$49.9$0.00$39.1$15.1$24.0
2011Summary only. Only limited summary data is available for this year.$25.9$0.00$29.4$14.8$14.6