Civic Intelligence

Henry a Wallace Elementary Parent- Teacher Organization Inc.

990EZ • Fiscal year 2023 • EIN 42-1527181

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 09, 2023

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

(515) 210-7758

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

5th percentile

-117%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

6th percentile

-72%

Faster asset growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-8.9%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$14,211

Down $36,098 (-72%) from 2022

Net Assets

Down

$14,211

Down $36,098 (-72%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$30,883

Down $3,012 (-8.9%) from 2022

Expenses

Up

$66,981

Up $30,947 (+86%) from 2022

Net Income

Down

-$36,098

Down $33,959 (-1588%) from 2022

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

2023

Assets$14,211
Liabilities-
Net Assets$14,211

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

2023

Revenue$30,883
Expenses$66,981
Net Income-$36,098
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 9, 2023
Return Version
2022v5.0
Gross Receipts
$51,423
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.$45,145$59,626
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRITTANY HOGUECo-President-$0--
JACKIE JOHNSONCo-President-$0--
JAMIE LEWTONSecretary-$0--
CHRISTINE PECKUMNTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$16,451$16,451-$16,451
Spring Fundrais$13,708$13,708-$13,708
Total Events$39,499$39,499$11,409$28,090
Filing and Contact Details

Filer

Filer Name
Henry a Wallace Elementary Parent-
EIN
42-1527181
Phone
5152107758
Address
6510 NW 62ND AVE PO BOX 10, JOHNSTON, IA 50131

Signing Officer

Name
Christine Peckumn
Title
Treasurer
Phone
5153701853
Signed
2023-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Thorntree CPA Services LLC
Address
5623 NW 86TH ST STE 400, JOHNSTON, IA 50131-2956
Preparer
Anne T Elliott CPA
Phone
5157276218
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: henry a wallace elementary school address: 6510 nw 62nd ave johnston, ia 50131 cash contribution: 45,145

Form 990-ez, Part I, Line 16

Expenses insurance 220 staff hospitality & gifts 8,038 yearbooks 18 office & admin expense 954 new family supplies 1,120 school supply kit refund -897 fine arts night 343 special events/bridges 1,015 5th grade celebration 4,171 classroom celebrations 453 total 15,435

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 Appendix172 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/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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: HENRY A WALLACE ELEMENTARY SCHOOL ADDRESS: 6510 NW 62ND AVE JOHNSTON, IA 50131 CASH CONTRIBUTION: 45,145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 220 STAFF HOSPITALITY & GIFTS 8,038 YEARBOOKS 18 OFFICE & ADMIN EXPENSE 954 NEW FAMILY SUPPLIES 1,120 SCHOOL SUPPLY KIT REFUND -897 FINE ARTS NIGHT 343 SPECIAL EVENTS/BRIDGES 1,015 5TH GRADE CELEBRATION 4,171 CLASSROOM CELEBRATIONS 453 TOTAL 15,435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PTO WORKS TO CREATE THE BEST POSSIBLE EDUCATIONAL ENVIRONMENT FOR STUDENTS, TEACHERS, STAFF AND ADMINISTRATORS AT THE HENRY A. WALLACE ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PARENTS 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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-09
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ReturnHeader/ReturnTs02023-08-10T14:29:22-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PECKUMN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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