Civic Intelligence

West Field PTO Inc

990EZ • Fiscal year 2023 • EIN 45-2425416

Jun 01, 2022 to May 31, 2023 • Filed on Jul 05, 2023

17601 N Pennsylvania AveEdmond, OK 73012

(405) 340-2285

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

93rd percentile

60%

Higher net margin than 93% 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

92nd percentile

99%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

94th percentile

177%

Faster revenue growth than 94% of similar nonprofits.

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

Assets

Up

$67,310

Up $33,557 (+99%) from 2022

Net Assets

Up

$67,310

Up $33,557 (+99%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$55,829

Up $35,688 (+177%) from 2022

Expenses

Up

$22,272

Up $10,159 (+84%) from 2022

Net Income

Up

$33,557

Up $25,529 (+318%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $42,537Liabilities 2012: $02012Assets 2013: $56,094Net Assets 2013: $56,0942013Assets 2014: $52,394Net Assets 2014: $52,3942014Assets 2015: $81,560Net Assets 2015: $81,5602015Assets 2016: $113,744Net Assets 2016: $113,7442016Assets 2017: $108,007Net Assets 2017: $108,0072017Assets 2018: $89,205Net Assets 2018: $89,2052018Assets 2019: $39,109Net Assets 2019: $39,1092019Assets 2020: $43,418Net Assets 2020: $43,4182020Assets 2021: $25,725Net Assets 2021: $25,7252021Assets 2022: $33,753Net Assets 2022: $33,7532022Assets 2023: $67,310Net Assets 2023: $67,3102023Assets 2024: $105,906Net Assets 2024: $105,9062024Assets 2025: $140,684Net Assets 2025: $140,6842025

Highlighted filing

2023

Assets$67,310
Liabilities-
Net Assets$67,310

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2012: $68,409Expenses 2012: $25,872Net Income 2012: $42,5372012Revenue 2013: $67,984Expenses 2013: $54,427Net Income 2013: $13,5572013Revenue 2014: $53,557Expenses 2014: $57,257Net Income 2014: -$3,7002014Revenue 2015: $60,261Expenses 2015: $31,095Net Income 2015: $29,1662015Revenue 2016: $63,831Expenses 2016: $31,647Net Income 2016: $32,1842016Revenue 2017: $56,377Expenses 2017: $62,114Net Income 2017: -$5,7372017Revenue 2018: $62,291Expenses 2018: $81,093Net Income 2018: -$18,8022018Revenue 2019: $21,717Expenses 2019: $71,813Net Income 2019: -$50,0962019Revenue 2020: $34,918Expenses 2020: $30,609Net Income 2020: $4,3092020Revenue 2021: -$2,258Expenses 2021: $15,435Net Income 2021: -$17,6932021Revenue 2022: $20,141Expenses 2022: $12,113Net Income 2022: $8,0282022Revenue 2023: $55,829Expenses 2023: $22,272Net Income 2023: $33,5572023Revenue 2024: $56,912Expenses 2024: $18,316Net Income 2024: $38,5962024Revenue 2025: $65,453Expenses 2025: $30,675Net Income 2025: $34,7782025

Highlighted filing

2023

Revenue$55,829
Expenses$22,272
Net Income$33,557
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Jul 5, 2023
Return Version
2022v5.0
Gross Receipts
$104,365
Mission and Program Overview

Mission

The West Field Elementary School Parent Teacher Organization raises funds to assist the teachers and staff at West Field Elementary School with needed supplies, equipment and improvements to the school grounds that are not funded by the school district in order to provide the children that attend West Field Elementary School the best possible education.

Program Services

DescriptionGrantsExpenses
Teacher supplies, equipment and improvements to school for the benefit of the entire staff and the entire student population at West Field Elementary School.$5,378$21,267
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea FullerPresidentPT$0--
Melinda GerlachTreasurerPT$0--
Jamie WilsonVice PresidentPT$0--
Lacey EcheverryVice PresidentPT$0--
Jessica MisunSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$61,395$61,395$24,207$37,188
Various$39,795$39,795$24,329$15,466
Total Events$101,190$101,190$48,536$52,654
Filing and Contact Details

Filer

Filer Name
West Field PTO Inc
EIN
45-2425416
Phone
4053402285
Address
17601 N Pennsylvania Ave, Edmond, OK 73012

Signing Officer

Name
Andrea Fuller
Title
President
Signed
2023-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Steven G Wade CPA Pllc
Address
4334 NW EXPRESSWAY STE 221, OKLAHOMA CITY, OK 73116
Preparer
Steven G Wade
Phone
4052861209
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: Teacher Supplies | Cash Amount Given: $5378

Other Expenses.1002

Office Expenses $1841

Other Expenses.1012

Insurance $555

Other Expenses.1

PTO Activity Supplies $14048

Raw XML Appendix193 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/BooksInCareOfDetail/USAddress/CityNm0Edmond
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrea Fuller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melinda Gerlach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jamie Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lacey Echeverry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jessica Misun
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016444
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The West Field Elementary School Parent Teacher Organization raises funds to assist the teachers and staff at West Field Elementary School with needed supplies, equipment and improvements to the school grounds that are not funded by the school district in order to provide the children that attend West Field Elementary School the best possible education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher supplies, equipment and improvements to school for the benefit of the entire staff and the entire student population at West Field Elementary School.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021267
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt048536
IRS990EZ/SpecialEventsNetIncomeLossAmt052654
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022272
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IRS990EZ/TotalRevenueAmt055829
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.wfpto.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00060
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Teacher Supplies | Cash Amount Given: $5378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTO Activity Supplies $14048
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Fuller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0West Field PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0452425416
ReturnHeader/Filer/PhoneNum04053402285
ReturnHeader/Filer/USAddress/AddressLine1Txt017601 N Pennsylvania Ave
ReturnHeader/Filer/USAddress/CityNm0Edmond
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073012
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472264734
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN G WADE CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04334 NW EXPRESSWAY STE 221
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073116
ReturnHeader/PreparerPersonGrp/PhoneNum04052861209
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven G Wade
ReturnHeader/ReturnTs02023-07-05T11:54:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Andrea
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Fuller
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
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.$1.41$1.41$0.65$0.31$0.35
2024Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.57$0.18$0.39
2023Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.56$0.22$0.34
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.20$0.12$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.02$0.15$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.35$0.31$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.22$0.72$0.50
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.62$0.81$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.56$0.62$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.64$0.32$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.60$0.31$0.29
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.54$0.57$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.56$0.68$0.54$0.14
2012Summary only. Only limited summary data is available for this year.$0.43$0.00$0.68$0.26$0.43