Civic Intelligence

William M Strong Elementary School PTO Inc.

990EZ • Fiscal year 2015 • EIN 45-4786690

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 17, 2015

820 Marion AvePlantsville, CT 06479

(860) 628-3314

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

54th percentile

5.1%

Higher net margin than 54% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

61st percentile

8.8%

Faster asset growth than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$20,930

Up $1,698 (+8.8%) from 2014

Net Assets

$20,930

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$33,568

Up $3,585 (+12%) from 2014

Expenses

Up

$31,870

Up $6,395 (+25%) from 2014

Net Income

Down

$1,698

Down $2,810 (-62%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $14,724Liabilities 2013: $02013Assets 2014: $19,232Liabilities 2014: $02014Assets 2015: $20,930Net Assets 2015: $20,9302015Assets 2016: $26,016Liabilities 2016: $0Net Assets 2016: $26,0162016Assets 2017: $15,385Liabilities 2017: $0Net Assets 2017: $15,3852017Assets 2018: $13,195Liabilities 2018: $0Net Assets 2018: $13,1952018Assets 2019: $9,699Liabilities 2019: $0Net Assets 2019: $9,6992019Assets 2020: $16,354Liabilities 2020: $0Net Assets 2020: $16,3542020Assets 2021: $7,711Liabilities 2021: $0Net Assets 2021: $7,7112021Assets 2022: $13,584Liabilities 2022: $0Net Assets 2022: $13,5842022Assets 2023: $32,296Liabilities 2023: $0Net Assets 2023: $32,2962023Assets 2024: $47,133Liabilities 2024: $0Net Assets 2024: $47,1332024Assets 2025: $32,100Liabilities 2025: $0Net Assets 2025: $32,1002025

Highlighted filing

2015

Assets$20,930
Liabilities-
Net Assets$20,930

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2013: $32,900Expenses 2013: $39,921Net Income 2013: -$7,0212013Revenue 2014: $29,983Expenses 2014: $25,475Net Income 2014: $4,5082014Revenue 2015: $33,568Expenses 2015: $31,870Net Income 2015: $1,6982015Revenue 2016: $35,437Expenses 2016: $30,351Net Income 2016: $5,0862016Revenue 2017: $25,509Expenses 2017: $36,140Net Income 2017: -$10,6312017Revenue 2018: $28,118Expenses 2018: $30,308Net Income 2018: -$2,1902018Revenue 2019: $19,501Expenses 2019: $22,997Net Income 2019: -$3,4962019Revenue 2020: $25,003Expenses 2020: $18,348Net Income 2020: $6,6552020Revenue 2021: $7,462Expenses 2021: $16,105Net Income 2021: -$8,6432021Revenue 2022: $21,508Expenses 2022: $15,635Net Income 2022: $5,8732022Revenue 2023: $37,201Expenses 2023: $18,489Net Income 2023: $18,7122023Revenue 2024: $47,004Expenses 2024: $32,167Net Income 2024: $14,8372024Revenue 2025: $39,276Expenses 2025: $54,309Net Income 2025: -$15,0332025

Highlighted filing

2015

Revenue$33,568
Expenses$31,870
Net Income$1,698
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 17, 2015
Return Version
2014v5.0
Gross Receipts
$57,676
Mission and Program Overview

Mission

To benefit the students at the school

Program Services

DescriptionGrantsExpenses
0-$15,968
The organization purchased equipment and instructional materials for the school and/or classrooms. All students benefited from this donation.-$13,993
The organization paid an equal amount for each of the school's classes to defer the cost of educational field trips. All students benefited from this donation.-$1,048
The organization funded cultural programs selected by the Principal and held at school during school hours. All students benefited from this donation.-$861
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELIQUE BILODEAUCo-President-$0--
JENNIFER KOCSECo-President-$0--
MEREDITH FENWICHFundraising-$0--
LEANNE KENNEDYSecretary-$0--
LAUREN MARINOCommunications-$0--
STEPHANIE STASZEWSKITreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fairs$10,693$10,693$9,384$1,309
Fall Fundraiser$5,325$5,325$2,422$2,903
Total Events$27,631$27,631$20,808$6,823
Filing and Contact Details

Filer

Filer Name
William M Strong Elementary School Pto Inc
EIN
45-4786690
Phone
8606283314
Address
820 MARION AVE, PLANTSVILLE, CT 06479

Signing Officer

Name
Stephanie Staszewski
Title
Treasurer
Phone
8606283314
Signed
2015-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Tax Season CPA LLC
Address
295 WASHINGTON AVE STE 8, HAMDEN, CT 06518
Preparer
Kathryn C Brookman Cfp CPA
Phone
2032817028
Supplemental Narrative

Additional Explanations

Pt V, Line 35B

The organization did not have unrelated business gross income of $1,000 or more.

Form 990EZ, Part I, Line 8

Revenue from other school events 15041.

Form 990EZ, Part I, Line 16

Expenses from other events 31870.

Raw XML Appendix174 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0STEPHANIE STASZEWSKI
IRS990EZ/BooksInCareOfDetail/PhoneNum08606283314
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLANTSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006479
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019232
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt01165
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019232
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGELIQUE BILODEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER KOCSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEREDITH FENWICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEANNE KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAUREN MARINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEPHANIE STASZEWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031870
IRS990EZ/OtherRevenueTotalAmt015041
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To benefit the students at the school
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization paid an equal amount for each of the school's classes to defer the cost of educational field trips. All students benefited from this donation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The organization funded cultural programs selected by the Principal and held at school during school hours. All students benefited from this donation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The organization purchased equipment and instructional materials for the school and/or classrooms. All students benefited from this donation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01048
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1861
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213993
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt315968
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt014935
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031870
IRS990EZ/TotalProgramServiceExpensesAmt031870
IRS990EZ/TotalRevenueAmt033568
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0861
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04813
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057676
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IRS990ScheduleA/Total509Grp/TotalAmt0164537
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIRS
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010693
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011613
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010693
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011613
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027631
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06823
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09002
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020808
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02422
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09384
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization did not have unrelated business gross income of $1,000 or more.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVENUE FROM OTHER SCHOOL EVENTS 15041.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES FROM OTHER EVENTS 31870.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 35b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE STASZEWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08606283314
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM M STRONG ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0454786690
ReturnHeader/Filer/PhoneNum08606283314
ReturnHeader/Filer/USAddress/AddressLine1Txt0820 MARION AVE
ReturnHeader/Filer/USAddress/CityNm0PLANTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006479
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Season CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0295 WASHINGTON AVE STE 8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006518
ReturnHeader/PreparerPersonGrp/PhoneNum02032817028
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHRYN C BROOKMAN CFP CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-23T09:43:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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