Civic Intelligence

Wealthy Elementary School Parent Teacher Organization

EIN 46-3045798 • 501(c)3 • East Grand Rapids, MI

Profile

The primary purpose is to provide support for wealthy school through added benefits and programs put on by the parent teacher organization

1961 Lake Drive SEEast Grand Rapids, MI 49506

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

84th percentile

42%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

41%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$96,084

Up $28,253 (+42%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$96,084

Up $28,253 (+42%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Up

$103,413

Up $30,138 (+41%) from 2024

Expenses

Up

$75,161

Up $21,730 (+41%) from 2024

Net Income

Up

$28,252

Up $8,408 (+42%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2014: $61,590Liabilities 2014: $02014Assets 2015: $49,454Liabilities 2015: $02015Assets 2016: $54,097Liabilities 2016: $02016Assets 2017: $53,489Liabilities 2017: $02017Assets 2018: $55,597Liabilities 2018: $02018Assets 2019: $58,390Liabilities 2019: $02019Assets 2020: $33,729Liabilities 2020: $02020Assets 2022: $61,518Liabilities 2022: $0Net Assets 2022: $61,5182022Assets 2023: $60,359Net Assets 2023: $60,3592023Assets 2024: $67,831Net Assets 2024: $67,8312024Assets 2025: $96,084Net Assets 2025: $96,0842025

Highlighted filing

2025

Assets$96,084
Liabilities-
Net Assets$96,084
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $42,854Expenses 2014: $33,631Net Income 2014: $9,2232014Revenue 2015: $38,149Expenses 2015: $50,285Net Income 2015: -$12,1362015Revenue 2016: $66,108Expenses 2016: $61,465Net Income 2016: $4,6432016Revenue 2017: $64,847Expenses 2017: $65,455Net Income 2017: -$6082017Revenue 2018: $68,619Expenses 2018: $66,636Net Income 2018: $1,9832018Revenue 2019: $69,647Expenses 2019: $66,854Net Income 2019: $2,7932019Revenue 2020: $18,495Expenses 2020: $43,156Net Income 2020: -$24,6612020Revenue 2022: $54,211Expenses 2022: $59,103Net Income 2022: -$4,8922022Revenue 2023: $69,906Expenses 2023: $71,065Net Income 2023: -$1,1592023Revenue 2024: $73,275Expenses 2024: $53,431Net Income 2024: $19,8442024Revenue 2025: $103,413Expenses 2025: $75,161Net Income 2025: $28,2522025

Highlighted filing

2025

Revenue$103,413
Expenses$75,161
Net Income$28,252
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,084
Liabilities
-
Net assets
$96,084
Revenue
$103,413
Expenses
$75,161
Net income
$28,252
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.96$0.96$1.03$0.75$0.28
2024Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.73$0.53$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.70$0.71$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.54$0.59$0.05
2020Summary only. Only limited summary data is available for this year.$0.34$0.00$0.18$0.43$0.25
2019Summary only. Only limited summary data is available for this year.$0.58$0.00$0.70$0.67$0.03
2018Summary only. Only limited summary data is available for this year.$0.56$0.00$0.69$0.67$0.02
2017Summary only. Only limited summary data is available for this year.$0.53$0.00$0.65$0.65$0.01
2016Summary only. Only limited summary data is available for this year.$0.54$0.00$0.66$0.61$0.05
2015Summary only. Only limited summary data is available for this year.$0.49$0.00$0.38$0.50$0.12
2014Summary only. Only limited summary data is available for this year.$0.62$0.00$0.43$0.34$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 8, 2025
Return Version
2024v5.0
Gross Receipts
$103,413
Mission and Program Overview

Mission

The primary purpose is to provide support for Wealthy School through added benefits and programs put on by the Parent Teacher Organization

Program Services

DescriptionGrantsExpenses
THE PRIMARY PURPOSE IS TO PROVIDE SUPPORT FOR WEALTHY SCHOOL THROUGH ADDED BENEFITS AND PROGRAMS PUT ON BY THE PARENT TEACHER ORGANIZATION-$75,161
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GENA ABBOTTPresidentPT$0--
KELSEY WALTONSenior TreasPT$0--
MARIBETH AVENDTTreasurerPT$0--
ANGELA MEYERSVice PresidePT$0--
CHRISTINE DAWECorrespondinPT$0--
KARLY HISERRecording SePT$0--
Filing and Contact Details

Filer

Filer Name
Wealthy Elementary School Parent
EIN
46-3045798
Phone
6162357550
Address
1961 LAKE DRIVE SE, EAST GRAND RAPIDS, MI 49506

Signing Officer

Name
Kelsey Walton
Title
Senior Treasurer
Phone
6162357550
Signed
2025-09-08

Preparer

Firm
Morgan & Associates Pc Cpas
Address
1787 GRAND RIDGE CT NE STE 200, GRAND RAPIDS, MI 49525-7042
Preparer
William T Morgan CPA
Phone
6167766457
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 15 meetings and learning 5,675 insurance 670 other program expenses 64,450 total 70,810”

Form 990-ez, Part III

“The primary purpose is to provide support for wealthy school through added benefits and programs put on by the parent teacher organization”

Raw XML Appendix145 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/PersonNm0MARIBETH AVENDT
IRS990EZ/BooksInCareOfDetail/PhoneNum06162357550
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01961 LAKE DR SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GRAND RAPIDS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049506
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067832
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt096084
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0102863
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028252
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02111
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067832
IRS990EZ/Form990TotalAssetsGrp/EOYAmt096084
IRS990EZ/GrossReceiptsAmt0103413
IRS990EZ/GroupExemptionNum06056
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067832
IRS990EZ/NetAssetsOrFundBalancesEOYAmt096084
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067832
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt096084
IRS990EZ/OccupancyRentUtltsAndMaintAmt0740
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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/PersonNm0GENA ABBOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELSEY WALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIBETH AVENDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELA MEYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINE DAWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KARLY HISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SENIOR TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt070810
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSE IS TO PROVIDE SUPPORT FOR WEALTHY SCHOOL THROUGH ADDED BENEFITS AND PROGRAMS PUT ON BY THE PARENT TEACHER ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt01500
IRS990EZ/ProgramServiceRevenueAmt0550
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PRIMARY PURPOSE IS TO PROVIDE SUPPORT FOR WEALTHY SCHOOL THROUGH ADDED BENEFITS AND PROGRAMS PUT ON BY THE PARENT TEACHER ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt075161
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075161
IRS990EZ/TotalProgramServiceExpensesAmt075161
IRS990EZ/TotalRevenueAmt0103413
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0102863
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt069906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt054210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt048808
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0349062
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt059697
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0408759
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0103413
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069906
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0113312
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048853
IRS990ScheduleA/Total509Grp/TotalAmt0408759
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0103413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073275
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0113312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048853
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0408759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 15 MEETINGS AND LEARNING 5,675 INSURANCE 670 OTHER PROGRAM EXPENSES 64,450 TOTAL 70,810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRIMARY PURPOSE IS TO PROVIDE SUPPORT FOR WEALTHY SCHOOL THROUGH ADDED BENEFITS AND PROGRAMS PUT ON BY THE PARENT TEACHER ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KELSEY WALTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06162357550
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEALTHY ELEMENTARY SCHOOL PARENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0WEAL
ReturnHeader/Filer/EIN0463045798
ReturnHeader/Filer/PhoneNum06162357550
ReturnHeader/Filer/USAddress/AddressLine1Txt01961 LAKE DRIVE SE
ReturnHeader/Filer/USAddress/CityNm0EAST GRAND RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049506
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264625247
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORGAN & ASSOCIATES PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01787 GRAND RIDGE CT NE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0495257042
ReturnHeader/PreparerPersonGrp/PhoneNum06167766457
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM T MORGAN CPA
ReturnHeader/ReturnTs02025-09-15T17:05:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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