Civic Intelligence

Wines Parent Teacher Organization

990EZ • Fiscal year 2018 • EIN 81-0563687

Aug 01, 2017 to Jul 31, 2018 • Filed on Nov 21, 2018

1701 Newport RoadAnn Arbor, MI 48103

(734) 646-9454

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

22nd percentile

-19%

Faster asset growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

-4.0%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$48,967

Down $11,156 (-19%) from 2017

Net Assets

Down

$48,967

Down $11,156 (-19%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$79,439

Down $3,269 (-4.0%) from 2017

Expenses

Up

$90,595

Up $29,813 (+49%) from 2017

Net Income

Down

-$11,156

Down $33,082 (-151%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $40,891Liabilities 2011: $02011Assets 2012: $57,739Net Assets 2012: $57,7392012Assets 2013: $44,828Liabilities 2013: $02013Assets 2014: $22,665Net Assets 2014: $22,6652014Assets 2015: $38,104Net Assets 2015: $38,1042015Assets 2016: $38,197Net Assets 2016: $38,1972016Assets 2017: $60,123Net Assets 2017: $60,1232017Assets 2018: $48,967Net Assets 2018: $48,9672018Assets 2019: $58,895Net Assets 2019: $58,8952019Assets 2020: $62,928Net Assets 2020: $62,9282020Assets 2021: $61,178Net Assets 2021: $61,1782021Assets 2022: $93,907Net Assets 2022: $93,9072022Assets 2023: $95,459Net Assets 2023: $95,4592023Assets 2024: $89,817Net Assets 2024: $89,8172024Assets 2025: $66,399Net Assets 2025: $66,3992025

Highlighted filing

2018

Assets$48,967
Liabilities-
Net Assets$48,967

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $70,626Expenses 2011: $63,961Net Income 2011: $6,6652011Revenue 2012: $73,020Expenses 2012: $56,172Net Income 2012: $16,8482012Revenue 2013: $81,065Expenses 2013: $93,976Net Income 2013: -$12,9112013Revenue 2014: $70,378Expenses 2014: $92,541Net Income 2014: -$22,1632014Revenue 2015: $80,076Expenses 2015: $64,637Net Income 2015: $15,4392015Revenue 2016: $73,556Expenses 2016: $73,463Net Income 2016: $932016Revenue 2017: $82,708Expenses 2017: $60,782Net Income 2017: $21,9262017Revenue 2018: $79,439Expenses 2018: $90,595Net Income 2018: -$11,1562018Revenue 2019: $86,530Expenses 2019: $76,602Net Income 2019: $9,9282019Revenue 2020: $75,308Expenses 2020: $71,275Net Income 2020: $4,0332020Revenue 2021: $27,571Expenses 2021: $29,321Net Income 2021: -$1,7502021Revenue 2022: $75,062Expenses 2022: $42,333Net Income 2022: $32,7292022Revenue 2023: $92,363Expenses 2023: $90,811Net Income 2023: $1,5522023Revenue 2024: $89,677Expenses 2024: $95,319Net Income 2024: -$5,6422024Revenue 2025: $86,501Expenses 2025: $109,919Net Income 2025: -$23,4182025

Highlighted filing

2018

Revenue$79,439
Expenses$90,595
Net Income-$11,156
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Nov 21, 2018
Return Version
2017v2.3
Gross Receipts
$120,489
Mission and Program Overview

Mission

The purpose of the wines parent teacher organization (pto) is: 1) to promote a close relationship between home and school. 2) to encourage cooperation among parents, teachers, and school administrators in the education of the children who attend wines school. 3) to enhance the academic, cultural, and social development of wines students. 4) to provide a continuing forum on educational programs and school issues.

Program Services

DescriptionGrantsExpenses
PROVIDE COMMUNICATION, CURRICULUM SUPPORT AND ENRICHMENT ACTIVITIES FOR APPROXIMATELY 400 STUDENTS AT WINES ELEMENTARY SCHOOL. PROVIDE EQUIPMENT AND SUPPLIES AS WELL AS EMOTIONAL AND FINANCIAL SUPPORT FOR TEACHERS AT WINES ELEMENTARY SCHOOL.-$86,437
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY COLLINSPresident-$0--
JILL COULTASVice Preside-$0--
LAURIE MCCLATCHEYCo-Treasurer-$0--
SHANNON STEWARTCo-Treasurer-$0--
KERIANNE TUPACRecording Se-$0--
NICOLE BRITTISMember At-La-$0--
JENNIFER HAFTMember At-La-$0--
MOLLY BAZZANIPtoc Rep-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Country Fair$58,268$36,392$32,408$3,984
Run a Thon$28,595$28,595$4,394$24,201
Total Events$94,513$72,637$41,050$31,587
Filing and Contact Details

Filer

Filer Name
Wines Parent Teacher Organization
EIN
81-0563687
Phone
7346469454
Address
1701 NEWPORT ROAD, ANN ARBOR, MI 48103

Signing Officer

Name
Laurie Mcclatchey
Title
Co-treasurer
Phone
7346469454
Signed
2018-11-21
Discuss with paid preparer
Yes

Preparer

Firm
Elser & Briggs Pc
Address
1945 PAULINE SUITE 17, ANN ARBOR, MI 48103
Preparer
Tammy M Wakevainen CPA
Phone
7346623155
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses pto mtg child supervision 230 copying, stamps, supplies 172 dues & fees 70 office expense 540 square fees 1,431 teacher discretionary 3,867 library 3,001 art room 3,499 music room 1,050 field trip transportation 3,642 field trips 14,707 great ideas 700 extra specials 267 naapid 170 international celebration 541 science olympiad 870 enrichment 330 welcome to wines 871 end of year celebrations 594 community service 2,922 landscaping 637 playground balls 206 technology 29,564 physical education 717 disability awareness 450 curriculum support 2,500 wahoo 1,941 staff support 1,618 teacher appreciation day 856 everyday math 10,150 walk to school week 62 concert dvds 705 insurance 490 total 89,370

Form 990-ez, Part III

The purpose of the wines parent teacher organization (pto) is: 1) to promote a close relationship between home and school. 2) to encourage cooperation among parents, teachers, and school administrators in the education of the children who attend wines school. 3) to enhance the academic, cultural, and social development of wines students. 4) to provide a continuing forum on educational programs and school issues.

Form 990-ez, Part III, Line 28

Provide communication, curriculum support and enrichment activities for approximately 400 students at wines elementary school. Provide equipment and supplies as well as emotional and financial support for teachers at wines elementary school.

Raw XML Appendix196 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/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt089370
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE WINES PARENT TEACHER ORGANIZATION (PTO) IS: 1) TO PROMOTE A CLOSE RELATIONSHIP BETWEEN HOME AND SCHOOL. 2) TO ENCOURAGE COOPERATION AMONG PARENTS, TEACHERS, AND SCHOOL ADMINISTRATORS IN THE EDUCATION OF THE CHILDREN WHO ATTEND WINES SCHOOL. 3) TO ENHANCE THE ACADEMIC, CULTURAL, AND SOCIAL DEVELOPMENT OF WINES STUDENTS. 4) TO PROVIDE A CONTINUING FORUM ON EDUCATIONAL PROGRAMS AND SCHOOL ISSUES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE COMMUNICATION, CURRICULUM SUPPORT AND ENRICHMENT ACTIVITIES FOR APPROXIMATELY 400 STUDENTS AT WINES ELEMENTARY SCHOOL. PROVIDE EQUIPMENT AND SUPPLIES AS WELL AS EMOTIONAL AND FINANCIAL SUPPORT FOR TEACHERS AT WINES ELEMENTARY SCHOOL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PTO MTG CHILD SUPERVISION 230 COPYING, STAMPS, SUPPLIES 172 DUES & FEES 70 OFFICE EXPENSE 540 SQUARE FEES 1,431 TEACHER DISCRETIONARY 3,867 LIBRARY 3,001 ART ROOM 3,499 MUSIC ROOM 1,050 FIELD TRIP TRANSPORTATION 3,642 FIELD TRIPS 14,707 GREAT IDEAS 700 EXTRA SPECIALS 267 NAAPID 170 INTERNATIONAL CELEBRATION 541 SCIENCE OLYMPIAD 870 ENRICHMENT 330 WELCOME TO WINES 871 END OF YEAR CELEBRATIONS 594 COMMUNITY SERVICE 2,922 LANDSCAPING 637 PLAYGROUND BALLS 206 TECHNOLOGY 29,564 PHYSICAL EDUCATION 717 DISABILITY AWARENESS 450 CURRICULUM SUPPORT 2,500 WAHOO 1,941 STAFF SUPPORT 1,618 TEACHER APPRECIATION DAY 856 EVERYDAY MATH 10,150 WALK TO SCHOOL WEEK 62 CONCERT DVDS 705 INSURANCE 490 TOTAL 89,370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PURPOSE OF THE WINES PARENT TEACHER ORGANIZATION (PTO) IS: 1) TO PROMOTE A CLOSE RELATIONSHIP BETWEEN HOME AND SCHOOL. 2) TO ENCOURAGE COOPERATION AMONG PARENTS, TEACHERS, AND SCHOOL ADMINISTRATORS IN THE EDUCATION OF THE CHILDREN WHO ATTEND WINES SCHOOL. 3) TO ENHANCE THE ACADEMIC, CULTURAL, AND SOCIAL DEVELOPMENT OF WINES STUDENTS. 4) TO PROVIDE A CONTINUING FORUM ON EDUCATIONAL PROGRAMS AND SCHOOL ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE COMMUNICATION, CURRICULUM SUPPORT AND ENRICHMENT ACTIVITIES FOR APPROXIMATELY 400 STUDENTS AT WINES ELEMENTARY SCHOOL. PROVIDE EQUIPMENT AND SUPPLIES AS WELL AS EMOTIONAL AND FINANCIAL SUPPORT FOR TEACHERS AT WINES ELEMENTARY 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/PhoneNum07346469454
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ReturnHeader/FilingSecurityInformation/IPTm013:58:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382634236
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048103
ReturnHeader/PreparerPersonGrp/PhoneNum07346623155
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY M WAKEVAINEN CPA
ReturnHeader/ReturnTs02018-11-30T14:58:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

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.$0.66$0.66$0.87$1.10$0.23
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.90$0.95$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.92$0.91$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.75$0.42$0.33
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.28$0.29$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.75$0.71$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.87$0.77$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.79$0.91$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.83$0.61$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.74$0.73$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.80$0.65$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.70$0.93$0.22
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$0.81$0.94$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.58$0.73$0.56$0.17
2011Summary only. Only limited summary data is available for this year.$0.41$0.00$0.71$0.64$0.07