Civic Intelligence

Waggoner Elementary School PTO Inc.

990EZ • Fiscal year 2023 • EIN 86-0485521

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 24, 2023

1050 E Carver RdTempe, AZ 85284

(000) 000-0000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

78th percentile

25%

Higher net margin than 78% 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

81st percentile

35%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

35th percentile

-8.4%

Faster revenue growth than 35% of similar nonprofits.

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

Assets

Up

$45,221

Up $11,753 (+35%) from 2022

Net Assets

Up

$45,221

Up $11,753 (+35%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$46,403

Down $4,280 (-8.4%) from 2022

Expenses

Down

$34,650

Down $7,626 (-18%) from 2022

Net Income

Up

$11,753

Up $3,346 (+40%) from 2022

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $52,634Liabilities 2012: $02012Assets 2013: $50,956Liabilities 2013: $02013Assets 2014: $53,569Liabilities 2014: $02014Assets 2015: $70,954Liabilities 2015: $02015Assets 2016: $63,851Liabilities 2016: $02016Assets 2017: $60,354Liabilities 2017: $02017Assets 2018: $60,318Liabilities 2018: $02018Assets 2019: $41,554Liabilities 2019: $02019Assets 2020: $40,747Liabilities 2020: $02020Assets 2021: $25,061Liabilities 2021: $02021Assets 2022: $33,468Liabilities 2022: $0Net Assets 2022: $33,4682022Assets 2023: $45,221Liabilities 2023: $0Net Assets 2023: $45,2212023Assets 2024: $42,725Liabilities 2024: $0Net Assets 2024: $42,7252024Assets 2025: $46,977Liabilities 2025: $0Net Assets 2025: $46,9772025

Highlighted filing

2023

Assets$45,221
Liabilities$0
Net Assets$45,221

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $37,081Expenses 2012: $40,856Net Income 2012: -$3,7752012Revenue 2013: $39,654Expenses 2013: $41,876Net Income 2013: -$2,2222013Revenue 2014: $44,626Expenses 2014: $42,029Net Income 2014: $2,5972014Revenue 2015: $62,055Expenses 2015: $44,670Net Income 2015: $17,3852015Revenue 2016: $38,465Expenses 2016: $45,568Net Income 2016: -$7,1032016Revenue 2017: $38,291Expenses 2017: $41,788Net Income 2017: -$3,4972017Revenue 2018: $33,098Expenses 2018: $33,483Net Income 2018: -$3852018Revenue 2019: $33,135Expenses 2019: $51,924Net Income 2019: -$18,7892019Revenue 2020: $36,036Expenses 2020: $36,843Net Income 2020: -$8072020Revenue 2021: $33,437Expenses 2021: $49,123Net Income 2021: -$15,6862021Revenue 2022: $50,683Expenses 2022: $42,276Net Income 2022: $8,4072022Revenue 2023: $46,403Expenses 2023: $34,650Net Income 2023: $11,7532023Revenue 2024: $38,067Expenses 2024: $40,563Net Income 2024: -$2,4962024Revenue 2025: $51,037Expenses 2025: $46,785Net Income 2025: $4,2522025

Highlighted filing

2023

Revenue$46,403
Expenses$34,650
Net Income$11,753
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 24, 2023
Return Version
2022v5.0
Gross Receipts
$66,821
Mission and Program Overview

Mission

Parent Teacher Organization for Elementary School

Parent Teacher Organization

Program Services

DescriptionGrantsExpenses
School Support - Fund classroom instructional supplies and materials supplement health office and library-$20,016
Staff Support - Fund professional development workplace andor travel expense to teaching staff and classrooms-$12,057
Community Support - Fund community building events and social activities to foster the parent student and school relationship-$795
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon WinerPresidentPT$0--
Meghann PowellCo-PresidentPT$0--
Stacey ClarkenVice PresidentPT$0--
Kim ReitzTreasurerPT$0--
Heather NakagawaSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Waggoner Elementary School Pto Inc
EIN
86-0485521
Phone
0000000000
Address
1050 E CARVER RD, TEMPE, AZ 85284

Signing Officer

Name
Kim Reitz
Title
Treasurer
Phone
0000000000
Signed
2023-10-24
Supplemental Narrative

Additional Explanations

Schedule O:

Grants and similar amounts paid - Line 10 - - Staff Support - funds professional development, workplace and/or travel expense to teaching staff and classrooms - $12,057 - School Support - funds classroom instructional supplies and materials, supplements health office and library expenses - $20,016 - Community Support - funds community building events and social activities to foster the parent, student and school relationship - $795 Other expenses - Line 16 - Administrative costs; primarily business insurance and costs of PTO administrative supplies (i.e. postage, printer ink, etc.)

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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/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grants and similar amounts paid - Line 10 - - Staff Support - funds professional development, workplace and/or travel expense to teaching staff and classrooms - $12,057 - School Support - funds classroom instructional supplies and materials, supplements health office and library expenses - $20,016 - Community Support - funds community building events and social activities to foster the parent, student and school relationship - $795 Other expenses - Line 16 - Administrative costs; primarily business insurance and costs of PTO administrative supplies (i.e. postage, printer ink, etc.)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kim Reitz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAGGONER ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0WAGG
ReturnHeader/Filer/EIN0860485521
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 E CARVER RD
ReturnHeader/Filer/USAddress/CityNm0TEMPE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085284
ReturnHeader/ReturnTs02023-10-24T18:30:06Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kim
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Reitz
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.$47.0$0.00$47.0$51.0$46.8$4.25
2024Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$38.1$40.6$2.50
2023Detailed filing. Detailed filing data is available for this year.$45.2$0.00$45.2$46.4$34.7$11.8
2022Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$50.7$42.3$8.41
2021Summary only. Only limited summary data is available for this year.$25.1$0.00$33.4$49.1$15.7
2020Summary only. Only limited summary data is available for this year.$40.7$0.00$36.0$36.8$0.81
2019Summary only. Only limited summary data is available for this year.$41.6$0.00$33.1$51.9$18.8
2018Summary only. Only limited summary data is available for this year.$60.3$0.00$33.1$33.5$0.39
2017Summary only. Only limited summary data is available for this year.$60.4$0.00$38.3$41.8$3.50
2016Summary only. Only limited summary data is available for this year.$63.9$0.00$38.5$45.6$7.10
2015Summary only. Only limited summary data is available for this year.$71.0$0.00$62.1$44.7$17.4
2014Summary only. Only limited summary data is available for this year.$53.6$0.00$44.6$42.0$2.60
2013Summary only. Only limited summary data is available for this year.$51.0$0.00$39.7$41.9$2.22
2012Summary only. Only limited summary data is available for this year.$52.6$0.00$37.1$40.9$3.78