Civic Intelligence

Westridge Parent-Teacher Organization

990EZ • Fiscal year 2018 • EIN 87-0617778

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 02, 2019

Organization ProfileN/A
1720 W 1460 NProvo, UT 84604

(801) 374-4870

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

27th percentile

-7.6%

Higher net margin than 27% 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

30th percentile

-9.5%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$9,401

Down $990 (-9.5%) from 2017

Net Assets

Down

$9,401

Down $990 (-9.5%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Up

$13,033

Up $2,270 (+21%) from 2017

Expenses

Up

$14,024

Up $4,206 (+43%) from 2017

Net Income

Down

-$991

Down $1,936 (-205%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $16,657Liabilities 2011: $02011Assets 2012: $16,173Liabilities 2012: $02012Assets 2013: $12,406Liabilities 2013: $02013Assets 2014: $14,988Liabilities 2014: $02014Assets 2015: $9,592Net Assets 2015: $9,5922015Assets 2016: $9,446Net Assets 2016: $9,4462016Assets 2017: $10,391Net Assets 2017: $10,3912017Assets 2018: $9,401Net Assets 2018: $9,4012018Assets 2019: $9,613Net Assets 2019: $9,6132019Assets 2020: $12,752Net Assets 2020: $12,7522020Assets 2021: $10,121Net Assets 2021: $10,1212021Assets 2022: $10,237Net Assets 2022: $10,2372022

Highlighted filing

2018

Assets$9,401
Liabilities-
Net Assets$9,401
Open 2018 Filing

Operations Trend

Revenue Growth73rd percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $19,556Expenses 2011: $26,685Net Income 2011: -$7,1292011Revenue 2012: $9,813Expenses 2012: $12,307Net Income 2012: -$2,4942012Revenue 2013: $8,466Expenses 2013: $12,391Net Income 2013: -$3,9252013Revenue 2014: $13,255Expenses 2014: $10,683Net Income 2014: $2,5722014Revenue 2015: $14,023Expenses 2015: $19,419Net Income 2015: -$5,3962015Revenue 2016: $9,923Expenses 2016: $10,069Net Income 2016: -$1462016Revenue 2017: $10,763Expenses 2017: $9,818Net Income 2017: $9452017Revenue 2018: $13,033Expenses 2018: $14,024Net Income 2018: -$9912018Revenue 2019: $8,184Expenses 2019: $7,972Net Income 2019: $2122019Revenue 2020: $13,665Expenses 2020: $9,485Net Income 2020: $4,1802020Revenue 2021: $4,041Expenses 2021: $6,672Net Income 2021: -$2,6312021Revenue 2022: $3,698Expenses 2022: $3,582Net Income 2022: $1162022

Highlighted filing

2018

Revenue$13,033
Expenses$14,024
Net Income-$991
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 2, 2019
Return Version
2017v2.3
Gross Receipts
$13,292
Mission and Program Overview

Mission

The westridge parent teacher organization (pto) mission is to institute and sustain a close relationship between the parents, teachers, and students by evolving opportunities within the home, school, and community.

Program Services

DescriptionGrantsExpenses
ASSISTED TEACHERS AND STUDENTS BY PROVIDING FUNDING FOR ACTIVITIES AND SUPPLIES FOR EDUCATION.-$14,024
SCHOLARSHIPS, TEACHER APPRECIATION, YEARBOOKS, ETC.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGIE GORDONPresidentPT$0--
RACHELLE SORENSONPresident-El-$0--
MELANIE EPLINGSecretaryPT$0--
MELINDA PALMERTreasurerPT$0--
WENDY JESSOPDirectorPT$0--
JENNIFER LAMBERTDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Westridge Parent-teacher
EIN
87-0617778
Phone
8013744870
Address
1720 W 1460 N, PROVO, UT 84604

Signing Officer

Name
Angie Gordon
Title
President
Phone
8013744870
Signed
2019-07-02
Discuss with paid preparer
Yes

Preparer

Firm
Daletax
Address
1945 N 1120 W, PROVO, UT 84604-1044
Preparer
Jeffery a Dalebout
Phone
8012240897
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Carnival pto christmas card 366 maturation 228 helium tank 163 class parties 51 class winners party suppl 58 copies 195 fine arts festival 601 food drive 9 office expenses 5,634 total 7,305”

Form 990-ez, Part III

“The westridge parent teacher organization (pto) mission is to institute and sustain a close relationship between the parents, teachers, and students by evolving opportunities within the home, school, and community.”

Form 990-ez, Part III, Line 31

“Scholarships, teacher appreciation, yearbooks, etc.”

Raw XML Appendix154 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANGIE GORDON
IRS990EZ/BooksInCareOfDetail/PhoneNum08013744870
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01316 W 1200 N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PROVO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084604
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010392
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09401
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-991
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06719
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010392
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09401
IRS990EZ/FundraisingGrossIncomeAmt013289
IRS990EZ/GrossReceiptsAmt013292
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010392
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09401
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010392
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09401
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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/PersonNm0ANGIE GORDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHELLE SORENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELANIE EPLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELINDA PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WENDY JESSOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER LAMBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07305
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE WESTRIDGE PARENT TEACHER ORGANIZATION (PTO) MISSION IS TO INSTITUTE AND SUSTAIN A CLOSE RELATIONSHIP BETWEEN THE PARENTS, TEACHERS, AND STUDENTS BY EVOLVING OPPORTUNITIES WITHIN THE HOME, SCHOOL, AND COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTED TEACHERS AND STUDENTS BY PROVIDING FUNDING FOR ACTIVITIES AND SUPPLIES FOR EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS, TEACHER APPRECIATION, YEARBOOKS, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014024
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0259
IRS990EZ/SpecialEventsNetIncomeLossAmt013030
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014024
IRS990EZ/TotalProgramServiceExpensesAmt014024
IRS990EZ/TotalRevenueAmt013033
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0876000511
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTRIDGE ELEMENTARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CARNIVAL PTO CHRISTMAS CARD 366 MATURATION 228 HELIUM TANK 163 CLASS PARTIES 51 CLASS WINNERS PARTY SUPPL 58 COPIES 195 FINE ARTS FESTIVAL 601 FOOD DRIVE 9 OFFICE EXPENSES 5,634 TOTAL 7,305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE WESTRIDGE PARENT TEACHER ORGANIZATION (PTO) MISSION IS TO INSTITUTE AND SUSTAIN A CLOSE RELATIONSHIP BETWEEN THE PARENTS, TEACHERS, AND STUDENTS BY EVOLVING OPPORTUNITIES WITHIN THE HOME, SCHOOL, AND COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIPS, TEACHER APPRECIATION, YEARBOOKS, ETC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReasonableCauseExplanation/ExplanationTxt0PRIOR ADMINISTRATION DID NOT MAINTAIN BOOKS AND RECORDS ADEQUATELY OR PREPARE TAX RETURNS. WE DISCOVERED THIS UPON TAKING OFFICE AND ARE WORKING TO RECTIFY 2015, 2016, AND 2017. TAX YEAR 2018 WILL BE FILED TIMELY AS WELL.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGIE GORDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08013744870
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTRIDGE PARENT-TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0870617778
ReturnHeader/Filer/PhoneNum08013744870
ReturnHeader/Filer/USAddress/AddressLine1Txt01720 W 1460 N
ReturnHeader/Filer/USAddress/CityNm0PROVO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084604
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F2D7B01195F8A45AF54080B068D8BE0281F46C01
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F2D7B01195F8A45AF54080B068D8BE0281F46C01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0136.36.61.90
ReturnHeader/FilingSecurityInformation/IPDt02019-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:43:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870644008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DALETAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01945 N 1120 W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0846041044
ReturnHeader/PreparerPersonGrp/PhoneNum08012240897
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY A DALEBOUT
ReturnHeader/ReturnTs02019-07-10T13:43:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,401
Liabilities
-
Net assets
$9,401
Revenue
$13,033
Expenses
$14,024
Net income
-$991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$10.2$10.2$3.70$3.58$0.12
2021Detailed filing. Detailed filing data is available for this year.$10.1$10.1$4.04$6.67$2.63
2020Detailed filing. Detailed filing data is available for this year.$12.8$12.8$13.7$9.49$4.18
2019Detailed filing. Detailed filing data is available for this year.$9.61$9.61$8.18$7.97$0.21
2018Detailed filing. Detailed filing data is available for this year.$9.40$9.40$13.0$14.0$0.99
2017Detailed filing. Detailed filing data is available for this year.$10.4$10.4$10.8$9.82$0.95
2016Detailed filing. Detailed filing data is available for this year.$9.45$9.45$9.92$10.1$0.15
2015Detailed filing. Detailed filing data is available for this year.$9.59$9.59$14.0$19.4$5.40
2014Summary only. Only limited summary data is available for this year.$15.0$0.00$13.3$10.7$2.57
2013Summary only. Only limited summary data is available for this year.$12.4$0.00$8.47$12.4$3.93
2012Summary only. Only limited summary data is available for this year.$16.2$0.00$9.81$12.3$2.49
2011Summary only. Only limited summary data is available for this year.$16.7$0.00$19.6$26.7$7.13