Civic Intelligence

Westridge Parent-Teacher Organization

990EZ • Fiscal year 2020 • EIN 87-0617778

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 10, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

78th percentile

31%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

74th percentile

33%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

67%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$12,752

Up $3,139 (+33%) from 2019

Net Assets

Up

$12,752

Up $3,139 (+33%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$13,665

Up $5,481 (+67%) from 2019

Expenses

Up

$9,485

Up $1,513 (+19%) from 2019

Net Income

Up

$4,180

Up $3,968 (+1872%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2020

Assets$12,752
Liabilities-
Net Assets$12,752
Open 2020 Filing

Operations Trend

Revenue Growth90th 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

2020

Revenue$13,665
Expenses$9,485
Net Income$4,180
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 10, 2021
Return Version
2019v5.0
Gross Receipts
$13,665
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
SCHOLARSHIPS, TEACHER APPRECIATION, YEARBOOKS, ETC.-$8,251
ASSISTED TEACHERS AND STUDENTS BY PROVIDING FUNDING FOR ACTIVITIES AND SUPPLIES FOR EDUCATION.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHELLE SORENSONPresidenttPT$0--
JENNIFER LAMBERTPresident-El-$0--
BECKY MEYERSBoard Member-$0--
AURORA HORTINGBoard Member-$0--
WENDY JESSOPBoard Member-$0--
BECKY MEYERSSecretary-$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
Rachelle Sorenson
Title
Presidentt
Phone
8013744870
Signed
2021-02-10
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

“Expenses teacher lounge remodel 500 insurance 210 total 710”

Form 990-ez, Part I, Line 20

“Reconciliation discrepancies -1,041”

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 Appendix123 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/PersonNm0RACHELLE SORENSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08013744870
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01720 W 1460 N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PROVO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084604
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09613
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012752
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04180
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02817
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09613
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012752
IRS990EZ/GrossReceiptsAmt013665
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09613
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012752
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09613
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012752
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHELLE SORENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER LAMBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BECKY MEYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AURORA HORTING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WENDY JESSOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BECKY MEYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1041
IRS990EZ/OtherExpensesTotalAmt0710
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/PrintingPublicationsPostageAmt05958
IRS990EZ/ProgramServiceRevenueAmt013662
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTED TEACHERS AND STUDENTS BY PROVIDING FUNDING FOR ACTIVITIES AND SUPPLIES FOR EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS, TEACHER APPRECIATION, YEARBOOKS, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08251
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09485
IRS990EZ/TotalProgramServiceExpensesAmt08251
IRS990EZ/TotalRevenueAmt013665
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TEACHER LOUNGE REMODEL 500 INSURANCE 210 TOTAL 710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RECONCILIATION DISCREPANCIES -1,041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3SCHOLARSHIPS, TEACHER APPRECIATION, YEARBOOKS, ETC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHELLE SORENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENTT
ReturnHeader/BusinessOfficerGrp/PhoneNum08013744870
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-10
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/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/PreparationDt02021-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY A DALEBOUT
ReturnHeader/ReturnTs02021-03-26T20:15:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,752
Liabilities
-
Net assets
$12,752
Revenue
$13,665
Expenses
$9,485
Net income
$4,180
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