Civic Intelligence

High Tech Elementary PTA

990EZ • Fiscal year 2024 • EIN 90-1069610

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

Organization ProfileWILLOWELEMENTARYPTA.COM
8499 E Stoll PlDenver, CO 80238

(303) 730-3311

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$87,243

Down $30,663 (-26%) from 2023

Net Assets

Down

$87,243

Down $30,663 (-26%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$58,022

Down $611 (-1.0%) from 2023

Expenses

Down

$88,309

Down $5,364 (-5.7%) from 2023

Net Income

Up

-$30,287

Up $4,753 (+14%) from 2023

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2015: $24,811Liabilities 2015: $0Net Assets 2015: $24,8112015Assets 2016: $40,667Liabilities 2016: $0Net Assets 2016: $40,6672016Assets 2017: $58,686Liabilities 2017: $0Net Assets 2017: $58,6862017Assets 2018: $102,852Liabilities 2018: $0Net Assets 2018: $102,8522018Assets 2019: $114,412Liabilities 2019: $0Net Assets 2019: $114,4122019Assets 2020: $98,970Liabilities 2020: $0Net Assets 2020: $98,9702020Assets 2021: $114,451Liabilities 2021: $0Net Assets 2021: $114,4512021Assets 2022: $152,946Net Assets 2022: $152,9462022Assets 2023: $117,906Net Assets 2023: $117,9062023Assets 2024: $87,243Net Assets 2024: $87,2432024Assets 2025: $93,639Net Assets 2025: $93,6392025

Highlighted filing

2024

Assets$87,243
Liabilities-
Net Assets$87,243
Open 2024 Filing

Operations Trend

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

$200K$100K$0-$100KRevenue 2015: $104,368Expenses 2015: $79,557Net Income 2015: $24,8112015Revenue 2016: $123,741Expenses 2016: $104,955Net Income 2016: $18,7862016Revenue 2017: $165,511Expenses 2017: $147,492Net Income 2017: $18,0192017Revenue 2018: $189,235Expenses 2018: $145,069Net Income 2018: $44,1662018Revenue 2019: $167,669Expenses 2019: $161,400Net Income 2019: $6,2692019Revenue 2020: $102,139Expenses 2020: $117,581Net Income 2020: -$15,4422020Revenue 2021: $74,398Expenses 2021: $58,917Net Income 2021: $15,4812021Revenue 2022: $109,840Expenses 2022: $71,306Net Income 2022: $38,5342022Revenue 2023: $58,633Expenses 2023: $93,673Net Income 2023: -$35,0402023Revenue 2024: $58,022Expenses 2024: $88,309Net Income 2024: -$30,2872024Revenue 2025: $100,905Expenses 2025: $93,784Net Income 2025: $7,1212025

Highlighted filing

2024

Revenue$58,022
Expenses$88,309
Net Income-$30,287
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$81,840
Mission and Program Overview

Mission

Pta in order to facilitate teachers and students.

Pta in order to facilitate teachers and students

Program Services

DescriptionGrantsExpenses
PTA FOR SCHOOL-$78,574
FUNDRAISING FOR PTA--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARI LOHAUSPresident-$0--
RACHEL GREENVice Pres-$0--
JAMIE NELSONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Obstacle Course$62,435$62,435$23,818$38,617
Total Events$62,435$62,435$23,818$38,617
Filing and Contact Details

Filer

Filer Name
Willow Elementary Pta
EIN
90-1069610
Phone
3037303311
Address
8499 E STOLL PL, DENVER, CO 80238

Signing Officer

Name
Kari Lohaus
Title
President
Signed
2024-11-15

Preparer

Firm
Padgett Business Services
Address
5797 S RAPP ST, LITTLETON, CO 80120
Preparer
Karen Lee-toy
Phone
3037303311
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other revenue 3,829 total 3,829”

Form 990-ez, Part I, Line 16

“Expenses community fees 10,857 credit card transaction fees 155 food and beverages 469 grant funds 2,500 insurance 325 misccellaneous 991 software licenses 1,158 supplies 4,957 supplies and materials 22,237 teacher appreciation 6,238 wes grant funds 36,742 total 86,629”

Form 990-ez, Part I, Line 20

“PPA -376”

Raw XML Appendix147 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/BusinessName/BusinessNameLine1Txt0WILLOW ELEMENTARY PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum03037303311
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05797 S RAPP ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LITTLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080120
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0117906
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087243
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014497
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-30287
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01680
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0117906
IRS990EZ/Form990TotalAssetsGrp/EOYAmt087243
IRS990EZ/FundraisingGrossIncomeAmt062435
IRS990EZ/GrossReceiptsAmt081840
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0117906
IRS990EZ/NetAssetsOrFundBalancesEOYAmt087243
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0117906
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt087243
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARI LOHAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHEL GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMIE NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-376
IRS990EZ/OtherExpensesTotalAmt086629
IRS990EZ/OtherRevenueTotalAmt03829
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA IN ORDER TO FACILITATE TEACHERS AND STUDENTS
IRS990EZ/ProgramServiceRevenueAmt01079
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTA FOR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDRAISING FOR PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt078574
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023818
IRS990EZ/SpecialEventsNetIncomeLossAmt038617
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088309
IRS990EZ/TotalProgramServiceExpensesAmt078574
IRS990EZ/TotalRevenueAmt058022
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WILLOWELEMENTARYPTA.COM/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014497
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018229
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt041074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt074398
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0102139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0250337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04908
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040404
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068766
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0114078
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt062435
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt062435
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0426850
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081840
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0109840
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt074398
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0102139
IRS990ScheduleA/Total509Grp/TotalAmt0426850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081840
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0109840
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt074398
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0102139
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0426850
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023818
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OBSTACLE COURSE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt062435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt062435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062435
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038617
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023818
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 3,829 TOTAL 3,829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES COMMUNITY FEES 10,857 CREDIT CARD TRANSACTION FEES 155 FOOD AND BEVERAGES 469 GRANT FUNDS 2,500 INSURANCE 325 MISCCELLANEOUS 991 SOFTWARE LICENSES 1,158 SUPPLIES 4,957 SUPPLIES AND MATERIALS 22,237 TEACHER APPRECIATION 6,238 WES GRANT FUNDS 36,742 TOTAL 86,629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PPA -376
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KARI LOHAUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLOW ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0901069610
ReturnHeader/Filer/PhoneNum03037303311
ReturnHeader/Filer/USAddress/AddressLine1Txt08499 E STOLL PL
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080238
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841519978
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PADGETT BUSINESS SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05797 S RAPP ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LITTLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080120
ReturnHeader/PreparerPersonGrp/PhoneNum03037303311
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN LEE-TOY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-19T23:07:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,243
Liabilities
-
Net assets
$87,243
Revenue
$58,022
Expenses
$88,309
Net income
-$30,287
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.94$0.94$1.01$0.94$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.58$0.88$0.30
2023Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.59$0.94$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.53$1.53$1.10$0.71$0.39
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.74$0.59$0.15
2020Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$1.02$1.18$0.15
2019Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$1.68$1.61$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.89$1.45$0.44
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.66$1.47$0.18
2016Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$1.24$1.05$0.19
2015Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$1.04$0.80$0.25