WUES PTO & Foundation Financial Dashboard

Form 990 Multi-Year Granular Line-Item & Intercompany Analysis (2016 – 2025) • Viewing: WUES PTO Inc.

Tax Year:

Upload Form 990 XMLs

Total Revenue $0

Part VIII Line 12 Total

Total Expenses $0

Part IX Line 25 Total

Net Excess / (Deficit) $0

Revenues Less Expenses

Ending Net Assets $0

Part X Line 33 Reserve

Program Efficiency Ratio 0%

Program Grants / Total Expenses

Fundraising Net Margin 0%

Net / Gross Event Revenue

Total Cash & Liquidity $0

Cash, Savings & CDs (Part X)

Board Officers & Directors 0

Part VII Voting Trustees

Multi-Year Revenue vs. Expenses Trend

Net Assets & Capital Reserves Growth

Functional Expenses Breakdown (2025)

Balance Sheet Asset Structure (2025)

Potential Intercompany & Common Transactions (2025)

Cross-examination of shared fundraising, co-funded capital grants, matching grants payable/receivable, and common governance between PTO and Foundation.

Transaction / Common Focus Area	WUES PTO Inc. Amount / Role	WUES Foundation Inc. Amount / Role	Match Status / Relationship	Form 990 Source Reference

Key Contacts & Board Leadership (2025 - Form 990 Part VII)

Key officers, directors, trustees, and key employees listed in the Form 990 filing for the selected tax year.

Contact Name	Position / Title	Role Type	Avg. Hours / Week	Reportable Compensation

Granular Financial Line-Item Inspector (2025)

Full itemized breakdown of Part VIII Revenue, Part IX Expenses, Part X Balance Sheet, and Schedule I Grants.

Part VIII Revenue Line Items

Revenue Source	Amount ($)	% Total

Part IX Itemized Expenses

Expense Line Item	Amount ($)	Category

Part X Balance Sheet Details

Asset / Liability Line Item	Amount ($)	Type

Grant Recipients & Governance Disclosures (Sch I & Sch O)

Multi-Year Master Historical Performance

Tax Year	Total Revenue	Total Expenses	Net Excess	Direct Grants to School	Gross Fundraising	Net Assets (EOY)