Civic Intelligence

Windermere Elementary School

EIN 26-0089284 • 501(c)3 • Upper Arlington, OH

Profile

Create an environment that fosters educational excellence an promotes a sense of community among students, the staff and teachers, the students' families and the surrounding neighborhoods.

4101 Windermere RoadUpper Arlington, OH 43220-4675

www.windermerepto.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

61st percentile

7.9%

Higher net margin than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Assets

Up

$128,772

Up $36,856 (+40%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$128,772

Up $36,856 (+40%) from 2022

Revenue

Up

$146,815

Up $67,482 (+85%) from 2022

Expenses

Up

$135,192

Up $68,023 (+101%) from 2022

Net Income

Down

$11,623

Down $541 (-4.4%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $71,057Net Assets 2012: $71,0572012Assets 2015: $45,061Net Assets 2015: $45,0612015Assets 2016: $44,686Net Assets 2016: $44,6862016Assets 2017: $74,722Net Assets 2017: $74,7222017Assets 2018: $82,381Net Assets 2018: $82,3812018Assets 2019: $119,644Net Assets 2019: $119,6442019Assets 2020: $141,310Net Assets 2020: $141,3102020Assets 2022: $91,916Net Assets 2022: $91,9162022Assets 2025: $128,772Net Assets 2025: $128,7722025

Highlighted filing

2025

Assets$128,772
Liabilities-
Net Assets$128,772

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $63,782Expenses 2012: $87,874Net Income 2012: -$24,0922012Revenue 2015: $66,774Expenses 2015: $109,461Net Income 2015: -$42,6872015Revenue 2016: $74,988Expenses 2016: $75,363Net Income 2016: -$3752016Revenue 2017: $80,588Expenses 2017: $50,552Net Income 2017: $30,0362017Revenue 2018: $79,914Expenses 2018: $72,255Net Income 2018: $7,6592018Revenue 2019: $95,560Expenses 2019: $58,297Net Income 2019: $37,2632019Revenue 2020: $15,268Expenses 2020: $19,487Net Income 2020: -$4,2192020Revenue 2022: $79,333Expenses 2022: $67,169Net Income 2022: $12,1642022Revenue 2025: $146,815Expenses 2025: $135,192Net Income 2025: $11,6232025

Highlighted filing

2025

Revenue$146,815
Expenses$135,192
Net Income$11,623

Filings

Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 1, 2023
Return Version
2021v4.0
Gross Receipts
$89,578
Mission and Program Overview

Mission

Create an environment that fosters educational excellence an promotes a sense of community among students, the staff and teachers, the students' families and the surrounding neighborhoods.

Program Services

DescriptionGrantsExpenses
PROVIDE TEACHERS AND STUDENTS WITH EDUCATIONAL EQUIPMENT, SUPPLIES AND ACTIVITIES.-$66,836
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEN MASCHOCo-President-$0--
STEPHANIE TOZBIKIANCo-President-$0--
TRISTAN BELLCo-Treasurer-$0--
LAUREN ROBISONCo-Treasurer-$0--
SARAH HENDERSONSecretary-$0--
DEBBIE ANGELOSWays And Mea-$0--
JENNIFER LAUERWays And Mea-$0--
EMILY ADAMSWays And Mea-$0--
KELLY HEINEIKETreasurer El-$0--
Filing and Contact Details

Filer

Filer Name
Windermere Elementary School
EIN
26-0089284
Phone
6144875060
Address
4101 WINDERMERE ROAD, UPPER ARLINGTON, OH 43220-4675

Signing Officer

Name
Kelly Heineike
Title
Treasurer Elect
Phone
6144875060
Signed
2023-05-01

Preparer

Firm
Robert Gillette CPA
Address
4170 OXFORD DR, COLUMBUS, OH 43220
Preparer
Robert G Gillette
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Student and family events cost of goods sold 5,369 after school activities cost of goods sold 22,665 expenses office 281 insurance 52 allocations & activities 38,802 total 67,169

Form 990-ez, Part I, Line 20

6.30.2021 bakn balances understated 3,769

Form 990-ez, Part III

Create an environment that fosters educational excellence an promotes a sense of community among students, the staff and teachers, the students' families and the surrounding neighborhoods.

Raw XML Appendix181 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0UPPER ARLINGTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIFER LAUER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KELLY HEINEIKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6WAYS AND MEA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER EL
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt03769
IRS990EZ/OtherExpensesTotalAmt067169
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0CREATE AN ENVIRONMENT THAT FOSTERS EDUCATIONAL EXCELLENCE AN PROMOTES A SENSE OF COMMUNITY AMONG STUDENTS, THE STAFF AND TEACHERS, THE STUDENTS' FAMILIES AND THE SURROUNDING NEIGHBORHOODS.
IRS990EZ/ProgramServiceRevenueAmt061690
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT AND FAMILY EVENTS COST OF GOODS SOLD 5,369 AFTER SCHOOL ACTIVITIES COST OF GOODS SOLD 22,665 EXPENSES OFFICE 281 INSURANCE 52 ALLOCATIONS & ACTIVITIES 38,802 TOTAL 67,169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16.30.2021 BAKN BALANCES UNDERSTATED 3,769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREATE AN ENVIRONMENT THAT FOSTERS EDUCATIONAL EXCELLENCE AN PROMOTES A SENSE OF COMMUNITY AMONG STUDENTS, THE STAFF AND TEACHERS, THE STUDENTS' FAMILIES AND THE SURROUNDING NEIGHBORHOODS.
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
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY HEINEIKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum06144875060
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINDERMERE ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0260089284
ReturnHeader/Filer/PhoneNum06144875060
ReturnHeader/Filer/USAddress/AddressLine1Txt04101 WINDERMERE ROAD
ReturnHeader/Filer/USAddress/CityNm0UPPER ARLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0432204675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT GILLETTE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04170 OXFORD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043220
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT G GILLETTE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-03T15:03:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEINEIKE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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