Civic Intelligence

Windermere Elementary School Parent Teacher Organization

990EZ • Fiscal year 2016 • EIN 26-0089284

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 31, 2017

Organization ProfileWWW.WINDERMEREPTO.ORG
4101 Windermere RoadUpper Arlington, OH 43220-4675

(614) 487-5060

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

40th percentile

-0.5%

Higher net margin than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$44,686

Down $375 (-0.8%) from 2015

Net Assets

Down

$44,686

Down $375 (-0.8%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Up

$74,988

Up $8,214 (+12%) from 2015

Expenses

Down

$75,363

Down $34,098 (-31%) from 2015

Net Income

Up

-$375

Up $42,312 (+99%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$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

2016

Assets$44,686
Liabilities-
Net Assets$44,686
Open 2016 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$74,988
Expenses$75,363
Net Income-$375
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 31, 2017
Return Version
2015v3.0
Gross Receipts
$104,489
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.-$74,728
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE HUGHESPresident-$0--
ANDREA GILLUMCo-President-$0--
EVERETT BRADLEYTreasurer-$0--
HEATHER PETZINGERCo-Treasurer-$0--
AMY REITZWays And Mea-$0--
JENNY GOLOWINWays And Mea-$0--
KELLEY CHINGWays And Mea-$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
Heather Petzinger
Title
Co-treasurer
Phone
6144875060
Signed
2017-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Robert Gillette CPA
Address
4170 OXFORD DR, COLUMBUS, OH 43220
Preparer
Robert G Gillette
Phone
6144597864
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Family events cost of goods sold 34,449 expenses office 335 allocations & activities 40,279 total 75,063”

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 Appendix169 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06144875060
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04104 WINDERMERE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0UPPER ARLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0432204675
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045061
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044686
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017546
IRS990EZ/CostOfGoodsSoldAmt029501
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-375
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045061
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044686
IRS990EZ/GrossProfitLossSlsOfInvntryAmt05761
IRS990EZ/GrossReceiptsAmt0104489
IRS990EZ/GrossSalesOfInventoryAmt035262
IRS990EZ/GroupExemptionNum05272
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt050
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045061
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044686
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045061
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044686
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE HUGHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREA GILLUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EVERETT BRADLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER PETZINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY REITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNY GOLOWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KELLEY CHING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4WAYS AND MEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WAYS AND MEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6WAYS AND MEA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt075063
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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/ProgramServiceRevenueAmt051631
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE TEACHERS AND STUDENTS WITH EDUCATIONAL EQUIPMENT, SUPPLIES AND ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt074728
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075363
IRS990EZ/TotalProgramServiceExpensesAmt074728
IRS990EZ/TotalRevenueAmt074988
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WINDERMEREPTO.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt098896
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt051
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt092
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt076
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0172
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0441
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039312
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0100337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt070079
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0299399
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt035262
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt036719
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt037486
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0109467
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt092
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0172
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0441
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99890
IRS990ScheduleA/PublicSupportTotal509Amt0507762
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0104439
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt097238
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0109841
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0112733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt083511
IRS990ScheduleA/Total509Grp/TotalAmt0507762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0104489
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt097289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0109933
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0112809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt083683
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0508203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY EVENTS COST OF GOODS SOLD 34,449 EXPENSES OFFICE 335 ALLOCATIONS & ACTIVITIES 40,279 TOTAL 75,063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREATE 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 III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER PETZINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06144875060
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-31
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/PhoneNum06144597864
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT G GILLETTE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-01-31T05:04:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,686
Liabilities
-
Net assets
$44,686
Revenue
$74,988
Expenses
$75,363
Net income
-$375
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$1.29$1.47$1.35$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.79$0.67$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.41$1.41$0.15$0.19$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$1.20$0.96$0.58$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.82$0.80$0.72$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.75$0.81$0.51$0.30
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.75$0.75$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.67$1.09$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.71$0.64$0.88$0.24