Civic Intelligence

Windermere Elementary School Parent Teacher Organization

990EZ • Fiscal year 2017 • EIN 26-0089284

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 01, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

87th percentile

67%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

7.5%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$74,722

Up $30,036 (+67%) from 2016

Net Assets

Up

$74,722

Up $30,036 (+67%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Up

$80,588

Up $5,600 (+7.5%) from 2016

Expenses

Down

$50,552

Down $24,811 (-33%) from 2016

Net Income

Up

$30,036

Up $30,411 (+8110%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2017

Assets$74,722
Liabilities-
Net Assets$74,722
Open 2017 Filing

Operations Trend

Revenue Growth59th 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

2017

Revenue$80,588
Expenses$50,552
Net Income$30,036
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 1, 2018
Return Version
2016v3.1
Gross Receipts
$111,447
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.-$50,252
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDRA GILLUMPresident-$0--
MONICA MOYERPresident El-$0--
HEATHER PETZINGERTreasurer-$0--
CARA ASCHLIMANTreasurer El-$0--
MICHELLE HUGHESSecretary-$0--
KELLEY CHINGWays And Mea-$0--
KRISSY MALATESTAWays And Mea-$0--
STORI REXWays 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
Treasurer
Phone
6144875060
Signed
2018-02-01
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 32,954 expenses allocations & activities 16,260 hawk walk 1,038 total 50,252”

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 Appendix176 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/USAddress/AddressLine1Txt04104 WINDERMERE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0UPPER ARLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0432204675
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044686
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074722
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IRS990EZ/ContributionsGiftsGrantsEtcAmt014751
IRS990EZ/CostOfGoodsSoldAmt030859
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt030036
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt03995
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IRS990EZ/GrossSalesOfInventoryAmt034854
IRS990EZ/GroupExemptionNum05272
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044686
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074722
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDRA GILLUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MONICA MOYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER PETZINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARA ASCHLIMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE HUGHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KELLEY CHING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRISSY MALATESTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STORI REX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WAYS AND MEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6WAYS AND MEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7WAYS AND MEA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050252
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/ProgramServiceRevenueAmt061769
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE TEACHERS AND STUDENTS WITH EDUCATIONAL EQUIPMENT, SUPPLIES AND ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050252
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050552
IRS990EZ/TotalProgramServiceExpensesAmt050252
IRS990EZ/TotalRevenueAmt080588
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WINDERMEREPTO.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0100215
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt073
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt051
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt092
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt076
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt061769
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt039312
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt038040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0100337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0291089
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt034854
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt035262
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt036719
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt037486
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0144321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt051
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0342
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal509Amt0535625
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0111374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0104439
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097238
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0109841
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0112733
IRS990ScheduleA/Total509Grp/TotalAmt0535625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0111447
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0104489
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt097289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0109933
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0112809
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0535967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY EVENTS COST OF GOODS SOLD 32,954 EXPENSES ALLOCATIONS & ACTIVITIES 16,260 HAWK WALK 1,038 TOTAL 50,252
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER PETZINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06144875060
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-01
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/FilingSecurityInformation/AtSubmissionCreationDeviceId04CE29261080FECF4EE08AD5862FCB88115487BA6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04CE29261080FECF4EE08AD5862FCB88115487BA6
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/PreparationDt02018-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT G GILLETTE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-01T15:06:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,722
Liabilities
-
Net assets
$74,722
Revenue
$80,588
Expenses
$50,552
Net income
$30,036
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
2017Detailed filing. Detailed filing data is available for this year.$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