Civic Intelligence

Windermere Elementary School Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 26-0089284

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 08, 2024

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

(614) 487-5060

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$108,792

Up $16,876 (+18%) from 2022

Net Assets

Up

$108,792

Up $16,876 (+18%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$100,402

Up $21,069 (+27%) from 2022

Expenses

Up

$83,526

Up $16,357 (+24%) from 2022

Net Income

Up

$16,876

Up $4,712 (+39%) from 2022

Historical Trend

Balance Sheet Trend

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 2023: $108,792Net Assets 2023: $108,7922023Assets 2025: $128,772Net Assets 2025: $128,7722025

Highlighted filing

2023

Assets$108,792
Liabilities-
Net Assets$108,792
Open 2023 Filing

Operations Trend

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 2023: $100,402Expenses 2023: $83,526Net Income 2023: $16,8762023Revenue 2025: $146,815Expenses 2025: $135,192Net Income 2025: $11,6232025

Highlighted filing

2023

Revenue$100,402
Expenses$83,526
Net Income$16,876
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 8, 2024
Return Version
2022v5.0
Gross Receipts
$122,839
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.

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

Program Services

DescriptionGrantsExpenses
PROVIDE TEACHERS AND STUDENTS WITH EDUCATIONAL EQUIPMENT, SUPPLIES AND ACTIVITIES TO ENRICH THE LEARNING EXPERIENCE.-$82,410
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH HENDERSONCo-President-$0--
EMILY ADAMSCo-President-$0--
KELLY HEINIKETreasurer-$0--
STEPHANIE PENNERSecretary-$0--
LAUREN ROBINSONWays And Mea-$0--
MAGGIE HUPPIWays And Mea-$0--
DEBBIE ANGELOSWays And Mea-$0--
LAURA NATALIEWays 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
Kelly Heinike
Title
Treasurer
Phone
6144875060
Signed
2024-02-08

Preparer

Firm
CPA Advantage
Address
3242 HENDERSON ROAD-SUITE B, COLUMBUS, OH 43220
Preparer
Robert E Summerscpa
Phone
6144598558
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Loyalty programs 7,081 total 7,081”

Form 990-ez, Part I, Line 16

“Expenses office 154 information technology 299 82,410 total 82,863”

Form 990-ez, Part III

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

Raw XML Appendix180 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/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH HENDERSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY HEINIKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE PENNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAUREN ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MAGGIE HUPPI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEBBIE ANGELOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LAURA NATALIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4WAYS AND MEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WAYS AND MEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6WAYS AND MEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7WAYS AND MEA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt082863
IRS990EZ/OtherRevenueTotalAmt07081
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CREATE AN ENVIRONMENT THAT FOSTERS EDUCATIONAL EXCELLENCE AND PROMOTES A SENSE OF COMMUNITY AMONG STUDENTS, THE STAFF, THE TEACHERS, THE STUDENT'S FAMILIES AND THE SURROUNDING NEIGHBORHOODS.
IRS990EZ/ProgramServiceRevenueAmt070557
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE TEACHERS AND STUDENTS WITH EDUCATIONAL EQUIPMENT, SUPPLIES AND ACTIVITIES TO ENRICH THE LEARNING EXPERIENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt082410
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt03273
IRS990EZ/SpecialEventsNetIncomeLossAmt010796
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083526
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IRS990EZ/TotalRevenueAmt0100402
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WINDERMEREPTO.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04864
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02754
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015192
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033148
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt074017
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LOYALTY PROGRAMS 7,081 TOTAL 7,081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 154 INFORMATION TECHNOLOGY 299 82,410 TOTAL 82,863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREATE AN ENVIRONMENT THAT FOSTERS EDUCATIONAL EXCELLENCE AND PROMOTES A SENSE OF COMMUNITY AMONG STUDENTS, THE STAFF, THE TEACHERS, THE STUDENT'S FAMILIES AND THE SURROUNDING NEIGHBORHOODS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY HEINIKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06144875060
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-08
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311434300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPA ADVANTAGE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043220
ReturnHeader/PreparerPersonGrp/PhoneNum06144598558
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E SUMMERSCPA
ReturnHeader/ReturnTs02024-02-13T17:49:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEINIKE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,792
Liabilities
-
Net assets
$108,792
Revenue
$100,402
Expenses
$83,526
Net income
$16,876
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
2023Detailed filing. Detailed filing data is available for this year.$1.09$1.09$1.00$0.84$0.17
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