Civic Intelligence

Windermere Elementary School Parent Teacher Organization

990EZ • Fiscal year 2024 • EIN 26-0089284

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

4101 Windermere RoadUpper Arlington, OH 43220-4675

(614) 487-5060

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$117,149

Up $25,233 (+27%) from 2022

Net Assets

Up

$117,149

Up $25,233 (+27%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$144,029

Up $64,696 (+82%) from 2022

Expenses

Up

$135,671

Up $68,502 (+102%) from 2022

Net Income

Down

$8,358

Down $3,806 (-31%) 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 2024: $117,149Net Assets 2024: $117,1492024Assets 2025: $128,772Net Assets 2025: $128,7722025

Highlighted filing

2024

Assets$117,149
Liabilities-
Net Assets$117,149

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 2024: $144,029Expenses 2024: $135,671Net Income 2024: $8,3582024Revenue 2025: $146,815Expenses 2025: $135,192Net Income 2025: $11,6232025

Highlighted filing

2024

Revenue$144,029
Expenses$135,671
Net Income$8,358
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$147,813
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.-$134,800
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE PENNERPresidentPT$0--
MAGGIE HUPPIPresident ElPT$0--
KELLY HEINIKETreasurerPT$0--
LAUREN ROBINSONSecretary-$0--
ROB CHANEYTreasurer El-$0--
MELISSA HECKWays And Mea-$0--
LAURA NATALIEWays And Mea-$0--
KELLY MCGRAWWays And Mea-$0--
MEGAN SAYRESWays 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
Rob Chaney
Title
Treasurer Elect
Phone
6144875060
Signed
2024-11-15

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 16

Kids fest kid fest 5,703 h.a.w.k. Walk / social h.a.w.k. Walk/social 14,103 expenses information technology 339 insurance 58 after school enrichment 37,740 field trips 12,000 fifth grade activities 4,065 teacher/staff apprec. 8,098 family fun night 4,638 reading/author /artist 9,585 school supplies 13,291 pr yr budget-sunshade etc 19,280 other 6,297 total 135,197

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 Appendix178 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WAYS AND MEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6WAYS AND MEA
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0135197
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/ProgramServiceRevenueAmt094314
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE TEACHERS AND STUDENTS WITH EDUCATIONAL EQUIPMENT, SUPPLIES AND ACTIVITIES TO ENRICH THE LEARNING EXPERIENCE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KIDS FEST KID FEST 5,703 H.A.W.K. WALK / SOCIAL H.A.W.K. WALK/SOCIAL 14,103 EXPENSES INFORMATION TECHNOLOGY 339 INSURANCE 58 AFTER SCHOOL ENRICHMENT 37,740 FIELD TRIPS 12,000 FIFTH GRADE ACTIVITIES 4,065 TEACHER/STAFF APPREC. 8,098 FAMILY FUN NIGHT 4,638 READING/AUTHOR /ARTIST 9,585 SCHOOL SUPPLIES 13,291 PR YR BUDGET-SUNSHADE ETC 19,280 OTHER 6,297 TOTAL 135,197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREATE 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROB CHANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum06144875060
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINDERMERE ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0260089284
ReturnHeader/Filer/PhoneNum06144875060
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ReturnHeader/Filer/USAddress/CityNm0UPPER ARLINGTON
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043220
ReturnHeader/PreparerPersonGrp/PhoneNum06144598558
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E SUMMERSCPA
ReturnHeader/ReturnTs02024-11-14T14:12:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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