Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Windermere Elementary School Parent Teacher Organization
990EZ • Fiscal year 2025 • EIN 26-0089284
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
59th percentile
Higher net margin than 59% of similar nonprofits.
Top Officer Pay
82nd percentile
Higher top officer pay than 82% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
63rd percentile
Faster asset growth than 63% of similar nonprofits.
Revenue Growth
50th percentile
Faster revenue growth than 50% of similar nonprofits.
Balance Sheet
Assets
Up$128,772
Up $36,856 (+40%) from 2022
Net Assets
Up$128,772
Up $36,856 (+40%) from 2022
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
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
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Nov 11, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $150,095
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
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE TEACHERS AND STUDENTS WITH EDUCATIONAL EQUIPMENT, SUPPLIES AND ACTIVITIES TO ENRICH THE LEARNING EXPERIENCE. | - | $134,160 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JILL GROSS | President | - | $0 | - | - |
| MEGAN SAYRES | President El | - | $0 | - | - |
| CHARLOTTE GLAWE | Treasurer | - | $0 | - | - |
| ELLEN MEEHAN | Secretary | - | $0 | - | - |
| CASEY RUSSO | Treasurer El | - | $0 | - | - |
| MELISSA HECK | Ways And Mea | - | $0 | - | - |
| BECKY SCHMIDT | Ways And Mea | - | $0 | - | - |
| KELLY MCGRAW | Ways And Mea | - | $0 | - | - |
| GWEN NORDMAN | Staff Repres | - | $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
- Charlotte Glawe
- Title
- Treasurer
- Phone
- 6144875060
- Signed
- 2025-11-11
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 6,610 h.a.w.k. Walk / social h.a.w.k. Walk/social 11,639 expenses office 108 information technology 299 insurance 51 after school enrichment 45,141 field trips 13,400 fifth grade activities 6,065 teacher/staff apprec. 8,240 family fun night 4,810 reading/author /artist 3,120 school supplies 19,091 class party fund 4,889 other 11,155 attorney gen filing fee 100 total 134,718”
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 Appendix175 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | KELLY HEINEIKE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6144875060 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4104 WINDERMERE ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | UPPER ARLINGTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 43220 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 117149 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 128772 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 26024 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 1750 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 11623 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 474 |
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| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 128772 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 11822 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 198 |
| IRS990EZ/GrossReceiptsAmt | 0 | 150095 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 1948 |
| IRS990EZ/GroupExemptionNum | 0 | 5272 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 000.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JILL GROSS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MEGAN SAYRES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | CHARLOTTE GLAWE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ELLEN MEEHAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CASEY RUSSO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MELISSA HECK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | BECKY SCHMIDT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | KELLY MCGRAW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | GWEN NORDMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | WAYS AND MEA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | WAYS AND MEA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | WAYS AND MEA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | STAFF REPRES |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 134718 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 110301 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE TEACHERS AND STUDENTS WITH EDUCATIONAL EQUIPMENT, SUPPLIES AND ACTIVITIES TO ENRICH THE LEARNING EXPERIENCE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 134160 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 1530 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 10292 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 135192 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 134160 |
| IRS990EZ/TotalRevenueAmt | 0 | 146815 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WINDERMEREPTO.ORG |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 26024 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 38329 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6712 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4864 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3626 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 79555 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 8 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 49 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 57 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 122123 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 106449 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 91707 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 61690 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 4173 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 386142 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt | 0 | 1948 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt | 0 | 3035 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt | 0 | 24420 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt | 0 | 23016 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt | 0 | 7602 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 60021 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 8 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 49 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 57 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99990 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99880 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 525718 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 150095 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 147813 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 122839 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 89570 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 15401 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 525718 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 150095 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 147813 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 122839 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 89578 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 15450 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 525775 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | KIDS FEST KID FEST 6,610 H.A.W.K. WALK / SOCIAL H.A.W.K. WALK/SOCIAL 11,639 EXPENSES OFFICE 108 INFORMATION TECHNOLOGY 299 INSURANCE 51 AFTER SCHOOL ENRICHMENT 45,141 FIELD TRIPS 13,400 FIFTH GRADE ACTIVITIES 6,065 TEACHER/STAFF APPREC. 8,240 FAMILY FUN NIGHT 4,810 READING/AUTHOR /ARTIST 3,120 SCHOOL SUPPLIES 19,091 CLASS PARTY FUND 4,889 OTHER 11,155 ATTORNEY GEN FILING FEE 100 TOTAL 134,718 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CHARLOTTE GLAWE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6144875060 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WINDERMERE ELEMENTARY SCHOOL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | PARENT TEACHER ORGANIZATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WIND |
| ReturnHeader/Filer/EIN | 0 | 260089284 |
| ReturnHeader/Filer/PhoneNum | 0 | 6144875060 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4101 WINDERMERE ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | UPPER ARLINGTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 432204675 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 311434300 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CPA ADVANTAGE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3242 HENDERSON ROAD-SUITE B |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | COLUMBUS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 43220 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6144598558 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBERT E SUMMERSCPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-14T08:49:35-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $128,772
- Liabilities
- -
- Net assets
- $128,772
- Revenue
- $146,815
- Expenses
- $135,192
- Net income
- $11,623