Civic Intelligence

Lake Whitney Elementary School

EIN 26-4775758 • 501(c)3 • Winter Garden, FL

Profile

Public elementary school p.t.o. That supports the students and teachers of lake whitney elementary school.

1351 Windermere RoadWinter Garden, FL 34787

lakewhitney.webptn.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

61st percentile

8.4%

Higher net margin than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

16th percentile

-57%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$60,596

Down $31,828 (-34%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$60,596

Down $31,828 (-34%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$144,441

Up $72,685 (+101%) from 2015

Expenses

Up

$137,264

Up $80,205 (+141%) from 2015

Net Income

Down

$7,177

Down $7,520 (-51%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $31,374Liabilities 2011: $0Net Assets 2011: $31,3742011Assets 2013: $54,521Net Assets 2013: $54,5212013Assets 2014: $77,727Net Assets 2014: $77,7272014Assets 2015: $92,424Net Assets 2015: $92,4242015Assets 2023: $60,596Net Assets 2023: $60,5962023

Highlighted filing

2023

Assets$60,596
Liabilities-
Net Assets$60,596
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Expenses 2011: $104,2982011Revenue 2013: $73,055Expenses 2013: $72,504Net Income 2013: $5512013Revenue 2014: $69,344Expenses 2014: $46,138Net Income 2014: $23,2062014Revenue 2015: $71,756Expenses 2015: $57,059Net Income 2015: $14,6972015Revenue 2023: $144,441Expenses 2023: $137,264Net Income 2023: $7,1772023

Highlighted filing

2023

Revenue$144,441
Expenses$137,264
Net Income$7,177
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$60,596
Liabilities
-
Net assets
$60,596
Revenue
$144,441
Expenses
$137,264
Net income
$7,177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.61$0.61$1.44$1.37$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.72$0.57$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.69$0.46$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.55$0.73$0.73$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$148,783
Mission and Program Overview

Mission

Public elementary school P.T.O. that supports the students and teachers of lake whitney elementary school.

Program Services

DescriptionGrantsExpenses
various family/student events to support an environment of community, raise school funds and promote learning.-$15,082
Purchase of holiday Shop gift options for students to creatively and independently shop for friends and family members in a safe environment while learning budgeting and practicing their math skills(income related to these expenses reported separately)-$12,011
Provided gift certificates to the teachers of lake Whitney elementary allowing teachers to purchase needed classroom materials to enhance the education experience of their students.-$3,254
Accelerated reader program to excite and encourage students to read.-$3,132
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rose CarterVice President-$0--
Valerie ParrishSecretary-$0--
Colleen CzacharowskiPresident-$0--
Tatiana PodelTreasurer-$0--
Jennifer GerryPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lake Whitney Elementary School PTO Inc
EIN
26-4775758
Phone
4078778888
Address
1351 Windermere Road, Winter Garden, FL 34787

Signing Officer

Name
Jennifer Gerry
Title
President
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Sokol & Sokol CPA
Address
10840 SW 113 Place, Miami, FL 33176
Preparer
Lauren Sokol
Phone
3052730008
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $370”

Other Expenses.1

“Other Program Expenses $131154”

Other Expenses.2

“Accelerated Reader $3133”

Other Expenses.3

“Teacher Appreciation $1353”

Other Expenses.4

“Board Supplies $904”

Raw XML Appendix170 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/PhoneNum04078778888
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Winter Garden
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034786
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053419
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07177
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt05513
IRS990EZ/GrossReceiptsAmt0148783
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05946
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rose Carter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Valerie Parrish
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Colleen Czacharowski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tatiana Podel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Gerry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0136914
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public elementary school P.T.O. that supports the students and teachers of lake whitney elementary school.
IRS990EZ/ProgramServiceRevenueAmt0137324
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchase of holiday Shop gift options for students to creatively and independently shop for friends and family members in a safe environment while learning budgeting and practicing their math skills(income related to these expenses reported separately)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Accelerated reader program to excite and encourage students to read.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided gift certificates to the teachers of lake Whitney elementary allowing teachers to purchase needed classroom materials to enhance the education experience of their students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3various family/student events to support an environment of community, raise school funds and promote learning.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012011
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13132
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23254
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt315082
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04342
IRS990EZ/SpecialEventsNetIncomeLossAmt01171
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0137264
IRS990EZ/TotalProgramServiceExpensesAmt033479
IRS990EZ/TotalRevenueAmt0144441
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://lakewhitney.webptn.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05946
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010196
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0138495
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt090964
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt074784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0109371
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0112701
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0526315
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0536511
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0144441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095214
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074784
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0109371
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0112701
IRS990ScheduleA/Total509Grp/TotalAmt0536511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0144441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt095214
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074784
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0109371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0112701
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0536511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Program Expenses $131154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accelerated Reader $3133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Appreciation $1353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board Supplies $904
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Gerry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Whitney Elementary School PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0264775758
ReturnHeader/Filer/PhoneNum04078778888
ReturnHeader/Filer/USAddress/AddressLine1Txt01351 Windermere Road
ReturnHeader/Filer/USAddress/CityNm0Winter Garden
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034787
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650460107
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sokol & Sokol CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010840 SW 113 Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Miami
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033176
ReturnHeader/PreparerPersonGrp/PhoneNum03052730008
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lauren Sokol
ReturnHeader/ReturnTs02023-11-08T06:36:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jennifer
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gerry
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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