Civic Intelligence

Lake Whitney Elementary School Parent Teacher Organization

990EZ • Fiscal year 2012 • EIN 26-4775758

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 08, 2012

Organization Profilelakewhitney.webptn.com
1351 Windermere Road34787
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 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

89th percentile

72%

Faster asset growth than 89% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$53,970

Up $22,596 (+72%) from 2011

Net Assets

Up

$53,970

Up $22,596 (+72%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

$77,131

No earlier filing loaded for comparison.

Expenses

Down

$54,535

Down $49,763 (-48%) from 2011

Net Income

$22,596

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2011: $31,374Liabilities 2011: $0Net Assets 2011: $31,3742011Assets 2012: $53,970Net Assets 2012: $53,9702012Assets 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

2012

Assets$53,970
Liabilities-
Net Assets$53,970
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0Expenses 2011: $104,2982011Revenue 2012: $77,131Expenses 2012: $54,535Net Income 2012: $22,5962012Revenue 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

2012

Revenue$77,131
Expenses$54,535
Net Income$22,596
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 8, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
26-4775758
Raw XML Appendix199 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
CompensationExplanation/Compensation/PersonName0NICOLE WILSON
CompensationExplanation/Compensation/PersonName1LISA MCCARTHY
CompensationExplanation/Compensation/PersonName2BLAKELY MEYERS
CompensationExplanation/Compensation/PersonName3CHERYL ROESCH
CompensationExplanation/Compensation/PersonName4KARYN HEWETT
CompensationExplanation/Compensation/PersonName5MARCIE BARBERIO
CompensationExplanation/Compensation/PersonName6NIKKI GARVER
CompensationExplanation/Compensation/PersonName7SHANNON ROSS
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY031374
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IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear022596
IRS990EZ/FeesAndOthPymtToIndContractors0600
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
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IRS990EZ/GrossReceipts082678
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues03815
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY031374
IRS990EZ/NetAssetsOrFundBalancesBOY031374
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IRS990EZ/NetAssetsOrFundBalancesEOY053970
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine101351 WINDERMERE ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine111351 WINDERMERE ROAD
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0WINTER GARDEN
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2FL
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode034787
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode234787
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode334787
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode434787
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode534787
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode634787
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode734787
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition03.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition71.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0NICOLE WILSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1LISA MCCARTHY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2BLAKELY MEYERS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3CHERYL ROESCH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4KARYN HEWETT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5MARCIE BARBERIO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6NIKKI GARVER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7SHANNON ROSS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title22ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title33RD VICE PRE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title44TH VICE PRE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6RECORDING SE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7CORRESPONDIN
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal053935
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0PUBLIC ELEMENTARY SCHOOL P.T.O. THAT SUPPORTS THE STUDENTS AND TEACHERS OF LAKE WHITNEY ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PRESALE OF SCHOOL SUPPLIES
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1SPRING CARNIVAL FOR LAKE WHITNEY FAMILIES AND THE COMMUNITY
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2SPIRIT WEAR CONTAINING THE SCHOOL'S LOGO
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3VARIOUS PROGRAMS INCLUDING MATH SUPERSTARS, ACCELERATED READER AND PARENT/CHILD EVENTS
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses05265
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses13872
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses24724
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses340674
IRS990EZ/ProgramServiceRevenue039928
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses05547
IRS990EZ/SpecialEventsNetIncomeLoss033388
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine102045 RICKOVER PLACE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0WINTER GARDEN
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0FL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode034787
IRS990EZ/TheBooksAreInCareOf/NamePerson0ROSE SIROIS
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04078778888
IRS990EZ/TotalAssets/BOY031374
IRS990EZ/TotalAssets/EOY053970
IRS990EZ/TotalExpenses054535
IRS990EZ/TotalProgramServiceExpenses054535
IRS990EZ/TotalRevenue077131
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0HTTP://LAKEWHITNEY.WEBPTN.COM
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear082678
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year0111040
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years0110423
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0304141
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage01.00000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50901.00000
IRS990ScheduleA/PublicSupportTotal5090304141
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear082678
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IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear082678
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IRS990ScheduleA/TotalSupportTotal/Total0304141
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents05547
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1038935
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal038935
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1038935
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents038935
IRS990ScheduleG/EventsInformation/NameOfEvent10DISCOUNT CARD D
IRS990ScheduleG/EventsInformation/NetIncomeSummary033388
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent105547
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents05547
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES INSURANCE 370 BANK FEES 321 BOARD SUPPLIES 556 OTHER BOARD FEES 331 LEADERSHIP CONFERENCE 405 GIFTS TO TEACHERS/SUPPORT 12,177 CARNIVAL EXPENSES 3,872 SPIRIT WEAR EXPENSES 4,724 PRE-PACKAGED SUPPLIES 5,265 OTHER PROGRAM EXPENSES 25,914 TOTAL 53,935
IRS990ScheduleO/GeneralExplanation/Explanation1PUBLIC ELEMENTARY SCHOOL P.T.O. THAT SUPPORTS THE STUDENTS AND TEACHERS OF LAKE WHITNEY ELEMENTARY SCHOOL.
IRS990ScheduleO/GeneralExplanation/Explanation2VARIOUS PROGRAMS INCLUDING MATH SUPERSTARS, ACCELERATED READER AND PARENT/CHILD EVENTS
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier2ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0264775758
ReturnHeader/Filer/Name/BusinessNameLine10LAKE WHITNEY ELEMENTARY SCHOOL
ReturnHeader/Filer/Name/BusinessNameLine20PTO INC
ReturnHeader/Filer/NameControl0LAKE
ReturnHeader/Filer/Phone04078778888
ReturnHeader/Filer/USAddress/AddressLine101351 WINDERMERE ROAD
ReturnHeader/Filer/USAddress/City0WINTER GARDEN
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ReturnHeader/Filer/USAddress/ZIPCode034787
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-08
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ReturnHeader/Officer/Phone04078778888
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02012-11-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MCCRADY HESS & RUTH PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102600 LAKE LUCIEN DR STE 405
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MAITLAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0327517232
ReturnHeader/Preparer/Name0STACY Z MCCRADY CPA
ReturnHeader/Preparer/Phone04074784020
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-09T13:46:51-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$53,970
Liabilities
-
Net assets
$53,970
Revenue
$77,131
Expenses
$54,535
Net income
$22,596
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
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.54$0.77$0.55$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$1.04