Civic Intelligence

Lake Whitney Elementary School Parent Teacher Organization

990EZ • Fiscal year 2013 • EIN 26-4775758

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 11, 2013

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

45th percentile

0.8%

Higher net margin than 45% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

48th percentile

1.0%

Faster asset growth than 48% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

39th percentile

-5.3%

Faster revenue growth than 39% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$54,521

Up $23,147 (+74%) from 2011

Net Assets

Up

$54,521

Up $23,147 (+74%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin45th percentile

Revenue

$73,055

No earlier filing loaded for comparison.

Expenses

Down

$72,504

Down $31,794 (-30%) from 2011

Net Income

$551

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th 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 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

2013

Assets$54,521
Liabilities-
Net Assets$54,521
Open 2013 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$73,055
Expenses$72,504
Net Income$551
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 11, 2013
Return Version
2012v2.3
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 Appendix171 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/PersonName2NIKKI GARVER
CompensationExplanation/Compensation/PersonName3MARCIE BARBERIO
CompensationExplanation/Compensation/PersonName4KARYN HEWETT
CompensationExplanation/Compensation/PersonName5ROSE SIROIS
CompensationExplanation/Compensation/PersonName6PAM MULLER
CompensationExplanation/Compensation/PersonName7JENNIFER SWANSON
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY053970
IRS990EZ/CashSavingsAndInvestments/EOY054521
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0551
IRS990EZ/FeesAndOthPymtToIndContractors038
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome020023
IRS990EZ/GrossReceipts074562
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues04131
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY053970
IRS990EZ/NetAssetsOrFundBalancesBOY053970
IRS990EZ/NetAssetsOrFundBalances/EOY054521
IRS990EZ/NetAssetsOrFundBalancesEOY054521
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition13.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition52.00
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/PersonName2NIKKI GARVER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MARCIE BARBERIO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4KARYN HEWETT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5ROSE SIROIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6PAM MULLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7JENNIFER SWANSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title01ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PRESIDENT
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/OtherExpensesTotal072466
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/DescriptionProgramServiceAccom1SUPPORT TO LAKE WHITNEY ELEMENTARY SCHOOL TO ENHANCE EACH STUDENT'S LEARNING ENVIRONMENT AND EDUCATIONAL EXPERIENCE.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2SPIRIT WEAR CONTAINING THE SCHOOL'S LOGO
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3VARIOUS PROGRAMS INCLUDING MATH SUPERSTARS, ACCELERATED READER AND VARIOUS FAMILY/STUDENT EVENTS.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses06618
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses121379
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses27806
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses336701
IRS990EZ/ProgramServiceRevenue050408
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses01507
IRS990EZ/SpecialEventsNetIncomeLoss018516
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/BOY053970
IRS990EZ/TotalAssets/EOY054521
IRS990EZ/TotalExpenses072504
IRS990EZ/TotalProgramServiceExpenses072504
IRS990EZ/TotalRevenue073055
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0HTTP://LAKEWHITNEY.WEBPTN.COM
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear074562
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year082678
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years0111040
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years0110423
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0378703
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage01.00000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50901.00000
IRS990ScheduleA/PublicSupportTotal5090378703
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear074562
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year082678
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years0111040
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years0110423
IRS990ScheduleA/Total509/Total0378703
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear074562
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year082678
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0111040
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years0110423
IRS990ScheduleA/TotalSupportTotal/Total0378703
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents01507
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1020023
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal020023
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1020023
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents020023
IRS990ScheduleG/EventsInformation/NameOfEvent10DISCOUNT CARD D
IRS990ScheduleG/EventsInformation/NetIncomeSummary018516
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent101507
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents01507
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES INSURANCE 370 BOARD SUPPLIES 744 GIFTS TO TEACHERS/SUPPORT 5,200 SUPPORT TO SCHOOL 21,379 SPIRIT WEAR EXPENSES 7,806 PRE-PACKAGED SUPPLIES 6,618 OTHER PROGRAM EXPENSES 30,220 LEADERSHIP CONFERENCE 129 TOTAL 72,466
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 VARIOUS FAMILY/STUDENT 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/BuildTS02015-11-30 17:44:51Z
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
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034787
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-11
ReturnHeader/Officer/Name0ROSE SIROIS
ReturnHeader/Officer/Phone04078778888
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-11-07
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/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-07T18:30:17-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$54,521
Liabilities
-
Net assets
$54,521
Revenue
$73,055
Expenses
$72,504
Net income
$551
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