Civic Intelligence

Lake Whitney Elementary School Parent Teacher Organization

990EZ • Fiscal year 2014 • EIN 26-4775758

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 07, 2014

Organization ProfileLAKEWHITNEY.WEBPTN.COM
1351 Windermere Road34787

(407) 877-8888

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

82nd percentile

43%

Faster asset growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

39th percentile

-5.1%

Faster revenue growth than 39% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$77,727

Up $23,206 (+43%) from 2013

Net Assets

Up

$77,727

Up $23,206 (+43%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Down

$69,344

Down $3,711 (-5.1%) from 2013

Expenses

Down

$46,138

Down $26,366 (-36%) from 2013

Net Income

Up

$23,206

Up $22,655 (+4112%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2014

Assets$77,727
Liabilities-
Net Assets$77,727
Open 2014 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

2014

Revenue$69,344
Expenses$46,138
Net Income$23,206
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v3.1
Gross Receipts
$72,693
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-$32,430
ACCELERATED READER PROGRAM TO EXCITE AND ENCOURAGE STUDENTS TO READ.-$5,515
SPIRIT WEAR CONTAINING THE SCHOOL'S LOGO.-$4,388
PRESALE OF SCHOOL SUPPLIES.-$3,805
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA MCCARTHYPresident-$0--
MARCIE BARBERIO1st Vice Pre-$0--
KARYN HEWETT4th Vice Pre-$0--
ROSE SIROISTreasurer-$0--
PAM MULLERRecording Se-$0--
JENNIFER SWANSONCorrespondin-$0--
NICKY CALVERT2nd Vice Pre-$0--
SUZANNE GRIEDER3rd Vice Pre-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$16,078$16,078$3,349$12,729
Total Events$16,078$16,078$3,349$12,729
Filing and Contact Details

Filer

EIN
26-4775758
Phone
4078778888

Signing Officer

Name
Suzanne Grieder
Title
Treasurer
Phone
4078778888
Signed
2014-11-07
Discuss with paid preparer
Yes

Preparer

Preparer
Kristen Woods CPA
Phone
4074784020
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees 50 board supplies 435 accelerated reader 5,515 spirit wear expenses 4,388 pre-packaged supplies 3,805 other program expenses 31,600 insurance 345 total 46,138”

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 31

“Various family/student events”

Raw XML Appendix172 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/CompensationExplanationGrp/PersonNm0LISA MCCARTHY
CompensationExplanation/CompensationExplanationGrp/PersonNm1MARCIE BARBERIO
CompensationExplanation/CompensationExplanationGrp/PersonNm2KARYN HEWETT
CompensationExplanation/CompensationExplanationGrp/PersonNm3ROSE SIROIS
CompensationExplanation/CompensationExplanationGrp/PersonNm4PAM MULLER
CompensationExplanation/CompensationExplanationGrp/PersonNm5JENNIFER SWANSON
CompensationExplanation/CompensationExplanationGrp/PersonNm6NICKY CALVERT
CompensationExplanation/CompensationExplanationGrp/PersonNm7SUZANNE GRIEDER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUZANNE GRIEDER
IRS990EZ/BooksInCareOfDetail/PhoneNum04078778888
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101812 GLENBAY COURT
IRS990EZ/BooksInCareOfDetail/USAddress/City0WINDERMERE
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode034786
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054521
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077727
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023206
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054521
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077727
IRS990EZ/FundraisingGrossIncomeAmt016078
IRS990EZ/GrossReceiptsAmt072693
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06545
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054521
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077727
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054521
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077727
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARCIE BARBERIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KARYN HEWETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROSE SIROIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAM MULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER SWANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NICKY CALVERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUZANNE GRIEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt24TH VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt62ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt73RD VICE PRE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046138
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/ProgramServiceRevenueAmt050070
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESALE OF SCHOOL SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ACCELERATED READER PROGRAM TO EXCITE AND ENCOURAGE STUDENTS TO READ.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPIRIT WEAR CONTAINING THE SCHOOL'S LOGO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3VARIOUS FAMILY/STUDENT EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03805
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15515
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24388
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt332430
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03349
IRS990EZ/SpecialEventsNetIncomeLossAmt012729
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046138
IRS990EZ/TotalProgramServiceExpensesAmt046138
IRS990EZ/TotalRevenueAmt069344
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://LAKEWHITNEY.WEBPTN.COM
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt072693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt074562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt082678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0111040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0110423
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0451396
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0451396
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt074562
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082678
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0111040
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0110423
IRS990ScheduleA/Total509Grp/TotalAmt0451396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt074562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt082678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0111040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110423
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0451396
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03349
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016078
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016078
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016078
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016078
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0DOLPHIN DASH 5K
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012729
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03349
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 50 BOARD SUPPLIES 435 ACCELERATED READER 5,515 SPIRIT WEAR EXPENSES 4,388 PRE-PACKAGED SUPPLIES 3,805 OTHER PROGRAM EXPENSES 31,600 INSURANCE 345 TOTAL 46,138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PUBLIC ELEMENTARY SCHOOL P.T.O. THAT SUPPORTS THE STUDENTS AND TEACHERS OF LAKE WHITNEY ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VARIOUS FAMILY/STUDENT EVENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE GRIEDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04078778888
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10LAKE WHITNEY ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine20PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0264775758
ReturnHeader/Filer/PhoneNum04078778888
ReturnHeader/Filer/USAddress/AddressLine101351 WINDERMERE ROAD
ReturnHeader/Filer/USAddress/City0WINTER GARDEN
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034787
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272977805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCCRADY HESS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102600 LAKE LUCIEN DR STE 405
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MAITLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0327517232
ReturnHeader/PreparerPersonGrp/PhoneNum04074784020
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN WOODS CPA
ReturnHeader/ReturnTs02014-11-05T13:37:38-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,727
Liabilities
-
Net assets
$77,727
Revenue
$69,344
Expenses
$46,138
Net income
$23,206
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