Civic Intelligence

Lake Whitney Elementary School Parent Teacher Organization

990EZ • Fiscal year 2015 • EIN 26-4775758

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 08, 2015

Organization ProfileLAKEWHITNEY.WEBPTN.COM
1351 Windermere RoadWinter Garden, FL 34787

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

54th percentile

3.5%

Faster revenue growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$92,424

Up $14,697 (+19%) from 2014

Net Assets

Up

$92,424

Up $14,697 (+19%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$71,756

Up $2,412 (+3.5%) from 2014

Expenses

Up

$57,059

Up $10,921 (+24%) from 2014

Net Income

Down

$14,697

Down $8,509 (-37%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2015

Assets$92,424
Liabilities-
Net Assets$92,424
Open 2015 Filing

Operations Trend

Revenue Growth54th 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

2015

Revenue$71,756
Expenses$57,059
Net Income$14,697
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 8, 2015
Return Version
2014v5.0
Gross Receipts
$75,415
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-$43,917
SPIRIT WEAR CONTAINING THE SCHOOL'S LOGO.-$5,611
ACCELERATED READER PROGRAM TO EXCITE AND ENCOURAGE STUDENTS TO READ.-$4,398
PRESALE OF SCHOOL SUPPLIES.-$3,133
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER SWANSONPresident-$0--
MARCIE BARBERIO1st Vice Pre-$0--
ROSE SIROIS4th Vice Pre-$0--
SUZY GRIEDERTreasurer-$0--
JANE BEHRLERecording Se-$0--
PAM MULLERCorrespondin-$0--
NICKY CALVERT2nd Vice Pre-$0--
SUE SALVATI3rd Vice Pre-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dolphin Dash 5k$16,360$16,360$3,659$12,701
Total Events$16,360$16,360$3,659$12,701
Filing and Contact Details

Filer

Filer Name
Lake Whitney Elementary School
EIN
26-4775758
Phone
4078778888
Address
1351 WINDERMERE ROAD, WINTER GARDEN, FL 34787

Signing Officer

Name
Suzanne Grieder
Title
Treasurer
Phone
4078778888
Signed
2015-12-08
Discuss with paid preparer
Yes

Preparer

Firm
Kristen Woods CPA Pllc
Address
12035 REBECCAS RUN DR, WINTER GARDEN, FL 34787-5527
Preparer
Kristen Woods
Phone
4074214891
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees 106 board supplies 656 accelerated reader 4,398 spirit wear expenses 5,611 pre-packaged supplies 3,133 other program expenses 42,785 insurance 370 total 57,059”

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 Appendix165 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/USAddress/CityNm0WINDERMERE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034786
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt077727
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092424
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014697
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt077727
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092424
IRS990EZ/FundraisingGrossIncomeAmt016360
IRS990EZ/GrossReceiptsAmt075415
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06245
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077727
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092424
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt077727
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092424
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER SWANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARCIE BARBERIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROSE SIROIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUZY GRIEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANE BEHRLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAM MULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NICKY CALVERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUE SALVATI
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/OtherExpensesTotalAmt057059
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/ProgramServiceRevenueAmt052810
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/ProgramServiceExpensesAmt03133
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14398
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25611
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt343917
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03659
IRS990EZ/SpecialEventsNetIncomeLossAmt012701
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057059
IRS990EZ/TotalProgramServiceExpensesAmt057059
IRS990EZ/TotalRevenueAmt071756
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://LAKEWHITNEY.WEBPTN.COM
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt075415
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt072693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt074562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt082678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0111040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0416388
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0416388
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075415
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074562
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt082678
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0111040
IRS990ScheduleA/Total509Grp/TotalAmt0416388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt075415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt082678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0111040
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0416388
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03659
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DOLPHIN DASH 5K
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016360
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012701
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03659
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 106 BOARD SUPPLIES 656 ACCELERATED READER 4,398 SPIRIT WEAR EXPENSES 5,611 PRE-PACKAGED SUPPLIES 3,133 OTHER PROGRAM EXPENSES 42,785 INSURANCE 370 TOTAL 57,059
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE GRIEDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04078778888
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE WHITNEY ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTO 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/PreparerFirmGrp/PreparerFirmEIN0454027547
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRISTEN WOODS CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012035 REBECCAS RUN DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINTER GARDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0347875527
ReturnHeader/PreparerPersonGrp/PhoneNum04074214891
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN WOODS
ReturnHeader/ReturnTs02015-12-08T06:08:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,424
Liabilities
-
Net assets
$92,424
Revenue
$71,756
Expenses
$57,059
Net income
$14,697
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