Civic Intelligence

Lake Whitney Elementary School Parent Teacher Organization

990EZ • Fiscal year 2016 • EIN 26-4775758

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

8th percentile

-47%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

14th percentile

-33%

Faster asset growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-9.6%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$61,845

Down $30,579 (-33%) from 2015

Net Assets

Down

$61,845

Down $30,579 (-33%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$64,835

Down $6,921 (-9.6%) from 2015

Expenses

Up

$95,414

Up $38,355 (+67%) from 2015

Net Income

Down

-$30,579

Down $45,276 (-308%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth14th 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 2016: $61,845Net Assets 2016: $61,8452016Assets 2023: $60,596Net Assets 2023: $60,5962023

Highlighted filing

2016

Assets$61,845
Liabilities-
Net Assets$61,845
Open 2016 Filing

Operations Trend

Revenue Growth34th percentile

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

$150K$100K$50K$0-$50KExpenses 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 2016: $64,835Expenses 2016: $95,414Net Income 2016: -$30,5792016Revenue 2023: $144,441Expenses 2023: $137,264Net Income 2023: $7,1772023

Highlighted filing

2016

Revenue$64,835
Expenses$95,414
Net Income-$30,579
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$68,798
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
PROVIDED SHADE STRUCTURES TO COVER PLAYGROUND EQUIPMENT TO PROTECT THE STUDENTS OF LAKE WHITNEY ELEMENTARY FROM HARMFUL SUNLIGHT.-$49,567
VARIOUS FAMILY/STUDENT EVENTS-$36,593
PROVIDED GIFT CERTIFICATES TO THE TEACHERS OF LAKE WHITNEY ELEMENTARY TO ALLOW THE TEACHERS TO PURCHASE NEEDED CLASSROOM ITEMS TO ENHANCE THE EDUCATION EXPERIENCE OF LAKE WHITNEY ELEMENTARY STUDENTS.-$5,000
ACCELERATED READER PROGRAM TO EXCITE AND ENCOURAGE STUDENTS TO READ.-$4,254
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER SWANSONPresident-$0--
COLLEEN CZACHOROWSKI1st Vice Pre-$0--
ROSE SIROIS4th Vice Pre-$0--
SUZY GRIEDERTreasurer-$0--
LORI BENTONRec Sec/Pres-$0--
KRISTEN WOODSCorrespondin-$0--
PAM MUELLER2nd Vice Pre-$0--
SUE SALVATI3rd Vice Pre-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dolphin Dash 5k$15,468$15,468$3,963$11,505
Total Events$15,468$15,468$3,963$11,505
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
Lori Benton
Title
Rec Sec/pres Elect
Signed
2016-11-11
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 8 board supplies 684 accelerated reader 4,254 teacher grants 5,000 playground shade 49,567 other program expenses 35,531 insurance 370 total 95,414”

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 Appendix164 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/CityNm0WINTER GARDEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034787
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092424
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061845
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-30579
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IRS990EZ/MembershipDuesAmt06165
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER SWANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COLLEEN CZACHOROWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROSE SIROIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUZY GRIEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LORI BENTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRISTEN WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAM MUELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUE SALVATI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt24TH VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4REC SEC/PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt62ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt73RD VICE PRE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt095414
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/ProgramServiceRevenueAmt047165
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SHADE STRUCTURES TO COVER PLAYGROUND EQUIPMENT TO PROTECT THE STUDENTS OF LAKE WHITNEY ELEMENTARY FROM HARMFUL SUNLIGHT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ACCELERATED READER PROGRAM TO EXCITE AND ENCOURAGE STUDENTS TO READ.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED GIFT CERTIFICATES TO THE TEACHERS OF LAKE WHITNEY ELEMENTARY TO ALLOW THE TEACHERS TO PURCHASE NEEDED CLASSROOM ITEMS TO ENHANCE THE EDUCATION EXPERIENCE OF LAKE WHITNEY ELEMENTARY STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3VARIOUS FAMILY/STUDENT EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049567
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14254
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt336593
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03963
IRS990EZ/SpecialEventsNetIncomeLossAmt011505
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095414
IRS990EZ/TotalProgramServiceExpensesAmt095414
IRS990EZ/TotalRevenueAmt064835
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://LAKEWHITNEY.WEBPTN.COM
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt068798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt075415
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt072693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt074562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt082678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0374146
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0374146
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068798
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt074562
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082678
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068798
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt074562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt082678
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0374146
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03963
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DOLPHIN DASH 5K
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015468
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015468
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015468
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015468
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011505
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03963
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 8 BOARD SUPPLIES 684 ACCELERATED READER 4,254 TEACHER GRANTS 5,000 PLAYGROUND SHADE 49,567 OTHER PROGRAM EXPENSES 35,531 INSURANCE 370 TOTAL 95,414
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI BENTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0REC SEC/PRES ELECT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
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/PreparationDt02016-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN WOODS
ReturnHeader/ReturnTs02016-11-11T11:00:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,845
Liabilities
-
Net assets
$61,845
Revenue
$64,835
Expenses
$95,414
Net income
-$30,579
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
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.65$0.95$0.31
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