Civic Intelligence

Westbrooke Elementary PTO Inc.

990EZ • Fiscal year 2024 • EIN 26-4778015

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 26, 2024

500 Tomyn BlvdOcoee, FL 34761

(407) 656-6228

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

40th percentile

-0.6%

Higher net margin than 40% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-0.2%

Faster asset growth than 47% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-32%

Faster revenue growth than 18% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$132,913

Down $204 (-0.2%) from 2023

Net Assets

Down

$132,913

Down $204 (-0.2%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$32,694

Down $15,105 (-32%) from 2023

Expenses

Down

$32,898

Down $21,385 (-39%) from 2023

Net Income

Up

-$204

Up $6,280 (+97%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $5,266Liabilities 2013: $0Net Assets 2013: $5,2662013Assets 2014: $13,847Liabilities 2014: $0Net Assets 2014: $13,8472014Assets 2015: $24,263Liabilities 2015: $0Net Assets 2015: $24,2632015Assets 2016: $23,771Liabilities 2016: $0Net Assets 2016: $23,7712016Assets 2021: $105,568Liabilities 2021: $0Net Assets 2021: $105,5682021Assets 2022: $139,601Liabilities 2022: $0Net Assets 2022: $139,6012022Assets 2023: $133,117Net Assets 2023: $133,1172023Assets 2024: $132,913Net Assets 2024: $132,9132024Assets 2025: $144,271Net Assets 2025: $144,2712025

Highlighted filing

2024

Assets$132,913
Liabilities-
Net Assets$132,913

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $58,446Expenses 2013: $66,351Net Income 2013: -$7,9052013Revenue 2014: $75,857Expenses 2014: $67,276Net Income 2014: $8,5812014Revenue 2015: $57,688Expenses 2015: $47,272Net Income 2015: $10,4162015Revenue 2016: $61,115Expenses 2016: $61,607Net Income 2016: -$4922016Revenue 2021: $29,094Expenses 2021: $31,517Net Income 2021: -$2,4232021Revenue 2022: $63,439Expenses 2022: $29,406Net Income 2022: $34,0332022Revenue 2023: $47,799Expenses 2023: $54,283Net Income 2023: -$6,4842023Revenue 2024: $32,694Expenses 2024: $32,898Net Income 2024: -$2042024Revenue 2025: $41,874Expenses 2025: $30,567Net Income 2025: $11,3072025

Highlighted filing

2024

Revenue$32,694
Expenses$32,898
Net Income-$204
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 26, 2024
Return Version
2023v5.0
Gross Receipts
$76,619
Mission and Program Overview

Mission

To support the teachers and students at westbrooke elementary school

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT - ENHANCE 5TH GRADE STUDENT EXPDERIENCE AND CELEBRATE THEIR LAST YEAR AT ELEMENTARY SCHOOL AND PROVIDE 5TH GRADE STUDENTS AN OPPORTUNITY TO GIVE BACK-$15,187
PRINCIPAL PROGRAMS - TECHNOLOGY AND EDUCATION PROGRAMS USED BY ALL STUDENTS TO SUPPORT CLASSROOM LEARNING-$8,818
SCHOOL IMPROVEMENTS-$4,097
ALL OTHER PROGRAMS-$1,715
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY BARAJAS-VELEZPresidentPT$0--
JON WARCHOLAKVice PresidePT$0--
NATOYA POTTERVice PresidePT$0--
CHERIN WHITAKERRecording SePT$0--
CHRISTEN KUHLMANCorresp. SecPT$0--
SUSAN HOWARDTreasurerPT$0--
BRIEANN BYERSPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$17,161$17,161$11,850$5,311
GRANDMA'S COTTA$11,421$11,421$7,510$3,911
Total Events$28,582$28,582$19,360$9,222
Filing and Contact Details

Filer

Filer Name
Westbrooke Elementary Pto Inc
EIN
26-4778015
Phone
4076566228
Address
500 TOMYN BLVD, OCOEE, FL 34761

Signing Officer

Name
Brieann Byers
Title
President
Phone
4076566228
Signed
2024-10-26

Preparer

Firm
Wooten CPA Pllc
Address
6900 TAVISTOCK LAKES BLVD STE 400, ORLANDO, FL 32827
Preparer
Kenneth B Wooten
Phone
4072438678
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 390 student support 15,187 principal programs 8,818 school improvements 4,097 board expenses 485 marketing 252 bank fees 1,045 other expenses 909 other program expenses 1,715 total 32,898

Form 990-ez, Part III, Line 31

ALL OTHER PROGRAMS

Raw XML Appendix185 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OCOEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NANCY BARAJAS-VELEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JON WARCHOLAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NATOYA POTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHERIN WHITAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTEN KUHLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSAN HOWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRIEANN BYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESP. SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032898
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE TEACHERS AND STUDENTS AT WESTBROOKE ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT - ENHANCE 5TH GRADE STUDENT EXPDERIENCE AND CELEBRATE THEIR LAST YEAR AT ELEMENTARY SCHOOL AND PROVIDE 5TH GRADE STUDENTS AN OPPORTUNITY TO GIVE BACK
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRINCIPAL PROGRAMS - TECHNOLOGY AND EDUCATION PROGRAMS USED BY ALL STUDENTS TO SUPPORT CLASSROOM LEARNING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL IMPROVEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ALL OTHER PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015187
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18818
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24097
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31715
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt016082
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt032898
IRS990EZ/TotalProgramServiceExpensesAmt029817
IRS990EZ/TotalRevenueAmt032694
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESTBROOKEPTO.COM
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0488
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GRANDMA'S COTTA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017161
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011421
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 390 STUDENT SUPPORT 15,187 PRINCIPAL PROGRAMS 8,818 SCHOOL IMPROVEMENTS 4,097 BOARD EXPENSES 485 MARKETING 252 BANK FEES 1,045 OTHER EXPENSES 909 OTHER PROGRAM EXPENSES 1,715 TOTAL 32,898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OTHER PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIEANN BYERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04076566228
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTBROOKE ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0264778015
ReturnHeader/Filer/PhoneNum04076566228
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 TOMYN BLVD
ReturnHeader/Filer/USAddress/CityNm0OCOEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034761
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0834434299
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOOTEN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06900 TAVISTOCK LAKES BLVD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032827
ReturnHeader/PreparerPersonGrp/PhoneNum04072438678
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH B WOOTEN
ReturnHeader/ReturnTs02024-10-30T11:14:42-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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