Civic Intelligence

Latimer Lane School Parent Teacher Organization Inc.

EIN 27-3211198 • 501(c)3 • Simsbury, CT

Pub. 78 Eligible990-N Coverage

Profile

A) the organization's mission is exclusively for charitable purposes or literary or educational charitable purposes including, for such purposes, the making of distributions to the town of simsbury in support of the latimer lane elementary school and/or other organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code of 1986, or the corresponding section of any future federal tax code.b) in furtherance of the foregoing, the specific purposes of the organization shall include: a) to promote the welfare of the students of latimer lane school. B) to work for adequate laws, regulations, and programs for the care and protection of these children. C) to maintain an environment in which parents and teachers may cooperate intelligently in securing for every child the highest advantages in physical, mental, social and moral education. D) to cooperate in school/community activities.

33 Mountain View RoadSimsbury, CT 06089

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

56%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$87,966

Up $12,341 (+16%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$87,966

Up $12,341 (+16%) from 2024

Revenue

Up

$62,512

Up $22,462 (+56%) from 2024

Expenses

Down

$50,171

Down $14,331 (-22%) from 2024

Net Income

Up

$12,341

Up $36,793 (+150%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2017: $47,361Net Assets 2017: $47,3612017Assets 2019: $61,890Liabilities 2019: $0Net Assets 2019: $61,8902019Assets 2020: $74,665Liabilities 2020: $0Net Assets 2020: $74,6652020Assets 2021: $75,542Liabilities 2021: $0Net Assets 2021: $75,5422021Assets 2022: $85,185Liabilities 2022: $0Net Assets 2022: $85,1852022Assets 2023: $100,077Liabilities 2023: $0Net Assets 2023: $100,0772023Assets 2024: $75,625Liabilities 2024: $0Net Assets 2024: $75,6252024Assets 2025: $87,966Liabilities 2025: $0Net Assets 2025: $87,9662025

Highlighted filing

2025

Assets$87,966
Liabilities$0
Net Assets$87,966

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2017: $63,494Expenses 2017: $46,966Net Income 2017: $16,5282017Revenue 2019: $48,393Expenses 2019: $39,613Net Income 2019: $8,7802019Revenue 2020: $41,607Expenses 2020: $28,832Net Income 2020: $12,7752020Revenue 2021: $35,546Expenses 2021: $34,669Net Income 2021: $8772021Revenue 2022: $44,055Expenses 2022: $34,412Net Income 2022: $9,6432022Revenue 2023: $59,190Expenses 2023: $44,298Net Income 2023: $14,8922023Revenue 2024: $40,050Expenses 2024: $64,502Net Income 2024: -$24,4522024Revenue 2025: $62,512Expenses 2025: $50,171Net Income 2025: $12,3412025

Highlighted filing

2025

Revenue$62,512
Expenses$50,171
Net Income$12,341

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Mar 9, 2026
Return Version
2024v5.5
Gross Receipts
$77,533
Mission and Program Overview

Mission

A) the organization's mission is exclusively for charitable purposes or literary or educational charitable purposes including, for such purposes, the making of distributions to the town of simsbury in support of the latimer lane elementary school and/or other organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code of 1986, or the corresponding section of any future federal tax code.b) in furtherance of the foregoing, the specific purposes of the organization shall include: a) to promote the welfare of the students of latimer lane school. B) to work for adequate laws, regulations, and programs for the care and protection of these children. C) to maintain an environment in which parents and teachers may cooperate intelligently in securing for every child the highest advantages in physical, mental, social and moral education. D) to cooperate in school/community activities.

Program Services

DescriptionGrantsExpenses
ENRICHMENT COSTS:CULTURAL AND OTHER ENRICHMENT, SCHOOL EVENTS$0$20,554
RESTRICTED ASSET EXPENSES:GRADUATION, CLUBS, AND TECHNOLOGY$0$3,650
APPRECIATION EXPENSES$0$3,052
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH ROSSPresident-$0--
CAROLINE ESCALANTE-ROYVice President-$0--
JENNIFER BUCKLEYVice President,Fundraising-$0--
MARY HUCKVALEVice President Of Communic-$0--
AMANDA MOYALVolunteer Coordinator-$0--
SARA WESTHAVERRecording Secretary-$0--
RACHEL KOKINESTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Runback to School$15,763$15,763$5,614$10,149
Read-a-thon$12,279$12,279-$12,279
Total Events$51,936$51,936$15,021$36,915
Filing and Contact Details

Filer

Filer Name
Latimer Lane School Parent Teacher
EIN
27-3211198
Phone
8606584774
Address
33 MOUNTAIN VIEW ROAD, SIMSBURY, CT 06089

Signing Officer

Name
Rachel Kokines
Title
Treasurer
Phone
8606584774
Signed
2026-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Harperwhitfield Pc
Address
381 HOPMEADOW STREET STE 301, WEATOGUE, CT 06089
Preparer
Wendy J Reola Ea
Phone
8606519303
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 4.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: ski club revenue. Amount: 19,821.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: filing fee. Amount: 50. Description: office expense. Amount: 2,035. Description: insurance. Amount: 375. Description: expenses on temp restricted. Amount: 3,650. Description: appreciation fund. Amount: 3,052. Description: enrichment costs. Amount: 20,554. Description: ski club expenses. Amount: 19,605. Total to form 990-ez, line 16: 49,321.

Raw XML Appendix217 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT,FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT OF COMMUNIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VOLUNTEER COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SECRETARY
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0A) THE ORGANIZATION'S MISSION IS EXCLUSIVELY FOR CHARITABLE PURPOSES OR LITERARY OR EDUCATIONAL CHARITABLE PURPOSES INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO THE TOWN OF SIMSBURY IN SUPPORT OF THE LATIMER LANE ELEMENTARY SCHOOL AND/OR OTHER ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE.B) IN FURTHERANCE OF THE FOREGOING, THE SPECIFIC PURPOSES OF THE ORGANIZATION SHALL INCLUDE: A) TO PROMOTE THE WELFARE OF THE STUDENTS OF LATIMER LANE SCHOOL. B) TO WORK FOR ADEQUATE LAWS, REGULATIONS, AND PROGRAMS FOR THE CARE AND PROTECTION OF THESE CHILDREN. C) TO MAINTAIN AN ENVIRONMENT IN WHICH PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN SECURING FOR EVERY CHILD THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL AND MORAL EDUCATION. D) TO COOPERATE IN SCHOOL/COMMUNITY ACTIVITIES.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2APPRECIATION EXPENSES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SKI CLUB REVENUE. AMOUNT: 19,821.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FILING FEE. AMOUNT: 50. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,035. DESCRIPTION: INSURANCE. AMOUNT: 375. DESCRIPTION: EXPENSES ON TEMP RESTRICTED. AMOUNT: 3,650. DESCRIPTION: APPRECIATION FUND. AMOUNT: 3,052. DESCRIPTION: ENRICHMENT COSTS. AMOUNT: 20,554. DESCRIPTION: SKI CLUB EXPENSES. AMOUNT: 19,605. TOTAL TO FORM 990-EZ, LINE 16: 49,321.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL KOKINES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08606584774
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LATIMER LANE SCHOOL PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LATI
ReturnHeader/Filer/EIN0273211198
ReturnHeader/Filer/PhoneNum08606584774
ReturnHeader/Filer/USAddress/AddressLine1Txt033 MOUNTAIN VIEW ROAD
ReturnHeader/Filer/USAddress/CityNm0SIMSBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006089
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061071692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARPERWHITFIELD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0381 HOPMEADOW STREET STE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEATOGUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006089
ReturnHeader/PreparerPersonGrp/PhoneNum08606519303
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY J REOLA EA
ReturnHeader/ReturnTs02026-03-12T08:39:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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