Civic Intelligence

Hillcrest Elementary Parent

990EZ • Fiscal year 2020 • EIN 36-4556458

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 02, 2020

Organization ProfileN/A
1051 State Road 60 EastLake Wales, FL 33853

(863) 412-8871

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$43,185

Up $8,385 (+24%) from 2019

Net Assets

Up

$43,185

Up $8,385 (+24%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$18,601

Up $2,236 (+14%) from 2019

Expenses

Down

$10,216

Down $3,115 (-23%) from 2019

Net Income

Up

$8,385

Up $5,351 (+176%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2019: $34,800Net Assets 2019: $34,8002019Assets 2020: $43,185Net Assets 2020: $43,1852020Assets 2021: $38,988Net Assets 2021: $38,9882021Assets 2022: $48,462Net Assets 2022: $48,4622022Assets 2023: $61,056Net Assets 2023: $61,0562023Assets 2024: $76,935Net Assets 2024: $76,9352024Assets 2025: $71,321Net Assets 2025: $71,3212025

Highlighted filing

2020

Assets$43,185
Liabilities-
Net Assets$43,185
Open 2020 Filing

Operations Trend

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

$40K$20K$0-$20KRevenue 2019: $16,365Expenses 2019: $13,331Net Income 2019: $3,0342019Revenue 2020: $18,601Expenses 2020: $10,216Net Income 2020: $8,3852020Revenue 2021: $14,355Expenses 2021: $18,552Net Income 2021: -$4,1972021Revenue 2022: $30,793Expenses 2022: $21,319Net Income 2022: $9,4742022Revenue 2023: $33,083Expenses 2023: $20,489Net Income 2023: $12,5942023Revenue 2024: $33,920Expenses 2024: $18,041Net Income 2024: $15,8792024Revenue 2025: $33,088Expenses 2025: $38,702Net Income 2025: -$5,6142025

Highlighted filing

2020

Revenue$18,601
Expenses$10,216
Net Income$8,385
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 2, 2020
Return Version
2019v5.0
Gross Receipts
$19,597
Mission and Program Overview

Mission

The pto supports the elementary school by providing funds for school and classroom supplies, awards, programs, and other school activities, as well as encouraging parent and teacher involvement in all school functions.

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O-$10,091
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLY WINDHAMPresident-$0--
TYECHIA JOHNSONVice Preside-$0--
AMBREY WILLIAMSTreasurer-$0--
COLLEEN HATTSecretary-$0--
BETTY FINNELLSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run$14,300$14,300$270$14,030
Total Events$14,300$14,300$270$14,030
Filing and Contact Details

Filer

Filer Name
Hillcrest Elementary Parent
EIN
36-4556458
Phone
8634128871
Address
1051 STATE ROAD 60 EAST, LAKE WALES, FL 33853

Signing Officer

Name
Ambrey Williams
Title
Treasurer
Phone
8634128871
Signed
2020-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Bunting Tripp & Ingley Llp
Address
230 EAST TILLMAN AVENUE, LAKE WALES, FL 33853-3714
Preparer
William M Jacobs
Phone
8636767981
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses publicity expense 64 fl annual report 61 student appreciation 2,646 teacher appreciation week 1,538 staff appreciation 219 student scholarships 250 teacher grants 1,768 promethean board 3,299 supplies (lysol wipes) 371 total 10,216”

Form 990-ez, Part III

“The pto supports the elementary school by providing funds for school and classroom supplies, awards, programs, and other school activities, as well as encouraging parent and teacher involvement in all school functions.”

Raw XML Appendix146 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/PersonNm0AMBREY WILLIAMS
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE WALES
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034800
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHELLY WINDHAM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COLLEEN HATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BETTY FINNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt010216
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PTO SUPPORTS THE ELEMENTARY SCHOOL BY PROVIDING FUNDS FOR SCHOOL AND CLASSROOM SUPPLIES, AWARDS, PROGRAMS, AND OTHER SCHOOL ACTIVITIES, AS WELL AS ENCOURAGING PARENT AND TEACHER INVOLVEMENT IN ALL SCHOOL FUNCTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010216
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IRS990EZ/TotalRevenueAmt018601
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01407
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt036707
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019597
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IRS990ScheduleA/Total509Grp/TotalAmt036707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019597
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0270
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COLOR RUN
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014300
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0270
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PUBLICITY EXPENSE 64 FL ANNUAL REPORT 61 STUDENT APPRECIATION 2,646 TEACHER APPRECIATION WEEK 1,538 STAFF APPRECIATION 219 STUDENT SCHOLARSHIPS 250 TEACHER GRANTS 1,768 PROMETHEAN BOARD 3,299 SUPPLIES (LYSOL WIPES) 371 TOTAL 10,216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PTO SUPPORTS THE ELEMENTARY SCHOOL BY PROVIDING FUNDS FOR SCHOOL AND CLASSROOM SUPPLIES, AWARDS, PROGRAMS, AND OTHER SCHOOL ACTIVITIES, AS WELL AS ENCOURAGING PARENT AND TEACHER INVOLVEMENT IN ALL SCHOOL FUNCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/Filer/PhoneNum08634128871
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE WALES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerPersonGrp/PhoneNum08636767981
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM M JACOBS
ReturnHeader/ReturnTs02020-11-02T06:26:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,185
Liabilities
-
Net assets
$43,185
Revenue
$18,601
Expenses
$10,216
Net income
$8,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$71.3$71.3$33.1$38.7$5.61
2024Detailed filing. Detailed filing data is available for this year.$76.9$76.9$33.9$18.0$15.9
2023Detailed filing. Detailed filing data is available for this year.$61.1$61.1$33.1$20.5$12.6
2022Detailed filing. Detailed filing data is available for this year.$48.5$48.5$30.8$21.3$9.47
2021Detailed filing. Detailed filing data is available for this year.$39.0$39.0$14.4$18.6$4.20
2020Detailed filing. Detailed filing data is available for this year.$43.2$43.2$18.6$10.2$8.39
2019Detailed filing. Detailed filing data is available for this year.$34.8$34.8$16.4$13.3$3.03