Civic Intelligence

Hillcrest Elementary Parent

990EZ • Fiscal year 2021 • EIN 36-4556458

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 10, 2021

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

(863) 412-8871

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

16th percentile

-29%

Higher net margin than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

50th percentile

5.8%

Faster asset growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

41st percentile

-6.3%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$38,988

Down $4,197 (-9.7%) from 2020

Net Assets

Down

$38,988

Down $4,197 (-9.7%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$14,355

Down $4,246 (-23%) from 2020

Expenses

Up

$18,552

Up $8,336 (+82%) from 2020

Net Income

Down

-$4,197

Down $12,582 (-150%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

2021

Assets$38,988
Liabilities-
Net Assets$38,988
Open 2021 Filing

Operations Trend

Revenue Growth41st percentile

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

2021

Revenue$14,355
Expenses$18,552
Net Income-$4,197
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$14,889
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-$18,454
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLY WINDHAMPresidentPT$0--
TYECHIA JOHNSONVice PresidePT$0--
AMBREY WILLIAMSTreasurerPT$0--
BETTY FINNELLSecretaryPT$0--
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
2021-11-10
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 37 fl annual report 61 student appreciation 2,643 teacher appreciation week 4,671 staff appreciation 228 teacher grants 2,480 new golf cart 4,658 new dance floor 2,914 golf cart maintenance 860 total 18,552”

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 Appendix136 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0SHELLY WINDHAM
CompensationExplanation/CompensationExplanationGrp/PersonNm1TYECHIA JOHNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm2AMBREY WILLIAMS
CompensationExplanation/CompensationExplanationGrp/PersonNm3BETTY FINNELL
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0AMBREY WILLIAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum08634128871
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01748 HIGHLAND PARK DR S
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE WALES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033898
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043185
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038988
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03160
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4197
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043185
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038988
IRS990EZ/FundraisingGrossIncomeAmt011055
IRS990EZ/GrossReceiptsAmt014889
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0674
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043185
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038988
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043185
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038988
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHELLY WINDHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TYECHIA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMBREY WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETTY FINNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018552
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018454
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0534
IRS990EZ/SpecialEventsNetIncomeLossAmt010521
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018552
IRS990EZ/TotalProgramServiceExpensesAmt018454
IRS990EZ/TotalRevenueAmt014355
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01407
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06461
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011729
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt045135
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt051596
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014889
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019597
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017110
IRS990ScheduleA/Total509Grp/TotalAmt051596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014889
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt019597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017110
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt051596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PUBLICITY EXPENSE 37 FL ANNUAL REPORT 61 STUDENT APPRECIATION 2,643 TEACHER APPRECIATION WEEK 4,671 STAFF APPRECIATION 228 TEACHER GRANTS 2,480 NEW GOLF CART 4,658 NEW DANCE FLOOR 2,914 GOLF CART MAINTENANCE 860 TOTAL 18,552
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMBREY WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08634128871
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HILLCREST ELEMENTARY PARENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TEACHER ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HILL
ReturnHeader/Filer/EIN0364556458
ReturnHeader/Filer/PhoneNum08634128871
ReturnHeader/Filer/USAddress/AddressLine1Txt01051 STATE ROAD 60 EAST
ReturnHeader/Filer/USAddress/CityNm0LAKE WALES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033853
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0590673514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUNTING TRIPP & INGLEY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 EAST TILLMAN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE WALES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0338533714
ReturnHeader/PreparerPersonGrp/PhoneNum08636767981
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM M JACOBS
ReturnHeader/ReturnTs02021-11-10T07:33:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMBREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,988
Liabilities
-
Net assets
$38,988
Revenue
$14,355
Expenses
$18,552
Net income
-$4,197
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