Civic Intelligence

Hillcrest Elementary Parent

990EZ • Fiscal year 2022 • EIN 36-4556458

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 09, 2023

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

(863) 678-4216

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

115%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$48,462

Up $9,474 (+24%) from 2021

Net Assets

Up

$48,462

Up $9,474 (+24%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Up

$30,793

Up $16,438 (+115%) from 2021

Expenses

Up

$21,319

Up $2,767 (+15%) from 2021

Net Income

Up

$9,474

Up $13,671 (+326%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2022

Assets$48,462
Liabilities-
Net Assets$48,462
Open 2022 Filing

Operations Trend

Revenue Growth85th 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

2022

Revenue$30,793
Expenses$21,319
Net Income$9,474
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 9, 2023
Return Version
2021v4.0
Gross Receipts
$31,518
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-$20,391
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLY WINDHAMPresidentPT$0--
TYECHIA JOHNSONVice PresidePT$0--
LACEY LAWSONTreasurer 22PT$0--
BETTY FINNELLSecretaryPT$0--
AMBREY WILLIAMSTreasurer 21PT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run$11,403$11,403-$11,403
Read a Thon$6,450$6,450$516$5,934
Total Events$17,853$17,853$516$17,337
Filing and Contact Details

Filer

Filer Name
Hillcrest Elementary Parent
EIN
36-4556458
Phone
8636784216
Address
1051 STATE ROAD 60 EAST, LAKE WALES, FL 33853

Signing Officer

Name
Lacey Lawson
Title
Treasurer 22/23
Signed
2023-03-09
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 fl annual report 70 pto supplies 858 student appreciation 1,860 teacher appreciation week 3,816 staff appreciation 932 teacher grants 3,200 new mac book 3,488 5th grade graduation 200 student school supplies 3,949 reading incentives 1,100 eoy awards 1,846 total 21,319”

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 Appendix151 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LACEY LAWSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08636784216
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02725 TIGER CREEK TRAIL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE WALES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033898
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038988
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048462
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09129
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09474
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038988
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048462
IRS990EZ/FundraisingGrossIncomeAmt020397
IRS990EZ/GrossReceiptsAmt031518
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01992
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038988
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048462
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038988
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048462
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHELLY WINDHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TYECHIA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LACEY LAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETTY FINNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMBREY WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER 22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER 21
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021319
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/ProgramServiceExpensesAmt020391
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0725
IRS990EZ/SpecialEventsNetIncomeLossAmt019672
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021319
IRS990EZ/TotalProgramServiceExpensesAmt020391
IRS990EZ/TotalRevenueAmt030793
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01407
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015590
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022389
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011729
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt017703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt067524
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt083114
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014889
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019597
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt017110
IRS990ScheduleA/Total509Grp/TotalAmt083114
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014889
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt019597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt017110
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt083114
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0516
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COLOR RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READ A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017853
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017337
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0516
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FL ANNUAL REPORT 70 PTO SUPPLIES 858 STUDENT APPRECIATION 1,860 TEACHER APPRECIATION WEEK 3,816 STAFF APPRECIATION 932 TEACHER GRANTS 3,200 NEW MAC BOOK 3,488 5TH GRADE GRADUATION 200 STUDENT SCHOOL SUPPLIES 3,949 READING INCENTIVES 1,100 EOY AWARDS 1,846 TOTAL 21,319
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LACEY LAWSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER 22/23
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HILLCREST ELEMENTARY PARENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TEACHER ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HILL
ReturnHeader/Filer/EIN0364556458
ReturnHeader/Filer/PhoneNum08636784216
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/PreparationDt02023-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM M JACOBS
ReturnHeader/ReturnTs02023-03-09T14:43:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LACEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAWSON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,462
Liabilities
-
Net assets
$48,462
Revenue
$30,793
Expenses
$21,319
Net income
$9,474
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