Civic Intelligence

Independence Elementary PTO Inc.

990EZ • Fiscal year 2017 • EIN 47-4233274

Jun 01, 2016 to May 31, 2017 • Filed on Nov 14, 2017

Organization ProfileN/A
6255 New Independence ParkwayWinter Garden, FL 34787

(407) 536-2033

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-24%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,473

Up $5,453 (+22%) from 2016

Net Assets

Up

$30,473

Up $5,453 (+22%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Down

$47,375

Down $14,628 (-24%) from 2016

Expenses

Up

$41,922

Up $4,939 (+13%) from 2016

Net Income

Down

$5,453

Down $19,567 (-78%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$80K$60K$40K$20K$0Assets 2016: $25,020Net Assets 2016: $25,0202016Assets 2017: $30,473Net Assets 2017: $30,4732017Assets 2018: $28,610Net Assets 2018: $28,6102018Assets 2019: $67,685Net Assets 2019: $67,6852019Assets 2022: $29,796Liabilities 2022: $0Net Assets 2022: $29,7962022Assets 2024: $21,720Liabilities 2024: $0Net Assets 2024: $21,7202024

Highlighted filing

2017

Assets$30,473
Liabilities-
Net Assets$30,473
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $62,003Expenses 2016: $36,983Net Income 2016: $25,0202016Revenue 2017: $47,375Expenses 2017: $41,922Net Income 2017: $5,4532017Revenue 2018: $139,353Expenses 2018: $141,216Net Income 2018: -$1,8632018Revenue 2019: $124,823Expenses 2019: $85,748Net Income 2019: $39,0752019Revenue 2022: $52,614Expenses 2022: $47,865Net Income 2022: $4,7492022Revenue 2024: $72,010Expenses 2024: $78,553Net Income 2024: -$6,5432024

Highlighted filing

2017

Revenue$47,375
Expenses$41,922
Net Income$5,453
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$47,375
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school and community and to bring closer the relationship of home and school so that parents and teachers may cooperate together in the education of the child.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL AND COMMUNITY AND TO BRING CLOSER THE RELATIONSHIP OF HOME AND SCHOOL SO THAT PARENTS AND TEACHERS MAY COOPERATE TOGETHER IN THE EDUCATION OF THE CHILD.-$41,922
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMBER PUNGATreasurerPT$0--
CHRISTI JOHANNEMANVice-PresidePT$0--
DANIELLE TALIAFERROSecretaryPT$0--
KELLY BRADYGrade LevelPT$0--
MONICA KOZACKPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Independence Elementary Pto Inc
EIN
47-4233274
Address
6255 NEW INDEPENDENCE PARKWAY, WINTER GARDEN, FL 34787

Signing Officer

Name
Amber Punga
Title
Treasurer
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
David M Cole CPA LLC
Address
5401 S KIRKMAN RD STE 700, ORLANDO, FL 32819-7911
Preparer
David M Cole CPA
Phone
4075362033
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses hospitality 2,534 materials 31,972 pto meeting expense 1,054 recognition & appreciatio 6,362 total 41,922”

Form 990-ez, Part III

“To promote the welfare of children and youth in home, school and community and to bring closer the relationship of home and school so that parents and teachers may cooperate together in the education of the child.”

Raw XML Appendix107 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/PersonNm0MONICA S KOZAK
IRS990EZ/BooksInCareOfDetail/PhoneNum04075362033
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06255 NEW INDEPENDENCE PARKWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINTER GARDEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034787
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025020
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IRS990EZ/ContributionsGiftsGrantsEtcAmt047375
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05453
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025020
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IRS990EZ/GrossReceiptsAmt047375
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025020
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030473
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMBER PUNGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTI JOHANNEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIELLE TALIAFERRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY BRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MONICA KOZACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3GRADE LEVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041922
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL AND COMMUNITY AND TO BRING CLOSER THE RELATIONSHIP OF HOME AND SCHOOL SO THAT PARENTS AND TEACHERS MAY COOPERATE TOGETHER IN THE EDUCATION OF THE CHILD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL AND COMMUNITY AND TO BRING CLOSER THE RELATIONSHIP OF HOME AND SCHOOL SO THAT PARENTS AND TEACHERS MAY COOPERATE TOGETHER IN THE EDUCATION OF THE CHILD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041922
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041922
IRS990EZ/TotalProgramServiceExpensesAmt041922
IRS990EZ/TotalRevenueAmt047375
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES HOSPITALITY 2,534 MATERIALS 31,972 PTO MEETING EXPENSE 1,054 RECOGNITION & APPRECIATIO 6,362 TOTAL 41,922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL AND COMMUNITY AND TO BRING CLOSER THE RELATIONSHIP OF HOME AND SCHOOL SO THAT PARENTS AND TEACHERS MAY COOPERATE TOGETHER IN THE EDUCATION OF THE CHILD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMBER PUNGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENCE ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0474233274
ReturnHeader/Filer/USAddress/AddressLine1Txt06255 NEW INDEPENDENCE PARKWAY
ReturnHeader/Filer/USAddress/CityNm0WINTER GARDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034787
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0130640A408EA54F534D0287009094A4712C4E5DA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0130640A408EA54F534D0287009094A4712C4E5DA
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010852710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID M COLE CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05401 S KIRKMAN RD STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0328197911
ReturnHeader/PreparerPersonGrp/PhoneNum04075362033
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M COLE CPA
ReturnHeader/ReturnTs02017-11-15T19:14:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,473
Liabilities
-
Net assets
$30,473
Revenue
$47,375
Expenses
$41,922
Net income
$5,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.72$0.79$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.53$0.48$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.68$1.25$0.86$0.39
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.39$1.41$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.47$0.42$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.62$0.37$0.25