Civic Intelligence

Independence Elementary PTO Inc.

990EZ • Fiscal year 2016 • EIN 47-4233274

Jun 01, 2015 to May 31, 2016 • Filed on Feb 13, 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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$25,020

No earlier filing loaded for comparison.

Net Assets

$25,020

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

$62,003

No earlier filing loaded for comparison.

Expenses

$36,983

No earlier filing loaded for comparison.

Net Income

$25,020

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2016

Assets$25,020
Liabilities-
Net Assets$25,020
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue$62,003
Expenses$36,983
Net Income$25,020
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Feb 13, 2017
Return Version
2015v3.0
Gross Receipts
$62,003
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.-$36,983
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMBER HUSTONCo-PresidentPT$0--
CHRISTI JOHANNEMANCo-PresidentPT$0--
HOLLY WAHLTreasurerPT$0--
DANIELLE TALIAFERROSecretaryPT$0--
CELESTE FRUCTECo-Vice PresPT$0--
JULIA WALKERCo-Vice PresPT$0--
KELLY BRADYGrade LevelPT$0--
JENNIFER WILSONGrade LevelPT$0--
MONICA KOZACKCo-PresidentPT$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 Huston
Title
Co-president
Signed
2017-02-13
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 776 625 bank fees 492 computer 109 dues and memberships 199 hospitality 1,510 materials 19,267 pto meeting expense 512 recognition & appreciatio 4,768 start up expenses 1,144 supplies 7,437 total 36,839”

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 Appendix121 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/BooksInCareOfDetail/USAddress/CityNm0WINTER GARDEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMBER HUSTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOLLY WAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIELLE TALIAFERRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CELESTE FRUCTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIA WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KELLY BRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFER WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MONICA KOZACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6GRADE LEVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7GRADE LEVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CO-PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036839
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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/PrintingPublicationsPostageAmt0144
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036983
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036983
IRS990EZ/TotalProgramServiceExpensesAmt036983
IRS990EZ/TotalRevenueAmt062003
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 776 625 BANK FEES 492 COMPUTER 109 DUES AND MEMBERSHIPS 199 HOSPITALITY 1,510 MATERIALS 19,267 PTO MEETING EXPENSE 512 RECOGNITION & APPRECIATIO 4,768 START UP EXPENSES 1,144 SUPPLIES 7,437 TOTAL 36,839
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
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ReturnHeader/Filer/USAddress/AddressLine1Txt06255 NEW INDEPENDENCE PARKWAY
ReturnHeader/Filer/USAddress/CityNm0WINTER GARDEN
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05401 S KIRKMAN RD STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerPersonGrp/PhoneNum04075362033
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M COLE CPA
ReturnHeader/ReturnTs02017-02-14T14:09:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,020
Liabilities
-
Net assets
$25,020
Revenue
$62,003
Expenses
$36,983
Net income
$25,020
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