Civic Intelligence

Independence Elementary PTO Inc.

990EZ • Fiscal year 2019 • EIN 47-4233274

Jun 01, 2018 to May 31, 2019 • Filed on Aug 17, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

93rd percentile

137%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$67,685

Up $39,075 (+137%) from 2018

Net Assets

Up

$67,685

Up $39,075 (+137%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Down

$124,823

Down $14,530 (-10%) from 2018

Expenses

Down

$85,748

Down $55,468 (-39%) from 2018

Net Income

Up

$39,075

Up $40,938 (+2197%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2019

Assets$67,685
Liabilities-
Net Assets$67,685
Open 2019 Filing

Operations Trend

Revenue Growth33rd 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

2019

Revenue$124,823
Expenses$85,748
Net Income$39,075
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Aug 17, 2019
Return Version
2018v3.2
Gross Receipts
$124,823
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.-$85,748
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMBER HUSTONTreasurer-$0--
CHRISTI JOHANNEMANParent/Teach-$0--
DANIELLE TALIAFERROPresident-$0--
AMANDA PIKESecretary-$0--
CHRISTINA WELLSVice Preside-$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
Treasurer
Signed
2019-08-17
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 739 hospitality 9,796 materials 46,929 pto meeting expense 4,612 recognition & appreciatio 21,672 donations 2,000 total 85,748”

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 Appendix112 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/PersonNm1CHRISTI JOHANNEMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt085748
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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/ProgramServiceExpensesAmt085748
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt085748
IRS990EZ/TotalProgramServiceExpensesAmt085748
IRS990EZ/TotalRevenueAmt0124823
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 739 HOSPITALITY 9,796 MATERIALS 46,929 PTO MEETING EXPENSE 4,612 RECOGNITION & APPRECIATIO 21,672 DONATIONS 2,000 TOTAL 85,748
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/BuildTS02020-11-19 02:30:22Z
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ReturnHeader/Filer/EIN0474233274
ReturnHeader/Filer/USAddress/AddressLine1Txt06255 NEW INDEPENDENCE PARKWAY
ReturnHeader/Filer/USAddress/CityNm0WINTER GARDEN
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.43.227.90
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:06:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010852710
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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/PreparationDt02020-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M COLE CPA
ReturnHeader/ReturnTs02020-08-17T16:06:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,685
Liabilities
-
Net assets
$67,685
Revenue
$124,823
Expenses
$85,748
Net income
$39,075
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