Annie Lucy Williams Elementary PTO

990EZ • Fiscal year 2014 • EIN 56-2659786

Aug 01, 2013 to Jul 31, 2014 • Filed on Apr 14, 2014

Organization Profile Www.williamselementarypto.com

3404 Fort Hamer Rd34219

(941) 761-8299

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-0.2%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-0.3%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

-19%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$13,906

Down $39 (-0.3%) from 2013

Net Assets

$13,906

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin40th percentile

Revenue

Down

$24,025

Down $5,577 (-19%) from 2013

Expenses

$24,064

Up $2,503 (+12%) from 2013

Net Income

Down

-$39

Down $8,080 (-100%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

Highlighted filing

2014

Assets$13,906

Liabilities$0

Net Assets$13,906

Open 2014 Filing

Operations Trend

Revenue Growth23rd percentile

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

Highlighted filing

2014

Revenue$24,025

Expenses$24,064

Net Income-$39

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2013 to Jul 31, 2014
Signed: Apr 14, 2014
Return Version: 2013v3.1
Gross Receipts: $33,958

Mission and Program Overview

Mission

Support school students and programs

Program Services

Description	Grants	Expenses
Classroom and Teacher Supplies	-	-

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Kim Walters	President	PT	$0	-	-
Nancy McLean	Vice President	PT	$0	-	-
Donel Beals	Secretary	PT	$0	-	-
Holly Keen	Treasurer	PT	$0	-	-
Allison Nelson	2nd Vice President	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$15,579	$15,579	$1,214	$14,365
Total Events	$15,579	$15,579	$1,330	$14,249

Filing and Contact Details

Filer

EIN: 56-2659786

Signing Officer

Name: Kim Walters
Title: President
Phone: 9417618299
Signed: 2014-04-14
Discuss with paid preparer: Yes

Preparer

Preparer: Joseph J Zejavac EA
Phone: 9417488299

Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Relationship NONE Amount 3,093Relationship NONE”

Description of other expenses Part I line 16

“Description AmountBank Charges 27Insurance 355Other Miscellaneous 9Business Registration Fees 161Advertising 228Other Costs 1,017”

Raw XML Appendix164 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Holly Keen
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	9417618299
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	3404 Fort Hamer Rd
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Parrish
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	34219
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	13945
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	13906
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	300
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-39
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	595
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	13945
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	13906
IRS990EZ/FundraisingGrossIncomeAmt	0	33658
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	3093
IRS990EZ/GrossReceiptsAmt	0	33958
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	13945
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	13906
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	13945
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	13906
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Kim Walters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Nancy McLean
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Donel Beals
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Holly Keen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	Allison Nelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	2nd Vice President
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	1797
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	Support school students and programs
IRS990EZ/PrintingPublicationsPostageAmt	0	18279
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Classroom and Teacher Supplies
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	9933
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	23725
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	24064
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	24025
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	50
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	5576
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	6026
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt	0	33958
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt	0	49515
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt	0	29546
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt	0	54629
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt	0	50586
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt	0	218234
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	224260
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	34258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	49515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	29596
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	54729
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	56162
IRS990ScheduleA/Total509Grp/TotalAmt	0	224260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	34258
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	49515
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	29596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	54729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	56162
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	224260
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	1330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	15579
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	15579
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	15579
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	15579
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	Walk A Thon
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	14249
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	1214
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	1214
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt	0	116
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt	0	116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Relationship NONE Amount 3,093Relationship NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description AmountBank Charges 27Insurance 355Other Miscellaneous 9Business Registration Fees 161Advertising 228Other Costs 1,017
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Description of other expenses Part I line 16
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Kim Walters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9417618299
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Annie Lucy Williams Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt	0	ANNI
ReturnHeader/Filer/EIN	0	562659786
ReturnHeader/Filer/USAddress/AddressLine1	0	3404 Fort Hamer Rd
ReturnHeader/Filer/USAddress/City	0	Parrish
ReturnHeader/Filer/USAddress/State	0	FL
ReturnHeader/Filer/USAddress/ZIPCode	0	34219
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	202628848
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Accounting Connections LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	7322 Manatee Ave W 252
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Bradenton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	34209
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9417488299
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Joseph J Zejavac EA
ReturnHeader/ReturnTs	0	2014-11-05T15:40:59-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-08-01
ReturnHeader/TaxPeriodEndDt	0	2014-07-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $13,906
Liabilities: $0
Net assets: $13,906
Revenue: $24,025
Expenses: $24,064
Net income: -$39

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.30	$0.00	$0.30	$0.72	$0.66	$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.24	$0.00	$0.24	$0.05	$0.31	$0.26
2023Detailed filing. Detailed filing data is available for this year.	$0.37	$0.00	$0.37	$1.14	$1.06	$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.28	$0.00	$0.28	$0.27	$0.19	$0.08
2021Detailed filing. Detailed filing data is available for this year.	$0.20	$0.00	$0.20	$0.15	$0.18	$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.23	$0.00	$0.23	$0.11	$0.12	$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.25	$0.00	$0.25	$0.27	$0.15	$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.13	$0.00	$0.13	$0.48	$0.57	$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.22	$0.00	$0.22	$0.61	$0.61	$0.01
2016Summary only. Only limited summary data is available for this year.	$0.21	$0.00		$0.24	$0.17	$0.06
2014Detailed filing. Detailed filing data is available for this year.	$0.14	$0.00	$0.14	$0.24	$0.24	$0.00
2013Summary only. Only limited summary data is available for this year.	$0.14	$0.00		$0.30	$0.22	$0.08
2012Summary only. Only limited summary data is available for this year.	$0.06	$0.00		$0.27	$0.22	$0.05