Civic Intelligence

Annie Lucy Williams Elementary PTO

990EZ • Fiscal year 2017 • EIN 56-2659786

Aug 01, 2016 to Jul 31, 2017 • Filed on Nov 13, 2017

Organization ProfileWww.williamselementarypto.com
3404 Fort Hamer RdParrish, FL 34219

(941) 761-8299

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

45th percentile

1.2%

Higher net margin than 45% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

52nd percentile

3.5%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

95th percentile

159%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$21,996

Up $737 (+3.5%) from 2016

Net Assets

$21,996

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin45th percentile

Revenue

Up

$61,258

Up $37,614 (+159%) from 2016

Expenses

Up

$60,521

Up $43,352 (+253%) from 2016

Net Income

Down

$737

Down $5,738 (-89%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$40K$30K$20K$10K$0Assets 2012: $5,904Liabilities 2012: $02012Assets 2013: $13,945Liabilities 2013: $02013Assets 2014: $13,906Liabilities 2014: $0Net Assets 2014: $13,9062014Assets 2016: $21,259Liabilities 2016: $02016Assets 2017: $21,996Liabilities 2017: $0Net Assets 2017: $21,9962017Assets 2018: $13,245Liabilities 2018: $0Net Assets 2018: $13,2452018Assets 2019: $25,068Liabilities 2019: $0Net Assets 2019: $25,0682019Assets 2020: $23,149Liabilities 2020: $0Net Assets 2020: $23,1492020Assets 2021: $20,058Liabilities 2021: $0Net Assets 2021: $20,0582021Assets 2022: $28,287Liabilities 2022: $0Net Assets 2022: $28,2872022Assets 2023: $36,863Liabilities 2023: $0Net Assets 2023: $36,8632023Assets 2024: $23,719Liabilities 2024: $0Net Assets 2024: $23,7192024Assets 2025: $29,725Liabilities 2025: $0Net Assets 2025: $29,7252025

Highlighted filing

2017

Assets$21,996
Liabilities$0
Net Assets$21,996
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $27,186Expenses 2012: $21,810Net Income 2012: $5,3762012Revenue 2013: $29,602Expenses 2013: $21,561Net Income 2013: $8,0412013Revenue 2014: $24,025Expenses 2014: $24,064Net Income 2014: -$392014Revenue 2016: $23,644Expenses 2016: $17,169Net Income 2016: $6,4752016Revenue 2017: $61,258Expenses 2017: $60,521Net Income 2017: $7372017Revenue 2018: $48,236Expenses 2018: $56,987Net Income 2018: -$8,7512018Revenue 2019: $26,651Expenses 2019: $14,828Net Income 2019: $11,8232019Revenue 2020: $10,528Expenses 2020: $12,447Net Income 2020: -$1,9192020Revenue 2021: $14,941Expenses 2021: $18,032Net Income 2021: -$3,0912021Revenue 2022: $26,734Expenses 2022: $18,505Net Income 2022: $8,2292022Revenue 2023: $114,140Expenses 2023: $105,564Net Income 2023: $8,5762023Revenue 2024: $4,929Expenses 2024: $31,368Net Income 2024: -$26,4392024Revenue 2025: $71,845Expenses 2025: $65,839Net Income 2025: $6,0062025

Highlighted filing

2017

Revenue$61,258
Expenses$60,521
Net Income$737
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$76,173
Mission and Program Overview

Mission

Support school students and programs

Program Services

DescriptionGrantsExpenses
Classroom and Teacher Supplies-$72,583
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicole GabbardPresidentPT$0--
Nancy Fetzner1st Vice PresidentPT$0--
Laura StephensonSecretaryPT$0--
Christina JulianoTreasurerPT$0--
Lyndsey Morris2nd Vice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Poinsettias----
WinterFest----
Filing and Contact Details

Filer

Filer Name
Annie Lucy Williams Elementary PTO
EIN
56-2659786
Address
3404 Fort Hamer Rd, Parrish, FL 34219

Signing Officer

Name
Christina Juliano
Title
Treasurer
Phone
9417488299
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Accounting Connections LLC
Address
7322 Manatee Ave W 252, Bradenton, FL 34209
Preparer
Joseph J Zejavac
Phone
9417488299
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity TEACHER APPRECIATION Grantee MISC Street 3404 FORT HAMER RD City, State, Zip PARRISH, FL 34219-8428Relationship NONE Amount 4,048Activity BOOSTERTHON Grantee WILLIAMS ELEMENTARY Street 3404 FORT HAMMER RD City, State, Zip Parrish, FL 34219-8428Relationship SCHOOL Amount 52,109”

Description of other expenses Part I line 16

“Description AmountBusiness Registration Fees 61Bank Service Charges 18Other Miscellaneous 722”

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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt01511
IRS990EZ/BooksInCareOfDetail/PersonNm0Christina Juliano
IRS990EZ/BooksInCareOfDetail/PhoneNum09417618299
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03404 Fort Hamer Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Parrish
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034219
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021259
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021996
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0737
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0595
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021259
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021996
IRS990EZ/FundraisingGrossIncomeAmt076173
IRS990EZ/GrantsAndSimilarAmountsPaidAmt056157
IRS990EZ/GrossReceiptsAmt076173
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021259
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021996
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021259
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021996
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nicole Gabbard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nancy Fetzner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Laura Stephenson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Christina Juliano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lyndsey Morris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42nd Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0801
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support school students and programs
IRS990EZ/PrintingPublicationsPostageAmt01457
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom and Teacher Supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt072583
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014915
IRS990EZ/SpecialEventsNetIncomeLossAmt061258
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060521
IRS990EZ/TotalProgramServiceExpensesAmt072583
IRS990EZ/TotalRevenueAmt061258
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03685
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt076172
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt044755
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt036333
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt033958
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt049515
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0240733
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0244418
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076172
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047888
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049515
IRS990ScheduleA/Total509Grp/TotalAmt0244418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036585
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034258
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt049515
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0244418
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Poinsettias
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WinterFest
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity TEACHER APPRECIATION Grantee MISC Street 3404 FORT HAMER RD City, State, Zip PARRISH, FL 34219-8428Relationship NONE Amount 4,048Activity BOOSTERTHON Grantee WILLIAMS ELEMENTARY Street 3404 FORT HAMMER RD City, State, Zip Parrish, FL 34219-8428Relationship SCHOOL Amount 52,109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBusiness Registration Fees 61Bank Service Charges 18Other Miscellaneous 722
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christina Juliano
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09417488299
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Annie Lucy Williams Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0ANNI
ReturnHeader/Filer/EIN0562659786
ReturnHeader/Filer/USAddress/AddressLine1Txt03404 Fort Hamer Rd
ReturnHeader/Filer/USAddress/CityNm0Parrish
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034219
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09FB9348E91A2C1E3365E880D88A99DDFE01F7513
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09FB9348E91A2C1E3365E880D88A99DDFE01F7513
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06518302018050zpoucrk
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-19
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.122.20.66
ReturnHeader/FilingSecurityInformation/IPDt02018-02-19
ReturnHeader/FilingSecurityInformation/IPTm020:19:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202628848
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting Connections LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07322 Manatee Ave W 252
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bradenton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034209
ReturnHeader/PreparerPersonGrp/PhoneNum09417488299
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph J Zejavac
ReturnHeader/ReturnTs02018-02-19T20:16:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
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
$21,996
Liabilities
$0
Net assets
$21,996
Revenue
$61,258
Expenses
$60,521
Net income
$737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits