Civic Intelligence

Annie Lucy Williams Elementary PTO

990EZ • Fiscal year 2018 • EIN 56-2659786

Aug 01, 2017 to Jul 31, 2018 • Filed on Oct 05, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

12th percentile

-40%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$13,245

Down $8,751 (-40%) from 2017

Net Assets

Down

$13,245

Down $8,751 (-40%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin17th percentile

Revenue

Down

$48,236

Down $13,022 (-21%) from 2017

Expenses

Down

$56,987

Down $3,534 (-5.8%) from 2017

Net Income

Down

-$8,751

Down $9,488 (-1287%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2018

Assets$13,245
Liabilities$0
Net Assets$13,245
Open 2018 Filing

Operations Trend

Revenue Growth23rd 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

2018

Revenue$48,236
Expenses$56,987
Net Income-$8,751
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Oct 5, 2018
Return Version
2017v2.2
Gross Receipts
$80,093
Mission and Program Overview

Mission

Support school students and programs

Program Services

DescriptionGrantsExpenses
Classroom and Teacher Supplies-$10,092
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura StephensonPresidentPT$0--
Michelle Yazzetti1st Vice PresidentPT$0--
Lyndsey Morris2nd Vice PresidentPT$0--
Christina JulianoTreasurerPT$0--
Leslie JohnsonSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$84,677$84,677-$84,677
School Store$8,580$8,580-$8,580
Total Events$93,257$93,257-$93,257
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
2018-10-05
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 BOOSTERTHON Grantee WILLIAMS ELEMENTARY Street 3404 FORT HAMER RD City, State, Zip PARRISH, FL 34219-8428Relationship NONE Amount 46,425”

Description of other expenses Part I line 16

“Description AmountBusiness Registration Fees 61Membership and Dues 716Other Miscellaneous 323Supplies 794Bank Service Charges 51”

Raw XML Appendix169 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/BenefitsPaidToOrForMembersAmt07687
IRS990EZ/BooksInCareOfDetail/PersonNm0Christina Juliano
IRS990EZ/BooksInCareOfDetail/PhoneNum09417618299
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04903 132nd Ave E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Parrish
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034219
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021996
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013245
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8751
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0745
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021996
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013245
IRS990EZ/FundraisingGrossIncomeAmt080093
IRS990EZ/GrantsAndSimilarAmountsPaidAmt046425
IRS990EZ/GrossReceiptsAmt080093
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021996
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013245
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021996
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013245
IRS990EZ/OccupancyRentUtltsAndMaintAmt053
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/PersonNm0Laura Stephenson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michelle Yazzetti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lyndsey Morris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Christina Juliano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Leslie Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01945
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support school students and programs
IRS990EZ/PrintingPublicationsPostageAmt0132
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom and Teacher Supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010092
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031857
IRS990EZ/SpecialEventsNetIncomeLossAmt048236
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056987
IRS990EZ/TotalProgramServiceExpensesAmt010092
IRS990EZ/TotalRevenueAmt048236
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03685
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0113123
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt076163
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt044755
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt036333
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt033958
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0304332
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0308017
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0113123
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076163
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047888
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034258
IRS990ScheduleA/Total509Grp/TotalAmt0308017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0113123
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076163
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt036585
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034258
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0308017
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0School Store
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt084677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt093257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt084677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt093257
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt093257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity BOOSTERTHON Grantee WILLIAMS ELEMENTARY Street 3404 FORT HAMER RD City, State, Zip PARRISH, FL 34219-8428Relationship NONE Amount 46,425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBusiness Registration Fees 61Membership and Dues 716Other Miscellaneous 323Supplies 794Bank Service Charges 51
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINA JULIANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09417488299
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-05
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/AtSubmissionCreationDeviceId0D94401A07C68A11C5EDD23C9FE11B0E17FA94BCE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D94401A07C68A11C5EDD23C9FE11B0E17FA94BCE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06518302019059tmygfg0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-02-28
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.206.46.64
ReturnHeader/FilingSecurityInformation/IPDt02019-02-28
ReturnHeader/FilingSecurityInformation/IPTm013:25:43
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/PreparationDt02019-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph J Zejavac
ReturnHeader/ReturnTs02019-02-28T13:26:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,245
Liabilities
$0
Net assets
$13,245
Revenue
$48,236
Expenses
$56,987
Net income
-$8,751
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
2018Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits