Civic Intelligence

Annie Lucy Williams Elementary PTO

990EZ • Fiscal year 2023 • EIN 56-2659786

Aug 01, 2022 to Jul 31, 2023 • Filed on Sep 25, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

58th percentile

7.5%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

79th percentile

30%

Faster asset growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

327%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$36,863

Up $8,576 (+30%) from 2022

Net Assets

Up

$36,863

Up $8,576 (+30%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin58th percentile

Revenue

Up

$114,140

Up $87,406 (+327%) from 2022

Expenses

Up

$105,564

Up $87,059 (+470%) from 2022

Net Income

Up

$8,576

Up $347 (+4.2%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2023

Assets$36,863
Liabilities$0
Net Assets$36,863
Open 2023 Filing

Operations Trend

Revenue Growth97th 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

2023

Revenue$114,140
Expenses$105,564
Net Income$8,576
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Sep 25, 2023
Return Version
2022v5.0
Gross Receipts
$124,053
Mission and Program Overview

Mission

Support school students and programs

Program Services

DescriptionGrantsExpenses
Classroom and Teacher Supplies--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura StephensonVice PresidentPT$0--
Alyssa Ward2nd VPPT$0--
Tiffany WachtmanSecretaryPT$0--
Jessie ArendallTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Store----
Walk-A-Thon----
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
Kathy McCann
Title
President
Phone
9417488299
Signed
2023-09-25
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

Description of other revenue Part I line 8

“Description AmountMiscellaneous Revenue 29”

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 5,100Activity Booster Funding Grantee Williams Elementary Street 3404 Fort Hamer Rd City, State, Zip Parrish, FL 34219-8428Relationship PTO SCHOOL Amount 81,081”

Description of other expenses Part I line 16

“Description AmountBusiness Registration Fees 185Supplies 2,361Insurance 689PTO Today 109”

Raw XML Appendix162 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt015414
IRS990EZ/BooksInCareOfDetail/PersonNm0Tiffany Wachtman
IRS990EZ/BooksInCareOfDetail/PhoneNum09417618299
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03404 Fort Hamer Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Parrish
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034219
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028287
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036863
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029152
IRS990EZ/CostOfGoodsSoldAmt01786
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08576
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0625
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028287
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036863
IRS990EZ/FundraisingGrossIncomeAmt075649
IRS990EZ/GamingGrossIncomeAmt05789
IRS990EZ/GrantsAndSimilarAmountsPaidAmt086181
IRS990EZ/GrossProfitLossSlsOfInvntryAmt011648
IRS990EZ/GrossReceiptsAmt0124053
IRS990EZ/GrossSalesOfInventoryAmt013434
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028287
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036863
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028287
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036863
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laura Stephenson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alyssa Ward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tiffany Wachtman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jessie Arendall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12nd VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt03344
IRS990EZ/OtherRevenueTotalAmt029
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support school students and programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom and Teacher Supplies
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08127
IRS990EZ/SpecialEventsNetIncomeLossAmt073311
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0105564
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0114140
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037377
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt084988
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt093387
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt066936
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt055730
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt079521
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0380562
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0417939
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0114140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096612
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt066936
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055730
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt084521
IRS990ScheduleA/Total509Grp/TotalAmt0417939
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0114140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096612
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066936
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084521
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0417939
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walk-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0School Store
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMiscellaneous Revenue 29
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity TEACHER APPRECIATION Grantee MISC Street 3404 FORT HAMER RD City, State, Zip PARRISH, FL 34219-8428Relationship NONE Amount 5,100Activity Booster Funding Grantee Williams Elementary Street 3404 Fort Hamer Rd City, State, Zip Parrish, FL 34219-8428Relationship PTO SCHOOL Amount 81,081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountBusiness Registration Fees 185Supplies 2,361Insurance 689PTO Today 109
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy McCann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09417488299
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-25
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/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/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph J Zejavac
ReturnHeader/ReturnTs02023-11-08T08:35:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kathy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McCann
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,863
Liabilities
$0
Net assets
$36,863
Revenue
$114,140
Expenses
$105,564
Net income
$8,576
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
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. 2023 filings • 501(c)3 • <$500k nonprofits