Civic Intelligence

Annie Lucy Williams Elementary PTO

990EZ • Fiscal year 2024 • EIN 56-2659786

Aug 01, 2023 to Jul 31, 2024 • Filed on Nov 12, 2024

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-536%

Higher net margin than 2% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

16th percentile

-36%

Faster asset growth than 16% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-96%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$23,719

Down $13,144 (-36%) from 2023

Net Assets

Down

$23,719

Down $13,144 (-36%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$4,929

Down $109,211 (-96%) from 2023

Expenses

Down

$31,368

Down $74,196 (-70%) from 2023

Net Income

Down

-$26,439

Down $35,015 (-408%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2024

Assets$23,719
Liabilities$0
Net Assets$23,719
Open 2024 Filing

Operations Trend

Revenue Growth2nd 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

2024

Revenue$4,929
Expenses$31,368
Net Income-$26,439
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Nov 12, 2024
Return Version
2023v5.0
Gross Receipts
$26,266
Mission and Program Overview

Mission

Support school students and programs

The primary exempt purpose of our Parent Teacher Organization (PTO) is to promote the welfare of students by enhancing educational experiences, fostering communication between parents and teachers, and organizing fundraising activities to support school programs and initiatives.

Program Services

DescriptionGrantsExpenses
Classroom and Teacher Supplies$5,324$0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren StephensonVice PresidentPT$0--
Alyssa Ward2nd VPPT$0--
Tiffany WachtmanSecretaryPT$0--
Jessie ArendallTreasurerPT$0--
Kathy McCannPresidentPT$0--
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
Hilary Paisley
Title
Treasurer
Phone
9417618299
Signed
2024-11-12
Raw XML Appendix163 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/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/BOYAmt050158
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lauren Stephenson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alyssa Ward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tiffany Wachtman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jessie Arendall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kathy McCann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12nd VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The primary exempt purpose of our Parent Teacher Organization (PTO) is to promote the welfare of students by enhancing educational experiences, fostering communication between parents and teachers, and organizing fundraising activities to support school programs and initiatives.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom and Teacher Supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05324
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt01916
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1916
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031368
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt04929
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt081580
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt084988
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt093387
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt066936
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055730
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IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0414998
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0114140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt096612
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066936
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055730
IRS990ScheduleA/Total509Grp/TotalAmt0414998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0114140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt096612
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066936
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055730
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0414998
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Hilary Paisley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09417618299
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-12-10T12:59:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,719
Liabilities
$0
Net assets
$23,719
Revenue
$4,929
Expenses
$31,368
Net income
-$26,439
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
2024Detailed filing. Detailed filing data is available for this year.$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. 2024 filings • 501(c)3 • <$500k nonprofits