Civic Intelligence

Lake Windward Elementary PTA

EIN 58-1858071 • 501(c)3 • Alpharetta, GA

Profile

Teacher and Student enrichment

11770 East Fox RoadAlpharetta, GA 30005

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

24th percentile

-18%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $56,011 (-100%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Up

$86,720

Up $12,190 (+16%) from 2017

Expenses

Up

$102,516

Up $13,963 (+16%) from 2017

Net Income

Down

-$15,796

Down $1,773 (-13%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2012: $49,099Liabilities 2012: $02012Assets 2013: $60,680Liabilities 2013: $02013Assets 2014: $65,817Liabilities 2014: $02014Assets 2015: $71,984Liabilities 2015: $02015Assets 2016: $70,035Liabilities 2016: $02016Assets 2017: $56,011Liabilities 2017: $02017Assets 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities-
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $103,926Expenses 2012: $74,073Net Income 2012: $29,8532012Revenue 2013: $137,073Expenses 2013: $125,495Net Income 2013: $11,5782013Revenue 2014: $93,655Expenses 2014: $88,610Net Income 2014: $5,0452014Revenue 2015: $87,297Expenses 2015: $81,130Net Income 2015: $6,1672015Revenue 2016: $73,273Expenses 2016: $75,222Net Income 2016: -$1,9492016Revenue 2017: $74,530Expenses 2017: $88,553Net Income 2017: -$14,0232017Revenue 2018: $86,720Expenses 2018: $102,516Net Income 2018: -$15,7962018

Highlighted filing

2018

Revenue$86,720
Expenses$102,516
Net Income-$15,796
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$86,720
Expenses
$102,516
Net income
-$15,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.87$1.03$0.16
2017Summary only. Only limited summary data is available for this year.$0.56$0.00$0.75$0.89$0.14
2016Summary only. Only limited summary data is available for this year.$0.70$0.00$0.73$0.75$0.02
2015Summary only. Only limited summary data is available for this year.$0.72$0.00$0.87$0.81$0.06
2014Summary only. Only limited summary data is available for this year.$0.66$0.00$0.94$0.89$0.05
2013Summary only. Only limited summary data is available for this year.$0.61$0.00$1.37$1.25$0.12
2012Summary only. Only limited summary data is available for this year.$0.49$0.00$1.04$0.74$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Jun 9, 2018
Return Version
2017v2.2
Gross Receipts
$99,062
Mission and Program Overview

Mission

Teacher and Student enrichment

Program Services

DescriptionGrantsExpenses
SCHOOL SUPPORT AND TEACHER SUPPLEMENTS AT LAKE WINDWARD ELEMENTARY SCHOOL-$67,012
TEACHER, STUDENT AND FAMILY SUPPORT AT LAKE WINDWARD ELEMENTARY SCHOOL-$35,596
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEE FEWPresident-$0--
KARINA NEELYSecretary-$0--
SIERRA GRITZTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lake Windward Elementary PTA
EIN
58-1858071
Phone
7708618245
Address
11770 East Fox Road, Alpharetta, GA 30005

Signing Officer

Name
Sierra Gritz
Title
Treasurer
Phone
7708618245
Signed
2018-06-09

Preparer

Firm
Thomas Caulfield CPA
Address
5620 TENBURY WAY, Johns Creek, GA 30022-8115
Preparer
Thomas P Caulfield
Phone
7705591056
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Part 1 - Line 8 - Total revenue from student and family engagement 26540.”

Form 990EZ, Part I, Line 16

“Part 1 line 16 - Total expenses relating to PTA authorized expeditures 101133.”

Form 990EZ, Part I, Line 20

“Lake Windward Elementary PTA merged its operations into”

Form 990EZ, Part I, Line 20

“Lake Windward Elementary School PTO EIN 82-4826447.”

Form 990EZ, Part I, Line 20

“Ending remaining cash balance was transferred to this entity -40216.”

Raw XML Appendix179 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/PersonNm0SIERRA GRITZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07708618245
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011770 E Fox Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Alpharetta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030005
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056012
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03374
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15796
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0767
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056012
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt043030
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt099062
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt031
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026087
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056012
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056012
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ASHLEE FEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KARINA NEELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SIERRA GRITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-40216
IRS990EZ/OtherExpensesTotalAmt0101133
IRS990EZ/OtherRevenueTotalAmt026540
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Teacher and Student enrichment
IRS990EZ/PrintingPublicationsPostageAmt0616
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER, STUDENT AND FAMILY SUPPORT AT LAKE WINDWARD ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL SUPPORT AND TEACHER SUPPLEMENTS AT LAKE WINDWARD ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035596
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt167012
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012342
IRS990EZ/SpecialEventsNetIncomeLossAmt030688
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102516
IRS990EZ/TotalProgramServiceExpensesAmt0102608
IRS990EZ/TotalRevenueAmt086720
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025667
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022361
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025697
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt028625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0131811
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0169
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069570
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048811
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050883
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061570
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt065004
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0295838
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0169
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0427649
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt099031
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt074478
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073244
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087267
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093629
IRS990ScheduleA/Total509Grp/TotalAmt0427649
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0427818
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02018-05-25
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0824826447
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt038741
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501c(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0LAKE WINDWARD ELEMENTARY SCHOOL PT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt011770 E Fox CT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Alpharetta
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0GA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd030005
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1 - Line 8 - Total revenue from student and family engagement 26540.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Part 1 line 16 - Total expenses relating to PTA authorized expeditures 101133.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Lake Windward Elementary PTA merged its operations into
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Lake Windward Elementary School PTO EIN 82-4826447.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Ending remaining cash balance was transferred to this entity -40216.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SIERRA GRITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07708618245
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Windward Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0581858071
ReturnHeader/Filer/PhoneNum07708618245
ReturnHeader/Filer/USAddress/AddressLine1Txt011770 East Fox Road
ReturnHeader/Filer/USAddress/CityNm0Alpharetta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030005
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09EF0F74BAFE7446982B66571C43211F7DB43C76B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09EF0F74BAFE7446982B66571C43211F7DB43C76B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.150.119.226
ReturnHeader/FilingSecurityInformation/IPDt02018-06-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:26:47
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS CAULFIELD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05620 TENBURY WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Johns Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0300228115
ReturnHeader/PreparerPersonGrp/PhoneNum07705591056
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS P CAULFIELD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-06-29T08:26:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

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