Civic Intelligence

Anna Maria Elementary Parent Teachers Organization

990EZ • Fiscal year 2014 • EIN 59-2447411

Aug 01, 2013 to Jul 31, 2014 • Filed on Oct 30, 2014

Organization ProfileN/A
4700 Gulf Drive34217

(941) 708-5525

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

84th percentile

51%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$87,917

Up $29,763 (+51%) from 2013

Net Assets

$87,917

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin94th percentile

Revenue

Up

$49,763

Up $7,286 (+17%) from 2013

Expenses

Down

$20,000

Down $1,964 (-8.9%) from 2013

Net Income

Up

$29,763

Up $9,250 (+45%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$200K$150K$100K$50K$0Assets 2011: $39,292Liabilities 2011: $0Net Assets 2011: $39,2922011Assets 2012: $37,641Liabilities 2012: $02012Assets 2013: $58,154Liabilities 2013: $02013Assets 2014: $87,917Liabilities 2014: $0Net Assets 2014: $87,9172014Assets 2015: $74,558Liabilities 2015: $0Net Assets 2015: $74,5582015Assets 2016: $76,691Liabilities 2016: $0Net Assets 2016: $76,6912016Assets 2017: $86,668Net Assets 2017: $86,6682017Assets 2018: $64,626Net Assets 2018: $64,6262018Assets 2019: $90,699Liabilities 2019: $02019Assets 2020: $110,408Liabilities 2020: $02020Assets 2021: $89,209Liabilities 2021: $02021Assets 2022: $82,952Net Assets 2022: $82,9522022Assets 2023: $124,180Net Assets 2023: $124,1802023Assets 2024: $173,150Net Assets 2024: $173,1502024Assets 2025: $188,724Net Assets 2025: $188,7242025

Highlighted filing

2014

Assets$87,917
Liabilities$0
Net Assets$87,917
Open 2014 Filing

Operations Trend

Revenue Growth69th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $15,635Expenses 2011: $24,358Net Income 2011: -$8,7232011Revenue 2012: $19,642Expenses 2012: $21,293Net Income 2012: -$1,6512012Revenue 2013: $42,477Expenses 2013: $21,964Net Income 2013: $20,5132013Revenue 2014: $49,763Expenses 2014: $20,000Net Income 2014: $29,7632014Revenue 2015: $29,907Expenses 2015: $43,266Net Income 2015: -$13,3592015Revenue 2016: $50,544Expenses 2016: $48,411Net Income 2016: $2,1332016Revenue 2017: $47,427Expenses 2017: $37,450Net Income 2017: $9,9772017Revenue 2018: $30,660Expenses 2018: $52,702Net Income 2018: -$22,0422018Revenue 2019: $64,366Expenses 2019: $38,293Net Income 2019: $26,0732019Revenue 2020: $43,736Expenses 2020: $24,027Net Income 2020: $19,7092020Revenue 2021: $9,235Expenses 2021: $28,743Net Income 2021: -$19,5082021Revenue 2022: $57,437Expenses 2022: $63,694Net Income 2022: -$6,2572022Revenue 2023: $105,279Expenses 2023: $64,051Net Income 2023: $41,2282023Revenue 2024: $168,053Expenses 2024: $119,083Net Income 2024: $48,9702024Revenue 2025: $104,081Expenses 2025: $88,507Net Income 2025: $15,5742025

Highlighted filing

2014

Revenue$49,763
Expenses$20,000
Net Income$29,763
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Oct 30, 2014
Return Version
2013v3.1
Gross Receipts
$92,512
Mission and Program Overview

Mission

Support Anna Maria Elementary School

Program Services

DescriptionGrantsExpenses
HELPED THE ELEMENTARY SCHOOL ACHIEVE ITS GOAL TO CONTINUE AS AN A RATED SCHOOL IN THE STATE OF FLORIDA-$20,000
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY TALUCCIPresidentPT$0--
SALLY JACKSONVice PresidentPT$0--
JOCELYN GREENVice PresidentPT$0--
CECILIA WAMPOLETreasurerPT$0--
LINDSAY SAULSSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$32,627$32,627$16,171$16,456
Event 2$24,737$24,737$8,204$16,533
Total Events$86,676$86,676$42,749$43,927
Filing and Contact Details

Filer

EIN
59-2447411

Signing Officer

Name
Cecilia Wampole
Title
Treasurer
Phone
9417085525
Signed
2014-10-30
Discuss with paid preparer
Yes

Preparer

Preparer
Mike Walter CPA
Phone
9417786118
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountar program 1,819math enhancement 680miscellaneous 139kindergarten welcome 150teacher staff funding 744special projects 711general admin 1,649student assistance 87student planners 1,419sunshine fund 683classroom printing 772battle of the books 305special request ame 3,727auditorium speakers 2,050field trips 574fish tank maintenance 647future projects 242garden maintenance 561professional development 3,041”

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/City0HOLMES BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode034217
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt02806
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt087917
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY TALUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SALLY JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOCELYN GREEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDSAY SAULS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT ANNA MARIA ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELPED THE ELEMENTARY SCHOOL ACHIEVE ITS GOAL TO CONTINUE AS AN A RATED SCHOOL IN THE STATE OF FLORIDA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042749
IRS990EZ/SpecialEventsNetIncomeLossAmt043927
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020000
IRS990EZ/TotalProgramServiceExpensesAmt020000
IRS990EZ/TotalRevenueAmt049763
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049763
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042477
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019642
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt048738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0176255
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0176255
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015635
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0176255
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt029312
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032627
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt029312
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FALL FESTIVA
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SPRING FLING
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043927
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTAR PROGRAM 1,819MATH ENHANCEMENT 680MISCELLANEOUS 139KINDERGARTEN WELCOME 150TEACHER STAFF FUNDING 744SPECIAL PROJECTS 711GENERAL ADMIN 1,649STUDENT ASSISTANCE 87STUDENT PLANNERS 1,419SUNSHINE FUND 683CLASSROOM PRINTING 772BATTLE OF THE BOOKS 305SPECIAL REQUEST AME 3,727AUDITORIUM SPEAKERS 2,050FIELD TRIPS 574FISH TANK MAINTENANCE 647FUTURE PROJECTS 242GARDEN MAINTENANCE 561PROFESSIONAL DEVELOPMENT 3,041
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CECILIA WAMPOLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09417085525
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10ANNA MARIA ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0592447411
ReturnHeader/Filer/USAddress/AddressLine104700 GULF DRIVE
ReturnHeader/Filer/USAddress/City0HOLMES BEACH
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205871410
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WALTER ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103909 E BAY DR STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HOLMES BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode034217
ReturnHeader/PreparerPersonGrp/PhoneNum09417786118
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKE WALTER CPA
ReturnHeader/ReturnTs02014-11-11T08:46:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,917
Liabilities
$0
Net assets
$87,917
Revenue
$49,763
Expenses
$20,000
Net income
$29,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.89$1.89$1.04$0.89$0.16
2024Detailed filing. Detailed filing data is available for this year.$1.73$1.73$1.68$1.19$0.49
2023Detailed filing. Detailed filing data is available for this year.$1.24$1.24$1.05$0.64$0.41
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.57$0.64$0.06
2021Summary only. Only limited summary data is available for this year.$0.89$0.00$0.09$0.29$0.20
2020Summary only. Only limited summary data is available for this year.$1.10$0.00$0.44$0.24$0.20
2019Summary only. Only limited summary data is available for this year.$0.91$0.00$0.64$0.38$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.31$0.53$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.47$0.37$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.51$0.48$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.30$0.43$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.50$0.20$0.30
2013Summary only. Only limited summary data is available for this year.$0.58$0.00$0.42$0.22$0.21
2012Summary only. Only limited summary data is available for this year.$0.38$0.00$0.20$0.21$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$0.16$0.24$0.09