Civic Intelligence

Anna Maria Elementary Parent Teachers Organization

990EZ • Fiscal year 2018 • EIN 59-2447411

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 27, 2018

Organization ProfileN/A
4700 Gulf DriveHolmes Beach, FL 34217

(941) 708-5525

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

6th percentile

-72%

Higher net margin than 6% 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

17th percentile

-25%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$64,626

Down $22,042 (-25%) from 2017

Net Assets

Down

$64,626

Down $22,042 (-25%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$30,660

Down $16,767 (-35%) from 2017

Expenses

Up

$52,702

Up $15,252 (+41%) from 2017

Net Income

Down

-$22,042

Down $32,019 (-321%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2018

Assets$64,626
Liabilities-
Net Assets$64,626
Open 2018 Filing

Operations Trend

Revenue Growth15th 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

2018

Revenue$30,660
Expenses$52,702
Net Income-$22,042
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 27, 2018
Return Version
2017v2.2
Gross Receipts
$48,286
Mission and Program Overview

Mission

Support Anna Maria Elementary School

Program Services

DescriptionGrantsExpenses
HELPED THE ELEMENTARY SCHOOL ACHIEVE ITS GOAL TO CONTINUE AS AND "A" RATES SCHOOL IN THE STATE OF FLORIDA.-$52,201
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE TEICHPresidentPT$0--
JESSICA BAUGHERVice PresidentPT$0--
EMILY WETTSTEINSecretaryPT$0--
MAURI ZACCAGNINOTreasurerPT$0--
MANDY ELMORETreasurerPT$0--
JACKIE FEATHERSTONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fling$15,053$15,053$8,574$6,479
Fall Festival$6,262$6,262$1,285$4,977
Total Events$45,238$45,238$17,626$27,612
Filing and Contact Details

Filer

Filer Name
Anna Maria Elementary PTO
EIN
59-2447411
Phone
9417085525
Address
4700 Gulf Drive, Holmes Beach, FL 34217

Signing Officer

Name
Mauri Zaccagnino
Title
Treasurer
Phone
9417085525
Signed
2018-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Laura C Paolercio CPA Inc
Address
7922 KAVANAGH CT, SARASOTA, FL 34240-7908
Preparer
Laura Paolercio
Phone
9413783747
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Operating Expenses 52702.”

Form 990EZ, Part I, Line 20

“Reserved Funds decreased by $12,900.67 during the”

Form 990EZ, Part I, Line 20

“2017-2018 fiscal year.”

Raw XML Appendix173 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/BooksInCareOfDetail/PersonNm0MAURI ZACCAGNINO
IRS990EZ/BooksInCareOfDetail/PhoneNum09417085525
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04700 Gulf Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Holmes Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086668
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064626
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02131
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22042
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086668
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064626
IRS990EZ/FundraisingGrossIncomeAmt045238
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt048286
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0127
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0790
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086668
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064626
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086668
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064626
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICOLE TEICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA BAUGHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY WETTSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MAURI ZACCAGNINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MANDY ELMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACKIE FEATHERSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052702
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Anna Maria Elementary School
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELPED THE ELEMENTARY SCHOOL ACHIEVE ITS GOAL TO CONTINUE AS AND "A" RATES SCHOOL IN THE STATE OF FLORIDA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052201
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017626
IRS990EZ/SpecialEventsNetIncomeLossAmt027612
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052702
IRS990EZ/TotalProgramServiceExpensesAmt052201
IRS990EZ/TotalRevenueAmt030660
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029907
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049763
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0208301
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0127
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0347
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0474
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0347
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0474
IRS990ScheduleA/InvestmentIncomeCYPct00.00230
IRS990ScheduleA/InvestmentIncomePYPct00.00160
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99770
IRS990ScheduleA/PublicSupportPY509Pct00.99840
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0208301
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047427
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050544
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029907
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049763
IRS990ScheduleA/Total509Grp/TotalAmt0208301
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0208775
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017626
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spring Fling
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Festival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015053
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06262
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt023923
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045238
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015053
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06262
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt023923
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045238
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027612
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07767
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017626
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08574
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01285
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Operating Expenses 52702.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Reserved Funds decreased by $12,900.67 during the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22017-2018 fiscal year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAURI ZACCAGNINO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09417085525
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Anna Maria Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0592447411
ReturnHeader/Filer/PhoneNum09417085525
ReturnHeader/Filer/USAddress/AddressLine1Txt04700 Gulf Drive
ReturnHeader/Filer/USAddress/CityNm0Holmes Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034217
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0947CC62730D3E08E00E4BF73E3AE956DC4D28360
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0947CC62730D3E08E00E4BF73E3AE956DC4D28360
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.58.22.175
ReturnHeader/FilingSecurityInformation/IPDt02018-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:04:38
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAURA C PAOLERCIO CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07922 KAVANAGH CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342407908
ReturnHeader/PreparerPersonGrp/PhoneNum09413783747
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA PAOLERCIO
ReturnHeader/ReturnTs02018-08-27T13:04:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
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
$64,626
Liabilities
-
Net assets
$64,626
Revenue
$30,660
Expenses
$52,702
Net income
-$22,042
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