Civic Intelligence

Anna Maria Elementary Parent Teachers Organization

990EZ • Fiscal year 2023 • EIN 59-2447411

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 25, 2023

Organization ProfileN/A
4700 Gulf DriveHolmes Beach, FL 34217

(727) 692-8575

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

86th percentile

39%

Higher net margin than 86% 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

85th percentile

50%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

88th percentile

83%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$124,180

Up $41,228 (+50%) from 2022

Net Assets

Up

$124,180

Up $41,228 (+50%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Up

$105,279

Up $47,842 (+83%) from 2022

Expenses

Up

$64,051

Up $357 (+0.6%) from 2022

Net Income

Up

$41,228

Up $47,485 (+759%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2023

Assets$124,180
Liabilities-
Net Assets$124,180
Open 2023 Filing

Operations Trend

Revenue Growth88th 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

2023

Revenue$105,279
Expenses$64,051
Net Income$41,228
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 25, 2023
Return Version
2022v5.0
Gross Receipts
$105,279
Mission and Program Overview

Mission

Support Anna Maria Elementary School

Program Services

DescriptionGrantsExpenses
Helped the Elementary school achieve its goal tocontinue as an "A" rated school in the State of Florida.$0$64,051
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie HincklePresidentPT$0--
Tammy CollinsVice PresidentPT$0--
Morgan BlackburnSecretaryPT$0--
Erin GoodierTreasurerPT$0--
Mike MascielloDirector-$0--
Filing and Contact Details

Filer

Filer Name
Anna Maria Elementary PTO
EIN
59-2447411
Phone
7276928575
Address
4700 Gulf Drive, Holmes Beach, FL 34217

Signing Officer

Name
Jamie Hinckle
Title
President/Treasurer
Phone
7276928575
Signed
2023-10-25
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 16

“Operating Expenses 64051.”

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/PersonNm0Jamie Hinckle
IRS990EZ/BooksInCareOfDetail/PhoneNum07276928575
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04700 Gulf Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Holmes Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082952
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0124180
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0122
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt041228
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082952
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0124180
IRS990EZ/FundraisingGrossIncomeAmt0100431
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0105279
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04710
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082952
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0124180
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt082952
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0124180
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jamie Hinckle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tammy Collins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Morgan Blackburn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Erin Goodier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mike Masciello
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt064051
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Anna Maria Elementary School
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Helped the Elementary school achieve its goal tocontinue as an "A" rated school in the State of Florida.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064051
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0100431
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064051
IRS990EZ/TotalProgramServiceExpensesAmt064051
IRS990EZ/TotalRevenueAmt0105279
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0105263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010846
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt064366
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0281641
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0568
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0364
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0568
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0364
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01033
IRS990ScheduleA/InvestmentIncomeCYPct00.00370
IRS990ScheduleA/InvestmentIncomePYPct00.00550
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99630
IRS990ScheduleA/PublicSupportPY509Pct00.99450
IRS990ScheduleA/PublicSupportTotal509Amt0281641
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105263
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010846
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043736
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064366
IRS990ScheduleA/Total509Grp/TotalAmt0281641
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0282674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Operating Expenses 64051.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Hinckle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07276928575
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Anna Maria Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0592447411
ReturnHeader/Filer/PhoneNum07276928575
ReturnHeader/Filer/USAddress/AddressLine1Txt04700 Gulf Drive
ReturnHeader/Filer/USAddress/CityNm0Holmes Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034217
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464456779
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/ZIPCd034240
ReturnHeader/PreparerPersonGrp/PhoneNum09413783747
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Paolercio
ReturnHeader/ReturnTs02023-10-25T11:26:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jamie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hinckle
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
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
$124,180
Liabilities
-
Net assets
$124,180
Revenue
$105,279
Expenses
$64,051
Net income
$41,228
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