Civic Intelligence

Heights Elementary PTA

990EZ • Fiscal year 2013 • EIN 59-2494494

Jul 01, 2012 to Jun 30, 2013 • Filed on May 18, 2014

Organization ProfileN/A
15200 Alexandria Court33908
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

17th percentile

-24%

Faster asset growth than 17% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

46th percentile

-0.9%

Faster revenue growth than 46% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$26,307

Down $8,533 (-24%) from 2012

Net Assets

$26,307

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Down

$71,479

Down $621 (-0.9%) from 2012

Expenses

Up

$80,012

Up $35,109 (+78%) from 2012

Net Income

Down

-$8,533

Down $35,730 (-131%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$100K$50K$0Assets 2011: $7,642Net Assets 2011: $7,6422011Assets 2012: $34,840Liabilities 2012: $02012Assets 2013: $26,307Net Assets 2013: $26,3072013Assets 2014: $19,448Liabilities 2014: $02014Assets 2015: $37,865Net Assets 2015: $37,8652015Assets 2016: $88,263Liabilities 2016: $0Net Assets 2016: $88,2632016Assets 2017: $82,887Liabilities 2017: $0Net Assets 2017: $82,8872017Assets 2018: $60,172Net Assets 2018: $60,1722018Assets 2019: $56,199Net Assets 2019: $56,1992019Assets 2020: $42,893Net Assets 2020: $42,8932020Assets 2021: $32,249Net Assets 2021: $32,2492021Assets 2022: $62,068Net Assets 2022: $62,0682022Assets 2023: $56,875Net Assets 2023: $56,8752023Assets 2024: $64,453Net Assets 2024: $64,4532024Assets 2025: $61,189Net Assets 2025: $61,1892025

Highlighted filing

2013

Assets$26,307
Liabilities-
Net Assets$26,307
Open 2013 Filing

Operations Trend

Revenue Growth46th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $53,546Expenses 2011: $54,843Net Income 2011: -$1,2972011Revenue 2012: $72,100Expenses 2012: $44,903Net Income 2012: $27,1972012Revenue 2013: $71,479Expenses 2013: $80,012Net Income 2013: -$8,5332013Revenue 2014: $63,241Expenses 2014: $70,100Net Income 2014: -$6,8592014Revenue 2015: $80,185Expenses 2015: $61,768Net Income 2015: $18,4172015Revenue 2016: $103,131Expenses 2016: $52,733Net Income 2016: $50,3982016Revenue 2017: $113,005Expenses 2017: $118,381Net Income 2017: -$5,3762017Revenue 2018: $105,962Expenses 2018: $128,677Net Income 2018: -$22,7152018Revenue 2019: $74,521Expenses 2019: $78,494Net Income 2019: -$3,9732019Revenue 2020: $82,946Expenses 2020: $96,252Net Income 2020: -$13,3062020Revenue 2021: $44,039Expenses 2021: $54,685Net Income 2021: -$10,6462021Revenue 2022: $71,513Expenses 2022: $47,610Net Income 2022: $23,9032022Revenue 2023: $19,257Expenses 2023: $24,450Net Income 2023: -$5,1932023Revenue 2024: $41,989Expenses 2024: $34,411Net Income 2024: $7,5782024Revenue 2025: $41,197Expenses 2025: $44,461Net Income 2025: -$3,2642025

Highlighted filing

2013

Revenue$71,479
Expenses$80,012
Net Income-$8,533
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 18, 2014
Return Version
2012v2.3
Mission and Program Overview

Mission

To enhance the learning experience for the students

Filing and Contact Details

Filer

EIN
59-2494494
Raw XML Appendix182 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
CompensationExplanation/Compensation/PersonName0JULIE ADAMS
CompensationExplanation/Compensation/PersonName1JANET CONGERO
CompensationExplanation/Compensation/PersonName2ANGIE MARSH
CompensationExplanation/Compensation/PersonName3ANGIE MURNANE
CompensationExplanation/Compensation/PersonName4JENNIFER LESSINGER
CompensationExplanation/Compensation/PersonName5SALLY LEE
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY034840
IRS990EZ/CashSavingsAndInvestments/EOY026307
IRS990EZ/ContributionsGiftsGrantsEtc04479
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-8533
IRS990EZ/FeesAndOthPymtToIndContractors059815
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome0104213
IRS990EZ/GrantsAndSimilarAmountsPaid0970
IRS990EZ/GrossReceipts0121680
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY034840
IRS990EZ/NetAssetsOrFundBalancesBOY034840
IRS990EZ/NetAssetsOrFundBalances/EOY026307
IRS990EZ/NetAssetsOrFundBalancesEOY026307
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition42.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition52.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JULIE ADAMS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JANET CONGERO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ANGIE MARSH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3ANGIE MURNANE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4JENNIFER LESSINGER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5SALLY LEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4RECORDING SE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5CORR SECRETA
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal019227
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses060785
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses115043
IRS990EZ/ProgramServiceRevenue012988
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses050201
IRS990EZ/SpecialEventsNetIncomeLoss054012
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1015200 ALEXANDRIA CT
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0FORT MYERS
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0FL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode033908
IRS990EZ/TheBooksAreInCareOf/NamePerson0LISA BARRETT
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02395601250
IRS990EZ/TotalAssets/BOY034840
IRS990EZ/TotalAssets/EOY026307
IRS990EZ/TotalExpenses080012
IRS990EZ/TotalProgramServiceExpenses075828
IRS990EZ/TotalRevenue071479
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus2Years034594
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus3Years039450
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus4Years019038
IRS990ScheduleA/AmtsFromSubstContributors/Total093082
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear04479
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year04556
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years02091
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years05343
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years04081
IRS990ScheduleA/GiftsGrantsContribReceived509/Total020550
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear0117201
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year0116512
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years068276
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years063805
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years026498
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0392292
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage00.68030
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.77450
IRS990ScheduleA/PublicSupportTotal5090319760
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus2Years034594
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus3Years039450
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus4Years019038
IRS990ScheduleA/SupportFromDQPsEtc/Total093082
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear0121680
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year0121068
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years070367
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years069148
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years030579
IRS990ScheduleA/Total509/Total0412842
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear0121680
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year0121068
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years070367
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years069148
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years030579
IRS990ScheduleA/TotalSupportTotal/Total0412842
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents049266
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1042337
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2024894
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents035048
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal0102279
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1042337
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2024894
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents035048
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents0102279
IRS990ScheduleG/EventsInformation/NameOfEvent10AUCTION
IRS990ScheduleG/EventsInformation/NameOfEvent20FALL FUND RAISE
IRS990ScheduleG/EventsInformation/NetIncomeSummary053013
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1011754
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2015592
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents021920
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents049266
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents03
IRS990ScheduleO/GeneralExplanation/Explanation0FLORIDA PTA 970
IRS990ScheduleO/GeneralExplanation/Explanation1PIZZA WITH SANTA COST OF GOODS SOLD 6,905 WATER SALES COST OF GOODS SOLD 1,556 BOXTOPS COST OF GOODS SOLD 234 EXPENSES BANK FEE 1,405 ADMIN COSTS 2,060 LEADERSHIP CONFERENCE 1,438 FAMILY FUN DAY 2,070 TEACHER/STAFF APPRECIATION 1,891 PARENT APPRECIATION 785 MOTHER'S DAY TEA 406 PRINCIPAL PARTIES 477 TOTAL 19,227
IRS990ScheduleO/GeneralExplanation/Explanation2TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS
IRS990ScheduleO/GeneralExplanation/Identifier0PAYMENTS TO AFFILIATES
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0592494494
ReturnHeader/Filer/Name/BusinessNameLine10HEIGHTS ELEMENTARY PTA
ReturnHeader/Filer/NameControl0HEIG
ReturnHeader/Filer/Phone02395601250
ReturnHeader/Filer/USAddress/AddressLine1015200 ALEXANDRIA COURT
ReturnHeader/Filer/USAddress/City0FORT MYERS
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033908
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-05-18
ReturnHeader/Officer/Name0LISA BARRETT
ReturnHeader/Officer/Phone02395601250
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02014-05-19
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SHAWN M WILLIAMS CPA LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine108891 BRIGHTON LN STE 125
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BONITA SPRINGS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0341357514
ReturnHeader/Preparer/Name0SHAWN M WILLIAMS CPA
ReturnHeader/Preparer/Phone02393302950
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-19T11:51:00-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$26,307
Liabilities
-
Net assets
$26,307
Revenue
$71,479
Expenses
$80,012
Net income
-$8,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.41$0.44$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.42$0.34$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.19$0.24$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.72$0.48$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.44$0.55$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.83$0.96$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.75$0.78$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.60$1.06$1.29$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$1.13$1.18$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.03$0.53$0.50
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.80$0.62$0.18
2014Summary only. Only limited summary data is available for this year.$0.19$0.00$0.63$0.70$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.26$0.71$0.80$0.09
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.72$0.45$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.08$0.54$0.55$0.01