Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
30th percentile
Higher net margin than 30% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
33rd percentile
Faster asset growth than 33% of similar nonprofits.
Revenue Growth
17th percentile
Faster revenue growth than 17% of similar nonprofits.
Balance Sheet
Assets
Down$56,199
Down $3,973 (-6.6%) from 2018
Net Assets
Down$56,199
Down $3,973 (-6.6%) from 2018
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$74,521
Down $31,441 (-30%) from 2018
Expenses
Down$78,494
Down $50,183 (-39%) from 2018
Net Income
Up-$3,973
Up $18,742 (+83%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2018 to Jun 30, 2019
- Signed
- Dec 2, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $128,081
Mission and Program Overview
Mission
To enhance the learning experience for the students
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS | - | $76,542 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KELLY EBERSOHL | Recording Se | - | $0 | - | - |
| JAMIE LOPES | Vice Preside | - | $0 | - | - |
| CHRISTA REYES | Vice Preside | - | $0 | - | - |
| JAMIE HUBERS | Vice Preside | - | $0 | - | - |
| REBECCA COSENTINO | Treasurer | - | $0 | - | - |
| LAURA HESS | Correspondin | - | $0 | - | - |
| LISA MARIE MUENCH | President | - | $0 | - | - |
| LACEY DAVIS | Staff Liaiso | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Auction | $42,942 | $42,942 | $9,278 | $33,664 |
| Panther Fit - S | $29,910 | $29,910 | $13,195 | $16,715 |
| Total Events | $103,609 | $103,609 | $53,560 | $50,049 |
Filing and Contact Details
Filer
- Filer Name
- Heights Elementary Pta
- EIN
- 59-2494494
- Phone
- 2394811761
- Address
- 15200 ALEXANDRIA CT, FORT MYERS, FL 33908
Signing Officer
- Name
- Lisa Marie Muench
- Title
- President
- Phone
- 2394811761
- Signed
- 2019-12-02
Preparer
- Firm
- Briers CPA Pa
- Address
- 3301 BONITA BEACH RD, BONITA SPRINGS, FL 34134-7832
- Preparer
- Michael T Briers CPA
- Phone
- 2393908882
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“School store 4,364 total 4,364”
Form 990-ez, Part I, Line 16
“Expenses office supplies 2,281 leadership conference 1,102 pta meetings 394 assemblies & field trips 7,000 bank fees 114 box tops expense 74 celebrations 3,547 dance expenses 2,308 flocabulary 2,000 membership dues 1,391 merchandise - spirit wear 8,131 nascar event 2,293 projects & events 29,341 scholastic news 2,657 school store 1,691 social studies weekly 1,530 spirit monkey expenses 324 staff appreciation 10,094 watch dogs 171 writing books 2,051 total 78,494”
Raw XML Appendix165 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/PersonNm | 0 | LISA MARIE MUENCH |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2394811761 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 15200 ALEXANDRIA COURT |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FORT MYERS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33908 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 60172 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 56199 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3180 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3973 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 60172 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 56199 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 103609 |
| IRS990EZ/GrossReceiptsAmt | 0 | 128081 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 155 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 60172 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 56199 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 60172 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 56199 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KELLY EBERSOHL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JAMIE LOPES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | CHRISTA REYES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JAMIE HUBERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | REBECCA COSENTINO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | LAURA HESS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | LISA MARIE MUENCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | LACEY DAVIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | RECORDING SE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | CORRESPONDIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | STAFF LIAISO |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 78494 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 4364 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 16773 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 76542 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 53560 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 50049 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 78494 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 76542 |
| IRS990EZ/TotalRevenueAmt | 0 | 74521 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 3180 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 4920 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 8100 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 124901 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 166024 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 290925 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 299025 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 128081 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 170944 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 299025 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 128081 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 170944 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 299025 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 53560 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | AUCTION |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | PANTHER FIT - S |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 42942 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 29910 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 30757 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 103609 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 42942 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 29910 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 30757 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 103609 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 50049 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 31087 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 53560 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 9278 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 13195 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 2 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SCHOOL STORE 4,364 TOTAL 4,364 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OFFICE SUPPLIES 2,281 LEADERSHIP CONFERENCE 1,102 PTA MEETINGS 394 ASSEMBLIES & FIELD TRIPS 7,000 BANK FEES 114 BOX TOPS EXPENSE 74 CELEBRATIONS 3,547 DANCE EXPENSES 2,308 FLOCABULARY 2,000 MEMBERSHIP DUES 1,391 MERCHANDISE - SPIRIT WEAR 8,131 NASCAR EVENT 2,293 PROJECTS & EVENTS 29,341 SCHOLASTIC NEWS 2,657 SCHOOL STORE 1,691 SOCIAL STUDIES WEEKLY 1,530 SPIRIT MONKEY EXPENSES 324 STAFF APPRECIATION 10,094 WATCH DOGS 171 WRITING BOOKS 2,051 TOTAL 78,494 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| ReturnHeader/BuildTS | 0 | 2020-09-23 17:36:50Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LISA MARIE MUENCH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2394811761 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-12-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HEIGHTS ELEMENTARY PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEIG |
| ReturnHeader/Filer/EIN | 0 | 592494494 |
| ReturnHeader/Filer/PhoneNum | 0 | 2394811761 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 15200 ALEXANDRIA CT |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FORT MYERS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33908 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 639E43D7064DA110D86365B3D40C5518D435221F |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 9B64E84B7A79E5132940D79227CAA2CC7A675A36 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 52.37.240.203 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-02-15 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 15:06:03 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 260632448 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BRIERS CPA PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3301 BONITA BEACH RD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BONITA SPRINGS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 341347832 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2393908882 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-12-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL T BRIERS CPA |
| ReturnHeader/ReturnTs | 0 | 2020-02-15T15:06:03-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $56,199
- Liabilities
- -
- Net assets
- $56,199
- Revenue
- $74,521
- Expenses
- $78,494
- Net income
- -$3,973