Civic Intelligence

Heights Elementary PTA

990EZ • Fiscal year 2021 • EIN 59-2494494

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 17, 2022

Organization ProfileN/A
15200 Alexandria CTFort Myers, FL 33908

(239) 481-1761

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

16th percentile

-25%

Faster asset growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-47%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$32,249

Down $10,644 (-25%) from 2020

Net Assets

Down

$32,249

Down $10,644 (-25%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$44,039

Down $38,907 (-47%) from 2020

Expenses

Down

$54,685

Down $41,567 (-43%) from 2020

Net Income

Up

-$10,646

Up $2,660 (+20%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2021

Assets$32,249
Liabilities-
Net Assets$32,249
Open 2021 Filing

Operations Trend

Revenue Growth18th 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

2021

Revenue$44,039
Expenses$54,685
Net Income-$10,646
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 17, 2022
Return Version
2020v4.0
Gross Receipts
$46,714
Mission and Program Overview

Mission

To enhance the learning experience for the students

Program Services

DescriptionGrantsExpenses
TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS-$53,694
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY EBERSOHLRecording Se-$0--
JAMIE LOPESVice Preside-$0--
CHRISTA REYESVice Preside-$0--
JAMIE HUBERSVice Preside-$0--
REBECCA COSENTINOTreasurer-$0--
LAURA HESSCorrespondin-$0--
LISA MARIE MUENCHPresident-$0--
LACEY DAVISStaff Liaiso-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Panther Fit - S$27,218$27,218$2,165$25,053
Total Events$27,218$27,218$2,165$25,053
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
2022-03-17

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

“Sponsorships 4,150 total 4,150”

Form 990-ez, Part I, Line 16

“Expenses office supplies 4,953 apparel inventory 3,060 boys event 80 curriculum needs 27,582 dance expenses 300 equipment 2,000 good behavior 768 grants 294 live school 206 membership dues 798 miscellaneous 100 projects & events 6,399 staff appreciation 8,114 website 31 total 54,685”

Raw XML Appendix168 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/CompensationExplanationGrp/PersonNm0KELLY EBERSOHL
CompensationExplanation/CompensationExplanationGrp/PersonNm1JAMIE LOPES
CompensationExplanation/CompensationExplanationGrp/PersonNm2CHRISTA REYES
CompensationExplanation/CompensationExplanationGrp/PersonNm3JAMIE HUBERS
CompensationExplanation/CompensationExplanationGrp/PersonNm4REBECCA COSENTINO
CompensationExplanation/CompensationExplanationGrp/PersonNm5LAURA HESS
CompensationExplanation/CompensationExplanationGrp/PersonNm6LISA MARIE MUENCH
CompensationExplanation/CompensationExplanationGrp/PersonNm7LACEY DAVIS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0REBECCA COSENTINO
IRS990EZ/BooksInCareOfDetail/PhoneNum02394811761
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015200 ALEXANDRIA CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033908
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042895
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032249
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03448
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10646
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042895
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032249
IRS990EZ/FundraisingGrossIncomeAmt031819
IRS990EZ/GrossReceiptsAmt046714
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt099
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042895
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032249
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042895
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032249
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY EBERSOHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMIE LOPES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTA REYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMIE HUBERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REBECCA COSENTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAURA HESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LISA MARIE MUENCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LACEY DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7STAFF LIAISO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054685
IRS990EZ/OtherRevenueTotalAmt04150
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS
IRS990EZ/ProgramServiceRevenueAmt07198
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053694
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02675
IRS990EZ/SpecialEventsNetIncomeLossAmt029144
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054685
IRS990EZ/TotalProgramServiceExpensesAmt053694
IRS990EZ/TotalRevenueAmt044039
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015510
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0114944
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0124901
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0166024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0449135
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0464645
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0118906
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0128081
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0170944
IRS990ScheduleA/Total509Grp/TotalAmt0464645
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt046714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0118906
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0128081
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0170944
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0464645
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02165
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PANTHER FIT - S
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027218
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027218
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027218
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027218
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025053
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02165
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPONSORSHIPS 4,150 TOTAL 4,150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 4,953 APPAREL INVENTORY 3,060 BOYS EVENT 80 CURRICULUM NEEDS 27,582 DANCE EXPENSES 300 EQUIPMENT 2,000 GOOD BEHAVIOR 768 GRANTS 294 LIVE SCHOOL 206 MEMBERSHIP DUES 798 MISCELLANEOUS 100 PROJECTS & EVENTS 6,399 STAFF APPRECIATION 8,114 WEBSITE 31 TOTAL 54,685
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA MARIE MUENCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02394811761
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEIGHTS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0HEIG
ReturnHeader/Filer/EIN0592494494
ReturnHeader/Filer/PhoneNum02394811761
ReturnHeader/Filer/USAddress/AddressLine1Txt015200 ALEXANDRIA CT
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033908
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260632448
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRIERS CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03301 BONITA BEACH RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BONITA SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0341347832
ReturnHeader/PreparerPersonGrp/PhoneNum02393908882
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T BRIERS CPA
ReturnHeader/ReturnTs02022-04-18T15:02:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MUENCH
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,249
Liabilities
-
Net assets
$32,249
Revenue
$44,039
Expenses
$54,685
Net income
-$10,646
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