Civic Intelligence

Heights Elementary PTA

990EZ • Fiscal year 2022 • EIN 59-2494494

Jul 01, 2021 to Jun 30, 2022 • Filed on May 03, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

91st percentile

92%

Faster asset growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

62%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$62,068

Up $29,819 (+92%) from 2021

Net Assets

Up

$62,068

Up $29,819 (+92%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$71,513

Up $27,474 (+62%) from 2021

Expenses

Down

$47,610

Down $7,075 (-13%) from 2021

Net Income

Up

$23,903

Up $34,549 (+325%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$62,068
Liabilities-
Net Assets$62,068

Operations Trend

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

2022

Revenue$71,513
Expenses$47,610
Net Income$23,903
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 3, 2023
Return Version
2021v4.0
Gross Receipts
$97,176
Mission and Program Overview

Mission

To enhance the learning experience for the students

Program Services

DescriptionGrantsExpenses
TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS$6,908$46,891
Compensation and Service Providers

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
Auction$78,627$78,627$25,663$52,964
Total Events$78,627$78,627$25,663$52,964
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
2023-05-03

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 3,430 total 3,430

Form 990-ez, Part I, Line 10

Name: heights elementary address: 15200 alexandria ct fort myers, fl 33908 cash contribution: 6,908

Form 990-ez, Part I, Line 16

Expenses office supplies 3,594 apparel inventory 6,724 curriculum needs 3,174 equipment 1,065 good behavior 833 grants 375 live school 5,648 membership dues 727 projects & events 1,775 staff appreciation 16,787 total 40,702

Form 990-ez, Part I, Line 20

Prior period adjustment 5,916

Raw XML Appendix171 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
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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/OtherChangesInNetAssetsAmt05916
IRS990EZ/OtherExpensesTotalAmt040702
IRS990EZ/OtherRevenueTotalAmt03430
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS
IRS990EZ/ProgramServiceRevenueAmt013244
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06908
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046891
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt095399
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0561821
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt097176
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt078627
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052964
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025663
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPONSORSHIPS 3,430 TOTAL 3,430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: HEIGHTS ELEMENTARY ADDRESS: 15200 ALEXANDRIA CT FORT MYERS, FL 33908 CASH CONTRIBUTION: 6,908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE SUPPLIES 3,594 APPAREL INVENTORY 6,724 CURRICULUM NEEDS 3,174 EQUIPMENT 1,065 GOOD BEHAVIOR 833 GRANTS 375 LIVE SCHOOL 5,648 MEMBERSHIP DUES 727 PROJECTS & EVENTS 1,775 STAFF APPRECIATION 16,787 TOTAL 40,702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD ADJUSTMENT 5,916
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA MARIE MUENCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02394811761
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-03
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/PreparationDt02023-05-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T BRIERS CPA
ReturnHeader/ReturnTs02023-05-24T16:31:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MUENCH
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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