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

81st percentile

33%

Higher net margin than 81% of similar nonprofits.

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

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.

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

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/SpecialEventsNetIncomeLossAmt052964
IRS990EZ/SubjectToProxyTaxInd0false
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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
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt095399
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0561821
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0128081
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt078627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt078627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt078627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt078627
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