Civic Intelligence

Heights Elementary PTA

990EZ • Fiscal year 2024 • EIN 59-2494494

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 29, 2024

Organization ProfileN/A
15200 Alexandria CtFort Myers, FL 33908

(239) 220-6452

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$64,453

Up $7,578 (+13%) from 2023

Net Assets

Up

$64,453

Up $7,578 (+13%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$41,989

Up $22,732 (+118%) from 2023

Expenses

Up

$34,411

Up $9,961 (+41%) from 2023

Net Income

Up

$7,578

Up $12,771 (+246%) from 2023

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

2024

Assets$64,453
Liabilities-
Net Assets$64,453
Open 2024 Filing

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

2024

Revenue$41,989
Expenses$34,411
Net Income$7,578
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 29, 2024
Return Version
2023v5.1
Gross Receipts
$101,482
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.$1,291$34,411
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah HindsPresidentPT$0--
Colleen MannVice PresidentPT$0--
Kelly BangVice PresidentPT$0--
Jenna BaumVice PresidentPT$0--
Abbey DeStefanoSecretaryPT$0--
Rebekah CramerTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction----
Other Events----
Filing and Contact Details

Filer

Filer Name
Heights Elementary PTA
EIN
59-2494494
Phone
2392206452
Address
15200 Alexandria Ct, Fort Myers, FL 33908

Signing Officer

Name
Rebekah Cramer
Title
Treasurer
Phone
2392206452
Signed
2024-07-29
Discuss with paid preparer
Yes

Preparer

Firm
The Davis Group Tax & Advisory Services PA
Address
4560 Via Royale 1, Fort Myers, FL 33919
Preparer
Adam L Davis
Phone
8003844225
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“To enhance the learning experience for the students.; Support; : , , , ; , 25944.”

Form 990EZ, Part I, Line 16

“Insurance 302.”

Form 990EZ, Part I, Line 16

“Office Supplies 2334.”

Form 990EZ, Part I, Line 16

“Dues & Subscriptions 781.”

Form 990EZ, Part I, Line 16

“Software 4800.”

Form 990EZ, Part I, Line 16

“Legal & Professional 250.”

Raw XML Appendix180 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/GrossReceiptsForPublicUseAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Hinds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Colleen Mann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kelly Bang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jenna Baum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Abbey DeStefano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rebekah Cramer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08467
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enhance the learning experience for the students.
IRS990EZ/ProgramServiceRevenueAmt03371
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To enhance the learning experience for the students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01291
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034411
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt057694
IRS990EZ/SpecialEventsNetIncomeLossAmt031784
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034411
IRS990EZ/TotalProgramServiceExpensesAmt034411
IRS990EZ/TotalRevenueAmt041989
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011701
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0100191
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt074792
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt095399
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0114944
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0428592
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0440293
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0101482
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076015
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0118906
IRS990ScheduleA/Total509Grp/TotalAmt0440293
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0440293
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Other Events
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0To enhance the learning experience for the students.; Support; : , , , ; , 25944.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 302.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Supplies 2334.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues & Subscriptions 781.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Software 4800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Legal & Professional 250.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rebekah Cramer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02392206452
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heights Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0HEIG
ReturnHeader/Filer/EIN0592494494
ReturnHeader/Filer/PhoneNum02392206452
ReturnHeader/Filer/USAddress/AddressLine1Txt015200 Alexandria Ct
ReturnHeader/Filer/USAddress/CityNm0Fort Myers
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033908
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650338678
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Davis Group Tax & Advisory Services PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04560 Via Royale 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Myers
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033919
ReturnHeader/PreparerPersonGrp/PhoneNum08003844225
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam L Davis
ReturnHeader/ReturnTs02024-08-12T07:53:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,453
Liabilities
-
Net assets
$64,453
Revenue
$41,989
Expenses
$34,411
Net income
$7,578
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