Civic Intelligence

Trinity Elementary School PTO Inc.

990EZ • Fiscal year 2022 • EIN 59-3722191

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 01, 2022

Organization ProfileN/A
2209 Duck Slough BlvdTrinity, FL 34655-5008

(727) 774-9900

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

58th percentile

10%

Higher net margin than 58% 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

80th percentile

37%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

96th percentile

433%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,089

Up $8,121 (+37%) from 2021

Net Assets

Up

$30,089

Up $8,121 (+37%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Up

$79,765

Up $64,789 (+433%) from 2021

Expenses

Up

$71,644

Up $32,464 (+83%) from 2021

Net Income

Up

$8,121

Up $32,325 (+134%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2013: $12,672Liabilities 2013: $1,6302013Assets 2014: $12,954Liabilities 2014: $02014Assets 2015: $10,578Liabilities 2015: $02015Assets 2016: $9,930Liabilities 2016: $02016Assets 2017: $8,626Liabilities 2017: $02017Assets 2018: $41,804Liabilities 2018: $02018Assets 2020: $46,172Liabilities 2020: $0Net Assets 2020: $46,1722020Assets 2021: $21,968Net Assets 2021: $21,9682021Assets 2022: $30,089Net Assets 2022: $30,0892022Assets 2023: $37,575Net Assets 2023: $37,5752023Assets 2024: $42,391Net Assets 2024: $42,3912024Assets 2025: $50,933Net Assets 2025: $50,9332025

Highlighted filing

2022

Assets$30,089
Liabilities-
Net Assets$30,089
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2013: $79,795Expenses 2013: $90,613Net Income 2013: -$10,8182013Revenue 2014: $39,256Expenses 2014: $37,344Net Income 2014: $1,9122014Revenue 2015: $53,608Expenses 2015: $55,984Net Income 2015: -$2,3762015Revenue 2016: $68,535Expenses 2016: $69,183Net Income 2016: -$6482016Revenue 2017: $37,752Expenses 2017: $39,056Net Income 2017: -$1,3042017Revenue 2018: $65,670Expenses 2018: $32,492Net Income 2018: $33,1782018Revenue 2020: $81,515Expenses 2020: $62,940Net Income 2020: $18,5752020Revenue 2021: $14,976Expenses 2021: $39,180Net Income 2021: -$24,2042021Revenue 2022: $79,765Expenses 2022: $71,644Net Income 2022: $8,1212022Revenue 2023: $49,599Expenses 2023: $42,113Net Income 2023: $7,4862023Revenue 2024: $83,565Expenses 2024: $78,749Net Income 2024: $4,8162024Revenue 2025: $46,626Expenses 2025: $38,084Net Income 2025: $8,5422025

Highlighted filing

2022

Revenue$79,765
Expenses$71,644
Net Income$8,121
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 1, 2022
Return Version
2021v4.1
Gross Receipts
$128,339
Mission and Program Overview

Mission

FUNDRAISING

Program Services

DescriptionGrantsExpenses
SPIRIT WEAR/ SCHOOL STORE - $12,505 INCOME$0$7,486
STUDENT EVENTS - $2342 INCOME$0$4,550
TEACHER APPRECIATION - $980 INCOME$0$3,825
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMANTHA TOBIASPresidentPT$0--
KAROLINA EVA POEKERTTreasurerPT$0--
BRIDGET FEYSecretaryPT$0--
CHER GAUWEILERVP CommunicationsPT$0--
KRISTEN INGRAMVP MembershipsPT$0--
MARY CATHERINEVP Special EventsPT$0--
NOELL FOWKESVP Special EventsPT$0--
LAURA HUNTVP Business PartnersPT$0--
KELLI NETTLETONVP Of VolunteersPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$71,568$71,568$31,416$40,152
Fall Festival$13,044$13,044$5,063$7,981
Total Events$101,655$101,655$48,573$53,082
Filing and Contact Details

Filer

Filer Name
Trinity Elementary School Pto Inc
EIN
59-3722191
Phone
7277749900
Address
2209 DUCK SLOUGH BLVD, TRINITY, FL 34655-5008

Signing Officer

Name
Karolina E Poekert
Title
Treasurer
Phone
7277749900
Signed
2022-12-01
Discuss with paid preparer
Yes

Preparer

Firm
RSC Accounting Services Inc
Address
266 Wilshire Blvd Ste 159, Casselberry, FL 32707
Preparer
Tim E Price
Phone
7279373116
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Donation for technology supplies & curriculum; cash donation; trinity elementary school: 2209 duck slough blvd., trinity, fl, 34655; none, 50520.”

Form 990EZ, Part I, Line 16

“ANNUAL FL LICENSE 61.”

Form 990EZ, Part I, Line 16

“BANK FEES 9.”

Form 990EZ, Part I, Line 16

“PROGRAM EXPENSES 17614.”

Form 990EZ, Part I, Line 16

“SUPPLIES 390.”

Form 990EZ, Part I, Line 16

“TEACHER AWARDS 2500.”

Raw XML Appendix225 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/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAMANTHA TOBIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAROLINA EVA POEKERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIDGET FEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHER GAUWEILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTEN INGRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY CATHERINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NOELL FOWKES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP SPECIAL EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP SPECIAL EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP BUSINESS PARTNERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP OF VOLUNTEERS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020574
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISING
IRS990EZ/ProgramServiceRevenueAmt024461
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPIRIT WEAR/ SCHOOL STORE - $12,505 INCOME
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER APPRECIATION - $980 INCOME
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT EVENTS - $2342 INCOME
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13825
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24550
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt048574
IRS990EZ/SpecialEventsNetIncomeLossAmt053082
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071644
IRS990EZ/TotalProgramServiceExpensesAmt015861
IRS990EZ/TotalRevenueAmt079765
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02739
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03996
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04377
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014508
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0126117
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt090514
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0420997
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017043
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013044
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017043
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt048573
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031416
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05063
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATION FOR TECHNOLOGY SUPPLIES & CURRICULUM; CASH DONATION; TRINITY ELEMENTARY SCHOOL: 2209 DUCK SLOUGH BLVD., TRINITY, FL, 34655; NONE, 50520.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL FL LICENSE 61.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES 9.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES 17614.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES 390.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER AWARDS 2500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
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
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KAROLINA E POEKERT
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ReturnHeader/BusinessOfficerGrp/PhoneNum07277749900
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRINITY ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0593722191
ReturnHeader/Filer/PhoneNum07277749900
ReturnHeader/Filer/USAddress/AddressLine1Txt02209 DUCK SLOUGH BLVD
ReturnHeader/Filer/USAddress/CityNm0TRINITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0346555008
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770704909
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSC Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0266 Wilshire Blvd Ste 159
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Casselberry
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032707
ReturnHeader/PreparerPersonGrp/PhoneNum07279373116
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tim E Price
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-12-01T11:23:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAROLINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POEKERT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,089
Liabilities
-
Net assets
$30,089
Revenue
$79,765
Expenses
$71,644
Net income
$8,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$50.9$50.9$46.6$38.1$8.54
2024Detailed filing. Detailed filing data is available for this year.$42.4$42.4$83.6$78.7$4.82
2023Detailed filing. Detailed filing data is available for this year.$37.6$37.6$49.6$42.1$7.49
2022Detailed filing. Detailed filing data is available for this year.$30.1$30.1$79.8$71.6$8.12
2021Detailed filing. Detailed filing data is available for this year.$22.0$22.0$15.0$39.2$24.2
2020Detailed filing. Detailed filing data is available for this year.$46.2$0.00$46.2$81.5$62.9$18.6
2018Summary only. Only limited summary data is available for this year.$41.8$0.00$65.7$32.5$33.2
2017Summary only. Only limited summary data is available for this year.$8.63$0.00$37.8$39.1$1.30
2016Summary only. Only limited summary data is available for this year.$9.93$0.00$68.5$69.2$0.65
2015Summary only. Only limited summary data is available for this year.$10.6$0.00$53.6$56.0$2.38
2014Summary only. Only limited summary data is available for this year.$13.0$0.00$39.3$37.3$1.91
2013Summary only. Only limited summary data is available for this year.$12.7$1.63$79.8$90.6$10.8