Civic Intelligence

Trinity Elementary School PTO Inc.

990EZ • Fiscal year 2023 • EIN 59-3722191

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 24, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

76th percentile

25%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-38%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$37,575

Up $7,486 (+25%) from 2022

Net Assets

Up

$37,575

Up $7,486 (+25%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$49,599

Down $30,166 (-38%) from 2022

Expenses

Down

$42,113

Down $29,531 (-41%) from 2022

Net Income

Down

$7,486

Down $635 (-7.8%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$37,575
Liabilities-
Net Assets$37,575

Operations Trend

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

2023

Revenue$49,599
Expenses$42,113
Net Income$7,486
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 24, 2023
Return Version
2022v5.0
Gross Receipts
$76,744
Mission and Program Overview

Mission

FUNDRAISING

Program Services

DescriptionGrantsExpenses
SPIRIT WEAR/ SCHOOL STORE - $11,488 INCOME$0$11,400
TEACHER APPRECIATION - $2547 INCOME$0$4,920
STUDENT EVENTS - $6884 INCOME$0$3,122
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMANTHA TOBIASPresidentPT$0--
KAROLINA EVA POEKERTTreasurerPT$0--
BRIDGET FEYSecretaryPT$0--
MARY CATHERINE MCDONALDVP CommunicationsPT$0--
KELLI NETTLETONVP VolunteersPT$0--
KRISTEN INGRAMMembershipsPT$0--
JILIAN KUDAKVP Special EventsPT$0--
NICOLE HANSENSpecial EventsPT$0--
CRYSTAL BARKETTVP Business PartnersPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festival$14,309$14,309$7,114$7,195
Holiday Boutique$11,672$11,672$8,985$2,687
Total Events$43,650$43,650$27,145$16,505
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
2023-10-24
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, 16503.

Form 990EZ, Part I, Line 16

ANNUAL FL LICENSE 61.

Form 990EZ, Part I, Line 16

BANK FEES 96.

Form 990EZ, Part I, Line 16

PROGRAM EXPENSES 16383.

Form 990EZ, Part I, Line 16

SUPPLIES 410.

Form 990EZ, Part I, Line 16

TEACHER AWARDS 4920.

Form 990EZ, Part I, Line 16

Membership meetings 3190.

Raw XML Appendix228 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATION FOR TECHNOLOGY, SUPPLIES & CURRICULUM; CASH DONATION; TRINITY ELEMENTARY SCHOOL: 2209 DUCK SLOUGH BLVD., TRINITY, FL, 34655; NONE, 16503.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL FL LICENSE 61.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES 96.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES 16383.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES 410.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER AWARDS 4920.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERSHIP MEETINGS 3190.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
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ReturnHeader/ReturnTs02023-10-24T07:51:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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