Civic Intelligence

Lake Windward Elementary School PTO

EIN 82-4826447 • 501(c)3 • Alpharetta, GA

Profile

Contributing and assisting the students and Teachers at Lake Windward Elementary School

11770 East Fox CTAlpharetta, GA 30005

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

6.4%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$62,102

Up $10,535 (+20%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$62,102

Up $11,254 (+22%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Up

$73,759

Up $4,405 (+6.4%) from 2024

Expenses

Up

$62,505

Up $4,263 (+7.3%) from 2024

Net Income

Up

$11,254

Up $142 (+1.3%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2018: $40,161Liabilities 2018: $02018Assets 2019: $49,091Net Assets 2019: $49,0912019Assets 2020: $35,959Net Assets 2020: $35,9592020Assets 2021: $24,378Net Assets 2021: $24,3782021Assets 2022: $38,696Liabilities 2022: $2,939Net Assets 2022: $35,7572022Assets 2023: $54,508Liabilities 2023: $14,772Net Assets 2023: $39,7362023Assets 2024: $51,567Liabilities 2024: $719Net Assets 2024: $50,8482024Assets 2025: $62,102Net Assets 2025: $62,1022025

Highlighted filing

2025

Assets$62,102
Liabilities-
Net Assets$62,102
Open 2025 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2018: $0Expenses 2018: $55Net Income 2018: -$552018Revenue 2019: $118,078Expenses 2019: $109,148Net Income 2019: $8,9302019Revenue 2020: $78,357Expenses 2020: $91,489Net Income 2020: -$13,1322020Revenue 2021: $14,536Expenses 2021: $26,117Net Income 2021: -$11,5812021Revenue 2022: $40,787Expenses 2022: $29,408Net Income 2022: $11,3792022Revenue 2023: $73,004Expenses 2023: $69,025Net Income 2023: $3,9792023Revenue 2024: $69,354Expenses 2024: $58,242Net Income 2024: $11,1122024Revenue 2025: $73,759Expenses 2025: $62,505Net Income 2025: $11,2542025

Highlighted filing

2025

Revenue$73,759
Expenses$62,505
Net Income$11,254
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,102
Liabilities
-
Net assets
$62,102
Revenue
$73,759
Expenses
$62,505
Net income
$11,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.74$0.63$0.11
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$0.69$0.58$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.15$0.40$0.73$0.69$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.03$0.36$0.41$0.29$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.15$0.26$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.78$0.91$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.49$1.18$1.09$0.09
2018Summary only. Only limited summary data is available for this year.$0.40$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Aug 30, 2025
Return Version
2024v5.2
Gross Receipts
$97,225
Mission and Program Overview

Mission

Contributing and assisting the students and Teachers at Lake Windward Elementary School

Program Services

DescriptionGrantsExpenses
Teacher, Student and Family supportat Lake Windward Elementary school$0$56,762
School support and teacher supplementsat Lake Windward Elementary school$0$22,740
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lindsay LunsfordPresident-$0--
Anita BrinsonTreasurer-$0--
Marta TorradoSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lake Windward Elementary School PTO
EIN
82-4826447
Phone
4042290615
Address
11770 East Fox CT, Alpharetta, GA 30005

Signing Officer

Name
Anita Brinson
Title
Treasurer
Phone
4042290615
Signed
2025-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Caulfield CPA
Address
5620 TENBURY WAY, Johns Creek, GA 30022
Preparer
Thomas P Caulfield
Phone
8457508650
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Part 1 - Line 8 - Total revenue from student and family engagement 33778.”

Form 990EZ, Part I, Line 16

“Part 1 line 16 - Total expenses relating to PTO authorized expeditures 59520.”

Form 990EZ, Part II, Line 24

“Other receivables”

Form 990EZ, Part II, Line 26

“Accrued expenses 719.”

Raw XML Appendix164 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/BooksInCareOfDetail/PersonNm0Anita Brinson
IRS990EZ/BooksInCareOfDetail/PhoneNum04702547050
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011770 East Fox Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Alpharetta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030005
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051567
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062102
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08269
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011254
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02985
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051567
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062102
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt055178
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt097225
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050848
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062102
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050848
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062102
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lindsay Lunsford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Anita Brinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marta Torrado
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt059520
IRS990EZ/OtherRevenueTotalAmt033778
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Contributing and assisting the students and Teachers at Lake Windward Elementary School
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher, Student and Family supportat Lake Windward Elementary school
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School support and teacher supplementsat Lake Windward Elementary school
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056762
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122740
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023466
IRS990EZ/SpecialEventsNetIncomeLossAmt031712
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0719
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062505
IRS990EZ/TotalProgramServiceExpensesAmt079502
IRS990EZ/TotalRevenueAmt073759
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08269
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06667
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034974
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt088956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0114308
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0141192
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09222
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0364753
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0399727
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt097225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0125469
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0146608
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015889
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014536
IRS990ScheduleA/Total509Grp/TotalAmt0399727
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0399727
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1 - Line 8 - Total revenue from student and family engagement 33778.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Part 1 line 16 - Total expenses relating to PTO authorized expeditures 59520.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other receivables
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accrued expenses 719.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anita Brinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04042290615
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Windward Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0824826447
ReturnHeader/Filer/PhoneNum04042290615
ReturnHeader/Filer/USAddress/AddressLine1Txt011770 East Fox CT
ReturnHeader/Filer/USAddress/CityNm0Alpharetta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030005
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814622013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS CAULFIELD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05620 TENBURY WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Johns Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030022
ReturnHeader/PreparerPersonGrp/PhoneNum08457508650
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas P Caulfield
ReturnHeader/ReturnTs02025-09-14T11:21:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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