Civic Intelligence

Lake Windward Elementary School PTO Inc.

990EZ • Fiscal year 2019 • EIN 82-4826447

Jun 01, 2018 to May 31, 2019 • Filed on Jul 23, 2019

Organization ProfileN/A
11770 East Fox CTAlpharetta, GA 30005

(404) 229-0615

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

59th percentile

7.6%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$49,091

Up $8,930 (+22%) from 2018

Net Assets

$49,091

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$118,078

Up $118,078 from 2018

Expenses

Up

$109,148

Up $109,093 (+198351%) from 2018

Net Income

Up

$8,930

Up $8,985 (+16336%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$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

2019

Assets$49,091
Liabilities-
Net Assets$49,091
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$118,078
Expenses$109,148
Net Income$8,930
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Jul 23, 2019
Return Version
2018v3.1
Gross Receipts
$135,824
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$52,635
School support and teacher supplementsat Lake Windward Elementary school$0$49,282
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashlee FewPresident-$0--
Sierra GritzTreasurer-$0--
Leigh Anne MattoxSecretary-$0--
Velerie ZomkowskiPresident-$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
Sierra Gritz
Title
Treasurer
Phone
4042290615
Signed
2019-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Caulfield CPA
Address
5620 TENBURY WAY, Johns Creek, GA 30022-8115
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 71155.”

Form 990EZ, Part I, Line 16

“Part 1 line 16 - Total expenses relating to PTO authorized expeditures 106245.”

Raw XML Appendix159 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/PersonNm0Sierra Gritz
IRS990EZ/BooksInCareOfDetail/PhoneNum04042290615
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011770 East Fox Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Alpharetta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030005
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040161
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049091
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IRS990EZ/ContributionsGiftsGrantsEtcAmt08422
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt032149
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0135824
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024098
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ashlee Few
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sierra Gritz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leigh Anne Mattox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Velerie Zomkowski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0106245
IRS990EZ/OtherRevenueTotalAmt071155
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Contributing and assisting the students and Teachers at Lake Windward Elementary School
IRS990EZ/PrintingPublicationsPostageAmt02486
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/ProgramServiceExpensesAmt052635
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt149282
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017746
IRS990EZ/SpecialEventsNetIncomeLossAmt014403
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0109148
IRS990EZ/TotalProgramServiceExpensesAmt0101917
IRS990EZ/TotalRevenueAmt0118078
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0103304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0103304
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0135824
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0135824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0135824
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0135824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1 - Line 8 - Total revenue from student and family engagement 71155.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Part 1 line 16 - Total expenses relating to PTO authorized expeditures 106245.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sierra Gritz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04042290615
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-23
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.97.182.230
ReturnHeader/FilingSecurityInformation/IPDt02019-07-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:37:37
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS CAULFIELD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05620 TENBURY WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Johns Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0300228115
ReturnHeader/PreparerPersonGrp/PhoneNum08457508650
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas P Caulfield
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-07-27T11:37:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,091
Liabilities
-
Net assets
$49,091
Revenue
$118,078
Expenses
$109,148
Net income
$8,930
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