Civic Intelligence

Lake Windward Elementary School PTO Inc.

990EZ • Fiscal year 2020 • EIN 82-4826447

Jun 01, 2019 to May 31, 2020 • Filed on Jul 29, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

23rd percentile

-17%

Higher net margin than 23% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-34%

Faster revenue growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$35,959

Down $13,132 (-27%) from 2019

Net Assets

Down

$35,959

Down $13,132 (-27%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Down

$78,357

Down $39,721 (-34%) from 2019

Expenses

Down

$91,489

Down $17,659 (-16%) from 2019

Net Income

Down

-$13,132

Down $22,062 (-247%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2020

Assets$35,959
Liabilities-
Net Assets$35,959
Open 2020 Filing

Operations Trend

Revenue Growth33rd percentile

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

2020

Revenue$78,357
Expenses$91,489
Net Income-$13,132
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Jul 29, 2020
Return Version
2019v5.1
Gross Receipts
$91,114
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$73,270
School support and teacher supplementsat Lake Windward Elementary school$0$5,057
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen ShepherdPresident-$0--
Ginger StutlerTreasurer-$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
Ginger Stutler
Title
Treasurer
Phone
4042290615
Signed
2020-07-29
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 19849.”

Form 990EZ, Part I, Line 16

“Part 1 line 16 - Total expenses relating to PTO authorized expeditures 88992.”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Ginger Stutler
IRS990EZ/BooksInCareOfDetail/PhoneNum04702547050
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011770 East Fox Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Alpharetta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030005
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049091
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035959
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014320
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13132
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0417
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049091
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035959
IRS990EZ/FundraisingGrossIncomeAmt025922
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt091114
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt031023
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049091
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035959
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049091
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035959
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
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/PersonNm0Kristen Shepherd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ginger Stutler
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/OtherExpensesTotalAmt088992
IRS990EZ/OtherRevenueTotalAmt019849
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Contributing and assisting the students and Teachers at Lake Windward Elementary School
IRS990EZ/PrintingPublicationsPostageAmt02080
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/ProgramServiceExpensesAmt073270
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15057
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012757
IRS990EZ/SpecialEventsNetIncomeLossAmt013165
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091489
IRS990EZ/TotalProgramServiceExpensesAmt078327
IRS990EZ/TotalRevenueAmt078357
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045343
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt077863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046470
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0103304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0149774
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0227637
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091813
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0135824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0227637
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0227637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1 - Line 8 - Total revenue from student and family engagement 19849.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Part 1 line 16 - Total expenses relating to PTO authorized expeditures 88992.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ginger Stutler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04042290615
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-29
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/FilingSecurityInformation/AtSubmissionCreationDeviceId09EF0F74BAFE7446982B66571C43211F7DB43C76B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09EF0F74BAFE7446982B66571C43211F7DB43C76B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.207.112.170
ReturnHeader/FilingSecurityInformation/IPDt02020-08-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:45:54
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/PreparationDt02020-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas P Caulfield
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-03T13:46:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,959
Liabilities
-
Net assets
$35,959
Revenue
$78,357
Expenses
$91,489
Net income
-$13,132
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