Civic Intelligence

Lake Windward Elementary School PTO Inc.

990EZ • Fiscal year 2023 • EIN 82-4826447

Jun 01, 2022 to May 31, 2023 • Filed on Jun 09, 2023

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

86th percentile

0.27x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

54th percentile

5.5%

Higher net margin than 54% 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

83rd percentile

41%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

87th percentile

79%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$54,508

Up $15,812 (+41%) from 2022

Net Assets

Up

$39,736

Up $3,979 (+11%) from 2022

Liabilities

Up

$14,772

Up $11,833 (+403%) from 2022

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin54th percentile

Revenue

Up

$73,004

Up $32,217 (+79%) from 2022

Expenses

Up

$69,025

Up $39,617 (+135%) from 2022

Net Income

Down

$3,979

Down $7,400 (-65%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2023

Assets$54,508
Liabilities$14,772
Net Assets$39,736
Open 2023 Filing

Operations Trend

Revenue Growth87th 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

2023

Revenue$73,004
Expenses$69,025
Net Income$3,979
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Jun 9, 2023
Return Version
2022v5.0
Gross Receipts
$146,609
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$109,101
School support and teacher supplementsat Lake Windward Elementary school$0$27,194
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lindsay LunsfordPresident-$0--
Anita BrinsonTreasurer-$0--
Savannah PollyniakSecretary-$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
2023-06-09
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 40228.”

Form 990EZ, Part I, Line 16

“Part 1 line 16 - Total expenses relating to PTO authorized expeditures 64267.”

Form 990EZ, Part II, Line 24

“Other receivables 619. 0.”

Form 990EZ, Part II, Line 26

“Accrued expenses 2939. 14772.”

Raw XML Appendix172 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lindsay Lunsford
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Savannah Pollyniak
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt064267
IRS990EZ/OtherRevenueTotalAmt040228
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt01806
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/TotalRevenueAmt073004
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06667
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1 - Line 8 - Total revenue from student and family engagement 40228.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Part 1 line 16 - Total expenses relating to PTO authorized expeditures 64267.
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ReturnHeader/Filer/EIN0824826447
ReturnHeader/Filer/PhoneNum04042290615
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas P Caulfield
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-27T11:52:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Anita
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Brinson
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,508
Liabilities
$14,772
Net assets
$39,736
Revenue
$73,004
Expenses
$69,025
Net income
$3,979
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