Civic Intelligence

Windermere Elementary School PTO Inc.

990EZ • Fiscal year 2022 • EIN 84-1967686

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 19, 2022

11125 Park AveWindermere, FL 34786

(407) 876-7520

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

82nd percentile

44%

Faster asset growth than 82% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

130%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$72,597

Up $22,216 (+44%) from 2021

Net Assets

$72,597

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $175 (-100%) from 2021

Revenue

Up

$49,290

Up $27,816 (+130%) from 2021

Expenses

Down

$26,899

Down $7,127 (-21%) from 2021

Net Income

Up

$22,391

Up $34,943 (+278%) from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2020: $62,991Liabilities 2020: $2332020Assets 2021: $50,381Liabilities 2021: $1752021Assets 2022: $72,597Liabilities 2022: $0Net Assets 2022: $72,5972022Assets 2023: $86,511Liabilities 2023: $249Net Assets 2023: $86,2622023Assets 2024: $108,130Liabilities 2024: $232Net Assets 2024: $107,8982024Assets 2025: $94,823Liabilities 2025: $371Net Assets 2025: $94,4522025

Highlighted filing

2022

Assets$72,597
Liabilities$0
Net Assets$72,597

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2020: $111,988Expenses 2020: $49,229Net Income 2020: $62,7592020Revenue 2021: $21,474Expenses 2021: $34,026Net Income 2021: -$12,5522021Revenue 2022: $49,290Expenses 2022: $26,899Net Income 2022: $22,3912022Revenue 2023: $74,695Expenses 2023: $61,030Net Income 2023: $13,6652023Revenue 2024: $88,235Expenses 2024: $66,599Net Income 2024: $21,6362024Revenue 2025: $73,011Expenses 2025: $86,457Net Income 2025: -$13,4462025

Highlighted filing

2022

Revenue$49,290
Expenses$26,899
Net Income$22,391
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 19, 2022
Return Version
2021v4.0
Gross Receipts
$140,854
Mission and Program Overview

Mission

Improve academic and social outcomes at WES

Program Services

DescriptionGrantsExpenses
Other expenses from Part I Line 16 on Schedule O minus School Improvements which is listed above$0$23,620
Book Fair$0$18,397
Spirit wear Provide clothing and items to raise WES school spirit and promote community$0$15,009
PTO Fundraiser Raise funds needed to support all of the programs$0$11,608
School nurse supplement OCPS funding to support full time nurse at WES$0$11,500
Yearbook$0$10,925
Spring Carnival Community event$0$9,881
School dance and game night Social events$0$9,106
5th Grade celebration$0$5,138
School improvements Make capital improvements at WES that can't be funded by OCPS$0$2,679
Printing$0$600
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maile AiwohiPresidentPT$0--
Jane RamseyVice PresidentPT$0--
Deborah CardosoTreasurerPT$0--
Leigh AndrusPrincipal LiaisonPT$0--
Amy ImmerfallMembership Director-$0--
Lisa MannSchool Improvements-$0--
Stephanie WeiszSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
PTO Fundraiser$63,115$63,115$0$63,115
Book Fair$18,260$18,260$0$18,260
Total Events$108,687$108,687$25,833$82,854
Filing and Contact Details

Filer

Filer Name
Windermere Elementary School Pto Inc
EIN
84-1967686
Phone
4078767520
Address
11125 Park Ave, Windermere, FL 34786

Signing Officer

Name
Deborah Cardoso
Title
Treasurer
Phone
4078767520
Signed
2022-07-19
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Corporate fees;255|Finance Expenses;2382|Administrative expenses;1869|Membership expenses;756|School Improvements;2679|Arts Program;170|Literacy program;1936|Science program;1856|Learning Garden;146|School events;2926|Orientation program;1755|Outreach expenses;1700|Staff appreciation;1863|Website;400|Recognition expenses;258|Mustang store;3098|Staff conferences;2250^Total;26299^

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Accounts receivable from Yearbook vendor;5374^Total;5374^

Raw XML Appendix270 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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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PTO Fundraiser
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Corporate fees;255|Finance Expenses;2382|Administrative expenses;1869|Membership expenses;756|School Improvements;2679|Arts Program;170|Literacy program;1936|Science program;1856|Learning Garden;146|School events;2926|Orientation program;1755|Outreach expenses;1700|Staff appreciation;1863|Website;400|Recognition expenses;258|Mustang store;3098|Staff conferences;2250^Total;26299^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;EOY Amount^Accounts receivable from Yearbook vendor;5374^Total;5374^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Deborah Cardoso
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04078767520
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINDERMERE ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0841967686
ReturnHeader/Filer/PhoneNum04078767520
ReturnHeader/Filer/USAddress/AddressLine1Txt011125 Park Ave
ReturnHeader/Filer/USAddress/CityNm0Windermere
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034786
ReturnHeader/ReturnTs02022-07-19T12:03:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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