Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
Tatum Ridge Elementary PTO
EIN 84-3950086 • 501(c)3 • Sarasota, FL
Pub. 78 Eligible
Profile
The tatum ridge parent teacher organization (pto) is a nonprofit group comprised of parents, teachers, and staff dedicated to improving the educational experience of all students at tatum ridge elementary school. Our goals are to encourage interaction between family and school, serve as a source of support, and work with teachers, staff, and the community at large to improve our childrens educational experience. The pto works closely with the school administration to meet this goal.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
21st percentile
Faster asset growth than 21% of similar nonprofits.
Revenue Growth
55th percentile
Faster revenue growth than 55% of similar nonprofits.
Balance Sheet
Assets
Down$84,411
Down $73,806 (-47%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Down$84,411
Down $73,806 (-47%) from 2023
Revenue
Up$145,297
Up $2,591 (+1.8%) from 2023
Expenses
Up$219,103
Up $100,070 (+84%) from 2023
Net Income
Down-$73,806
Down $97,479 (-412%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $84,411
- Liabilities
- $0
- Net assets
- $84,411
- Revenue
- $145,297
- Expenses
- $219,103
- Net income
- -$73,806
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Sep 5, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $145,297
Mission and Program Overview
Mission
The tatum ridge parent teacher organization (pto) is a nonprofit group comprised of parents, teachers, and staff dedicated to improving the educational experience of all students at tatum ridge elementary school. Our goals are to encourage interaction between family and school, serve as a source of support, and work with teachers, staff, and the community at large to improve our childrens educational experience. The pto works closely with the school administration to meet this goal.
The tatum ridge parent teacher organization (pto) is a nonprofit group comprised of parents, teachers, and staff dedicated to improving the educational experience of all students at tatum ridge elementary school. Our goals are to encourage interaction between family and school,serve as a source of support, and work with teachers, staff, and the community at large toimprove our childrens educational experience. The pto works closely with the schooladministration to meet this goal
Program Services
| Description | Grants | Expenses |
|---|---|---|
| MONEY RAISED BY THE PTO SPONSORED PROGRAMS/EVENTS HELPS SUPPORT TATUM RIDGE ELEMENTARY INCLUDING PURCHASING SCHOOL EQUIPMENT AND RESOURCE MATERIALS FOR THE STUDENTS AND STAFF AND ALSO MAKES IT POSSIBLE TO HOST MANY OF OUR EVENTS ENRICHING THE SCHOOL. ONE HUNDRED PERCENT OF THE MONEY RAISED THROUGH PTO GOES DIRECTLY BACK TO BENEFIT THE TATUM RIDGE STUDENTS AND STAFF. SOME OF THE MAIN PROGRAMS ACCOMPLISHED DURING THIS SCHOOL YEAR THAT HELPED SUPPORT OUR MISSION INCLUDE A CARNIVAL, BOOK FAIR, COLOR RUN AND MANY MORE | $144,192 | $219,101 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| RACHAEL LUTZ | Communications/ Social Media | - | $0 | - | - |
| DANIELLE FORD | President | - | $0 | - | - |
| EMILY WERNER | Secretary | - | $0 | - | - |
| EMMA GOLDBERG | Treasurer | - | $0 | - | - |
| ELISABETH HAYCOOK | Vice President | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Tatum Ridge Elementary Pto Inc
- EIN
- 84-3950086
- Phone
- 9413168188
- Address
- 4100 TATUM ROAD, SARASOTA, FL 34240
Signing Officer
- Name
- Emma Goldberg
- Title
- Treasurer
- Phone
- 9413168188
- Signed
- 2024-09-05
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Carr Riggs & Ingram LLC
- Address
- 1001 3RD AVENUE W STE 500, BRADENTON, FL 34205
- Preparer
- Garrett B Shinn CPA
- Phone
- 9417470500
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 1,105.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: expenses-other. Amount: 17,957. Description: funds. Amount: 64,683. Description: events & celebrations. Amount: 98,217. Description: travel. Amount: 1,895. Description: insurance. Amount: 410. Description: sponsorships. Amount: 16,006. Description: operating expenses. Amount: 1,642. Description: grants. Amount: 1,725. Total to form 990-ez, line 16: 202,535.”
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.
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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SARASOTA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
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| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -73806 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 158217 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 84411 |
| IRS990EZ/GrossReceiptsAmt | 0 | 145297 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1105 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 158217 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 84411 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 158217 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 84411 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 1736 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | RACHAEL LUTZ |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | EMILY WERNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | EMMA GOLDBERG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ELISABETH HAYCOOK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | COMMUNICATIONS/ SOCIAL MEDIA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VICE PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 202535 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE TATUM RIDGE PARENT TEACHER ORGANIZATION (PTO) IS A NONPROFIT GROUP COMPRISED OF PARENTS, TEACHERS, AND STAFF DEDICATED TO IMPROVING THE EDUCATIONAL EXPERIENCE OF ALL STUDENTS AT TATUM RIDGE ELEMENTARY SCHOOL. OUR GOALS ARE TO ENCOURAGE INTERACTION BETWEEN FAMILY AND SCHOOL,SERVE AS A SOURCE OF SUPPORT, AND WORK WITH TEACHERS, STAFF, AND THE COMMUNITY AT LARGE TOIMPROVE OUR CHILDRENS EDUCATIONAL EXPERIENCE. THE PTO WORKS CLOSELY WITH THE SCHOOLADMINISTRATION TO MEET THIS GOAL |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 14832 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | MONEY RAISED BY THE PTO SPONSORED PROGRAMS/EVENTS HELPS SUPPORT TATUM RIDGE ELEMENTARY INCLUDING PURCHASING SCHOOL EQUIPMENT AND RESOURCE MATERIALS FOR THE STUDENTS AND STAFF AND ALSO MAKES IT POSSIBLE TO HOST MANY OF OUR EVENTS ENRICHING THE SCHOOL. ONE HUNDRED PERCENT OF THE MONEY RAISED THROUGH PTO GOES DIRECTLY BACK TO BENEFIT THE TATUM RIDGE STUDENTS AND STAFF. SOME OF THE MAIN PROGRAMS ACCOMPLISHED DURING THIS SCHOOL YEAR THAT HELPED SUPPORT OUR MISSION INCLUDE A CARNIVAL, BOOK FAIR, COLOR RUN AND MANY MORE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 144192 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 219101 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 219103 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 219101 |
| IRS990EZ/TotalRevenueAmt | 0 | 145297 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://TATUMRIDGEPTO.PTBOARD.COM |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 144192 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 144192 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 1105 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 1105 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 142706 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 128168 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 48067 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 96111 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 415052 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 1105 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 1105 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00200 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99800 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 559244 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 144192 |
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| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 128168 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 48067 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 96111 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 559244 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 145297 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 142706 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 128168 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 48067 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 96111 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 560349 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 1,105. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: EXPENSES-OTHER. AMOUNT: 17,957. DESCRIPTION: FUNDS. AMOUNT: 64,683. DESCRIPTION: EVENTS & CELEBRATIONS. AMOUNT: 98,217. DESCRIPTION: TRAVEL. AMOUNT: 1,895. DESCRIPTION: INSURANCE. AMOUNT: 410. DESCRIPTION: SPONSORSHIPS. AMOUNT: 16,006. DESCRIPTION: OPERATING EXPENSES. AMOUNT: 1,642. DESCRIPTION: GRANTS. AMOUNT: 1,725. TOTAL TO FORM 990-EZ, LINE 16: 202,535. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2024-08-08 14:25:15Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | EMMA GOLDBERG |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9413168188 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-09-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | TATUM RIDGE ELEMENTARY PTO INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | TATU |
| ReturnHeader/Filer/EIN | 0 | 843950086 |
| ReturnHeader/Filer/PhoneNum | 0 | 9413168188 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4100 TATUM ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SARASOTA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 34240 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 721396621 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CARR RIGGS & INGRAM LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1001 3RD AVENUE W STE 500 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BRADENTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 34205 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9417470500 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-09-04 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GARRETT B SHINN CPA |
| ReturnHeader/ReturnTs | 0 | 2024-09-11T15:19:14-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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