Civic Intelligence

Tatum Ridge Elementary PTO

990EZ • Fiscal year 2021 • EIN 84-3950086

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 10, 2021

4100 Tatum RdSarasota, FL 34240

(941) 316-8188

Siviq Scores

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

Liabilities / Assets

81st percentile

0.17x

Higher debt load relative to assets than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

0.46x

Higher debt load relative to revenue than 90% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

58th percentile

14%

Higher net margin than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

48th percentile

4.3%

Faster asset growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-50%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$129,204

Up $5,271 (+4.3%) from 2020

Net Assets

Up

$107,177

Up $13,436 (+14%) from 2020

Liabilities

Down

$22,027

Down $8,165 (-27%) from 2020

Revenue

Down

$48,067

Down $48,044 (-50%) from 2020

Expenses

Down

$41,234

Down $18,765 (-31%) from 2020

Net Income

Down

$6,833

Down $29,279 (-81%) from 2020

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2020: $123,933Liabilities 2020: $30,192Net Assets 2020: $93,7412020Assets 2021: $129,204Liabilities 2021: $22,027Net Assets 2021: $107,1772021Assets 2022: $164,525Liabilities 2022: $20,462Net Assets 2022: $144,0632022Assets 2023: $158,217Liabilities 2023: $0Net Assets 2023: $158,2172023Assets 2024: $84,411Liabilities 2024: $0Net Assets 2024: $84,4112024

Highlighted filing

2021

Assets$129,204
Liabilities$22,027
Net Assets$107,177

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2020: $96,111Expenses 2020: $59,999Net Income 2020: $36,1122020Revenue 2021: $48,067Expenses 2021: $41,234Net Income 2021: $6,8332021Revenue 2022: $128,168Expenses 2022: $89,864Net Income 2022: $38,3042022Revenue 2023: $142,706Expenses 2023: $119,033Net Income 2023: $23,6732023Revenue 2024: $145,297Expenses 2024: $219,103Net Income 2024: -$73,8062024

Highlighted filing

2021

Revenue$48,067
Expenses$41,234
Net Income$6,833
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 10, 2021
Return Version
2020v4.0
Gross Receipts
$48,067
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.

Program Services

DescriptionGrantsExpenses
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 READATHON, CARNIVAL, BOOK FAIR, COLOR RUN AND MANY MORE.-$37,648
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE HUYCKPresidentPT$0--
KATIE BERNARDVice PresidePT$0--
JESSICA FEATHERTreasurer-$0--
SARA RESISENGERDirector-$0--
KELLI BRIANDIDirector-$0--
SOKUN WENZELParliamentar-$0--
Filing and Contact Details

Filer

Filer Name
Tatum Ridge Elementary Pto Inc
EIN
84-3950086
Phone
9413168188
Address
4100 TATUM RD, SARASOTA, FL 34240

Signing Officer

Name
Katie Bernard
Title
Vice President
Phone
9413168188
Signed
2021-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Westax Inc
Address
2477 STICKNEY PT RD SUITE 301B, SARASOTA, FL 34231
Preparer
Maurie West
Phone
9418931791
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses teacher/classroom support 3,924 staff apprec/recognition 4,224 student recognition 2,655 school media purchases 1,002 general operations 3,586 other 1,368 pto program costs 11,581 club program costs 12,894 total 41,234

Form 990-ez, Part I, Line 20

Club account operating loss 6,602

Form 990-ez, Part II, Line 24

Due from clubs 783 783 total 783 783

Form 990-ez, Part II, Line 26

Due to tre 2,278 715 club account escrow 27,914 21,312

Form 990-ez, Part III

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.

Form 990-ez, Part III, Line 28

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 readathon, carnival, book fair, color run and many more.

Raw XML Appendix149 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0KATIE HUYCK
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CompensationExplanation/CompensationExplanationGrp/PersonNm3SARA RESISENGER
CompensationExplanation/CompensationExplanationGrp/PersonNm4KELLI BRIANDI
CompensationExplanation/CompensationExplanationGrp/PersonNm5SOKUN WENZEL
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IRS990EZ/BooksInCareOfDetail/PersonNm0SOKUN WENZEL
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SARASOTA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTAR
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt06602
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramServiceRevenueAmt047947
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONEY 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 READATHON, CARNIVAL, BOOK FAIR, COLOR RUN AND MANY MORE.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TEACHER/CLASSROOM SUPPORT 3,924 STAFF APPREC/RECOGNITION 4,224 STUDENT RECOGNITION 2,655 SCHOOL MEDIA PURCHASES 1,002 GENERAL OPERATIONS 3,586 OTHER 1,368 PTO PROGRAM COSTS 11,581 CLUB PROGRAM COSTS 12,894 TOTAL 41,234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLUB ACCOUNT OPERATING LOSS 6,602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE FROM CLUBS 783 783 TOTAL 783 783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE TO TRE 2,278 715 CLUB ACCOUNT ESCROW 27,914 21,312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MONEY 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 READATHON, CARNIVAL, BOOK FAIR, COLOR RUN AND MANY MORE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE BERNARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09413168188
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TATUM RIDGE ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0TATU
ReturnHeader/Filer/EIN0843950086
ReturnHeader/Filer/PhoneNum09413168188
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 TATUM RD
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034240
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814816644
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WESTAX INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02477 STICKNEY PT RD SUITE 301B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034231
ReturnHeader/PreparerPersonGrp/PhoneNum09418931791
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAURIE WEST
ReturnHeader/ReturnTs02021-10-12T12:41:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNARD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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