Civic Intelligence

Tatum Ridge Elementary PTO

990EZ • Fiscal year 2022 • EIN 84-3950086

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 02, 2022

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

0.12x

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

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

Liabilities / Revenue

85th percentile

0.16x

Higher debt load relative to revenue than 85% of similar nonprofits.

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

Net Margin

79th percentile

30%

Higher net margin than 79% 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

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

89th percentile

167%

Faster revenue growth than 89% of similar nonprofits.

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

Assets

Up

$164,525

Up $35,321 (+27%) from 2021

Net Assets

Up

$144,063

Up $36,886 (+34%) from 2021

Liabilities

Down

$20,462

Down $1,565 (-7.1%) from 2021

Revenue

Up

$128,168

Up $80,101 (+167%) from 2021

Expenses

Up

$89,864

Up $48,630 (+118%) from 2021

Net Income

Up

$38,304

Up $31,471 (+461%) from 2021

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

2022

Assets$164,525
Liabilities$20,462
Net Assets$144,063

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

2022

Revenue$128,168
Expenses$89,864
Net Income$38,304
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 2, 2022
Return Version
2021v4.0
Gross Receipts
$128,168
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 CARNIVAL, BOOK FAIR, COLOR RUN AND MANY MORE.-$89,063
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE HUYCKParliamentar-$0--
KATIE BERNARDPresidentPT$0--
JESSICA FEATHERTreasurerPT$0--
SARA RESISENGERVice PresidePT$0--
KELLI BRIANDIDirector-$0--
SOKUN WENZELSecretary-$0--
SUSAN COURTERDirector-$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
Jessica Feather
Title
Treasurer
Phone
9413168188
Signed
2022-09-02
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 13,170 staff apprec/recognition 3,554 student recognition 2,481 school media purchases 1,726 general operations 397 other pto program costs 5,058 school equipment 3,696 club program costs 59,378 insurance 404 total 89,864

Form 990-ez, Part I, Line 20

Prior period adjustment -566 increase to club account balances -851

Form 990-ez, Part II, Line 24

Due from clubs 783 0 total 783 0

Form 990-ez, Part II, Line 26

Due to tre 715 0 club account escrow 21,312 20,462

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 carnival, book fair, color run and many more.

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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/TitleTxt3VICE PRESIDE
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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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TEACHER/CLASSROOM SUPPORT 13,170 STAFF APPREC/RECOGNITION 3,554 STUDENT RECOGNITION 2,481 SCHOOL MEDIA PURCHASES 1,726 GENERAL OPERATIONS 397 OTHER PTO PROGRAM COSTS 5,058 SCHOOL EQUIPMENT 3,696 CLUB PROGRAM COSTS 59,378 INSURANCE 404 TOTAL 89,864
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT -566 INCREASE TO CLUB ACCOUNT BALANCES -851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE FROM CLUBS 783 0 TOTAL 783 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE TO TRE 715 0 CLUB ACCOUNT ESCROW 21,312 20,462
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 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
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09413168188
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-02
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ReturnHeader/Filer/PhoneNum09413168188
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
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ReturnHeader/PreparerPersonGrp/PhoneNum09418931791
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAURIE WEST
ReturnHeader/ReturnTs02022-10-05T10:08:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JESSICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FEATHER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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