Civic Intelligence

Tatum Ridge Elementary PTO

990EZ • Fiscal year 2023 • EIN 84-3950086

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 21, 2023

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

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

70th percentile

17%

Higher net margin than 70% 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

40th percentile

-3.8%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

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

Assets

Down

$158,217

Down $6,308 (-3.8%) from 2022

Net Assets

Up

$158,217

Up $14,154 (+9.8%) from 2022

Liabilities

Down

$0

Down $20,462 (-100%) from 2022

Revenue

Up

$142,706

Up $14,538 (+11%) from 2022

Expenses

Up

$119,033

Up $29,169 (+32%) from 2022

Net Income

Down

$23,673

Down $14,631 (-38%) from 2022

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

2023

Assets$158,217
Liabilities$0
Net Assets$158,217

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

2023

Revenue$142,706
Expenses$119,033
Net Income$23,673
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 21, 2023
Return Version
2022v5.0
Gross Receipts
$142,706
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.-$117,750
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
2023-09-21
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 5th grade celebration & 8,830 club program costs 23,269 general operations 1,305 grants for school/school 50,132 insurance 435 other pto program costs 10,965 school equipment 1,155 staff apprec/recognition 3,879 student recognition 3,027 teacher/classroom support 16,036 total 119,033

Form 990-ez, Part I, Line 20

Prior period adjustment from absorbing club activi -9,519

Form 990-ez, Part II, Line 24

Due from clubs 0 0 total 0 0

Form 990-ez, Part II, Line 26

Club account escrow 20,462 0

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/PersonNm0KATIE HUYCK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA FEATHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARA RESISENGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLI BRIANDI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUSAN COURTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt0119033
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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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/ProgramServiceRevenueAmt0142703
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 CARNIVAL, BOOK FAIR, COLOR RUN AND MANY MORE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 5TH GRADE CELEBRATION & 8,830 CLUB PROGRAM COSTS 23,269 GENERAL OPERATIONS 1,305 GRANTS FOR SCHOOL/SCHOOL 50,132 INSURANCE 435 OTHER PTO PROGRAM COSTS 10,965 SCHOOL EQUIPMENT 1,155 STAFF APPREC/RECOGNITION 3,879 STUDENT RECOGNITION 3,027 TEACHER/CLASSROOM SUPPORT 16,036 TOTAL 119,033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT FROM ABSORBING CLUB ACTIVI -9,519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE FROM CLUBS 0 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLUB ACCOUNT ESCROW 20,462 0
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA FEATHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09413168188
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-21
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ReturnHeader/Filer/EIN0843950086
ReturnHeader/Filer/PhoneNum09413168188
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ReturnHeader/Filer/USAddress/CityNm0SARASOTA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerPersonGrp/PhoneNum09418931791
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAURIE WEST
ReturnHeader/ReturnTs02023-09-26T14:16:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JESSICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FEATHER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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