Civic Intelligence

Robert E Willis Elementary PTO Inc

EIN 90-0386111 • 501(c)3 • Lakewood Ranch, FL

Profile

Raise Funds to Support the students, teachers, staff and families of Robert E Willis Elementary School in Lakewood Ranch, Florida

14705 The Masters AveLakewood Ranch, FL 34202

www.williselementarypto.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

94th percentile

135%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

-7.2%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$90,772

Up $52,136 (+135%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$90,772

Up $52,136 (+135%) from 2024

Revenue

Down

$111,060

Down $8,583 (-7.2%) from 2024

Expenses

Down

$58,924

Down $59,836 (-50%) from 2024

Net Income

Up

$52,136

Up $51,253 (+5804%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2013: $72,457Liabilities 2013: $02013Assets 2014: $23,522Liabilities 2014: $02014Assets 2015: $55,402Liabilities 2015: $02015Assets 2016: $95,861Liabilities 2016: $02016Assets 2017: $41,701Liabilities 2017: $02017Assets 2018: $51,570Liabilities 2018: $0Net Assets 2018: $51,5702018Assets 2019: $81,147Liabilities 2019: $0Net Assets 2019: $81,1472019Assets 2020: $53,153Liabilities 2020: $02020Assets 2021: $80,678Net Assets 2021: $80,6782021Assets 2022: $61,101Net Assets 2022: $61,1012022Assets 2023: $37,753Liabilities 2023: $0Net Assets 2023: $37,7532023Assets 2024: $38,636Liabilities 2024: $0Net Assets 2024: $38,6362024Assets 2025: $90,772Liabilities 2025: $0Net Assets 2025: $90,7722025

Highlighted filing

2025

Assets$90,772
Liabilities$0
Net Assets$90,772

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2013: $128,092Expenses 2013: $84,637Net Income 2013: $43,4552013Revenue 2014: $62,237Expenses 2014: $70,490Net Income 2014: -$8,2532014Revenue 2015: $87,682Expenses 2015: $55,802Net Income 2015: $31,8802015Revenue 2016: $140,786Expenses 2016: $100,327Net Income 2016: $40,4592016Revenue 2017: $116,270Expenses 2017: $170,431Net Income 2017: -$54,1612017Revenue 2018: $127,640Expenses 2018: $117,771Net Income 2018: $9,8692018Revenue 2019: $123,234Expenses 2019: $93,657Net Income 2019: $29,5772019Revenue 2020: $138,421Expenses 2020: $166,521Net Income 2020: -$28,1002020Revenue 2021: $71,877Expenses 2021: $44,352Net Income 2021: $27,5252021Revenue 2022: $14,550Expenses 2022: $34,127Net Income 2022: -$19,5772022Revenue 2023: $116,899Expenses 2023: $140,247Net Income 2023: -$23,3482023Revenue 2024: $119,643Expenses 2024: $118,760Net Income 2024: $8832024Revenue 2025: $111,060Expenses 2025: $58,924Net Income 2025: $52,1362025

Highlighted filing

2025

Revenue$111,060
Expenses$58,924
Net Income$52,136

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 16, 2025
Return Version
2024v5.0
Gross Receipts
$183,916
Mission and Program Overview

Mission

Raise Funds to Support the students, teachers, staff and families of Robert E Willis Elementary School in Lakewood Ranch, Florida

Raise funds to support the students, teachers, staff and families of Robert E Willis Elementary School in Lakewood Ranch, Florida.

Program Services

DescriptionGrantsExpenses
Raise funds to support the students, teachers, staff and families of Robert E Willis Elementary School in Lakewood Ranch, Florida.$0$131,781
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Samantha BeebePresidentPT$0--
Jackie ElmoreVice PresidentPT$0--
Jennifer BeirauTreasurerPT$0--
Nicole DelaneySecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$66,433$66,433$12,108$54,325
Holiday Shop$16,469$16,469$11,576$4,893
Total Events$132,978$132,978$44,293$88,685
Filing and Contact Details

Filer

Filer Name
Robert E Willis Elementary Pto Inc
EIN
90-0386111
Phone
9413168245
Address
14705 The Masters Ave, Lakewood Ranch, FL 34202

Signing Officer

Name
Jennifer Beirau
Title
Treasurer
Phone
3126180323
Signed
2025-11-16
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Insurance;1076|Landscaping;1370|Sunbiz Annual Fees;123|Website Expenses;351|Decorating Committee;300|5th Grade Committee;12201|Safety Patrol;519|Gecko News Crew;696|Runners Club;1620|Operating Costs School Supplies;3000|Willis Kindness Fund;426|Principal Fund;3096|Kindergarten Playdate;847|Open House;394|Grandparents Night;2029|Field Day;1375|VPK Graduation;771|Media Center;2857|School Requests;5311|Teacher Training;9000|Classroom Supplies;11562^Total;58924^

Raw XML Appendix196 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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038100
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Insurance;1076|Landscaping;1370|Sunbiz Annual Fees;123|Website Expenses;351|Decorating Committee;300|5th Grade Committee;12201|Safety Patrol;519|Gecko News Crew;696|Runners Club;1620|Operating Costs School Supplies;3000|Willis Kindness Fund;426|Principal Fund;3096|Kindergarten Playdate;847|Open House;394|Grandparents Night;2029|Field Day;1375|VPK Graduation;771|Media Center;2857|School Requests;5311|Teacher Training;9000|Classroom Supplies;11562^Total;58924^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Beirau
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03126180323
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-16
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ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0900386111
ReturnHeader/Filer/PhoneNum09413168245
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ReturnHeader/ReturnTs02025-11-17T11:01:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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