Civic Intelligence

Robert E Willis Elementary PTO Inc.

990EZ • Fiscal year 2022 • EIN 90-0386111

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 13, 2022

Organization ProfileWWW.WILLISELEMENTARYPTO.COM
14705 The Masters AveLakewood Ranch, FL 34202-5906

(941) 316-8245

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

5th percentile

-135%

Higher net margin than 5% 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

19th percentile

-24%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

5th percentile

-80%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$61,101

Down $19,577 (-24%) from 2021

Net Assets

Down

$61,101

Down $19,577 (-24%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$14,550

Down $57,327 (-80%) from 2021

Expenses

Down

$34,127

Down $10,225 (-23%) from 2021

Net Income

Down

-$19,577

Down $47,102 (-171%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$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

2022

Assets$61,101
Liabilities-
Net Assets$61,101
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$14,550
Expenses$34,127
Net Income-$19,577
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 13, 2022
Return Version
2021v4.0
Gross Receipts
$198,831
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

We are the school pto for robert e willis elementary school. We plan fundraisers throughout the year to benefit the school, staff and students.

Program Services

DescriptionGrantsExpenses
SCHOOL EVENTS IN WHICH WE PROVIDED AN ACTIVITY FOR THE SCHOOL SUCH AS UNIFORM SALES, WALK-A-THON FUNDRAISERS WHICH WE SPENT MONEY ON PRIZES AND OTHER COSTS OF THE EVENT. THE PROCEEDS ARE USED TO FUND SCHOOL EVENTS.-$34,127
SCHOOL EVENTS IN WHICH WE PROVIDED AN ACTIVITY FOR THE SCHOOL SUCH AS UNIFORM SALES, WALK-A-THON FUNDRAISERS WHICH WE SPENT MONEY ON PRIZES AND OTHER COSTS OF THE EVENT. THE PROCEEDS ARE USED TO FUND SCHOOL EVENTS.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLISON BOCCOCIOPresidentPT$0--
LINDSAY MARKUNVice PresidePT$0--
MELISSA SUMMERLEESecretaryPT$0--
MINDY BUCKLEYTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wat$98,360$98,360$113,798$-15,438
Book Fair$27,394$27,394$15,258$12,136
Total Events$192,130$192,130$177,948$14,182
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 34202-5906

Signing Officer

Name
Allison Boccocio
Title
President
Phone
9413168245
Signed
2022-09-13
Discuss with paid preparer
Yes

Preparer

Firm
Lori-nan Mihaley Pa
Address
2999 S TAMIAMI TRL SUITE 1, SARASOTA, FL 34239-5106
Preparer
Lori-nan Mihaley
Phone
9413657370
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

“We are the school pto for robert e willis elementary school. We plan fundraisers throughout the year to benefit the school, staff and students.”

Form 990-ez, Part III, Line 31

“School events in which we provided an activity for the school such as uniform sales, walk-a-thon fundraisers which we spent money on prizes and other costs of the event. The proceeds are used to fund school events.”

Raw XML Appendix152 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MINDY BUCKLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09413168245
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014705 THE MASTERS AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKEWOOD RANCH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080678
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061101
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01931
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19577
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt034127
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0196897
IRS990EZ/GrossReceiptsAmt0198831
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt080678
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALLISON BOCCOCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDSAY MARKUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA SUMMERLEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MINDY BUCKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WE ARE THE SCHOOL PTO FOR ROBERT E WILLIS ELEMENTARY SCHOOL. WE PLAN FUNDRAISERS THROUGHOUT THE YEAR TO BENEFIT THE SCHOOL, STAFF AND STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL EVENTS IN WHICH WE PROVIDED AN ACTIVITY FOR THE SCHOOL SUCH AS UNIFORM SALES, WALK-A-THON FUNDRAISERS WHICH WE SPENT MONEY ON PRIZES AND OTHER COSTS OF THE EVENT. THE PROCEEDS ARE USED TO FUND SCHOOL EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL EVENTS IN WHICH WE PROVIDED AN ACTIVITY FOR THE SCHOOL SUCH AS UNIFORM SALES, WALK-A-THON FUNDRAISERS WHICH WE SPENT MONEY ON PRIZES AND OTHER COSTS OF THE EVENT. THE PROCEEDS ARE USED TO FUND SCHOOL EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034127
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0184281
IRS990EZ/SpecialEventsNetIncomeLossAmt012616
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034127
IRS990EZ/TotalProgramServiceExpensesAmt034127
IRS990EZ/TotalRevenueAmt014550
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WILLISELEMENTARYPTO.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01927
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100496
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0191729
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0216994
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0217856
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0729002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0196900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0196900
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0925902
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0198827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100496
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0191729
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0216994
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0217856
IRS990ScheduleA/Total509Grp/TotalAmt0925902
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0198827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0100496
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0191729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0216994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0217856
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0925902
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0177948
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WAT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt098360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027394
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt066376
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0192130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt098360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027394
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt066376
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014182
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt048892
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0177948
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0113798
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015258
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WE ARE THE SCHOOL PTO FOR ROBERT E WILLIS ELEMENTARY SCHOOL. WE PLAN FUNDRAISERS THROUGHOUT THE YEAR TO BENEFIT THE SCHOOL, STAFF AND STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL EVENTS IN WHICH WE PROVIDED AN ACTIVITY FOR THE SCHOOL SUCH AS UNIFORM SALES, WALK-A-THON FUNDRAISERS WHICH WE SPENT MONEY ON PRIZES AND OTHER COSTS OF THE EVENT. THE PROCEEDS ARE USED TO FUND SCHOOL EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLISON BOCCOCIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09413168245
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT E WILLIS ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0900386111
ReturnHeader/Filer/PhoneNum09413168245
ReturnHeader/Filer/USAddress/AddressLine1Txt014705 THE MASTERS AVE
ReturnHeader/Filer/USAddress/CityNm0LAKEWOOD RANCH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0342025906
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592728464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LORI-NAN MIHALEY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02999 S TAMIAMI TRL SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342395106
ReturnHeader/PreparerPersonGrp/PhoneNum09413657370
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI-NAN MIHALEY
ReturnHeader/ReturnTs02022-09-15T09:22:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALLISON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOCCOCCIO
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,101
Liabilities
-
Net assets
$61,101
Revenue
$14,550
Expenses
$34,127
Net income
-$19,577
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.11$0.59$0.52
2024Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.20$1.19$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.17$1.40$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.15$0.34$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.72$0.44$0.28
2020Summary only. Only limited summary data is available for this year.$0.53$0.00$1.38$1.67$0.28
2019Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$1.23$0.94$0.30
2018Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$1.28$1.18$0.10
2017Summary only. Only limited summary data is available for this year.$0.42$0.00$1.16$1.70$0.54
2016Summary only. Only limited summary data is available for this year.$0.96$0.00$1.41$1.00$0.40
2015Summary only. Only limited summary data is available for this year.$0.55$0.00$0.88$0.56$0.32
2014Summary only. Only limited summary data is available for this year.$0.24$0.00$0.62$0.70$0.08
2013Summary only. Only limited summary data is available for this year.$0.72$0.00$1.28$0.85$0.43