Civic Intelligence

Robert E Willis Elementary PTO Inc.

990 • Fiscal year 2023 • EIN 90-0386111

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

Organization Profilewww.williselementarypto.com
14705 The Masters AveLakewood Ranch, FL 34202

(941) 316-8245

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

19th percentile

-20%

Higher net margin than 19% 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

14th percentile

-38%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

98th percentile

703%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$37,753

Down $23,348 (-38%) from 2022

Net Assets

Down

$37,753

Down $23,348 (-38%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin19th percentile

Revenue

Up

$116,899

Up $102,349 (+703%) from 2022

Expenses

Up

$140,247

Up $106,120 (+311%) from 2022

Net Income

Down

-$23,348

Down $3,771 (-19%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2023

Assets$37,753
Liabilities$0
Net Assets$37,753
Open 2023 Filing

Operations Trend

Revenue Growth98th 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

2023

Revenue$116,899
Expenses$140,247
Net Income-$23,348
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$238,467
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$61,101$37,753▼ $23,348
Cap Stk Tr Prin Current Funds$61,101$37,753▼ $23,348
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$61,101$37,753▼ $23,348
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$61,101$37,753▼ $23,348
Total Liabilities and Net Assets / Fund Balance$61,101$37,753▼ $23,348
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Allison BoccocioPresident
Lindsay MarkunVice President
KimberlyLarsen
Maria BizzaroSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$33,605
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$83,294
All Other Contributions
$23,200
Change in Net Assets
$-23,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$140,247
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$135,263--$135,263
Fees for Services Other$3,000--$3,000
Insurance$1,084--$1,084
Fees for Services Accounting$900--$900
Total Functional Expenses$140,247$0$0$140,247
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$204,862
Fundraising Direct Expenses$121,568
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run$82,760$82,760$8,658$74,102
Gala$31,873$31,873$10,666$21,207
Total Events$189,845$189,845$82,301$107,544
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“There are 4 positions of the board of the PTO that are elected and are up for vote yearly. Each member can hold a position for 2 years.”

Form 990, Part VI, Section A, Line 7B

“Changing of by laws and appointment of committee members”

Form 990, Part VI, Section B, Line 11B

“Reviewed by a volunteer tax professional free of charged before filing.”

Form 990, Part VI, Section C, Line 19

“Available on website”

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
Colleen Laughlin
Title
Treasurer
Phone
3126180323
Signed
2023-11-13

Organization Details

Principal Officer
Allison Boccocio
Formed
2009
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Willis Elementary PTO End of Year Finacial Report for 2022-2023 July 1, 2022: $61,100.80 Operating Expenses REVENUE EXPENSES Item Total Teacher grants $192.49 $12,213.01 $(12,020.52) Insurance/liability Fees $- $1,084.08 $(1,084.08) teacher training $- $12,170.00 $(12,170.00) taxes $- $800.00 $(800.00) Quickbooks $- $100.00 $(100.00) Turf for café (paid out of funds from 2021-22) $- $24,892.97 $(24,892.97) ADA Table (paid out of funds from 2021-22) $- $1,141.09 $(1,141.09) Kinderplaydate $- $950.03 $(950.03) BooHoo Breakfast $- $267.09 $(267.09) Trunk or Treat $- $1,314.28 $(1,314.28) Book Fair $26,029.63 $15,617.32 $10,412.31 Donuts with Dads $300.00 $1,949.07 $(1,649.07) Color Run $82,759.93 $8,657.94 $74,101.99 Holiday Shop $18,808.14 $15,138.51 $3,669.63 Daddy Daughter $11,985.00 $10,931.76 $1,053.24 Spring Fundraiser $31,872.97 $10,666.08 $21,206.89 Mom/Son Night $5,740.20 $7,641.89 $(1,901.69) Apparel /Tumblers/fund items $1,348.00 $1,465.00 $(117.00) Bricks $1,650.00 $3,307.35 $(1,657.35) Mom with Muffins $- $906.69 $(906.69) Staff appreciation $50.00 $6,650.77 $(6,600.77) 5th Grade Committee $12,648.75 $13,647.53 $(998.78) Honor roll breakfast/gecko awards/news/safety $- $2,614.20 $(2,614.20) End of Year Volunteer Breakfast $- $269.55 $(269.55) School Supplies $- $6,137.41 $(6,137.41) Book Fair payment to Media $- $4,664.48 $(4,664.48) swing (paid out of funds from 2021-22) $- $11,713.32 $(11,713.32) picnic table $- $1,317.90 $(1,317.90) fan $- $16,045.00 $(16,045.00) turf for kinder playground $- $9,834.21 $(9,834.21) Principal fund $- $3,757.14 $(3,757.14) Soccer Nets/Basketball hoop $- $789.23 $(789.23) shade $- $46,571.08 $(46,571.08) Homestead website hosting $- $392.78 $(392.78) Landscaping $- $3,000.00 $(3,000.00) global payments closer 7/25 $- $124.94 $(124.94) Sunbiz annual payment $- $122.50 $(122.50) Business Partner Sponsorships $23,200.00 $- $23,200.00 Color Run Sponsorships $4,955.00 $- $4,955.00 Gala Sponsorships $5,450.00 $- $5,450.00 Manatee Apparel -Banners $3,982.21 $2,251.42 $1,730.79 Spirit Nights/Carousels*** $2,668.31 $889.00 $1,779.31 Amazon Smile $653.75 $- $653.75 Mabel's Labels $52.16 $- $52.16 Rally Up $3,147.31 $- $3,147.31 Three Rivers Wreathes $122.50 $- $122.50 Minted $78.32 $- $78.32 Rally Up - 2022 4th Qtr Parking lot $964.64 $- $964.64 TOTAL $37,753.49 Year to Date: REVENUE June 30, 2023: $37,753.49 $0.00”

Raw XML Appendix385 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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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt082301
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Color Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Gala
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt082760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt075212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0189845
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt082760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt075212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0189845
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0107544
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt062977
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt082301
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08658
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010666
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There are 4 positions of the board of the PTO that are elected and are up for vote yearly. Each member can hold a position for 2 years.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Changing of by laws and appointment of committee members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Reviewed by a volunteer tax professional free of charged before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available on website
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Willis Elementary PTO End of Year Finacial Report for 2022-2023 July 1, 2022: $61,100.80 Operating Expenses REVENUE EXPENSES Item Total Teacher grants $192.49 $12,213.01 $(12,020.52) Insurance/liability Fees $- $1,084.08 $(1,084.08) teacher training $- $12,170.00 $(12,170.00) taxes $- $800.00 $(800.00) Quickbooks $- $100.00 $(100.00) Turf for café (paid out of funds from 2021-22) $- $24,892.97 $(24,892.97) ADA Table (paid out of funds from 2021-22) $- $1,141.09 $(1,141.09) Kinderplaydate $- $950.03 $(950.03) BooHoo Breakfast $- $267.09 $(267.09) Trunk or Treat $- $1,314.28 $(1,314.28) Book Fair $26,029.63 $15,617.32 $10,412.31 Donuts with Dads $300.00 $1,949.07 $(1,649.07) Color Run $82,759.93 $8,657.94 $74,101.99 Holiday Shop $18,808.14 $15,138.51 $3,669.63 Daddy Daughter $11,985.00 $10,931.76 $1,053.24 Spring Fundraiser $31,872.97 $10,666.08 $21,206.89 Mom/Son Night $5,740.20 $7,641.89 $(1,901.69) Apparel /Tumblers/fund items $1,348.00 $1,465.00 $(117.00) Bricks $1,650.00 $3,307.35 $(1,657.35) Mom with Muffins $- $906.69 $(906.69) Staff appreciation $50.00 $6,650.77 $(6,600.77) 5th Grade Committee $12,648.75 $13,647.53 $(998.78) Honor roll breakfast/gecko awards/news/safety $- $2,614.20 $(2,614.20) End of Year Volunteer Breakfast $- $269.55 $(269.55) School Supplies $- $6,137.41 $(6,137.41) Book Fair payment to Media $- $4,664.48 $(4,664.48) swing (paid out of funds from 2021-22) $- $11,713.32 $(11,713.32) picnic table $- $1,317.90 $(1,317.90) fan $- $16,045.00 $(16,045.00) turf for kinder playground $- $9,834.21 $(9,834.21) Principal fund $- $3,757.14 $(3,757.14) Soccer Nets/Basketball hoop $- $789.23 $(789.23) shade $- $46,571.08 $(46,571.08) Homestead website hosting $- $392.78 $(392.78) Landscaping $- $3,000.00 $(3,000.00) global payments closer 7/25 $- $124.94 $(124.94) Sunbiz annual payment $- $122.50 $(122.50) Business Partner Sponsorships $23,200.00 $- $23,200.00 Color Run Sponsorships $4,955.00 $- $4,955.00 Gala Sponsorships $5,450.00 $- $5,450.00 Manatee Apparel -Banners $3,982.21 $2,251.42 $1,730.79 Spirit Nights/Carousels*** $2,668.31 $889.00 $1,779.31 Amazon Smile $653.75 $- $653.75 Mabel's Labels $52.16 $- $52.16 Rally Up $3,147.31 $- $3,147.31 Three Rivers Wreathes $122.50 $- $122.50 Minted $78.32 $- $78.32 Rally Up - 2022 4th Qtr Parking lot $964.64 $- $964.64 TOTAL $37,753.49 Year to Date: REVENUE June 30, 2023: $37,753.49 $0.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt061101
IRS990/TotalAssetsEOYAmt037753
IRS990/TotalAssetsGrp/BOYAmt061101
IRS990/TotalAssetsGrp/EOYAmt037753
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt033605
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140247
IRS990/TotalFunctionalExpensesGrp/TotalAmt0140247
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt061101
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt037753
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0140247
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt083294
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0116899
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt061101
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt037753
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014705 The Masters Ave
IRS990/USAddress/CityNm0Lakewood Ranch
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034202
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0http://www.williselementarypto.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Colleen Laughlin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03126180323
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
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/ZIPCd034202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-11-13T13:52:25-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,753
Liabilities
$0
Net assets
$37,753
Revenue
$116,899
Expenses
$140,247
Net income
-$23,348
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