Civic Intelligence

Robert E Willis Elementary PTO Inc.

990 • Fiscal year 2024 • EIN 90-0386111

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 13, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

45th percentile

0.7%

Higher net margin than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

2.3%

Faster asset growth than 52% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

2.3%

Faster revenue growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$38,636

Up $883 (+2.3%) from 2023

Net Assets

Up

$38,636

Up $883 (+2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin45th percentile

Revenue

Up

$119,643

Up $2,744 (+2.3%) from 2023

Expenses

Down

$118,760

Down $21,487 (-15%) from 2023

Net Income

Up

$883

Up $24,231 (+104%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2024

Assets$38,636
Liabilities$0
Net Assets$38,636
Open 2024 Filing

Operations Trend

Revenue Growth49th 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

2024

Revenue$119,643
Expenses$118,760
Net Income$883
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 13, 2024
Return Version
2023v5.0
Gross Receipts
$205,242
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$37,753$38,636▲ $883
Cap Stk Tr Prin Current Funds$37,753$38,636▲ $883
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$37,753$38,636▲ $883
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,753$38,636▲ $883
Total Liabilities and Net Assets / Fund Balance$37,753$38,636▲ $883
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Alison FreundPresident
Jessica TripoliVice President
ColleenLaughlin
Mindy BuckelySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$44,450
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$75,193
All Other Contributions
$44,450
Change in Net Assets
$883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$118,760
Total Fundraising Expense$50,590
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$0$50,590$50,590
Fees for Services Other$0$5,578-$5,578
Insurance-$1,077-$1,077
Fees for Services Management-$611-$611
Total Functional Expenses$0$68,170$50,590$118,760
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$160,792
Fundraising Direct Expenses$85,599
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bubble Run$64,841$64,841$9,908$54,933
Holiday Shop$17,645$17,645$12,386$5,259
Total Events$152,390$152,390$65,696$86,694
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
Yes
Audit committee
Yes
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
No
Management duties delegated
No

Governance Explanations

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

“Shared with Board Members and reviewed by a volunteer CPA”

Form 990, Part VI, Section C, Line 19

“Available on website or upon request”

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
2024-08-13

Organization Details

Formed
2008
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Landscaping for front of school after years of neglect and services not provided.”

Raw XML Appendix397 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Alison Freund
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Shared with Board Members and reviewed by a volunteer CPA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available on website or upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Landscaping for front of school after years of neglect and services not provided.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt037753
IRS990/TotalAssetsEOYAmt038636
IRS990/TotalAssetsGrp/BOYAmt037753
IRS990/TotalAssetsGrp/EOYAmt038636
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt044450
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt050590
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt068170
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0118760
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt037753
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt038636
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt075193
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0119643
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt037753
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt038636
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Colleen Laughlin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03126180323
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-13
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/ReturnTs02024-08-13T12:55:44-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,636
Liabilities
$0
Net assets
$38,636
Revenue
$119,643
Expenses
$118,760
Net income
$883
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