Civic Intelligence

Robert E Willis Elementary PTO Inc.

990EZ • Fiscal year 2025 • EIN 90-0386111

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 16, 2025

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

61st percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

92nd percentile

47%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

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

Asset Growth

97th percentile

135%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

32nd percentile

-7.2%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$90,772

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

Net Assets

Up

$90,772

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

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin92nd percentile

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

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2025

Assets$90,772
Liabilities$0
Net Assets$90,772
Open 2025 Filing

Operations Trend

Revenue Growth32nd 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

2025

Revenue$111,060
Expenses$58,924
Net Income$52,136
Open 2025 Filing
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
Top Officer Pay88th percentile

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lakewood Ranch
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Samantha Beebe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jackie Elmore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Beirau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nicole Delaney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt058924
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Raise funds to support the students, teachers, staff and families of Robert E Willis Elementary School in Lakewood Ranch, Florida.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raise funds to support the students, teachers, staff and families of Robert E Willis Elementary School in Lakewood Ranch, Florida.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0131781
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt072856
IRS990EZ/SpecialEventsNetIncomeLossAmt072960
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt058924
IRS990EZ/TotalProgramServiceExpensesAmt0131781
IRS990EZ/TotalRevenueAmt0111060
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.williselementarypto.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt044450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01927
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100496
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0218578
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0145817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0160792
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0204862
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0196900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0708371
IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
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IRS990ScheduleA/PublicSupportTotal509Amt0926949
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0183917
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0198827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100496
IRS990ScheduleA/Total509Grp/TotalAmt0926949
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0183917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0205242
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0238467
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0198827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100496
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0926949
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044293
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Holiday Shop
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066433
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016469
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt050076
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0132978
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt066433
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016469
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt050076
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0132978
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt088685
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt020609
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044293
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012108
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011576
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
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
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/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-11-17T11:01:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,772
Liabilities
$0
Net assets
$90,772
Revenue
$111,060
Expenses
$58,924
Net income
$52,136
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