Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Windermere Elementary School PTA
EIN 91-1822135 • 501(c)3 • Windermere, FL
Profile
Education subsidies for the teachers and students of windermere elementary school. The organization has brought together students, parents and teachers to promote development and education. The pta group has been successful in reaching goals to educate and motivate the members of the school and surrounding communities. The organization works closely with other partners in education to achieve success. Teachers and students received numerous benefits to help the education process.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
2nd percentile
Higher net margin than 2% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
9th percentile
Faster asset growth than 9% of similar nonprofits.
Revenue Growth
8th percentile
Faster revenue growth than 8% of similar nonprofits.
Balance Sheet
Assets
Down$1
Down $143,789 (-100%) from 2018
Liabilities
Flat$0
Flat from 2018
Net Assets
-
No earlier filing loaded for comparison.
Revenue
Down$2,158
Down $76,863 (-97%) from 2018
Expenses
Down$49,415
Down $3,878 (-7.3%) from 2018
Net Income
Down-$47,257
Down $72,985 (-284%) from 2018
Trend Graphs
Filings
Most recent year
2020 • Form 990EZSummary only. Only limited summary data is available for this year.
- Assets
- $1
- Liabilities
- $0
- Net assets
- -
- Revenue
- $2,158
- Expenses
- $49,415
- Net income
- -$47,257
Latest Detailed Filing
The latest 2020 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- Nov 10, 2018
- Return Version
- 2017v2.0
- Gross Receipts
- $133,232
Mission and Program Overview
Mission
Education subsidies for the teachers and students of windermere elementary school. The organization has brought together students, parents and teachers to promote development and education. The pta group has been successful in reaching goals to educate and motivate the members of the school and surrounding communities. The organization works closely with other partners in education to achieve success. Teachers and students received numerous benefits to help the education process.
The organization successfully brings parents, students, and teachers together to promote education and development, motivating the school and its community to work with other partners in education to achieve the best possible academic and social outcomes for Windermere Elementary School's children.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| School event support. Many academic (such as Accelerated Reader) and social (such as the fifth grade celebrations) events are entirely organized, funded, and executed by Windermere Elementary PTA. | $0 | $50,280 |
| Other programs: Yearbook, Mustang Stampede fundraiser, school supplies, spirit wear, facilities improvements, Guardian Angels support for disadvantaged students, facilities supplies, communication and outreach, sponsorship, rewards programs, playground improvements. | $0 | $23,830 |
| Teacher recognition and support. Windermere Elementary PTA provides funds, technology, and other support for teacher projects that enhance their classroom teaching. | $0 | $15,014 |
| School nurse. Windermere Elementary PTA funds the salary difference for a full-time RN instead of the medical technician provided by the school district. | $8,008 | $10,875 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Michaal Rossi | President | PT | $0 | - | - |
| Kevin Maxson | Treasurer | PT | $0 | - | - |
| Holly Specht | 1st VP, Communications | - | $0 | - | - |
| Marnita Fry | 2nd VP, Ways & Means | - | $0 | - | - |
| Colleen Williams | 3rd VP, Student & Parent Services | - | $0 | - | - |
| OPEN | Corresponding Secretary | - | $0 | - | - |
| Nicole Derda | Recording Secretary | - | $0 | - | - |
| Amy Prevett | Standing Committee Chair | - | $0 | - | - |
| Leigh Andrus | Standing Committee Chair | - | $0 | - | - |
| Christine Yonge | Standing Committee Chair | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Mustang Stampede | $39,933 | $39,933 | $5,366 | $34,567 |
| Total Events | $39,933 | $39,933 | $7,889 | $32,044 |
Filing and Contact Details
Filer
- Filer Name
- Windermere Elementary Pta
- EIN
- 91-1822135
- Phone
- 4078767520
- Address
- 11125 Park Ave, Windermere, FL 34786
Signing Officer
- Name
- Kevin Maxson
- Title
- Treasurer
- Phone
- 4076147576
- Signed
- 2018-11-10
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 16
“Description;Amount^Fun Spot;2414|School Events;2057|Public Relations;17|Newsletter;1923|Staff Appreciation;5046|Website;130|Welcome;885|Rewards Programs;248|School Improvements;693|Playground;2144|Accelerated Reader;3137|Arts;1394|Room Parents;72|Donuts with Dad;246|Fifth Grade Events;4068|Great Pumpkin Read in;1052|Guardian Angels;2017|Talent Show;2569|School Nurse;10875|Learning Garden;3874|Science;700|Pizza Nights;227|Membership Dues;280|Non Local Membership Dues;831|Insurance;150|Bank Fees;124|PayPal Fees;1447|Square Fees;239|Office Supplies;984|Membership Incentives;552|Recognition;510|Cash Box Seed;450|Reconciliation Discrepancies;360^Total;51715^”
Raw XML Appendix244 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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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Michaal Rossi |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Kevin Maxson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Holly Specht |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Marnita Fry |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Colleen Williams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | OPEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Nicole Derda |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Amy Prevett |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Leigh Andrus |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Christine Yonge |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Corresponding Secretary |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Standing Committee Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Standing Committee Chair |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 51715 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 0 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The organization successfully brings parents, students, and teachers together to promote education and development, motivating the school and its community to work with other partners in education to achieve the best possible academic and social outcomes for Windermere Elementary School's children. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1000 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | School event support. Many academic (such as Accelerated Reader) and social (such as the fifth grade celebrations) events are entirely organized, funded, and executed by Windermere Elementary PTA. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | School nurse. Windermere Elementary PTA funds the salary difference for a full-time RN instead of the medical technician provided by the school district. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Teacher recognition and support. Windermere Elementary PTA provides funds, technology, and other support for teacher projects that enhance their classroom teaching. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | Other programs: Yearbook, Mustang Stampede fundraiser, school supplies, spirit wear, facilities improvements, Guardian Angels support for disadvantaged students, facilities supplies, communication and outreach, sponsorship, rewards programs, playground improvements. |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 23830 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
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| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
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| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
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| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
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| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 372315 |
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| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 6 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 40 |
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| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 33002 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 208275 |
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| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00007 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00006 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
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| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 580590 |
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| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 101389 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 580590 |
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| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 104242 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 101394 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 580630 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 7889 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 148 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 148 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Mustang Stampede |
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| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 350 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 39933 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 39933 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 39933 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 39933 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 32044 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt | 0 | 2025 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt | 0 | 2025 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 5366 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 5366 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description;Amount^Fun Spot;2414|School Events;2057|Public Relations;17|Newsletter;1923|Staff Appreciation;5046|Website;130|Welcome;885|Rewards Programs;248|School Improvements;693|Playground;2144|Accelerated Reader;3137|Arts;1394|Room Parents;72|Donuts with Dad;246|Fifth Grade Events;4068|Great Pumpkin Read in;1052|Guardian Angels;2017|Talent Show;2569|School Nurse;10875|Learning Garden;3874|Science;700|Pizza Nights;227|Membership Dues;280|Non Local Membership Dues;831|Insurance;150|Bank Fees;124|PayPal Fees;1447|Square Fees;239|Office Supplies;984|Membership Incentives;552|Recognition;510|Cash Box Seed;450|Reconciliation Discrepancies;360^Total;51715^ |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 16 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Kevin Maxson |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4076147576 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-11-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WINDERMERE ELEMENTARY PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WIND |
| ReturnHeader/Filer/EIN | 0 | 911822135 |
| ReturnHeader/Filer/PhoneNum | 0 | 4078767520 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 11125 Park Ave |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Windermere |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 34786 |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 50.89.200.59 |
| ReturnHeader/ReturnTs | 0 | 2018-11-10T13:44:55-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
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