Civic Intelligence

Windermere Elementary School PTA

990EZ • Fiscal year 2014 • EIN 91-1822135

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 15, 2014

11125 Park Avenue34786

(407) 876-7520

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

92nd percentile

121%

Faster asset growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$88,413

Up $48,359 (+121%) from 2013

Net Assets

Up

$88,413

Up $48,359 (+121%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$91,149

Down $36,794 (-29%) from 2013

Expenses

Down

$42,790

Down $118,056 (-73%) from 2013

Net Income

Up

$48,359

Up $81,262 (+247%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $72,957Liabilities 2012: $02012Assets 2013: $40,054Net Assets 2013: $40,0542013Assets 2014: $88,413Net Assets 2014: $88,4132014Assets 2015: $97,877Net Assets 2015: $97,8772015Assets 2016: $121,692Liabilities 2016: $02016Assets 2017: $118,062Liabilities 2017: $0Net Assets 2017: $118,0622017Assets 2018: $143,790Liabilities 2018: $0Net Assets 2018: $143,7902018Assets 2020: $1Liabilities 2020: $02020

Highlighted filing

2014

Assets$88,413
Liabilities-
Net Assets$88,413

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2012: $138,202Expenses 2012: $119,184Net Income 2012: $19,0182012Revenue 2013: $127,943Expenses 2013: $160,846Net Income 2013: -$32,9032013Revenue 2014: $91,149Expenses 2014: $42,790Net Income 2014: $48,3592014Revenue 2015: $94,694Expenses 2015: $85,230Net Income 2015: $9,4642015Revenue 2016: $87,861Expenses 2016: $64,046Net Income 2016: $23,8152016Revenue 2017: $76,745Expenses 2017: $76,994Net Income 2017: -$2492017Revenue 2018: $79,021Expenses 2018: $53,293Net Income 2018: $25,7282018Revenue 2020: $2,158Expenses 2020: $49,415Net Income 2020: -$47,2572020

Highlighted filing

2014

Revenue$91,149
Expenses$42,790
Net Income$48,359
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 15, 2014
Return Version
2013v3.1
Gross Receipts
$101,394
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.

Program Services

DescriptionGrantsExpenses
ORGANIZATION FOR PARENTS, TEACHERS AND STUDENTS OF THE WINDERMERE ELEMENTARY SCHOOL TO PROMOTE EDUCATION IN THE SCHOOL AND COMMUNITY. THE ORGANIZATION IS ACTIVE PROVIDING SUPPLEMENTS FOR TEACHERS AND STUDENT RESOURCES. STUDENTS AND TEACHERS ARE ENCOURAGED TO REACH THEIR MAXIMUM POTENTIAL.-$41,081
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZOE VILLAINPresidentPT$0--
JESSICA MCKINNEYTreasurerPT$0--
MARIA HINSHAWCorrespondinPT$0--
KATINA FLYNNRecording SePT$0--
VICKI AARONVice PresidePT$0--
SUE ANN REICHARDVice PresidePT$0--
EMILY HUNEVice PresidePT$0--
JEN WALSHVice PresidePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$5,601$5,601-$5,601
Event 1$38,662$4,000$5,966$-1,966
Total Events$44,263$9,601$10,245$-644
Filing and Contact Details

Filer

EIN
91-1822135

Signing Officer

Name
Sue Ann Reichard
Title
President
Signed
2014-08-15
Discuss with paid preparer
Yes

Preparer

Preparer
Richard N Greene CPA
Phone
8012691818
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Yearbook 10,866 carnival 7,824 spiritwear 3,575 talent show 1,136 total 23,401

Form 990-ez, Part I, Line 16

Expenses office 972 insurance 135 bank fees 178 committee chair awards 545 pta dues 946 year round events 8,416 5th grade celebration 3,813 guardian angel project 958 playground 3,502 spiritwear 1,101 spring carnival 8,762 talent show 762 yearbook 8,273 nurse supplies 20 staff/school expenses 2,945 total 41,328

Form 990-ez, Part III

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.

Form 990-ez, Part III, Line 28

Organization for parents, teachers and students of the windermere elementary school to promote education in the school and community. The organization is active providing supplements for teachers and student resources. Students and teachers are encouraged to reach their maximum potential.

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IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YEARBOOK 10,866 CARNIVAL 7,824 SPIRITWEAR 3,575 TALENT SHOW 1,136 TOTAL 23,401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 972 INSURANCE 135 BANK FEES 178 COMMITTEE CHAIR AWARDS 545 PTA DUES 946 YEAR ROUND EVENTS 8,416 5TH GRADE CELEBRATION 3,813 GUARDIAN ANGEL PROJECT 958 PLAYGROUND 3,502 SPIRITWEAR 1,101 SPRING CARNIVAL 8,762 TALENT SHOW 762 YEARBOOK 8,273 NURSE SUPPLIES 20 STAFF/SCHOOL EXPENSES 2,945 TOTAL 41,328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EDUCATION 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION FOR PARENTS, TEACHERS AND STUDENTS OF THE WINDERMERE ELEMENTARY SCHOOL TO PROMOTE EDUCATION IN THE SCHOOL AND COMMUNITY. THE ORGANIZATION IS ACTIVE PROVIDING SUPPLEMENTS FOR TEACHERS AND STUDENT RESOURCES. STUDENTS AND TEACHERS ARE ENCOURAGED TO REACH THEIR MAXIMUM POTENTIAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10178 S RIO GRANDE ST STE 200
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD N GREENE CPA
ReturnHeader/ReturnTs02014-08-25T18:03:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits