WINDERMERE ELEMENTARY SCHOOL PTO INC: Form 990EZ, tax year 2023
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- Organization
- WINDERMERE ELEMENTARY SCHOOL PTO INC (EIN 84-1967686)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-13
- IRS object ID
- 202433189349203068
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T13:28:16-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841967686 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDERMERE ELEMENTARY SCHOOL PTO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIND | BusinessNameControlTxt |
| Phone | 4078767520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11125 Park Ave | AddressLine1Txt |
| City | Windermere | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34786 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah Cardoso | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4078767520 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Group Exemption | 2149 | GroupExemptionNum |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | wespto.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $156,830 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $0 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $2,101 | MembershipDuesAmt |
| Investment Income | $3 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $0 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $131,800 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $52,809 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $78,991 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $22,926 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $15,786 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $7,140 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
| Total Revenue | $88,235 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $0 | GrantsAndSimilarAmountsPaidAmt |
| Benefits Paid To Or For Members | $0 | BenefitsPaidToOrForMembersAmt |
| Salaries Other Comp Empl Bnft | $0 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $0 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $0 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $0 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $66,599 | OtherExpensesTotalAmt |
| Total Expenses | $66,599 | TotalExpensesAmt |
| Excess Or Deficit For Year | $21,636 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $86,262 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $107,898 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,511 | BOYAmt |
| EOY | $86,140 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $21,990 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,511 | BOYAmt |
| EOY | $108,130 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249 | BOYAmt |
| EOY | $232 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,262 | BOYAmt |
| EOY | $107,898 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Improve academic and social outcomes at WES | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (11 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| School improvements Make capital improvements at WES that can't be funded by OCPS | $0 | $33,554 |
| Book Fair Promote literacy and community involvement | $0 | $17,508 |
| Spring Carnival Community event | $0 | $11,507 |
| Spirit wear Provide clothing and items to raise WES school spirit and promote community | $0 | $6,396 |
| School community events - movie nights, talent show events | $0 | $1,679 |
| PTO Fundraiser Raise funds needed to support all of the programs | $0 | $5,378 |
| Yearbook | $0 | $9,390 |
| Learning garden Hands on, volunteer led, interactive learning center | $0 | $3,411 |
| Science program In school field trips and animal care | $0 | $4,600 |
| Literacy program Accelerated reader program and literacy night | $0 | $6,261 |
| Other expenses from Part I Line 16 on Schedule O minus school improvements, book fair and spring carnival, which are listed | $0 | $35,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $135,194 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Jane Ramsey | ||||
| President | 10 | $0 | $0 | $0 |
| Leah Thon | ||||
| Vice President | 5 | $0 | $0 | $0 |
| Deborah Cardoso | ||||
| Treasurer | 5 | $0 | $0 | $0 |
| Brittany Grier | ||||
| Principal Liaison | 5 | $0 | $0 | $0 |
| Darcy Capehart | ||||
| Web Director | 2 | $0 | $0 | $0 |
| Erin Hudsoon | ||||
| School Improvements | 5 | $0 | $0 | $0 |
| Sondi Carter | ||||
| Secretary | 2 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | 0 | Form1120PolFiledInd |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah Cardoso | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11125 Park Ave | AddressLine1Txt |
| City | Windermere | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34786 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4078767520 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,026 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,293 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,101 | CurrentTaxYearAmt |
| Total | $80,140 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,427 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,698 | CurrentTaxYearAmt |
| Total | $377,836 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,859 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,063 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,028 | CurrentTaxYearAmt |
| Total | $171,530 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $148,435 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $156,827 | CurrentTaxYearAmt |
| Total | $629,506 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $629,506 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3 | CurrentTaxYearAmt |
| Total | $14 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3 | CurrentTaxYearAmt |
| Total | $14 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $148,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $156,830 | CurrentTaxYearAmt |
| Total | $629,520 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99998 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99998 | PublicSupportPY509Pct |
| Investment Income CY | 0.00002 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00002 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PTO Fundraiser | Event1Nm |
| Gross Receipts Event1 | $80,797 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $80,797 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,980 | OtherDirectExpensesEvent1Amt |
| Event2 | Book Fair | Event2Nm |
| Gross Receipts Event2 | $21,103 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,103 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $17,508 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $29,901 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $29,901 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $30,321 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $131,801 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $0 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $131,801 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $52,809 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $52,809 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $78,992 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 16 | Description;Amount^Corporate Fees;481|Finance Expenses;3205|Administrative Expenses;1000|Membership Expenses;446|Literacy Program;6261|Science Program;4600|School Events;1901|Orientation Program;4278|Staff Appreciation;5465|Recognition Expenses;366|Mustang Store;1099|Grade level and specials expenses;2448|School improvements;33554|Dues and Subscriptions;178|Guardian Angels expenses;1317^Total;66599^ |
| Form 990-EZ, Part II, Line 24 | Description;EOY Amount^AR Yearbook Income;7195|Prepaid expenses school improvements;14795^Total;21990^ |
| Form 990-EZ, Part II, Line 26 | Description;EOY Amount^Credit card payables;232^Total;232^ |