WINDERMERE ELEMENTARY SCHOOL PTO INC: Form 990EZ, tax year 2024
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- Organization
- WINDERMERE ELEMENTARY SCHOOL PTO INC (EIN 84-1967686)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-09
- IRS object ID
- 202543139349200704
- Schema version
- 2024v5.0
- 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 | 2025-11-09T11:02:00-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | 2025-11-07 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $158,739 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $0 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $2,315 | MembershipDuesAmt |
| Investment Income | $425 | 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 | $127,150 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $55,422 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $71,728 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $28,849 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $30,306 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | -$1,457 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
| Total Revenue | $73,011 | 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 | $1,200 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $0 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $0 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $85,257 | OtherExpensesTotalAmt |
| Total Expenses | $86,457 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$13,446 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $107,898 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $94,452 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,140 | BOYAmt |
| EOY | $91,864 | 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 | $21,990 | BOYAmt |
| EOY | $2,959 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,130 | BOYAmt |
| EOY | $94,823 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232 | BOYAmt |
| EOY | $371 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,898 | BOYAmt |
| EOY | $94,452 | 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 | $37,182 |
| Book Fair Promote literacy and community involvement | $0 | $21,633 |
| Spring Carnival Community event | $0 | $7,024 |
| Spirit wear Provide clothing and items to raise WES school spirit and promote community | $0 | $19,931 |
| School community events - movie nights, talent show events | $0 | $17,661 |
| PTO Fundraiser Raise funds needed to support all of the programs | $0 | $9,104 |
| Yearbook | $0 | $10,376 |
| Learning garden Hands on, volunteer led, interactive learning center | $0 | $5,480 |
| Science program In school field trips and animal care | $0 | $9,451 |
| Literacy program Accelerated reader program and literacy night | $0 | $6,098 |
| Other expenses from Part I Line 16 on Schedule O minus school improvements, book fair and spring carnival, which are listed | $0 | $28,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $172,185 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Jane Ramsey | ||||
| Co-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 Hudson | ||||
| Co-President | 5 | $0 | $0 | $0 |
| Sondi Carter | ||||
| Secretary | 2 | $0 | $0 | $0 |
| Kristin Stenftenagel | ||||
| School Improvements | 5 | $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 | $10,293 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,101 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,315 | CurrentTaxYearAmt |
| Total | $20,429 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,607 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $110,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,553 | CurrentTaxYearAmt |
| Total | $424,839 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,663 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,607 | CurrentTaxYearAmt |
| Total | $202,278 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $140,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $166,475 | CurrentTaxYearAmt |
| Total | $647,546 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $647,546 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $425 | CurrentTaxYearAmt |
| Total | $438 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $425 | CurrentTaxYearAmt |
| Total | $438 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,767 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $140,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $166,900 | CurrentTaxYearAmt |
| Total | $647,984 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99932 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99998 | PublicSupportPY509Pct |
| Investment Income CY | 0.00068 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00002 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests PY509 | Yes (X) | ThirtyThrPctSuprtTestsPY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PTO Fundraiser | Event1Nm |
| Gross Receipts Event1 | $92,422 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $92,422 | 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 | $9,104 | OtherDirectExpensesEvent1Amt |
| Event2 | Book Fair | Event2Nm |
| Gross Receipts Event2 | $21,757 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,757 | 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 | $21,633 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $8,160 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $8,160 | 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 | $8,169 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $122,339 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $0 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $122,339 | 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 | $38,906 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,906 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $83,433 | 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;241|Finance Expenses;3806|Administrative Expenses;3796|Literacy Program;6098|Science Program;6781|School Events;10875|Orientation Porgram;3535|Staff Appreciation;6297|Recognition Expenses;3013|Mustang Store;1447|Grade level and specials expenses;2148|School improvements;35982|Dues and Subscriptions;249|Guardian Angels Expenses;989^Total;85257^ |
| Form 990-EZ, Part II, Line 24 | Description;EOY Amount^AR Yearbook Income;3080|Prepayments for Golf tournament;-121^Total;2959^ |
| Form 990-EZ, Part II, Line 26 | Description;EOY Amount^Credit card payables;371^Total;371^ |