Lake Whitney Elementary School PTO Inc
Nonprofit profile at a glance
- EIN
- 264775758
- IRS 990-EZ coverage
- 2011–2024
- Forms available
- Form 990 2010, Form 990-EZ 2024
- Location
- Winter Garden, FL, USA
- Phone
- 4078778888
- Rating
- 72
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Parent/Teacher Group
Reported finances
- Revenue
- $59,666
- Expenses
- $54,675
- Assets
- $35,472
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- Wendy Hyttel (Co-President)
- Jane Bockelman (Co-President)
People named in this filing
- Rose Carter (Secretary)
- Wendy Hyttel (Co-President)
- Jane Bockelman (Co-President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Public elementary school P.T.O. that supports the students and teachers of lake whitney elementary school.
What it reported doing in 2024
Purchase of holiday Shop gift options for students to creatively and independently shop for friends and family members in a safe environment while learning budgeting and practicing their math skills(income related to these expenses reported separately)
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 69
- Transparency & Controls: 82
- Sustainability: 45
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 66.8%; rating input score 67
- Program expense ratio: 72.9%; rating input score 73
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 8.4%; rating input score 60; 60th percentile among comparable filings
- Total-asset coverage ratio: 0.65; rating input score 35; 35th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -4% per year; rating input score 0; 38th percentile among comparable filings
- Revenue growth: 2.6% per year; rating input score 100; 62nd percentile among comparable filings
- Asset growth: -2.2% per year; rating input score 0; 31st percentile among comparable filings
Details
- Where the money goes: 66.8% of revenue deployed · 72.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $40K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 8 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 35/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.