ROBERT E WILLIS ELEMENTARY PTO INC

EIN: 900386111 501(c)(3) Education

Lakewood Ranch, FL

Total Revenue
$119,643
Total Expenses
$118,760
Total Assets
$38,636
Net Assets
$38,636
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
FL
Phone
9413168245
Tax Period
2023-07-01 to 2024-06-30

ROBERT E WILLIS ELEMENTARY PTO INC, founded in 2008, is a small nonprofit in the Education sector that reported $120K in total revenue in fiscal year 2023.

Mission

Raise funds to support the students, teachers, staff and families of Robert E Willis Elementary School in Lakewood Ranch, Florida.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $44,450
Program Service Revenue $0
Investment Income $0
Other Revenue $75,193
TOTAL REVENUE $119,643

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $50,590
Program Expenses $0
Other Expenses $118,760
TOTAL EXPENSES $118,760

Year-over-Year Comparison

2023 2022 Change
Revenue $119,643 $116,899 +0.0%
Expenses $118,760 $140,247 -0.2%
Net Income $883 $-23,348 -1.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
200

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Alison Freund President 5
Officer
$0 $0 $0
Jessica Tripoli Vice President 15
Officer
$0 $0 $0
Colleen Laughlin 20
Officer
$0 $0 $0
Mindy Buckely Secretary 10
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $119,643 $118,760 $38,636 $883
2023 $116,899 $140,247 $37,753 $-23,348
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