Nonprofit · EIN 90-0386111
ROBERT E WILLIS ELEMENTARY PTO INC
Tax-exempt · LAKEWOOD RCH, FL 34202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $111,060 | $58,924 | $52,136 | $90,772 | $0 | $90,772 |
| June 30, 2024 | 990 | $119,643 | $118,760 | $883 | $38,636 | $0 | $38,636 |
| June 30, 2022 | 990-EZ | $14,550 | $34,127 | -$19,577 | $61,101 | – | $61,101 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $38,100
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- $72,960
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Other expenses
- $58,924
- Program services (functional)
- $131,781
Balance sheet and other
- Total assets, start of year
- $38,636
- Total assets, end of year
- $90,772
- Total liabilities, end of year
- $0
- Net assets, end of year
- $90,772
- Cash, savings and investments
- $90,772
- Gross receipts
- $183,916
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Samantha Beebe | President | 15 | $0 |
| Jackie Elmore | Vice President | 15 | $0 |
| Jennifer Beirau | Treasurer | 10 | $0 |
| Nicole Delaney | Secretary | 10 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alison Freund | President Officer, Former | 5 | $0 |
| Jessica Tripoli | Vice President Officer | 15 | $0 |
| Colleen | Laughlin Officer | 20 | $0 |
| Mindy Buckely | Secretary Officer | 10 | $0 |
990-EZ for the year ended June 30, 2022: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLISON BOCCOCIO | PRESIDENT | 10 | $0 |
| LINDSAY MARKUN | VICE PRESIDE | 5 | $0 |
| MELISSA SUMMERLEE | SECRETARY | 5 | $0 |
| MINDY BUCKLEY | TREASURER | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 14705 THE MASTERS AVE, LAKEWOOD RCH, FL 34202-5906
- In care of
- % ALLISON BOCCACCIO
- Signed the 990-EZ
- Jennifer Beirau, Treasurer
- Phone
- (941) 316-8245
Mission
Raise funds to support the students, teachers, staff and families of Robert E Willis Elementary School in Lakewood Ranch, Florida.
Program accomplishments
- Raise funds to support the students, teachers, staff and families of Robert E Willis Elementary School in Lakewood Ranch, Florida.Expenses $131,781
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 90-0386111
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $90,772
- Income (IRS master file)
- $183,916
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $111,060 | $58,924 | $90,772 | IRS |
| 990 | June 2024 | $119,643 | $118,760 | $38,636 | XML |
| 990 | June 2023 | $116,899 | $140,247 | $37,753 | IRS |
| 990-EZ | June 2022 | $14,550 | $34,127 | $61,101 | XML |
| 990-EZ | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 90-0386111).
Questions about ROBERT E WILLIS ELEMENTARY PTO INC
- What is the EIN of ROBERT E WILLIS ELEMENTARY PTO INC?
- The employer identification number (EIN) of ROBERT E WILLIS ELEMENTARY PTO INC is 90-0386111.
- Is ROBERT E WILLIS ELEMENTARY PTO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to ROBERT E WILLIS ELEMENTARY PTO INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROBERT E WILLIS ELEMENTARY PTO INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROBERT E WILLIS ELEMENTARY PTO INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT E WILLIS ELEMENTARY PTO INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of ROBERT E WILLIS ELEMENTARY PTO INC?
- The 990-EZ for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ROBERT E WILLIS ELEMENTARY PTO INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $111,060, expenses of $58,924 and total assets of $90,772 at year end.
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