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Nonprofit · EIN 26-4775758

LAKE WHITNEY ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION

Tax-exempt · WINTER GARDEN, FL 34787

Financials

$139K$169K2023$60K$55K2024
Revenue Expenses · by fiscal year end
Financials of LAKE WHITNEY ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$59,666$54,675$4,991$35,472–$35,472
June 30, 2024990-EZ$138,989$169,104-$30,115$30,481–$30,481
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Membership dues
$5,423
Program service revenue
$54,014
Net income from fundraising events
$229

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$350
Other expenses
$54,325
Program services (functional)
$39,852

Balance sheet and other

Total assets, start of year
$30,481
Total assets, end of year
$35,472
Total liabilities, end of year
–
Net assets, end of year
$35,472
Cash, savings and investments
$35,472
Gross receipts
$62,878

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.

NameTitleHours / weekCompensation
Rose CarterSecretary2$0
Wendy HyttelCo-President2$0
Jane BockelmanCo-President2$0
Linley HyttelCo-Vice Pre2$0
Heather SommersTreasurer2$0
990-EZ for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
Rose CarterSecretary1$0
Wendy HyttelCo-President2$0
Jane BockelmanCo-President2$0
Linley HyttelCo-Vice Pre1$0
Tisifenee TaylorCo-Vice Pres1$0
Heather SommersTreasurer1$0

Address and contacts

Address (IRS master file)
1351 WINDERMERE RD, WINTER GARDEN, FL 34787-5513
In care of
% MILLIE LORD
Signed the 990-EZ
Heather Sommers, Treasurer
Phone
(407) 877-8888
Return prepared by
Podel CPA

Mission

Public elementary school P.T.O. that supports the students and teachers of lake whitney elementary school.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • 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)
    Expenses $12,614
  • Accelerated reader program to excite and encourage students to read.
    Expenses $4,509
  • Provided gift certificates to the teachers of lake Whitney elementary allowing teachers to purchase needed classroom materials to enhance the education experience of their students.
    Expenses $1,939
  • various family/student events to support an environment of community, raise school funds and promote learning.
    Expenses $20,790

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
26-4775758
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2010
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B94)
Assets (IRS master file)
$35,472
Income (IRS master file)
$62,878

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$59,666$54,675$35,472XML
990-EZJune 2024$138,989$169,104$30,481XML
990-EZJune 2023–––IRS
990-EZJune 2022–––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 26-4775758).

Questions about LAKE WHITNEY ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION

What is the EIN of LAKE WHITNEY ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION?
The employer identification number (EIN) of LAKE WHITNEY ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION is 26-4775758.
Is LAKE WHITNEY ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to LAKE WHITNEY ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAKE WHITNEY ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION 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 LAKE WHITNEY ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION 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 LAKE WHITNEY ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION 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 LAKE WHITNEY ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION?
The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does LAKE WHITNEY ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $59,666, expenses of $54,675 and total assets of $35,472 at year end.

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