Southside Parent Teacher Organization
Southside PTO
1901 Webber St
Sarasota FL 34239
Mission
The Southside Elementary PTO enhances the education of students by providing resources that create a strong community.
Leadership
CEO/Executive Director No Executive Director
Board Chair Margaret Barnes
Board Chair Affiliation Southside PTO President
General Info
Organization DBA
DBA
Southside Elementary PTO
Supported Organization Southside Elementary School
Tax Exempt Status Public Supported Charity
Incorporation Year 2012
State Charitable Solicitations Permit Yes Nov 2016
State Registration No 0
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $111,300.00
Projected Expenses $100,823.00
Impact Statement
  • Provided funding for necessary math books for year 1 of the PTO’s 2-year STEM commitment. These texts were identified as a need by the Principal, Assistant Principal and Staff. Cost: $10,666
  • Provided funding for students to attend field trips such as: Florida Studio Theatre, The Sarasota Ballet, The Sarasota Orchestra, Selby Gardens, Dakin Dairy Farm, Spanish Point, Myakka River State Park, The Riverview High School Planetarium and Enterprise Village. Cost: $14,200
  • The Southside PTO provided funding and volunteers for numerous events throughout the year such as: Fall Festival (an evening carnival that takes place on Southside Field), Celebrate Learning Day (a perennial favorite, hands-on learning day that takes place throughout the school), Variety Show (two exciting nights showcasing our student performers on the Southside Stage), Holiday House (a pop-up Holiday gift shop where every student can shop for the very special people in their lives on the Southside Stage). Cost: $17,200
  • Teacher & Staff Appreciation through The Southside Elementary PTO C.A.R.E. Program (Community Awareness & Resources for Education)to ensure that teachers are not spending their own personal money to provide necessary items for their classrooms. Provided 56 teachers and some staff people with $300 each. Provided lunch for all Teachers & Staff each month during the school year. Provided Teachers & Staff with gift card to Morton’s Market. Provided funds for Teacher Professional Development & Continuing Education. Cost:  $22,300
Needs Statement
  1. Continue to provide funding for student field trips to places such as: Florida Studio Theatre, Ringling Museum, The Sarasota Ballet, The Sarasota Orchestra, Selby Gardens, Dakin Dairy Farm, Myakka River State Park, Spanish Point, The Riverview High School Planetarium and Enterprise Village. Cost: $15,000
  2. Continue to provide funding & volunteers for numerous events throughout the year: Fall Festival, Celebrate Learning Day, Variety Show, Holiday House and 5th Grade Graduation. Cost:$18,000
  3. Continue to fund Teacher & Staff Appreciation and Professional Development. Cost: $23,000
  4. Provide Funds for ongoing STEM needs in the classrooms for items such as: microscopes and other science equipment, desk top computers and tablets. Cost: $25,000
Background Statement
Areas Served
Areas Served
Area
FL- Sarasota
Areas Served Comments The Southside PTO serves Southside Elementary, a public elementary school for students residing in Sarasota County.
Service Categories
Primary Org Type Education
Secondary Org Type Education
Tertiary Org Type Education
Statement from the Board Chair/Board President
Programs
Description Each year, teachers spend hundreds of their own personal dollars on supplies for their classrooms. In order to help offset some of these funds, The Southside PTO created C.A.R.E. (Community Awareness and Resources for Education), a program in which the PTO raises funds to provide all teachers & some staff with $300 at the beginning of every school year. 
Budget $16,800
Category Education, General/Other Teacher & Faculty
Program Linked to Organizational Strategy Yes
Population Served Children Only (5 - 14 years) Children Only (5 - 14 years) Children Only (5 - 14 years)
Short Term Success In 2015, 56 teachers were provided with $300 to gather needed supplies for their classrooms. These funds allow teachers to provide students with any missing school supplies, as well as allow teachers to provide their students with any needs they may identify such as reading programs, special projects, enhance their classroom centers, etc. 
Long Term Success Knowing that teachers can count on receiving these funds each year supports our mission of enhancing students' education and creating a community; as a result of providing these funds, our teachers feel supported and respected and students have items needed to start their school year.
Program Success Monitoring Each year, the program is evaluated to determine the number of teachers and staff who will participate in the C.A.R.E. program. The amount distributed to teachers & staff as well as the timing of said funds is also evaluated on an annual basis. The Southside PTO also welcomes the feedback of teachers & staff regarding this program. 
Program Success Examples The specific needs of each teacher is different every year. For example, one first grade teacher may determine that his or students would benefit from an online reading program such as Raz Kids one year, but the following year that teacher's students may benefit from an additional reading center in the classroom.  Making these funds available allows teachers to customize according to the needs of their particular students each year. 
Description Each year, The Southside PTO provides funding and volunteers for numerous field trips as well as on-campus educational events such as: The Sarasota Ballet, Florida Studio Theatre, The Sarasota Orchestra, Selby Gardens, Myakka River State Park, The Riverview High School Planetarium, Enterprise Village, Spanish Point, Dakin Dairy Farm the school Book Fair as well as Celebrate Learning Day which takes place on campus. 
Budget $21,000
Category Education, General/Other Educational Programs
Program Linked to Organizational Strategy Yes
Population Served Children Only (5 - 14 years)
Short Term Success These field trips enhance what the students are learning in the classroom and also expose them to areas of the arts and our community that they may not have the opportunity to see. Exposing students to hands on experiences such as Dakin Dairy Farm and by taking them to the ballet or orchestra, the classroom curriculum comes to life. 
Long Term Success Students are often exposed to areas of the arts & our community. Providing field trips and on campus learning opportunities keeps students engaged and excited about school.
Program Success Monitoring We receive student and teacher feedback regarding these events on a regular basis. They remain a source of great joy & excitement for students. 
Program Success Examples By providing funds for field trips and on-campus educational events, all students are able to attend all events either free of charge or for a small charge. 
Description Every year, the PTO organizes, funds and staffs several free or low cost events including: Fall Festival, Holiday House and the Variety Show. The Fall Festival is a carnival that takes place in October. Families enjoy a free evening of rides, crafts, dancing and food . Each December, the stage is transformed into Holiday House. For $7 (per student), students come and shop for those on their holiday list. Volunteers  carefully wrap each gift. All students shop, even if they are unable to afford the $7 donation. The students love the arts and to showcase their many talents. Two nights each May are dedicated to The Southside Variety Show. These evenings are so fun, most people choose to attend both nights, and it is common to run into numerous Southside Alums. Students commonly choreograph and perform their own dances, skits and comedy routines. Many students play musical instruments and relish the opportunity to share them with their peers.
Budget $12,000
Category Education, General/Other Education, General/Other
Program Linked to Organizational Strategy Yes
Population Served Children Only (5 - 14 years) Families Families
Short Term Success These programs build student confidence and build our Southside Community. The success of these is measured by strong attendance, student pride and student confidence. 
Long Term Success Long term success can be measured by the number of alumni who choose to attend and/or volunteer at Southside events. From high-school students to retirees, Southside Alumni are abundant and proud to give back to their school 
Program Success Monitoring The success of these programs is measured by their ongoing popularity and number of attendees. The Southside Elementary PTO takes pride in being able to provide them to students at no cost or a nominal cost. 
Program Success Examples Holiday House, in particular, reminds students to think about the needs of others. It gives students the opportunity to consider something other than their immediate needs and experience the joy of giving. 
CEO/Executive Director
CEO/Executive Director No Executive Director
CEO Term Start 0
CEO/Executive Director Email southside.president2@gmail.com
Former CEOs/Executive Directors
NameTerm
Senior Staff
NameTitle
No Staff
Staff & Volunteer Statistics
Full Time Staff 0
Part Time Staff 0
Staff Retention Rate % N/A
Professional Development No
Contractors 0
Volunteers 150
Management Reports to Board N/A
CEO/Executive Director Formal Evaluation N/A
Senior Management Formal Evaluation N/A
Non-Management Formal Evaluation N/A
Collaborations
Southside Elementary & Southside School Foundation
External Assessments and Accreditations
Assessment/AccreditationYear
Risk Management Provisions
Plans
Fundraising Plan Under Development
Communication Plan Under Development
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Policies and Procedures No
Other Documents
Other Document 2
Document Retention Policy
Board Chair
Board Chair Margaret Barnes
Company Affiliation Southside PTO President
Board Term July 2016 to July 2017
Board Chair Email southside.president2@gmail.com
Board Members
Board Members
NameAffiliation
Margaret Barnes President
Katie Casanas Teacher Liaison
Steve Dragon School Principal
Caprill Hembree Vice President
Ali Jaynes Secretary
Lisa Marx Interim Treasurer
Amy Pedler Teacher Liaison
Danielle Sobolewski Teacher Liaison
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 8
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 1
Female 7
Unspecified 0
Governance
Board Term Lengths 2
Board Term Limits 1
Board Orientation No
Number of Full Board Meetings Annually 6
Board Meeting Attendance % 76
Board Self-Evaluation No
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 85
% of Board Making In-Kind Contributions 0
Comments
Governance Comments by Organization Prior to completing our training with The Community Foundation, we did not have a governance committee. We have since identified a Governance Chair and are diligently working to formally address governance of our organization. 
Fiscal Year Projections
Fiscal Year Begins 2016
Fiscal Year Ends 2017
Projected Revenue $111,300.00
Projected Expenses $100,823.00
Organization has Endowment No
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
IRS Form 990s
Audit/Financial Documents
Historical Financial Review
Expense Allocation
Fiscal Year201520142013
Program Expense$88,061$100,085$101,782
Administration Expense$3,910$7,707$4,304
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.010.921.02
Program Expense/Total Expenses96%93%95%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$37,094$35,884$44,786
Current Assets$37,094$35,884$44,786
Long-Term Liabilities$0$0$0
Current Liabilities$0$0$0
Total Net Assets$37,094$35,884$44,786
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountContributions, gifts, grants $85,646Contributions, gifts, grants $76,760Contributions, gifts, grants $69,473
Second Highest Funding Source & Dollar AmountFundraising $7,535Fundraising $22,130Fundraising $40,250
Third Highest Funding Source & Dollar Amount0 $00 $00 $0
CEO/Executive Director Compensation
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities------
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Foundation Financial information taken from Federal 990-EZ.  Contributions include foundation and corporate support.
Nonprofit Southside Parent Teacher Organization
Address Southside PTO
1901 Webber St
Sarasota, FL
Phone 941 361-6420

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.