Civic Intelligence

Roberts Elementary School PTO

990EZ • Fiscal year 2015 • EIN 20-1010894

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 12, 2016

Organization ProfileN/A
5777 Pimlico DrTallahassee, FL 32309

(850) 488-0923

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

27th percentile

-6.8%

Higher net margin than 27% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

1.2%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,444

Down $4,113 (-26%) from 2014

Net Assets

Down

$11,444

Down $4,113 (-26%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Up

$60,382

Up $743 (+1.2%) from 2014

Expenses

Down

$64,495

Down $4,974 (-7.2%) from 2014

Net Income

Up

-$4,113

Up $5,717 (+58%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2012: $15,198Liabilities 2012: $02012Assets 2013: $25,387Liabilities 2013: $02013Assets 2014: $15,557Net Assets 2014: $15,5572014Assets 2015: $11,444Net Assets 2015: $11,4442015Assets 2016: $12,389Net Assets 2016: $12,3892016Assets 2017: $25,624Liabilities 2017: $260Net Assets 2017: $25,3642017Assets 2018: $32,125Liabilities 2018: $02018Assets 2019: $49,888Net Assets 2019: $49,8882019Assets 2020: $34,201Liabilities 2020: $02020Assets 2021: $46,271Liabilities 2021: $0Net Assets 2021: $46,2712021Assets 2022: $48,224Liabilities 2022: $0Net Assets 2022: $48,2242022Assets 2023: $64,730Liabilities 2023: $02023Assets 2024: $75,800Net Assets 2024: $75,8002024

Highlighted filing

2015

Assets$11,444
Liabilities-
Net Assets$11,444
Open 2015 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $55,956Expenses 2012: $57,713Net Income 2012: -$1,7572012Revenue 2013: $60,404Expenses 2013: $50,214Net Income 2013: $10,1902013Revenue 2014: $59,639Expenses 2014: $69,469Net Income 2014: -$9,8302014Revenue 2015: $60,382Expenses 2015: $64,495Net Income 2015: -$4,1132015Revenue 2016: $106,824Expenses 2016: $105,878Net Income 2016: $9462016Revenue 2017: $120,127Expenses 2017: $107,153Net Income 2017: $12,9742017Revenue 2018: $125,523Expenses 2018: $118,761Net Income 2018: $6,7622018Revenue 2019: $140,938Expenses 2019: $123,175Net Income 2019: $17,7632019Revenue 2020: $97,147Expenses 2020: $112,834Net Income 2020: -$15,6872020Revenue 2021: $52,601Expenses 2021: $40,531Net Income 2021: $12,0702021Revenue 2022: $117,539Expenses 2022: $115,586Net Income 2022: $1,9532022Revenue 2023: $128,014Expenses 2023: $111,508Net Income 2023: $16,5062023Revenue 2024: $124,574Expenses 2024: $113,505Net Income 2024: $11,0692024

Highlighted filing

2015

Revenue$60,382
Expenses$64,495
Net Income-$4,113
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 12, 2016
Return Version
2014v6.0
Gross Receipts
$60,382
Mission and Program Overview

Mission

To promote the welfare and eduction of the students at roberts elementary school.

To promote the welfare and education of the students of roberts elementary school

Program Services

DescriptionGrantsExpenses
THE PURPOSE OF THE ROBERTS ELEMENTARY SCHOOL PTO IS TO PROMOTE THE WELFARE AND EDUCATION OF ROBERTS ELEMENTARY SCHOOL AND ITS STUDENTS. ALL AMOUNTS EXPENDED FURTHERED THAT PURPOSE.$59,851$59,851
THE PURPOSE OF THE ROBERTS ELEMENTARY SCHOOL PTO IS TO PROMOTE THE WELFARE AND EDUCATION OF ROBERTS ELEMENTARY SCHOOL AND ITS STUDENTS. ALL AMOUNTS EXPENDED FURTHERED THAT PURPOSE.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GINA WILSONPresidentPT$0--
BROOKE HULLOCKPres-ElectPT$0--
MANDY SCHITTKERSecretaryPT$0--
SHAUNTE DEAS-BANKSTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Roberts Elementary School Pto
EIN
20-1010894
Phone
8504880923
Address
5777 PIMLICO DR, TALLAHASSEE, FL 32309

Signing Officer

Name
Shaunte Deas-banks
Title
Treasurer
Phone
8504880923
Signed
2016-01-12

Preparer

Firm
GRIMSLEY AND COMPANY CPA'S PA
Address
1427 PIEDMONT DRIVE EAST SUITE 2, TALLAHASSEE, FL 32308
Preparer
George F Grimsley
Phone
8503851120
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Roberts elementary school 5777 pimlico drive tallahassee, fl 32309 59,851 0 0”

Form 990-ez, Part I, Line 16

“Expenses bank fees 1,890 meeting expenses 350 copier expense 250 supplies 205 total 2,695”

Form 990-ez, Part II, Line 24

“Furniture, fixtures & eqpt 3,053 3,053 total 3,053 3,053”

Form 990-ez, Part III

“To promote the welfare and education of the students of roberts elementary school”

Form 990-ez, Part III, Line 31

“The purpose of the roberts elementary school pto is to promote the welfare and education of roberts elementary school and its students. All amounts expended furthered that purpose.”

Raw XML Appendix132 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08504880923
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05777 PIMLICO DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TALLAHASSEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032309
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012504
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-4113
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01949
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt059851
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015557
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GINA WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BROOKE HULLOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MANDY SCHITTKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHAUNTE DEAS-BANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRES-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03053
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03053
IRS990EZ/OtherExpensesTotalAmt02695
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE AND EDUCATION OF THE STUDENTS OF ROBERTS ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PURPOSE OF THE ROBERTS ELEMENTARY SCHOOL PTO IS TO PROMOTE THE WELFARE AND EDUCATION OF ROBERTS ELEMENTARY SCHOOL AND ITS STUDENTS. ALL AMOUNTS EXPENDED FURTHERED THAT PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE PURPOSE OF THE ROBERTS ELEMENTARY SCHOOL PTO IS TO PROMOTE THE WELFARE AND EDUCATION OF ROBERTS ELEMENTARY SCHOOL AND ITS STUDENTS. ALL AMOUNTS EXPENDED FURTHERED THAT PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt059851
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059851
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064495
IRS990EZ/TotalProgramServiceExpensesAmt059851
IRS990EZ/TotalRevenueAmt060382
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt060382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt060404
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0280824
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0280824
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt060382
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059639
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt055956
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt044443
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0280824
IRS990ScheduleA/TotalSupportAmt0280824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROBERTS ELEMENTARY SCHOOL 5777 PIMLICO DRIVE TALLAHASSEE, FL 32309 59,851 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 1,890 MEETING EXPENSES 350 COPIER EXPENSE 250 SUPPLIES 205 TOTAL 2,695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FURNITURE, FIXTURES & EQPT 3,053 3,053 TOTAL 3,053 3,053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROMOTE THE WELFARE AND EDUCATION OF THE STUDENTS OF ROBERTS ELEMENTARY SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PURPOSE OF THE ROBERTS ELEMENTARY SCHOOL PTO IS TO PROMOTE THE WELFARE AND EDUCATION OF ROBERTS ELEMENTARY SCHOOL AND ITS STUDENTS. ALL AMOUNTS EXPENDED FURTHERED THAT PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAUNTE DEAS-BANKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08504880923
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0201010894
ReturnHeader/Filer/PhoneNum08504880923
ReturnHeader/Filer/USAddress/AddressLine1Txt05777 PIMLICO DR
ReturnHeader/Filer/USAddress/CityNm0TALLAHASSEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032309
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261662163
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRIMSLEY AND COMPANY CPA'S PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01427 PIEDMONT DRIVE EAST SUITE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TALLAHASSEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032308
ReturnHeader/PreparerPersonGrp/PhoneNum08503851120
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE F GRIMSLEY
ReturnHeader/ReturnTs02016-02-09T12:29:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,444
Liabilities
-
Net assets
$11,444
Revenue
$60,382
Expenses
$64,495
Net income
-$4,113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.76$1.25$1.14$0.11
2023Summary only. Only limited summary data is available for this year.$0.65$0.00$1.28$1.12$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$1.18$1.16$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.53$0.41$0.12
2020Summary only. Only limited summary data is available for this year.$0.34$0.00$0.97$1.13$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.50$1.41$1.23$0.18
2018Summary only. Only limited summary data is available for this year.$0.32$0.00$1.26$1.19$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.25$1.20$1.07$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.12$1.07$1.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.60$0.64$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.60$0.69$0.10
2013Summary only. Only limited summary data is available for this year.$0.25$0.00$0.60$0.50$0.10
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.56$0.58$0.02