Roberts Elementary School PTO

990EZ • Fiscal year 2016 • EIN 20-1010894

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 01, 2017

Organization Profile N/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.

No value available

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

Source year 2016

No value available

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

Source year 2016

0.9%

Higher net margin than 45% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

8.3%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

77%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$12,389

Up $945 (+8.3%) from 2015

Net Assets

$12,389

Up $945 (+8.3%) from 2015

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin45th percentile

Revenue

$106,824

Up $46,442 (+77%) from 2015

Expenses

$105,878

Up $41,383 (+64%) from 2015

Net Income

$946

Up $5,059 (+123%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

Highlighted filing

2016

Assets$12,389

Liabilities-

Net Assets$12,389

Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

Highlighted filing

2016

Revenue$106,824

Expenses$105,878

Net Income$946

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Feb 1, 2017
Return Version: 2015v3.0
Gross Receipts: $118,362

Mission and Program Overview

Mission

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

Program Services

Description	Grants	Expenses
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.	$63,472	$63,472
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 Pay83rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BROOKE HALLOCK	President	PT	$0	-	-
DAYLE MOONEY	Pres-Elect	PT	$0	-	-
SALLIE CRUMBAKER	Secretary	PT	$0	-	-
KATIE LILLY	Treasurer	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Boosterthon	$80,845	-	-	-
Fall Festival	$10,050	-	-	-
Total Events	$114,412	$9,722	$11,068	$-1,346

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: Katie Lilly
Title: Treasurer
Phone: 8504880923
Signed: 2017-02-01

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 63,472 0 0”

Form 990-ez, Part I, Line 16

“Expenses boosterthon expense 30,937 fall festival expense 4,734 hospitality 1,984 bank fees 1,113 supplies 613 silent auction expense 245 total 39,626”

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 Appendix154 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	TALLAHASSEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	32309
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	8390
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IRS990EZ/FiledScheduleAInd	0	true
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IRS990EZ/ForeignOfficeInd	0	false
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IRS990EZ/FundraisingGrossIncomeAmt	0	10071
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	63472
IRS990EZ/GrossReceiptsAmt	0	118362
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	11443
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	12389
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	11443
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	12389
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	BROOKE HALLOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	DAYLE MOONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	SALLIE CRUMBAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	KATIE LILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	PRES-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TREASURER
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	3053
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	3053
IRS990EZ/OtherExpensesTotalAmt	0	39626
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROMOTE THE WELFARE AND EDUCATION OF THE STUDENTS OF ROBERTS ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt	0	250
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	63472
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	63472
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	11538
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	-1467
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	105878
IRS990EZ/TotalProgramServiceExpensesAmt	0	63472
IRS990EZ/TotalRevenueAmt	0	106824
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	108291
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	60382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	59639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	60404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	55956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	344672
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt	0	10071
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY170Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal170Amt	0	344672
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	108291
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	60382
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	59639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	60404
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	55956
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	344672
IRS990ScheduleA/TotalSupportAmt	0	344672
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt	0	104690
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt	0	80845
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt	0	10050
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt	0	13795
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	11068
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	80845
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	10050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	23517
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	114412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	9722
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	9722
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	-1346
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	11068
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	11068
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	ROBERTS ELEMENTARY SCHOOL 5777 PIMLICO DRIVE TALLAHASSEE, FL 32309 63,472 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES BOOSTERTHON EXPENSE 30,937 FALL FESTIVAL EXPENSE 4,734 HOSPITALITY 1,984 BANK FEES 1,113 SUPPLIES 613 SILENT AUCTION EXPENSE 245 TOTAL 39,626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	FURNITURE, FIXTURES & EQPT 3,053 3,053 TOTAL 3,053 3,053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	TO PROMOTE THE WELFARE AND EDUCATION OF THE STUDENTS OF ROBERTS ELEMENTARY SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KATIE LILLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8504880923
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROBERTS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt	0	ROBE
ReturnHeader/Filer/EIN	0	201010894
ReturnHeader/Filer/PhoneNum	0	8504880923
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	5777 PIMLICO DR
ReturnHeader/Filer/USAddress/CityNm	0	TALLAHASSEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	32309
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	261662163
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	GRIMSLEY AND COMPANY CPA'S PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1427 PIEDMONT DRIVE EAST SUITE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	TALLAHASSEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	32308
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8503851120
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	GEORGE F GRIMSLEY
ReturnHeader/ReturnTs	0	2017-02-09T14:52:03-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $12,389
Liabilities: -
Net assets: $12,389
Revenue: $106,824
Expenses: $105,878
Net income: $946

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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