Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
56th percentile
Higher debt load relative to revenue than 56% of similar nonprofits.
Net Margin
65th percentile
Higher net margin than 65% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
92nd percentile
Faster asset growth than 92% of similar nonprofits.
Revenue Growth
66th percentile
Faster revenue growth than 66% of similar nonprofits.
Balance Sheet
Assets
Up$25,624
Up $13,235 (+107%) from 2016
Net Assets
Up$25,364
Up $12,975 (+105%) from 2016
Liabilities
$260
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$120,127
Up $13,303 (+12%) from 2016
Expenses
Up$107,153
Up $1,275 (+1.2%) from 2016
Net Income
Up$12,974
Up $12,028 (+1271%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Jan 10, 2018
- Return Version
- 2016v3.0
- Gross Receipts
- $124,189
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. | $59,812 | $59,812 |
| 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
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DAYLE MOONEY | President | PT | $0 | - | - |
| BECKY MARSEY | Pres-Elect | PT | $0 | - | - |
| IVONA FOSTER | Secretary | PT | $0 | - | - |
| KATIE LILLY | Treasurer | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Boosterthon | $80,270 | - | - | - |
| Fall Festival | $14,553 | - | - | - |
| Total Events | $110,752 | $7,416 | $4,062 | $3,354 |
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
- 2018-01-10
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 59,812 0 0”
Form 990-ez, Part I, Line 16
“Expenses boosterthon expense 29,326 fall festival expense 4,040 hospitality 1,826 bank fees 265 supplies 381 foxes under the stars 435 father-daughter dance 753 fifth grade graduation 1,110 business partner expense 795 president's discretionary 188 state filing fees 123 field day expense 500 grandfox day expense 3,805 manners lunch expense 70 mother-son event expense 545 science night expense 253 total 44,415”
Form 990-ez, Part II, Line 24
“Furniture, fixtures & eqpt 3,053 3,053 total 3,053 3,053”
Form 990-ez, Part II, Line 26
“Due to roberts elementary 0 260”
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 Appendix159 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | KATIE LILLY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8504880923 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5777 PIMLICO DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | TALLAHASSEE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 32309 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 9337 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 22571 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 116773 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 12974 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2176 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 12390 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 25624 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 7416 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 59812 |
| IRS990EZ/GrossReceiptsAmt | 0 | 124189 |
| 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 | 12390 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 25364 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 12390 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 25364 |
| 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 | DAYLE MOONEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | BECKY MARSEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | IVONA FOSTER |
| 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 | 44415 |
| 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 | 750 |
| 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 | 59812 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 59812 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 4062 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 3354 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 260 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 107153 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 59812 |
| IRS990EZ/TotalRevenueAmt | 0 | 120127 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 116773 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 108291 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 60382 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 59639 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 60404 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 405489 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 7416 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 405489 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 116773 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 108291 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 60382 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 59639 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 60404 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 405489 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 405489 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 103336 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 80270 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt | 0 | 14553 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt | 0 | 8513 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 4062 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | BOOSTERTHON |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | FALL FESTIVAL |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 80270 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 14553 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 15929 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 110752 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 7416 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 7416 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 3354 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 4062 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 4062 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 2 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ROBERTS ELEMENTARY SCHOOL 5777 PIMLICO DRIVE TALLAHASSEE, FL 32309 59,812 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES BOOSTERTHON EXPENSE 29,326 FALL FESTIVAL EXPENSE 4,040 HOSPITALITY 1,826 BANK FEES 265 SUPPLIES 381 FOXES UNDER THE STARS 435 FATHER-DAUGHTER DANCE 753 FIFTH GRADE GRADUATION 1,110 BUSINESS PARTNER EXPENSE 795 PRESIDENT'S DISCRETIONARY 188 STATE FILING FEES 123 FIELD DAY EXPENSE 500 GRANDFOX DAY EXPENSE 3,805 MANNERS LUNCH EXPENSE 70 MOTHER-SON EVENT EXPENSE 545 SCIENCE NIGHT EXPENSE 253 TOTAL 44,415 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | FURNITURE, FIXTURES & EQPT 3,053 3,053 TOTAL 3,053 3,053 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DUE TO ROBERTS ELEMENTARY 0 260 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | TO PROMOTE THE WELFARE AND EDUCATION OF THE STUDENTS OF ROBERTS ELEMENTARY SCHOOL |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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 II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2018-03-14 21:41:22Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KATIE LILLY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8504880923 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-01-10 |
| 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/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 8AA7C82927AAA5A44F8EA3C4A8F3FD4A26FC5EC9 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | D429A5321CBA1C49DD168A358C8BC1098DCB303C |
| 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 | 2018-01-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GEORGE F GRIMSLEY |
| ReturnHeader/ReturnTs | 0 | 2018-01-25T08:50:31-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $25,624
- Liabilities
- $260
- Net assets
- $25,364
- Revenue
- $120,127
- Expenses
- $107,153
- Net income
- $12,974