Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
67th percentile
Higher net margin than 67% 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
86th percentile
Faster asset growth than 86% of similar nonprofits.
Revenue Growth
66th percentile
Faster revenue growth than 66% of similar nonprofits.
Balance Sheet
Assets
Up$49,888
Up $17,763 (+55%) from 2018
Net Assets
$49,888
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$140,938
Up $15,415 (+12%) from 2018
Expenses
Up$123,175
Up $4,414 (+3.7%) from 2018
Net Income
Up$17,763
Up $11,001 (+163%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2018 to Jun 30, 2019
- Signed
- Jan 8, 2020
- Return Version
- 2018v3.2
- Gross Receipts
- $165,221
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. | $76,859 | $76,859 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LILY TRUESDELL | President | PT | $0 | - | - |
| SARAH COLLINS | Pres-Elect | PT | $0 | - | - |
| COURTNEY ROBERTS | Secretary | PT | $0 | - | - |
| LINDSAY PEARSON | Treasurer | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Boosterthon | $92,225 | - | - | - |
| Penguin Holiday | $13,026 | $13,026 | $9,138 | $3,888 |
| Total Events | $158,564 | $37,678 | $23,465 | $14,213 |
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
- Lindsay Pearson
- Title
- Treasurer
- Phone
- 8504880923
- Signed
- 2020-01-08
- Discuss with paid preparer
- Yes
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
“Name: roberts elementary school address: 5777 pimlico drive tallahassee, fl 32309 cash contribution: 76,859”
Form 990-ez, Part I, Line 16
“Expenses boosterthon expense 31,988 business partner expense 517 coin wars expense 57 fall festival expense 4,922 family movie night expens 943 field day expense 426 holiday grams expense 916 hospitality 2,681 mother-son event expense 413 silent auction expense 300 state filing fees 61 total 43,224”
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 0”
Form 990-ez, Part III
“To promote the welfare and education of the students of roberts elementary school”
Raw XML Appendix162 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 | LINDSAY PEARSON |
| 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 | 29072 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 46835 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 126526 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 17763 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2342 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 32125 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 49888 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 38695 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 76859 |
| IRS990EZ/GrossReceiptsAmt | 0 | 165221 |
| 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 | 32125 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 49888 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 32125 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 49888 |
| 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 | LILY TRUESDELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SARAH COLLINS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | COURTNEY ROBERTS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LINDSAY PEARSON |
| 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 | 43224 |
| 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/GrantsAndAllocationsAmt | 0 | 76859 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 76859 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 24283 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 14412 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 123175 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 76859 |
| IRS990EZ/TotalRevenueAmt | 0 | 140938 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 126526 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 119207 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 116773 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 108291 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 60382 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 531179 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 46046 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 531179 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 126526 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 119207 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 116773 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 108291 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 60382 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 531179 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 531179 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 120886 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 92225 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt | 0 | 28661 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 23465 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | BOOSTERTHON |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | PENGUIN HOLIDAY |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 92225 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 13026 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 53313 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 158564 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 13026 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 24652 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 37678 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 14213 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 14327 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 23465 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 9138 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 6 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | NAME: ROBERTS ELEMENTARY SCHOOL ADDRESS: 5777 PIMLICO DRIVE TALLAHASSEE, FL 32309 CASH CONTRIBUTION: 76,859 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES BOOSTERTHON EXPENSE 31,988 BUSINESS PARTNER EXPENSE 517 COIN WARS EXPENSE 57 FALL FESTIVAL EXPENSE 4,922 FAMILY MOVIE NIGHT EXPENS 943 FIELD DAY EXPENSE 426 HOLIDAY GRAMS EXPENSE 916 HOSPITALITY 2,681 MOTHER-SON EVENT EXPENSE 413 SILENT AUCTION EXPENSE 300 STATE FILING FEES 61 TOTAL 43,224 |
| 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 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | TO PROMOTE THE WELFARE AND EDUCATION OF THE STUDENTS OF ROBERTS ELEMENTARY SCHOOL |
| 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 |
| ReturnHeader/BuildTS | 0 | 2020-09-23 17:36:50Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LINDSAY PEARSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8504880923 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-01-08 |
| 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 | 52D46ADAA59891D21DAC3D2E909B0386890040BE |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | D429A5321CBA1C49DD168A358C8BC1098DCB303C |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 70.89.69.49 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-02-08 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 10:49:08 |
| 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 | 2020-01-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GEORGE F GRIMSLEY |
| ReturnHeader/ReturnTs | 0 | 2020-02-08T10:49:08-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $49,888
- Liabilities
- -
- Net assets
- $49,888
- Revenue
- $140,938
- Expenses
- $123,175
- Net income
- $17,763