Civic Intelligence

Roberts Elementary School PTO

990EZ • Fiscal year 2023 • EIN 20-1010894

Jul 01, 2022 to Jun 30, 2023 • Filed on May 03, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

81st percentile

34%

Faster asset growth than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

8.9%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$64,730

Flat from 2023

Net Assets

$64,730

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$128,014

Flat from 2023

Expenses

Flat

$111,508

Flat from 2023

Net Income

Flat

$16,506

Flat from 2023

Historical Trend

Balance Sheet Trend

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: $64,730Net Assets 2023: $64,7302023Assets 2023: $64,730Liabilities 2023: $02023Assets 2024: $75,800Net Assets 2024: $75,8002024

Highlighted filing

2023

Assets$64,730
Liabilities-
Net Assets$64,730

Operations Trend

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 2023: $128,014Expenses 2023: $111,508Net Income 2023: $16,5062023Revenue 2024: $124,574Expenses 2024: $113,505Net Income 2024: $11,0692024

Highlighted filing

2023

Revenue$128,014
Expenses$111,508
Net Income$16,506
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 3, 2024
Return Version
2022v5.0
Gross Receipts
$177,866
Mission and Program Overview

Mission

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

To promote the welfare and education of the students at 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 ARE IN FURTHERANCE OF THAT PURPOSE.$84,172$111,508
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA TUCKERPresidentPT$0--
MICHELLE GRIFFINPresident-ElPT$0--
LESLIE SMITHSecretaryPT$0--
STEPHANIE CLARYTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$120,687$25,498$26,232$-734
Penguin Holiday$18,524$10,363$10,776$-413
Total Events$153,642$43,131$44,278$-1,147
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
Rebecca Tucker
Title
President
Phone
8504880923
Signed
2024-05-03
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Other revenue 15 total 15

Form 990-ez, Part I, Line 10

Name: roberts elementary school address: 5777 pimlico drive tallahassee, fl 32309 cash contribution: 84,172

Form 990-ez, Part I, Line 16

Expenses principals discretion 3,337 administrative costs 388 other fundraising expense 7,518 teacher classroom expense 6,415 teacher appreciation 6,597 preplanning week 2,126 miscellaneous expenses 25 total 26,406

Form 990-ez, Part II, Line 24

Furniture, fixtures and equipment 3,053 3,053 total 3,053 3,053

Form 990-ez, Part III

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

Raw XML Appendix151 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/CityNm0TALLAHASSEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE GRIFFIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherExpensesTotalAmt026406
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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 ARE IN FURTHERANCE OF THAT PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt084172
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 15 TOTAL 15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: ROBERTS ELEMENTARY SCHOOL ADDRESS: 5777 PIMLICO DRIVE TALLAHASSEE, FL 32309 CASH CONTRIBUTION: 84,172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES PRINCIPALS DISCRETION 3,337 ADMINISTRATIVE COSTS 388 OTHER FUNDRAISING EXPENSE 7,518 TEACHER CLASSROOM EXPENSE 6,415 TEACHER APPRECIATION 6,597 PREPLANNING WEEK 2,126 MISCELLANEOUS EXPENSES 25 TOTAL 26,406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FURNITURE, FIXTURES AND EQUIPMENT 3,053 3,053 TOTAL 3,053 3,053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROMOTE THE WELFARE AND EDUCATION OF THE STUDENTS AT ROBERTS ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA TUCKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08504880923
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02024-05-06T20:36:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REBECCA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TUCKER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.65$1.28$1.12$0.17
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