Civic Intelligence

Augusta Ranch Elementary School PTO

EIN 20-1546005 • 501(c)3 • Mesa, AZ

Pub. 78 Eligible990-N Coverage

Profile

The purpose of this organization is to 1. support the educational experience & develop a closer connection between school and home 2. assist in the financial costs associated with the improvement and support of the environment at Augusta Ranch Elementary 3. work cooperatively with the Principal to encourage a united effort between educators and the general public to secure the highest advantages in education for Augusta Ranch student and teachers.

9430 E Neville AveMesa, AZ 85209

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

6th percentile

-192%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

14th percentile

-64%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-48%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,170

Down $39,991 (-64%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$22,170

Down $39,991 (-64%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$20,863

Down $19,393 (-48%) from 2023

Expenses

Up

$60,883

Up $38,505 (+172%) from 2023

Net Income

Down

-$40,020

Down $57,898 (-324%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2021: $28,533Net Assets 2021: $28,5332021Assets 2022: $44,283Net Assets 2022: $44,2832022Assets 2023: $62,161Net Assets 2023: $62,1612023Assets 2024: $22,170Net Assets 2024: $22,1702024

Highlighted filing

2024

Assets$22,170
Liabilities-
Net Assets$22,170
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2021: $75,056Expenses 2021: $63,514Net Income 2021: $11,5422021Revenue 2022: $55,020Expenses 2022: $39,148Net Income 2022: $15,8722022Revenue 2023: $40,256Expenses 2023: $22,378Net Income 2023: $17,8782023Revenue 2024: $20,863Expenses 2024: $60,883Net Income 2024: -$40,0202024

Highlighted filing

2024

Revenue$20,863
Expenses$60,883
Net Income-$40,020
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,170
Liabilities
-
Net assets
$22,170
Revenue
$20,863
Expenses
$60,883
Net income
-$40,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.2$22.2$20.9$60.9$40.0
2023Detailed filing. Detailed filing data is available for this year.$62.2$62.2$40.3$22.4$17.9
2022Detailed filing. Detailed filing data is available for this year.$44.3$44.3$55.0$39.1$15.9
2021Detailed filing. Detailed filing data is available for this year.$28.5$28.5$75.1$63.5$11.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 9, 2025
Return Version
2024v5.2
Gross Receipts
$35,483
Mission and Program Overview

Mission

The purpose of this organization is to 1. support the educational experience & develop a closer connection between school and home 2. assist in the financial costs associated with the improvement and support of the environment at Augusta Ranch Elementary 3. work cooperatively with the Principal to encourage a united effort between educators and the general public to secure the highest advantages in education for Augusta Ranch student and teachers.

The purpose of this organization is to 1. support the educational experience & develop a closer connection between school and home 2. assist in the financial costs associated with the improvement and support of the environment at Augusta Ranch Elementary 3. work cooperatively with the Principal to encourage a united effort between educators and the general public to secure the highest advantages in education for Augusta Ranch students and teachers.

Program Services

DescriptionGrantsExpenses
The Organization provided support to the teachers and students of Augusta Ranch through various activities including teacher appreciation events, educational materials, etc.-$54,594
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather Freestone as of 71PresidentPT$0--
Loriann Hamelwright Thru 630PresidentPT$0--
Terrisa Warren Thru 630Vice PresidentPT$0--
Marla Enhelder Thru 630SecretaryPT$0--
Jessica Lindsell as of 71Vice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$12,332-$3,323-
Nothing Bundt Cake Fundraiser$9,333$9,333-$9,333
Total Events$21,665$9,333$11,856$-2,523
Filing and Contact Details

Filer

Filer Name
Augusta Ranch Elementary PTSO
EIN
20-1546005
Phone
4806352011
Address
9430 E Neville Ave, Mesa, AZ 85209

Signing Officer

Name
Heather Freestone
Title
President
Signed
2025-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Upkeepe
Address
4824 E Baseline Rd Ste 112, Mesa, AZ 85206
Preparer
Adam Brown
Phone
6025655169
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Refunds $43”

Other Expenses.1

“School Improvements $42430”

Other Expenses.2

“Teacher Appreciation $6510”

Other Expenses.3

“Holiday Store Expenses $4480”

Other Expenses.4

“Education Support $3927”

Other Expenses.5

“Supplies $1166”

Other Expenses.6

“Administrative Expenses $709”

Other Expenses.7

“Program Expenses $561”

Other Expenses.8

“Fundraising Expenses $50”

Raw XML Appendix176 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/CityNm0Mesa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062161
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IRS990EZ/FundraisingGrossIncomeAmt016697
IRS990EZ/GrossReceiptsAmt035483
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heather Freestone as of 71
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Loriann Hamelwright Thru 630
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Terrisa Warren Thru 630
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marla Enhelder Thru 630
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jessica Lindsell as of 71
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt029
IRS990EZ/OtherExpensesTotalAmt059833
IRS990EZ/OtherRevenueTotalAmt043
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of this organization is to 1. support the educational experience & develop a closer connection between school and home 2. assist in the financial costs associated with the improvement and support of the environment at Augusta Ranch Elementary 3. work cooperatively with the Principal to encourage a united effort between educators and the general public to secure the highest advantages in education for Augusta Ranch students and teachers.
IRS990EZ/ProgramServiceRevenueAmt01337
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054594
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt02077
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt060883
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IRS990EZ/TotalRevenueAmt020863
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt043821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt067092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt076735
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0205054
IRS990ScheduleA/TotalSupportAmt0167426
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt02077
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt0-6304
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0-10248
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0-37671
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0819
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt012332
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012332
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011856
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Read-a-thon
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt07714
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09333
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021665
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09333
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2523
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03323
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Refunds $43
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Improvements $42430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Appreciation $6510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Holiday Store Expenses $4480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Education Support $3927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $1166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Administrative Expenses $709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Program Expenses $561
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Fundraising Expenses $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Heather Freestone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Augusta Ranch Elementary PTSO
ReturnHeader/Filer/BusinessNameControlTxt0AUGU
ReturnHeader/Filer/EIN0201546005
ReturnHeader/Filer/PhoneNum04806352011
ReturnHeader/Filer/USAddress/AddressLine1Txt09430 E Neville Ave
ReturnHeader/Filer/USAddress/CityNm0Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823709663
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Upkeepe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04824 E Baseline Rd Ste 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085206
ReturnHeader/PreparerPersonGrp/PhoneNum06025655169
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam Brown
ReturnHeader/ReturnTs02025-07-09T13:54:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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