Civic Intelligence

Augusta Ranch Elementary School PTO

990EZ • Fiscal year 2023 • EIN 20-1546005

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

9430 E Neville AveMesa, AZ 85209

(480) 635-2011

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$62,161

Up $17,878 (+40%) from 2022

Net Assets

Up

$62,161

Up $17,878 (+40%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$40,256

Down $14,764 (-27%) from 2022

Expenses

Down

$22,378

Down $16,770 (-43%) from 2022

Net Income

Up

$17,878

Up $2,006 (+13%) from 2022

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$62,161
Liabilities-
Net Assets$62,161

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$40,256
Expenses$22,378
Net Income$17,878
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$56,066
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.-$12,495
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Loriann HamelwrightPresidentPT$0--
Terrisa WarrenVice PresidentPT$0--
Heather FreestoneTreasurerPT$0--
Marla EnhelderSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$20,177-$4,187-
Boosterthon Fun Run$17,579-$3,739-
Total Events$45,143$7,387$14,696$-7,309
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
Treasurer
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Upkeepe LLC
Address
8136 W Avenida Del Sol, Peoria, AZ 85383
Preparer
Adam Brown
Phone
6026994829
Supplemental Narrative

Additional Explanations

Other Expenses.1

Administrative Expenses $9883

Other Expenses.2

Teacher Appreciation $6731

Other Expenses.3

Supplies $2324

Other Expenses.4

Miscellaneous $1866

Other Expenses.5

Program Expenses $866

Other Expenses.6

Education Support $451

Other Expenses.7

School Improvements $257

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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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Filings