Civic Intelligence

Horseshoe Trails Elementary PTO

990EZ • Fiscal year 2023 • EIN 20-2674239

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

Organization ProfileWWW.HTESPARENTS.COM
29455 N Cave Creek Road 118-463Cave Creek, AZ 85331

(480) 272-8500

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

78th percentile

25%

Higher net margin than 78% 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

78th percentile

29%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$97,746

Up $21,773 (+29%) from 2022

Net Assets

Up

$97,746

Up $21,773 (+29%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Down

$86,624

Down $11,652 (-12%) from 2022

Expenses

Down

$64,851

Down $6,794 (-9.5%) from 2022

Net Income

Down

$21,773

Down $4,858 (-18%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$150K$100K$50K$0Assets 2012: $59,664Liabilities 2012: $6,245Net Assets 2012: $53,4192012Assets 2013: $16,952Liabilities 2013: $38Net Assets 2013: $16,9142013Assets 2014: $31,002Liabilities 2014: $8,762Net Assets 2014: $22,2402014Assets 2015: $40,903Liabilities 2015: $6,512Net Assets 2015: $34,3912015Assets 2016: $11,805Liabilities 2016: $6,512Net Assets 2016: $5,2932016Assets 2017: $8,736Liabilities 2017: $1,791Net Assets 2017: $6,9452017Assets 2018: $11,252Liabilities 2018: $4,231Net Assets 2018: $7,0212018Assets 2019: $17,467Liabilities 2019: $3,071Net Assets 2019: $14,3962019Assets 2020: $48,662Net Assets 2020: $48,6622020Assets 2021: $49,343Net Assets 2021: $49,3432021Assets 2022: $75,973Net Assets 2022: $75,9732022Assets 2023: $97,746Net Assets 2023: $97,7462023Assets 2024: $126,956Liabilities 2024: $02024Assets 2025: $130,766Net Assets 2025: $130,7662025

Highlighted filing

2023

Assets$97,746
Liabilities-
Net Assets$97,746
Open 2023 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $78,353Expenses 2012: $33,930Net Income 2012: $44,4232012Revenue 2013: $109,249Expenses 2013: $145,754Net Income 2013: -$36,5052013Revenue 2014: $103,731Expenses 2014: $98,405Net Income 2014: $5,3262014Revenue 2015: $102,432Expenses 2015: $90,281Net Income 2015: $12,1512015Revenue 2016: $96,665Expenses 2016: $125,764Net Income 2016: -$29,0992016Revenue 2017: $82,421Expenses 2017: $80,768Net Income 2017: $1,6532017Revenue 2018: $79,545Expenses 2018: $79,469Net Income 2018: $762018Revenue 2019: $90,288Expenses 2019: $82,923Net Income 2019: $7,3652019Revenue 2020: $100,967Expenses 2020: $66,701Net Income 2020: $34,2662020Revenue 2021: $74,275Expenses 2021: $73,594Net Income 2021: $6812021Revenue 2022: $98,276Expenses 2022: $71,645Net Income 2022: $26,6312022Revenue 2023: $86,624Expenses 2023: $64,851Net Income 2023: $21,7732023Revenue 2024: $112,651Expenses 2024: $83,441Net Income 2024: $29,2102024Revenue 2025: $99,025Expenses 2025: $95,215Net Income 2025: $3,8102025

Highlighted filing

2023

Revenue$86,624
Expenses$64,851
Net Income$21,773
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$114,159
Mission and Program Overview

Mission

Support horseshoe trails elementary school

Program Services

DescriptionGrantsExpenses
SUPPORT, DEVELOPMENT AND APRECIATION FOR APROXIMATELY 50 TEACHERS AND STAFF. INCLUDES MEALS AND GIFTS.-$53,862
EDUCATIONAL MATERIALS AND SUPPLIES FOR TEACHERS AND STAFF TO USE FOR AROUND 700 STUDENTS. INCLUDES CLASSROOM AND SCHOOL SUPPLIES, LIBRARY AR MATERIALS, ARRT SUPPLIES, ETC.-$9,743
TECHNOLOGY PURCHASES INCLUDING IPADS FOR CLASSROOMS, COMPUTERS AND OTHER MISC. ITEMS-$560
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACEY LESHNERCo-President-$0--
STEPHANIE LIBERATORECo-President-$0--
CORRIE COLEMANVicepresiden-$0--
KATIE NOBLETreasurer-$0--
ANGIE WHATLEYCo-Secretary-$0--
BRIE HILLCo-Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Step It Up$27,039$27,039-$27,039
Htes Festival$14,208$14,208$3,827$10,381
Total Events$66,884$66,884$22,311$44,573
Filing and Contact Details

Filer

Filer Name
Horseshoe Trails Elementary Pto
EIN
20-2674239
Phone
4802728500
Address
29455 N CAVE CREEK ROAD 118-463, CAVE CREEK, AZ 85331

Signing Officer

Name
Katie Noble
Title
Treasurer
Phone
4802728500
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cilliers CPA Pllc
Address
8080 E GELDING DR STE 106, SCOTTSDALE, AZ 85260
Preparer
Philippus Cilliers
Phone
4806262760
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses technology 560 insurance 321 teacher appreciation 8,069 student enrinchment activ 4,485 principal - supplies 269 other 8,379 website 1,095 total 23,178”

Form 990-ez, Part II, Line 24

“Home room fund 1,161 1,448 garden funds 0 150 other 0 354 total 1,161 1,952”

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KATIE NOBLE
IRS990EZ/BooksInCareOfDetail/PhoneNum04802728500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05405 E PINNACLE VISTA DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAVE CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085331
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074812
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt095794
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035256
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021773
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010365
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075973
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097746
IRS990EZ/FundraisingGrossIncomeAmt078903
IRS990EZ/GrossReceiptsAmt0114159
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075973
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097746
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075973
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt097746
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACEY LESHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE LIBERATORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CORRIE COLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE NOBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANGIE WHATLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIE HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICEPRESIDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01161
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01952
IRS990EZ/OtherExpensesTotalAmt023178
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT HORSESHOE TRAILS ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TECHNOLOGY PURCHASES INCLUDING IPADS FOR CLASSROOMS, COMPUTERS AND OTHER MISC. ITEMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT, DEVELOPMENT AND APRECIATION FOR APROXIMATELY 50 TEACHERS AND STAFF. INCLUDES MEALS AND GIFTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EDUCATIONAL MATERIALS AND SUPPLIES FOR TEACHERS AND STAFF TO USE FOR AROUND 700 STUDENTS. INCLUDES CLASSROOM AND SCHOOL SUPPLIES, LIBRARY AR MATERIALS, ARRT SUPPLIES, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0560
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt153862
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29743
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt031308
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027535
IRS990EZ/SpecialEventsNetIncomeLossAmt051368
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064851
IRS990EZ/TotalProgramServiceExpensesAmt064165
IRS990EZ/TotalRevenueAmt086624
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HTESPARENTS.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022994
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt058250
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0300958
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.53540
IRS990ScheduleA/PublicSupportTotal170Amt058250
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt035256
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022994
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt058250
IRS990ScheduleA/TotalSupportAmt058250
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022311
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt07399
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt07399
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STEP IT UP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HTES FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0230
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027039
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt025637
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066884
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027039
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025637
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066884
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044573
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010855
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014682
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03827
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TECHNOLOGY 560 INSURANCE 321 TEACHER APPRECIATION 8,069 STUDENT ENRINCHMENT ACTIV 4,485 PRINCIPAL - SUPPLIES 269 OTHER 8,379 WEBSITE 1,095 TOTAL 23,178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOME ROOM FUND 1,161 1,448 GARDEN FUNDS 0 150 OTHER 0 354 TOTAL 1,161 1,952
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE NOBLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04802728500
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HORSESHOE TRAILS ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0HORS
ReturnHeader/Filer/EIN0202674239
ReturnHeader/Filer/PhoneNum04802728500
ReturnHeader/Filer/USAddress/AddressLine1Txt029455 N CAVE CREEK ROAD 118-463
ReturnHeader/Filer/USAddress/CityNm0CAVE CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085331
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208796020
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CILLIERS CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08080 E GELDING DR STE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085260
ReturnHeader/PreparerPersonGrp/PhoneNum04806262760
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIPPUS CILLIERS
ReturnHeader/ReturnTs02023-11-06T17:54:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NOBLE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,746
Liabilities
-
Net assets
$97,746
Revenue
$86,624
Expenses
$64,851
Net income
$21,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.99$0.95$0.04
2024Summary only. Only limited summary data is available for this year.$1.27$0.00$1.13$0.83$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.87$0.65$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.98$0.72$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.74$0.74$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.49$1.01$0.67$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.03$0.14$0.90$0.83$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.04$0.07$0.80$0.79$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.02$0.07$0.82$0.81$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.07$0.05$0.97$1.26$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.07$0.34$1.02$0.90$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.09$0.22$1.04$0.98$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$1.09$1.46$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.06$0.53$0.78$0.34$0.44