Civic Intelligence

Pelican Marsh Elementary - Parent Teacher Organization Inc

990EZ • Fiscal year 2018 • EIN 20-3229682

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 29, 2018

9480 Airport-pulling RoadNaples, FL 34109

(239) 377-7900

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

43rd percentile

0.4%

Higher net margin than 43% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

1.9%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

0.2%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$18,280

Up $341 (+1.9%) from 2017

Net Assets

Up

$18,280

Up $341 (+1.9%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$92,252

Up $158 (+0.2%) from 2017

Expenses

Up

$91,911

Up $7,065 (+8.3%) from 2017

Net Income

Down

$341

Down $6,907 (-95%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $30,768Liabilities 2010: $8,226Net Assets 2010: $22,5422010Assets 2011: $39,254Liabilities 2011: $9,016Net Assets 2011: $30,2382011Assets 2012: $55,692Liabilities 2012: $7,548Net Assets 2012: $48,1442012Assets 2013: $21,354Liabilities 2013: $8,020Net Assets 2013: $13,3342013Assets 2014: $23,272Liabilities 2014: $4,027Net Assets 2014: $19,2452014Assets 2015: $28,662Liabilities 2015: $8,919Net Assets 2015: $19,7432015Assets 2016: $17,498Liabilities 2016: $6,865Net Assets 2016: $10,6332016Assets 2017: $17,939Net Assets 2017: $17,9392017Assets 2018: $18,280Net Assets 2018: $18,2802018Assets 2019: $18,672Net Assets 2019: $18,6722019Assets 2020: $40,137Liabilities 2020: $2,784Net Assets 2020: $37,3532020Assets 2021: $16,404Net Assets 2021: $16,4042021Assets 2022: $25,148Net Assets 2022: $25,1482022Assets 2023: $34,399Liabilities 2023: $2,596Net Assets 2023: $31,8032023Assets 2024: $33,975Liabilities 2024: $2,411Net Assets 2024: $31,5642024

Highlighted filing

2018

Assets$18,280
Liabilities-
Net Assets$18,280

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $56,013Expenses 2010: $53,963Net Income 2010: $2,0502010Revenue 2011: $61,430Expenses 2011: $52,301Net Income 2011: $9,1292011Revenue 2012: $71,030Expenses 2012: $56,089Net Income 2012: $14,9412012Revenue 2013: $63,555Expenses 2013: $97,079Net Income 2013: -$33,5242013Revenue 2014: $104,360Expenses 2014: $98,449Net Income 2014: $5,9112014Revenue 2015: $85,221Expenses 2015: $84,722Net Income 2015: $4992015Revenue 2016: $95,265Expenses 2016: $104,375Net Income 2016: -$9,1102016Revenue 2017: $92,094Expenses 2017: $84,846Net Income 2017: $7,2482017Revenue 2018: $92,252Expenses 2018: $91,911Net Income 2018: $3412018Revenue 2019: $82,443Expenses 2019: $82,049Net Income 2019: $3942019Revenue 2020: $70,825Expenses 2020: $52,156Net Income 2020: $18,6692020Revenue 2021: $53,177Expenses 2021: $74,070Net Income 2021: -$20,8932021Revenue 2022: $57,053Expenses 2022: $48,309Net Income 2022: $8,7442022Revenue 2023: $68,924Expenses 2023: $62,269Net Income 2023: $6,6552023Revenue 2024: $83,757Expenses 2024: $83,997Net Income 2024: -$2402024

Highlighted filing

2018

Revenue$92,252
Expenses$91,911
Net Income$341
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 29, 2018
Return Version
2017v2.3
Gross Receipts
$118,159
Mission and Program Overview

Mission

The mission of the pelican marsh elementary parent teacher organization is to provide a cooperative, supportive environment where parents, teachers, and the community work together to enrich the quality of the educational experience of every student at pelican marsh elementary school. The organization will raise funds for supplemental educational materials and experiences in support of this effort.

Program Services

DescriptionGrantsExpenses
FIELD TRIPS AND EDUCATIONAL ACTIVITIES PROVIDED TO STUDENTS TO ENHANCE OR REFINFORCE CLASSROOM ACTIVITIES.-$37,063
PROVIDING CLASSROOM MATERIAL AND SUPPLIES FOR EDUCATIONAL PURPOSES IN THE SCHOOL AND CLASSROOMS.-$26,857
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEENA FOLZPresident-$0--
LORI FAGLIARONEVice Preside-$0--
CHRISTY HENDRYSecretary-$0--
SUE SCHMIDTTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser Fall$34,261$12,724$12,724$0
Fundraiser Spri$15,714$6,170$6,170$0
Total Events$64,144$25,907$25,907-
Filing and Contact Details

Filer

Filer Name
Pelican Marsh Elementary - Parent
EIN
20-3229682
Phone
2393777900
Address
9480 AIRPORT-PULLING ROAD, NAPLES, FL 34109

Signing Officer

Name
Deena Folz
Title
President
Signed
2018-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Briers CPA Pa
Address
3301 BONITA BEACH RD, BONITA SPRINGS, FL 34134-7832
Preparer
Michael T Briers CPA
Phone
2393908882
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank service charges 34 classroom supplies 26,857 dues and subscriptions 728 educational enrichment 37,063 family night 1,537 fifth grade celebration 11,162 hospitality committee 462 insurance (board) 349 license and permits 61 market at the marsh 7,720 office supplies 1,265 printing 504 staff appreciation 2,938 supply packs expense 431 volunteer program 128 yearbook expense 528 youth relations program 144 total 91,911

Form 990-ez, Part I, Line 20

Bb adjustment to match current bs 0

Form 990-ez, Part III

The mission of the pelican marsh elementary parent teacher organization is to provide a cooperative, supportive environment where parents, teachers, and the community work together to enrich the quality of the educational experience of every student at pelican marsh elementary school. The organization will raise funds for supplemental educational materials and experiences in support of this effort.

Raw XML Appendix180 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK SERVICE CHARGES 34 CLASSROOM SUPPLIES 26,857 DUES AND SUBSCRIPTIONS 728 EDUCATIONAL ENRICHMENT 37,063 FAMILY NIGHT 1,537 FIFTH GRADE CELEBRATION 11,162 HOSPITALITY COMMITTEE 462 INSURANCE (BOARD) 349 LICENSE AND PERMITS 61 MARKET AT THE MARSH 7,720 OFFICE SUPPLIES 1,265 PRINTING 504 STAFF APPRECIATION 2,938 SUPPLY PACKS EXPENSE 431 VOLUNTEER PROGRAM 128 YEARBOOK EXPENSE 528 YOUTH RELATIONS PROGRAM 144 TOTAL 91,911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BB ADJUSTMENT TO MATCH CURRENT BS 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MISSION OF THE PELICAN MARSH ELEMENTARY PARENT TEACHER ORGANIZATION IS TO PROVIDE A COOPERATIVE, SUPPORTIVE ENVIRONMENT WHERE PARENTS, TEACHERS, AND THE COMMUNITY WORK TOGETHER TO ENRICH THE QUALITY OF THE EDUCATIONAL EXPERIENCE OF EVERY STUDENT AT PELICAN MARSH ELEMENTARY SCHOOL. THE ORGANIZATION WILL RAISE FUNDS FOR SUPPLEMENTAL EDUCATIONAL MATERIALS AND EXPERIENCES IN SUPPORT OF THIS EFFORT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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ReturnHeader/Filer/EIN0203229682
ReturnHeader/Filer/PhoneNum02393777900
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ReturnHeader/FilingSecurityInformation/IPTm013:51:30
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ReturnHeader/PreparerPersonGrp/PhoneNum02393908882
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T BRIERS CPA
ReturnHeader/ReturnTs02018-11-05T14:51:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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.$0.34$0.02$0.32$0.84$0.84$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.34$0.03$0.32$0.69$0.62$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.57$0.48$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.53$0.74$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.40$0.03$0.37$0.71$0.52$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.82$0.82$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.92$0.92$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.92$0.85$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.07$0.11$0.95$1.04$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.09$0.20$0.85$0.85$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.04$0.19$1.04$0.98$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.08$0.13$0.64$0.97$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.08$0.48$0.71$0.56$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.09$0.30$0.61$0.52$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.08$0.23$0.56$0.54$0.02