Civic Intelligence

Pelican Marsh Elementary - Parent Teacher Organization Inc

990EZ • Fiscal year 2019 • EIN 20-3229682

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 14, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

43rd percentile

0.5%

Higher net margin than 43% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

50th percentile

2.1%

Faster asset growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$18,672

Up $392 (+2.1%) from 2018

Net Assets

Up

$18,672

Up $392 (+2.1%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$82,443

Down $9,809 (-11%) from 2018

Expenses

Down

$82,049

Down $9,862 (-11%) from 2018

Net Income

Up

$394

Up $53 (+16%) from 2018

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

2019

Assets$18,672
Liabilities-
Net Assets$18,672

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

2019

Revenue$82,443
Expenses$82,049
Net Income$394
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 14, 2019
Return Version
2018v3.1
Gross Receipts
$108,433
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.-$30,653
PROVIDING CLASSROOM MATERIAL AND SUPPLIES FOR EDUCATIONAL PURPOSES IN THE SCHOOL AND CLASSROOMS.-$27,675
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEENA FOLZPresident-$0--
JENNIFER BROWNVice Preside-$0--
AMANDA SHERWOODSecretary-$0--
KERRY DILORETOTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser Fall$38,688$15,277$15,277$0
Holiday House$12,957$6,693$6,693$0
Total Events$51,645$21,970$21,970-
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
2019-08-14
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 27,675 dues and subscriptions 99 educational enrichment 30,653 fifth grade celebration 11,954 hospitality committee 211 insurance (board) 385 license and permits 61 market at the marsh 3,050 office supplies 1,014 staff appreciation 3,000 supply packs expense 932 yearbook expense 2,356 total 81,424

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.

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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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
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IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramServiceRevenueAmt016573
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING CLASSROOM MATERIAL AND SUPPLIES FOR EDUCATIONAL PURPOSES IN THE SCHOOL AND CLASSROOMS.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY HOUSE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012957
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021970
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015277
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK SERVICE CHARGES 34 CLASSROOM SUPPLIES 27,675 DUES AND SUBSCRIPTIONS 99 EDUCATIONAL ENRICHMENT 30,653 FIFTH GRADE CELEBRATION 11,954 HOSPITALITY COMMITTEE 211 INSURANCE (BOARD) 385 LICENSE AND PERMITS 61 MARKET AT THE MARSH 3,050 OFFICE SUPPLIES 1,014 STAFF APPRECIATION 3,000 SUPPLY PACKS EXPENSE 932 YEARBOOK EXPENSE 2,356 TOTAL 81,424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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 III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T BRIERS CPA
ReturnHeader/ReturnTs02019-09-10T14:20:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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