Civic Intelligence

Edgewood Elementary Parent Organization PTO Edgewood

990EZ • Fiscal year 2015 • EIN 23-7273537

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

Organization ProfileN/A
901 College AvenueBirmingham, AL 35209

(205) 423-2400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

8th percentile

-49%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

10th percentile

-43%

Faster asset growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

-4.5%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$95,721

Down $71,305 (-43%) from 2014

Net Assets

Down

$95,721

Down $41,283 (-30%) from 2014

Liabilities

Down

$0

Down $30,022 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin8th percentile

Revenue

Down

$84,714

Down $3,996 (-4.5%) from 2014

Expenses

Up

$125,997

Up $42,995 (+52%) from 2014

Net Income

Down

-$41,283

Down $46,991 (-823%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$300K$200K$100K$0Assets 2011: $99,034Liabilities 2011: $14,556Net Assets 2011: $84,4782011Assets 2012: $112,688Net Assets 2012: $112,6882012Assets 2013: $137,018Liabilities 2013: $5,722Net Assets 2013: $131,2962013Assets 2014: $167,026Liabilities 2014: $30,022Net Assets 2014: $137,0042014Assets 2015: $95,721Liabilities 2015: $0Net Assets 2015: $95,7212015Assets 2016: $131,271Liabilities 2016: $0Net Assets 2016: $131,2712016Assets 2017: $131,271Liabilities 2017: $0Net Assets 2017: $131,2712017Assets 2023: $181,582Liabilities 2023: $8,524Net Assets 2023: $173,0582023Assets 2024: $216,455Liabilities 2024: $4,060Net Assets 2024: $212,3952024Assets 2025: $256,603Liabilities 2025: $19,104Net Assets 2025: $237,4992025

Highlighted filing

2015

Assets$95,721
Liabilities$0
Net Assets$95,721
Open 2015 Filing

Operations Trend

Revenue Growth41st percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $64,155Expenses 2011: $67,863Net Income 2011: -$3,7082011Revenue 2012: $84,023Expenses 2012: $55,813Net Income 2012: $28,2102012Revenue 2013: $72,277Expenses 2013: $53,669Net Income 2013: $18,6082013Revenue 2014: $88,710Expenses 2014: $83,002Net Income 2014: $5,7082014Revenue 2015: $84,714Expenses 2015: $125,997Net Income 2015: -$41,2832015Revenue 2016: $92,669Expenses 2016: $57,119Net Income 2016: $35,5502016Revenue 2017: $92,669Expenses 2017: $57,119Net Income 2017: $35,5502017Revenue 2023: $199,158Expenses 2023: $257,111Net Income 2023: -$57,9532023Revenue 2024: $189,177Expenses 2024: $149,840Net Income 2024: $39,3372024Revenue 2025: $190,423Expenses 2025: $165,319Net Income 2025: $25,1042025

Highlighted filing

2015

Revenue$84,714
Expenses$125,997
Net Income-$41,283
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$151,354
Mission and Program Overview

Mission

Assist in educational activities

Program Services

DescriptionGrantsExpenses
SCHOOL PROJECTS PRINCIPALS DISCRETIONARY FUND TEACHER GRANTS SPECIAL EDUCATIONAL EVENTS COMPUTER LAB$114,019-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY LOWERYPresidentPT$0--
COURTNEY GRILLPresident ElectPT$0--
INGRID KELLENTreasurer-$0--
CATHERINE OWENParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Festi$76,845$56,195$16,478$39,717
Turkey Trot$8,317$8,317$5,669$2,648
Total Events$85,162$64,512$23,271$41,241
Filing and Contact Details

Filer

Filer Name
Edgewood Elementary Parent Teacher
EIN
23-7273537
Address
901 COLLEGE AVENUE, BIRMINGHAM, AL 35209

Signing Officer

Name
Ingrid Kellen
Title
Treasurer
Phone
2059913600
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Ellison CPA PC
Address
5501 Hway 280 Ste 107, Birmingham, AL 35242
Preparer
Wendy P Ellison
Phone
2059913600
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity grants grantee edgewood elementary school street 901 college avenue city, state, zip birmingham, al 35209relationship affiliated school amount 114,019”

Description of other expenses Part I line 16

“Description amounttalent show 307bank charges 155benevolence 443birthday table 587grandpals day 1,703hospitality 4,932kindergarten orientation 700nsf checks 137pto office expense 1,188surety bond 126”

Description of other assets Part II line 24

“Category beginning of year end of yearinventory 2,000 2,467”

Description of total liabilities Part II line 26

“Category beginning of year end of yearearly registration receipts 30,022 0”

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02054232400
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0165026
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt093254
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IRS990EZ/ContributionsGiftsGrantsEtcAmt033883
IRS990EZ/CostOfGoodsSoldAmt043369
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-41283
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt0114019
IRS990EZ/GrossProfitLossSlsOfInvntryAmt04448
IRS990EZ/GrossReceiptsAmt0151354
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05138
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0137004
IRS990EZ/NetAssetsOrFundBalancesEOYAmt095721
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0137004
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt095721
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY LOWERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COURTNEY GRILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2INGRID KELLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHERINE OWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02467
IRS990EZ/OtherExpensesTotalAmt010278
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSIST IN EDUCATIONAL ACTIVITIES
IRS990EZ/PrintingPublicationsPostageAmt01700
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL PROJECTS PRINCIPALS DISCRETIONARY FUND TEACHER GRANTS SPECIAL EDUCATIONAL EVENTS COMPUTER LAB
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0114019
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023271
IRS990EZ/SpecialEventsNetIncomeLossAmt041241
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt030022
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0125997
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt084714
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt044806
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt035551
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt029132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt024007
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0172517
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0213
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0388
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99780
IRS990ScheduleA/PublicSupportPY170Pct00.99500
IRS990ScheduleA/PublicSupportTotal170Amt0172517
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039021
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt024007
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0172517
IRS990ScheduleA/TotalSupportAmt0172905
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020650
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020650
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023271
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FESTI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TURKEY TROT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01124
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01124
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt076845
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08317
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041241
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022147
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016478
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY GRANTS GRANTEE EDGEWOOD ELEMENTARY SCHOOL STREET 901 COLLEGE AVENUE CITY, STATE, ZIP BIRMINGHAM, AL 35209RELATIONSHIP AFFILIATED SCHOOL AMOUNT 114,019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTTALENT SHOW 307BANK CHARGES 155BENEVOLENCE 443BIRTHDAY TABLE 587GRANDPALS DAY 1,703HOSPITALITY 4,932KINDERGARTEN ORIENTATION 700NSF CHECKS 137PTO OFFICE EXPENSE 1,188SURETY BOND 126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARINVENTORY 2,000 2,467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEAREARLY REGISTRATION RECEIPTS 30,022 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0INGRID KELLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02059913600
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDGEWOOD ELEMENTARY PARENT TEACHER
ReturnHeader/Filer/BusinessNameControlTxt0EDGE
ReturnHeader/Filer/EIN0237273537
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 COLLEGE AVENUE
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201049272
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ellison CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05501 Hway 280 Ste 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Birmingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035242
ReturnHeader/PreparerPersonGrp/PhoneNum02059913600
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wendy P Ellison
ReturnHeader/ReturnTs02016-05-16T15:48:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,721
Liabilities
$0
Net assets
$95,721
Revenue
$84,714
Expenses
$125,997
Net income
-$41,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.57$0.19$2.37$1.90$1.65$0.25
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.04$2.12$1.89$1.50$0.39
2023Detailed filing. Detailed filing data is available for this year.$1.82$0.09$1.73$1.99$2.57$0.58
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.93$0.57$0.36
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.93$0.57$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.85$1.26$0.41
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.30$1.37$0.89$0.83$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.06$1.31$0.72$0.54$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.13$0.84$0.56$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.15$0.84$0.64$0.68$0.04