Civic Intelligence

Shelledy Elementary PTO

990EZ • Fiscal year 2014 • EIN 26-0844392

Aug 01, 2013 to Jul 31, 2014 • Filed on Dec 05, 2014

Organization ProfileN/A
353 N Mesa Avenue81521

(970) 254-6460

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

16th percentile

-18%

Higher net margin than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

5th percentile

-66%

Faster asset growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-71%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$12,989

Down $24,926 (-66%) from 2013

Net Assets

Down

$12,989

Down $24,926 (-66%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$17,978

Down $44,930 (-71%) from 2013

Expenses

Down

$21,287

Down $34,370 (-62%) from 2013

Net Income

Down

-$3,309

Down $10,560 (-146%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$40K$30K$20K$10K$0Assets 2011: $27,896Liabilities 2011: $0Net Assets 2011: $27,8962011Assets 2012: $30,664Liabilities 2012: $0Net Assets 2012: $30,6642012Assets 2013: $37,915Liabilities 2013: $0Net Assets 2013: $37,9152013Assets 2014: $12,989Net Assets 2014: $12,9892014Assets 2015: $19,193Net Assets 2015: $19,1932015Assets 2016: $14,124Net Assets 2016: $14,1242016Assets 2017: $28,511Net Assets 2017: $28,5112017Assets 2018: $22,579Net Assets 2018: $22,5772018Assets 2019: $12,839Net Assets 2019: $12,8392019

Highlighted filing

2014

Assets$12,989
Liabilities-
Net Assets$12,989
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $30,529Expenses 2011: $30,467Net Income 2011: $622011Revenue 2012: $49,325Expenses 2012: $46,557Net Income 2012: $2,7682012Revenue 2013: $62,908Expenses 2013: $55,657Net Income 2013: $7,2512013Revenue 2014: $17,978Expenses 2014: $21,287Net Income 2014: -$3,3092014Revenue 2015: $16,536Expenses 2015: $10,332Net Income 2015: $6,2042015Revenue 2016: $17,036Expenses 2016: $22,105Net Income 2016: -$5,0692016Revenue 2017: $25,430Expenses 2017: $11,043Net Income 2017: $14,3872017Revenue 2018: -$5,478Expenses 2018: $456Net Income 2018: -$5,9342018Revenue 2019: -$9,430Expenses 2019: $310Net Income 2019: -$9,7402019

Highlighted filing

2014

Revenue$17,978
Expenses$21,287
Net Income-$3,309
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Dec 5, 2014
Return Version
2013v3.1
Gross Receipts
$57,440
Mission and Program Overview

Mission

The shelledy elementary pto's purpose is to raise funds to support the educational activities for the school, promote parent involvement, and further the mission of the school.

Program Services

DescriptionGrantsExpenses
THE SHELLEDY ELEMENTARY PTO PROVIDED SUPPORT TO PROVIDE CLASSROOMS WITH TECHNOLOGY FIELD TRIPS, ART INSTRUCTION, AS WELL AS SUPPORT FOR APPROXIMATELY 560 CHILDREN AND 200 STAFF AND VOLUNTEERS.-$21,287
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMI PETREEPresident-$0--
JENNIFER CUPPVice President-$0--
CHRISTINE RENWICKTreasurer-$0--
SHANDEE TALLEYCo-Secretary-$0--
CALEY PACECo-Secretary-$0--
STEVE STATESPrincipalPT$0--
DEB LAMBAssistant Principal-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$22,788$22,788$10,879$11,909
Event 1$12,206$12,206$3,052$9,154
Total Events$57,440$57,440$39,462$17,978
Filing and Contact Details

Filer

EIN
26-0844392
Phone
9702546460

Signing Officer

Name
Shandee Talley
Title
Treasurer
Phone
9702546460
Signed
2014-12-05
Discuss with paid preparer
Yes

Preparer

Preparer
Kathleen M White CPA
Phone
9702453000
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Materials and supplies 18087.”

Form 990EZ, Part I, Line 20

“Adjusted beginning balance for accounting error. Previous -21617. Cash balance was overstated.”

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/USAddress/City0FRUITA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode081521
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037165
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012239
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0750
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMI PETREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER CUPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE RENWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHANDEE TALLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CALEY PACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEVE STATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEB LAMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ASSISTANT PRINCIPAL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-21617
IRS990EZ/OtherExpensesTotalAmt018087
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SHELLEDY ELEMENTARY PTO'S PURPOSE IS TO RAISE FUNDS TO SUPPORT THE EDUCATIONAL ACTIVITIES FOR THE SCHOOL, PROMOTE PARENT INVOLVEMENT, AND FURTHER THE MISSION OF THE SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SHELLEDY ELEMENTARY PTO PROVIDED SUPPORT TO PROVIDE CLASSROOMS WITH TECHNOLOGY FIELD TRIPS, ART INSTRUCTION, AS WELL AS SUPPORT FOR APPROXIMATELY 560 CHILDREN AND 200 STAFF AND VOLUNTEERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021287
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt039462
IRS990EZ/SpecialEventsNetIncomeLossAmt017978
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021287
IRS990EZ/TotalProgramServiceExpensesAmt021287
IRS990EZ/TotalRevenueAmt017978
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04842
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08342
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt063965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0241602
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0249944
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062908
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065631
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063965
IRS990ScheduleA/Total509Grp/TotalAmt0249944
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0249944
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039462
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01260
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0161
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt01970
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03391
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012206
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022788
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022446
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt022446
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057440
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CARNIVAL/RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0ABC FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017978
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01544
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt01940
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03484
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt018656
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032587
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03052
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010879
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MATERIALS AND SUPPLIES 18087.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADJUSTED BEGINNING BALANCE FOR ACCOUNTING ERROR. PREVIOUS -21617. CASH BALANCE WAS OVERSTATED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANDEE TALLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09702546460
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHELLEDY ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0260844392
ReturnHeader/Filer/PhoneNum09702546460
ReturnHeader/Filer/USAddress/AddressLine10353 N MESA AVENUE
ReturnHeader/Filer/USAddress/City0FRUITA
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode081521
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ChadwickSteinkirchnerDavis & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10225 North 5th Street Suite 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Grand Junction
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0815012645
ReturnHeader/PreparerPersonGrp/PhoneNum09702453000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN M WHITE CPA
ReturnHeader/ReturnTs02014-12-11T13:28:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,989
Liabilities
-
Net assets
$12,989
Revenue
$17,978
Expenses
$21,287
Net income
-$3,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$12.8$12.8$9.43$0.31$9.74
2018Detailed filing. Detailed filing data is available for this year.$22.6$22.6$5.48$0.46$5.93
2017Detailed filing. Detailed filing data is available for this year.$28.5$28.5$25.4$11.0$14.4
2016Detailed filing. Detailed filing data is available for this year.$14.1$14.1$17.0$22.1$5.07
2015Detailed filing. Detailed filing data is available for this year.$19.2$19.2$16.5$10.3$6.20
2014Detailed filing. Detailed filing data is available for this year.$13.0$13.0$18.0$21.3$3.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.9$0.00$37.9$62.9$55.7$7.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.7$0.00$30.7$49.3$46.6$2.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.9$0.00$27.9$30.5$30.5$0.06