Civic Intelligence

Shelledy Elementary PTO

990EZ • Fiscal year 2017 • EIN 26-0844392

Aug 01, 2016 to Jul 31, 2017 • Filed on Feb 17, 2018

Organization ProfileN/A
353 N Mesa AvenueFruita, CO 81521

(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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

91st percentile

102%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

49%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,511

Up $14,387 (+102%) from 2016

Net Assets

Up

$28,511

Up $14,387 (+102%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Up

$25,430

Up $8,394 (+49%) from 2016

Expenses

Down

$11,043

Down $11,062 (-50%) from 2016

Net Income

Up

$14,387

Up $19,456 (+384%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2017

Assets$28,511
Liabilities-
Net Assets$28,511
Open 2017 Filing

Operations Trend

Revenue Growth85th 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

2017

Revenue$25,430
Expenses$11,043
Net Income$14,387
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Feb 17, 2018
Return Version
2016v3.0
Gross Receipts
$39,114
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.-$10,591
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NELLY SINCLAIRPresident-$0--
KATIE SKALAVice President-$0--
JOLENE PIETZTreasurer-$0--
ELIZABETH BLAHASecretary-$0--
AMBER CHELEWSKIMember-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charleston Wraps$12,224$12,224$5,294$6,930
Carnival$6,970$6,970$1,010$5,960
Total Events$39,112$39,112$13,684$25,428
Filing and Contact Details

Filer

Filer Name
Shelledy Elementary Pto
EIN
26-0844392
Phone
9702546460
Address
353 N MESA AVENUE, FRUITA, CO 81521

Signing Officer

Name
Jolene Pietz
Title
Treasurer
Phone
9702546460
Signed
2018-02-17
Discuss with paid preparer
Yes

Preparer

Firm
ChadwickSteinkirchnerDavis & Co PC
Address
225 North 5th Street Suite 401, Grand Junction, CO 81501-2645
Preparer
Kathleen M White CPA
Phone
9702453000
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“TEACHER SUPPLIES 10591.”

Raw XML Appendix174 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/PersonNm0JOLENE PIETZ
IRS990EZ/BooksInCareOfDetail/PhoneNum09702546460
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0353 N MESA AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FRUITA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd081521
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013374
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027761
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014387
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0452
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014124
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IRS990EZ/FundraisingGrossIncomeAmt039112
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt039114
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt0750
IRS990EZ/LandAndBuildingsGrp/EOYAmt0750
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014124
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014124
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028511
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NELLY SINCLAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE SKALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOLENE PIETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH BLAHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMBER CHELEWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010591
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/ProgramServiceExpensesAmt010591
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013684
IRS990EZ/SpecialEventsNetIncomeLossAmt025428
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011043
IRS990EZ/TotalProgramServiceExpensesAmt010591
IRS990EZ/TotalRevenueAmt025430
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03500
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047852
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt057440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt059408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0245755
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0249255
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041943
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047852
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062908
IRS990ScheduleA/Total509Grp/TotalAmt0249255
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0249257
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013684
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0600
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0600
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHARLESTON WRAPS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0858
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt01426
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02284
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019918
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039112
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019918
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039112
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025428
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0137
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0137
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04359
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010663
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01010
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TEACHER SUPPLIES 10591.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOLENE PIETZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09702546460
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELLEDY ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0260844392
ReturnHeader/Filer/PhoneNum09702546460
ReturnHeader/Filer/USAddress/AddressLine1Txt0353 N MESA AVENUE
ReturnHeader/Filer/USAddress/CityNm0FRUITA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081521
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03B178F57D8014C3FEE18C04753B29CD0F7931093
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId027D265AB0CE57D7ED8922AD6E6192C2AFC9D4B3F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.145.81.234
ReturnHeader/FilingSecurityInformation/IPDt02018-03-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm019:56:50
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ChadwickSteinkirchnerDavis & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 North 5th Street Suite 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grand Junction
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0815012645
ReturnHeader/PreparerPersonGrp/PhoneNum09702453000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN M WHITE CPA
ReturnHeader/ReturnTs02018-03-04T19:57:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,511
Liabilities
-
Net assets
$28,511
Revenue
$25,430
Expenses
$11,043
Net income
$14,387
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