Civic Intelligence

Louis Pizitz Middle School PTO

990EZ • Fiscal year 2015 • EIN 26-4590417

Jul 01, 2014 to Jun 30, 2015 • Filed on Jul 30, 2015

2020 Pizitz DriveVestavia Hills, AL 35216

(205) 402-5350

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

70th percentile

15%

Higher net margin than 70% 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

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Up

$52,409

Up $7,086 (+16%) from 2014

Net Assets

Up

$52,409

Up $7,086 (+16%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$48,860

Down $14,053 (-22%) from 2014

Expenses

Down

$41,773

Down $33,790 (-45%) from 2014

Net Income

Up

$7,087

Up $19,737 (+156%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $57,973Net Assets 2013: $57,9732013Assets 2014: $45,323Net Assets 2014: $45,3232014Assets 2015: $52,409Net Assets 2015: $52,4092015Assets 2016: $26,590Net Assets 2016: $26,5902016Assets 2017: $27,378Net Assets 2017: $27,3782017Assets 2018: $29,182Net Assets 2018: $29,1822018Assets 2019: $35,322Net Assets 2019: $35,3222019Assets 2020: $41,318Net Assets 2020: $41,3182020Assets 2021: $40,569Net Assets 2021: $40,5692021Assets 2022: $113,846Liabilities 2022: $66,982Net Assets 2022: $46,8642022Assets 2023: $48,026Net Assets 2023: $48,0262023Assets 2025: $64,234Net Assets 2025: $64,2342025

Highlighted filing

2015

Assets$52,409
Liabilities-
Net Assets$52,409

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $68,973Expenses 2013: $66,651Net Income 2013: $2,3222013Revenue 2014: $62,913Expenses 2014: $75,563Net Income 2014: -$12,6502014Revenue 2015: $48,860Expenses 2015: $41,773Net Income 2015: $7,0872015Revenue 2016: $45,141Expenses 2016: $70,960Net Income 2016: -$25,8192016Revenue 2017: $32,511Expenses 2017: $31,723Net Income 2017: $7882017Revenue 2018: $38,122Expenses 2018: $36,319Net Income 2018: $1,8032018Revenue 2019: $43,462Expenses 2019: $37,321Net Income 2019: $6,1412019Revenue 2020: $65,255Expenses 2020: $59,259Net Income 2020: $5,9962020Revenue 2021: $55,556Expenses 2021: $56,305Net Income 2021: -$7492021Revenue 2022: $91,358Expenses 2022: $85,065Net Income 2022: $6,2932022Revenue 2023: $79,854Expenses 2023: $78,695Net Income 2023: $1,1592023Revenue 2025: $81,074Expenses 2025: $70,412Net Income 2025: $10,6622025

Highlighted filing

2015

Revenue$48,860
Expenses$41,773
Net Income$7,087
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jul 30, 2015
Return Version
2014v5.0
Gross Receipts
$107,001
Mission and Program Overview

Mission

To support the students, faculty, parents, and staff through school activities that promote academic achievement and encourage student enrichment.

Program Services

DescriptionGrantsExpenses
TO PROVIDE MATERIALS, SUPPLIES, AND EQUIPMENT FOR CLASSROOM SUPPORT-$23,376
TO PROVIDE SUPPORT FOR SCHOOL-WIDE ENRICHMENT-$9,280
FOR THE SUPPORT AND APPRECIATION OF THE TEACHERS/STAFF-$6,857
HOMEROOM PARTY EXPENSES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDY WALKERPresidentPT$0--
CINDY CHERRYPresident El-$0--
BETH JOHNSTONVP Membershi-$0--
ELEN SHUEMAKERVP Newslette-$0--
SUMMER ZULANUSRecording Se-$0--
JULIE WOODSONCorrespondin-$0--
CHRISTY KNIGHTTreasurer-$0--
MEGAN GERACETreasurer El-$0--
LAURA CHAMPIONParliamentar-$0--
Filing and Contact Details

Filer

Filer Name
Louis Pizitz Middle School Pto
EIN
26-4590417
Phone
2054025350
Address
2020 PIZITZ DRIVE, VESTAVIA HILLS, AL 35216

Signing Officer

Name
Christy Knight
Title
Treasurer
Phone
2054025350
Signed
2015-07-30
Discuss with paid preparer
Yes

Preparer

Firm
JACKSON HOWARD & WHATLEY CPA'S
Address
729 CHESTNUT STREET, BIRMINGHAM, AL 35216
Preparer
Michael J Jackson
Phone
2058222352
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses annual projects (teacher 18,376 copy machine- teacher/sta 5,000 pto admin, postage, and 100 citizenship assembly 830 guest author/speakers 2,000 health room 750 living history 899 newcomers 98 school-wide enrichment 290 registration- admin 255 vice principal game rewar 68 chamber of commerce lunch 162 gifts and flowers 282 hospitality 2,573 teacher expenses 3,840 miscellaneous 250 pto council dues 1,360 arts/drama 850 destiny subscription 1,490 media center 1,500 total 40,973

Form 990-ez, Part III

To support the students, faculty, parents, and staff through school activities that promote academic achievement and encourage student enrichment.

Form 990-ez, Part III, Line 31

HOMEROOM PARTY EXPENSES

Raw XML Appendix172 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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IRS990EZ/BooksInCareOfDetail/PhoneNum02054025350
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VESTAVIA HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035216
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045322
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052409
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt030048
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IRS990EZ/GrossSalesOfInventoryAmt088189
IRS990EZ/GroupExemptionNum05895
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingOtherDesc0HYBRID
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDY WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CINDY CHERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETH JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELEN SHUEMAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUMMER ZULANUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE WOODSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISTY KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MEGAN GERACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LAURA CHAMPION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP NEWSLETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040973
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE STUDENTS, FACULTY, PARENTS, AND STAFF THROUGH SCHOOL ACTIVITIES THAT PROMOTE ACADEMIC ACHIEVEMENT AND ENCOURAGE STUDENT ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE MATERIALS, SUPPLIES, AND EQUIPMENT FOR CLASSROOM SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE SUPPORT FOR SCHOOL-WIDE ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FOR THE SUPPORT AND APPRECIATION OF THE TEACHERS/STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3HOMEROOM PARTY EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023376
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19280
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26857
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041773
IRS990EZ/TotalProgramServiceExpensesAmt039513
IRS990EZ/TotalRevenueAmt048860
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VESTAVIA.K12.AL.US/PIZITZMIDDLE
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION PROVIDED MATERIALS, SUPPLIES, AND EQUIPMENT FOR CLASSROOM SUPPORT, PROVIDED SUPPORT FOR SCHOOL-WIDE ENRICHMENT, AND SUPPORTED AND ACKNOWLEDGED THE FACULTY AND STAFF AT VESTAVIA HILLS LOUIS PIZITZ MIDDLE SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0630590762
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt039513
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0VESTAVIA HILLS BOARD OF EDUCATION-
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0PIZITZ MIDDLE SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt039513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ANNUAL PROJECTS (TEACHER 18,376 COPY MACHINE- TEACHER/STA 5,000 PTO ADMIN, POSTAGE, AND 100 CITIZENSHIP ASSEMBLY 830 GUEST AUTHOR/SPEAKERS 2,000 HEALTH ROOM 750 LIVING HISTORY 899 NEWCOMERS 98 SCHOOL-WIDE ENRICHMENT 290 REGISTRATION- ADMIN 255 VICE PRINCIPAL GAME REWAR 68 CHAMBER OF COMMERCE LUNCH 162 GIFTS AND FLOWERS 282 HOSPITALITY 2,573 TEACHER EXPENSES 3,840 MISCELLANEOUS 250 PTO COUNCIL DUES 1,360 ARTS/DRAMA 850 DESTINY SUBSCRIPTION 1,490 MEDIA CENTER 1,500 TOTAL 40,973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO SUPPORT THE STUDENTS, FACULTY, PARENTS, AND STAFF THROUGH SCHOOL ACTIVITIES THAT PROMOTE ACADEMIC ACHIEVEMENT AND ENCOURAGE STUDENT ENRICHMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOMEROOM PARTY EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTY KNIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02054025350
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUIS PIZITZ MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0264590417
ReturnHeader/Filer/PhoneNum02054025350
ReturnHeader/Filer/USAddress/AddressLine1Txt02020 PIZITZ DRIVE
ReturnHeader/Filer/USAddress/CityNm0VESTAVIA HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035216
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630916273
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON HOWARD & WHATLEY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0729 CHESTNUT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035216
ReturnHeader/PreparerPersonGrp/PhoneNum02058222352
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J JACKSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-13T13:17:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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