Civic Intelligence

Vestavia Hills Elementary West PTO

990EZ • Fiscal year 2021 • EIN 26-4590488

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 03, 2021

1965 Merryvale RoadVestavia Hills, AL 35216

(205) 402-5151

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

43rd percentile

4.0%

Higher net margin than 43% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

51st percentile

6.3%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

-11%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$50,695

Up $3,011 (+6.3%) from 2020

Net Assets

Up

$50,695

Up $3,011 (+6.3%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$75,622

Down $9,084 (-11%) from 2020

Expenses

Down

$72,611

Down $41 (-0.1%) from 2020

Net Income

Down

$3,011

Down $9,043 (-75%) from 2020

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2013: $28,772Net Assets 2013: $28,7722013Assets 2014: $20,421Net Assets 2014: $20,4212014Assets 2015: $26,006Net Assets 2015: $26,0062015Assets 2016: $30,769Net Assets 2016: $30,7692016Assets 2017: $30,771Net Assets 2017: $30,7712017Assets 2018: $35,560Net Assets 2018: $35,5602018Assets 2019: $35,631Net Assets 2019: $35,6312019Assets 2020: $47,684Net Assets 2020: $47,6842020Assets 2021: $50,695Net Assets 2021: $50,6952021Assets 2022: $56,869Net Assets 2022: $56,8692022Assets 2023: $71,029Net Assets 2023: $71,0292023Assets 2024: $91,457Liabilities 2024: $3,250Net Assets 2024: $88,2072024Assets 2025: $94,685Liabilities 2025: $2,000Net Assets 2025: $92,6852025

Highlighted filing

2021

Assets$50,695
Liabilities-
Net Assets$50,695

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $91,508Expenses 2013: $88,518Net Income 2013: $2,9902013Revenue 2014: $115,823Expenses 2014: $124,174Net Income 2014: -$8,3512014Revenue 2015: $115,012Expenses 2015: $109,426Net Income 2015: $5,5862015Revenue 2016: $109,099Expenses 2016: $104,336Net Income 2016: $4,7632016Revenue 2017: $114,376Expenses 2017: $114,372Net Income 2017: $42017Revenue 2018: $96,695Expenses 2018: $91,906Net Income 2018: $4,7892018Revenue 2019: $100,753Expenses 2019: $100,682Net Income 2019: $712019Revenue 2020: $84,706Expenses 2020: $72,652Net Income 2020: $12,0542020Revenue 2021: $75,622Expenses 2021: $72,611Net Income 2021: $3,0112021Revenue 2022: $98,371Expenses 2022: $92,196Net Income 2022: $6,1752022Revenue 2023: $115,540Expenses 2023: $101,380Net Income 2023: $14,1602023Revenue 2024: $128,766Expenses 2024: $111,588Net Income 2024: $17,1782024Revenue 2025: $158,910Expenses 2025: $154,432Net Income 2025: $4,4782025

Highlighted filing

2021

Revenue$75,622
Expenses$72,611
Net Income$3,011
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 3, 2021
Return Version
2020v4.0
Gross Receipts
$76,536
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
FOR THE SUPPORT AND APPRECIATION OF THE TEACHERS/STAFF-$33,691
TO PROVIDE SUPPORT FOR SCHOOL-WIDE ENRICHMENT-$27,007
TO PROVIDE MATERIALS, SUPPLIES, AND EQUIPMENT FOR CLASSROOM SUPPRT-$7,914
OTHER-$1,281
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNI KIMEPresidentPT$0--
MELISSA SIMMONSPresident-El-$0--
LISSA SCHULTZVP Communica-$0--
JENNIFER UELTSCHEYTreasurer-$0--
MEREDITH DANIELTreasurer-El-$0--
ERIN STRICKLINHelp The Hil-$0--
MANDY HILSMIERLegislative-$0--
ASHLEY GOETZPie Rep-$0--
CARRIE GARRICKPie Rep-$0--
LINDSEY DERIEUXParliamentar-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Giftwrap Sale$23,258$23,258$69$23,189
Auction$9,420$9,420$845$8,575
Total Events$32,678$32,678$914$31,764
Filing and Contact Details

Filer

Filer Name
Vestavia Hills Elementary West Pto
EIN
26-4590488
Phone
2054025151
Address
1965 MERRYVALE ROAD, VESTAVIA HILLS, AL 35216

Signing Officer

Name
Jennifer Ueltschey
Title
Treasurer
Signed
2021-09-03
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 box top usage-music/art/s 2,500 classroom support expense 5,414 copy machine for school u 4,500 faculty/staff gift fund 12,669 fifth grade party 1,430 grants 17,081 health room 340 hospitality/teacher appre 5,034 kindergarten 890 may day play day 1,860 miscellaneous 4,575 partners in education lun 38 professional development 6,056 pto brunch/luncheon 831 pto council membership 752 pto office supplies 335 subscriptions 1,281 teacher reimbursement 287 teachers allowance for st 5,145 west way week 793 total 71,811

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 31

OTHER

Raw XML Appendix201 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1MELISSA SIMMONS
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CompensationExplanation/CompensationExplanationGrp/PersonNm3JENNIFER UELTSCHEY
CompensationExplanation/CompensationExplanationGrp/PersonNm4MEREDITH DANIEL
CompensationExplanation/CompensationExplanationGrp/PersonNm5ERIN STRICKLIN
CompensationExplanation/CompensationExplanationGrp/PersonNm6MANDY HILSMIER
CompensationExplanation/CompensationExplanationGrp/PersonNm7ASHLEY GOETZ
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VESTAVIA HILLS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNI KIME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELISSA SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISSA SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER UELTSCHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MEREDITH DANIEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERIN STRICKLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MANDY HILSMIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ASHLEY GOETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CARRIE GARRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LINDSEY DERIEUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HELP THE HIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6LEGISLATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PIE REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PIE REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt071811
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE STUDENTS, FACULTY, PARENTS, AND STAFF THROUGH SCHOOL ACTIVITES THAT PROMOTE ACADEMIC ACHIEVEMENT AND ENCOURAGE STUDENT ENRICHMENT.
IRS990EZ/ProgramServiceRevenueAmt01144
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE MATERIALS, SUPPLIES, AND EQUIPMENT FOR CLASSROOM SUPPRT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE SUPPORT FOR SCHOOL-WIDE ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FOR THE SUPPORT AND APPRECIATION OF THE TEACHERS/STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07914
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt127007
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt233691
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31281
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0914
IRS990EZ/SpecialEventsNetIncomeLossAmt033459
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072611
IRS990EZ/TotalProgramServiceExpensesAmt069893
IRS990EZ/TotalRevenueAmt075622
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VESTAVIA.K12.AL.US/WESTELEMENTARY
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 WEST ELEMENTARY SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0630590762
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt069893
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0VESTAVIA HILLS BOARD OF EDUCATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt069893
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GIFTWRAP SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031764
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt069
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BOX TOP USAGE-MUSIC/ART/S 2,500 CLASSROOM SUPPORT EXPENSE 5,414 COPY MACHINE FOR SCHOOL U 4,500 FACULTY/STAFF GIFT FUND 12,669 FIFTH GRADE PARTY 1,430 GRANTS 17,081 HEALTH ROOM 340 HOSPITALITY/TEACHER APPRE 5,034 KINDERGARTEN 890 MAY DAY PLAY DAY 1,860 MISCELLANEOUS 4,575 PARTNERS IN EDUCATION LUN 38 PROFESSIONAL DEVELOPMENT 6,056 PTO BRUNCH/LUNCHEON 831 PTO COUNCIL MEMBERSHIP 752 PTO OFFICE SUPPLIES 335 SUBSCRIPTIONS 1,281 TEACHER REIMBURSEMENT 287 TEACHERS ALLOWANCE FOR ST 5,145 WEST WAY WEEK 793 TOTAL 71,811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO SUPPORT THE STUDENTS, FACULTY, PARENTS, AND STAFF THROUGH SCHOOL ACTIVITES THAT PROMOTE ACADEMIC ACHIEVEMENT AND ENCOURAGE STUDENT ENRICHMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER UELTSCHEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VESTAVIA HILLS ELEMENTARY WEST PTO
ReturnHeader/Filer/BusinessNameControlTxt0VEST
ReturnHeader/Filer/EIN0264590488
ReturnHeader/Filer/PhoneNum02054025151
ReturnHeader/Filer/USAddress/AddressLine1Txt01965 MERRYVALE ROAD
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/PreparationDt02021-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J JACKSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-04T15:33:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0UELTSCHEY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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