Civic Intelligence

Sherwood School PTO

990EZ • Fiscal year 2016 • EIN 26-4663359

Aug 01, 2015 to Jul 31, 2016 • Filed on Mar 15, 2017

Organization ProfileN/A
3870 Shattuck RdSaginaw, MI 48603

(989) 799-2382

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$10,923

Up $1,665 (+18%) from 2015

Net Assets

Up

$10,923

Up $1,665 (+18%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Down

$13,798

Down $3,262 (-19%) from 2015

Expenses

Down

$12,133

Down $4,162 (-26%) from 2015

Net Income

Up

$1,665

Up $900 (+118%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$15K$10K$5.0K$0Assets 2011: $11,343Net Assets 2011: $11,3432011Assets 2012: $6,972Net Assets 2012: $6,9722012Assets 2013: $13,990Net Assets 2013: $13,9902013Assets 2014: $8,493Net Assets 2014: $8,4932014Assets 2015: $9,258Net Assets 2015: $9,2582015Assets 2016: $10,923Net Assets 2016: $10,9232016Assets 2017: $3,606Net Assets 2017: $3,6062017

Highlighted filing

2016

Assets$10,923
Liabilities-
Net Assets$10,923
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $24,424Expenses 2011: $19,893Net Income 2011: $4,5312011Revenue 2012: $24,689Expenses 2012: $29,060Net Income 2012: -$4,3712012Revenue 2013: $20,010Expenses 2013: $12,992Net Income 2013: $7,0182013Revenue 2014: $17,468Expenses 2014: $22,966Net Income 2014: -$5,4982014Revenue 2015: $17,060Expenses 2015: $16,295Net Income 2015: $7652015Revenue 2016: $13,798Expenses 2016: $12,133Net Income 2016: $1,6652016Revenue 2017: $15,104Expenses 2017: $22,421Net Income 2017: -$7,3172017

Highlighted filing

2016

Revenue$13,798
Expenses$12,133
Net Income$1,665
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Mar 15, 2017
Return Version
2015v3.0
Gross Receipts
$43,080
Mission and Program Overview

Mission

Supports educational programs

Program Services

DescriptionGrantsExpenses
SHERWOOD ELEMENTARY PTO CONDUCTS VARIOUS FUNDRAISING EVENTS THROUGHOUT THE SCHOOL YEAR TO RAISE FUNDS TO SUPPORT SPECIAL PROJECTS AND ACTIVITIES OF THE SCHOOL.-$12,133
SHERWOOD ELEMENTARY PTO CONDUCTS VARIOUS FUNDRAISING EVENTS THROUGHOUT THE SCHOOL YEAR TO RAISE FUNDS TO SUPPORT SPECIAL PROJECTS AND ACTIVITIES OF THE SCHOOL.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBBIE JACKSONPresident-$0--
SANDY HARTVice Pres-$0--
MEGAN WILLSecretary-$0--
LISA FOSTERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$24,469$24,469$15,384$9,085
Misc Fundraisin$11,370$11,370$10,026$1,344
Total Events$35,839$35,839$25,410$10,429
Filing and Contact Details

Filer

Filer Name
Sherwood School Pto
EIN
26-4663359
Phone
9897992382
Address
3870 SHATTUCK RD, SAGINAW, MI 48603

Signing Officer

Name
Lisa Foster
Title
Treasurer
Phone
9897992382
Signed
2017-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Roberts Boehler & Fisher Pc
Address
3110 FASHION SQUARE BLVD, SAGINAW, MI 48603
Preparer
Tina a Fisher
Phone
9897903080
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses fieldtrips 321 library/ar 165 pto expenses 673 school activity 1,374 space day 1,892 teacher wishes 2,051 technology 5,185 bank charges 245 homecoming 227 total 12,133”

Form 990-ez, Part III, Line 28

“Sherwood elementary pto conducts various fundraising events throughout the school year to raise funds to support special projects and activities of the school.”

Form 990-ez, Part III, Line 31

“Sherwood elementary pto conducts various fundraising events throughout the school year to raise funds to support special projects and activities of the school.”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LISA FOSTER
IRS990EZ/BooksInCareOfDetail/PhoneNum09897992382
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03870 SHATTUCK RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAGINAW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048603
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09258
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010923
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01665
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09258
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010923
IRS990EZ/FundraisingGrossIncomeAmt043080
IRS990EZ/GrossReceiptsAmt043080
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09258
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010923
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09258
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010923
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBBIE JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDY HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN WILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012133
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORTS EDUCATIONAL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SHERWOOD ELEMENTARY PTO CONDUCTS VARIOUS FUNDRAISING EVENTS THROUGHOUT THE SCHOOL YEAR TO RAISE FUNDS TO SUPPORT SPECIAL PROJECTS AND ACTIVITIES OF THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SHERWOOD ELEMENTARY PTO CONDUCTS VARIOUS FUNDRAISING EVENTS THROUGHOUT THE SCHOOL YEAR TO RAISE FUNDS TO SUPPORT SPECIAL PROJECTS AND ACTIVITIES OF THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012133
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029282
IRS990EZ/SpecialEventsNetIncomeLossAmt013798
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012133
IRS990EZ/TotalProgramServiceExpensesAmt012133
IRS990EZ/TotalRevenueAmt013798
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0411
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt049287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt056489
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063623
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0262200
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0262611
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049287
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049721
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056489
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064034
IRS990ScheduleA/Total509Grp/TotalAmt0262611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049721
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056489
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064034
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0262611
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025410
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MISC FUNDRAISIN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024469
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024469
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035839
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010429
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025410
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015384
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FIELDTRIPS 321 LIBRARY/AR 165 PTO EXPENSES 673 SCHOOL ACTIVITY 1,374 SPACE DAY 1,892 TEACHER WISHES 2,051 TECHNOLOGY 5,185 BANK CHARGES 245 HOMECOMING 227 TOTAL 12,133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SHERWOOD ELEMENTARY PTO CONDUCTS VARIOUS FUNDRAISING EVENTS THROUGHOUT THE SCHOOL YEAR TO RAISE FUNDS TO SUPPORT SPECIAL PROJECTS AND ACTIVITIES OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SHERWOOD ELEMENTARY PTO CONDUCTS VARIOUS FUNDRAISING EVENTS THROUGHOUT THE SCHOOL YEAR TO RAISE FUNDS TO SUPPORT SPECIAL PROJECTS AND ACTIVITIES OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA FOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09897992382
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERWOOD SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0264663359
ReturnHeader/Filer/PhoneNum09897992382
ReturnHeader/Filer/USAddress/AddressLine1Txt03870 SHATTUCK RD
ReturnHeader/Filer/USAddress/CityNm0SAGINAW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383531087
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERTS BOEHLER & FISHER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03110 FASHION SQUARE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAGINAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048603
ReturnHeader/PreparerPersonGrp/PhoneNum09897903080
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA A FISHER
ReturnHeader/ReturnTs02017-03-15T08:53:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,923
Liabilities
-
Net assets
$10,923
Revenue
$13,798
Expenses
$12,133
Net income
$1,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$3.61$15.1$22.4$7.32
2016Detailed filing. Detailed filing data is available for this year.$10.9$10.9$13.8$12.1$1.67
2015Detailed filing. Detailed filing data is available for this year.$9.26$9.26$17.1$16.3$0.77
2014Detailed filing. Detailed filing data is available for this year.$8.49$8.49$17.5$23.0$5.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$14.0$20.0$13.0$7.02
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.97$6.97$24.7$29.1$4.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$11.3$24.4$19.9$4.53