Civic Intelligence

Sherwood School PTO

990EZ • Fiscal year 2017 • EIN 26-4663359

Aug 01, 2016 to Jul 31, 2017 • 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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

8th percentile

-48%

Higher net margin than 8% 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

6th percentile

-67%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

62nd percentile

9.5%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$3,606

Down $7,317 (-67%) from 2016

Net Assets

Down

$3,606

Down $7,317 (-67%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Up

$15,104

Up $1,306 (+9.5%) from 2016

Expenses

Up

$22,421

Up $10,288 (+85%) from 2016

Net Income

Down

-$7,317

Down $8,982 (-539%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2017

Assets$3,606
Liabilities-
Net Assets$3,606
Open 2017 Filing

Operations Trend

Revenue Growth62nd 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

2017

Revenue$15,104
Expenses$22,421
Net Income-$7,317
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Mar 15, 2017
Return Version
2016v3.1
Gross Receipts
$46,596
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.-$22,421
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 Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARCI MOTTPresident-$0--
SARAH MCCURDYVice Pres-$0--
RAQUEL LEDESMASecretary-$0--
LISA FOSTERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$28,681$28,681$18,041$10,640
Misc Fundraisin$11,410$11,410$10,311$1,099
Total Events$40,091$40,091$28,352$11,739
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 2,258 library/ar 210 pto expenses 628 school activity 5,845 space day 2,778 teacher wishes 2,459 technology 7,980 bank charges 118 community 145 total 22,421”

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/BOYAmt010923
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03606
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7317
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010923
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03606
IRS990EZ/FundraisingGrossIncomeAmt046596
IRS990EZ/GrossReceiptsAmt046596
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010923
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03606
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010923
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03606
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/PersonNm0DARCI MOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH MCCURDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RAQUEL LEDESMA
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/OtherExpensesTotalAmt022421
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/ProgramServiceExpensesAmt022421
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031492
IRS990EZ/SpecialEventsNetIncomeLossAmt015104
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022421
IRS990EZ/TotalProgramServiceExpensesAmt022421
IRS990EZ/TotalRevenueAmt015104
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046596
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt056489
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0245173
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0245173
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046596
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049287
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049721
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056489
IRS990ScheduleA/Total509Grp/TotalAmt0245173
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt046596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049721
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056489
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0245173
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028352
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MISC FUNDRAISIN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028681
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040091
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028681
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040091
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011739
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028352
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018041
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FIELDTRIPS 2,258 LIBRARY/AR 210 PTO EXPENSES 628 SCHOOL ACTIVITY 5,845 SPACE DAY 2,778 TEACHER WISHES 2,459 TECHNOLOGY 7,980 BANK CHARGES 118 COMMUNITY 145 TOTAL 22,421
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/BuildTS02018-03-14 21:41:22Z
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A078D2242CF8F9F68B8AE813C853DBE0B603BBDB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C10351432197A3EB4E09CF901D3FCB0945427EE7
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/PreparationDt02018-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA A FISHER
ReturnHeader/ReturnTs02018-03-15T18:26:27-04:00
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
$3,606
Liabilities
-
Net assets
$3,606
Revenue
$15,104
Expenses
$22,421
Net income
-$7,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$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