Civic Intelligence

Saddlebrook Elementary PTA

EIN 27-0201010 • 501(c)3 • Omaha, NE

Profile

ELEMENTARY SCHOOL PTA

14850 Laurel AvenueOmaha, NE 68116

www.ops.org/ELEMENTARY/SADDLEBROOK/PTA

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

42nd percentile

-1.1%

Higher net margin than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$10,703

Down $1,906 (-15%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$10,703

Down $1,906 (-15%) from 2016

Operations
Liabilities / Revenue61st percentileNet Margin42nd percentile

Revenue

Up

$39,770

Up $8,889 (+29%) from 2016

Expenses

Up

$40,207

Up $4,922 (+14%) from 2016

Net Income

Up

-$437

Up $3,967 (+90%) from 2016

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2012: $13,888Liabilities 2012: $0Net Assets 2012: $13,8882012Assets 2013: $20,730Liabilities 2013: $0Net Assets 2013: $20,7302013Assets 2014: $21,609Liabilities 2014: $0Net Assets 2014: $21,6092014Assets 2015: $17,013Liabilities 2015: $0Net Assets 2015: $17,0132015Assets 2016: $12,609Liabilities 2016: $0Net Assets 2016: $12,6092016Assets 2020: $10,703Liabilities 2020: $0Net Assets 2020: $10,7032020

Highlighted filing

2020

Assets$10,703
Liabilities$0
Net Assets$10,703
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $23,477Expenses 2012: $18,693Net Income 2012: $4,7842012Revenue 2013: $54,967Expenses 2013: $48,125Net Income 2013: $6,8422013Revenue 2014: $32,956Expenses 2014: $32,077Net Income 2014: $8792014Revenue 2015: $21,847Expenses 2015: $26,443Net Income 2015: -$4,5962015Revenue 2016: $30,881Expenses 2016: $35,285Net Income 2016: -$4,4042016Revenue 2020: $39,770Expenses 2020: $40,207Net Income 2020: -$4372020

Highlighted filing

2020

Revenue$39,770
Expenses$40,207
Net Income-$437
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,703
Liabilities
$0
Net assets
$10,703
Revenue
$39,770
Expenses
$40,207
Net income
-$437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$39.8$40.2$0.44
2016Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$30.9$35.3$4.40
2015Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$21.8$26.4$4.60
2014Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$33.0$32.1$0.88
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$0.00$20.7$55.0$48.1$6.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$0.00$13.9$23.5$18.7$4.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.1
Gross Receipts
$60,878
Mission and Program Overview

Mission

ELEMENTARY SCHOOL PTA

Program Services

DescriptionGrantsExpenses
Partnered with school to provide a quality education through upgrading technology and supporting teachers and classroom activities.-$40,207
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lindsay HollingsworthPresidentPT$0--
Jenny FinckVice PresidentPT$0--
Shane UnderwoodTreasurerPT$0--
Megan OversonSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$48,834$48,834-$48,834
Total Events$48,834$48,834-$48,834
Filing and Contact Details

Filer

Filer Name
Saddlebrook Elementary PTA
EIN
27-0201010
Address
14850 Laurel Avenue, Omaha, NE 68116

Signing Officer

Name
Shane Underwood
Title
Treasurer
Phone
4029682747
Signed
2020-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Custom Business Services
Address
14301 FNB Parkway Ste 100, Omaha, NE 68154
Preparer
Roger Grohmann
Phone
4026899707
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountOffice Expenses/Bank Fees 106Insurance 220Classroom/School Supplies 6,742Hospitality Expense 1,300Yearbook Expense 1,706Class Field Trips 5,336Learning Expense/School Equipment 19,231Scholarships 4,000Donations 1,566”

Raw XML Appendix164 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/PersonNm0Shane Underwood
IRS990EZ/BooksInCareOfDetail/PhoneNum04029682747
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014850 Laurel Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Omaha
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd068116
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011140
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010703
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-437
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011140
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010703
IRS990EZ/FundraisingGrossIncomeAmt057942
IRS990EZ/GrossReceiptsAmt060878
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01007
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011140
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010703
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011140
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010703
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lindsay Hollingsworth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jenny Finck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Shane Underwood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Megan Overson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt040207
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Elementary School PTA
IRS990EZ/ProgramServiceRevenueAmt01929
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Partnered with school to provide a quality education through upgrading technology and supporting teachers and classroom activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040207
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021108
IRS990EZ/SpecialEventsNetIncomeLossAmt036834
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NE
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040207
IRS990EZ/TotalProgramServiceExpensesAmt040207
IRS990EZ/TotalRevenueAmt039770
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0554
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0928
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01929
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06289
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014093
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt057942
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt065494
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt066055
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt054049
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt058998
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0302538
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0317559
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066530
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056047
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065841
IRS990ScheduleA/Total509Grp/TotalAmt0317559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066530
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056047
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065841
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0317559
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundrai
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048834
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048834
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048834
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048834
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt048834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOffice Expenses/Bank Fees 106Insurance 220Classroom/School Supplies 6,742Hospitality Expense 1,300Yearbook Expense 1,706Class Field Trips 5,336Learning Expense/School Equipment 19,231Scholarships 4,000Donations 1,566
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shane Underwood
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04029682747
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Saddlebrook Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0SADD
ReturnHeader/Filer/EIN0270201010
ReturnHeader/Filer/USAddress/AddressLine1Txt014850 Laurel Avenue
ReturnHeader/Filer/USAddress/CityNm0Omaha
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068116
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C35C120D145B9376D9763DA148DF23EF9F1BBEBB
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId047232620203072ut0wtx
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.157.35.198
ReturnHeader/FilingSecurityInformation/IPDt02020-11-02
ReturnHeader/FilingSecurityInformation/IPTm023:00:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455245583
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Custom Business Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014301 FNB Parkway Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Omaha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068154
ReturnHeader/PreparerPersonGrp/PhoneNum04026899707
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger Grohmann
ReturnHeader/ReturnTs02020-11-02T15:56:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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