Civic Intelligence

Elizabeth Shelton School PTO Inc

EIN 27-0688728 • 501(c)3 • Shelton, CT

Profile

Organization's purpose is to supplement educational efforts at this grade school.

138 Willoughby RoadShelton, CT 06484

esspto.membershiptoolkit.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

30th percentile

-10%

Higher net margin than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

34th percentile

-17%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

79th percentile

35%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,699

Down $2,157 (-17%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$10,699

Down $2,157 (-17%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Up

$21,026

Up $5,442 (+35%) from 2024

Expenses

Down

$23,181

Down $23,307 (-50%) from 2024

Net Income

Up

-$2,155

Up $28,749 (+93%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$80K$60K$40K$20K$0Assets 2015: $32,000Net Assets 2015: $32,0002015Assets 2016: $40,096Net Assets 2016: $40,0962016Assets 2017: $45,886Net Assets 2017: $45,8862017Assets 2018: $61,845Net Assets 2018: $61,8452018Assets 2019: $47,158Net Assets 2019: $47,1582019Assets 2020: $43,019Net Assets 2020: $43,0192020Assets 2021: $34,122Net Assets 2021: $34,1222021Assets 2022: $45,502Net Assets 2022: $45,5022022Assets 2023: $43,760Net Assets 2023: $43,7602023Assets 2024: $12,856Net Assets 2024: $12,8562024Assets 2025: $10,699Net Assets 2025: $10,6992025

Highlighted filing

2025

Assets$10,699
Liabilities-
Net Assets$10,699
Open 2025 Filing

Operations Trend

Revenue Growth79th percentile

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

$100K$50K$0-$50KRevenue 2015: $56,203Expenses 2015: $68,000Net Income 2015: -$11,7972015Revenue 2016: $39,130Expenses 2016: $31,034Net Income 2016: $8,0962016Revenue 2017: $29,472Expenses 2017: $23,682Net Income 2017: $5,7902017Revenue 2018: $38,873Expenses 2018: $22,915Net Income 2018: $15,9582018Revenue 2019: $31,647Expenses 2019: $46,334Net Income 2019: -$14,6872019Revenue 2020: $15,700Expenses 2020: $19,840Net Income 2020: -$4,1402020Revenue 2021: $7,143Expenses 2021: $16,039Net Income 2021: -$8,8962021Revenue 2022: $21,427Expenses 2022: $10,046Net Income 2022: $11,3812022Revenue 2023: $25,782Expenses 2023: $27,525Net Income 2023: -$1,7432023Revenue 2024: $15,584Expenses 2024: $46,488Net Income 2024: -$30,9042024Revenue 2025: $21,026Expenses 2025: $23,181Net Income 2025: -$2,1552025

Highlighted filing

2025

Revenue$21,026
Expenses$23,181
Net Income-$2,155
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,699
Liabilities
-
Net assets
$10,699
Revenue
$21,026
Expenses
$23,181
Net income
-$2,155
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.7$10.7$21.0$23.2$2.16
2024Detailed filing. Detailed filing data is available for this year.$12.9$12.9$15.6$46.5$30.9
2023Detailed filing. Detailed filing data is available for this year.$43.8$43.8$25.8$27.5$1.74
2022Detailed filing. Detailed filing data is available for this year.$45.5$45.5$21.4$10.0$11.4
2021Detailed filing. Detailed filing data is available for this year.$34.1$34.1$7.14$16.0$8.90
2020Detailed filing. Detailed filing data is available for this year.$43.0$43.0$15.7$19.8$4.14
2019Detailed filing. Detailed filing data is available for this year.$47.2$47.2$31.6$46.3$14.7
2018Detailed filing. Detailed filing data is available for this year.$61.8$61.8$38.9$22.9$16.0
2017Detailed filing. Detailed filing data is available for this year.$45.9$45.9$29.5$23.7$5.79
2016Detailed filing. Detailed filing data is available for this year.$40.1$40.1$39.1$31.0$8.10
2015Detailed filing. Detailed filing data is available for this year.$32.0$32.0$56.2$68.0$11.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 15, 2025
Return Version
2024v5.0
Gross Receipts
$53,659
Mission and Program Overview

Mission

Organization's purpose is to supplement educational efforts at this grade school.

Program Services

DescriptionGrantsExpenses
VARIOUS PROGRAMS ARE DESIGNED TO PROVIDE INTERACTION BETWEEN STUDENTS, TEACHERS AND PARENTS.-$22,793
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA GIORDANOCo-Treasurer-$0--
ALEXIS WEINSTEINCo-Treasurer-$0--
LINDSAY GALLOCo Presiden-$0--
DARCY EPSTEINVice Preside-$0--
DAWN COPPOLACo President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Quassy Park$13,906$13,906$13,722$184
Fall Festival$5,703$5,703-$5,703
Total Events$37,632$37,632$22,325$15,307
Filing and Contact Details

Filer

Filer Name
Elizabeth Shelton School Pto Inc
EIN
27-0688728
Phone
2039291330
Address
138 WILLOUGHBY ROAD, SHELTON, CT 06484

Signing Officer

Name
Alexis Weinstein
Title
Co-treasurer
Phone
2039291330
Signed
2025-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Raymond a Oppel CPA LLC
Address
259 CORAM AVE, SHELTON, CT 06484
Preparer
Raymond a Oppel
Phone
2039296616
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses miscellaneous/supplies 139 bank charges 38 teacher appreciation 502 field day 510 other appreciations 1,228 sunshine 656 school beautification 10,741 4th grade celebration 3,847 assembly/cultural 3,783 conference night 1,387 total 22,831”

Form 990-ez, Part III

“Organization's purpose is to supplement educational efforts at this grade school.”

Raw XML Appendix162 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/USAddress/CityNm0SHELTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006484
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IRS990EZ/FundraisingGrossIncomeAmt050310
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-85
IRS990EZ/GrossReceiptsAmt053659
IRS990EZ/GrossSalesOfInventoryAmt02151
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DARCY EPSTEIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO PRESIDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022831
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZATION'S PURPOSE IS TO SUPPLEMENT EDUCATIONAL EFFORTS AT THIS GRADE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS PROGRAMS ARE DESIGNED TO PROVIDE INTERACTION BETWEEN STUDENTS, TEACHERS AND PARENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022793
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt030397
IRS990EZ/SpecialEventsNetIncomeLossAmt019913
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023181
IRS990EZ/TotalProgramServiceExpensesAmt022793
IRS990EZ/TotalRevenueAmt021026
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ESSPTO.MEMBERSHIPTOOLKIT.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01516
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052474
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059834
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0266177
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053659
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0266177
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0QUASSY PARK
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013906
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05703
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018023
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013906
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015307
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013722
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MISCELLANEOUS/SUPPLIES 139 BANK CHARGES 38 TEACHER APPRECIATION 502 FIELD DAY 510 OTHER APPRECIATIONS 1,228 SUNSHINE 656 SCHOOL BEAUTIFICATION 10,741 4TH GRADE CELEBRATION 3,847 ASSEMBLY/CULTURAL 3,783 CONFERENCE NIGHT 1,387 TOTAL 22,831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION'S PURPOSE IS TO SUPPLEMENT EDUCATIONAL EFFORTS AT THIS GRADE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXIS WEINSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02039291330
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH SHELTON SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0270688728
ReturnHeader/Filer/PhoneNum02039291330
ReturnHeader/Filer/USAddress/AddressLine1Txt0138 WILLOUGHBY ROAD
ReturnHeader/Filer/USAddress/CityNm0SHELTON
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006484
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND A OPPEL
ReturnHeader/ReturnTs02025-10-27T13:01:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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