Civic Intelligence

Spectrum Elementary Ptso

990EZ • Fiscal year 2021 • EIN 30-0261916

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 28, 2021

Organization ProfileN/A
2846 S Spectrum WayGilbert, AZ 85296

(480) 917-0117

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

37th percentile

0.4%

Higher net margin than 37% 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

42nd percentile

0.3%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

16th percentile

-52%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$46,627

Up $150 (+0.3%) from 2020

Net Assets

Up

$46,627

Up $150 (+0.3%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Down

$42,807

Down $45,709 (-52%) from 2020

Expenses

Down

$42,657

Down $24,570 (-37%) from 2020

Net Income

Down

$150

Down $21,139 (-99%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$60K$40K$20K$0Assets 2010: $9,469Net Assets 2010: $9,4692010Assets 2011: $14,218Net Assets 2011: $14,2182011Assets 2012: $0Net Assets 2012: $19,9172012Assets 2013: $27,033Net Assets 2013: $27,0332013Assets 2014: $15,509Net Assets 2014: $15,5092014Assets 2015: $23,158Net Assets 2015: $23,1582015Assets 2016: $23,639Net Assets 2016: $23,6392016Assets 2017: $29,229Net Assets 2017: $29,2292017Assets 2018: $25,089Net Assets 2018: $25,0892018Assets 2019: $25,188Net Assets 2019: $25,1882019Assets 2020: $46,477Net Assets 2020: $46,4772020Assets 2021: $46,627Net Assets 2021: $46,6272021Assets 2022: $52,868Net Assets 2022: $52,8682022Assets 2023: $48,367Net Assets 2023: $48,3672023Assets 2024: $28,066Net Assets 2024: $28,0662024Assets 2025: $13,718Net Assets 2025: $13,7182025

Highlighted filing

2021

Assets$46,627
Liabilities-
Net Assets$46,627
Open 2021 Filing

Operations Trend

Revenue Growth16th percentile

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

$100K$50K$0-$50KRevenue 2010: $10,667Expenses 2010: $12,646Net Income 2010: -$1,9792010Revenue 2011: $79,189Expenses 2011: $74,440Net Income 2011: $4,7492011Revenue 2012: $73,579Expenses 2012: $67,880Net Income 2012: $5,6992012Revenue 2013: $86,828Expenses 2013: $79,606Net Income 2013: $7,2222013Revenue 2014: $64,709Expenses 2014: $76,233Net Income 2014: -$11,5242014Revenue 2015: $59,742Expenses 2015: $52,093Net Income 2015: $7,6492015Revenue 2016: $69,567Expenses 2016: $69,086Net Income 2016: $4812016Revenue 2017: $79,280Expenses 2017: $73,690Net Income 2017: $5,5902017Revenue 2018: $79,947Expenses 2018: $84,087Net Income 2018: -$4,1402018Revenue 2019: $81,453Expenses 2019: $81,354Net Income 2019: $992019Revenue 2020: $88,516Expenses 2020: $67,227Net Income 2020: $21,2892020Revenue 2021: $42,807Expenses 2021: $42,657Net Income 2021: $1502021Revenue 2022: $62,781Expenses 2022: $56,540Net Income 2022: $6,2412022Revenue 2023: $51,035Expenses 2023: $55,536Net Income 2023: -$4,5012023Revenue 2024: $62,472Expenses 2024: $82,773Net Income 2024: -$20,3012024Revenue 2025: $59,000Expenses 2025: $73,348Net Income 2025: -$14,3482025

Highlighted filing

2021

Revenue$42,807
Expenses$42,657
Net Income$150
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 28, 2021
Return Version
2020v4.1
Gross Receipts
$42,807
Mission and Program Overview

Mission

Support of School

Program Services

DescriptionGrantsExpenses
None$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea DanielsPresPT$0--
Katie WaltemeyerTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Spectrum Elementary PTSO
EIN
30-0261916
Phone
4809170117
Address
2846 S Spectrum Way, Gilbert, AZ 85296

Signing Officer

Name
Andrea Daniels
Title
President
Phone
4809170117
Signed
2021-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Thomason Tax Service
Address
1480 E WARBLER ROAD, CHANDLER, AZ 85297
Preparer
Lora Meyer
Phone
4803293231
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Supplies for Classrooms 5319.”

Form 990EZ, Part I, Line 16

“Teacher appreciation 3575.”

Form 990EZ, Part I, Line 16

“Carryover expenses 563.”

Form 990EZ, Part I, Line 16

“Bank charges 12.”

Form 990EZ, Part I, Line 16

“Adminstrative supplies 907.”

Form 990EZ, Part I, Line 16

“Fundraising Cost 4449.”

Form 990EZ, Part I, Line 16

“School Support 21761.”

Form 990EZ, Part I, Line 16

“Merchandise 1875.”

Form 990EZ, Part I, Line 16

“Yearbooks 3553.”

Form 990EZ, Part I, Line 16

“Art Masterpiece”

Form 990EZ, Part I, Line 16

“Misc projects”

Form 990EZ, Part I, Line 16

“Family Events”

Form 990EZ, Part I, Line 16

“Credit card fees 643.”

Raw XML Appendix167 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/PersonNm0Spectrum Elementary School PTSO
IRS990EZ/BooksInCareOfDetail/PhoneNum04809170117
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02846 S Spectrum Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Gilbert
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085295
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046477
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046627
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt042807
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046477
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046627
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt042807
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046477
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046627
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046477
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046627
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrea Daniels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Katie Waltemeyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042657
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support of School
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0None
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042657
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt042807
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0996
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0907
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt04375
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0907
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01100
IRS990ScheduleA/Total509Grp/TotalAmt04375
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies for Classrooms 5319.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher appreciation 3575.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Carryover expenses 563.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank charges 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Adminstrative supplies 907.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fundraising Cost 4449.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Support 21761.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Merchandise 1875.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Yearbooks 3553.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Art Masterpiece
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Misc projects
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Family Events
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Credit card fees 643.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Daniels
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04809170117
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Spectrum Elementary PTSO
ReturnHeader/Filer/BusinessNameControlTxt0SPEC
ReturnHeader/Filer/EIN0300261916
ReturnHeader/Filer/PhoneNum04809170117
ReturnHeader/Filer/USAddress/AddressLine1Txt02846 S Spectrum Way
ReturnHeader/Filer/USAddress/CityNm0Gilbert
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMASON TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01480 E WARBLER ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085297
ReturnHeader/PreparerPersonGrp/PhoneNum04803293231
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lora Meyer
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-29T09:46:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Andrea
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Daniels
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,627
Liabilities
-
Net assets
$46,627
Revenue
$42,807
Expenses
$42,657
Net income
$150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.7$13.7$59.0$73.3$14.3
2024Detailed filing. Detailed filing data is available for this year.$28.1$28.1$62.5$82.8$20.3
2023Detailed filing. Detailed filing data is available for this year.$48.4$48.4$51.0$55.5$4.50
2022Detailed filing. Detailed filing data is available for this year.$52.9$52.9$62.8$56.5$6.24
2021Detailed filing. Detailed filing data is available for this year.$46.6$46.6$42.8$42.7$0.15
2020Detailed filing. Detailed filing data is available for this year.$46.5$46.5$88.5$67.2$21.3
2019Detailed filing. Detailed filing data is available for this year.$25.2$25.2$81.5$81.4$0.10
2018Detailed filing. Detailed filing data is available for this year.$25.1$25.1$79.9$84.1$4.14
2017Detailed filing. Detailed filing data is available for this year.$29.2$29.2$79.3$73.7$5.59
2016Detailed filing. Detailed filing data is available for this year.$23.6$23.6$69.6$69.1$0.48
2015Detailed filing. Detailed filing data is available for this year.$23.2$23.2$59.7$52.1$7.65
2014Detailed filing. Detailed filing data is available for this year.$15.5$15.5$64.7$76.2$11.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.0$27.0$86.8$79.6$7.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$19.9$73.6$67.9$5.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$14.2$79.2$74.4$4.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.47$9.47$10.7$12.6$1.98