Civic Intelligence

Southeast PTO

EIN 42-1472575 • 501(c)3 • Ankeny, IA

Profile

Improve the school environment through volunteer and financial support Develop a closer connection between school and home Support the educational experience at Southeast

1005 Southeast Trilein DriveAnkeny, IA 50021-3666
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$41,506

Up $17,374 (+72%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

$41,506

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin87th percentile

Revenue

Up

$43,167

Up $14,103 (+49%) from 2018

Expenses

Up

$25,033

Up $998 (+4.2%) from 2018

Net Income

Up

$18,134

Up $13,105 (+261%) from 2018

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2015: $21,361Liabilities 2015: $02015Assets 2016: $24,573Liabilities 2016: $02016Assets 2017: $20,981Liabilities 2017: $02017Assets 2018: $24,132Liabilities 2018: $02018Assets 2023: $41,506Liabilities 2023: $0Net Assets 2023: $41,5062023

Highlighted filing

2023

Assets$41,506
Liabilities$0
Net Assets$41,506
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2015: $16,916Expenses 2015: $17,318Net Income 2015: -$4022015Revenue 2016: $24,088Expenses 2016: $20,876Net Income 2016: $3,2122016Revenue 2017: $26,652Expenses 2017: $30,244Net Income 2017: -$3,5922017Revenue 2018: $29,064Expenses 2018: $24,035Net Income 2018: $5,0292018Revenue 2023: $43,167Expenses 2023: $25,033Net Income 2023: $18,1342023

Highlighted filing

2023

Revenue$43,167
Expenses$25,033
Net Income$18,134
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,506
Liabilities
$0
Net assets
$41,506
Revenue
$43,167
Expenses
$25,033
Net income
$18,134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$41.5$0.00$41.5$43.2$25.0$18.1
2018Summary only. Only limited summary data is available for this year.$24.1$0.00$29.1$24.0$5.03
2017Summary only. Only limited summary data is available for this year.$21.0$0.00$26.7$30.2$3.59
2016Summary only. Only limited summary data is available for this year.$24.6$0.00$24.1$20.9$3.21
2015Summary only. Only limited summary data is available for this year.$21.4$0.00$16.9$17.3$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$53,762
Mission and Program Overview

Mission

Improve the school environment through volunteer and financial support Develop a closer connection between school and home Support the educational experience at Southeast

Program Services

DescriptionGrantsExpenses
Money raised by Southeast PTO benefits the entire 550+ student body and approximately 90 staff members. Our primary fundraiser in the fall provides income to support building improvements such as benches for our outdoor shelter, soccer goals, sports field equipment, a GaGa ball pit and a bike rack. Teacher appreciation events, teacher supply and program requests and expanded capacity Chromebook carts are geared toward staff support. Families and students are engaged with the school as a community through events such as Monster Bash, Family Fun Night, Skate Night, Leadership Open House and dining nights.$8,000$15,765
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda KilgoreTreasurerPT$0--
Jessica ShortCo-PresidentPT$0--
Klaire MaddenCo-PresidentPT$0--
Danielle SnookCo-VPPT$0--
Anthony RumbaughCo-VPPT$0--
Lindsey LarsenSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$35,120$35,120$8,707$26,413
Event 2-$0-$0
Total Events$35,120$35,120$8,707$26,413
Filing and Contact Details

Filer

Filer Name
Southeast PTO
EIN
42-1472575
Phone
5152574310
Address
1005 Southeast Trilein Drive, Ankeny, IA 50021-3666

Signing Officer

Name
Amanda Kilgore
Title
PTO Treasurer
Phone
5157836200
Signed
2023-11-09
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

“Other expenses - teacher appreciation events, student events, program costs”

Raw XML Appendix213 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/PhoneNum05157836200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01005 SE Trilein Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ankeny
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050021
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amanda Kilgore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jessica Short
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Klaire Madden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Danielle Snook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Anthony Rumbaugh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lindsey Larsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt023742
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Improve the school environment through volunteer and financial support Develop a closer connection between school and home Support the educational experience at Southeast
IRS990EZ/PrintingPublicationsPostageAmt0791
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Money raised by Southeast PTO benefits the entire 550+ student body and approximately 90 staff members. Our primary fundraiser in the fall provides income to support building improvements such as benches for our outdoor shelter, soccer goals, sports field equipment, a GaGa ball pit and a bike rack. Teacher appreciation events, teacher supply and program requests and expanded capacity Chromebook carts are geared toward staff support. Families and students are engaged with the school as a community through events such as Monster Bash, Family Fun Night, Skate Night, Leadership Open House and dining nights.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015765
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010595
IRS990EZ/SpecialEventsNetIncomeLossAmt027970
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025033
IRS990EZ/TotalProgramServiceExpensesAmt015765
IRS990EZ/TotalRevenueAmt043167
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other expenses - teacher appreciation events, student events, program costs
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Kilgore
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTO Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05157836200
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southeast PTO
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0421472575
ReturnHeader/Filer/PhoneNum05152574310
ReturnHeader/Filer/USAddress/AddressLine1Txt01005 Southeast Trilein Drive
ReturnHeader/Filer/USAddress/CityNm0Ankeny
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0500213666
ReturnHeader/ReturnTs02023-11-09T12:38:44Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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