Civic Intelligence

Avery School PTO

990EZ • Fiscal year 2021 • EIN 43-1170009

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 07, 2022

909 N Bompart AvenueWebster Groves, MO 63119

(314) 409-2657

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

92nd percentile

66%

Higher net margin than 92% 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

90th percentile

117%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

78th percentile

59%

Faster revenue growth than 78% of similar nonprofits.

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

Assets

Up

$65,680

Up $35,410 (+117%) from 2020

Net Assets

Up

$65,680

Up $35,410 (+117%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$54,013

Up $20,010 (+59%) from 2020

Expenses

Down

$18,603

Down $28,663 (-61%) from 2020

Net Income

Up

$35,410

Up $48,673 (+367%) from 2020

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $26,597Liabilities 2011: $02011Assets 2012: $39,214Liabilities 2012: $02012Assets 2013: $44,865Liabilities 2013: $02013Assets 2014: $21,840Liabilities 2014: $02014Assets 2015: $28,335Liabilities 2015: $02015Assets 2016: $21,850Liabilities 2016: $0Net Assets 2016: $21,8502016Assets 2017: $43,317Liabilities 2017: $02017Assets 2018: $20,981Liabilities 2018: $0Net Assets 2018: $20,9812018Assets 2019: $43,533Liabilities 2019: $0Net Assets 2019: $43,5332019Assets 2020: $30,270Liabilities 2020: $0Net Assets 2020: $30,2702020Assets 2021: $65,680Liabilities 2021: $0Net Assets 2021: $65,6802021Assets 2022: $50,177Net Assets 2022: $50,1772022Assets 2023: $69,217Net Assets 2023: $69,2172023Assets 2024: $33,999Net Assets 2024: $33,9992024Assets 2025: $58,318Net Assets 2025: $58,3182025

Highlighted filing

2021

Assets$65,680
Liabilities$0
Net Assets$65,680

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $38,396Expenses 2011: $31,850Net Income 2011: $6,5462011Revenue 2012: $35,212Expenses 2012: $22,595Net Income 2012: $12,6172012Revenue 2013: $39,539Expenses 2013: $33,888Net Income 2013: $5,6512013Revenue 2014: $104,135Expenses 2014: $96,547Net Income 2014: $7,5882014Revenue 2015: $83,544Expenses 2015: $77,049Net Income 2015: $6,4952015Revenue 2016: $84,167Expenses 2016: $90,652Net Income 2016: -$6,4852016Revenue 2017: $50,201Expenses 2017: $28,734Net Income 2017: $21,4672017Revenue 2018: $62,317Expenses 2018: $84,653Net Income 2018: -$22,3362018Revenue 2019: $73,423Expenses 2019: $50,871Net Income 2019: $22,5522019Revenue 2020: $34,003Expenses 2020: $47,266Net Income 2020: -$13,2632020Revenue 2021: $54,013Expenses 2021: $18,603Net Income 2021: $35,4102021Revenue 2022: $7,452Expenses 2022: $22,955Net Income 2022: -$15,5032022Revenue 2023: $58,201Expenses 2023: $39,161Net Income 2023: $19,0402023Revenue 2024: $71,905Expenses 2024: $107,123Net Income 2024: -$35,2182024Revenue 2025: $55,013Expenses 2025: $30,694Net Income 2025: $24,3192025

Highlighted filing

2021

Revenue$54,013
Expenses$18,603
Net Income$35,410
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 7, 2022
Return Version
2020v4.2
Gross Receipts
$54,013
Mission and Program Overview

Mission

Parent-Teacher organizaton to support Avery Elementary School. PTO raises money from various fundraising events as well as acceptance of donations from the community. The funds are used to provide support for the school, the teachers and most importantly the students of Avery Elementary.

Program Services

DescriptionGrantsExpenses
Provide support for Avery Elementary school, including teacher appreciation, transportation for field trips, picnic for students and families, updates to playground, support for 5th graders to attend Camp Wyman, equity intiatives and other specific school needs.$12,473$0
Direct investment to classrooms for teacher specific needs, educational grants and other direct student needs.$6,000$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heidi BolzeniusPresidentPT$0--
Ingrid DeetzVice-PresidentPT$0--
Erica MorrisonSecretaryPT$0--
Michael McNerneyTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Trivia Auction$44,666$29,666-$29,666
Total Events$44,666$29,666-$29,666
Filing and Contact Details

Filer

Filer Name
Avery School PTO
EIN
43-1170009
Phone
3144092657
Address
909 N Bompart Avenue, Webster Groves, MO 63119

Signing Officer

Name
Michael McNerney
Title
Treasurer
Phone
3148494999
Signed
2022-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Schowalter & Jabouri PC
Address
12250 Weber Hill Road Suite 315, St Louis, MO 63127-1805
Preparer
Michael P McNerney CPA
Phone
3148494999
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Bank Service Charges. Amount: 130.

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Michael McNerney
IRS990EZ/BooksInCareOfDetail/PhoneNum03144092657
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0909 N Bompart Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Webster Groves
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030270
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065680
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt024347
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt035410
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030270
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065680
IRS990EZ/FundraisingGrossIncomeAmt029666
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018473
IRS990EZ/GrossReceiptsAmt054013
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030270
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065680
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030270
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065680
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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/PersonNm0Heidi Bolzenius
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ingrid Deetz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Erica Morrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michael McNerney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0130
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Parent-Teacher organizaton to support Avery Elementary School. PTO raises money from various fundraising events as well as acceptance of donations from the community. The funds are used to provide support for the school, the teachers and most importantly the students of Avery Elementary.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Direct investment to classrooms for teacher specific needs, educational grants and other direct student needs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide support for Avery Elementary school, including teacher appreciation, transportation for field trips, picnic for students and families, updates to playground, support for 5th graders to attend Camp Wyman, equity intiatives and other specific school needs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112473
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsNetIncomeLossAmt029666
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018603
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt054013
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.averypto.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024347
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021118
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012872
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026557
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt097751
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0174179
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt097751
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024347
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021118
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012872
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026557
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012857
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt097751
IRS990ScheduleA/TotalSupportAmt097751
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Trivia Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029666
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029666
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Bank Service Charges. Amount: 130.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael McNerney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03148494999
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Avery School PTO
ReturnHeader/Filer/BusinessNameControlTxt0AVER
ReturnHeader/Filer/EIN0431170009
ReturnHeader/Filer/PhoneNum03144092657
ReturnHeader/Filer/USAddress/AddressLine1Txt0909 N Bompart Avenue
ReturnHeader/Filer/USAddress/CityNm0Webster Groves
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431188822
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schowalter & Jabouri PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012250 Weber Hill Road Suite 315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0St Louis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0631271805
ReturnHeader/PreparerPersonGrp/PhoneNum03148494999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael P McNerney CPA
ReturnHeader/ReturnTs02022-07-07T14:51:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Michael
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McNerney
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.55$0.31$0.24
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.72$1.07$0.35
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.58$0.39$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.07$0.23$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.54$0.19$0.35
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.34$0.47$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.73$0.51$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.62$0.85$0.22
2017Summary only. Only limited summary data is available for this year.$0.43$0.00$0.50$0.29$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.84$0.91$0.06
2015Summary only. Only limited summary data is available for this year.$0.28$0.00$0.84$0.77$0.06
2014Summary only. Only limited summary data is available for this year.$0.22$0.00$1.04$0.97$0.08
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$0.40$0.34$0.06
2012Summary only. Only limited summary data is available for this year.$0.39$0.00$0.35$0.23$0.13
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.38$0.32$0.07