Civic Intelligence

Avery School PTO

990EZ • Fiscal year 2024 • EIN 43-1170009

Aug 01, 2023 to Jul 31, 2024 • Filed on Feb 13, 2025

909 N Bompart AvenueWebster Groves, MO 63119

(314) 520-4117

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 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

10th percentile

-49%

Higher net margin than 10% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

11th percentile

-51%

Faster asset growth than 11% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

24%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$33,999

Down $35,218 (-51%) from 2023

Net Assets

Down

$33,999

Down $35,218 (-51%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$71,905

Up $13,704 (+24%) from 2023

Expenses

Up

$107,123

Up $67,962 (+174%) from 2023

Net Income

Down

-$35,218

Down $54,258 (-285%) from 2023

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

2024

Assets$33,999
Liabilities-
Net Assets$33,999

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

2024

Revenue$71,905
Expenses$107,123
Net Income-$35,218
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Feb 13, 2025
Return Version
2023v6.0
Gross Receipts
$83,817
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.

See SCH O

Program Services

DescriptionGrantsExpenses
Direct investment to classrooms for teacher specific needs, educational grants, and other direct student needs. This included a Maker Space room, field trips, and discretionary teacher grants$87,684-
See Schedule O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine NovalisPresidentPT$0--
Amy SandersVice-PresidentPT$0--
Anna KenneyVice-PresidentPT$0--
Christine ForbisSecretaryPT$0--
Robin UtzSecretaryPT$0--
Carolina OppyTreasurerPT$0--
Lisa PalandAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction/Trivia Night$44,348$44,348$4,646$39,702
Fall Festival$18,570$18,570$3,039$15,531
Total Events$71,617$71,617$7,955$63,662
Governance and Compliance

Governance Explanations

Form 990-EZ, Part VI, Section N/A, Line N/A

Information Regarding Personal Benefit Contracts The 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.

Filing and Contact Details

Filer

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

Signing Officer

Name
Carolina Oppy
Title
Treasurer current
Signed
2025-02-13
Discuss with paid preparer
No

Preparer

Firm
Brugere & Co CPA PC
Address
10016 Office Center Ave 102, St Louis, MO 63128
Preparer
M John Brugere
Phone
3147290034
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Teacher Grants, Grantee Various, Cash Grant 6,683, Relationship

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Field Trips, Grantee Various, Cash Grant 6,000, Relationship

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Special Projects, Grantee Various, Cash Grant 75,000, Relationship

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Fund-a-Teacher, Grantee Various, Cash Grant 7,800, Relationship

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

Supplies 291

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

Insurance 1,071

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

Miscellaneous 1,038

Form 990-EZ, Part III, Section N/A, Line N/A

Primary Exempt Purpose Parent-Teacher Organization 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.

Form 990-EZ, Part III, Section N/A, Line 29

Program Service Accomplishments Provide support for Avery Elementary School, including teacher appreciation, transportation for field trips, picnic for students and families, updates to playground and classrooms, support for special events for 5th graders, equity initiatives, and other specific school needs.

Form 990-EZ, Part I, Section N/A, Line N/A

n/a

Raw XML Appendix184 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christine Novalis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amy Sanders
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Anna Kenney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Christine Forbis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Robin Utz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Carolina Oppy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lisa Paland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Auditor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02400
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See SCH O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Direct investment to classrooms for teacher specific needs, educational grants, and other direct student needs. This included a Maker Space room, field trips, and discretionary teacher grants
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt087684
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Festival
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Teacher Grants, Grantee Various, Cash Grant 6,683, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Field Trips, Grantee Various, Cash Grant 6,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Special Projects, Grantee Various, Cash Grant 75,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Fund-a-Teacher, Grantee Various, Cash Grant 7,800, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies 291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 1,071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous 1,038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Primary Exempt Purpose Parent-Teacher Organization 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Program Service Accomplishments Provide support for Avery Elementary School, including teacher appreciation, transportation for field trips, picnic for students and families, updates to playground and classrooms, support for special events for 5th graders, equity initiatives, and other specific school needs.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Information Regarding Personal Benefit Contracts The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10n/a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part III, Section n/a, Line n/a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part III, Section n/a, Line 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part VI, Section n/a, Line n/a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Section n/a, Line n/a
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Carolina Oppy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer current
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Avery School PTO
ReturnHeader/Filer/BusinessNameControlTxt0AVER
ReturnHeader/Filer/EIN0431170009
ReturnHeader/Filer/USAddress/AddressLine1Txt0909 N Bompart Avenue
ReturnHeader/Filer/USAddress/CityNm0Webster Groves
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431624464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brugere & Co CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010016 Office Center Ave 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0St Louis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063128
ReturnHeader/PreparerPersonGrp/PhoneNum03147290034
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M John Brugere
ReturnHeader/ReturnTs02025-02-13T08:30:51-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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