Civic Intelligence

South Summit Elementary School PTO

EIN 45-0493426 • 501(c)3 • Kamas, UT

Profile

Elementary School PTO

535 East 300 SouthKamas, UT 84036
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 2019

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

41st percentile

-2.0%

Higher net margin than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

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 2019

Asset Growth

51st percentile

-1.2%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$29,003

Down $339 (-1.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$29,003

Down $339 (-1.2%) from 2018

Operations
Liabilities / Revenue62nd percentileNet Margin41st percentile

Revenue

Up

$17,126

Up $2,468 (+17%) from 2018

Expenses

Up

$17,465

Up $5,602 (+47%) from 2018

Net Income

Down

-$339

Down $3,134 (-112%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$30K$20K$10K$0Assets 2011: $8,722Liabilities 2011: $02011Assets 2012: $9,452Liabilities 2012: $02012Assets 2013: $17,473Liabilities 2013: $02013Assets 2014: $18,943Liabilities 2014: $0Net Assets 2014: $18,9432014Assets 2015: $23,112Liabilities 2015: $0Net Assets 2015: $23,1122015Assets 2016: $24,313Liabilities 2016: $0Net Assets 2016: $24,3132016Assets 2017: $26,547Liabilities 2017: $0Net Assets 2017: $26,5472017Assets 2018: $29,342Liabilities 2018: $0Net Assets 2018: $29,3422018Assets 2019: $29,003Liabilities 2019: $0Net Assets 2019: $29,0032019

Highlighted filing

2019

Assets$29,003
Liabilities$0
Net Assets$29,003
Open 2019 Filing

Operations Trend

Revenue Growth70th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $16,042Expenses 2011: $15,622Net Income 2011: $4202011Revenue 2012: $9,989Expenses 2012: $8,884Net Income 2012: $1,1052012Revenue 2013: $19,948Expenses 2013: $11,922Net Income 2013: $8,0262013Revenue 2014: $12,785Expenses 2014: $11,315Net Income 2014: $1,4702014Revenue 2015: $18,161Expenses 2015: $13,992Net Income 2015: $4,1692015Revenue 2016: $17,093Expenses 2016: $15,892Net Income 2016: $1,2012016Revenue 2017: $20,698Expenses 2017: $18,464Net Income 2017: $2,2342017Revenue 2018: $14,658Expenses 2018: $11,863Net Income 2018: $2,7952018Revenue 2019: $17,126Expenses 2019: $17,465Net Income 2019: -$3392019

Highlighted filing

2019

Revenue$17,126
Expenses$17,465
Net Income-$339
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,003
Liabilities
$0
Net assets
$29,003
Revenue
$17,126
Expenses
$17,465
Net income
-$339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$17.1$17.5$0.34
2018Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$14.7$11.9$2.80
2017Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$20.7$18.5$2.23
2016Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$17.1$15.9$1.20
2015Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$18.2$14.0$4.17
2014Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$12.8$11.3$1.47
2013Summary only. Only limited summary data is available for this year.$17.5$0.00$19.9$11.9$8.03
2012Summary only. Only limited summary data is available for this year.$9.45$0.00$9.99$8.88$1.11
2011Summary only. Only limited summary data is available for this year.$8.72$0.00$16.0$15.6$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 12, 2019
Return Version
2018v3.1
Gross Receipts
$34,083
Mission and Program Overview

Mission

Elementary School PTO

Program Services

DescriptionGrantsExpenses
Elementary School Education Programs--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lyndi MarchantPresidentPT$0--
Stacy OstmanVice PresidentPT$0--
Emily FroerSecretaryPT$0--
Myndi WoolstenhulmeTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Candy Bars$20,806$20,806$11,825$8,981
Book Fair$6,444$6,444$4,490$1,954
Total Events$34,059$34,059$16,958$17,101
Filing and Contact Details

Filer

Filer Name
South Summit Elementary School PTO
EIN
45-0493426
Address
535 East 300 South, Kamas, UT 84036

Signing Officer

Name
Lyndi Marchant
Title
President
Phone
4356597319
Signed
2019-12-12
Discuss with paid preparer
No

Preparer

Firm
Brian Blazzard CPA PC
Address
PO Box 61, Kamas, UT 84036
Preparer
Brian Blazzard
Phone
8015203690
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Public Elementary Education Grantee South Summit Elementary School Street 535 E 300 S City, State, Zip Kamas, UT 84036Relationship Public School Amount 8,416”

Description of other expenses Part I line 16

“Description AmountBank Fee 47”

Raw XML Appendix169 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/BenefitsPaidToOrForMembersAmt08632
IRS990EZ/BooksInCareOfDetail/PersonNm0Myndi Woolstenhulme
IRS990EZ/BooksInCareOfDetail/PhoneNum04356597319
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0535 East 300 South
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kamas
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029342
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029003
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-339
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0370
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029342
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029003
IRS990EZ/FundraisingGrossIncomeAmt034059
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08416
IRS990EZ/GrossReceiptsAmt034083
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029342
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029003
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029342
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029003
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
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/PersonNm0Lyndi Marchant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stacy Ostman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Emily Froer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Myndi Woolstenhulme
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt047
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Elementary School PTO
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Elementary School Education Programs
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016957
IRS990EZ/SpecialEventsNetIncomeLossAmt017102
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017465
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt017126
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0281
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013618
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038469
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042474
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt044676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0175773
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt034060
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt034060
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0223451
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049725
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044957
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051961
IRS990ScheduleA/Total509Grp/TotalAmt0223451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051961
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0223451
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016958
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Candy Bars
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034059
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034059
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017101
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0643
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016958
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011825
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04490
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Public Elementary Education Grantee South Summit Elementary School Street 535 E 300 S City, State, Zip Kamas, UT 84036Relationship Public School Amount 8,416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Fee 47
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Lyndi Marchant
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04356597319
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0South Summit Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0450493426
ReturnHeader/Filer/USAddress/AddressLine1Txt0535 East 300 South
ReturnHeader/Filer/USAddress/CityNm0Kamas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084036
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A3E8631D57C582A5A7436923A253C60733E560EF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A3E8631D57C582A5A7436923A253C60733E560EF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08744222020024bsczn33
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-01-24
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.205.219.232
ReturnHeader/FilingSecurityInformation/IPDt02020-01-24
ReturnHeader/FilingSecurityInformation/IPTm012:37:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454037542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brian Blazzard CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 61
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kamas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084036
ReturnHeader/PreparerPersonGrp/PhoneNum08015203690
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian Blazzard
ReturnHeader/ReturnTs02020-01-24T12:36:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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