Civic Intelligence

South Summit Elementary School PTO

990EZ • Fiscal year 2016 • EIN 45-0493426

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

Organization Profile
555 East 300 SouthKamas, UT 84036

(435) 659-7319

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

59th percentile

7.0%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

56th percentile

5.2%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-5.9%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$24,313

Up $1,201 (+5.2%) from 2015

Net Assets

Up

$24,313

Up $1,201 (+5.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin59th percentile

Revenue

Down

$17,093

Down $1,068 (-5.9%) from 2015

Expenses

Up

$15,892

Up $1,900 (+14%) from 2015

Net Income

Down

$1,201

Down $2,968 (-71%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$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

2016

Assets$24,313
Liabilities$0
Net Assets$24,313
Open 2016 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$17,093
Expenses$15,892
Net Income$1,201
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$45,694
Mission and Program Overview

Mission

Elementary School PTO

Program Services

DescriptionGrantsExpenses
Elementary School Education Programs--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tera AmesPresidentPT$0--
Stacy MaxfieldVice PresidentPT$0--
Laura EllisSecretaryPT$0--
JoHanna WellerTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Candy Bar$25,199$25,199$14,165$11,034
Book Fair$11,142$11,142$10,399$743
Total Events$44,833$44,833$28,601$16,232
Filing and Contact Details

Filer

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

Signing Officer

Name
JoHanna Weller
Title
Treasurer
Phone
4356597319
Signed
2017-02-14
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBank Fee 10Other Fund Raising Exp 979Office expense 190”

Raw XML Appendix161 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/PersonNm0JoHanna Weller
IRS990EZ/BooksInCareOfDetail/PhoneNum04356597319
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03024 N 900 E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kamas
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023112
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0841
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt024313
IRS990EZ/FundraisingGrossIncomeAmt044833
IRS990EZ/GrossReceiptsAmt045694
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tera Ames
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stacy Maxfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Laura Ellis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JoHanna Weller
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/OtherExpensesTotalAmt01179
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Elementary School PTO
IRS990EZ/PrintingPublicationsPostageAmt0149
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Elementary School Education Programs
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028601
IRS990EZ/SpecialEventsNetIncomeLossAmt016232
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015892
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt017093
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0281
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014676
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt044676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036616
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt019950
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0182175
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0207477
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044957
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051961
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045455
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt027753
IRS990ScheduleA/Total509Grp/TotalAmt0207477
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044957
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt027753
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0207477
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028601
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Candy Bar
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025199
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011142
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08492
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010399
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank Fee 10Other Fund Raising Exp 979Office expense 190
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JoHanna Weller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04356597319
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0South Summit Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0450493426
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 East 300 South
ReturnHeader/Filer/USAddress/CityNm0Kamas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084036
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/PreparationDt02017-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian G Blazzard CPA
ReturnHeader/ReturnTs02017-02-14T11:48:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,313
Liabilities
$0
Net assets
$24,313
Revenue
$17,093
Expenses
$15,892
Net income
$1,201
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