Civic Intelligence

Muir Elementary PTO

990EZ • Fiscal year 2023 • EIN 45-5112830

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 14, 2023

2275 South Davis BoulevardBountiful, UT 84010

(801) 402-1550

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

38th percentile

-2.1%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

40th percentile

-4.0%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$23,878

Down $1,005 (-4.0%) from 2022

Net Assets

Down

$23,878

Down $1,005 (-4.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$47,205

Up $4,636 (+11%) from 2022

Expenses

Down

$48,210

Down $198 (-0.4%) from 2022

Net Income

Up

-$1,005

Up $4,834 (+83%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2019: $19,344Liabilities 2019: $02019Assets 2020: $21,196Liabilities 2020: $0Net Assets 2020: $21,1962020Assets 2021: $28,940Liabilities 2021: $0Net Assets 2021: $28,9402021Assets 2022: $24,883Liabilities 2022: $0Net Assets 2022: $24,8832022Assets 2023: $23,878Liabilities 2023: $0Net Assets 2023: $23,8782023Assets 2024: $38,240Liabilities 2024: $0Net Assets 2024: $38,2402024Assets 2025: $43,629Net Assets 2025: $43,6292025

Highlighted filing

2023

Assets$23,878
Liabilities$0
Net Assets$23,878

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2019: $41,726Expenses 2019: $42,276Net Income 2019: -$5502019Revenue 2020: $43,772Expenses 2020: $42,811Net Income 2020: $9612020Revenue 2021: $46,302Expenses 2021: $38,963Net Income 2021: $7,3392021Revenue 2022: $42,569Expenses 2022: $48,408Net Income 2022: -$5,8392022Revenue 2023: $47,205Expenses 2023: $48,210Net Income 2023: -$1,0052023Revenue 2024: $65,453Expenses 2024: $52,823Net Income 2024: $12,6302024Revenue 2025: $63,494Expenses 2025: $58,751Net Income 2025: $4,7432025

Highlighted filing

2023

Revenue$47,205
Expenses$48,210
Net Income-$1,005
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 14, 2023
Return Version
2022v5.0
Gross Receipts
$92,925
Mission and Program Overview

Mission

To enrich the educational experience of students at muir elementary

Program Services

DescriptionGrantsExpenses
Muir Elementary Classroom Support - Muir Elementary PTO provided money for each of 32 classroom teachers. This allows the teacher topurchase educational materials, recognition awards, technology, supplies and other materials to enrich the education experience for Muir's 750 students.--
Muir Elementary Field Trips - Muir Elementary PTO provided approx $13 per student for our 750 students for grade level field trips that enhanceand support each grade's curriculum--
Muir Elementary School Musical-Muir Elementary provided $1,200 for material and supplies for a musical review.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYNN STEWARTPresidentPT$0--
TIFFANY JOHNSONSecretary-$0--
TARA NORBETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Laps for Lions Walk-a-thon / Tshirt Sale$61,612$61,612$15,696$45,916
School Musical$27,220$27,220$23,771$3,449
Total Events$88,832$88,832$39,467$49,365
Filing and Contact Details

Filer

Filer Name
Muir Elementary Pto
EIN
45-5112830
Phone
8014021550
Address
2275 SOUTH DAVIS BOULEVARD, BOUNTIFUL, UT 84010

Signing Officer

Name
Tara Norbe
Title
Treasurer
Signed
2023-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Bement & Company
Address
380 N 200 W Ste 112, Bountiful, UT 84010
Preparer
Brent J Bement
Phone
8019361900
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: TEACHER GRANTS/REIMBURSEMENTS | Donee's Address: 2275 S DAVIS BLVD BOUNTIFUL UT 84010 | Cash Amount Given: $28620

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: MUIR ELEMENTARY STUDENT FIELD TRIPS | Cash Amount Given: $10000

Grants and Similar Amounts Paid In Excess of $5,000.3

| Donee's Name: MUIR ELEMENTARY EQUIPMENT & SUPPLIES | Cash Amount Given: $7072

Other Expenses.1002

Office Expenses $3050

Other Expenses.1012

Insurance $210

Other Expenses.1

Teacher allocation $14631

Other Expenses.2

FIELD TRIPS $10000

Other Expenses.3

TEACHER GRANTS $9723

Other Expenses.4

BOOK BATTLES $1359

Other Expenses.5

ZEN DEN $1000

Other Expenses.6

JR ACHIEVEMENT $853

Other Expenses.7

MUSIC/FINE ARTS $800

Other Expenses.8

EMERGENCY FOOD $652

Other Expenses.9

TEACHER LUNCHEON $651

Other Expenses.10

6TH GRADE PROMOTION $641

Other Expenses.11

RED RIBBON WEEK $634

Other Expenses.12

PRINCIPAL NEEDS $630

Other Expenses.13

SEM $598

Other Expenses.14

SEP DINNER $554

Other Expenses.15

SPECIAL ED $550

Other Expenses.16

ART START $540

Other Expenses.17

FIELD DAY $522

Other Expenses.18

PE $500

Other Expenses.19

READING WEEK $402

Other Expenses.20

RENDEZVOUS $342

Other Expenses.21

GALA BASKET $239

Other Expenses.22

SPELLING BEE $174

Other Expenses.23

PTO SUPPLIES $135

Other Expenses.24

STUDENT SPOTLIGHT $37

Other Expenses.25

ANNUAL REPORT $10

Other Expenses.26

Expenditures/grants reporting $-47344

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: TEACHER GRANTS/REIMBURSEMENTS | Donee's Address: 2275 S DAVIS BLVD BOUNTIFUL UT 84010 | Cash Amount Given: $28620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: MUIR ELEMENTARY STUDENT FIELD TRIPS | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: MUIR ELEMENTARY EQUIPMENT & SUPPLIES | Cash Amount Given: $7072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $3050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER ALLOCATION $14631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FIELD TRIPS $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TEACHER GRANTS $9723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOOK BATTLES $1359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ZEN DEN $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10JR ACHIEVEMENT $853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MUSIC/FINE ARTS $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12EMERGENCY FOOD $652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TEACHER LUNCHEON $651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt146TH GRADE PROMOTION $641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15RED RIBBON WEEK $634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PRINCIPAL NEEDS $630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17SEM $598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18SEP DINNER $554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19SPECIAL ED $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20ART START $540
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22PE $500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24RENDEZVOUS $342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25GALA BASKET $239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26SPELLING BEE $174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27PTO SUPPLIES $135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28STUDENT SPOTLIGHT $37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29ANNUAL REPORT $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30EXPENDITURES/GRANTS REPORTING $-47344
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
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ReturnHeader/PreparerPersonGrp/PhoneNum08019361900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT J BEMENT
ReturnHeader/ReturnTs02023-09-14T11:57:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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