Civic Intelligence

Muir Elementary PTO

990EZ • Fiscal year 2024 • EIN 45-5112830

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 16, 2024

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

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

73rd percentile

19%

Higher net margin than 73% 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

87th percentile

60%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

79th percentile

39%

Faster revenue growth than 79% of similar nonprofits.

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

Assets

Up

$38,240

Up $14,362 (+60%) from 2023

Net Assets

Up

$38,240

Up $14,362 (+60%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$65,453

Up $18,248 (+39%) from 2023

Expenses

Up

$52,823

Up $4,613 (+9.6%) from 2023

Net Income

Up

$12,630

Up $13,635 (+1357%) from 2023

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

2024

Assets$38,240
Liabilities$0
Net Assets$38,240

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

2024

Revenue$65,453
Expenses$52,823
Net Income$12,630
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 16, 2024
Return Version
2023v5.1
Gross Receipts
$96,475
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 29 classroom teachers. This allows the teacher topurchase educational materials, recognition awards, technology, supplies and other materials to enrich the education experience for Muir's 700 students.--
Muir Elementary Field Trips - Muir Elementary PTO provided approx $21 per student for our 700 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
LINDSEY BAILEYPresidentPT$0--
SARA CLEGGSecretary-$0--
KATHRYN ANDERSONTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Laps for Lions Walk-a-thon / Tshirt Sale$71,052$71,052$18,033$53,019
School Play$23,674$23,674-$23,674
Total Events$94,726$94,726$20,696$74,030
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
Kathryn Anderson
Title
Treasurer
Signed
2024-09-16
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: $24148

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

| Donee's Name: MUIR ELEMENTARY STUDENT FIELD TRIPS | Cash Amount Given: $15000

Other Expenses.1012

Insurance $210

Other Expenses.1

Teacher appreciation $2979

Other Expenses.2

BOOK BATTLES $1158

Other Expenses.3

ART START $885

Other Expenses.4

SEP DINNER $740

Other Expenses.5

RED RIBBON WEEK $702

Other Expenses.6

JR ACHIEVEMENT $688

Other Expenses.7

TEACHER LUNCHEON $549

Other Expenses.8

SPELLING BEE $474

Other Expenses.9

READING WEEK $379

Other Expenses.10

FIELD DAY $376

Other Expenses.11

RENDEZVOUS $350

Other Expenses.12

6TH GRADE PROMOTION $316

Other Expenses.13

GALA BASKET $260

Other Expenses.14

OTHER $236

Other Expenses.15

PTO SUPPLIES $194

Other Expenses.16

MATURATION $77

Raw XML Appendix187 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: TEACHER GRANTS/REIMBURSEMENTS | Donee's Address: 2275 S DAVIS BLVD BOUNTIFUL UT 84010 | Cash Amount Given: $24148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: MUIR ELEMENTARY STUDENT FIELD TRIPS | Cash Amount Given: $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER APPRECIATION $2979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOK BATTLES $1158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ART START $885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SEP DINNER $740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RED RIBBON WEEK $702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8JR ACHIEVEMENT $688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TEACHER LUNCHEON $549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SPELLING BEE $474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11READING WEEK $379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FIELD DAY $376
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt146TH GRADE PROMOTION $316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15GALA BASKET $260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16OTHER $236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PTO SUPPLIES $194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18MATURATION $77
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MUIR ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0MUIR
ReturnHeader/Filer/EIN0455112830
ReturnHeader/Filer/PhoneNum08014021550
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ReturnHeader/Filer/USAddress/CityNm0BOUNTIFUL
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0380 N 200 W Ste 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bountiful
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084010
ReturnHeader/PreparerPersonGrp/PhoneNum08019361900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT J BEMENT
ReturnHeader/ReturnTs02024-09-16T09:36:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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