Civic Intelligence

Palencia Elementary School PTO Inc

990EZ • Fiscal year 2015 • EIN 45-5493223

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 09, 2015

Organization ProfileN/A
355 Palencia Village DrSt Augustine, FL 32095

(904) 547-4010

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

96th percentile

269%

Faster asset growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$41,602

Up $30,313 (+269%) from 2014

Net Assets

Up

$41,602

Up $30,313 (+269%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin75th percentile

Revenue

Up

$191,811

Up $40,841 (+27%) from 2014

Expenses

Up

$156,563

Up $2,951 (+1.9%) from 2014

Net Income

Up

$35,248

Up $37,890 (+1434%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$300K$200K$100K$0Assets 2013: $10,988Liabilities 2013: $0Net Assets 2013: $10,9882013Assets 2014: $11,289Liabilities 2014: $0Net Assets 2014: $11,2892014Assets 2015: $41,602Liabilities 2015: $0Net Assets 2015: $41,6022015Assets 2016: $63,222Liabilities 2016: $0Net Assets 2016: $63,2222016Assets 2017: $59,804Liabilities 2017: $0Net Assets 2017: $59,8042017Assets 2018: $69,857Liabilities 2018: $0Net Assets 2018: $69,8572018Assets 2019: $115,939Liabilities 2019: $0Net Assets 2019: $115,9392019Assets 2020: $102,447Liabilities 2020: $0Net Assets 2020: $102,4472020Assets 2021: $178,061Liabilities 2021: $0Net Assets 2021: $178,0612021Assets 2022: $242,218Liabilities 2022: $0Net Assets 2022: $242,2182022Assets 2023: $225,142Liabilities 2023: $0Net Assets 2023: $225,1422023Assets 2024: $270,599Liabilities 2024: $0Net Assets 2024: $270,5992024

Highlighted filing

2015

Assets$41,602
Liabilities$0
Net Assets$41,602
Open 2015 Filing

Operations Trend

Revenue Growth77th percentile

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

$300K$200K$100K$0-$100KRevenue 2013: $134,313Expenses 2013: $123,325Net Income 2013: $10,9882013Revenue 2014: $150,970Expenses 2014: $153,612Net Income 2014: -$2,6422014Revenue 2015: $191,811Expenses 2015: $156,563Net Income 2015: $35,2482015Revenue 2016: $189,015Expenses 2016: $167,395Net Income 2016: $21,6202016Revenue 2017: $204,361Expenses 2017: $232,779Net Income 2017: -$28,4182017Revenue 2018: $173,098Expenses 2018: $163,045Net Income 2018: $10,0532018Revenue 2019: $194,617Expenses 2019: $148,535Net Income 2019: $46,0822019Revenue 2020: $143,039Expenses 2020: $156,531Net Income 2020: -$13,4922020Revenue 2021: $197,240Expenses 2021: $121,626Net Income 2021: $75,6142021Revenue 2022: $245,727Expenses 2022: $181,570Net Income 2022: $64,1572022Revenue 2023: $253,010Expenses 2023: $270,086Net Income 2023: -$17,0762023Revenue 2024: $187,787Expenses 2024: $142,330Net Income 2024: $45,4572024

Highlighted filing

2015

Revenue$191,811
Expenses$156,563
Net Income$35,248
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$191,811
Mission and Program Overview

Mission

To encourage and enhance educational experience for all students at Palencia Elementary School while strengthening and developing the relationships between the parents, school and community.

To inspire good character and a passion for lifelong learning in all students, creating educated and caring contributors to the world.

Program Services

DescriptionGrantsExpenses
THE PTO SPONSORED PROGRAMS THROUGHOUT THE SCHOOL YEAR FOR STUDENTS INCLUDING (1) UPDATING SCIENCE LAB (2)VARIOUS LEARNING ACTIVITIES.$0$128,216
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NECOLE NEALCo-PresidentPT$0--
CARRIE ANDERSONTreasurer-$0--
KATIE LAYDirector-$0--
TRACY LEWISDirector-$0--
NICOLE SAWYERDirector-$0--
LAUREL MADSONCo-PresidentPT$0--
JENNY C HAZEL ESQDirector-$0--
Filing and Contact Details

Filer

Filer Name
Palencia Elementary School Pto Inc
EIN
45-5493223
Phone
9045474010
Address
355 PALENCIA VILLAGE DR, ST AUGUSTINE, FL 32095

Signing Officer

Name
Laura Willard
Title
Treasurer
Phone
7168617202
Signed
2015-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Kresge Platt & Abare Pllc
Address
1200 PLANTATION ISLAND DR, ST AUGUSTINE, FL 32080
Preparer
William T Abare Iii CPA
Phone
9044600747
Supplemental Narrative

Additional Explanations

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

“Description: program expenses. Amount: 128,216. Description: fundraising. Amount: 26,572. Description: management and general. Amount: 1,775. Total to form 990-ez, line 16: 156,563.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: accumulated difference. Amount: -4,935.”

Raw XML Appendix165 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NECOLE NEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARRIE ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE LAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICOLE SAWYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAUREL MADSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNY C HAZEL ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-4935
IRS990EZ/OtherExpensesTotalAmt0156563
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO INSPIRE GOOD CHARACTER AND A PASSION FOR LIFELONG LEARNING IN ALL STUDENTS, CREATING EDUCATED AND CARING CONTRIBUTORS TO THE WORLD.
IRS990EZ/ProgramServiceRevenueAmt0149548
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0128216
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 128,216. DESCRIPTION: FUNDRAISING. AMOUNT: 26,572. DESCRIPTION: MANAGEMENT AND GENERAL. AMOUNT: 1,775. TOTAL TO FORM 990-EZ, LINE 16: 156,563.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCUMULATED DIFFERENCE. AMOUNT: -4,935.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA WILLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07168617202
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALENCIA ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0PALE
ReturnHeader/Filer/EIN0455493223
ReturnHeader/Filer/PhoneNum09045474010
ReturnHeader/Filer/USAddress/AddressLine1Txt0355 PALENCIA VILLAGE DR
ReturnHeader/Filer/USAddress/CityNm0ST AUGUSTINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032095
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320025877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRESGE PLATT & ABARE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 PLANTATION ISLAND DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST AUGUSTINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032080
ReturnHeader/PreparerPersonGrp/PhoneNum09044600747
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM T ABARE III CPA
ReturnHeader/ReturnTs02015-11-11T15:41:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,602
Liabilities
$0
Net assets
$41,602
Revenue
$191,811
Expenses
$156,563
Net income
$35,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$1.88$1.42$0.45
2023Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$2.53$2.70$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$2.46$1.82$0.64
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.97$1.22$0.76
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.43$1.57$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.95$1.49$0.46
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.73$1.63$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$2.04$2.33$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.89$1.67$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.92$1.57$0.35
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$1.51$1.54$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$1.34$1.23$0.11