Liabilities / Assets
54th percentile
Tied with the lowest-debt nonprofits in its peer group.
Lone Mountain Elementary PTO
990EZ • Fiscal year 2016 • EIN 46-0478604
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
54th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
76th percentile
Higher net margin than 76% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
84th percentile
Faster asset growth than 84% of similar nonprofits.
Revenue Growth
78th percentile
Faster revenue growth than 78% of similar nonprofits.
Balance Sheet
Assets
Up$86,065
Up $26,918 (+46%) from 2015
Net Assets
$86,065
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Up$143,993
Up $31,093 (+28%) from 2015
Expenses
Up$117,076
Up $7,732 (+7.1%) from 2015
Net Income
Up$26,917
Up $23,361 (+657%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2015 to Jun 30, 2016
- Signed
- Nov 8, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $143,993
Mission and Program Overview
Mission
Support lone mountain elementary school
Provide support for educational purposes
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Other program services | - | $88,508 |
| CLASSROOM SUPPLIES | - | $18,551 |
| PROVIDES TEACHERS AIDE SUPPORT FOR CLASSROOMS | - | $10,017 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KIM GRACE | President | PT | $0 | - | - |
| HAYLEY ELLIS | Vice President | PT | $0 | - | - |
| ERIN DULEY | Secretary | PT | $0 | - | - |
| BRITNEY HORROCKS | Treasurer | PT | $0 | - | - |
| KERI ROBERTS | Communications Director | PT | $0 | - | - |
| ANDREA RICE | Volunteer Coordinator | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Lone Mountain Elementary Pto
- EIN
- 46-0478604
- Address
- PO BOX 426, Cave Creek, AZ 85327
Signing Officer
- Name
- Britney Horrocks
- Title
- Treasurer
- Phone
- 6023194199
- Signed
- 2016-11-08
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Executive Financial Services LLC
- Address
- 4557 E Coyote Wash Dr, Cave Creek, AZ 85331
- Preparer
- Julie A Duley
- Phone
- 6027038788
Supplemental Narrative
Additional Explanations
List of grants and similar amounts paid Part I line 10
“Activity AIDES Grantee LONE MOUNTAIN ELEMENTARY SCHOOL Street PO BOX 426 City, State, Zip Cave Creek, AZ 85327Relationship PTO Amount 10,017Activity LIBRARY AIDE Grantee LONE MOUTNAIN ELEMENTARY SCHOOL Street PO BOX 426 City, State, Zip Cave Creek, AZ 85331Relationship PTO Amount 8,415Activity MEDICAL TREATMENTS Grantee NATIONAL KIDNEY FOUNDATION Street 360 E CORONADO ROAD City, State, Zip Phoenix, AZ 85004Relationship NONE Amount 75”
Description of other expenses Part I line 16
“Description AmountBUSINESS 325FACILITIES AND EQUIPMENT 1,625OPERATIONS 288YEAR BOOK 3,996BOOHOO BREAKFAST 109CLASSROOM SUPPLIES 18,551BOOK FAIR 1,635BOOSTERTHON 19,695BUS TAGS 366CARNIVAL EXPENSE 10,322CASH BOX 100CASH BOX MOVIE NIGHT 120CHINESE TEACHER MEALS 25FDD 2,203GODADDY SERVICE FEE 110GROOVY 5K 2,207HARKINS 4,222KIDNEY WALK 232LIBRARY 9,349MAGIC NIGHT 1,700MINI MUSEUM 463MOVIE NIGHT SUPPLIES 341OKTOBERFEST 224PAYPAL SERVICE FEE 585RAPTOR 2,338RAPTOR SYSTEM 168RECYCLING 344SCHOOLKIDZ EDUKIT 1,407SMARTBOARDS 5,918SPIRIT WEAR 4,399SUPPLIES AND MATERIALS 1,516TEACHER APPRECIATION MEALS 1,700TEACHER GIFTS 953TILE EXPENSE 150MISC 250VALENTINES DAY 633”
Other program services Part III line 31
“See list of expenses on schedule o”
Raw XML Appendix154 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | BRITNEY HORROCKS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4804373000 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 426 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Cave Creek |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AZ |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 85327 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 59148 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 86065 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 10136 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 26917 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 59148 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 86065 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 18507 |
| IRS990EZ/GrossReceiptsAmt | 0 | 143993 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 3255 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 59148 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 86065 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 59148 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 86065 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KIM GRACE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | HAYLEY ELLIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ERIN DULEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BRITNEY HORROCKS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KERI ROBERTS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | ANDREA RICE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | COMMUNICATIONS DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VOLUNTEER COORDINATOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 98569 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROVIDE SUPPORT FOR EDUCATIONAL PURPOSES |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 130602 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDES TEACHERS AIDE SUPPORT FOR CLASSROOMS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | CLASSROOM SUPPLIES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Other program services |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 10017 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 18551 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 88508 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 117076 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 117076 |
| IRS990EZ/TotalRevenueAmt | 0 | 143993 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | true |
| IRS990EZ/TypeOfOrganizationOtherDesc | 0 | PTO |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 3255 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3980 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3620 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4282 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 11242 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 26379 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 26379 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 3255 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3980 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3620 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4282 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 11242 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 26379 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 26379 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Activity AIDES Grantee LONE MOUNTAIN ELEMENTARY SCHOOL Street PO BOX 426 City, State, Zip Cave Creek, AZ 85327Relationship PTO Amount 10,017Activity LIBRARY AIDE Grantee LONE MOUTNAIN ELEMENTARY SCHOOL Street PO BOX 426 City, State, Zip Cave Creek, AZ 85331Relationship PTO Amount 8,415Activity MEDICAL TREATMENTS Grantee NATIONAL KIDNEY FOUNDATION Street 360 E CORONADO ROAD City, State, Zip Phoenix, AZ 85004Relationship NONE Amount 75 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountBUSINESS 325FACILITIES AND EQUIPMENT 1,625OPERATIONS 288YEAR BOOK 3,996BOOHOO BREAKFAST 109CLASSROOM SUPPLIES 18,551BOOK FAIR 1,635BOOSTERTHON 19,695BUS TAGS 366CARNIVAL EXPENSE 10,322CASH BOX 100CASH BOX MOVIE NIGHT 120CHINESE TEACHER MEALS 25FDD 2,203GODADDY SERVICE FEE 110GROOVY 5K 2,207HARKINS 4,222KIDNEY WALK 232LIBRARY 9,349MAGIC NIGHT 1,700MINI MUSEUM 463MOVIE NIGHT SUPPLIES 341OKTOBERFEST 224PAYPAL SERVICE FEE 585RAPTOR 2,338RAPTOR SYSTEM 168RECYCLING 344SCHOOLKIDZ EDUKIT 1,407SMARTBOARDS 5,918SPIRIT WEAR 4,399SUPPLIES AND MATERIALS 1,516TEACHER APPRECIATION MEALS 1,700TEACHER GIFTS 953TILE EXPENSE 150MISC 250VALENTINES DAY 633 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | SEE LIST OF EXPENSES ON SCHEDULE O |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other program services Part III line 31 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRITNEY HORROCKS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6023194199 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-11-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LONE MOUNTAIN ELEMENTARY PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LONE |
| ReturnHeader/Filer/EIN | 0 | 460478604 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 426 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Cave Creek |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 85327 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 460545031 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Executive Financial Services LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4557 E Coyote Wash Dr |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Cave Creek |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 85331 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6027038788 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-11-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Julie A Duley |
| ReturnHeader/ReturnTs | 0 | 2016-11-08T12:18:04-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
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.
- Assets
- $86,065
- Liabilities
- $0
- Net assets
- $86,065
- Revenue
- $143,993
- Expenses
- $117,076
- Net income
- $26,917