Civic Intelligence

Homer Elementary PTO Inc

990EZ • Fiscal year 2016 • EIN 46-0803314

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 03, 2016

Organization ProfileN/A
PO Box 185Homer, NY 13077

(315) 696-2599

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

86th percentile

33%

Higher net margin than 86% 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

93rd percentile

135%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$11,481

Up $10,593 (+1193%) from 2013

Net Assets

Up

$11,481

Up $10,593 (+1193%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Up

$34,521

Up $18,939 (+122%) from 2013

Expenses

Up

$23,040

Up $8,346 (+57%) from 2013

Net Income

Up

$11,481

Up $10,593 (+1193%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$30K$20K$10K$0Assets 2013: $888Net Assets 2013: $8882013Assets 2016: $11,481Net Assets 2016: $11,4812016Assets 2017: $28,034Net Assets 2017: $28,0342017Assets 2018: $21,038Net Assets 2018: $21,0382018Assets 2019: $26,672Net Assets 2019: $26,6722019Assets 2020: $27,079Net Assets 2020: $27,0792020

Highlighted filing

2016

Assets$11,481
Liabilities-
Net Assets$11,481
Open 2016 Filing

Operations Trend

Revenue Growth79th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2013: $15,582Expenses 2013: $14,694Net Income 2013: $8882013Revenue 2016: $34,521Expenses 2016: $23,040Net Income 2016: $11,4812016Revenue 2017: $53,125Expenses 2017: $49,776Net Income 2017: $3,3492017Revenue 2018: $55,094Expenses 2018: $62,090Net Income 2018: -$6,9962018Revenue 2019: $64,621Expenses 2019: $58,987Net Income 2019: $5,6342019Revenue 2020: $42,117Expenses 2020: $41,710Net Income 2020: $4072020

Highlighted filing

2016

Revenue$34,521
Expenses$23,040
Net Income$11,481
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 3, 2016
Return Version
2015v2.1
Gross Receipts
$34,521
Mission and Program Overview

Mission

To support the homer elementary school students and staff with funds for activities and scholarly endeavors which are not funded by the district itself.

To support the homer elementray school students and staff with funds for activities and scholarly endeavors that make a difference which are not funded by the district itself

Program Services

DescriptionGrantsExpenses
SUPPORT OF HOMER ELEMENTARY SCHOOL PROGRAMS-$23,040
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA BURTPresident-$0--
JULIE HOPKINSCo Treasurer-$0--
LINDSEY FIOREVice Preside-$0--
BARRY KERNERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Homer Elementary Pto Inc
EIN
46-0803314
Phone
3156962599
Address
PO BOX 185, HOMER, NY 13077

Signing Officer

Name
Barry Kerner
Title
Treasurer
Phone
3156962599
Signed
2016-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Rss Tax & Advisory LLC
Address
PO BOX 430, TULLY, NY 13159
Preparer
Matthew R Neuman CPA
Phone
3156968918
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Restituion from loss 12,133 total 12,133”

Form 990-ez, Part I, Line 16

“Expenses cogs & programs funded 23,040 total 23,040”

Form 990-ez, Part I, Line 20

“Financial loss - prior period adj -11,276”

Form 990-ez, Part III

“To support the homer elementray school students and staff with funds for activities and scholarly endeavors that make a difference which are not funded by the district itself”

Raw XML Appendix127 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BARRY KERNER
IRS990EZ/BooksInCareOfDetail/PhoneNum03156962599
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 185
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOMER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013077
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011276
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011481
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011481
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011276
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011481
IRS990EZ/GrossReceiptsAmt034521
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011276
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011481
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011276
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011481
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA BURT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE HOPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSEY FIORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARRY KERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-11276
IRS990EZ/OtherExpensesTotalAmt023040
IRS990EZ/OtherRevenueTotalAmt012133
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE HOMER ELEMENTRAY SCHOOL STUDENTS AND STAFF WITH FUNDS FOR ACTIVITIES AND SCHOLARLY ENDEAVORS THAT MAKE A DIFFERENCE WHICH ARE NOT FUNDED BY THE DISTRICT ITSELF
IRS990EZ/ProgramServiceRevenueAmt022388
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF HOMER ELEMENTARY SCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023040
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023040
IRS990EZ/TotalProgramServiceExpensesAmt023040
IRS990EZ/TotalRevenueAmt034521
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt044025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt031272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0112377
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012133
IRS990ScheduleA/OtherIncome170Grp/TotalAmt012133
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90260
IRS990ScheduleA/PublicSupportPY170Pct00.67650
IRS990ScheduleA/PublicSupportTotal170Amt0112377
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022387
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt044025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt031272
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014693
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0112377
IRS990ScheduleA/TotalSupportAmt0124510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RESTITUION FROM LOSS 12,133 TOTAL 12,133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES COGS & PROGRAMS FUNDED 23,040 TOTAL 23,040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL LOSS - PRIOR PERIOD ADJ -11,276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO SUPPORT THE HOMER ELEMENTRAY SCHOOL STUDENTS AND STAFF WITH FUNDS FOR ACTIVITIES AND SCHOLARLY ENDEAVORS THAT MAKE A DIFFERENCE WHICH ARE NOT FUNDED BY THE DISTRICT ITSELF
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY KERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03156962599
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOMER ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0HOME
ReturnHeader/Filer/EIN0460803314
ReturnHeader/Filer/PhoneNum03156962599
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0HOMER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013077
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274166483
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSS TAX & ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 430
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULLY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013159
ReturnHeader/PreparerPersonGrp/PhoneNum03156968918
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW R NEUMAN CPA
ReturnHeader/ReturnTs02016-11-07T07:49:19-06:00
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
$11,481
Liabilities
-
Net assets
$11,481
Revenue
$34,521
Expenses
$23,040
Net income
$11,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$27.1$27.1$42.1$41.7$0.41
2019Detailed filing. Detailed filing data is available for this year.$26.7$26.7$64.6$59.0$5.63
2018Detailed filing. Detailed filing data is available for this year.$21.0$21.0$55.1$62.1$7.00
2017Detailed filing. Detailed filing data is available for this year.$28.0$28.0$53.1$49.8$3.35
2016Detailed filing. Detailed filing data is available for this year.$11.5$11.5$34.5$23.0$11.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.89$15.6$14.7$0.89