Civic Intelligence

Homer Elementary PTO Inc

990EZ • Fiscal year 2019 • EIN 46-0803314

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 21, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

61st percentile

8.7%

Higher net margin than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$26,672

Up $5,634 (+27%) from 2018

Net Assets

Up

$26,672

Up $5,634 (+27%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$64,621

Up $9,527 (+17%) from 2018

Expenses

Down

$58,987

Down $3,103 (-5.0%) from 2018

Net Income

Up

$5,634

Up $12,630 (+181%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2019

Assets$26,672
Liabilities-
Net Assets$26,672
Open 2019 Filing

Operations Trend

Revenue Growth70th 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

2019

Revenue$64,621
Expenses$58,987
Net Income$5,634
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 21, 2019
Return Version
2018v3.1
Gross Receipts
$64,621
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-$58,987
SUPPORT OF HOMER ELEMENTARY SCHOOL PROGRAMS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON HOEPFINGERTreasurerPT$0--
JULIE HOPKINSPresidentPT$0--
JENN MYRTOVice PresidePT$0--
LEIGH MCDONALD RIZZOSecretaryPT$0--
RICHALLE CICIONIAuditorPT$0--
AMY KIDADirectorPT$0--
TAMMY SMALLDirectorPT$0--
STACEY DEANDirectorPT$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
Jon Hoepfinger
Title
Treasurer
Phone
3156962599
Signed
2019-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Rss Tax & Advisory LLC
Address
PO BOX 430, TULLY, NY 13159
Preparer
Matthew R Neuman
Phone
3156962599
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses cogs & programs funded 58,987 total 58,987”

Form 990-ez, Part I, Line 20

“Prior period adjustment - loss recovered 0”

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”

Form 990-ez, Part III, Line 31

“Support of homer elementary school programs”

Raw XML Appendix152 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/PersonNm0JON HOEPFINGER
IRS990EZ/BooksInCareOfDetail/PhoneNum03156962599
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 185
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOMER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013077
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021038
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026672
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05634
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt064621
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021038
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026672
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021038
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026672
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JON HOEPFINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE HOPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENN MYRTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEIGH MCDONALD RIZZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHALLE CICIONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMY KIDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TAMMY SMALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STACEY DEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt058987
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/ProgramServiceRevenueAmt064621
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF HOMER ELEMENTARY SCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT OF HOMER ELEMENTARY SCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058987
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058987
IRS990EZ/TotalProgramServiceExpensesAmt058987
IRS990EZ/TotalRevenueAmt064621
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 12,133
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt064621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt055094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt053125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt044025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0239252
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt012133
IRS990ScheduleA/OtherIncome170Grp/TotalAmt012133
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95170
IRS990ScheduleA/PublicSupportPY170Pct00.75660
IRS990ScheduleA/PublicSupportTotal170Amt0239252
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt064621
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt055094
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt053125
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022387
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt044025
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0239252
IRS990ScheduleA/TotalSupportAmt0251385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES COGS & PROGRAMS FUNDED 58,987 TOTAL 58,987
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT - LOSS RECOVERED 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO 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/ExplanationTxt3SUPPORT OF HOMER ELEMENTARY SCHOOL PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON HOEPFINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03156962599
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-21
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.45.200.130
ReturnHeader/FilingSecurityInformation/IPDt02019-10-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:11:12
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/PhoneNum03156962599
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW R NEUMAN
ReturnHeader/ReturnTs02019-10-21T15:11:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,672
Liabilities
-
Net assets
$26,672
Revenue
$64,621
Expenses
$58,987
Net income
$5,634
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