Civic Intelligence

Phoenix Magnet Elementary PTO

990EZ • Fiscal year 2021 • EIN 46-1121294

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

4500 Lincoln RoadAlexandria, LA 71303

(318) 664-3787

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

49th percentile

7.7%

Higher net margin than 49% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

50th percentile

5.4%

Faster asset growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-45%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$28,652

Up $1,472 (+5.4%) from 2020

Net Assets

Up

$28,652

Up $1,472 (+5.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$19,039

Down $15,320 (-45%) from 2020

Expenses

Down

$17,567

Down $8,475 (-33%) from 2020

Net Income

Down

$1,472

Down $6,845 (-82%) from 2020

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2017: $23,688Liabilities 2017: $02017Assets 2018: $26,012Liabilities 2018: $02018Assets 2019: $18,863Liabilities 2019: $0Net Assets 2019: $18,8632019Assets 2020: $27,180Liabilities 2020: $0Net Assets 2020: $27,1802020Assets 2021: $28,652Liabilities 2021: $0Net Assets 2021: $28,6522021Assets 2022: $18,197Liabilities 2022: $0Net Assets 2022: $18,1972022Assets 2023: $16,855Liabilities 2023: $0Net Assets 2023: $16,8552023Assets 2024: $9,851Liabilities 2024: $0Net Assets 2024: $9,8512024Assets 2025: $10,713Liabilities 2025: $0Net Assets 2025: $10,7132025

Highlighted filing

2021

Assets$28,652
Liabilities$0
Net Assets$28,652

Operations Trend

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

$100K$50K$0-$50KRevenue 2017: $68,330Expenses 2017: $73,398Net Income 2017: -$5,0682017Revenue 2018: $34,040Expenses 2018: $31,716Net Income 2018: $2,3242018Revenue 2019: $78,865Expenses 2019: $86,014Net Income 2019: -$7,1492019Revenue 2020: $34,359Expenses 2020: $26,042Net Income 2020: $8,3172020Revenue 2021: $19,039Expenses 2021: $17,567Net Income 2021: $1,4722021Revenue 2022: $17,199Expenses 2022: $27,654Net Income 2022: -$10,4552022Revenue 2023: $26,552Expenses 2023: $27,894Net Income 2023: -$1,3422023Revenue 2024: $515Expenses 2024: $7,519Net Income 2024: -$7,0042024Revenue 2025: $7,202Expenses 2025: $6,340Net Income 2025: $8622025

Highlighted filing

2021

Revenue$19,039
Expenses$17,567
Net Income$1,472
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.0
Gross Receipts
$23,233
Mission and Program Overview

Mission

Phoenix Magnet Elementary PTO is formed as a non-profit organization to support Phoenix Magnet Elementary School, Alexandria, LA (a public elementary school) through the following: a.Promote and support the academic and athletic programs of Phoenix Magnet Elementary School and the welfare of its students. b.Provide volunteers to assist Phoenix Magnet Elementary School staff with curricular activities and events. c.Develop between educators and the general public a united effort that will secure for every student at Phoenix Magnet Elementary the highest advantages in physical, mental and social education.

Program Services

DescriptionGrantsExpenses
Sponsorship of school functions, supplying equipment and supplies needed to school and staff in order to promote and support the academic and athletic programs of Phoenix Magnet and to assist in the development of a united effort between the educators, students, parents and general public as a whole.$14,829-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICIA CROOMPresident-$0--
MANDY SMALLWOODBoard Member-$0--
JENNIFER MONTALVOTreasurer-$0--
MEGAN STRAINBoard Member-$0--
SARAH KATE RAMSEYBoard Member-$0--
MOLLY TOWNSENDBoard Member-$0--
ALISSA SANDERSPresident-$0--
SHEENA HUTCHINSONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Free Dress/jean Day$14,064$14,064-$14,064
Total Events$14,064$14,064-$14,064
Filing and Contact Details

Filer

Filer Name
Phoenix Magnet Elementary Pto
EIN
46-1121294
Address
4500 LINCOLN ROAD, ALEXANDRIA, LA 71303

Signing Officer

Name
Jennifer Montalvo
Title
Treasurer
Signed
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Rozier Mckay & Willis Cpas
Address
1407 PETERMAN DR, ALEXANDRIA, LA 71301
Preparer
Steven Mckay
Phone
3184421608
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $600

Other Expenses.1012

Insurance $595

Other Expenses.1

Teacher/school supplies $7008

Other Expenses.2

Teacher classroom stipend $3300

Other Expenses.3

END OF YEAR AWARDS $1879

Other Expenses.4

New enrollment application $1640

Other Expenses.5

Teacher appreciation gifts $1002

Other Expenses.6

IT SERVICES $585

Other Expenses.7

BANK CHARGES $70

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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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IRS990EZ/ProgramServiceRevenueAmt0218
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER/SCHOOL SUPPLIES $7008
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ReturnHeader/TaxPeriodBeginDt02020-07-01
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