Civic Intelligence

Breton Downs Elementary School Parent Teacher Organization

990EZ • Fiscal year 2017 • EIN 46-3070879

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 15, 2017

2500 Boston Street SEEast Grand Rapids, MI 49506

(919) 744-6868

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

59th percentile

7.7%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

-0.1%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$67,556

Up $4,814 (+7.7%) from 2016

Net Assets

Up

$67,556

Up $4,814 (+7.7%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$40,240

Down $32 (-0.1%) from 2016

Expenses

Down

$35,424

Down $11,741 (-25%) from 2016

Net Income

Up

$4,816

Up $11,709 (+170%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $56,006Net Assets 2014: $56,0062014Assets 2015: $69,635Net Assets 2015: $69,6352015Assets 2016: $62,742Net Assets 2016: $62,7422016Assets 2017: $67,556Net Assets 2017: $67,5562017Assets 2018: $72,455Net Assets 2018: $72,4552018Assets 2019: $71,728Net Assets 2019: $71,7282019Assets 2020: $87,062Net Assets 2020: $87,0622020Assets 2023: $50,551Net Assets 2023: $50,5512023Assets 2024: $55,481Net Assets 2024: $55,4812024

Highlighted filing

2017

Assets$67,556
Liabilities-
Net Assets$67,556

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $88,194Expenses 2014: $32,188Net Income 2014: $56,0062014Revenue 2015: $45,002Expenses 2015: $31,375Net Income 2015: $13,6272015Revenue 2016: $40,272Expenses 2016: $47,165Net Income 2016: -$6,8932016Revenue 2017: $40,240Expenses 2017: $35,424Net Income 2017: $4,8162017Revenue 2018: $40,497Expenses 2018: $35,598Net Income 2018: $4,8992018Revenue 2019: $41,470Expenses 2019: $42,197Net Income 2019: -$7272019Revenue 2020: $40,478Expenses 2020: $25,146Net Income 2020: $15,3322020Revenue 2023: $70,590Expenses 2023: $85,539Net Income 2023: -$14,9492023Revenue 2024: $59,936Expenses 2024: $55,006Net Income 2024: $4,9302024

Highlighted filing

2017

Revenue$40,240
Expenses$35,424
Net Income$4,816
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 15, 2017
Return Version
2016v3.0
Gross Receipts
$67,027
Mission and Program Overview

Mission

Education support and enrichment for the students of breton downs elementary school

Program Services

DescriptionGrantsExpenses
GRANTS MADE DIRECTLY TO OR AMOUNTS PAID ON BEHALF OF THE ELEMENTARY SCHOOL FOR GOODS AND SERVICES FOR THE GENERAL FUND, LIBRARY RESOURCES, SCHOOL LANDSCAPING AND PLAYGROUND ACTIVITY.$16,267$16,267
GRANTS MADE TO FUND GENERAL AND SPECIFIC SCHOOL PROGRAMS AND ACTIVITIES SUCH AS "SCIENCE ALIVE", FIELD TRIPS, CLASS ROOM PARTIES,AND CLASSROOM SUPPLIES.$15,321$15,321
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCY SHAIRCo-PresidentPT$0--
VENTA NORRISCo-Vice PresPT$0--
COURTNEY CINGLIECo-Vice PresPT$0--
ANNE PETRUZZICo-PresidentPT$0--
STEPHANIE HOEKSTRACorresp. SecPT$0--
SAMANTHA MELLISHTreasurerPT$0--
RACHAEL ANDERSONRecording SePT$0--
STACY FELLOWSAssistant TrPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Parent Night Ou$25,039$25,039$3,263$21,776
School Play$15,576$15,576$10,207$5,369
Total Events$65,169$65,169$26,787$38,382
Filing and Contact Details

Filer

Filer Name
Breton Downs Elementary School
EIN
46-3070879
Phone
9197446868
Address
2500 BOSTON STREET SE, EAST GRAND RAPIDS, MI 49506

Signing Officer

Name
Samantha Mellish
Title
Treasurer
Signed
2017-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Mathieu & Bowen LLC
Address
5025 PLAINFIELD AVENUE NE SUITE C1, GRAND RAPIDS, MI 49525
Preparer
David D Bowen CPA
Phone
6164479514
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Breton downs direct school aid elementary school amt paid 2500 boston street se 16,267 0 grand rapids, mi 49506 0 pd of behalf breton downs direct school aid elementary school amt paid 2500 boston street se 15,321 0 grand rapids, mi 49506 0 pd on behalf

Form 990-ez, Part I, Line 16

Expenses insurance 395 sales tax 970 staff appreciation/hospit 850 bank fees 12 miscellaneous 699 total 2,926

Form 990-ez, Part III

Education support and enrichment for the students of breton downs elementary school

Raw XML Appendix178 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0GRAND RAPIDS MI 49506
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GRAND RAPIDS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LUCY SHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SAMANTHA MELLISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RACHAEL ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STACY FELLOWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESP. SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ASSISTANT TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02926
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION SUPPORT AND ENRICHMENT FOR THE STUDENTS OF BRETON DOWNS ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS MADE DIRECTLY TO OR AMOUNTS PAID ON BEHALF OF THE ELEMENTARY SCHOOL FOR GOODS AND SERVICES FOR THE GENERAL FUND, LIBRARY RESOURCES, SCHOOL LANDSCAPING AND PLAYGROUND ACTIVITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS MADE TO FUND GENERAL AND SPECIFIC SCHOOL PROGRAMS AND ACTIVITIES SUCH AS "SCIENCE ALIVE", FIELD TRIPS, CLASS ROOM PARTIES,AND CLASSROOM SUPPLIES.
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03263
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010207
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BRETON DOWNS DIRECT SCHOOL AID ELEMENTARY SCHOOL AMT PAID 2500 BOSTON STREET SE 16,267 0 GRAND RAPIDS, MI 49506 0 PD OF BEHALF BRETON DOWNS DIRECT SCHOOL AID ELEMENTARY SCHOOL AMT PAID 2500 BOSTON STREET SE 15,321 0 GRAND RAPIDS, MI 49506 0 PD ON BEHALF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 395 SALES TAX 970 STAFF APPRECIATION/HOSPIT 850 BANK FEES 12 MISCELLANEOUS 699 TOTAL 2,926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EDUCATION SUPPORT AND ENRICHMENT FOR THE STUDENTS OF BRETON DOWNS ELEMENTARY SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA MELLISH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRETON DOWNS ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0BRET
ReturnHeader/Filer/EIN0463070879
ReturnHeader/Filer/PhoneNum09197446868
ReturnHeader/Filer/USAddress/AddressLine1Txt02500 BOSTON STREET SE
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049506
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATHIEU & BOWEN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05025 PLAINFIELD AVENUE NE SUITE C1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049525
ReturnHeader/PreparerPersonGrp/PhoneNum06164479514
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID D BOWEN CPA
ReturnHeader/ReturnTs02018-01-23T08:15:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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