Civic Intelligence

Breton Downs Elementary School Parent Teacher Organization

990EZ • Fiscal year 2020 • EIN 46-3070879

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 11, 2020

2500 Boston Street SEEast Grand Rapids, MI 49506

(616) 608-2727

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

83rd percentile

38%

Higher net margin than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

68th percentile

21%

Faster asset growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

61st percentile

-2.4%

Faster revenue growth than 61% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$87,062

Up $15,334 (+21%) from 2019

Net Assets

Up

$87,062

Up $15,334 (+21%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$40,478

Down $992 (-2.4%) from 2019

Expenses

Down

$25,146

Down $17,051 (-40%) from 2019

Net Income

Up

$15,332

Up $16,059 (+2209%) from 2019

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

2020

Assets$87,062
Liabilities-
Net Assets$87,062

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

2020

Revenue$40,478
Expenses$25,146
Net Income$15,332
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 11, 2020
Return Version
2019v5.0
Gross Receipts
$62,101
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.$15,522$15,522
GRANTS MADE TO FUND GENERAL AND SPECIFIC SCHOOL PROGRAMS AND ACTIVITIES SUCH AS "SCIENCE ALIVE", FIELD TRIPS, CLASS ROOM PARTIES,AND CLASSROOM SUPPLIES.$6,735$6,735
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RIN CHAMBERLINCo-PresidentPT$0--
KRISTEN TROVILLIONCo-PresidentPT$0--
CHRISTINA CRAWFORDAssistant TrPT$0--
CARRIE WALTONRecording SePT$0--
KERRY PARENTCorresp. SecPT$0--
LISA BURGESSTreasurerPT$0--
TERESA TAYLORVice PresidePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Parent Night Ou$37,089$37,089$6,272$30,817
Cookie Sale$9,554$9,554$5,718$3,836
Total Events$51,837$51,837$16,428$35,409
Filing and Contact Details

Filer

Filer Name
Breton Downs Elementary School
EIN
46-3070879
Phone
6166082727
Address
2500 BOSTON STREET SE, EAST GRAND RAPIDS, MI 49506

Signing Officer

Name
Lisa Burgess
Title
Treasurer
Phone
6166082727
Signed
2020-01-11
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

Class of activity: direct school aid name: breton downs address: 2500 boston street se grand rapids, mi 49506 cash contribution: 15,522 class of activity: direct school aid name: breton downs address: 2500 boston street se grand rapids, mi 49506 cash contribution: 6,735

Form 990-ez, Part I, Line 16

Expenses insurance 395 staff appreciation/hospit 309 bank fees 116 pto dues 200 office supplies 219 laminator 204 conference meals 346 sales tax 145 total 1,934

Form 990-ez, Part III

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

Raw XML Appendix175 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/CityNm0EAST GRAND RAPIDS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RIN CHAMBERLIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINA CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARRIE WALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KERRY PARENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA BURGESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TERESA TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESP. SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01934
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015522
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16735
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16735
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05718
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: DIRECT SCHOOL AID NAME: BRETON DOWNS ADDRESS: 2500 BOSTON STREET SE GRAND RAPIDS, MI 49506 CASH CONTRIBUTION: 15,522 CLASS OF ACTIVITY: DIRECT SCHOOL AID NAME: BRETON DOWNS ADDRESS: 2500 BOSTON STREET SE GRAND RAPIDS, MI 49506 CASH CONTRIBUTION: 6,735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 395 STAFF APPRECIATION/HOSPIT 309 BANK FEES 116 PTO DUES 200 OFFICE SUPPLIES 219 LAMINATOR 204 CONFERENCE MEALS 346 SALES TAX 145 TOTAL 1,934
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA BURGESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06166082727
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRETON DOWNS ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0BRET
ReturnHeader/Filer/EIN0463070879
ReturnHeader/Filer/PhoneNum06166082727
ReturnHeader/Filer/USAddress/AddressLine1Txt02500 BOSTON STREET SE
ReturnHeader/Filer/USAddress/CityNm0EAST GRAND RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049506
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383613060
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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/PreparationDt02021-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID D BOWEN CPA
ReturnHeader/ReturnTs02021-01-12T12:26:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings