Civic Intelligence

Sheridan School PTO

990EZ • Fiscal year 2019 • EIN 47-0665369

Aug 01, 2018 to Jul 31, 2019 • Filed on Dec 10, 2019

3100 Plymouth AvenueLincoln, NE 68502

(402) 436-1167

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

90th percentile

44%

Higher net margin than 90% 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

85th percentile

53%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

83rd percentile

42%

Faster revenue growth than 83% of similar nonprofits.

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

Assets

Up

$71,632

Up $24,924 (+53%) from 2018

Net Assets

Up

$71,632

Up $24,924 (+53%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$56,838

Up $16,934 (+42%) from 2018

Expenses

Down

$31,914

Down $1,790 (-5.3%) from 2018

Net Income

Up

$24,924

Up $18,724 (+302%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $40,000Liabilities 2011: $02011Assets 2012: $33,423Liabilities 2012: $0Net Assets 2012: $33,4232012Assets 2013: $35,443Liabilities 2013: $0Net Assets 2013: $35,4432013Assets 2014: $45,374Liabilities 2014: $0Net Assets 2014: $45,3742014Assets 2015: $40,976Liabilities 2015: $0Net Assets 2015: $40,9762015Assets 2016: $37,009Liabilities 2016: $0Net Assets 2016: $37,0092016Assets 2017: $40,508Liabilities 2017: $0Net Assets 2017: $40,5082017Assets 2018: $46,708Liabilities 2018: $0Net Assets 2018: $46,7082018Assets 2019: $71,632Liabilities 2019: $0Net Assets 2019: $71,6322019Assets 2020: $82,322Liabilities 2020: $0Net Assets 2020: $82,3222020Assets 2021: $83,610Liabilities 2021: $0Net Assets 2021: $83,6102021Assets 2022: $89,991Liabilities 2022: $0Net Assets 2022: $89,9912022Assets 2023: $126,388Liabilities 2023: $0Net Assets 2023: $126,3882023Assets 2024: $239,247Liabilities 2024: $0Net Assets 2024: $239,2472024Assets 2025: $238,196Liabilities 2025: $0Net Assets 2025: $238,1962025

Highlighted filing

2019

Assets$71,632
Liabilities$0
Net Assets$71,632

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $50,287Expenses 2011: $50,632Net Income 2011: -$3452011Expenses 2012: $81,4322012Expenses 2013: $54,4772013Revenue 2014: $32,324Expenses 2014: $22,394Net Income 2014: $9,9302014Revenue 2015: $31,918Expenses 2015: $36,316Net Income 2015: -$4,3982015Revenue 2016: $38,790Expenses 2016: $42,757Net Income 2016: -$3,9672016Revenue 2017: $33,721Expenses 2017: $30,222Net Income 2017: $3,4992017Revenue 2018: $39,904Expenses 2018: $33,704Net Income 2018: $6,2002018Revenue 2019: $56,838Expenses 2019: $31,914Net Income 2019: $24,9242019Revenue 2020: $34,424Expenses 2020: $23,734Net Income 2020: $10,6902020Revenue 2021: $18,751Expenses 2021: $17,463Net Income 2021: $1,2882021Revenue 2022: $41,586Expenses 2022: $35,205Net Income 2022: $6,3812022Revenue 2023: $77,470Expenses 2023: $41,073Net Income 2023: $36,3972023Revenue 2024: $156,167Expenses 2024: $43,308Net Income 2024: $112,8592024Revenue 2025: $50,178Expenses 2025: $51,229Net Income 2025: -$1,0512025

Highlighted filing

2019

Revenue$56,838
Expenses$31,914
Net Income$24,924
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Dec 10, 2019
Return Version
2018v3.1
Gross Receipts
$94,056
Mission and Program Overview

Mission

The sheridan school pto serves approximately 439 students and 59 teachers and staff members of sheridan elementary school by providing supplies, activities and support services.

The sheridan school pto serves approximately 493 students and 62 teachers and staff members of sheridan elementary school by providing supplies, activities and support services.

Program Services

DescriptionGrantsExpenses
General school support-$16,987
Direct classroom and teacher support-$13,189
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa OteroPast President-$0--
Emily ShelstadVice President-$0--
Danielle DavisSecretary-$0--
Brooke KorverTreasurer-$0--
DeAnn CurrinPrincipal-$0--
Katie TaddeucciPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$18,535$18,535$8,183$10,352
Total Events$71,336$71,336$37,218$34,118
Filing and Contact Details

Filer

Filer Name
Sheridan School Pto
EIN
47-0665369
In Care Of
% BROOKE KORVER
Phone
4024361167
Address
3100 PLYMOUTH AVENUE, LINCOLN, NE 68502

Signing Officer

Name
Brooke Korver
Title
Treasurer
Phone
4024361167
Signed
2019-12-10
Discuss with paid preparer
Yes

Preparer

Firm
Willnerd & Associates LLC
Address
3200 Pine Lake Road Suite A, Lincoln, NE 68516
Preparer
Milton A Willnerd
Phone
4024211811
Supplemental Narrative

Additional Explanations

Part V - General Organization Operations

The treasurer of the organization along with the independent accountant review the Form 990-EZ for accuracy. The Organization holds monthly meetings where financial statements are made available to the public.

Part V - Personal Benefit Contracts

(A) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? --- NO (B) Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? --- NO

Form 990EZ Part I Line 16

Description:INSURANCE Amount:300

Form 990EZ Part I Line 16

Description:DIRECT CLASSROOM & TEACHER SUPPORT Amount:13189

Form 990EZ Part I Line 16

Description:GENERAL SCHOOL SUPPORT Amount:16986

Form 990EZ Part I Line 16

Description:BANK SERVICE CHARGES Amount:205

Raw XML Appendix220 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0BROOKE KORVER
IRS990EZ/BooksInCareOfDetail/PhoneNum04024361167
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LINCOLN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Melissa Otero
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Emily Shelstad
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Danielle Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brooke Korver
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DeAnn Currin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Katie Taddeucci
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Principal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt040
IRS990EZ/OtherAssetsTotalDetail/EOYAmt040
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt031094
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SHERIDAN SCHOOL PTO SERVES APPROXIMATELY 493 STUDENTS AND 62 TEACHERS AND STAFF MEMBERS OF SHERIDAN ELEMENTARY SCHOOL BY PROVIDING SUPPLIES, ACTIVITIES AND SUPPORT SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Direct classroom and teacher support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1General school support
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013189
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116987
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt034118
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031914
IRS990EZ/TotalProgramServiceExpensesAmt030176
IRS990EZ/TotalRevenueAmt056838
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039404
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt038
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt071336
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0336339
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt088
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IRS990ScheduleA/InvestmentIncomeCYPct00.00072
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0376014
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundraiser
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt052801
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018535
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt029035
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08183
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The treasurer of the organization along with the independent accountant review the Form 990-EZ for accuracy. The Organization holds monthly meetings where financial statements are made available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1(A) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? --- NO (B) Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? --- NO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:INSURANCE Amount:300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:DIRECT CLASSROOM & TEACHER SUPPORT Amount:13189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:GENERAL SCHOOL SUPPORT Amount:16986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:BANK SERVICE CHARGES Amount:205
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V - General Organization Operations
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part V - Personal Benefit Contracts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BROOKE KORVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04024361167
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERIDAN SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0470665369
ReturnHeader/Filer/InCareOfNm0% BROOKE KORVER
ReturnHeader/Filer/PhoneNum04024361167
ReturnHeader/Filer/USAddress/AddressLine1Txt03100 PLYMOUTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068502
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F7DDE2855FE0BAEAC5D19C4A4B699608F6BC11A8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F7DDE2855FE0BAEAC5D19C4A4B699608F6BC11A8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId047043920193475000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-12-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.106.8.202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Willnerd & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03200 Pine Lake Road Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lincoln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068516
ReturnHeader/PreparerPersonGrp/PhoneNum04024211811
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Milton A Willnerd
ReturnHeader/ReturnTs02019-12-13T09:08:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.50$0.51$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$1.56$0.43$1.13
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.77$0.41$0.36
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.42$0.35$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.19$0.17$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.34$0.24$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.57$0.32$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.40$0.34$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.34$0.30$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.39$0.43$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.32$0.36$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.32$0.22$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.81
2011Summary only. Only limited summary data is available for this year.$0.40$0.00$0.50$0.51$0.00