Civic Intelligence

Sheridan School PTO

990EZ • Fiscal year 2021 • EIN 47-0665369

Aug 01, 2020 to Jul 31, 2021 • Filed on Jun 09, 2022

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

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

47th percentile

6.9%

Higher net margin than 47% of similar nonprofits.

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

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.

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

Asset Growth

44th percentile

1.6%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

18th percentile

-46%

Faster revenue growth than 18% of similar nonprofits.

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

Assets

Up

$83,610

Up $1,288 (+1.6%) from 2020

Net Assets

Up

$83,610

Up $1,288 (+1.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$18,751

Down $15,673 (-46%) from 2020

Expenses

Down

$17,463

Down $6,271 (-26%) from 2020

Net Income

Down

$1,288

Down $9,402 (-88%) from 2020

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

2021

Assets$83,610
Liabilities$0
Net Assets$83,610

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

2021

Revenue$18,751
Expenses$17,463
Net Income$1,288
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jun 9, 2022
Return Version
2020v4.1
Gross Receipts
$22,896
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 430 students and 59 teachers and staff members of sheridan elementary school by providing supplies, activities and support services.

Program Services

DescriptionGrantsExpenses
General school support-$11,015
Direct classroom and teacher support-$5,187
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily ShelstadtPast President-$0--
Jessica SiddersPresidentPT$0--
Sandra KaupVice President-$0--
Kelly WileyTreasurer-$0--
Amy AndersonSecretary-$0--
Amy ClarkPrincipal-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Kelly Wiley
Title
Treasurer
Phone
4024361167
Signed
2022-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Willnerd & Associates LLC
Address
3200 Pine Lake Road Suite A, Lincoln, NE 68516
Preparer
Lisa M Moore
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:5187

Form 990EZ Part I Line 16

Description:GENERAL SCHOOL SUPPORT Amount:11015

Raw XML Appendix201 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/PersonNm0KELLY WILEY
IRS990EZ/BooksInCareOfDetail/PhoneNum04024361167
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03100 PLYMOUTH AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LINCOLN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd068502
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082322
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083610
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Emily Shelstadt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jessica Sidders
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sandra Kaup
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kelly Wiley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Amy Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Amy Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Principal
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt016623
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SHERIDAN SCHOOL PTO SERVES APPROXIMATELY 430 STUDENTS AND 59 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/ProgramServiceExpensesAmt05187
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111015
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04145
IRS990EZ/SpecialEventsNetIncomeLossAmt01436
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017463
IRS990EZ/TotalProgramServiceExpensesAmt016202
IRS990EZ/TotalRevenueAmt018751
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt072455
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0112
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt088
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt039
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05581
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041793
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt071336
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068162
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0253974
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0112
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt088
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IRS990ScheduleA/InvestmentIncomeCYPct00.00127
IRS990ScheduleA/InvestmentIncomePYPct00.00093
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99873
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IRS990ScheduleA/PublicSupportTotal509Amt0326429
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0326844
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:5187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:GENERAL SCHOOL SUPPORT Amount:11015
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Wiley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04024361167
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERIDAN SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0470665369
ReturnHeader/Filer/InCareOfNm0% KELLY WILEY
ReturnHeader/Filer/PhoneNum04024361167
ReturnHeader/Filer/USAddress/AddressLine1Txt03100 PLYMOUTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068502
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/PreparerPersonNm0Lisa M Moore
ReturnHeader/ReturnTs02022-06-09T13:25:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kelly
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wiley
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

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