Civic Intelligence

Joann Maxey Elementary School Parent Teacher Organization

990EZ • Fiscal year 2022 • EIN 47-0789636

Aug 01, 2021 to Jul 31, 2022 • Filed on Nov 08, 2022

Organization ProfileN/A
C/O Pto Treasuer 5200 S 75th StreeLincoln, NE 68516

(402) 436-1153

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

86th percentile

60%

Faster asset growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

135%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$40,115

Up $14,968 (+60%) from 2021

Net Assets

Up

$40,115

Up $14,968 (+60%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin90th percentile

Revenue

Up

$27,641

Up $15,881 (+135%) from 2021

Expenses

Down

$12,673

Down $4,119 (-25%) from 2021

Net Income

Up

$14,968

Up $20,000 (+397%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$80K$60K$40K$20K$0Assets 2011: $31,299Liabilities 2011: $0Net Assets 2011: $31,2992011Assets 2012: $14,985Liabilities 2012: $0Net Assets 2012: $14,9852012Assets 2013: $24,029Liabilities 2013: $0Net Assets 2013: $24,0292013Assets 2014: $43,171Liabilities 2014: $0Net Assets 2014: $43,1712014Assets 2015: $61,430Liabilities 2015: $0Net Assets 2015: $61,4302015Assets 2016: $18,869Liabilities 2016: $0Net Assets 2016: $18,8692016Assets 2017: $26,465Liabilities 2017: $0Net Assets 2017: $26,4652017Assets 2018: $20,015Liabilities 2018: $0Net Assets 2018: $20,0152018Assets 2019: $28,285Liabilities 2019: $0Net Assets 2019: $28,2852019Assets 2020: $30,179Liabilities 2020: $0Net Assets 2020: $30,1792020Assets 2021: $25,147Liabilities 2021: $0Net Assets 2021: $25,1472021Assets 2022: $40,115Liabilities 2022: $0Net Assets 2022: $40,1152022Assets 2024: $45,961Net Assets 2024: $45,9612024Assets 2025: $39,528Net Assets 2025: $39,5282025

Highlighted filing

2022

Assets$40,115
Liabilities$0
Net Assets$40,115
Open 2022 Filing

Operations Trend

Revenue Growth87th percentile

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

$100K$50K$0-$50KExpenses 2011: $85,6862011Expenses 2012: $81,2082012Revenue 2013: $39,145Expenses 2013: $30,101Net Income 2013: $9,0442013Revenue 2014: $37,659Expenses 2014: $18,517Net Income 2014: $19,1422014Revenue 2015: $52,273Expenses 2015: $32,123Net Income 2015: $20,1502015Revenue 2016: $42,699Expenses 2016: $85,260Net Income 2016: -$42,5612016Revenue 2017: $43,687Expenses 2017: $35,929Net Income 2017: $7,7582017Revenue 2018: $52,484Expenses 2018: $58,934Net Income 2018: -$6,4502018Revenue 2019: $38,501Expenses 2019: $30,231Net Income 2019: $8,2702019Revenue 2020: $23,040Expenses 2020: $21,146Net Income 2020: $1,8942020Revenue 2021: $11,760Expenses 2021: $16,792Net Income 2021: -$5,0322021Revenue 2022: $27,641Expenses 2022: $12,673Net Income 2022: $14,9682022Revenue 2024: $44,909Expenses 2024: $33,537Net Income 2024: $11,3722024Revenue 2025: $32,551Expenses 2025: $38,954Net Income 2025: -$6,4032025

Highlighted filing

2022

Revenue$27,641
Expenses$12,673
Net Income$14,968
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Nov 8, 2022
Return Version
2021v4.0
Gross Receipts
$71,409
Mission and Program Overview

Mission

Provide additional funds for joann maxey elementary school

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION GRANTS FUNDS FOR TEACHERS EQUIPMENT AND SUPPLIES, PROVIDE FOR CERTAIN IMPROVEMENTS TO THE SCHOOL GROUNDS AND ANY OTHER NEEDS NOT AVAILABLE THROUGH THE GENERAL TAX BASE SUPPORT.$8,750$8,750
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH HARTUNGPresidentPT$0--
MARISSA OLSSONVice PresidePT$0--
MELINDA BECKCo-TreasurerPT$0--
AMBER ROEMERCo-TreasurerPT$0--
MARA KRIVOLAVEKSecretaryPT$0--
JESSIE SHIFFERMILLERConsulting M-$0--
SUZANNE REIMERSPrincipal-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Neosha Gardens$36,048$36,048$23,149$12,899
Outdoor Educati$10,914$10,914$10,767$147
Total Events$62,983$62,983$42,683$20,300
Filing and Contact Details

Filer

Filer Name
Joann Maxey Elementary School
EIN
47-0789636
Address
C/O PTO TREASUER 5200 S 75TH STREE, LINCOLN, NE 68516

Signing Officer

Name
Amber Roemer
Title
Co-treasurer
Phone
4024361153
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
The Tax Group
Address
5901 S 58TH ST STE C, LINCOLN, NE 68516
Preparer
Jane Little
Phone
4024230034
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Class of activity: support name: maxey elementary school address: 5200 s 75th st lincoln, ne 68516 cash contribution: 8,750”

Form 990-ez, Part I, Line 16

“Expenses courtyard maintenance 371 staff appeciation 1,342 courtesy 260 aquarium supplies 855 room party supplies -253 bank fees/paypal fees 617 president supplies 398 school spirit 200 website 114 total 3,904”

Raw XML Appendix154 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PTO TREASURER MAXEY ELEMENTARY SCH
IRS990EZ/BooksInCareOfDetail/PhoneNum04024361153
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05200 SOUTH 75TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LINCOLN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd068516
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025147
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040115
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02373
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014968
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt067034
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08750
IRS990EZ/GrossReceiptsAmt071409
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt048
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01954
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025147
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040115
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025147
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH HARTUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARISSA OLSSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELINDA BECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMBER ROEMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARA KRIVOLAVEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JESSIE SHIFFERMILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUZANNE REIMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CONSULTING M
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRINCIPAL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03904
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ADDITIONAL FUNDS FOR JOANN MAXEY ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt019
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION GRANTS FUNDS FOR TEACHERS EQUIPMENT AND SUPPLIES, PROVIDE FOR CERTAIN IMPROVEMENTS TO THE SCHOOL GROUNDS AND ANY OTHER NEEDS NOT AVAILABLE THROUGH THE GENERAL TAX BASE SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043768
IRS990EZ/SpecialEventsNetIncomeLossAmt023266
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012673
IRS990EZ/TotalProgramServiceExpensesAmt08750
IRS990EZ/TotalRevenueAmt027641
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02373
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt069036
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.03000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt071409
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071409
IRS990ScheduleA/Total509Grp/TotalAmt071409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071409
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt071409
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042683
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0NEOSHA GARDENS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OUTDOOR EDUCATI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010914
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016021
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062983
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010914
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016021
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062983
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020300
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08767
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt042683
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023149
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010767
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: SUPPORT NAME: MAXEY ELEMENTARY SCHOOL ADDRESS: 5200 S 75TH ST LINCOLN, NE 68516 CASH CONTRIBUTION: 8,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES COURTYARD MAINTENANCE 371 STAFF APPECIATION 1,342 COURTESY 260 AQUARIUM SUPPLIES 855 ROOM PARTY SUPPLIES -253 BANK FEES/PAYPAL FEES 617 PRESIDENT SUPPLIES 398 SCHOOL SPIRIT 200 WEBSITE 114 TOTAL 3,904
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMBER ROEMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04024361153
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOANN MAXEY ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0470789636
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O PTO TREASUER 5200 S 75TH STREE
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068516
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470846931
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE TAX GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05901 S 58TH ST STE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068516
ReturnHeader/PreparerPersonGrp/PhoneNum04024230034
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE LITTLE
ReturnHeader/ReturnTs02022-11-28T10:27:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMBER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROEMER
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,115
Liabilities
$0
Net assets
$40,115
Revenue
$27,641
Expenses
$12,673
Net income
$14,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$39.5$39.5$32.6$39.0$6.40
2024Detailed filing. Detailed filing data is available for this year.$46.0$46.0$44.9$33.5$11.4
2022Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$27.6$12.7$15.0
2021Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$11.8$16.8$5.03
2020Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$23.0$21.1$1.89
2019Detailed filing. Detailed filing data is available for this year.$28.3$0.00$28.3$38.5$30.2$8.27
2018Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$52.5$58.9$6.45
2017Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$43.7$35.9$7.76
2016Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$42.7$85.3$42.6
2015Detailed filing. Detailed filing data is available for this year.$61.4$0.00$61.4$52.3$32.1$20.2
2014Detailed filing. Detailed filing data is available for this year.$43.2$0.00$43.2$37.7$18.5$19.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$0.00$24.0$39.1$30.1$9.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$0.00$15.0$81.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$0.00$31.3$85.7