Civic Intelligence

Greenfield Elementary Ptso

990EZ • Fiscal year 2019 • EIN 47-1838922

Jun 01, 2018 to May 31, 2019 • Filed on Aug 10, 2019

Organization Profilewww.greenfieldptso.org
2550 E Elliot RdGilbert, AZ 85234

(480) 892-2801

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

84th percentile

31%

Higher net margin than 84% 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

35th percentile

-9.3%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$54,607

Up $18,885 (+53%) from 2018

Net Assets

Up

$54,607

Up $20,357 (+59%) from 2018

Liabilities

Down

$0

Down $1,472 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin84th percentile

Revenue

Down

$66,471

Down $6,833 (-9.3%) from 2018

Expenses

Down

$46,114

Down $11,171 (-20%) from 2018

Net Income

Up

$20,357

Up $4,338 (+27%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$150K$100K$50K$0Assets 2017: $18,419Liabilities 2017: $1882017Assets 2018: $35,722Liabilities 2018: $1,472Net Assets 2018: $34,2502018Assets 2019: $54,607Liabilities 2019: $0Net Assets 2019: $54,6072019Assets 2020: $75,104Liabilities 2020: $0Net Assets 2020: $75,1042020Assets 2021: $105,658Liabilities 2021: $0Net Assets 2021: $105,6582021Assets 2022: $89,631Liabilities 2022: $0Net Assets 2022: $89,6312022Assets 2023: $85,636Liabilities 2023: $0Net Assets 2023: $85,6362023Assets 2024: $82,328Liabilities 2024: $0Net Assets 2024: $82,3282024Assets 2025: $68,739Liabilities 2025: $0Net Assets 2025: $68,7392025

Highlighted filing

2019

Assets$54,607
Liabilities$0
Net Assets$54,607
Open 2019 Filing

Operations Trend

Revenue Growth35th percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $63,662Expenses 2017: $66,378Net Income 2017: -$2,7162017Revenue 2018: $73,304Expenses 2018: $57,285Net Income 2018: $16,0192018Revenue 2019: $66,471Expenses 2019: $46,114Net Income 2019: $20,3572019Revenue 2020: $81,855Expenses 2020: $61,358Net Income 2020: $20,4972020Revenue 2021: $87,481Expenses 2021: $56,927Net Income 2021: $30,5542021Revenue 2022: $88,875Expenses 2022: $104,902Net Income 2022: -$16,0272022Revenue 2023: $92,058Expenses 2023: $96,053Net Income 2023: -$3,9952023Revenue 2024: $87,921Expenses 2024: $91,229Net Income 2024: -$3,3082024Revenue 2025: $87,650Expenses 2025: $101,239Net Income 2025: -$13,5892025

Highlighted filing

2019

Revenue$66,471
Expenses$46,114
Net Income$20,357
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Aug 10, 2019
Return Version
2018v3.1
Gross Receipts
$105,995
Mission and Program Overview

Mission

Enhance student learning and community involvement within the school

Program Services

DescriptionGrantsExpenses
Student Support -Accelerated Reader program, playground equipment, new projector, iPad covers, soccer goals, water fountains, family/student events, science and art supplies. Activities support approx 950 students$29,082$29,082
Staff Support - Classroom supplies staff appreciation events, school t-shirts, technology for the classroom, teacher training, water cooler in staff lounge staff consists of 100 teachers, administrators, and school support staff$13,285$13,285
Other Expenses / PTSO Expenditures - expenses for running the website, accounting software, member recruitment, bank and accounting fees$0$2,726
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trina JonasPresidentPT$0--
Chris LloydTreasurerPT$0--
KimberlyTurgenPT$0--
Sarah GreeneVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$50,410$6,869$6,121$748
Golf Tournament$6,717$2,880$373$2,507
Total Events$63,015$15,637$17,594$-1,957
Filing and Contact Details

Filer

Filer Name
Greenfield Elementary Ptso
EIN
47-1838922
Phone
4808922801
Address
2550 E Elliot Rd, Gilbert, AZ 85234

Signing Officer

Name
Chris Lloyd
Title
Treasurer
Phone
4802204578
Signed
2019-08-10
Discuss with paid preparer
Yes

Preparer

Preparer
Mary Benson
Phone
4807037694
Supplemental Narrative

Additional Explanations

Part II, Line 24

“account receivable”

Part II, Line 26

“accounts payable”

Part I, Line 10

“Student and staff supprt for 975 students and 100 staff - including new playground equipment, technology and supplies for classroom, community events, staf appreciation events, projector for school”

Part I, Line 16

“Accounting software, website fees, transactions fees, banking fees, ptso/ dads club recruitment and marketing”

Raw XML Appendix287 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/PersonNm0Chris Lloyd
IRS990EZ/BooksInCareOfDetail/PhoneNum04808922801
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02550 E Elliot Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Gilbert
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085234
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035722
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054568
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt09699
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Trina Jonas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Chris Lloyd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kimberly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Greene
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Turgen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt039
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt02726
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enhance student learning and community involvement within the school
IRS990EZ/PrintingPublicationsPostageAmt01021
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Support -Accelerated Reader program, playground equipment, new projector, iPad covers, soccer goals, water fountains, family/student events, science and art supplies. Activities support approx 950 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Staff Support - Classroom supplies staff appreciation events, school t-shirts, technology for the classroom, teacher training, water cooler in staff lounge staff consists of 100 teachers, administrators, and school support staff
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Other Expenses / PTSO Expenditures - expenses for running the website, accounting software, member recruitment, bank and accounting fees
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029082
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt113285
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029082
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113285
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22726
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020474
IRS990EZ/SpecialEventsNetIncomeLossAmt042541
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01472
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt046114
IRS990EZ/TotalProgramServiceExpensesAmt045093
IRS990EZ/TotalRevenueAmt066471
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.greenfieldptso.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part III, line 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0117853
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt091764
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt072675
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030842
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0195281
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105995
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0313134
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0313134
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03837
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06869
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015637
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1957
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt06869
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt06869
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04231
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010725
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06121
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0373
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0account receivable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1accounts payable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT AND STAFF SUPPRT FOR 975 STUDENTS AND 100 STAFF - INCLUDING NEW PLAYGROUND EQUIPMENT, TECHNOLOGY AND SUPPLIES FOR CLASSROOM, COMMUNITY EVENTS, STAF APPRECIATION EVENTS, PROJECTOR FOR SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTING SOFTWARE, WEBSITE FEES, TRANSACTIONS FEES, BANKING FEES, PTSO/ DADS CLUB RECRUITMENT AND MARKETING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Lloyd
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04802204578
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREENFIELD ELEMENTARY PTSO
ReturnHeader/Filer/BusinessNameControlTxt0GREE
ReturnHeader/Filer/EIN0471838922
ReturnHeader/Filer/PhoneNum04808922801
ReturnHeader/Filer/USAddress/AddressLine1Txt02550 E Elliot Rd
ReturnHeader/Filer/USAddress/CityNm0Gilbert
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085234
ReturnHeader/PreparerPersonGrp/PhoneNum04807037694
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Benson
ReturnHeader/ReturnTs02019-08-10T10:53:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,607
Liabilities
$0
Net assets
$54,607
Revenue
$66,471
Expenses
$46,114
Net income
$20,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.88$1.01$0.14
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.88$0.91$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.92$0.96$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.89$1.05$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.87$0.57$0.31
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.82$0.61$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.66$0.46$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.01$0.34$0.73$0.57$0.16
2017Summary only. Only limited summary data is available for this year.$0.18$0.00$0.64$0.66$0.03