Civic Intelligence

Greenfield Elementary Ptso

990EZ • Fiscal year 2022 • EIN 47-1838922

Jun 01, 2021 to May 31, 2022 • Filed on Oct 24, 2022

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

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

20th percentile

-18%

Higher net margin than 20% 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

26th percentile

-15%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

43rd percentile

1.6%

Faster revenue growth than 43% of similar nonprofits.

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

Assets

Down

$89,631

Down $16,027 (-15%) from 2021

Net Assets

Down

$89,631

Down $16,027 (-15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$88,875

Up $1,394 (+1.6%) from 2021

Expenses

Up

$104,902

Up $47,975 (+84%) from 2021

Net Income

Down

-$16,027

Down $46,581 (-152%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$89,631
Liabilities$0
Net Assets$89,631

Operations Trend

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

2022

Revenue$88,875
Expenses$104,902
Net Income-$16,027
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Oct 24, 2022
Return Version
2021v4.0
Gross Receipts
$133,494
Mission and Program Overview

Mission

Enhance student learning and community involvement within the school

Enhance Student learning and community involvement

Program Services

DescriptionGrantsExpenses
Student Support purchase and pay for and organize reading program, agendas, art program, family and community events, playground equipment, school improvements including outdoor shade structure, create dads club$0$104,903
Staff and School Support Purchase and pay for staff appreciation events, classroom supplies and classroom technology, staff lounge water cooler, staff spirit shirts, give staff grants$2,829$14,289
Expenses to run PTSO including audit and bank fees, website fees, accounting software fees, printing and supplies, recruitment fees$0$2,159
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heidi DuffyPresidentPT$0--
Melissa GulbrandsenCo-TreasurerPT$0--
Ashley KelleyCo-TreasurerPT$0--
Lynn GarciaSecretaryPT$0--
Lindsey NaegleVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Give A Thon$75,339$10,645$5,893$4,752
Total Events$75,339$10,645$17,463$-6,818
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
Heidi Duffy
Title
President
Phone
4808922801
Signed
2022-10-24
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

PTSO expenses including audit, bank fees, accounting software, website fees and recruitment totals 1554.29. School staff support including appreciation meals, classroom supply reimbursements, school spirit shirts, classroom technology, staff lounge water filler total 17,117.66. Student support including reading program, student agendas, art progams, family events, playground equipment, science camp supplies, shade structure 94,425.04. dads club new organization 10,477.60

Form 990-EZ, Part V, Line 34

Greenfield Elemtary Dads Club became there own 501c3 instead of a part of greenfield Elementary PTSO

Raw XML Appendix207 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/USAddress/CityNm0gilbert
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0105658
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heidi Duffy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melissa Gulbrandsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ashley Kelley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lynn Garcia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lindsey Naegle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice president
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0101468
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Enhance Student learning and community involvement
IRS990EZ/PrintingPublicationsPostageAmt0605
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Support purchase and pay for and organize reading program, agendas, art program, family and community events, playground equipment, school improvements including outdoor shade structure, create dads club
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Staff and School Support Purchase and pay for staff appreciation events, classroom supplies and classroom technology, staff lounge water cooler, staff spirit shirts, give staff grants
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Expenses to run PTSO including audit and bank fees, website fees, accounting software fees, printing and supplies, recruitment fees
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12829
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0104903
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114289
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22159
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt017463
IRS990EZ/SpecialEventsNetIncomeLossAmt057876
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018965
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0586873
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt064694
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Give A Thon
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTSO expenses including audit, bank fees, accounting software, website fees and recruitment totals 1554.29. School staff support including appreciation meals, classroom supply reimbursements, school spirit shirts, classroom technology, staff lounge water filler total 17,117.66. Student support including reading program, student agendas, art progams, family events, playground equipment, science camp supplies, shade structure 94,425.04. dads club new organization 10,477.60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Greenfield Elemtary Dads Club became there own 501c3 instead of a part of greenfield Elementary PTSO
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part V, Line 34
ReasonableCauseExplanation/ExplanationTxt0We had a change in board and were looking at the wrong due date schedule - thought it was due 11/15/22 and it was due 10/15/22.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Heidi Duffy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04808922801
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-24
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/ReturnTs02022-10-24T22:05:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

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