Civic Intelligence

Patterson Ptso

990EZ • Fiscal year 2023 • EIN 47-5668736

Jul 01, 2022 to May 31, 2023 • Filed on Oct 25, 2023

Organization Profilewww.pattersonptso.com
1211 E Guadalupe RdGilbert, AZ 85234

(602) 763-7875

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

83rd percentile

42%

Faster asset growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-30%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$34,776

Up $10,225 (+42%) from 2022

Net Assets

Up

$34,776

Up $10,225 (+42%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin73rd percentile

Revenue

Down

$53,607

Down $23,289 (-30%) from 2022

Expenses

Down

$43,382

Down $19,698 (-31%) from 2022

Net Income

Down

$10,225

Down $3,591 (-26%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$40K$30K$20K$10K$0Assets 2019: $11,537Liabilities 2019: $02019Assets 2020: $34,090Liabilities 2020: $02020Assets 2021: $10,735Liabilities 2021: $0Net Assets 2021: $10,7352021Assets 2022: $24,551Liabilities 2022: $0Net Assets 2022: $24,5512022Assets 2023: $34,776Liabilities 2023: $0Net Assets 2023: $34,7762023Assets 2024: $24,343Liabilities 2024: $0Net Assets 2024: $24,3432024Assets 2025: $24,343Liabilities 2025: $0Net Assets 2025: $24,3432025

Highlighted filing

2023

Assets$34,776
Liabilities$0
Net Assets$34,776
Open 2023 Filing

Operations Trend

Revenue Growth19th percentile

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

$100K$50K$0-$50KRevenue 2019: $57,382Expenses 2019: $67,045Net Income 2019: -$9,6632019Revenue 2020: $41,989Expenses 2020: $21,826Net Income 2020: $20,1632020Revenue 2021: $16,434Expenses 2021: $39,789Net Income 2021: -$23,3552021Revenue 2022: $76,896Expenses 2022: $63,080Net Income 2022: $13,8162022Revenue 2023: $53,607Expenses 2023: $43,382Net Income 2023: $10,2252023Revenue 2024: $64,144Expenses 2024: $59,908Net Income 2024: $4,2362024Revenue 2025: $43,616Expenses 2025: $55,190Net Income 2025: -$11,5742025

Highlighted filing

2023

Revenue$53,607
Expenses$43,382
Net Income$10,225
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to May 31, 2023
Signed
Oct 25, 2023
Return Version
2022v5.0
Gross Receipts
$53,607
Mission and Program Overview

Mission

Public School Parent Teacher Support Organization

The ptso raises money through fundrasising activities which is then distributed to teachers on an as-needed basis for classroom supplies, teaching resources, and equipment

Program Services

DescriptionGrantsExpenses
Teacher and school support for classrooms as needed$0$43,382
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Candace BairdPresidentPT$0--
Chelsea Heinz-BrownTreasurerPT$0--
Kelly RushVice PresidentPT$0--
Christine YostAssistant Vice PresidentPT$0--
Elizabeth WittSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Patterson Ptso
EIN
47-5668736
Phone
6027637875
Address
1211 E Guadalupe Rd, Gilbert, AZ 85234

Signing Officer

Name
Candace Baird
Title
President
Phone
6027637875
Signed
2023-10-25
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Teacher and Classroom Support;21572|Team building and school community;20610|School Improvements;1200^Total;43382^”

Raw XML Appendix167 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Chelsea Heinz-Brown
IRS990EZ/BooksInCareOfDetail/PhoneNum06027637875
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01211 E Guadalupe Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Gilbert
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085234
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024551
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034776
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01451
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt010225
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024551
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034776
IRS990EZ/FundraisingGrossIncomeAmt052156
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt053607
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024551
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034776
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024551
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034776
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Candace Baird
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Chelsea Heinz-Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kelly Rush
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Christine Yost
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Elizabeth Witt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Assistant Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt043382
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PTSO RAISES MONEY THROUGH FUNDRASISING ACTIVITIES WHICH IS THEN DISTRIBUTED TO TEACHERS ON AN AS-NEEDED BASIS FOR CLASSROOM SUPPLIES, TEACHING RESOURCES, AND EQUIPMENT
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher and school support for classrooms as needed
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043382
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd01
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt052156
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043382
IRS990EZ/TotalProgramServiceExpensesAmt043382
IRS990EZ/TotalRevenueAmt053607
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.pattersonptso.com
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd00
IRS990ScheduleE/MaintainRacialCompRecsInd00
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd00
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd00
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0We are a school organization
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1No
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Part I, Line 4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Teacher and Classroom Support;21572|Team building and school community;20610|School Improvements;1200^Total;43382^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0School volunteer program with a new treasurer to file taxes
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Candace Baird
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06027637875
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATTERSON PTSO
ReturnHeader/Filer/BusinessNameControlTxt0PATT
ReturnHeader/Filer/EIN0475668736
ReturnHeader/Filer/PhoneNum06027637875
ReturnHeader/Filer/USAddress/AddressLine1Txt01211 E Guadalupe Rd
ReturnHeader/Filer/USAddress/CityNm0Gilbert
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085234
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-10-25T14:48:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,776
Liabilities
$0
Net assets
$34,776
Revenue
$53,607
Expenses
$43,382
Net income
$10,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$43.6$55.2$11.6
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.3$0.00$24.3$64.1$59.9$4.24
2023Detailed filing. Detailed filing data is available for this year.$34.8$0.00$34.8$53.6$43.4$10.2
2022Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$76.9$63.1$13.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$16.4$39.8$23.4
2020Summary only. Only limited summary data is available for this year.$34.1$0.00$42.0$21.8$20.2
2019Summary only. Only limited summary data is available for this year.$11.5$0.00$57.4$67.0$9.66