Civic Intelligence

Sugar Hill Elementary PTO Inc

EIN 61-1907153 • 501(c)3 • Sugar Hill, GA

Profile

Support sugar hill elementary school

939 Level Creek RdSugar Hill, GA 30518

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

15th percentile

-45%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

12th percentile

-76%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$12,060

Up $3,784 (+46%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$12,060

Up $3,784 (+46%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$52,817

Down $5,203 (-9.0%) from 2023

Expenses

Down

$49,034

Down $34,881 (-42%) from 2023

Net Income

Up

$3,783

Up $29,678 (+115%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2020: $11,549Net Assets 2020: $11,5492020Assets 2021: $17,824Net Assets 2021: $17,8242021Assets 2022: $34,169Net Assets 2022: $34,1692022Assets 2023: $8,276Net Assets 2023: $8,2762023Assets 2024: $12,060Net Assets 2024: $12,0602024

Highlighted filing

2024

Assets$12,060
Liabilities-
Net Assets$12,060
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2020: $62,044Expenses 2020: $50,495Net Income 2020: $11,5492020Revenue 2021: $32,164Expenses 2021: $25,891Net Income 2021: $6,2732021Revenue 2022: $52,379Expenses 2022: $36,034Net Income 2022: $16,3452022Revenue 2023: $58,020Expenses 2023: $83,915Net Income 2023: -$25,8952023Revenue 2024: $52,817Expenses 2024: $49,034Net Income 2024: $3,7832024

Highlighted filing

2024

Revenue$52,817
Expenses$49,034
Net Income$3,783
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,060
Liabilities
-
Net assets
$12,060
Revenue
$52,817
Expenses
$49,034
Net income
$3,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$12.1$52.8$49.0$3.78
2023Detailed filing. Detailed filing data is available for this year.$8.28$8.28$58.0$83.9$25.9
2022Detailed filing. Detailed filing data is available for this year.$34.2$34.2$52.4$36.0$16.3
2021Detailed filing. Detailed filing data is available for this year.$17.8$17.8$32.2$25.9$6.27
2020Detailed filing. Detailed filing data is available for this year.$11.5$11.5$62.0$50.5$11.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 6, 2025
Return Version
2023v6.0
Gross Receipts
$87,959
Mission and Program Overview

Mission

Support sugar hill elementary school

Program Services

DescriptionGrantsExpenses
PTA ADMINISTRATION EXPENSES/END OF YEAR CELEBRATION/FIELD TRIP/OPERATIONAL EXPENSES.$11,637$12,157
PTA ADMINISTRATION EXPENSES/END OF YEAR CELEBRATION/FIELD TRIP/OPERATIONAL EXPENSES.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE BROWNCo-PresidentPT$0--
DANIELLE PATELCo-PresidentPT$0--
EMILY SAPPVice PresidePT$0--
ERIN TANNERVice PresidePT$0--
JEN PHILBRICKVice PresidePT$0--
ANUPAMA VERMAVice PresidePT$0--
MARIA HILSEYSecretary-$0--
KERRI ALLENTrasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run$40,085$40,085$7,351$32,734
Classroom Parti$17,192$17,192$12,576$4,616
Total Events$72,818$72,818$29,262$43,556
Filing and Contact Details

Filer

Filer Name
Sugar Hill Elementary Pto Inc
EIN
61-1907153
Phone
6785235210
Address
939 LEVEL CREEK RD, SUGAR HILL, GA 30518

Signing Officer

Name
Danielle Patel
Title
Co-president
Phone
7709455735
Signed
2025-01-06
Discuss with paid preparer
Yes

Preparer

Firm
Arvin F Spell Iii Pc
Address
3100 BRECKINRIDGE BLVD SUITE 185, DULUTH, GA 30096-4986
Preparer
Bryan Keith Cope
Phone
7707230117
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses state license 20 website/quickbooks 500 insurance 355 pto projects 31,009 business partnerships 30 total 31,914”

Form 990-ez, Part III, Line 31

“Pta administration expenses/end of year celebration/field trip/operational expenses.”

Raw XML Appendix179 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMIE BROWN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031914
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT SUGAR HILL ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTA ADMINISTRATION EXPENSES/END OF YEAR CELEBRATION/FIELD TRIP/OPERATIONAL EXPENSES.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt046578
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049034
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IRS990EZ/TotalRevenueAmt052817
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02045
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES STATE LICENSE 20 WEBSITE/QUICKBOOKS 500 INSURANCE 355 PTO PROJECTS 31,009 BUSINESS PARTNERSHIPS 30 TOTAL 31,914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA ADMINISTRATION EXPENSES/END OF YEAR CELEBRATION/FIELD TRIP/OPERATIONAL EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIELLE PATEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07709455735
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUGAR HILL ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0SUGA
ReturnHeader/Filer/EIN0611907153
ReturnHeader/Filer/PhoneNum06785235210
ReturnHeader/Filer/USAddress/AddressLine1Txt0939 LEVEL CREEK RD
ReturnHeader/Filer/USAddress/CityNm0SUGAR HILL
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581540444
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ReturnHeader/PreparerPersonGrp/PhoneNum07707230117
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN KEITH COPE
ReturnHeader/ReturnTs02025-01-27T13:57:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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