Civic Intelligence

Ida M Stewart Elementary School Parent Teacher Organization Inc.

990EZ • Fiscal year 2021 • EIN 65-0520979

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

Organization ProfileN/A
7905 15th Ave NWBradenton, FL 34209

(941) 741-3176

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

9th percentile

-75%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

14th percentile

-29%

Faster asset growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-63%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$35,072

Down $14,500 (-29%) from 2020

Net Assets

Down

$35,072

Down $14,500 (-29%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$19,266

Down $32,999 (-63%) from 2020

Expenses

Up

$33,766

Up $4,400 (+15%) from 2020

Net Income

Down

-$14,500

Down $37,399 (-163%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$100K$50K$0Assets 2011: $43,212Net Assets 2011: $43,2122011Assets 2014: $62,401Net Assets 2014: $62,4012014Assets 2015: $29,702Net Assets 2015: $29,7022015Assets 2016: $40,601Net Assets 2016: $40,6012016Assets 2017: $53,199Liabilities 2017: $02017Assets 2018: $51,516Net Assets 2018: $51,5162018Assets 2019: $26,673Net Assets 2019: $26,6732019Assets 2020: $49,572Net Assets 2020: $49,5722020Assets 2021: $35,072Net Assets 2021: $35,0722021Assets 2022: $60,979Net Assets 2022: $60,9792022Assets 2023: $79,408Liabilities 2023: $02023Assets 2024: $80,158Liabilities 2024: $02024Assets 2025: $79,314Net Assets 2025: $79,3142025

Highlighted filing

2021

Assets$35,072
Liabilities-
Net Assets$35,072
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

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

$100K$50K$0-$50KRevenue 2011: $38,578Expenses 2011: $39,360Net Income 2011: -$7822011Revenue 2014: $40,279Expenses 2014: $40,286Net Income 2014: -$72014Revenue 2015: $47,172Expenses 2015: $79,871Net Income 2015: -$32,6992015Revenue 2016: $48,512Expenses 2016: $37,613Net Income 2016: $10,8992016Revenue 2017: $54,957Expenses 2017: $42,359Net Income 2017: $12,5982017Revenue 2018: $57,111Expenses 2018: $58,794Net Income 2018: -$1,6832018Revenue 2019: $66,967Expenses 2019: $91,810Net Income 2019: -$24,8432019Revenue 2020: $52,265Expenses 2020: $29,366Net Income 2020: $22,8992020Revenue 2021: $19,266Expenses 2021: $33,766Net Income 2021: -$14,5002021Revenue 2022: $61,261Expenses 2022: $35,355Net Income 2022: $25,9062022Revenue 2023: $75,499Expenses 2023: $57,070Net Income 2023: $18,4292023Revenue 2024: $40,778Expenses 2024: $40,028Net Income 2024: $7502024Revenue 2025: $34,224Expenses 2025: $35,069Net Income 2025: -$8452025

Highlighted filing

2021

Revenue$19,266
Expenses$33,766
Net Income-$14,500
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.0
Gross Receipts
$23,122
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
AID IN THE EDUCATION PROCESS OF ELEMENTARY AGE CHILDREN-$31,874
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN BOWESPresidentPT$0--
DEBBIE HOFFMANCorres. Sec-$0--
BECKY MASSELLAVP-$0--
KATHERINE RUXTreasurer-$0--
WENDY SCHMITZTreasurer El-$0--
LISA MURRELLRecording Se-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Events$11,931$11,931$2,850$9,081
Cookie Dough Sa$9,464$9,464$1,006$8,458
Total Events$21,395$21,395$3,856$17,539
Filing and Contact Details

Filer

Filer Name
Ida M Stewart Elementary School Pto
EIN
65-0520979
Phone
9417413176
Address
7905 15TH AVE NW, BRADENTON, FL 34209

Signing Officer

Name
Katherine Rux
Title
Treasurer
Phone
9419201267
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Gardner & Thomas LLC
Address
3431 MAGIC OAK LANE, SARASOTA, FL 34232
Preparer
Kimeth W Gardner CPA
Phone
9412293431
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 987 art club 142 bank charges 161 classroom software 4,345 clinic supplies 218 grade level workbooks 2,419 janitorial expenses 224 other miscellaneous exp 4,300 science & classroom suppl 176 staff appreciation 10,558 teacher class & summer fd 5,901 mask and covid supplies 2,643 pto admin 1,172 total 33,246”

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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KAREN BOWES
CompensationExplanation/CompensationExplanationGrp/PersonNm1DEBBIE HOFFMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2BECKY MASSELLA
CompensationExplanation/CompensationExplanationGrp/PersonNm3KATHERINE RUX
CompensationExplanation/CompensationExplanationGrp/PersonNm4WENDY SCHMITZ
CompensationExplanation/CompensationExplanationGrp/PersonNm5LISA MURRELL
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEPHANIE MCKEAVER
IRS990EZ/BooksInCareOfDetail/PhoneNum09417761933
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07905 15TH AVE NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRADENTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049572
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035072
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0430
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14500
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0520
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049572
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035072
IRS990EZ/FundraisingGrossIncomeAmt021395
IRS990EZ/GrossReceiptsAmt023122
IRS990EZ/GroupExemptionNum09151
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt022
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01275
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049572
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035072
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049572
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035072
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN BOWES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBBIE HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BECKY MASSELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHERINE RUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WENDY SCHMITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA MURRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CORRES. SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033246
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AID IN THE EDUCATION PROCESS OF ELEMENTARY AGE CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031874
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03856
IRS990EZ/SpecialEventsNetIncomeLossAmt017539
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033766
IRS990EZ/TotalProgramServiceExpensesAmt031874
IRS990EZ/TotalRevenueAmt019266
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION OPERATES AS A NSO (NON-SCHOOL ORGANIZATION) OF THE MANATEE COUNTY SCHOOL BOARD WHO HAS THE AUTHORITY TO MONITOR EVENTS AND DECISIONS AND ULTIMATELY DETERMINE WHETHER THE ORGANIZATION IS ALLOWED TO CONTINUE OPERATING. THE PRINCIPAL OF THE SCHOOL IS AN ADVISOR WHO MUST APPROVE ALL DECISIONS MADE BY THE ORGANIZATIONS BOARD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION B, LINE 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0596000728
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08012
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0IDA M STEWART ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0IDA M STEWART ELEM
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt08012
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03856
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COOKIE DOUGH SA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021395
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017539
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03856
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02850
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 987 ART CLUB 142 BANK CHARGES 161 CLASSROOM SOFTWARE 4,345 CLINIC SUPPLIES 218 GRADE LEVEL WORKBOOKS 2,419 JANITORIAL EXPENSES 224 OTHER MISCELLANEOUS EXP 4,300 SCIENCE & CLASSROOM SUPPL 176 STAFF APPRECIATION 10,558 TEACHER CLASS & SUMMER FD 5,901 MASK AND COVID SUPPLIES 2,643 PTO ADMIN 1,172 TOTAL 33,246
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE RUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09419201267
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IDA M STEWART ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0IDAM
ReturnHeader/Filer/EIN0650520979
ReturnHeader/Filer/PhoneNum09417413176
ReturnHeader/Filer/USAddress/AddressLine1Txt07905 15TH AVE NW
ReturnHeader/Filer/USAddress/CityNm0BRADENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831602503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARDNER & THOMAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03431 MAGIC OAK LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034232
ReturnHeader/PreparerPersonGrp/PhoneNum09412293431
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMETH W GARDNER CPA
ReturnHeader/ReturnTs02021-11-10T12:57:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHERINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUX
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,072
Liabilities
-
Net assets
$35,072
Revenue
$19,266
Expenses
$33,766
Net income
-$14,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$79.3$79.3$34.2$35.1$0.85
2024Summary only. Only limited summary data is available for this year.$80.2$0.00$40.8$40.0$0.75
2023Summary only. Only limited summary data is available for this year.$79.4$0.00$75.5$57.1$18.4
2022Detailed filing. Detailed filing data is available for this year.$61.0$61.0$61.3$35.4$25.9
2021Detailed filing. Detailed filing data is available for this year.$35.1$35.1$19.3$33.8$14.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.6$49.6$52.3$29.4$22.9
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.7$26.7$67.0$91.8$24.8
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.5$51.5$57.1$58.8$1.68
2017Summary only. Only limited summary data is available for this year.$53.2$0.00$55.0$42.4$12.6
2016Detailed filing. Detailed filing data is available for this year.$40.6$40.6$48.5$37.6$10.9
2015Detailed filing. Detailed filing data is available for this year.$29.7$29.7$47.2$79.9$32.7
2014Detailed filing. Detailed filing data is available for this year.$62.4$62.4$40.3$40.3$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.2$43.2$38.6$39.4$0.78