Civic Intelligence

Shepardson Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 74-2457893

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 22, 2024

1501 Springwood DrFort Collins, CO 80525

(970) 219-4363

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

38th percentile

-2.0%

Higher net margin than 38% 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

40th percentile

-4.0%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

46th percentile

1.5%

Faster revenue growth than 46% of similar nonprofits.

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

Assets

Down

$22,933

Down $954 (-4.0%) from 2022

Net Assets

Down

$22,933

Down $954 (-4.0%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$47,234

Up $693 (+1.5%) from 2022

Expenses

Down

$48,188

Down $2,136 (-4.2%) from 2022

Net Income

Up

-$954

Up $2,829 (+75%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $41,201Liabilities 2011: $02011Assets 2012: $40,726Liabilities 2012: $02012Assets 2013: $33,164Liabilities 2013: $02013Assets 2014: $12,010Liabilities 2014: $02014Assets 2019: $20,702Net Assets 2019: $20,7022019Assets 2020: $27,492Net Assets 2020: $27,4922020Assets 2021: $27,670Net Assets 2021: $27,6702021Assets 2022: $23,887Net Assets 2022: $23,8872022Assets 2023: $22,933Net Assets 2023: $22,9332023Assets 2024: $28,866Net Assets 2024: $28,8662024Assets 2025: $30,144Net Assets 2025: $30,1442025

Highlighted filing

2023

Assets$22,933
Liabilities-
Net Assets$22,933

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $49,482Expenses 2011: $53,664Net Income 2011: -$4,1822011Revenue 2012: $46,202Expenses 2012: $46,677Net Income 2012: -$4752012Revenue 2013: $35,699Expenses 2013: $42,677Net Income 2013: -$6,9782013Revenue 2014: $25,998Expenses 2014: $35,614Net Income 2014: -$9,6162014Revenue 2019: $28,595Expenses 2019: $38,285Net Income 2019: -$9,6902019Revenue 2020: $54,219Expenses 2020: $47,429Net Income 2020: $6,7902020Revenue 2021: $33,996Expenses 2021: $33,818Net Income 2021: $1782021Revenue 2022: $46,541Expenses 2022: $50,324Net Income 2022: -$3,7832022Revenue 2023: $47,234Expenses 2023: $48,188Net Income 2023: -$9542023Revenue 2024: $56,285Expenses 2024: $50,352Net Income 2024: $5,9332024Revenue 2025: $58,328Expenses 2025: $57,050Net Income 2025: $1,2782025

Highlighted filing

2023

Revenue$47,234
Expenses$48,188
Net Income-$954
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 22, 2024
Return Version
2022v5.0
Gross Receipts
$66,666
Mission and Program Overview

Mission

This organization is dedicated to the purpose of supporting and enhancing the education and the educational experience of the children at shepardson stem elementary school in a manner that benefits the most students while securing the highest standards in mental, physical, and social education.

Program Services

DescriptionGrantsExpenses
SHADE STRUCTURES TO SHEPARDSON - THE SHEPARDSON PTO IS CURRENTLY FUNDRAISING TO PURCHASE SHADE STRUCTURES FOR THE SCHOOL PLAYGROUND AREA. THIS WILL BENEFIT ALL SHEPARDSON STUDENTS AND STAFF. A TOTAL OF 72,000 WAS RAISED AND SET ASIDE FOR THE SHADE STRUCTURES.$20,000$24,264
FALL GRANT - FUNDS FROM THE PTO FALL GRANT WERE USED FOR THE FOLLOWING: CLASSROOM PLAYGROUND EQUIPMENT, ECO WEEK, FIELD TRIPS, MEDIA/GENL INSTRUCTIONAL SUPPLY, STEM SUPPLIES AND TESTING SUPPORT.$15,520$18,829
TEACHER/CLASSROOM FUND - 42 TEACHERS CAN BE REIMBURSED UP TO 100 FOR MATERIALS AND SUPPLIES THEY PURCHASE FOR THEIR CLASSROOM. ALL SHEPARDSON STUDENTS AND STAFF BENEFIT FROM THIS FUND.$4,200$5,095
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRITT MACTAVISHPresident-$0--
TRAVIS HITTVice Preside-$0--
WAYNE THORNES2nd Vice Pre-$0--
APRIL PRICEPast Preside-$0--
KELLI WALLACETreasurer-$0--
HEIDI HABBINGASecretary-$0--
SARAH WAIBLEMember At La-$0--
NICOLE BOOKERMember At La-$0--
DAVID WORFORDSac Represen-$0--
MARISA WILLIAMSWays & Means-$0--
BECKY WOODCOXStaff Repres-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$20,003-$2,005-
Trivia Night$21,411$8,344$15,792$-7,448
Total Events$47,570$8,344$18,136$-9,792
Filing and Contact Details

Filer

Filer Name
Shepardson Pto
EIN
74-2457893
Phone
9702194363
Address
1501 SPRINGWOOD DR, FORT COLLINS, CO 80525

Signing Officer

Name
Travis Hitt
Title
President
Phone
4052262528
Signed
2024-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Rlr Llp
Address
1235 RIVERSIDE AVE, FORT COLLINS, CO 80524-3218
Preparer
A Scott Rulon
Phone
9706925300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: shepardson stem elementary address: 1501 springwood drive fort collins, co 80525 cash contribution: 20,000

Form 990-ez, Part I, Line 16

Expenses office 1,728 other expenses 6,740 total 8,468

Form 990-ez, Part III

This organization is dedicated to the purpose of supporting and enhancing the education and the educational experience of the children at shepardson stem elementary school in a manner that benefits the most students while securing the highest standards in mental, physical, and social education.

Form 990-ez, Part III, Line 30

Shade structures to shepardson - the shepardson pto is currently fundraising to purchase shade structures for the school playground area. This will benefit all shepardson students and staff. A total of 72,000 was raised and set aside for the shade structures.

Form 990-ez, Part V, Line 34

Bylaws and standing rules were updated in february 2023. Bylaws updates: 1) add digital wallets policy: all authorized check signers shall have access to shepardson elementary pto digital wallets, such as venmo and paypal. 2) add money handling policies: (a) the treasurer shall transfer funds from shepardson elementary pto digital wallets into the bank account immediately following major fundraisers and events, or intermittently as needed. The treasurer shall document each transfer with a detailed transaction report from the respective digital wallet system. (b) all copies of checks made for pto record keeping purposes shall have the bank account routing number and account number redacted. Standing rules updates: 1) add digital wallet policy: (a) paypal: the current treasurer's name shall serve as the contact name on the paypal account. The email address, phone number, and mailing address shall remain as: [email protected] (970) 488-4525 1501 springwood drive, fort collins, co 80525. (b) venmo: the current treasurer's cell phone number shall be attached to the venmo account. The email address shall remain: [email protected]

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FALL GRANT - FUNDS FROM THE PTO FALL GRANT WERE USED FOR THE FOLLOWING: CLASSROOM PLAYGROUND EQUIPMENT, ECO WEEK, FIELD TRIPS, MEDIA/GENL INSTRUCTIONAL SUPPLY, STEM SUPPLIES AND TESTING SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER/CLASSROOM FUND - 42 TEACHERS CAN BE REIMBURSED UP TO 100 FOR MATERIALS AND SUPPLIES THEY PURCHASE FOR THEIR CLASSROOM. ALL SHEPARDSON STUDENTS AND STAFF BENEFIT FROM THIS FUND.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SHADE STRUCTURES TO SHEPARDSON - THE SHEPARDSON PTO IS CURRENTLY FUNDRAISING TO PURCHASE SHADE STRUCTURES FOR THE SCHOOL PLAYGROUND AREA. THIS WILL BENEFIT ALL SHEPARDSON STUDENTS AND STAFF. A TOTAL OF 72,000 WAS RAISED AND SET ASIDE FOR THE SHADE STRUCTURES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: SHEPARDSON STEM ELEMENTARY ADDRESS: 1501 SPRINGWOOD DRIVE FORT COLLINS, CO 80525 CASH CONTRIBUTION: 20,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 1,728 OTHER EXPENSES 6,740 TOTAL 8,468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS ORGANIZATION IS DEDICATED TO THE PURPOSE OF SUPPORTING AND ENHANCING THE EDUCATION AND THE EDUCATIONAL EXPERIENCE OF THE CHILDREN AT SHEPARDSON STEM ELEMENTARY SCHOOL IN A MANNER THAT BENEFITS THE MOST STUDENTS WHILE SECURING THE HIGHEST STANDARDS IN MENTAL, PHYSICAL, AND SOCIAL EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SHADE STRUCTURES TO SHEPARDSON - THE SHEPARDSON PTO IS CURRENTLY FUNDRAISING TO PURCHASE SHADE STRUCTURES FOR THE SCHOOL PLAYGROUND AREA. THIS WILL BENEFIT ALL SHEPARDSON STUDENTS AND STAFF. A TOTAL OF 72,000 WAS RAISED AND SET ASIDE FOR THE SHADE STRUCTURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BYLAWS AND STANDING RULES WERE UPDATED IN FEBRUARY 2023. BYLAWS UPDATES: 1) ADD DIGITAL WALLETS POLICY: ALL AUTHORIZED CHECK SIGNERS SHALL HAVE ACCESS TO SHEPARDSON ELEMENTARY PTO DIGITAL WALLETS, SUCH AS VENMO AND PAYPAL. 2) ADD MONEY HANDLING POLICIES: (A) THE TREASURER SHALL TRANSFER FUNDS FROM SHEPARDSON ELEMENTARY PTO DIGITAL WALLETS INTO THE BANK ACCOUNT IMMEDIATELY FOLLOWING MAJOR FUNDRAISERS AND EVENTS, OR INTERMITTENTLY AS NEEDED. THE TREASURER SHALL DOCUMENT EACH TRANSFER WITH A DETAILED TRANSACTION REPORT FROM THE RESPECTIVE DIGITAL WALLET SYSTEM. (B) ALL COPIES OF CHECKS MADE FOR PTO RECORD KEEPING PURPOSES SHALL HAVE THE BANK ACCOUNT ROUTING NUMBER AND ACCOUNT NUMBER REDACTED. STANDING RULES UPDATES: 1) ADD DIGITAL WALLET POLICY: (A) PAYPAL: THE CURRENT TREASURER'S NAME SHALL SERVE AS THE CONTACT NAME ON THE PAYPAL ACCOUNT. THE EMAIL ADDRESS, PHONE NUMBER, AND MAILING ADDRESS SHALL REMAIN AS: [email protected] (970) 488-4525 1501 SPRINGWOOD DRIVE, FORT COLLINS, CO 80525. (B) VENMO: THE CURRENT TREASURER'S CELL PHONE NUMBER SHALL BE ATTACHED TO THE VENMO ACCOUNT. THE EMAIL ADDRESS SHALL REMAIN: [email protected]
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART V, LINE 34
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0A SCOTT RULON
ReturnHeader/ReturnTs02024-02-09T10:15:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
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