Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2023 • EIN 74-2457893
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
38th percentile
Higher net margin than 38% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
40th percentile
Faster asset growth than 40% of similar nonprofits.
Revenue Growth
46th percentile
Faster revenue growth than 46% of similar nonprofits.
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
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.
| Description | Grants | Expenses |
|---|---|---|
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BRITT MACTAVISH | President | - | $0 | - | - |
| TRAVIS HITT | Vice Preside | - | $0 | - | - |
| WAYNE THORNES | 2nd Vice Pre | - | $0 | - | - |
| APRIL PRICE | Past Preside | - | $0 | - | - |
| KELLI WALLACE | Treasurer | - | $0 | - | - |
| HEIDI HABBINGA | Secretary | - | $0 | - | - |
| SARAH WAIBLE | Member At La | - | $0 | - | - |
| NICOLE BOOKER | Member At La | - | $0 | - | - |
| DAVID WORFORD | Sac Represen | - | $0 | - | - |
| MARISA WILLIAMS | Ways & Means | - | $0 | - | - |
| BECKY WOODCOX | Staff Repres | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net 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 |
“Name: shepardson stem elementary address: 1501 springwood drive fort collins, co 80525 cash contribution: 20,000”
“Expenses office 1,728 other expenses 6,740 total 8,468”
“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.”
“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.”
“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]”
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/PersonNm | 0 | MARISA WILLIAMS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9702194363 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1501 SPRINGWOOD DR |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FORT COLLINS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CO |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 80525 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 23887 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 22933 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | true |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 58322 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -954 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 23887 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 22933 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 8344 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 39720 |
| IRS990EZ/GrossReceiptsAmt | 0 | 66666 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 23887 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 22933 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 23887 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 22933 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | BRITT MACTAVISH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TRAVIS HITT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | WAYNE THORNES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | APRIL PRICE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KELLI WALLACE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | HEIDI HABBINGA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | SARAH WAIBLE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | NICOLE BOOKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | DAVID WORFORD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | MARISA WILLIAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | BECKY WOODCOX |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | 2ND VICE PRE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | MEMBER AT LA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | MEMBER AT LA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | SAC REPRESEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | WAYS & MEANS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | STAFF REPRES |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 8468 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 15520 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 4200 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 20000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 18829 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 5095 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 24264 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 19432 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -11088 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 48188 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 48188 |
| IRS990EZ/TotalRevenueAmt | 0 | 47234 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://SHEPARDSONPTO.WEEBLY.COM/ |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 58322 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 14566 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 11401 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 19844 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 11708 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 115841 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 167356 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 115841 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 58322 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 14566 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 11401 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 19844 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 11708 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 115841 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 115841 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 39226 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 13067 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt | 0 | 20003 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt | 0 | 6156 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 18136 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | TRIVIA NIGHT |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | READ-A-THON |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 21411 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 20003 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 6156 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 47570 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 8344 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 8344 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | -9792 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 339 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 18136 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 15792 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 2005 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | NAME: SHEPARDSON STEM ELEMENTARY ADDRESS: 1501 SPRINGWOOD DRIVE FORT COLLINS, CO 80525 CASH CONTRIBUTION: 20,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OFFICE 1,728 OTHER EXPENSES 6,740 TOTAL 8,468 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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] |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 30 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART V, LINE 34 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TRAVIS HITT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4052262528 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-01-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SHEPARDSON PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SHEP |
| ReturnHeader/Filer/EIN | 0 | 742457893 |
| ReturnHeader/Filer/PhoneNum | 0 | 9702194363 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1501 SPRINGWOOD DR |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FORT COLLINS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 80525 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 841483675 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | RLR LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1235 RIVERSIDE AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | FORT COLLINS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 805243218 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9706925300 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-01-22 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | A SCOTT RULON |
| ReturnHeader/ReturnTs | 0 | 2024-02-09T10:15:50-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | TRAVIS |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | HITT |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.