Civic Intelligence

Shell Beach Elementary PTO

EIN 77-0564619 • 501(c)3 • Pismo Beach, CA

Pub. 78 Eligible990-N Coverage

Profile

Educational support.

2100 Shell Beach RoadPismo Beach, CA 93449

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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

83rd percentile

33%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$135,821

Up $33,835 (+33%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$135,821

Up $33,835 (+33%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin87th percentile

Revenue

Up

$80,094

Up $12,639 (+19%) from 2023

Expenses

Down

$46,259

Down $8,482 (-15%) from 2023

Net Income

Up

$33,835

Up $21,121 (+166%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$150K$100K$50K$0Assets 2014: $62,912Net Assets 2014: $62,9122014Assets 2015: $46,947Net Assets 2015: $46,9472015Assets 2016: $54,220Net Assets 2016: $54,2202016Assets 2017: $44,989Net Assets 2017: $44,9892017Assets 2018: $52,678Net Assets 2018: $52,6782018Assets 2019: $63,047Net Assets 2019: $63,0472019Assets 2020: $63,716Net Assets 2020: $63,7162020Assets 2021: $60,967Net Assets 2021: $60,9672021Assets 2022: $89,272Net Assets 2022: $89,2722022Assets 2023: $101,986Net Assets 2023: $101,9862023Assets 2024: $135,821Net Assets 2024: $135,8212024

Highlighted filing

2024

Assets$135,821
Liabilities-
Net Assets$135,821
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $88,170Expenses 2014: $86,080Net Income 2014: $2,0902014Revenue 2015: $92,440Expenses 2015: $108,405Net Income 2015: -$15,9652015Revenue 2016: $96,954Expenses 2016: $89,681Net Income 2016: $7,2732016Revenue 2017: $117,670Expenses 2017: $122,846Net Income 2017: -$5,1762017Revenue 2018: $95,476Expenses 2018: $87,787Net Income 2018: $7,6892018Revenue 2019: $112,664Expenses 2019: $102,295Net Income 2019: $10,3692019Revenue 2020: $49,352Expenses 2020: $48,753Net Income 2020: $5992020Revenue 2021: $26,004Expenses 2021: $28,753Net Income 2021: -$2,7492021Revenue 2022: $62,333Expenses 2022: $34,028Net Income 2022: $28,3052022Revenue 2023: $67,455Expenses 2023: $54,741Net Income 2023: $12,7142023Revenue 2024: $80,094Expenses 2024: $46,259Net Income 2024: $33,8352024

Highlighted filing

2024

Revenue$80,094
Expenses$46,259
Net Income$33,835
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$135,821
Liabilities
-
Net assets
$135,821
Revenue
$80,094
Expenses
$46,259
Net income
$33,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$1.36$0.80$0.46$0.34
2023Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.67$0.55$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.62$0.34$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.26$0.29$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.49$0.49$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.63$1.13$1.02$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.95$0.88$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.45$1.18$1.23$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.97$0.90$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.92$1.08$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.88$0.86$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 29, 2024
Return Version
2023v5.1
Gross Receipts
$130,746
Mission and Program Overview

Mission

Educational support.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SCHOOL COMMUNITY PROGRAMS, EVENTS AND GENERAL SUPPORT-$46,259
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETINA SODERQUISTPresident-$0--
KATRINA LAWTONTreasurer-$0--
RACHEL MUETZELSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jobg a Thon$53,489$53,489$26,105$27,384
Auction Dinner$46,873$46,873$12,696$34,177
Total Events$129,441$129,441$50,652$78,789
Filing and Contact Details

Filer

Filer Name
Shell Beach Elementary Pto
EIN
77-0564619
Phone
8054743760
Address
2100 SHELL BEACH ROAD, Pismo Beach, CA 93449

Signing Officer

Name
Katrina Lawton
Title
Secretary
Phone
8054743760
Signed
2024-10-29
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
4801 EL CAMINO REAL, ATASCADERO, CA 93422
Preparer
William Gallant
Phone
8004725625
Supplemental Narrative

Additional Explanations

Form 990EZ Part III - Organizations Primary Exempt Purpose

“The pto functions to enhance the educational experience for the students of shell beach elementary school by fostering the partnership between parents, teachers, and administrators. The objective is to support the school mission through volunteerism and financial contributions and to facilitate communication. The shool provides an educationsl environment in which students, staff, parents and community work together to ensure that all students learn and meet their full potential”

Form 990EZ Part I Line 16

“Emergency food & water - $160”

Form 990EZ Part I Line 16

“HOSPITALITY - $2308”

Raw XML Appendix168 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt042684
IRS990EZ/BooksInCareOfDetail/PersonNm0KATRINA LAWTON
IRS990EZ/BooksInCareOfDetail/PhoneNum08054743760
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02100 SHELL BEACH RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pismo Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093449
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0101986
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0135821
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01305
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033835
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0757
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0101986
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0135821
IRS990EZ/FundraisingGrossIncomeAmt0129441
IRS990EZ/GrossReceiptsAmt0130746
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101986
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0135821
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0101986
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0135821
IRS990EZ/OccupancyRentUtltsAndMaintAmt050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETINA SODERQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATRINA LAWTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL MUETZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02468
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt0300
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL COMMUNITY PROGRAMS, EVENTS AND GENERAL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046259
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt050652
IRS990EZ/SpecialEventsNetIncomeLossAmt078789
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046259
IRS990EZ/TotalProgramServiceExpensesAmt046259
IRS990EZ/TotalRevenueAmt080094
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03492
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0129441
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0124337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0119237
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047992
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt085769
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0506776
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0510268
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0130746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0124337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0121424
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047992
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085769
IRS990ScheduleA/Total509Grp/TotalAmt0510268
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0130746
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0124339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0121430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt085780
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0510300
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt050652
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOBG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt053489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt029079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0129441
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt053489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt029079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0129441
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt078789
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011851
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt050652
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012696
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt026105
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PTO FUNCTIONS TO ENHANCE THE EDUCATIONAL EXPERIENCE FOR THE STUDENTS OF SHELL BEACH ELEMENTARY SCHOOL BY FOSTERING THE PARTNERSHIP BETWEEN PARENTS, TEACHERS, AND ADMINISTRATORS. THE OBJECTIVE IS TO SUPPORT THE SCHOOL MISSION THROUGH VOLUNTEERISM AND FINANCIAL CONTRIBUTIONS AND TO FACILITATE COMMUNICATION. THE SHOOL PROVIDES AN EDUCATIONSL ENVIRONMENT IN WHICH STUDENTS, STAFF, PARENTS AND COMMUNITY WORK TOGETHER TO ENSURE THAT ALL STUDENTS LEARN AND MEET THEIR FULL POTENTIAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EMERGENCY FOOD & WATER - $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOSPITALITY - $2308
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART III - ORGANIZATIONS PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KATRINA LAWTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08054743760
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELL BEACH ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0770564619
ReturnHeader/Filer/PhoneNum08054743760
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 SHELL BEACH ROAD
ReturnHeader/Filer/USAddress/CityNm0Pismo Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093449
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770417452
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04801 EL CAMINO REAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATASCADERO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093422
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Gallant
ReturnHeader/ReturnTs02024-10-29T21:00:50Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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