Civic Intelligence

Shell Beach Elementary PTO

990EZ • Fiscal year 2017 • EIN 77-0564619

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

Organization ProfileN/A
2100 Shell Beach RoadPismo Beach, CA 93449

(805) 466-8800

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

31st percentile

-4.4%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

22nd percentile

-17%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$44,989

Down $9,231 (-17%) from 2016

Net Assets

Down

$44,989

Down $9,231 (-17%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Up

$117,670

Up $20,716 (+21%) from 2016

Expenses

Up

$122,846

Up $33,165 (+37%) from 2016

Net Income

Down

-$5,176

Down $12,449 (-171%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$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

2017

Assets$44,989
Liabilities-
Net Assets$44,989
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$117,670
Expenses$122,846
Net Income-$5,176
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$117,670
Mission and Program Overview

Mission

Educational support.

Program Services

DescriptionGrantsExpenses
Educational Support$118,458$54,111
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea HalePresident-$0--
Cindy BrandenburgVice President-$0--
Heather MuranSecretary-$0--
Jennifer HaynerTreasurer-$0--
Nicole MireauPast President-$0--
Filing and Contact Details

Filer

Filer Name
Shell Beach Elementary PTO
EIN
77-0564619
Address
2100 Shell Beach Road, Pismo Beach, CA 93449

Signing Officer

Name
Andrea Hale
Title
President
Signed
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
HHMC Tax Inc
Address
6955 San Luis Ave, Atascadero, CA 93422
Preparer
Jennifer Hayner
Phone
8054668800
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Shell Beach Elementary | Donee's Address: 2100 Shell Beach Road Pismo Beach CA 93449 | Cash Amount Given: $54111 | Date of Gift: -20161231 | Book Value: $54111 | Method Used to Determine BV: FMV | Fair Market Value: $54111 | Method Used to Determine FMV: Cash”

Other Expenses.1002

“Office Expenses $310”

Other Expenses.1012

“Insurance $461”

Other Expenses.1

“Science Camp $12206”

Other Expenses.2

“Class Trips $8686”

Other Expenses.3

“Genevieves $6674”

Other Expenses.4

“Auction $6651”

Other Expenses.5

“Jog-A-Thon $5369”

Other Expenses.6

“Spirit Wear $5020”

Other Expenses.7

“Gift Card $4892”

Other Expenses.8

“Assemblies $4210”

Other Expenses.9

“Other Program Service $3367”

Other Expenses.10

“Jamba Juice $3163”

Other Expenses.11

“Book Fair $2652”

Other Expenses.12

“Trunk or Treat $991”

Other Expenses.13

“Hospitality $692”

Other Expenses.14

“Staff Appreciation $466”

Other Expenses.15

“Repairs & Maintenance $450”

Other Expenses.16

“Bank Charges $101”

Raw XML Appendix185 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jennifer L Hayner
IRS990EZ/BooksInCareOfDetail/PhoneNum08054668800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06955 San Luis Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Atascadero
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093422
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054220
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044989
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5176
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02374
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054220
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044989
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt054111
IRS990EZ/GrossReceiptsAmt0117670
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054220
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044989
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054220
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044989
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrea Hale
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cindy Brandenburg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Heather Muran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer Hayner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nicole Mireau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-4055
IRS990EZ/OtherExpensesTotalAmt066361
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational support.
IRS990EZ/ProgramServiceRevenueAmt0117661
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0118458
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054111
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0122846
IRS990EZ/TotalProgramServiceExpensesAmt0118458
IRS990EZ/TotalRevenueAmt0117670
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0117661
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt096954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt092440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt088170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt049857
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0445082
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0445082
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0117661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt092440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt088170
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049857
IRS990ScheduleA/Total509Grp/TotalAmt0445082
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0117661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096954
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt092440
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt088170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt049857
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0445082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Shell Beach Elementary | Donee's Address: 2100 Shell Beach Road Pismo Beach CA 93449 | Cash Amount Given: $54111 | Date of Gift: -20161231 | Book Value: $54111 | Method Used to Determine BV: FMV | Fair Market Value: $54111 | Method Used to Determine FMV: Cash
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Science Camp $12206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Class Trips $8686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Genevieves $6674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Auction $6651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Jog-A-Thon $5369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Spirit Wear $5020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Gift Card $4892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Assemblies $4210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Other Program Service $3367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Jamba Juice $3163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Book Fair $2652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Trunk or Treat $991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Hospitality $692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Staff Appreciation $466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Repairs & Maintenance $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Bank Charges $101
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Hale
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shell Beach Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0770564619
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 Shell Beach Road
ReturnHeader/Filer/USAddress/CityNm0Pismo Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HHMC Tax Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06955 San Luis Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atascadero
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093422
ReturnHeader/PreparerPersonGrp/PhoneNum08054668800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Hayner
ReturnHeader/ReturnTs02017-11-08T14:20:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,989
Liabilities
-
Net assets
$44,989
Revenue
$117,670
Expenses
$122,846
Net income
-$5,176
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