Civic Intelligence

Shell Beach Elementary PTO

990EZ • Fiscal year 2018 • EIN 77-0564619

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 27, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

60th percentile

8.1%

Higher net margin than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$52,678

Up $7,689 (+17%) from 2017

Net Assets

Up

$52,678

Up $7,689 (+17%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Down

$95,476

Down $22,194 (-19%) from 2017

Expenses

Down

$87,787

Down $35,059 (-29%) from 2017

Net Income

Up

$7,689

Up $12,865 (+249%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2018

Assets$52,678
Liabilities-
Net Assets$52,678
Open 2018 Filing

Operations Trend

Revenue Growth24th 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

2018

Revenue$95,476
Expenses$87,787
Net Income$7,689
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 27, 2018
Return Version
2017v2.2
Gross Receipts
$95,476
Mission and Program Overview

Mission

Educational support.

Program Services

DescriptionGrantsExpenses
Educational Support$85,988$47,791
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea HalePresident-$0--
Cindy BrandenburgVice President-$0--
Heather MuranSc-$0--
Jennifer HaynerTreasurer-$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
Andrew McManama
Title
President
Signed
2018-09-27
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: $47791 | Date of Gift: 20171231 | Book Value: $47791 | Method Used to Determine BV: FMV | Fair Market Value: $47791 | Method Used to Determine FMV: Cash”

Other Expenses.1002

“Office Expenses $196”

Other Expenses.1012

“Insurance $681”

Other Expenses.1

“Class Trips $7491”

Other Expenses.2

“Auction $6338”

Other Expenses.3

“Spirit Wear $4662”

Other Expenses.4

“Book Fair $4639”

Other Expenses.5

“Jamba Juice $4136”

Other Expenses.6

“Jog-A-Thon $3697”

Other Expenses.7

“Assemblies $2195”

Other Expenses.8

“Other Program Service $1794”

Other Expenses.9

“Talent Show $1291”

Other Expenses.10

“Staff Appreciation $792”

Other Expenses.11

“Hospitality $710”

Other Expenses.12

“Science Camp $653”

Other Expenses.13

“Trunk or Treat $509”

Other Expenses.14

“Bank Charges $12”

Raw XML Appendix175 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039796
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational support.
IRS990EZ/ProgramServiceRevenueAmt095476
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt085988
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047791
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087787
IRS990EZ/TotalProgramServiceExpensesAmt085988
IRS990EZ/TotalRevenueAmt095476
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt095476
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt092440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088170
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt092440
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088170
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0490701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Shell Beach Elementary | Donee's Address: 2100 Shell Beach Road Pismo Beach CA 93449 | Cash Amount Given: $47791 | Date of Gift: 20171231 | Book Value: $47791 | Method Used to Determine BV: FMV | Fair Market Value: $47791 | Method Used to Determine FMV: Cash
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Class Trips $7491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Auction $6338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Spirit Wear $4662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Book Fair $4639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Jamba Juice $4136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Jog-A-Thon $3697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Assemblies $2195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other Program Service $1794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Talent Show $1291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Staff Appreciation $792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Hospitality $710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Science Camp $653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Trunk or Treat $509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Bank Charges $12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrew McManama
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-27
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/PreparerFirmEIN0371771567
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/ReturnTs02018-09-27T10:25:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,678
Liabilities
-
Net assets
$52,678
Revenue
$95,476
Expenses
$87,787
Net income
$7,689
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