Civic Intelligence

Shell Beach Elementary PTO

990EZ • Fiscal year 2019 • EIN 77-0564619

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 19, 2019

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

(805) 466-8800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$63,047

Up $10,369 (+20%) from 2018

Net Assets

Up

$63,047

Up $10,369 (+20%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$112,664

Up $17,188 (+18%) from 2018

Expenses

Up

$102,295

Up $14,508 (+17%) from 2018

Net Income

Up

$10,369

Up $2,680 (+35%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$63,047
Liabilities-
Net Assets$63,047
Open 2019 Filing

Operations Trend

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

2019

Revenue$112,664
Expenses$102,295
Net Income$10,369
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 19, 2019
Return Version
2018v3.1
Gross Receipts
$112,664
Mission and Program Overview

Mission

Educational support.

Program Services

DescriptionGrantsExpenses
Educational Support$39,142$63,153
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea HaleTreasurer-$0--
Cindy BrandenburgPresident-$0--
Heather NelsonVice President-$0--
Donna CettolinSecretary-$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
Cindy Brandenburg
Title
President
Signed
2019-09-19
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: $63253 | Date of Gift: 20181231 | Book Value: $63253 | Method Used to Determine BV: FMW | Fair Market Value: $63253 | Method Used to Determine FMV: Cash”

Other Expenses.1002

“Office Expenses $420”

Other Expenses.1012

“Insurance $550”

Other Expenses.1

“See's Candy $11290”

Other Expenses.2

“Auction $6418”

Other Expenses.3

“Jog-A-Thon $4368”

Other Expenses.4

“Book Fair $4025”

Other Expenses.5

“Genevieves $3846”

Other Expenses.6

“Jamba Juice $3755”

Other Expenses.7

“Trunk or Treat $2104”

Other Expenses.8

“Staff Appreciation $804”

Other Expenses.9

“Hospitality $752”

Other Expenses.10

“Spirit Wear $288”

Other Expenses.11

“Spelling Bee $202”

Other Expenses.12

“Talent Show $162”

Other Expenses.13

“Bank Charges $58”

Raw XML Appendix173 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/BOYAmt052678
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063047
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010369
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052678
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063047
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt063253
IRS990EZ/GrossReceiptsAmt0112664
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0171
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052678
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063047
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052678
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063047
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrea Hale
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cindy Brandenburg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Heather Nelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Donna Cettolin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039042
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational support.
IRS990EZ/ProgramServiceRevenueAmt0112493
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039142
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063153
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102295
IRS990EZ/TotalProgramServiceExpensesAmt039142
IRS990EZ/TotalRevenueAmt0112664
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0112492
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt095476
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0117661
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt096954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt092440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0515023
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0515023
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0112492
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0117661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt096954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt092440
IRS990ScheduleA/Total509Grp/TotalAmt0515023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0112492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt095476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0117661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt096954
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt092440
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0515023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Shell Beach Elementary | Donee's Address: 2100 Shell Beach Road Pismo Beach CA 93449 | Cash Amount Given: $63253 | Date of Gift: 20181231 | Book Value: $63253 | Method Used to Determine BV: FMW | Fair Market Value: $63253 | Method Used to Determine FMV: Cash
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3See's Candy $11290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Auction $6418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Jog-A-Thon $4368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Book Fair $4025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Genevieves $3846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Jamba Juice $3755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Trunk or Treat $2104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Staff Appreciation $804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Hospitality $752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Spirit Wear $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Spelling Bee $202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Talent Show $162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Bank Charges $58
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
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cindy Brandenburg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-19
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/ReturnTs02019-09-19T08:26:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,047
Liabilities
-
Net assets
$63,047
Revenue
$112,664
Expenses
$102,295
Net income
$10,369
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