Civic Intelligence

Shell Beach Elementary PTO

990EZ • Fiscal year 2020 • EIN 77-0564619

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 21, 2020

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

(805) 474-3760

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

44th percentile

1.2%

Higher net margin than 44% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

46th percentile

1.1%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-56%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$63,716

Up $669 (+1.1%) from 2019

Net Assets

Up

$63,716

Up $669 (+1.1%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Down

$49,352

Down $63,312 (-56%) from 2019

Expenses

Down

$48,753

Down $53,542 (-52%) from 2019

Net Income

Down

$599

Down $9,770 (-94%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2020

Assets$63,716
Liabilities-
Net Assets$63,716
Open 2020 Filing

Operations Trend

Revenue Growth18th 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

2020

Revenue$49,352
Expenses$48,753
Net Income$599
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 21, 2020
Return Version
2019v5.0
Gross Receipts
$85,780
Mission and Program Overview

Mission

Educational support.

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 school provides an educational environment in which students, staff, parents and community work together to ensure that all students learn and meet their full potential.

Program Services

DescriptionGrantsExpenses
School Community Programs, Events and General Support$47,918-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea HaleTreasurer-$0--
Cindy BrandenburgPresident-$0--
Heather NelsonVice President-$0--
Donna CettolinSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-A-Thon$31,753$31,753$4,335$27,418
Book Fair, Fall Festival and Other$21,701$21,701$8,570$13,131
Total Events$85,769$85,769$36,428$49,341
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
Cindy Brandenburg
Title
President
Signed
2020-08-21
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

“Instructional Support $38561”

Other Expenses.2

“Class Trips $3545”

Other Expenses.3

“Assemblies $2337”

Other Expenses.4

“Year Book $1474”

Other Expenses.5

“Hospitality $815”

Other Expenses.6

“Campus Improvements $701”

Other Expenses.7

“Operations $575”

Other Expenses.8

“Talent Show $485”

Other Expenses.9

“Meetings $210”

Other Expenses.10

“Taxes $50”

Raw XML Appendix182 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/PersonNm2Heather Nelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Donna Cettolin
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt070
IRS990EZ/OtherExpensesTotalAmt048753
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School Community Programs, Events and General Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt047918
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt036428
IRS990EZ/SpecialEventsNetIncomeLossAmt049341
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt085769
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt085769
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0112492
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031753
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021701
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Instructional Support $38561
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class Trips $3545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Assemblies $2337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Year Book $1474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Hospitality $815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Campus Improvements $701
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Talent Show $485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Meetings $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Taxes $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cindy Brandenburg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-21
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/PreparerFirmGrp/PreparerFirmEIN0371771567
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06955 San Luis Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atascadero
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093422
ReturnHeader/PreparerPersonGrp/PhoneNum08054668800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott R Hayner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-21T08:41:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,716
Liabilities
-
Net assets
$63,716
Revenue
$49,352
Expenses
$48,753
Net income
$599
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