Civic Intelligence

Shell Beach Elementary PTO

990EZ • Fiscal year 2021 • EIN 77-0564619

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 07, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

24th percentile

-11%

Higher net margin than 24% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

33rd percentile

-4.3%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-47%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$60,967

Down $2,749 (-4.3%) from 2020

Net Assets

Down

$60,967

Down $2,749 (-4.3%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Down

$26,004

Down $23,348 (-47%) from 2020

Expenses

Down

$28,753

Down $20,000 (-41%) from 2020

Net Income

Down

-$2,749

Down $3,348 (-559%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2021

Assets$60,967
Liabilities-
Net Assets$60,967
Open 2021 Filing

Operations Trend

Revenue Growth17th 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

2021

Revenue$26,004
Expenses$28,753
Net Income-$2,749
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 7, 2021
Return Version
2020v4.0
Gross Receipts
$48,005
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--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna CettolinTreasurer-$0--
Cindy BrandenburgPresident-$0--
Amanda HeisdorfSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$26,110$26,110$12,169$13,941
Sees Candy$9,103$9,103$6,594$2,509
Total Events$42,990$42,990$18,763$24,227
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
Donna Cettolin
Title
Treasurer
Signed
2021-09-07
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

Other Expenses.1

“Instructional Support $21611”

Other Expenses.2

“Campus Safety Equipment $2000”

Other Expenses.3

“Teacher Support $1668”

Other Expenses.4

“Staff Appreciation $1430”

Other Expenses.5

“PayPal & Square Processing $1263”

Other Expenses.6

“Operations $564”

Other Expenses.7

“Hospitality $192”

Other Expenses.8

“Taxes $25”

Raw XML Appendix178 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Instructional Support $21611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Campus Safety Equipment $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Support $1668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Staff Appreciation $1430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PayPal & Square Processing $1263
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ReturnHeader/BusinessOfficerGrp/PersonNm0Donna Cettolin
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ReturnHeader/Filer/EIN0770564619
ReturnHeader/Filer/PhoneNum08054743760
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ReturnHeader/Filer/USAddress/CityNm0Pismo Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum08054668800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Hayner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-07T14:10:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Donna
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cettolin
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,967
Liabilities
-
Net assets
$60,967
Revenue
$26,004
Expenses
$28,753
Net income
-$2,749
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