Civic Intelligence

Shell Beach Elementary PTO

990EZ • Fiscal year 2023 • EIN 77-0564619

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 18, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

68th percentile

14%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

8.2%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$101,986

Up $12,714 (+14%) from 2022

Net Assets

Up

$101,986

Up $12,714 (+14%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$67,455

Up $5,122 (+8.2%) from 2022

Expenses

Up

$54,741

Up $20,713 (+61%) from 2022

Net Income

Down

$12,714

Down $15,591 (-55%) from 2022

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

2023

Assets$101,986
Liabilities-
Net Assets$101,986

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

2023

Revenue$67,455
Expenses$54,741
Net Income$12,714
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 18, 2023
Return Version
2022v5.0
Gross Receipts
$124,339
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-$52,002
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna CettolinTreasurer-$0--
Maryanne HobinPresident-$0--
Megan DowningSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Be Strong A-Thon$51,703$51,703$17,000$34,703
Auction Dinner$33,641$33,641$9,704$23,937
Total Events$122,426$122,426$54,087$68,339
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
2023-09-18
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 $22500

Other Expenses.2

Teacher Support $9053

Other Expenses.3

General School Support $6467

Other Expenses.4

Accelerated Reader $4076

Other Expenses.5

Staff Appreciation $3254

Other Expenses.6

Class Trips $2744

Other Expenses.7

Assemblies $2705

Other Expenses.8

PayPal & Stripe & Venmo P Fees $1431

Other Expenses.9

Hospitality $1203

Other Expenses.10

Operations $1183

Other Expenses.11

Taxes $125

Raw XML Appendix187 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 $22500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher Support $9053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2General School Support $6467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accelerated Reader $4076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Staff Appreciation $3254
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Assemblies $2705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PayPal & Stripe & Venmo P Fees $1431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Hospitality $1203
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donna Cettolin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-18
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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
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Hayner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-18T15:11:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Donna
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cettolin
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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