Civic Intelligence

Liberty Elementary Parent Teacher Organization

EIN 80-0581564 • 501(c)3 • Scottsdale, AZ

Profile

The entity operates as a Parent Teacher Organization

5125 E Marilyn RdScottsdale, AZ 85254

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

24th percentile

-32%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$57,570

Up $9,184 (+19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$57,570

Up $9,184 (+19%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin95th percentile

Revenue

Down

$11,674

Down $5,383 (-32%) from 2022

Expenses

Up

$2,490

Up $925 (+59%) from 2022

Net Income

Down

$9,184

Down $6,308 (-41%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $21,681Net Assets 2011: $21,6812011Assets 2012: $20,353Net Assets 2012: $20,3532012Assets 2013: $27,078Net Assets 2013: $27,0782013Assets 2014: $26,892Net Assets 2014: $26,8922014Assets 2015: $45,534Net Assets 2015: $45,5342015Assets 2016: $52,040Net Assets 2016: $52,0402016Assets 2017: $46,431Liabilities 2017: $02017Assets 2018: $40,154Liabilities 2018: $02018Assets 2020: $53,254Liabilities 2020: $02020Assets 2021: $32,894Liabilities 2021: $0Net Assets 2021: $32,8942021Assets 2022: $48,386Liabilities 2022: $0Net Assets 2022: $48,3862022Assets 2023: $57,570Liabilities 2023: $0Net Assets 2023: $57,5702023

Highlighted filing

2023

Assets$57,570
Liabilities$0
Net Assets$57,570
Open 2023 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2011: $38,926Expenses 2011: $19,463Net Income 2011: $19,4632011Revenue 2012: $47,146Expenses 2012: $48,474Net Income 2012: -$1,3282012Revenue 2013: $47,368Expenses 2013: $40,643Net Income 2013: $6,7252013Revenue 2014: $48,282Expenses 2014: $48,468Net Income 2014: -$1862014Revenue 2015: $43,400Expenses 2015: $24,758Net Income 2015: $18,6422015Revenue 2016: $40,166Expenses 2016: $33,660Net Income 2016: $6,5062016Revenue 2017: $35,302Expenses 2017: $36,199Net Income 2017: -$8972017Revenue 2018: $49,297Expenses 2018: $33,096Net Income 2018: $16,2012018Revenue 2020: $56,382Expenses 2020: $17,533Net Income 2020: $38,8492020Revenue 2021: -$19,856Expenses 2021: $504Net Income 2021: -$20,3602021Revenue 2022: $17,057Expenses 2022: $1,565Net Income 2022: $15,4922022Revenue 2023: $11,674Expenses 2023: $2,490Net Income 2023: $9,1842023

Highlighted filing

2023

Revenue$11,674
Expenses$2,490
Net Income$9,184
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,570
Liabilities
$0
Net assets
$57,570
Revenue
$11,674
Expenses
$2,490
Net income
$9,184
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$57.6$0.00$57.6$11.7$2.49$9.18
2022Detailed filing. Detailed filing data is available for this year.$48.4$0.00$48.4$17.1$1.57$15.5
2021Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$19.9$0.50$20.4
2020Summary only. Only limited summary data is available for this year.$53.3$0.00$56.4$17.5$38.8
2018Summary only. Only limited summary data is available for this year.$40.2$0.00$49.3$33.1$16.2
2017Summary only. Only limited summary data is available for this year.$46.4$0.00$35.3$36.2$0.90
2016Detailed filing. Detailed filing data is available for this year.$52.0$52.0$40.2$33.7$6.51
2015Detailed filing. Detailed filing data is available for this year.$45.5$45.5$43.4$24.8$18.6
2014Detailed filing. Detailed filing data is available for this year.$26.9$26.9$48.3$48.5$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.1$27.1$47.4$40.6$6.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$20.4$47.1$48.5$1.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$21.7$38.9$19.5$19.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 8, 2024
Return Version
2022v5.0
Gross Receipts
$52,692
Mission and Program Overview

Mission

Parent Teacher Organization for Liberty Elementary School

The entity operates as a Parent Teacher Organization

Program Services

DescriptionGrantsExpenses
The organization met its anticipated goals for the year$0$41,018
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Megan SmithPresident-$0--
Amy EmoryVice President-$0--
Kim QuigleySecretary-$0--
Ingrid KontjeTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Liberty Elementary Parent Teacher Organization
EIN
80-0581564
Phone
6024496200
Address
5125 E Marilyn Rd, Scottsdale, AZ 85254

Signing Officer

Name
Ingrid Kontje
Title
Treasurer
Phone
6024496200
Signed
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Richard A Sloane PC
Address
26257 N 42nd St, Phoenix, AZ 85050
Preparer
Richard Sloane
Phone
6027505539
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Insurance $370 Meeting Expenses $620 Total Expenses $990”

Raw XML Appendix194 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Ingrid Kontje
IRS990EZ/BooksInCareOfDetail/PhoneNum06024496200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05125 E Marilyn Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Scottsdale
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085254
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048386
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057570
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt09184
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048386
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057570
IRS990EZ/FundraisingGrossIncomeAmt052692
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt052692
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048386
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057570
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048386
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057570
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Megan Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amy Emory
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kim Quigley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ingrid Kontje
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0990
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The entity operates as a Parent Teacher Organization
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization met its anticipated goals for the year
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041018
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt041018
IRS990EZ/SpecialEventsNetIncomeLossAmt011674
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02490
IRS990EZ/TotalProgramServiceExpensesAmt041018
IRS990EZ/TotalRevenueAmt011674
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06592
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07182
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0590
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06592
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07182
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052692
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt021330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt067750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0200619
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0590
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06592
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07182
IRS990ScheduleA/InvestmentIncomeCYPct00.03341
IRS990ScheduleA/InvestmentIncomePYPct00.05951
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96659
IRS990ScheduleA/PublicSupportPY509Pct00.94049
IRS990ScheduleA/PublicSupportTotal509Amt0207801
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052692
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt021920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt074342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0207801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0214983
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $370 Meeting Expenses $620 Total Expenses $990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Ingrid Kontje
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06024496200
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIBERTY ELEMENTARY PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0800581564
ReturnHeader/Filer/PhoneNum06024496200
ReturnHeader/Filer/USAddress/AddressLine1Txt05125 E Marilyn Rd
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085254
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860805221
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Richard A Sloane PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026257 N 42nd St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085050
ReturnHeader/PreparerPersonGrp/PhoneNum06027505539
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Sloane
ReturnHeader/ReturnTs02024-05-09T19:32:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ingrid
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kontje
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.