Civic Intelligence

Liberty Elementary Parent Teacher Organization

990EZ • Fiscal year 2015 • EIN 80-0581564

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 21, 2015

Organization ProfileN/A
5125 E Marilyn RdScottsdale, AZ 85254

(602) 449-6200

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

87th percentile

69%

Faster asset growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$45,534

Up $18,642 (+69%) from 2014

Net Assets

Up

$45,534

Up $18,642 (+69%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Down

$43,400

Down $4,882 (-10%) from 2014

Expenses

Down

$24,758

Down $23,710 (-49%) from 2014

Net Income

Up

$18,642

Up $18,828 (+10123%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$45,534
Liabilities-
Net Assets$45,534
Open 2015 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$43,400
Expenses$24,758
Net Income$18,642
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 21, 2015
Return Version
2014v5.0
Gross Receipts
$82,362
Mission and Program Overview

Mission

Parent Teacher Organization for Liberty Elementary School

Program Services

DescriptionGrantsExpenses
TEACHER SUPPORT CLASSROOM STARTUP FUNDS, TEACHER APPRECIATION, LIBRARY BOOKS, EQUIPMENT BENEFITTED APPROXIMATELY 55 STAFF AND 580 STUDENTS-$11,376
STUDENT ACADEMIC SUPPORT BOOKS AND SUPPLIES, FIELD TRIPS, EXTRACURRICULAR SUPPORT BENEFITTED APPROXIMATELY 580 STUDENTS-$8,134
SCHOOL SOCIAL EVENTS PROMOTE GOODWILL AT SCHOOL BENEFITTED APPROXIMATELY 580 STUDENTS AND 55 STAFF-$2,684
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISHA SHAPCOTTPresident-$0--
CAROLYN MORESKIVice President-$0--
AMANDA BELLIVEAUTreasurerPT$0--
DAVE CARLSONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run Fundraiser$37,245$37,245$19,847$17,398
Carnival/Silent Auction$15,629$15,629$456$15,173
Total Events$61,827$61,827$27,465$34,362
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
Amanda Belliveau
Title
Treasurer
Phone
6024496200
Signed
2015-09-21
Discuss with paid preparer
Yes

Preparer

Firm
Grandview Bookkeeping & Tax Solutions LLC
Address
6616 E GRANDVIEW DR, SCOTTSDALE, AZ 85254-5672
Preparer
Mahjabeen Bonnie Mcdaniels
Phone
6023180360
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Academic support 8134. Insurance and bonding 370. Memberships 75. Office supplies/bank fees 524. Other 73. School social events 2684. Teacher/administrative support 11376. School technology 1297.”

Raw XML Appendix169 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/BooksInCareOfDetail/USAddress/CityNm0SCOTTSDALE
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVE CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024533
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Organization for Liberty Elementary School
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ACADEMIC SUPPORT BOOKS AND SUPPLIES, FIELD TRIPS, EXTRACURRICULAR SUPPORT BENEFITTED APPROXIMATELY 580 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER SUPPORT CLASSROOM STARTUP FUNDS, TEACHER APPRECIATION, LIBRARY BOOKS, EQUIPMENT BENEFITTED APPROXIMATELY 55 STAFF AND 580 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL SOCIAL EVENTS PROMOTE GOODWILL AT SCHOOL BENEFITTED APPROXIMATELY 580 STUDENTS AND 55 STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08134
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111376
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22684
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt038962
IRS990EZ/SpecialEventsNetIncomeLossAmt038632
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024758
IRS990EZ/TotalProgramServiceExpensesAmt022194
IRS990EZ/TotalRevenueAmt043400
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04762
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt053772
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt077594
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt096058
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt096921
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt082364
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt035880
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0388817
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082356
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt091612
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Carnival/Silent Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037245
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03344
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt03621
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACADEMIC SUPPORT 8134. INSURANCE AND BONDING 370. MEMBERSHIPS 75. OFFICE SUPPLIES/BANK FEES 524. OTHER 73. SCHOOL SOCIAL EVENTS 2684. TEACHER/ADMINISTRATIVE SUPPORT 11376. SCHOOL TECHNOLOGY 1297.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA BELLIVEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06024496200
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-21
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANDVIEW BOOKKEEPING & TAX SOLUTIONS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06616 E GRANDVIEW DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0852545672
ReturnHeader/PreparerPersonGrp/PhoneNum06023180360
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAHJABEEN BONNIE MCDANIELS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-02T13:17:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,534
Liabilities
-
Net assets
$45,534
Revenue
$43,400
Expenses
$24,758
Net income
$18,642
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