Civic Intelligence

Liberty Elementary Parent Teacher Organization

990EZ • Fiscal year 2016 • EIN 80-0581564

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 16, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-7.5%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$52,040

Up $6,506 (+14%) from 2015

Net Assets

Up

$52,040

Up $6,506 (+14%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Down

$40,166

Down $3,234 (-7.5%) from 2015

Expenses

Up

$33,660

Up $8,902 (+36%) from 2015

Net Income

Down

$6,506

Down $12,136 (-65%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2016

Assets$52,040
Liabilities-
Net Assets$52,040
Open 2016 Filing

Operations Trend

Revenue Growth37th 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

2016

Revenue$40,166
Expenses$33,660
Net Income$6,506
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 16, 2016
Return Version
2015v2.1
Gross Receipts
$88,683
Mission and Program Overview

Mission

Parent Teacher Organization for Liberty Elementary School

Program Services

DescriptionGrantsExpenses
STUDENT ACADEMIC SUPPORT BOOKS AND SUPPLIES, FIELD TRIPS, EXTRACURRICULAR SUPPORT BENEFITTED APPROXIMATELY 580 STUDENTS-$16,107
TEACHER SUPPORT CLASSROOM STARTUP FUNDS, TEACHER APPRECIATION, LIBRARY BOOKS, EQUIPMENT BENEFITTED APPROXIMATELY 55 STAFF AND 580 STUDENTS-$13,012
SCHOOL SOCIAL EVENTS PROMOTE GOODWILL AT SCHOOL BENEFITTED APPROXIMATELY 580 STUDENTS AND 55 STAFF-$2,095
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISHA SHAPCOTTPresident-$0--
AMELIA JORDANVice President-$0--
AMANDA BELLIVEAUTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival/Silent Auction----
Fun Run Fundraiser----
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
2016-11-16
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 16107.”

Form 990EZ, Part I, Line 16

“Insurance and bonding 370.”

Form 990EZ, Part I, Line 16

“MEMBERSHIPS 75.”

Form 990EZ, Part I, Line 16

“Office supplies/bank fees 1096.”

Form 990EZ, Part I, Line 16

“School social events 2095.”

Form 990EZ, Part I, Line 16

“Teacher/administrative support 13013.”

Form 990EZ, Part I, Line 16

“SCHOOL TECHNOLOGY 679.”

Raw XML Appendix162 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0AMANDA BELLIVEAU
IRS990EZ/BooksInCareOfDetail/PhoneNum06024496200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05125 E MARILYN RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCOTTSDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085254
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045534
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052040
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08325
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06506
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045534
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052040
IRS990EZ/FundraisingGrossIncomeAmt080347
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt088683
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045534
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052040
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045534
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALISHA SHAPCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMELIA JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA BELLIVEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033435
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/ProgramServiceExpensesAmt016107
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113012
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22095
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt048517
IRS990EZ/SpecialEventsNetIncomeLossAmt031830
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033660
IRS990EZ/TotalProgramServiceExpensesAmt031214
IRS990EZ/TotalRevenueAmt040166
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04762
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037924
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt080347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt077594
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt096058
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt096921
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt082364
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0433284
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0471208
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt088672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0103626
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0104942
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt091612
IRS990ScheduleA/Total509Grp/TotalAmt0471208
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0471228
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Carnival/Silent Auction
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACADEMIC SUPPORT 16107.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE AND BONDING 370.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIPS 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE SUPPLIES/BANK FEES 1096.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL SOCIAL EVENTS 2095.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER/ADMINISTRATIVE SUPPORT 13013.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOOL TECHNOLOGY 679.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA BELLIVEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06024496200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-16
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/PreparationDt02016-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAHJABEEN BONNIE MCDANIELS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-12-02T13:41:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,040
Liabilities
-
Net assets
$52,040
Revenue
$40,166
Expenses
$33,660
Net income
$6,506
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