Civic Intelligence

Liberty Elementary Parent Teacher Organization

990EZ • Fiscal year 2021 • EIN 80-0581564

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 25, 2022

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

56th percentile

0.00x

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

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

100th percentile

103%

Higher net margin than 100% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

Asset Growth

11th percentile

-38%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Assets

Down

$32,894

Down $20,360 (-38%) from 2020

Net Assets

$32,894

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

-$19,856

Down $76,238 (-135%) from 2020

Expenses

Down

$504

Down $17,029 (-97%) from 2020

Net Income

Down

-$20,360

Down $59,209 (-152%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$32,894
Liabilities$0
Net Assets$32,894

Operations Trend

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

2021

Revenue-$19,856
Expenses$504
Net Income-$20,360
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 25, 2022
Return Version
2020v4.0
Gross Receipts
$21,923
Mission and Program Overview

Mission

Parent Teacher Organization for Liberty Elementary School

The entity operates as a Parent Teacher Organization

Program Services

DescriptionGrantsExpenses
The entity fell short of it's goals due to Covid-19 issues.$0$41,779
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy EmoryPresident-$0--
Breezy PerkinsTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Total for year$21,330$21,330$41,779$-20,449
Total Events$21,330$21,330$41,779$-20,449
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
Breezy Perkins
Title
Treasurer
Phone
6024496200
Signed
2022-08-25
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 Registrations $20 Supplies $106

Raw XML Appendix199 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Breezy Perkins
IRS990EZ/BooksInCareOfDetail/PhoneNum06024496200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05125 E Marilyn Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Scottsdale
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085254
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053254
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-20360
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt021923
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amy Emory
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Breezy Perkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0496
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The entity operates as a Parent Teacher Organization
IRS990EZ/PrintingPublicationsPostageAmt08
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The entity fell short of it's goals due to Covid-19 issues.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041779
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt041779
IRS990EZ/SpecialEventsNetIncomeLossAmt0-20449
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0504
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IRS990EZ/TotalRevenueAmt0-19856
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06592
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022610
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0590
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06592
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07103
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08325
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt022610
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt063556
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt080347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0232983
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0590
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06592
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07103
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08325
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt022610
IRS990ScheduleA/InvestmentIncomeCYPct00.08127
IRS990ScheduleA/InvestmentIncomePYPct00.00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91873
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0255593
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt021920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt074342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088672
IRS990ScheduleA/Total509Grp/TotalAmt0255593
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt077762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096997
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0278203
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041779
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Total for year
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021330
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021330
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-20449
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041779
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt041779
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $370 Registrations $20 Supplies $106
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0This is first year this treasurer has taken over the books. It took much time to receive the information necessary to file a complete and accurate return. Additionally Covid-19 restrictions caused issues in getting the return completed.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Breezy Perkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06024496200
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-25
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/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/PreparationDt02022-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Sloane
ReturnHeader/ReturnTs02022-08-26T10:10:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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