Civic Intelligence

Shades Cahaba Elementary PTO

990 • Fiscal year 2024 • EIN 81-3022015

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 08, 2024

Organization ProfileWWW.SCESPTO.MEMBERSHIPTOOLKIT.COM
3001 Independence DriveHomewood, AL 35209

(205) 871-1113

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

20th percentile

-19%

Higher net margin than 20% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

32nd percentile

-9.9%

Faster asset growth than 32% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

4.1%

Faster revenue growth than 52% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$210,045

Down $23,022 (-9.9%) from 2023

Net Assets

Down

$210,045

Down $23,022 (-9.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin20th percentile

Revenue

Up

$123,664

Up $4,878 (+4.1%) from 2023

Expenses

Up

$146,686

Up $44,407 (+43%) from 2023

Net Income

Down

-$23,022

Down $39,529 (-239%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$300K$200K$100K$0Assets 2017: $110,940Liabilities 2017: $02017Assets 2018: $145,948Liabilities 2018: $02018Assets 2019: $155,099Liabilities 2019: $02019Assets 2020: $146,369Liabilities 2020: $02020Assets 2021: $181,965Liabilities 2021: $0Net Assets 2021: $181,9652021Assets 2022: $216,560Liabilities 2022: $0Net Assets 2022: $216,5602022Assets 2023: $233,067Liabilities 2023: $0Net Assets 2023: $233,0672023Assets 2024: $210,045Liabilities 2024: $0Net Assets 2024: $210,0452024Assets 2025: $213,839Liabilities 2025: $0Net Assets 2025: $213,8392025

Highlighted filing

2024

Assets$210,045
Liabilities$0
Net Assets$210,045
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2017: $124,614Expenses 2017: $96,000Net Income 2017: $28,6142017Revenue 2018: $85,621Expenses 2018: $50,613Net Income 2018: $35,0082018Revenue 2019: $89,786Expenses 2019: $80,635Net Income 2019: $9,1512019Revenue 2020: $81,766Expenses 2020: $90,496Net Income 2020: -$8,7302020Revenue 2021: $93,884Expenses 2021: $58,288Net Income 2021: $35,5962021Revenue 2022: $106,269Expenses 2022: $71,674Net Income 2022: $34,5952022Revenue 2023: $118,786Expenses 2023: $102,279Net Income 2023: $16,5072023Revenue 2024: $123,664Expenses 2024: $146,686Net Income 2024: -$23,0222024Revenue 2025: $190,173Expenses 2025: $186,379Net Income 2025: $3,7942025

Highlighted filing

2024

Revenue$123,664
Expenses$146,686
Net Income-$23,022
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$207,988
Mission and Program Overview

Mission

The pto exists to support the staff and students of shades cahaba elementary school (the "school") by providing and promoting a dedicated and innovative community of parents, teachers and supporters through the volunteering of time and talents, the demonstration of exceptional character and the management and allocation of fundraising.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$233,067$210,045▼ $23,022
Savings and Temporary Cash Investments$189,464$187,213▼ $2,251
Cash and Non-Interest-Bearing Accounts$43,603$22,832▼ $20,771
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$233,067$210,045▼ $23,022
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$233,067$210,045▼ $23,022
Total Liabilities and Net Assets / Fund Balance$233,067$210,045▼ $23,022
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Meredith MoorerPresident
Amy StrongPredisent Elect
Sarah LasaterSecretary
Skye GrattonTreasurer
Taylor Marie HardyTreasurer Elect
Revenue and Support

Revenue Composition

Contributions and Grants
$64,705
Program Service Revenue
$0
Investment Income
$2,484
Other Revenue
$56,475
Change in Net Assets
$-23,022
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$121,495
Other Expenses$25,191
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$121,495--$121,495
All Other Expenses$1,846--$1,846
Other Expenses$2,389$1,460-$1,460
Fees for Services Accounting-$896-$896
Information Technology-$186-$186
Total Functional Expenses$142,388$4,298$0$146,686
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shades Cahaba Elementary SchoolHomewood, ALPublic SchoolAcademic Enhancements to School to Benefit All Students$121,495
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$100,066
Fundraising Direct Expenses$36,974
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Festival$108,244$62,743$26,555$36,188
Owl Prowl$37,323$37,323$10,419$26,904
Total Events$145,567$100,066$36,974$63,092
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is completed by the independent, third-party cpa and is reviewed and approved by the treasurer.”

Form 990, Part VI, Section B, Line 12C

“Policy is provided annually to officers”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial records are made available by treasurer and/or president as requested. In addition, the third-party cpa retains all such documents for consistency purposes.”

Filing and Contact Details

Filer

Filer Name
Shades Cahaba Elementary Pto
EIN
81-3022015
Phone
2058711113
Address
3001 INDEPENDENCE DRIVE, HOMEWOOD, AL 35209

Signing Officer

Name
Taylor Marie Hardy
Title
Treasurer
Phone
2058711113
Signed
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Taylor Marie Hardy
Formed
2016
Legal Domicile
Al
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Stone Avant & Daniels Pc
Address
1801 OXMOOR ROAD STE 200, BIRMINGHAM, AL 35209
Preparer
Cary Cherry
Phone
2058709898
Raw XML Appendix357 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PTO TREASURER AND SCHOOL BOOKKEEPER WORK TOGETHER TO ENSURE THAT THE GRANTS MADE BY PTO ARE PURCHASED DURING THE YEAR AND FOR THE EXACT ITEM. DUE TO HANDS ON NATURE OF ORGANIZATION, PTO MEMBERS CAN DIRECTLY SEE FUNDED GRANTS PUT TO USE IN THE SCHOOL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS COMPLETED BY THE INDEPENDENT, THIRD-PARTY CPA AND IS REVIEWED AND APPROVED BY THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICY IS PROVIDED ANNUALLY TO OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL RECORDS ARE MADE AVAILABLE BY TREASURER AND/OR PRESIDENT AS REQUESTED. IN ADDITION, THE THIRD-PARTY CPA RETAINS ALL SUCH DOCUMENTS FOR CONSISTENCY PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalContributionsAmt064705
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04298
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0142388
IRS990/TotalFunctionalExpensesGrp/TotalAmt0146686
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0142388
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt063092
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-4133
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0123664
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IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SCESPTO.MEMBERSHIPTOOLKIT.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAYLOR MARIE HARDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02058711113
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630960730
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STONE AVANT & DANIELS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 OXMOOR ROAD STE 200
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035209
ReturnHeader/PreparerPersonGrp/PhoneNum02058709898
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARY CHERRY
ReturnHeader/ReturnTs02024-11-11T07:46:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$210,045
Liabilities
$0
Net assets
$210,045
Revenue
$123,664
Expenses
$146,686
Net income
-$23,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$1.90$1.86$0.04
2024Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$1.24$1.47$0.23
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$1.19$1.02$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$1.06$0.72$0.35
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.94$0.58$0.36
2020Summary only. Only limited summary data is available for this year.$1.46$0.00$0.82$0.90$0.09
2019Summary only. Only limited summary data is available for this year.$1.55$0.00$0.90$0.81$0.09
2018Summary only. Only limited summary data is available for this year.$1.46$0.00$0.86$0.51$0.35
2017Summary only. Only limited summary data is available for this year.$1.11$0.00$1.25$0.96$0.29