Civic Intelligence

Taylor-White Elementary PTO

EIN 82-3616569 • 501(c)3 • Mobile, AL

Pub. 78 Eligible

Profile

Support staff and students

476 Eliza Jordan RdMobile, AL 36608
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 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

87th percentile

49%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

30th percentile

-22%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$26,977

Down $6,124 (-19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$26,977

Down $6,124 (-19%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin83rd percentile

Revenue

Down

$32,081

Down $2,137 (-6.2%) from 2022

Expenses

Up

$38,205

Up $15,214 (+66%) from 2022

Net Income

Down

-$6,124

Down $17,351 (-155%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$40K$30K$20K$10K$0Assets 2020: $14,998Liabilities 2020: $0Net Assets 2020: $14,9982020Assets 2021: $21,874Liabilities 2021: $0Net Assets 2021: $21,8742021Assets 2022: $33,101Liabilities 2022: $0Net Assets 2022: $33,1012022Assets 2023: $26,977Liabilities 2023: $0Net Assets 2023: $26,9772023

Highlighted filing

2023

Assets$26,977
Liabilities$0
Net Assets$26,977
Open 2023 Filing

Operations Trend

Revenue Growth30th percentile

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

$60K$40K$20K$0-$20KRevenue 2020: $56,529Expenses 2020: $56,032Net Income 2020: $4972020Revenue 2021: $15,692Expenses 2021: $8,816Net Income 2021: $6,8762021Revenue 2022: $34,218Expenses 2022: $22,991Net Income 2022: $11,2272022Revenue 2023: $32,081Expenses 2023: $38,205Net Income 2023: -$6,1242023

Highlighted filing

2023

Revenue$32,081
Expenses$38,205
Net Income-$6,124
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$26,977
Liabilities
$0
Net assets
$26,977
Revenue
$32,081
Expenses
$38,205
Net income
-$6,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$32.1$38.2$6.12
2022Detailed filing. Detailed filing data is available for this year.$33.1$0.00$33.1$34.2$23.0$11.2
2021Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$15.7$8.82$6.88
2020Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$56.5$56.0$0.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$38,779
Mission and Program Overview

Mission

Support staff and students

Program Services

DescriptionGrantsExpenses
SUPPORT STAFF AND STUDENTS AND IMPROVE LEARNING ENVIRONMENT-$38,205
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN BRELANDTreasurer-$0--
CHRISSY BENEFIELDVice President-$0--
SERENTHIA SIMPSONSecretary-$0--
YVONNE VALDEZPresident-$0--
Filing and Contact Details

Filer

Filer Name
Taylor-white Elementary Pto
EIN
82-3616569
Address
476 ELIZA JORDAN RD, MOBILE, AL 36608

Signing Officer

Name
Kathleen Breland
Title
Treasurer
Phone
2282365402
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
James T Murray III CPA LLC
Address
3558 Oak Tree Drive Ste A, Semmes, AL 36575
Preparer
James T Murray III
Phone
2514612240
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountinsurance 400fundraising 5,497school activities 668projects for kids 26,500teacher appreciation 2,543”

Raw XML Appendix142 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/BooksInCareOfDetail/PersonNm0KATHLEEN BRELAND
IRS990EZ/BooksInCareOfDetail/PhoneNum02282365402
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0476 ELIZA JORDAN RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOBILE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036608
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033101
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026977
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020000
IRS990EZ/CostOfGoodsSoldAmt06698
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6124
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0420
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033101
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026977
IRS990EZ/FundraisingGrossIncomeAmt07015
IRS990EZ/GrossProfitLossSlsOfInvntryAmt03416
IRS990EZ/GrossReceiptsAmt038779
IRS990EZ/GrossSalesOfInventoryAmt010114
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01650
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033101
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026977
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033101
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026977
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
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/PersonNm0KATHLEEN BRELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISSY BENEFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SERENTHIA SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3YVONNE VALDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt035608
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT STAFF AND STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt02177
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT STAFF AND STUDENTS AND IMPROVE LEARNING ENVIRONMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038205
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt07015
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038205
IRS990EZ/TotalProgramServiceExpensesAmt038205
IRS990EZ/TotalRevenueAmt032081
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021114
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056529
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0117349
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0117349
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021114
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt018056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056529
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0117349
IRS990ScheduleA/TotalSupportAmt0117349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINSURANCE 400FUNDRAISING 5,497SCHOOL ACTIVITIES 668PROJECTS FOR KIDS 26,500TEACHER APPRECIATION 2,543
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN BRELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02282365402
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAYLOR-WHITE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0TAYL
ReturnHeader/Filer/EIN0823616569
ReturnHeader/Filer/USAddress/AddressLine1Txt0476 ELIZA JORDAN RD
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036608
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273777428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James T Murray III CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03558 Oak Tree Drive Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Semmes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036575
ReturnHeader/PreparerPersonGrp/PhoneNum02514612240
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James T Murray III
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-12-15T11:12:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRELAND
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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