Civic Intelligence

Taylor-White Elementary PTO

990EZ • Fiscal year 2022 • EIN 82-3616569

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

Organization Profile
476 Eliza Jordan RdMobile, AL 36608

(228) 236-5402

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

81st percentile

33%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

84th percentile

51%

Faster asset growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

118%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$33,101

Up $11,227 (+51%) from 2021

Net Assets

Up

$33,101

Up $11,227 (+51%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin81st percentile

Revenue

Up

$34,218

Up $18,526 (+118%) from 2021

Expenses

Up

$22,991

Up $14,175 (+161%) from 2021

Net Income

Up

$11,227

Up $4,351 (+63%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$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

2022

Assets$33,101
Liabilities$0
Net Assets$33,101
Open 2022 Filing

Operations Trend

Revenue Growth86th percentile

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

2022

Revenue$34,218
Expenses$22,991
Net Income$11,227
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$40,348
Mission and Program Overview

Mission

Support staff and students

Program Services

DescriptionGrantsExpenses
SUPPORT STAFF AND STUDENTS AND IMPROVE LEARNING ENVIRONMENT-$22,991
Compensation and Service Providers
Top Officer Pay78th 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
2022-11-15
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 revenue Part I line 8

“Description amountteacher appreciation 1,918”

Description of other expenses Part I line 16

“Description amountinsurance 305fundraising 3,449school activities 2,114projects for kids 11,091teacher appreciation 4,061”

Raw XML Appendix143 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/BOYAmt021874
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033101
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020000
IRS990EZ/CostOfGoodsSoldAmt06130
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011227
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021874
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033101
IRS990EZ/FundraisingGrossIncomeAmt06555
IRS990EZ/GrossProfitLossSlsOfInvntryAmt04631
IRS990EZ/GrossReceiptsAmt040348
IRS990EZ/GrossSalesOfInventoryAmt010761
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01114
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021874
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033101
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021874
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033101
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/OtherExpensesTotalAmt021020
IRS990EZ/OtherRevenueTotalAmt01918
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT STAFF AND STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt01621
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT STAFF AND STUDENTS AND IMPROVE LEARNING ENVIRONMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022991
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt06555
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022991
IRS990EZ/TotalProgramServiceExpensesAmt022991
IRS990EZ/TotalRevenueAmt034218
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021114
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056529
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt095699
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt095699
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021114
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt056529
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt095699
IRS990ScheduleA/TotalSupportAmt095699
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTTEACHER APPRECIATION 1,918
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 305FUNDRAISING 3,449SCHOOL ACTIVITIES 2,114PROJECTS FOR KIDS 11,091TEACHER APPRECIATION 4,061
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN BRELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02282365402
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/PreparationDt02022-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James T Murray III
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-28T15:19:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRELAND
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,101
Liabilities
$0
Net assets
$33,101
Revenue
$34,218
Expenses
$22,991
Net income
$11,227
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