Civic Intelligence

Evergreen Middle School PTA

990EZ • Fiscal year 2015 • EIN 84-1014423

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 04, 2015

2059 Hiwan DriveEvergreen, CO 80439

(720) 323-0162

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$25,651

Up $6,046 (+31%) from 2014

Net Assets

$25,651

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$59,272

Down $24,605 (-29%) from 2014

Expenses

Down

$53,226

Down $41,223 (-44%) from 2014

Net Income

Up

$6,046

Up $16,618 (+157%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $7,404Liabilities 2012: $02012Assets 2013: $30,177Liabilities 2013: $02013Assets 2014: $19,605Liabilities 2014: $02014Assets 2015: $25,651Net Assets 2015: $25,6512015Assets 2016: $41,009Net Assets 2016: $41,0092016Assets 2017: $42,738Net Assets 2017: $42,7382017Assets 2018: $46,806Liabilities 2018: $02018Assets 2019: $84,472Liabilities 2019: $02019Assets 2020: $7,497Net Assets 2020: $7,4972020Assets 2021: $15,246Liabilities 2021: $02021Assets 2022: $26,703Net Assets 2022: $26,7032022Assets 2023: $22,043Net Assets 2023: $22,0432023

Highlighted filing

2015

Assets$25,651
Liabilities-
Net Assets$25,651

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $54,261Expenses 2012: $58,727Net Income 2012: -$4,4662012Revenue 2013: $103,650Expenses 2013: $80,877Net Income 2013: $22,7732013Revenue 2014: $83,877Expenses 2014: $94,449Net Income 2014: -$10,5722014Revenue 2015: $59,272Expenses 2015: $53,226Net Income 2015: $6,0462015Revenue 2016: $39,304Expenses 2016: $23,945Net Income 2016: $15,3592016Revenue 2017: $32,749Expenses 2017: $31,020Net Income 2017: $1,7292017Revenue 2018: $41,860Expenses 2018: $48,032Net Income 2018: -$6,1722018Revenue 2019: $59,838Expenses 2019: $22,247Net Income 2019: $37,5912019Revenue 2020: $66,836Expenses 2020: $143,811Net Income 2020: -$76,9752020Revenue 2021: $41,440Expenses 2021: $33,691Net Income 2021: $7,7492021Revenue 2022: $56,913Expenses 2022: $45,456Net Income 2022: $11,4572022Revenue 2023: $52,732Expenses 2023: $57,392Net Income 2023: -$4,6602023

Highlighted filing

2015

Revenue$59,272
Expenses$53,226
Net Income$6,046
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 4, 2015
Return Version
2014v5.0
Gross Receipts
$78,899
Mission and Program Overview

Mission

Parent teacher association for middle school - supporting the middle school staff, students, parents, and the community immediately surrounding the school.

Program Services

DescriptionGrantsExpenses
ACADEMIC AND TECHNOLOGY NEEDS REQUESTED BY THE MIDDLE SCHOOL TO ENHANCE THE EDUCATIONAL EXPERIENCE OF THE MIDDLE SCHOOL STUDENTS$27,846-
VARIOUS IN HOUSE PROGRAMS AND STAFF AND STUDENT APPRECIATION EVENTS. OFFERED SPECIALIZED TUTORING SERVICES BY PAYING FOR ONE-ON-ONE TUTORING SERVICES FOR STUDENTS IN NEED OF ADDITIONAL ASSISTANCE. PROMOTED STUDENT RECOGNITION BY CREATING "STUDENT OF THE MONTH". ESTABLISHED MISSION AND VISION PROJECT IN WHICH THE SCHOOL DETERMINES WHAT KIDS WANT FROM THEIR SCHOOL.$2,303-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brooks BarwellSecretary-$0--
Veronica MalinowskiTreasurer-$0--
Pam LindquistPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ems Moving Mountains$49,354$49,354$9,242$40,112
Reach for the Sky$12,000$12,000$10,385$1,615
Total Events$61,354$61,354$19,627$41,727
Filing and Contact Details

Filer

Filer Name
Evergreen Middle School PTA
EIN
84-1014423
Phone
7203230162
Address
2059 Hiwan Drive, Evergreen, CO 80439

Signing Officer

Name
Veronica Malinowski
Title
Treasurer
Signed
2015-11-04

Preparer

Firm
Valentine Seevers & Associates PC - CPAs
Address
28000 Meadow Dr No 104, Evergreen, CO 80439
Preparer
John Seevers CPA
Phone
3036745561
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: EDUCATION/RESEARCH | Donee's Name: EVERGREEN MIDDLE SCHOOL | Donee's Address: 2059 HIWAN DRIVE EVERGREEN, CO 80439 | Relationship of Donee: PTA SUPPORTING MIDDLE SCH | Cash Amount Given: $30149

Other Expenses.1012

Insurance $195

Other Expenses.1

STUDENT ENRICHMENT $8193

Other Expenses.2

Continuation expense $5762

Other Expenses.3

ASSEMBLY SPEAKERS $3890

Other Expenses.4

COMMUNITY SERVICES $968

Other Expenses.5

STAFF APPRECIATION $962

Other Expenses.6

MEMBERSHIP EXPENSE $931

Other Expenses.7

Student appreciation $495

Other Expenses.8

Office/administration $482

Other Expenses.9

SCHOOL DIRECTORIES $398

Other Expenses.10

CREDIT CARD FEES $184

Other Expenses.11

SCHOLARSHIPS $50

Raw XML Appendix193 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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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ASSOCIATION FOR MIDDLE SCHOOL - SUPPORTING THE MIDDLE SCHOOL STAFF, STUDENTS, PARENTS, AND THE COMMUNITY IMMEDIATELY SURROUNDING THE SCHOOL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: EDUCATION/RESEARCH | Donee's Name: EVERGREEN MIDDLE SCHOOL | Donee's Address: 2059 HIWAN DRIVE EVERGREEN, CO 80439 | Relationship of Donee: PTA SUPPORTING MIDDLE SCH | Cash Amount Given: $30149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT ENRICHMENT $8193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTINUATION EXPENSE $5762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ASSEMBLY SPEAKERS $3890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY SERVICES $968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STAFF APPRECIATION $962
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP EXPENSE $931
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STUDENT APPRECIATION $495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OFFICE/ADMINISTRATION $482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SCHOOL DIRECTORIES $398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CREDIT CARD FEES $184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SCHOLARSHIPS $50
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Veronica Malinowski
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Evergreen Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0841014423
ReturnHeader/Filer/PhoneNum07203230162
ReturnHeader/Filer/USAddress/AddressLine1Txt02059 Hiwan Drive
ReturnHeader/Filer/USAddress/CityNm0Evergreen
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080439
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Valentine Seevers & Associates PC - CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028000 Meadow Dr No 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Evergreen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080439
ReturnHeader/PreparerPersonGrp/PhoneNum03036745561
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Seevers CPA
ReturnHeader/ReturnTs02015-11-04T11:26:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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