Civic Intelligence

Erie Elementary Ptco

990EZ • Fiscal year 2023 • EIN 84-1310391

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 07, 2023

PO Box 672Erie, CO 80516

(303) 828-3395

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

34th percentile

-4.3%

Higher net margin than 34% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-12%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$22,438

Down $3,080 (-12%) from 2022

Net Assets

Down

$22,438

Down $3,080 (-12%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$71,518

Up $7,630 (+12%) from 2022

Expenses

Up

$74,598

Up $24,681 (+49%) from 2022

Net Income

Down

-$3,080

Down $17,051 (-122%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $43,244Liabilities 2011: $02011Assets 2012: $37,189Liabilities 2012: $02012Assets 2013: $31,556Net Assets 2013: $31,5562013Assets 2014: $30,518Liabilities 2014: $02014Assets 2015: $27,382Liabilities 2015: $02015Assets 2016: $18,564Net Assets 2016: $18,5642016Assets 2017: $14,168Net Assets 2017: $14,1682017Assets 2018: $14,438Net Assets 2018: $14,4382018Assets 2019: $15,996Net Assets 2019: $15,9962019Assets 2020: $34,295Net Assets 2020: $34,2952020Assets 2021: $11,547Net Assets 2021: $11,5472021Assets 2022: $25,518Net Assets 2022: $25,5182022Assets 2023: $22,438Net Assets 2023: $22,4382023Assets 2024: $27,038Liabilities 2024: $02024Assets 2025: $18,028Net Assets 2025: $18,0282025

Highlighted filing

2023

Assets$22,438
Liabilities-
Net Assets$22,438

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $41,787Expenses 2011: $32,609Net Income 2011: $9,1782011Revenue 2012: $12,652Expenses 2012: $18,707Net Income 2012: -$6,0552012Revenue 2013: $18,686Expenses 2013: $23,405Net Income 2013: -$4,7192013Revenue 2014: $17,977Expenses 2014: $19,015Net Income 2014: -$1,0382014Revenue 2015: $18,109Expenses 2015: $21,245Net Income 2015: -$3,1362015Revenue 2016: $28,115Expenses 2016: $38,946Net Income 2016: -$10,8312016Revenue 2017: $39,581Expenses 2017: $43,977Net Income 2017: -$4,3962017Revenue 2018: $57,049Expenses 2018: $56,779Net Income 2018: $2702018Revenue 2019: $51,334Expenses 2019: $49,776Net Income 2019: $1,5582019Revenue 2020: $54,175Expenses 2020: $35,876Net Income 2020: $18,2992020Revenue 2021: $10,755Expenses 2021: $33,503Net Income 2021: -$22,7482021Revenue 2022: $63,888Expenses 2022: $49,917Net Income 2022: $13,9712022Revenue 2023: $71,518Expenses 2023: $74,598Net Income 2023: -$3,0802023Revenue 2024: $75,618Expenses 2024: $71,018Net Income 2024: $4,6002024Revenue 2025: $64,883Expenses 2025: $72,746Net Income 2025: -$7,8632025

Highlighted filing

2023

Revenue$71,518
Expenses$74,598
Net Income-$3,080
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$71,518
Mission and Program Overview

Mission

Parent Teacher Organization for Public Elementary School

Program Services

DescriptionGrantsExpenses
The Organization provides funds for items needed by Teachers for use in classrooms that are not provided by the schools budget-$16,200
The Organization provides funds for Staff appreciation gifts-$12,725
The Organizations provides funds for Students Field Trips-$10,877
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana SteinVice PresidentPT$0--
Tabitha SteinerPresidentPT$0--
Kim MowatCo-Treasurer-$0--
Michel VezinaCo-Treasury-$0--
Katrina NotmanSecretary-$0--
Jessica MackaroSecretary-$0--
Amber StreveySecretary-$0--
Courtney JohnsonBoard Member-$0--
Sam HosmerBoard Member-$0--
Micah FrankBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Erie Elementary Ptco
EIN
84-1310391
Phone
3038283395
Address
PO BOX 672, ERIE, CO 80516

Signing Officer

Name
Michel Vezina
Title
Treasurer
Phone
3038283395
Signed
2023-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Mike Conroy CPA LLC
Address
1505 Bluebell Ave, Boulder, CO 80302
Preparer
Mike Conroy
Phone
3038629366
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Meals and entertainment 4,031

Form 990-EZ, Part I, Line 16, Other Expenses

School Events 33,157

Form 990-EZ, Part I, Line 16, Other Expenses

Grants and Gifts to School 26,784

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 425

Form 990-EZ, Part I, Line 16, Other Expenses

Website 412

Form 990-EZ, Part I, Line 16, Other Expenses

Office Expense 858

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 534

Form 990-EZ, Part I, Line 16, Other Expenses

Taxes and License 3,250

Form 990-EZ, Part I, Line 16, Other Expenses

Directory 372

Form 990-EZ, Part I, Line 16, Other Expenses

Teacher Appreciation 4,775

Raw XML Appendix186 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/PhoneNum03038629366
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01505 Bluebell Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Boulder
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080302
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025518
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IRS990EZ/ContributionsGiftsGrantsEtcAmt071518
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3080
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsAmt071518
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025518
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022438
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025518
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dana Stein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tabitha Steiner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kim Mowat
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michel Vezina
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Katrina Notman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jessica Mackaro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Amber Strevey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Courtney Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Sam Hosmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Micah Frank
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Treasury
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt074598
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Organization for Public Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Organizations provides funds for Students Field Trips
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The Organization provides funds for items needed by Teachers for use in classrooms that are not provided by the schools budget
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Organization provides funds for Staff appreciation gifts
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010877
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212725
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt074598
IRS990EZ/TotalProgramServiceExpensesAmt039802
IRS990EZ/TotalRevenueAmt071518
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt071518
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt063835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016752
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt051322
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0257594
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt076
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt0257594
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt071518
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt063835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016752
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt054167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt051322
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0257594
IRS990ScheduleA/TotalSupportAmt0257670
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals and entertainment 4,031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Events 33,157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Grants and Gifts to School 26,784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Website 412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Expense 858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies 534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Taxes and License 3,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Directory 372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Teacher Appreciation 4,775
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michel Vezina
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03038283395
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ERIE ELEMENTARY PTCO
ReturnHeader/Filer/BusinessNameControlTxt0ERIE
ReturnHeader/Filer/EIN0841310391
ReturnHeader/Filer/PhoneNum03038283395
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 672
ReturnHeader/Filer/USAddress/CityNm0ERIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080516
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271070827
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mike Conroy CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01505 Bluebell Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boulder
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080302
ReturnHeader/PreparerPersonGrp/PhoneNum03038629366
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mike Conroy
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-07T10:57:50-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Michel
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Vezina
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.0$18.0$64.9$72.7$7.86
2024Summary only. Only limited summary data is available for this year.$27.0$0.00$75.6$71.0$4.60
2023Detailed filing. Detailed filing data is available for this year.$22.4$22.4$71.5$74.6$3.08
2022Detailed filing. Detailed filing data is available for this year.$25.5$25.5$63.9$49.9$14.0
2021Detailed filing. Detailed filing data is available for this year.$11.5$11.5$10.8$33.5$22.7
2020Detailed filing. Detailed filing data is available for this year.$34.3$34.3$54.2$35.9$18.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$16.0$51.3$49.8$1.56
2018Detailed filing. Detailed filing data is available for this year.$14.4$14.4$57.0$56.8$0.27
2017Detailed filing. Detailed filing data is available for this year.$14.2$14.2$39.6$44.0$4.40
2016Detailed filing. Detailed filing data is available for this year.$18.6$18.6$28.1$38.9$10.8
2015Summary only. Only limited summary data is available for this year.$27.4$0.00$18.1$21.2$3.14
2014Summary only. Only limited summary data is available for this year.$30.5$0.00$18.0$19.0$1.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.6$31.6$18.7$23.4$4.72
2012Summary only. Only limited summary data is available for this year.$37.2$0.00$12.7$18.7$6.06
2011Summary only. Only limited summary data is available for this year.$43.2$0.00$41.8$32.6$9.18