Civic Intelligence

Donaldson Elementary School PTO

EIN 86-0800096 • 501(c)3 • Tucson, AZ

Profile

Support school activities

2040 West Omar DriveTucson, AZ 85704-1245
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

23rd percentile

-20%

Higher net margin than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

23rd percentile

-40%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-49%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$5,810

Down $3,890 (-40%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$5,810

Down $3,890 (-40%) from 2018

Operations
Liabilities / Revenue62nd percentileNet Margin23rd percentile

Revenue

Down

$17,223

Down $16,801 (-49%) from 2018

Expenses

Down

$20,733

Down $13,288 (-39%) from 2018

Net Income

Down

-$3,510

Down $3,513 (-117100%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$10K$5.0K$0Assets 2017: $9,697Liabilities 2017: $0Net Assets 2017: $9,6972017Assets 2018: $9,700Liabilities 2018: $0Net Assets 2018: $9,7002018Assets 2019: $5,810Liabilities 2019: $0Net Assets 2019: $5,8102019

Highlighted filing

2019

Assets$5,810
Liabilities$0
Net Assets$5,810
Open 2019 Filing

Operations Trend

Revenue Growth18th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2017: $19,706Expenses 2017: $10,009Net Income 2017: $9,6972017Revenue 2018: $34,024Expenses 2018: $34,021Net Income 2018: $32018Revenue 2019: $17,223Expenses 2019: $20,733Net Income 2019: -$3,5102019

Highlighted filing

2019

Revenue$17,223
Expenses$20,733
Net Income-$3,510
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,810
Liabilities
$0
Net assets
$5,810
Revenue
$17,223
Expenses
$20,733
Net income
-$3,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$17.2$20.7$3.51
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.70$0.00$9.70$34.0$34.0$0.00
2017Detailed filing. Detailed filing data is available for this year.$9.70$0.00$9.70$19.7$10.0$9.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Aug 14, 2019
Return Version
2018v3.1
Gross Receipts
$17,223
Mission and Program Overview

Mission

Support school activities

Program Services

DescriptionGrantsExpenses
Donaldson Day Fair raised 4000--
Yankee Candle Sales raised 2300--
Penny wars raised 101--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Megan EtterVP-$0--
David FishmanPresident-$0--
Karen HeffrenVP-$0--
Camille NauTreasurer-$0--
Bethany AllhouseVP-$0--
Filing and Contact Details

Filer

Filer Name
Donaldson Elementary School Pto
EIN
86-0800096
Address
2040 West Omar Drive, Tucson, AZ 85704-1245

Signing Officer

Name
Camille Nau
Title
Treasurer
Phone
5209717765
Signed
2019-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Acct Adv Business Services Inc
Address
1292 West Varese Way, Oro Valley, AZ 85755
Preparer
Robin M Cattler EA
Phone
5209717765
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountPurchases to support activities 20,733”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Camille Nau
IRS990EZ/BooksInCareOfDetail/PhoneNum05209717765
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02040 W Omar Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tucson
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085742
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09320
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05810
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03223
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3510
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09320
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05810
IRS990EZ/FundraisingGrossIncomeAmt014000
IRS990EZ/GrossReceiptsAmt017223
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09320
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05810
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09320
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05810
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Megan Etter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Fishman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Karen Heffren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Camille Nau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bethany Allhouse
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020733
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support school activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Donaldson Day Fair raised 4000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Yankee Candle Sales raised 2300
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Penny wars raised 101
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt014000
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020733
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt017223
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019706
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026953
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt014000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt044000
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt070953
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017223
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034024
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019706
IRS990ScheduleA/Total509Grp/TotalAmt070953
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt019706
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt070953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPurchases to support activities 20,733
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Camille Nau
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05209717765
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALDSON ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0860800096
ReturnHeader/Filer/USAddress/AddressLine1Txt02040 West Omar Drive
ReturnHeader/Filer/USAddress/CityNm0Tucson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0857041245
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0811A1089EC4D39A6420F6B0162EBCFAD7956FFD7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0811A1089EC4D39A6420F6B0162EBCFAD7956FFD7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId086526120192280vwrttz
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-08-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.23.72.18
ReturnHeader/FilingSecurityInformation/IPDt02019-08-16
ReturnHeader/FilingSecurityInformation/IPTm017:35:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860999349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Acct Adv Business Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01292 West Varese Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oro Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085755
ReturnHeader/PreparerPersonGrp/PhoneNum05209717765
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin M Cattler EA
ReturnHeader/ReturnTs02019-08-13T22:48:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

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