Civic Intelligence

Gilbert Elementary School P T S O

990EZ • Fiscal year 2016 • EIN 86-0816700

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 17, 2016

Organization Profilewww.gilbertschools.net/Page/1328
175 W Elliot RdGilbert, AZ 85233

(480) 497-3444

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

58th percentile

7.0%

Higher net margin than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

60th percentile

8.0%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-50%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$10,992

Up $818 (+8.0%) from 2015

Net Assets

Up

$10,992

Up $818 (+8.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin58th percentile

Revenue

Down

$11,767

Down $11,822 (-50%) from 2015

Expenses

Down

$10,949

Down $7,849 (-42%) from 2015

Net Income

Down

$818

Down $3,973 (-83%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$20K$15K$10K$5.0K$0Assets 2012: $18,368Net Assets 2012: $18,3682012Assets 2013: $13,471Liabilities 2013: $0Net Assets 2013: $13,4712013Assets 2014: $5,383Liabilities 2014: $0Net Assets 2014: $5,3832014Assets 2015: $10,174Liabilities 2015: $0Net Assets 2015: $10,1742015Assets 2016: $10,992Liabilities 2016: $0Net Assets 2016: $10,9922016Assets 2017: $13,227Liabilities 2017: $0Net Assets 2017: $13,2272017Assets 2018: $18,304Liabilities 2018: $0Net Assets 2018: $18,3042018Assets 2019: $15,400Liabilities 2019: $0Net Assets 2019: $15,4002019

Highlighted filing

2016

Assets$10,992
Liabilities$0
Net Assets$10,992
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

$30K$20K$10K$0-$10KRevenue 2012: $8,924Expenses 2012: $12,908Net Income 2012: -$3,9842012Revenue 2013: $16,954Expenses 2013: $21,851Net Income 2013: -$4,8972013Revenue 2014: $1,782Expenses 2014: $9,870Net Income 2014: -$8,0882014Revenue 2015: $23,589Expenses 2015: $18,798Net Income 2015: $4,7912015Revenue 2016: $11,767Expenses 2016: $10,949Net Income 2016: $8182016Revenue 2017: $8,868Expenses 2017: $6,633Net Income 2017: $2,2352017Revenue 2018: $17,456Expenses 2018: $12,379Net Income 2018: $5,0772018Revenue 2019: $15,385Expenses 2019: $18,289Net Income 2019: -$2,9042019

Highlighted filing

2016

Revenue$11,767
Expenses$10,949
Net Income$818
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 17, 2016
Return Version
2015v2.0
Gross Receipts
$46,163
Mission and Program Overview

Mission

Provide school functions for the purpose of promoting fellowship amoung parents, students, and teachers. Provide funds for extra materials and programs in addition to what is provided by the district. Assist in the organization of volunteer program as deemed beneficial to the students.

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOOL FUNCTIONS FOR THE PURPOSE OF PROMOTING FELLOWSHIP AMOUNG PARENTS, STUDENTS, AND TEACHERS. PROVIDE FUNDS FOR EXTRA MATERIALS AND PROGRAMS IN ADDITION TO WHAT IS PROVIDED BY THE DISTRICT. ASSIST IN THE ORGANIZATION OF VOLUNTEER PROGRAM AS DEEMED BENEFICIAL TO THE STUDENTS.$9,484-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine Brass-JonesPresidentPT$0--
Shannyn BrownVice PresidentPT$0--
Twyla MarcrumSecretaryPT$0--
Patricia BrassTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Fund Raisers$46,163$46,163$34,396$11,767
Total Events$46,163$46,163$34,396$11,767
Filing and Contact Details

Filer

Filer Name
Gilbert Elementary School Ptso
EIN
86-0816700
Phone
4804973444
Address
175 W ELLIOT RD, GILBERT, AZ 85233

Signing Officer

Name
Patricia Brass
Title
Treasurer
Signed
2016-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Andrew C Sarager CPA PC
Address
1910 S Stapley Drive Suite 217, Mesa, AZ 85204-6679
Preparer
Andrew C Sarager
Phone
4809268270
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $777”

Other Expenses.1003

“Information Technology $313”

Other Expenses.1

“Func exp- TeacherApprec prg $5711”

Other Expenses.2

“Func exp- Special projects prg $2136”

Other Expenses.3

“Func exp- PTSO program $1537”

Other Expenses.4

“Func exp- Geography program $100”

Raw XML Appendix149 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/PersonNm0Business Manager
IRS990EZ/BooksInCareOfDetail/PhoneNum04804973444
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0140 S Gilbert RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Gilbert
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085233
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010174
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010992
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0818
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0375
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010174
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010992
IRS990EZ/FundraisingGrossIncomeAmt046163
IRS990EZ/GrossReceiptsAmt046163
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010174
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010992
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010174
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010992
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christine Brass-Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Shannyn Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Twyla Marcrum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Patricia Brass
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010574
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOOL FUNCTIONS FOR THE PURPOSE OF PROMOTING FELLOWSHIP AMOUNG PARENTS, STUDENTS, AND TEACHERS. PROVIDE FUNDS FOR EXTRA MATERIALS AND PROGRAMS IN ADDITION TO WHAT IS PROVIDED BY THE DISTRICT. ASSIST IN THE ORGANIZATION OF VOLUNTEER PROGRAM AS DEEMED BENEFICIAL TO THE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOOL FUNCTIONS FOR THE PURPOSE OF PROMOTING FELLOWSHIP AMOUNG PARENTS, STUDENTS, AND TEACHERS. PROVIDE FUNDS FOR EXTRA MATERIALS AND PROGRAMS IN ADDITION TO WHAT IS PROVIDED BY THE DISTRICT. ASSIST IN THE ORGANIZATION OF VOLUNTEER PROGRAM AS DEEMED BENEFICIAL TO THE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09484
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt034396
IRS990EZ/SpecialEventsNetIncomeLossAmt011767
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010949
IRS990EZ/TotalProgramServiceExpensesAmt09484
IRS990EZ/TotalRevenueAmt011767
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.gilbertschools.net/Page/1328
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034396
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0School Fund Raisers
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046163
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011767
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034396
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Func exp- TeacherApprec prg $5711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Func exp- Special projects prg $2136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Func exp- PTSO program $1537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Func exp- Geography program $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia Brass
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GILBERT ELEMENTARY SCHOOL PTSO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO Business Manager
ReturnHeader/Filer/BusinessNameControlTxt0GILB
ReturnHeader/Filer/EIN0860816700
ReturnHeader/Filer/PhoneNum04804973444
ReturnHeader/Filer/USAddress/AddressLine1Txt0175 W ELLIOT RD
ReturnHeader/Filer/USAddress/CityNm0GILBERT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085233
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Andrew C Sarager CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01910 S Stapley Drive Suite 217
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0852046679
ReturnHeader/PreparerPersonGrp/PhoneNum04809268270
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew C Sarager
ReturnHeader/ReturnTs02016-08-17T15:58:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,992
Liabilities
$0
Net assets
$10,992
Revenue
$11,767
Expenses
$10,949
Net income
$818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$15.4$18.3$2.90
2018Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$17.5$12.4$5.08
2017Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$8.87$6.63$2.24
2016Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$11.8$10.9$0.82
2015Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$23.6$18.8$4.79
2014Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$1.78$9.87$8.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.00$13.5$17.0$21.9$4.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$18.4$8.92$12.9$3.98
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits