Civic Intelligence

Parent Teacher Org of Glenshire

EIN 86-1123441 • 501(c)3 • Truckee, CA

Profile

To promote the enrichment of the education and provide a supportive atmosphere to the staff of the school, so that each child may grow academically, socially, emotionally and physically.

10990 Dorchester DrTruckee, CA 96161

n/A

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

362%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$165,324

Up $19,839 (+14%) from 2023

Liabilities

$2,594

No earlier filing loaded for comparison.

Net Assets

Up

$162,730

Up $17,245 (+12%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin69th percentile

Revenue

Up

$173,955

Up $136,338 (+362%) from 2023

Expenses

Up

$148,816

Up $123,058 (+478%) from 2023

Net Income

Up

$25,139

Up $13,280 (+112%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$200K$150K$100K$50K$0Assets 2010: $78,785Liabilities 2010: $02010Assets 2014: $39,169Liabilities 2014: $5842014Assets 2015: $65,944Liabilities 2015: $5842015Assets 2016: $66,082Liabilities 2016: $584Net Assets 2016: $65,4982016Assets 2017: $77,348Net Assets 2017: $77,3482017Assets 2018: $87,487Net Assets 2018: $87,4872018Assets 2019: $88,184Net Assets 2019: $88,1842019Assets 2020: $100,790Net Assets 2020: $100,7902020Assets 2021: $105,106Net Assets 2021: $105,1062021Assets 2022: $120,186Net Assets 2022: $120,1862022Assets 2023: $145,485Net Assets 2023: $145,4852023Assets 2024: $165,324Liabilities 2024: $2,594Net Assets 2024: $162,7302024

Highlighted filing

2024

Assets$165,324
Liabilities$2,594
Net Assets$162,730
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $87,425Expenses 2010: $85,766Net Income 2010: $1,6592010Revenue 2014: $33,047Expenses 2014: $38,633Net Income 2014: -$5,5862014Revenue 2015: $52,812Expenses 2015: $26,037Net Income 2015: $26,7752015Revenue 2016: $36,060Expenses 2016: $35,922Net Income 2016: $1382016Revenue 2017: $39,238Expenses 2017: $28,465Net Income 2017: $10,7732017Revenue 2018: $42,485Expenses 2018: $32,687Net Income 2018: $9,7982018Revenue 2019: $42,670Expenses 2019: $41,973Net Income 2019: $6972019Revenue 2020: $38,436Expenses 2020: $25,830Net Income 2020: $12,6062020Revenue 2021: $21,102Expenses 2021: $16,786Net Income 2021: $4,3162021Revenue 2022: $44,402Expenses 2022: $29,322Net Income 2022: $15,0802022Revenue 2023: $37,617Expenses 2023: $25,758Net Income 2023: $11,8592023Revenue 2024: $173,955Expenses 2024: $148,816Net Income 2024: $25,1392024

Highlighted filing

2024

Revenue$173,955
Expenses$148,816
Net Income$25,139
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,324
Liabilities
$2,594
Net assets
$162,730
Revenue
$173,955
Expenses
$148,816
Net income
$25,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.03$1.63$1.74$1.49$0.25
2023Detailed filing. Detailed filing data is available for this year.$1.45$1.45$0.38$0.26$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.44$0.29$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.21$0.17$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.38$0.26$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.43$0.42$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.42$0.33$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.39$0.28$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.01$0.65$0.36$0.36$0.00
2015Summary only. Only limited summary data is available for this year.$0.66$0.01$0.53$0.26$0.27
2014Summary only. Only limited summary data is available for this year.$0.39$0.01$0.33$0.39$0.06
2010Summary only. Only limited summary data is available for this year.$0.79$0.00$0.87$0.86$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 30, 2024
Return Version
2023v5.1
Gross Receipts
$173,955
Mission and Program Overview

Mission

Enrichment assemblies: throughout the year the pto holds enrichment assemblies for all students, including pre-school students, at glenshire elementary school

Organizaiton aims to enrich education

Program Services

DescriptionGrantsExpenses
THE ORGANIZAITON AIMS TO ENRICH EDUCATION AT GLENSHIRE ELEMENTARY SCHOOL BY SUPPORTING STAFF, FOSTERING STUDENT GROWTH, PROMOTING COMMUNICATION BETWEEN PARENTS, STAFF, & STUDENTS-$147,576
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERYN URIZTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$115,688$115,688-$115,688
Breakfast$31,837$31,837-$31,837
Total Events$147,525$147,525-$147,525
Filing and Contact Details

Filer

Filer Name
Glenshire Pto
EIN
86-1123441
Address
10990 DORCHESTER DR, TRUCKEE, CA 96161

Signing Officer

Name
Katheryn Uriz
Title
Treasurer
Phone
5103580202
Signed
2024-10-30
Discuss with paid preparer
No

Preparer

Firm
Tax Plus Inc
Address
979 PYRAMID WAY, Sparks, NV 89431
Preparer
Jennifer Campbell EA
Phone
7758532356
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountevents 120,848reward programs 2,470”

Description of other expenses Part I line 16

“Description amountdepreciation from 4562 1,240fundraising expenses 114,052events 12,268business fees 740supplies 5,553swep 5,337donations 930”

Other changes in net assets or fund balances Part I line 20

“Description amountpayback owners contribution (9,652)”

Description of other assets Part II line 24

“Category beginning of year end of yearmachinery and equipment 1,758 518”

Description of total liabilities Part II line 26

“Category beginning of year end of yearn/p credit card 0 2,010max fund 0 584”

Raw XML Appendix140 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/PersonNm0KATHERYN URIZ
IRS990EZ/BooksInCareOfDetail/PhoneNum05103580202
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010990 DORCHESTER DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TRUCKEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096161
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0145485
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0164806
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018800
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025139
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08696
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0147243
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0165324
IRS990EZ/FundraisingGrossIncomeAmt031837
IRS990EZ/GrossReceiptsAmt0173955
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0147243
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0162730
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0147243
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0162730
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHERYN URIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01758
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0518
IRS990EZ/OtherChangesInNetAssetsAmt0-9652
IRS990EZ/OtherExpensesTotalAmt0140120
IRS990EZ/OtherRevenueTotalAmt0123318
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZAITON AIMS TO ENRICH EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZAITON AIMS TO ENRICH EDUCATION AT GLENSHIRE ELEMENTARY SCHOOL BY SUPPORTING STAFF, FOSTERING STUDENT GROWTH, PROMOTING COMMUNICATION BETWEEN PARENTS, STAFF, & STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0147576
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsNetIncomeLossAmt031837
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NV
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02594
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0148816
IRS990EZ/TotalProgramServiceExpensesAmt0147576
IRS990EZ/TotalRevenueAmt0173955
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0false
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0false
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BREAKFAST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0115688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0147525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0115688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0147525
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0147525
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTEVENTS 120,848REWARD PROGRAMS 2,470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDEPRECIATION FROM 4562 1,240FUNDRAISING EXPENSES 114,052EVENTS 12,268BUSINESS FEES 740SUPPLIES 5,553SWEP 5,337DONATIONS 930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTPAYBACK OWNERS CONTRIBUTION (9,652)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARMACHINERY AND EQUIPMENT 1,758 518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARN/P CREDIT CARD 0 2,010MAX FUND 0 584
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERYN URIZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05103580202
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLENSHIRE PTO
ReturnHeader/Filer/BusinessNameControlTxt0GLEN
ReturnHeader/Filer/EIN0861123441
ReturnHeader/Filer/USAddress/AddressLine1Txt010990 DORCHESTER DR
ReturnHeader/Filer/USAddress/CityNm0TRUCKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096161
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300007155
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX PLUS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0979 PYRAMID WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sparks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089431
ReturnHeader/PreparerPersonGrp/PhoneNum07758532356
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Campbell EA
ReturnHeader/ReturnTs02024-11-08T14:55:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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