Civic Intelligence

Bamford Elementary PTO

990EZ • Fiscal year 2024 • EIN 86-3127427

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 24, 2024

6055 Travers Stake StLoveland, CO 80538

(303) 564-6011

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

72nd percentile

19%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

27th percentile

-18%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Up

$101,464

Up $16,006 (+19%) from 2023

Net Assets

Up

$101,464

Up $16,006 (+19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$58,436

Down $12,597 (-18%) from 2023

Expenses

Up

$42,430

Up $15,493 (+58%) from 2023

Net Income

Down

$16,006

Down $28,090 (-64%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2021: $1Liabilities 2021: $1Net Assets 2021: $02021Assets 2022: $41,362Liabilities 2022: $0Net Assets 2022: $41,3622022Assets 2023: $85,458Liabilities 2023: $0Net Assets 2023: $85,4582023Assets 2024: $101,464Liabilities 2024: $0Net Assets 2024: $101,4642024Assets 2025: $116,230Net Assets 2025: $116,2302025

Highlighted filing

2024

Assets$101,464
Liabilities$0
Net Assets$101,464

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2021: $1Expenses 2021: $0Net Income 2021: $12021Revenue 2022: $51,468Expenses 2022: $10,106Net Income 2022: $41,3622022Revenue 2023: $71,033Expenses 2023: $26,937Net Income 2023: $44,0962023Revenue 2024: $58,436Expenses 2024: $42,430Net Income 2024: $16,0062024Revenue 2025: $51,300Expenses 2025: $36,534Net Income 2025: $14,7662025

Highlighted filing

2024

Revenue$58,436
Expenses$42,430
Net Income$16,006
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 24, 2024
Return Version
2023v5.1
Gross Receipts
$96,813
Mission and Program Overview

Mission

Bamford Elementary PTO exists to support the students teachers and community of Bamford Elementary.

See Schedule O

Program Services

DescriptionGrantsExpenses
Other program services-$14,803
Grants and monies provided to the teachers for class needs and field trips-$13,127
Monies provided to support the childrens Garden Project Landscape and Design.-$9,185
Monies provided to support Staff/Teacher/Volunteer Appreciation Events-$3,995
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie HarmonPresidentPT$0--
Mallory HenryVice PresidentPT$0--
Carolyn SnyderSecretaryPT$0--
Kristin HallerTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tourney$40,429$40,429$14,456$25,973
WolfPack Run$37,870$37,870$4,947$32,923
Total Events$93,624$93,624$38,377$55,247
Filing and Contact Details

Filer

Filer Name
Bamford Elementary PTO
EIN
86-3127427
Address
6055 Travers Stake St, Loveland, CO 80538

Signing Officer

Name
Kristin Haller
Title
Treasurer
Phone
3035646011
Signed
2024-10-24
Discuss with paid preparer
No

Preparer

Firm
Elevated Accounting and Tax LLC
Address
1218 W Ash Street Ste G, Windsor, CO 80550
Preparer
Zachary Roth
Phone
9703295851
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Counseling Grant Grantee grantee Relationship None Amount 1,050Activity Eco Week Grant Grantee grantee Relationship None Amount 2,000Activity Principal Grantee grantee Relationship None Amount 800Activity Needs Grantee grantee Relationship None Amount 13,127Activity Teacher Grantee grantee Relationship None Amount 1,200Activity CBA Grantee grantee Relationship None Amount 265

Description of other expenses Part I line 16

Description Amount5th Grade Promotion 174Class Creator 600CPR 1,000Family Assistance/Gary Gives 400Friday Folders 176Staff Snack Cart 443Back to Pack 3,462Class Parties 2,076Garden Project 9,185Glow Party 888Movie Night 619Read Across America 55Special Requests 484Volunteer Appreciation 99Wolf Swag 165Management Fees 283Bank Fees 92Periodic Report 165Other 110Office Supplies 877PTO Supplies 641Admin 881Program Expenses 290Diakonos Foundation Cont. 823

Other program services Part III line 31

Events were programmed and paid for to strengthen the Bamford Community including the Garden Project, Eco Week Support, Movie Nights, Class Parties and Staff Appreciation.

Raw XML Appendix154 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/PersonNm0Kristin Haller
IRS990EZ/BooksInCareOfDetail/PhoneNum03035646011
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06055 Travers Stake St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Loveland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080538
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085458
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101464
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016006
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101464
IRS990EZ/FundraisingGrossIncomeAmt096813
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018442
IRS990EZ/GrossReceiptsAmt096813
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt085458
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0101464
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt085458
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0101464
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katie Harmon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mallory Henry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carolyn Snyder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristin Haller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt023988
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants and monies provided to the teachers for class needs and field trips
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Monies provided to support the childrens Garden Project Landscape and Design.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Monies provided to support Staff/Teacher/Volunteer Appreciation Events
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013127
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19185
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23995
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt314803
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt038377
IRS990EZ/SpecialEventsNetIncomeLossAmt058436
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CO
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042430
IRS990EZ/TotalProgramServiceExpensesAmt041110
IRS990EZ/TotalRevenueAmt058436
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://bamfordpto.square.site
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt085554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt085554
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt085554
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt085554
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt085554
IRS990ScheduleA/TotalSupportAmt085554
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038377
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WolfPack Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Tourney
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt040429
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt093624
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt040429
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt093624
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt055247
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt018974
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038377
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04947
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014456
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Counseling Grant Grantee grantee Relationship None Amount 1,050Activity Eco Week Grant Grantee grantee Relationship None Amount 2,000Activity Principal Grantee grantee Relationship None Amount 800Activity Needs Grantee grantee Relationship None Amount 13,127Activity Teacher Grantee grantee Relationship None Amount 1,200Activity CBA Grantee grantee Relationship None Amount 265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description Amount5th Grade Promotion 174Class Creator 600CPR 1,000Family Assistance/Gary Gives 400Friday Folders 176Staff Snack Cart 443Back to Pack 3,462Class Parties 2,076Garden Project 9,185Glow Party 888Movie Night 619Read Across America 55Special Requests 484Volunteer Appreciation 99Wolf Swag 165Management Fees 283Bank Fees 92Periodic Report 165Other 110Office Supplies 877PTO Supplies 641Admin 881Program Expenses 290Diakonos Foundation Cont. 823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Events were programmed and paid for to strengthen the Bamford Community including the Garden Project, Eco Week Support, Movie Nights, Class Parties and Staff Appreciation.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristin Haller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03035646011
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bamford Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0BAMF
ReturnHeader/Filer/EIN0863127427
ReturnHeader/Filer/USAddress/AddressLine1Txt06055 Travers Stake St
ReturnHeader/Filer/USAddress/CityNm0Loveland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080538
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0901709121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Elevated Accounting and Tax LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01218 W Ash Street Ste G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Windsor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080550
ReturnHeader/PreparerPersonGrp/PhoneNum09703295851
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Zachary Roth
ReturnHeader/ReturnTs02024-11-05T09:58:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings