Civic Intelligence

Palisades Elementary School Parent Teacher Organization

990EZ • Fiscal year 2017 • EIN 99-0341167

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 12, 2017

2306 Auhuhu StreetPearl City, HI 96782

(808) 453-6550

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

9.5%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$15,148

Down $9,136 (-38%) from 2016

Net Assets

Down

$15,148

Down $9,136 (-38%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$38,249

Up $3,306 (+9.5%) from 2016

Expenses

Up

$47,385

Up $17,065 (+56%) from 2016

Net Income

Down

-$9,136

Down $13,759 (-298%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $40,147Liabilities 2012: $0Net Assets 2012: $40,1472012Assets 2013: $28,143Liabilities 2013: $0Net Assets 2013: $28,1432013Assets 2014: $43,365Liabilities 2014: $0Net Assets 2014: $43,3652014Assets 2015: $19,661Liabilities 2015: $0Net Assets 2015: $19,6612015Assets 2016: $24,284Liabilities 2016: $0Net Assets 2016: $24,2842016Assets 2017: $15,148Liabilities 2017: $0Net Assets 2017: $15,1482017Assets 2018: $19,343Liabilities 2018: $0Net Assets 2018: $19,3432018Assets 2019: $21,276Liabilities 2019: $0Net Assets 2019: $21,2762019Assets 2020: $25,541Liabilities 2020: $0Net Assets 2020: $25,5412020Assets 2021: $39,539Net Assets 2021: $39,5392021Assets 2022: $42,489Net Assets 2022: $42,4892022Assets 2023: $31,286Liabilities 2023: $02023Assets 2024: $30,474Net Assets 2024: $30,4742024Assets 2025: $33,551Net Assets 2025: $33,5512025

Highlighted filing

2017

Assets$15,148
Liabilities$0
Net Assets$15,148

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2012: $22,476Expenses 2012: $20,522Net Income 2012: $1,9542012Revenue 2013: $18,275Expenses 2013: $31,825Net Income 2013: -$13,5502013Revenue 2014: $33,778Expenses 2014: $18,556Net Income 2014: $15,2222014Revenue 2015: $28,030Expenses 2015: $51,734Net Income 2015: -$23,7042015Revenue 2016: $34,943Expenses 2016: $30,320Net Income 2016: $4,6232016Revenue 2017: $38,249Expenses 2017: $47,385Net Income 2017: -$9,1362017Revenue 2018: $43,649Expenses 2018: $39,454Net Income 2018: $4,1952018Revenue 2019: $42,361Expenses 2019: $40,795Net Income 2019: $1,5662019Revenue 2020: $37,779Expenses 2020: $34,025Net Income 2020: $3,7542020Revenue 2021: $22,526Expenses 2021: $8,528Net Income 2021: $13,9982021Revenue 2022: $20,730Expenses 2022: $17,780Net Income 2022: $2,9502022Revenue 2023: $13,382Expenses 2023: $24,585Net Income 2023: -$11,2032023Revenue 2024: $33,616Expenses 2024: $34,428Net Income 2024: -$8122024Revenue 2025: $33,247Expenses 2025: $30,170Net Income 2025: $3,0772025

Highlighted filing

2017

Revenue$38,249
Expenses$47,385
Net Income-$9,136
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 12, 2017
Return Version
2016v3.0
Gross Receipts
$65,184
Mission and Program Overview

Mission

EDUCATIONAL

Program Services

DescriptionGrantsExpenses
PARENTS AND TEACHERS DEDICATED TO ENRICHING STUDENTS LIVES BY SUPPORTING EDUCATIONAL PROGRAMS AND PROVIDING INCENTIVES FOR EDUCATION--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIKA RODGERSPresident-$0--
TRACIE KIYOTAVice President-$0--
JANA CACATIAN PINTORSecretary-$0--
KATHY MATSUMOTOVice President-$0--
JENNIFER TESHIMATreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Sales$28,700$28,700$17,971$10,729
Fall Carniva$14,430$14,430$4,758$9,672
Total Events$54,771$54,771$26,935$27,836
Filing and Contact Details

Filer

Filer Name
Palisades Elementary School Pto
EIN
99-0341167
Address
2306 AUHUHU STREET, Pearl City, HI 96782

Signing Officer

Name
Jennifer Teshima
Title
Treasurer
Phone
8084536550
Signed
2017-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Unlimited Tax Services LLC
Address
PO Box 230702, Las Vegas, NV 89123
Preparer
Trenton K Wailehua
Phone
8087449202
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountVARIOUS COMMUNITY EVENTS 17,676ENRICHMENT 20,475PTO OPERATIONS 5,395RECOGNITION 3,389

Raw XML Appendix178 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/PhoneNum08084536550
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02306 AUHUHU STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pearl City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096782
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024284
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015148
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010414
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9136
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt054770
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024284
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015148
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024284
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015148
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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/PersonNm0ERIKA RODGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACIE KIYOTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANA CACATIAN PINTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHY MATSUMOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER TESHIMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt046935
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARENTS AND TEACHERS DEDICATED TO ENRICHING STUDENTS LIVES BY SUPPORTING EDUCATIONAL PROGRAMS AND PROVIDING INCENTIVES FOR EDUCATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026935
IRS990EZ/SpecialEventsNetIncomeLossAmt027835
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0HI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047385
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt038249
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010414
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014016
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09838
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012917
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt054770
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049576
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt056667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020842
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0239267
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0302047
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073007
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063592
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066505
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt033759
IRS990ScheduleA/Total509Grp/TotalAmt0302047
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033759
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0302047
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026935
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL CARNIVA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054771
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt054771
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027836
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04206
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026935
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017971
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04758
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountVARIOUS COMMUNITY EVENTS 17,676ENRICHMENT 20,475PTO OPERATIONS 5,395RECOGNITION 3,389
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER TESHIMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08084536550
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALISADES ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0PALI
ReturnHeader/Filer/EIN0990341167
ReturnHeader/Filer/USAddress/AddressLine1Txt02306 AUHUHU STREET
ReturnHeader/Filer/USAddress/CityNm0Pearl City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096782
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E2D580B2E9497DC609546779AC1AD2E4DEAA8FD2
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-09-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.171.140.17
ReturnHeader/FilingSecurityInformation/IPDt02017-09-15
ReturnHeader/FilingSecurityInformation/IPTm022:11:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452968255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Unlimited Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 230702
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Las Vegas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089123
ReturnHeader/PreparerPersonGrp/PhoneNum08087449202
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Trenton K Wailehua
ReturnHeader/ReturnTs02017-09-15T13:59:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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.$33.6$33.6$33.2$30.2$3.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.5$30.5$33.6$34.4$0.81
2023Summary only. Only limited summary data is available for this year.$31.3$0.00$13.4$24.6$11.2
2022Detailed filing. Detailed filing data is available for this year.$42.5$42.5$20.7$17.8$2.95
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.5$39.5$22.5$8.53$14.0
2020Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$37.8$34.0$3.75
2019Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$42.4$40.8$1.57
2018Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$43.6$39.5$4.20
2017Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$38.2$47.4$9.14
2016Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$34.9$30.3$4.62
2015Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$28.0$51.7$23.7
2014Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$33.8$18.6$15.2
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.1$0.00$28.1$18.3$31.8$13.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.1$0.00$40.1$22.5$20.5$1.95