Civic Intelligence

Ellisor Elementary PTO

990EZ • Fiscal year 2017 • EIN 20-3007341

Jun 01, 2016 to May 31, 2017 • Filed on Oct 10, 2017

33040 Egypt LnMagnolia, TX 77354

(936) 372-1400

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

39th percentile

-0.5%

Higher net margin than 39% 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

42nd percentile

-1.0%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

59th percentile

7.5%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Down

$35,136

Down $351 (-1.0%) from 2016

Net Assets

Down

$35,136

Down $351 (-1.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$71,045

Up $4,938 (+7.5%) from 2016

Expenses

Up

$71,396

Up $10,556 (+17%) from 2016

Net Income

Down

-$351

Down $5,618 (-107%) 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 2013: $47,571Liabilities 2013: $02013Assets 2014: $24,896Liabilities 2014: $0Net Assets 2014: $24,8962014Assets 2015: $30,220Liabilities 2015: $0Net Assets 2015: $30,2202015Assets 2016: $35,487Liabilities 2016: $0Net Assets 2016: $35,4872016Assets 2017: $35,136Liabilities 2017: $0Net Assets 2017: $35,1362017Assets 2018: $25,601Liabilities 2018: $0Net Assets 2018: $25,6012018Assets 2019: $19,698Net Assets 2019: $19,6982019Assets 2020: $33,152Net Assets 2020: $33,1522020Assets 2021: $34,679Net Assets 2021: $34,6792021Assets 2022: $41,135Net Assets 2022: $41,1352022Assets 2023: $31,315Liabilities 2023: $02023Assets 2024: $29,133Liabilities 2024: $02024Assets 2025: $55,411Net Assets 2025: $55,4112025

Highlighted filing

2017

Assets$35,136
Liabilities$0
Net Assets$35,136

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $67,258Expenses 2013: $86,840Net Income 2013: -$19,5822013Revenue 2014: $65,920Expenses 2014: $88,595Net Income 2014: -$22,6752014Revenue 2015: $86,812Expenses 2015: $81,488Net Income 2015: $5,3242015Revenue 2016: $66,107Expenses 2016: $60,840Net Income 2016: $5,2672016Revenue 2017: $71,045Expenses 2017: $71,396Net Income 2017: -$3512017Revenue 2018: $70,253Expenses 2018: $79,788Net Income 2018: -$9,5352018Revenue 2019: $65,200Expenses 2019: $71,103Net Income 2019: -$5,9032019Revenue 2020: $55,894Expenses 2020: $42,440Net Income 2020: $13,4542020Revenue 2021: $18,679Expenses 2021: $17,152Net Income 2021: $1,5272021Revenue 2022: $66,202Expenses 2022: $59,746Net Income 2022: $6,4562022Revenue 2023: $55,023Expenses 2023: $64,843Net Income 2023: -$9,8202023Revenue 2024: $52,006Expenses 2024: $54,188Net Income 2024: -$2,1822024Revenue 2025: $86,628Expenses 2025: $60,350Net Income 2025: $26,2782025

Highlighted filing

2017

Revenue$71,045
Expenses$71,396
Net Income-$351
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 10, 2017
Return Version
2016v3.0
Gross Receipts
$104,074
Mission and Program Overview

Mission

To raise additional funds for the educational benefit of the student body of ellisor elementary school in magnolia independent school district.

Program Services

DescriptionGrantsExpenses
TO RAISE ADDITIONAL FUNDS FOR THE EDUCATIONAL BENEFIT OF THE STUDENT BODY OF ELLISOR ELEMENTARY SCHOOL IN THE MAGNOLIA INDEPENDENT SCHOOL DISTRICT.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA GILSTRAPPresident-$0--
NICOLE VAUGHNVice President-$0--
BECKY FERNANDEZSecretary-$0--
APRIL MORGANTreasurer-$0--
JAMI FRANKLINCo Vice Pr-$0--
MARY THOMASCo Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall/spring Fund Raiser$92,587$92,587$33,029$59,558
Total Events$92,587$92,587$33,029$59,558
Filing and Contact Details

Filer

Filer Name
Ellisor Elementary Pto
EIN
20-3007341
Phone
9363721400
Address
33040 EGYPT LN, MAGNOLIA, TX 77354

Signing Officer

Name
April Morgan
Title
Treasurer
Phone
9363721400
Signed
2017-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Sheffield Trackwell & Rapp LLC
Address
200 RIVERPOINTE DR SUITE 310, CONROE, TX 77304
Preparer
James E Trackwell
Phone
9364416550
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: teacher appreciation. Amount: 1,206. Description: fifth grade celebration. Amount: 600. Description: field trips. Amount: 250. Description: principals fund. Amount: 7,000. Description: school improvement. Amount: 40,126. Description: reading expenses. Amount: 5,581. Description: miscellaneous expense. Amount: 10,124. Description: office expense. Amount: 312. Description: enrichment - math. Amount: 978. Description: school programs. Amount: 643. Description: family breakfast. Amount: 986. Description: other. Amount: 1,581. Description: grade level grants. Amount: 290. Total to form 990-ez, line 16: 69,677.

Raw XML Appendix182 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/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSICA GILSTRAP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICOLE VAUGHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BECKY FERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3APRIL MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMI FRANKLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO VICE PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt069677
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE ADDITIONAL FUNDS FOR THE EDUCATIONAL BENEFIT OF THE STUDENT BODY OF ELLISOR ELEMENTARY SCHOOL IN MAGNOLIA INDEPENDENT SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RAISE ADDITIONAL FUNDS FOR THE EDUCATIONAL BENEFIT OF THE STUDENT BODY OF ELLISOR ELEMENTARY SCHOOL IN THE MAGNOLIA INDEPENDENT SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt059558
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalRevenueAmt071045
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt033029
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 1,206. DESCRIPTION: FIFTH GRADE CELEBRATION. AMOUNT: 600. DESCRIPTION: FIELD TRIPS. AMOUNT: 250. DESCRIPTION: PRINCIPALS FUND. AMOUNT: 7,000. DESCRIPTION: SCHOOL IMPROVEMENT. AMOUNT: 40,126. DESCRIPTION: READING EXPENSES. AMOUNT: 5,581. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 10,124. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 312. DESCRIPTION: ENRICHMENT - MATH. AMOUNT: 978. DESCRIPTION: SCHOOL PROGRAMS. AMOUNT: 643. DESCRIPTION: FAMILY BREAKFAST. AMOUNT: 986. DESCRIPTION: OTHER. AMOUNT: 1,581. DESCRIPTION: GRADE LEVEL GRANTS. AMOUNT: 290. TOTAL TO FORM 990-EZ, LINE 16: 69,677.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0APRIL MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09363721400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELLISOR ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0ELLI
ReturnHeader/Filer/EIN0203007341
ReturnHeader/Filer/PhoneNum09363721400
ReturnHeader/Filer/USAddress/AddressLine1Txt033040 EGYPT LN
ReturnHeader/Filer/USAddress/CityNm0MAGNOLIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077354
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08C5C8CDE6ECC0BDA3F2DAC1BEE3FC9C285CFB2DF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.170.204.206
ReturnHeader/FilingSecurityInformation/IPDt02017-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:39:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272581114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHEFFIELD TRACKWELL & RAPP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 RIVERPOINTE DR SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077304
ReturnHeader/PreparerPersonGrp/PhoneNum09364416550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E TRACKWELL
ReturnHeader/ReturnTs02017-10-10T17:40:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

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