Civic Intelligence

Baker Elementary PTO

990EZ • Fiscal year 2022 • EIN 26-0151299

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 08, 2022

3215 Bluewood DriveMckinney, TX 75071

(469) 219-2120

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

56th percentile

8.5%

Higher net margin than 56% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

$29,915

No earlier filing loaded for comparison.

Net Assets

$29,915

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$48,717

No earlier filing loaded for comparison.

Expenses

$44,592

No earlier filing loaded for comparison.

Net Income

$4,125

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2022: $29,915Net Assets 2022: $29,9152022Assets 2023: $28,502Net Assets 2023: $28,5022023Assets 2024: $6,593Net Assets 2024: $6,5932024Assets 2025: $9,853Liabilities 2025: $814Net Assets 2025: $9,0392025

Highlighted filing

2022

Assets$29,915
Liabilities-
Net Assets$29,915

Operations Trend

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

$100K$50K$0-$50KRevenue 2022: $48,717Expenses 2022: $44,592Net Income 2022: $4,1252022Revenue 2023: $58,436Expenses 2023: $59,849Net Income 2023: -$1,4132023Revenue 2024: $45,271Expenses 2024: $67,180Net Income 2024: -$21,9092024Revenue 2025: $52,627Expenses 2025: $51,051Net Income 2025: $1,5762025

Highlighted filing

2022

Revenue$48,717
Expenses$44,592
Net Income$4,125
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 8, 2022
Return Version
2021v4.1
Gross Receipts
$68,661
Mission and Program Overview

Mission

To support and enhance the educational experience at Baker Elementary by fostering relationships among the school parents and teachers through volunteerism fundraising and community-building activities.

EDUCATIONAL/CHARITABLE

Program Services

DescriptionGrantsExpenses
IMPROVEMENTS/PURCHASES FOR SCHOOL TO BENEFIT 850+ STUDENTS-$26,288
PURCHASES FOR 50+ TEACHERS-$7,968
PURCHASES FOR STAFF, STUDENT, AND PARENT ENGAGEMENT EVENTS AND APPRECIATION-$7,020
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA THAXTONPresidentPT$0--
ANGELA ROBERTSVice PresidentPT$0--
JENNIFER QUONGSecretaryPT$0--
DEBBIE WILLETTTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raize Craze$35,998$35,998$4,875$31,123
Total Events$35,998$35,998$4,875$31,123
Filing and Contact Details

Filer

Filer Name
Baker Elementary Pto
EIN
26-0151299
Phone
4692192120
Address
3215 BLUEWOOD DRIVE, MCKINNEY, TX 75071

Signing Officer

Name
Debbie Willett
Title
Treasurer
Signed
2022-12-08
Discuss with paid preparer
Yes

Preparer

Firm
Brad Welch CPA PC
Address
805 Amy Blvd, Anna, TX 75409
Preparer
Brad Welch
Phone
2142732772
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $745

Other Expenses.1012

Insurance $555

Other Expenses.1

Purchases/improvements for sch $26288

Other Expenses.2

Teacher appreciation $7968

Other Expenses.3

EVENT COSTS $5411

Other Expenses.4

MISCELLANEOUS $1324

Other Expenses.5

MEMBERSHIP COSTS $1270

Other Expenses.6

CREDIT CARD FEES $475

Other Expenses.7

SALES TAX EXPENSE $339

Other Expenses.9

BANK CHARGES $22

Raw XML Appendix191 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/PersonNm0DEBBIE WILLETT
IRS990EZ/BooksInCareOfDetail/PhoneNum04692192120
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03215 BLUEWOOD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MCKINNEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075071
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025790
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029915
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010156
IRS990EZ/CostOfGoodsSoldAmt015069
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04125
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025790
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029915
IRS990EZ/FundraisingGrossIncomeAmt038652
IRS990EZ/GrossProfitLossSlsOfInvntryAmt04784
IRS990EZ/GrossReceiptsAmt068661
IRS990EZ/GrossSalesOfInventoryAmt019853
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025790
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029915
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025790
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029915
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREA THAXTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELA ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER QUONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBBIE WILLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044397
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL/CHARITABLE
IRS990EZ/PrintingPublicationsPostageAmt0195
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IMPROVEMENTS/PURCHASES FOR SCHOOL TO BENEFIT 850+ STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PURCHASES FOR 50+ TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PURCHASES FOR STAFF, STUDENT, AND PARENT ENGAGEMENT EVENTS AND APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026288
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17968
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27020
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04875
IRS990EZ/SpecialEventsNetIncomeLossAmt033777
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt044592
IRS990EZ/TotalProgramServiceExpensesAmt041276
IRS990EZ/TotalRevenueAmt048717
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05581
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012999
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043963
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038652
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt066509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073924
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0271089
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt019853
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt09425
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt022222
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt023623
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt019594
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt094717
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0409769
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101730
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100856
IRS990ScheduleA/Total509Grp/TotalAmt0409769
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt045226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0101730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt093296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100856
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0409769
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04875
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RAIZE CRAZE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035998
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031123
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04875
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PURCHASES/IMPROVEMENTS FOR SCH $26288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER APPRECIATION $7968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EVENT COSTS $5411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $1324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERSHIP COSTS $1270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CREDIT CARD FEES $475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SALES TAX EXPENSE $339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE WILLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAKER ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0260151299
ReturnHeader/Filer/PhoneNum04692192120
ReturnHeader/Filer/USAddress/AddressLine1Txt03215 BLUEWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0MCKINNEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075071
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823282555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brad Welch CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0805 Amy Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Anna
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075409
ReturnHeader/PreparerPersonGrp/PhoneNum02142732772
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brad Welch
ReturnHeader/ReturnTs02022-12-08T12:53:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBBIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLETT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings