Civic Intelligence

Baker Elementary PTO

990EZ • Fiscal year 2023 • EIN 26-0151299

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 15, 2023

Organization ProfileN/A
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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

37th percentile

-2.4%

Higher net margin than 37% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-4.7%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

20%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$28,502

Down $1,413 (-4.7%) from 2022

Net Assets

Down

$28,502

Down $1,413 (-4.7%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Up

$58,436

Up $9,719 (+20%) from 2022

Expenses

Up

$59,849

Up $15,257 (+34%) from 2022

Net Income

Down

-$1,413

Down $5,538 (-134%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

2023

Assets$28,502
Liabilities-
Net Assets$28,502
Open 2023 Filing

Operations Trend

Revenue Growth65th percentile

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

2023

Revenue$58,436
Expenses$59,849
Net Income-$1,413
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 15, 2023
Return Version
2022v5.0
Gross Receipts
$70,823
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-$40,529
PURCHASES FOR 50+ TEACHERS-$7,728
PURCHASES FOR STAFF, STUDENT, AND PARENT ENGAGEMENT EVENTS AND APPRECIATION-$7,115
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER QUONGPresidentPT$0--
ASHLEY RANSONVice PresidentPT$0--
LIZ YIPSecretaryPT$0--
KENNETH CLOWESTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raize Craze$44,242$44,242$1,158$43,084
Total Events$44,242$44,242$1,158$43,084
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
Kenneth Clowes
Title
Treasurer
Signed
2023-09-15
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 $1014”

Other Expenses.1012

“Insurance $555”

Other Expenses.1

“Purchases/improvements for sch $40529”

Other Expenses.2

“Teacher appreciation $7728”

Other Expenses.3

“EVENT COSTS $6041”

Other Expenses.4

“MISCELLANEOUS $1529”

Other Expenses.5

“MEMBERSHIP COSTS $920”

Other Expenses.6

“CREDIT CARD FEES $585”

Other Expenses.8

“SALES TAX EXPENSE $154”

Other Expenses.9

“BANK CHARGES $23”

Raw XML Appendix193 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.

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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER QUONG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt059078
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL/CHARITABLE
IRS990EZ/PrintingPublicationsPostageAmt0271
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/ProgramServiceExpensesAmt040529
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17728
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27115
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01158
IRS990EZ/SpecialEventsNetIncomeLossAmt045793
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt059849
IRS990EZ/TotalProgramServiceExpensesAmt055372
IRS990EZ/TotalRevenueAmt058436
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04322
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05581
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012999
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt040947
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038652
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt066509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt061784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0244116
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt019550
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt019853
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt09425
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt022222
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt023623
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt094673
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0379736
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070823
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0101730
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093296
IRS990ScheduleA/Total509Grp/TotalAmt0379736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068661
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0101730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093296
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0379736
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01158
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RAIZE CRAZE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044242
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043084
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01158
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PURCHASES/IMPROVEMENTS FOR SCH $40529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER APPRECIATION $7728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EVENT COSTS $6041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $1529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERSHIP COSTS $920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CREDIT CARD FEES $585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SALES TAX EXPENSE $154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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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.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH CLOWES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-09-15T07:42:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KENNETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLOWES
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,502
Liabilities
-
Net assets
$28,502
Revenue
$58,436
Expenses
$59,849
Net income
-$1,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.85$0.81$9.04$52.6$51.1$1.58
2024Detailed filing. Detailed filing data is available for this year.$6.59$6.59$45.3$67.2$21.9
2023Detailed filing. Detailed filing data is available for this year.$28.5$28.5$58.4$59.8$1.41
2022Detailed filing. Detailed filing data is available for this year.$29.9$29.9$48.7$44.6$4.13