Civic Intelligence

Baker Elementary PTO

990EZ • Fiscal year 2024 • EIN 26-0151299

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 30, 2025

3215 Bluewood DriveMckinney, TX 75071

(469) 219-2120

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$6,593

Down $21,909 (-77%) from 2023

Net Assets

Down

$6,593

Down $21,909 (-77%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$45,271

Down $13,165 (-23%) from 2023

Expenses

Up

$67,180

Up $7,331 (+12%) from 2023

Net Income

Down

-$21,909

Down $20,496 (-1451%) from 2023

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

2024

Assets$6,593
Liabilities-
Net Assets$6,593

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

2024

Revenue$45,271
Expenses$67,180
Net Income-$21,909
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 30, 2025
Return Version
2023v6.0
Gross Receipts
$64,098
Mission and Program Overview

Mission

EDUCATIONAL/CHARITABLE

Program Services

DescriptionGrantsExpenses
IMPROVEMENTS/PURCHASES FOR SCHOOL TO BENEFIT 850+ STUDENTS-$32,425
PURCHASES FOR STAFF, STUDENT, AND PARENT ENGAGEMENT EVENTS AND APPRECIATION-$21,800
PURCHASES FOR 50+ TEACHERS-$9,625
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raize Craze$26,936$26,936$2,437$24,499
Spirit Nights$7,981$7,981-$7,981
Total Events$34,917$34,917$2,437$32,480
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
2025-01-30
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 $844

Other Expenses.1012

Insurance $555

Other Expenses.1

Purchases/improvements for sch $32425

Other Expenses.2

EVENT COSTS $20486

Other Expenses.3

Teacher appreciation $9624

Other Expenses.4

MISCELLANEOUS $1876

Other Expenses.5

SALES TAX EXPENSE $836

Other Expenses.6

MEMBERSHIP COSTS $479

Other Expenses.7

CREDIT CARD FEES $45

Other Expenses.8

BANK CHARGES $10

Raw XML Appendix192 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/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $555
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVENT COSTS $20486
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH CLOWES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAKER ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0260151299
ReturnHeader/Filer/PhoneNum04692192120
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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/ReturnTs02025-01-30T06:13:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings