Civic Intelligence

Bonnie Wilkinson Elementary PTA

990EZ • Fiscal year 2014 • EIN 27-0194755

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

2575 Ed Kharbat Dr77302

(936) 709-1500

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

8th percentile

-46%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

$20,867

No earlier filing loaded for comparison.

Net Assets

$20,867

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$34,701

No earlier filing loaded for comparison.

Expenses

$50,604

No earlier filing loaded for comparison.

Net Income

-$15,903

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.

$80K$60K$40K$20K$0Assets 2014: $20,867Liabilities 2014: $0Net Assets 2014: $20,8672014Assets 2015: $16,871Liabilities 2015: $0Net Assets 2015: $16,8712015Assets 2016: $8,717Liabilities 2016: $0Net Assets 2016: $8,7172016Assets 2017: $9,344Liabilities 2017: $0Net Assets 2017: $9,3442017Assets 2018: $18,219Liabilities 2018: $0Net Assets 2018: $18,2192018Assets 2019: $28,263Liabilities 2019: $0Net Assets 2019: $28,2632019Assets 2020: $16,685Net Assets 2020: $16,6852020Assets 2021: $18,419Net Assets 2021: $18,4192021Assets 2022: $37,271Net Assets 2022: $37,2712022Assets 2023: $46,222Net Assets 2023: $46,2222023Assets 2024: $63,026Net Assets 2024: $63,0262024Assets 2025: $79,447Net Assets 2025: $79,4472025

Highlighted filing

2014

Assets$20,867
Liabilities$0
Net Assets$20,867

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $34,701Expenses 2014: $50,604Net Income 2014: -$15,9032014Revenue 2015: $31,240Expenses 2015: $35,236Net Income 2015: -$3,9962015Revenue 2016: $51,391Expenses 2016: $59,545Net Income 2016: -$8,1542016Revenue 2017: $48,589Expenses 2017: $47,962Net Income 2017: $6272017Revenue 2018: $52,774Expenses 2018: $43,899Net Income 2018: $8,8752018Revenue 2019: $34,822Expenses 2019: $24,778Net Income 2019: $10,0442019Revenue 2020: $25,135Expenses 2020: $36,713Net Income 2020: -$11,5782020Revenue 2021: $9,194Expenses 2021: $8,622Net Income 2021: $5722021Revenue 2022: $56,532Expenses 2022: $37,680Net Income 2022: $18,8522022Revenue 2023: $83,006Expenses 2023: $74,055Net Income 2023: $8,9512023Revenue 2024: $50,621Expenses 2024: $33,817Net Income 2024: $16,8042024Revenue 2025: $60,955Expenses 2025: $44,534Net Income 2025: $16,4212025

Highlighted filing

2014

Revenue$34,701
Expenses$50,604
Net Income-$15,903
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$95,480
Mission and Program Overview

Mission

Parent teacher association providing enchancements for teachers and students at bonnie wilkinson elementary school in the conroe isd.

Program Services

DescriptionGrantsExpenses
SCHOOL ENHANCEMENTS FOR STUDENTS AND TEACHERS$0$45,048
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLENE KILLIONPresidentPT$0--
KIMBERLY NELSONVice-President-$0--
SARA ULLRICHTreasurerPT$0--
DEBRA GRAYSecretary-$0--
AUDREY ASHBYParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$48,663$48,663$26,470$22,193
Event 2$9,050$9,050$4,837$4,213
Total Events$77,277$77,277$40,326$36,951
Filing and Contact Details

Filer

EIN
27-0194755
Phone
9367091500

Signing Officer

Name
Sara Ullrich
Title
Treasurer
Phone
9367091500
Signed
2014-11-13
Discuss with paid preparer
Yes

Preparer

Preparer
Leland Dushkin
Phone
9367568127
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 16,155. Returns and allowances: 0. Less cost of goods sold: 20,453. Gross profit: -4,298. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 20,453. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 20,453.

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

Description: insurance. Amount: 1,250. Description: training. Amount: 625. Description: state dues. Amount: 981. Description: sales tax. Amount: 857. Description: member expense. Amount: 69. Description: hospitality. Amount: 1,297. Description: program service expense. Amount: 45,048. Total to form 990-ez, line 16: 50,127.

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/BooksInCareOfDetail/PhoneNum09367091500
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IRS990EZ/BooksInCareOfDetail/USAddress/City0CONROE
IRS990EZ/BooksInCareOfDetail/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode077302
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLENE KILLION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBERLY NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA ULLRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBRA GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AUDREY ASHBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt050127
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ASSOCIATION PROVIDING ENCHANCEMENTS FOR TEACHERS AND STUDENTS AT BONNIE WILKINSON ELEMENTARY SCHOOL IN THE CONROE ISD.
IRS990EZ/PrintingPublicationsPostageAmt0477
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL ENHANCEMENTS FOR STUDENTS AND TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045048
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt040326
IRS990EZ/SpecialEventsNetIncomeLossAmt036951
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02048
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09050
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019564
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077277
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SPIRIT STORE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036951
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09019
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026470
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04837
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 16,155. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 20,453. GROSS PROFIT: -4,298. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 20,453. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 20,453.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 1,250. DESCRIPTION: TRAINING. AMOUNT: 625. DESCRIPTION: STATE DUES. AMOUNT: 981. DESCRIPTION: SALES TAX. AMOUNT: 857. DESCRIPTION: MEMBER EXPENSE. AMOUNT: 69. DESCRIPTION: HOSPITALITY. AMOUNT: 1,297. DESCRIPTION: PROGRAM SERVICE EXPENSE. AMOUNT: 45,048. TOTAL TO FORM 990-EZ, LINE 16: 50,127.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA ULLRICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09367091500
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10BONNIE WILKINSON ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0BONN
ReturnHeader/Filer/EIN0270194755
ReturnHeader/Filer/PhoneNum09367091500
ReturnHeader/Filer/USAddress/AddressLine102575 ED KHARBAT DR
ReturnHeader/Filer/USAddress/City0CONROE
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760286393
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HEREFORD LYNCHSELLARS & KIRKHAM PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101406 WILSON RD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode077304
ReturnHeader/PreparerPersonGrp/PhoneNum09367568127
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LELAND DUSHKIN
ReturnHeader/ReturnTs02014-11-14T14:40:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings