Civic Intelligence

Bonnie Wilkinson Elementary PTA

990EZ • Fiscal year 2015 • EIN 27-0194755

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 19, 2015

2575 Ed Kharbat DrConroe, TX 77302

(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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-10.0%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$16,871

Down $3,996 (-19%) from 2014

Net Assets

Down

$16,871

Down $3,996 (-19%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$31,240

Down $3,461 (-10.0%) from 2014

Expenses

Down

$35,236

Down $15,368 (-30%) from 2014

Net Income

Up

-$3,996

Up $11,907 (+75%) from 2014

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

2015

Assets$16,871
Liabilities$0
Net Assets$16,871

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

2015

Revenue$31,240
Expenses$35,236
Net Income-$3,996
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 19, 2015
Return Version
2014v5.0
Gross Receipts
$85,936
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$27,876
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA ULLRICHPresidentPT$0--
AMY GANDARAVice-President-$0--
CHRISTEL ZUVICHTreasurerPT$0--
TIFFANY CARRANZASecretary-$0--
TAMARA MCCARTNEYParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$43,355$43,355$23,694$19,661
Canton in Conroe$6,422$6,422$914$5,508
Total Events$68,775$68,775$38,005$30,770
Filing and Contact Details

Filer

Filer Name
Bonnie Wilkinson Elementary Pta
EIN
27-0194755
Phone
9367091500
Address
2575 ED KHARBAT DR, CONROE, TX 77302

Signing Officer

Name
Christel Zuvich
Title
Treasurer
Phone
9367091500
Signed
2015-11-19
Discuss with paid preparer
Yes

Preparer

Firm
Hereford Lynchsellars & Kirkham Pc
Address
1406 WILSON RD SUITE 100, CONROE, TX 77304
Preparer
Leland Dushkin
Phone
9367568127
Supplemental Narrative

Additional Explanations

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

Income: gross receipts: 15,316. Returns and allowances: 0. Less cost of goods sold: 16,691. Gross profit: -1,375. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 16,691. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 16,691.

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

Description: insurance. Amount: 655. Description: training. Amount: 1,653. Description: member expense. Amount: 1,358. Description: hospitality. Amount: 1,508. Description: program service expense. Amount: 27,876. Total to form 990-ez, line 16: 33,050.

Raw XML Appendix184 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt033050
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/PrintingPublicationsPostageAmt01079
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 15,316. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 16,691. GROSS PROFIT: -1,375. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 16,691. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 16,691.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 655. DESCRIPTION: TRAINING. AMOUNT: 1,653. DESCRIPTION: MEMBER EXPENSE. AMOUNT: 1,358. DESCRIPTION: HOSPITALITY. AMOUNT: 1,508. DESCRIPTION: PROGRAM SERVICE EXPENSE. AMOUNT: 27,876. TOTAL TO FORM 990-EZ, LINE 16: 33,050.
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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTEL ZUVICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09367091500
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BONNIE WILKINSON ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0BONN
ReturnHeader/Filer/EIN0270194755
ReturnHeader/Filer/PhoneNum09367091500
ReturnHeader/Filer/USAddress/AddressLine1Txt02575 ED KHARBAT DR
ReturnHeader/Filer/USAddress/CityNm0CONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760286393
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEREFORD LYNCHSELLARS & KIRKHAM PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01406 WILSON RD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077304
ReturnHeader/PreparerPersonGrp/PhoneNum09367568127
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LELAND DUSHKIN
ReturnHeader/ReturnTs02015-11-20T11:34:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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