Civic Intelligence

Bonnie Wilkinson Elementary PTA

990EZ • Fiscal year 2023 • EIN 27-0194755

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 22, 2024

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

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

63rd percentile

11%

Higher net margin than 63% 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

76th percentile

24%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

79th percentile

47%

Faster revenue growth than 79% of similar nonprofits.

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

Assets

Up

$46,222

Up $8,951 (+24%) from 2022

Net Assets

Up

$46,222

Up $8,951 (+24%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$83,006

Up $26,474 (+47%) from 2022

Expenses

Up

$74,055

Up $36,375 (+97%) from 2022

Net Income

Down

$8,951

Down $9,901 (-53%) from 2022

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

2023

Assets$46,222
Liabilities-
Net Assets$46,222

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

2023

Revenue$83,006
Expenses$74,055
Net Income$8,951
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 22, 2024
Return Version
2022v5.0
Gross Receipts
$98,086
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Educational enhancements for students and teachers, including playground equipment, field trips, and other student and teacher activities.-$70,157
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah JeffusPresidentPT$0--
Meghan KeetonVice-President-$0--
Lindsey MaloneSecretary-$0--
Kymber RobertsTreasurer-$0--
Staci BergfeldPartliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raffle$51,002$51,002-$51,002
Holiday Shop$10,845$10,845$9,663$1,182
Total Events$83,453$83,453$15,080$68,373
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
Kymber Roberts
Title
Treasurer
Phone
9367091500
Signed
2024-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Leland Dushkin CPA
Address
401 North Loop 336 West Ste B, Conroe, TX 77301
Preparer
Leland J Dushkin
Phone
2819231182
Supplemental Narrative

Additional Explanations

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

Sales Tax Expense 484

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

Training 1,811

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

Other Administration Expenses 1,253

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

Program Expense - Educational Enhancements 17,749

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

Program Expense - Teacher and Staff Support 8,000

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

Program Expense - Equipment 1,500

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

Program Expense - Scholarships 2,500

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

Program Expense - Campus and Staff Enhancements 40,408

Raw XML Appendix194 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sales Tax Expense 484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Training 1,811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other Administration Expenses 1,253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Expense - Educational Enhancements 17,749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program Expense - Teacher and Staff Support 8,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Program Expense - Equipment 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program Expense - Scholarships 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Program Expense - Campus and Staff Enhancements 40,408
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-22
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ReturnHeader/Filer/EIN0270194755
ReturnHeader/Filer/PhoneNum09367091500
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ReturnHeader/ReturnTs02024-01-26T02:05:15-00:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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