Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.09x
Liabilities / Revenue
73rd percentile
Higher debt load relative to revenue than 73% of similar nonprofits.
Net Margin
21st percentile
Higher net margin than 21% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
15th percentile
Faster asset growth than 15% of similar nonprofits.
Revenue Growth
25th percentile
Faster revenue growth than 25% of similar nonprofits.
Balance Sheet
Assets
Down$39,253
Down $23,822 (-38%) from 2023
Net Assets
Down$35,906
Down $21,760 (-38%) from 2023
Liabilities
Down$3,347
Down $2,062 (-38%) from 2023
Revenue And Expenses
Revenue
Down$132,627
Down $34,004 (-20%) from 2023
Expenses
Down$155,348
Down $48,084 (-24%) from 2023
Net Income
Up-$22,721
Up $14,080 (+38%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Aug 1, 2023 to Jul 31, 2024
- Signed
- Dec 24, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $132,627
Mission and Program Overview
Mission
To support the education of children at Swenke Elementry School.
To support and enrich the education of students at swenke elementary school.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROVIDE FINANCIAL SUPPORT TO SWENKE ELEMENTARY AND ENRICH THE EDUCATION OF THE STUDENTS. | - | $113,038 |
| TO PROVIDE FINANCIAL SUPPORT TO SWENKE ELEMENTARY AND ENRICH THE EDUCATION OF THE STUDENTS. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| COURTNEY BIELSKI | President | PT | $0 | - | - |
| HAYLEY MURPHEY | VP Primary F | PT | $0 | - | - |
| AMY HOWE | Secretary | PT | $0 | - | - |
| KATY BRACK | Treasurer | PT | $0 | - | - |
| LISHA LUPHER | VP Volunteer | PT | $0 | - | - |
| LARISSA DELEON | VP Connectio | PT | $0 | - | - |
| JENNIFER HUFFER | VP Secondary | PT | $0 | - | - |
| ELIZABETH MILLER | Principal | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Swenke Elementary Pto
- EIN
- 27-0412168
- Phone
- 2812131200
- Address
- 22400 FAIRFIELD PLACE DR, CYPRESS, TX 77433
Signing Officer
- Name
- Katy Brack
- Title
- Treasurer
- Signed
- 2024-12-24
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Plains Tax Strategies
- Address
- 20467 CYPRESSWOOD DR STE B, CYPRESS, TX 77433-5846
- Preparer
- Lori Andersen
- Phone
- 2812139210
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses pto supplies 359 technology 735 pto insurance 750 school enrichment 622 field trips 10,411 day supplies 501 interactive learning 2,693 inclusive playground 4,229 spirit tags 3,500 eoy raffle incentives 252 misc school projects 2,992 memory book annual gift 2,313 student lessons 13,334 garden maintenance 814 student enrichment 21 holiday party 494 eoy party 4,698 royal rewards/treasurer t 600 leider holiday drive 198 educational materials 5,000 snow cone social 1,636 staff development 10,000 monthlystaff appreciation 7,637 secondary education schol 2,000 community outrieach -adop 3,225 annual fun run 2,491 spirit gear 5,233 boy staff breakfast 2,027 pto meetings 213 boy teacher gift cards 1,525 mother/son dance 1,809 father/daughter dance 3,093 game night 3,361 5th grade ( self funded) 2,519 5th grade eoy celebration 21,436 5th grade t- shirts 2,880 5th grade memor books 1,100 5th grade gingerbread hou 1,400 5th grade class pictures 375 5th grade legacy gift 1,614 office and administrative 144 tax preperation 700 uniform expense 593 pto box rental 149 community engagement 921 welcome lunch 482 candy cnae fun run 18,690 square transaction fees 356 luma pay transaction fees 1,572 misc expenses 36 total 153,733”
Form 990-ez, Part I, Line 20
“ADJ 959”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 5,407 3,347”
Form 990-ez, Part III
“To support and enrich the education of students at swenke elementary school.”
Form 990-ez, Part III, Line 31
“To provide financial support to swenke elementary and enrich the education of the students.”
Raw XML Appendix150 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | KATY BRACK |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2812131200 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 14619 MOCCASIN RIDGE DR |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CYPRESS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 77433 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 63075 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 39253 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 11755 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -22721 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 63075 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 39253 |
| IRS990EZ/GrossReceiptsAmt | 0 | 132627 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 57668 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 35906 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 57668 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 35906 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 1615 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | COURTNEY BIELSKI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | HAYLEY MURPHEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | AMY HOWE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KATY BRACK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | LISHA LUPHER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | LARISSA DELEON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JENNIFER HUFFER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ELIZABETH MILLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VP PRIMARY F |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VP VOLUNTEER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VP CONNECTIO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | VP SECONDARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | PRINCIPAL |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 959 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 153733 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO SUPPORT AND ENRICH THE EDUCATION OF STUDENTS AT SWENKE ELEMENTARY SCHOOL. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 120872 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROVIDE FINANCIAL SUPPORT TO SWENKE ELEMENTARY AND ENRICH THE EDUCATION OF THE STUDENTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | TO PROVIDE FINANCIAL SUPPORT TO SWENKE ELEMENTARY AND ENRICH THE EDUCATION OF THE STUDENTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 113038 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 5407 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 3347 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 155348 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 113038 |
| IRS990EZ/TotalRevenueAmt | 0 | 132627 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | SWENKEPTO.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 11755 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7196 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 24335 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 17518 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 9519 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 70323 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 446062 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 70323 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 11755 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7196 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 24335 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 17518 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 9519 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 70323 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 70323 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES PTO SUPPLIES 359 TECHNOLOGY 735 PTO INSURANCE 750 SCHOOL ENRICHMENT 622 FIELD TRIPS 10,411 DAY SUPPLIES 501 INTERACTIVE LEARNING 2,693 INCLUSIVE PLAYGROUND 4,229 SPIRIT TAGS 3,500 EOY RAFFLE INCENTIVES 252 MISC SCHOOL PROJECTS 2,992 MEMORY BOOK ANNUAL GIFT 2,313 STUDENT LESSONS 13,334 GARDEN MAINTENANCE 814 STUDENT ENRICHMENT 21 HOLIDAY PARTY 494 EOY PARTY 4,698 ROYAL REWARDS/TREASURER T 600 LEIDER HOLIDAY DRIVE 198 EDUCATIONAL MATERIALS 5,000 SNOW CONE SOCIAL 1,636 STAFF DEVELOPMENT 10,000 MONTHLYSTAFF APPRECIATION 7,637 SECONDARY EDUCATION SCHOL 2,000 COMMUNITY OUTRIEACH -ADOP 3,225 ANNUAL FUN RUN 2,491 SPIRIT GEAR 5,233 BOY STAFF BREAKFAST 2,027 PTO MEETINGS 213 BOY TEACHER GIFT CARDS 1,525 MOTHER/SON DANCE 1,809 FATHER/DAUGHTER DANCE 3,093 GAME NIGHT 3,361 5TH GRADE ( SELF FUNDED) 2,519 5TH GRADE EOY CELEBRATION 21,436 5TH GRADE T- SHIRTS 2,880 5TH GRADE MEMOR BOOKS 1,100 5TH GRADE GINGERBREAD HOU 1,400 5TH GRADE CLASS PICTURES 375 5TH GRADE LEGACY GIFT 1,614 OFFICE AND ADMINISTRATIVE 144 TAX PREPERATION 700 UNIFORM EXPENSE 593 PTO BOX RENTAL 149 COMMUNITY ENGAGEMENT 921 WELCOME LUNCH 482 CANDY CNAE FUN RUN 18,690 SQUARE TRANSACTION FEES 356 LUMA PAY TRANSACTION FEES 1,572 MISC EXPENSES 36 TOTAL 153,733 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ADJ 959 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,407 3,347 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO SUPPORT AND ENRICH THE EDUCATION OF STUDENTS AT SWENKE ELEMENTARY SCHOOL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | TO PROVIDE FINANCIAL SUPPORT TO SWENKE ELEMENTARY AND ENRICH THE EDUCATION OF THE STUDENTS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KATY BRACK |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-12-24 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SWENKE ELEMENTARY PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SWEN |
| ReturnHeader/Filer/EIN | 0 | 270412168 |
| ReturnHeader/Filer/PhoneNum | 0 | 2812131200 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 22400 FAIRFIELD PLACE DR |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CYPRESS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 77433 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 822941837 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PLAINS TAX STRATEGIES |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 20467 CYPRESSWOOD DR STE B |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CYPRESS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 774335846 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2812139210 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-12-24 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LORI ANDERSEN |
| ReturnHeader/ReturnTs | 0 | 2024-12-24T12:40:54-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-08-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-07-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $39,253
- Liabilities
- $3,347
- Net assets
- $35,906
- Revenue
- $132,627
- Expenses
- $155,348
- Net income
- -$22,721