Civic Intelligence

Stafford Municipal School District Education Foundation

990EZ • Fiscal year 2014 • EIN 30-0238472

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 12, 2015

Organization ProfileN/A
PO Box 1907Stafford, TX 77497-1907

(281) 313-2300

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.07x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

24th percentile

-9.4%

Higher net margin than 24% 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

Balance Sheet
Liabilities / Assets70th percentile

Assets

$129,585

No earlier filing loaded for comparison.

Net Assets

$124,335

No earlier filing loaded for comparison.

Liabilities

$5,250

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin24th percentile

Revenue

$74,624

No earlier filing loaded for comparison.

Expenses

$81,636

No earlier filing loaded for comparison.

Net Income

-$7,012

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2014: $129,585Liabilities 2014: $5,250Net Assets 2014: $124,3352014Assets 2015: $111,216Liabilities 2015: $13,250Net Assets 2015: $97,9662015Assets 2016: $107,340Liabilities 2016: $15,897Net Assets 2016: $91,4432016Assets 2017: $117,807Liabilities 2017: $4,800Net Assets 2017: $113,0072017Assets 2018: $130,325Liabilities 2018: $12,000Net Assets 2018: $118,3252018Assets 2019: $146,906Liabilities 2019: $11,750Net Assets 2019: $135,1562019Assets 2020: $142,168Liabilities 2020: $11,500Net Assets 2020: $130,6682020Assets 2021: $152,763Net Assets 2021: $152,7632021Assets 2022: $391,069Liabilities 2022: $0Net Assets 2022: $391,0692022Assets 2023: $365,787Liabilities 2023: $0Net Assets 2023: $365,7872023Assets 2024: $333,460Liabilities 2024: $0Net Assets 2024: $333,4602024

Highlighted filing

2014

Assets$129,585
Liabilities$5,250
Net Assets$124,335
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2014: $74,624Expenses 2014: $81,636Net Income 2014: -$7,0122014Revenue 2015: $43,777Expenses 2015: $70,146Net Income 2015: -$26,3692015Revenue 2016: $24,970Expenses 2016: $31,493Net Income 2016: -$6,5232016Revenue 2017: $104,300Expenses 2017: $82,736Net Income 2017: $21,5642017Revenue 2018: $64,749Expenses 2018: $59,431Net Income 2018: $5,3182018Revenue 2019: $76,586Expenses 2019: $59,755Net Income 2019: $16,8312019Revenue 2020: $62,447Expenses 2020: $66,935Net Income 2020: -$4,4882020Revenue 2021: $77,811Expenses 2021: $55,716Net Income 2021: $22,0952021Revenue 2022: $298,767Expenses 2022: $60,461Net Income 2022: $238,3062022Revenue 2023: $40,780Expenses 2023: $66,062Net Income 2023: -$25,2822023Revenue 2024: $43,822Expenses 2024: $76,149Net Income 2024: -$32,3272024

Highlighted filing

2014

Revenue$74,624
Expenses$81,636
Net Income-$7,012
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 12, 2015
Return Version
2014v5.0
Gross Receipts
$122,163
Mission and Program Overview

Mission

The purpose of the stafford municipal school district education foundation is to provide student scholarships and classroom grants to aid in the education of children of a public school district. The foundation solicits funds from the general public and community organizations as well as organizing fundraising events such as golf tournaments and fun runs. The education foundation has been in continuous operations since 2004.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS FOR GRADUATING SENIORS TO BE USED TOWARD HIGHER EDUCATION EXPENSES.-$53,486
CLASSROOM GRANTS TO BE UTILIZED TO ENHANCE THE EDUCATION OF STUDENTS PRE- KINDERGARTEN THROUGH GRADE 12 ATTENDING THE STAFFORD MUNICIPAL SCHOOL DISTRICT.-$26,972
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN FERROPresident-$0--
LINDA BURKSVice Preside-$0--
M SHIRLEEEN WILLISSecretary-$0--
CYNTHIA E SHELTONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Stafford Msd Education Foundation
EIN
30-0238472
Address
PO BOX 1907, STAFFORD, TX 77497-1907

Signing Officer

Name
John Ferro
Title
President
Signed
2015-08-12

Preparer

Firm
Cindy Shelton CPA Pllc
Address
4800 SUGAR GROVE BLVD SUITE 225, STAFFORD, TX 77477
Preparer
Cynthia E Shelton
Phone
2813132300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Unrealized gain on investment 1,652 total 1,652”

Form 990-ez, Part I, Line 16

“Expenses bank fees 144 office supplies 365 scholarship award ceremony 236 scholarships awarded 53,250 grants awarded 26,972 total 80,967”

Form 990-ez, Part II, Line 24

“Deposit - 2015 golf tournament 0 1,000 total 0 1,000”

Form 990-ez, Part II, Line 26

“Scholarship awards payable 0 5,250”

Form 990-ez, Part III

“The purpose of the stafford municipal school district education foundation is to provide student scholarships and classroom grants to aid in the education of children of a public school district. The foundation solicits funds from the general public and community organizations as well as organizing fundraising events such as golf tournaments and fun runs. The education foundation has been in continuous operations since 2004.”

Raw XML Appendix130 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CINDY SHELTON CPA PLLC
IRS990EZ/BooksInCareOfDetail/PhoneNum02813132300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04800 SUGAR GROVE BLVD STE 225
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STAFFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077477
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0131347
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0128585
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt066501
IRS990EZ/CostOrOtherBasisExpenseSaleAmt047539
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7012
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0131347
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0129585
IRS990EZ/GainOrLossFromSaleOfAssetsAmt05047
IRS990EZ/GrossReceiptsAmt0122163
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01424
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0131347
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0124335
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0131347
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0124335
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN FERRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA BURKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2M SHIRLEEEN WILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CYNTHIA E SHELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01000
IRS990EZ/OtherExpensesTotalAmt080967
IRS990EZ/OtherRevenueTotalAmt01652
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE STAFFORD MUNICIPAL SCHOOL DISTRICT EDUCATION FOUNDATION IS TO PROVIDE STUDENT SCHOLARSHIPS AND CLASSROOM GRANTS TO AID IN THE EDUCATION OF CHILDREN OF A PUBLIC SCHOOL DISTRICT. THE FOUNDATION SOLICITS FUNDS FROM THE GENERAL PUBLIC AND COMMUNITY ORGANIZATIONS AS WELL AS ORGANIZING FUNDRAISING EVENTS SUCH AS GOLF TOURNAMENTS AND FUN RUNS. THE EDUCATION FOUNDATION HAS BEEN IN CONTINUOUS OPERATIONS SINCE 2004.
IRS990EZ/PrintingPublicationsPostageAmt0669
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS FOR GRADUATING SENIORS TO BE USED TOWARD HIGHER EDUCATION EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLASSROOM GRANTS TO BE UTILIZED TO ENHANCE THE EDUCATION OF STUDENTS PRE- KINDERGARTEN THROUGH GRADE 12 ATTENDING THE STAFFORD MUNICIPAL SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053486
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt126972
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt052586
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05250
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081636
IRS990EZ/TotalProgramServiceExpensesAmt080458
IRS990EZ/TotalRevenueAmt074624
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt066501
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03076
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt069577
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069577
IRS990ScheduleA/Total509Grp/TotalAmt069577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069577
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt069577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN ON INVESTMENT 1,652 TOTAL 1,652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 144 OFFICE SUPPLIES 365 SCHOLARSHIP AWARD CEREMONY 236 SCHOLARSHIPS AWARDED 53,250 GRANTS AWARDED 26,972 TOTAL 80,967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEPOSIT - 2015 GOLF TOURNAMENT 0 1,000 TOTAL 0 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIP AWARDS PAYABLE 0 5,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PURPOSE OF THE STAFFORD MUNICIPAL SCHOOL DISTRICT EDUCATION FOUNDATION IS TO PROVIDE STUDENT SCHOLARSHIPS AND CLASSROOM GRANTS TO AID IN THE EDUCATION OF CHILDREN OF A PUBLIC SCHOOL DISTRICT. THE FOUNDATION SOLICITS FUNDS FROM THE GENERAL PUBLIC AND COMMUNITY ORGANIZATIONS AS WELL AS ORGANIZING FUNDRAISING EVENTS SUCH AS GOLF TOURNAMENTS AND FUN RUNS. THE EDUCATION FOUNDATION HAS BEEN IN CONTINUOUS OPERATIONS SINCE 2004.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FERRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STAFFORD MSD EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STAF
ReturnHeader/Filer/EIN0300238472
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1907
ReturnHeader/Filer/USAddress/CityNm0STAFFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0774971907
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205981489
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CINDY SHELTON CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04800 SUGAR GROVE BLVD SUITE 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STAFFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077477
ReturnHeader/PreparerPersonGrp/PhoneNum02813132300
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA E SHELTON
ReturnHeader/ReturnTs02015-08-12T12:43:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,585
Liabilities
$5,250
Net assets
$124,335
Revenue
$74,624
Expenses
$81,636
Net income
-$7,012
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.00$3.33$0.44$0.76$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$0.41$0.66$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.91$0.00$3.91$2.99$0.60$2.38
2021Detailed filing. Detailed filing data is available for this year.$1.53$1.53$0.78$0.56$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.12$1.31$0.62$0.67$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.12$1.35$0.77$0.60$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.12$1.18$0.65$0.59$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.05$1.13$1.04$0.83$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.16$0.91$0.25$0.31$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.13$0.98$0.44$0.70$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.05$1.24$0.75$0.82$0.07