Civic Intelligence

Stafford Municipal School District Education Foundation

990EZ • Fiscal year 2017 • EIN 30-0238472

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 08, 2018

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

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

62nd percentile

9.8%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

318%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$117,807

Up $10,467 (+9.8%) from 2016

Net Assets

Up

$113,007

Up $21,564 (+24%) from 2016

Liabilities

Down

$4,800

Down $11,097 (-70%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin77th percentile

Revenue

Up

$104,300

Up $79,330 (+318%) from 2016

Expenses

Up

$82,736

Up $51,243 (+163%) from 2016

Net Income

Up

$21,564

Up $28,087 (+431%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2017

Assets$117,807
Liabilities$4,800
Net Assets$113,007
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

2017

Revenue$104,300
Expenses$82,736
Net Income$21,564
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 8, 2018
Return Version
2017v2.3
Gross Receipts
$104,300
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
CLASSROOM GRANTS TO BE UTILIZED TO ENHANCE THE EDUCATION OF STUDENTS PRE- KINDERGARTEN THROUGH GRADE 12 ATTENDING THE STAFFORD MUNICIPAL SCHOOL DISTRICT.-$26,830
SCHOLARSHIPS FOR GRADUATING SENIORS TO BE USED TOWARD HIGHER EDUCATION EXPENSES.-$11,688
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS GORKAPresident-$0--
ROSE PICKETTVice Preside-$0--
M SHIRLEEN 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
Cynthia E Shelton
Title
Treasurer
Signed
2018-08-08

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 16

“Expenses bank fees 537 office supplies 44 liability insurance 1,628 scholarships awarded 10,000 grants awarded 26,830 mardi gras gala fundraise 41,762 scholarship fundraiser ex 1,538 scholarship award ceremon 150 total 82,489”

Form 990-ez, Part II, Line 24

“Deposit - future events 594 0 total 594 0”

Form 990-ez, Part II, Line 26

“Scholarship awards payable 11,000 4,500 teacher grants payable 4,897 0 disaster assistance grants payable 0 300”

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 Appendix147 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/BOYAmt0106746
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0100015
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021564
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt0107340
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt0868
IRS990EZ/GrossReceiptsAmt0104300
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03417
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt091443
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0113007
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt091443
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0113007
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/PersonNm0DENNIS GORKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROSE PICKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2M SHIRLEEN 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/BOYAmt0594
IRS990EZ/OtherExpensesTotalAmt082489
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/PrintingPublicationsPostageAmt0247
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/ProgramServiceExpensesAmt011688
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt126830
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0868
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015897
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04800
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082736
IRS990EZ/TotalProgramServiceExpensesAmt038518
IRS990EZ/TotalRevenueAmt0104300
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022706
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt066501
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0231367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01023
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09369
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0240736
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0103432
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069577
IRS990ScheduleA/Total509Grp/TotalAmt0240736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0103432
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069577
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0240736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 537 OFFICE SUPPLIES 44 LIABILITY INSURANCE 1,628 SCHOLARSHIPS AWARDED 10,000 GRANTS AWARDED 26,830 MARDI GRAS GALA FUNDRAISE 41,762 SCHOLARSHIP FUNDRAISER EX 1,538 SCHOLARSHIP AWARD CEREMON 150 TOTAL 82,489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPOSIT - FUTURE EVENTS 594 0 TOTAL 594 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIP AWARDS PAYABLE 11,000 4,500 TEACHER GRANTS PAYABLE 4,897 0 DISASTER ASSISTANCE GRANTS PAYABLE 0 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNTHIA E SHELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0CDAA69C8E48286D7E8E77F86895B9B0F57C8F28A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03FA6B1F2686BB45C3826A88A5968E42EF562B40E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-08-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:02:05
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/PreparationDt02018-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA E SHELTON
ReturnHeader/ReturnTs02018-08-08T13:02:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,807
Liabilities
$4,800
Net assets
$113,007
Revenue
$104,300
Expenses
$82,736
Net income
$21,564
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
2017Detailed filing. Detailed filing data is available for this year.$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