Civic Intelligence

Stafford Municipal School District Education Foundation

990EZ • Fiscal year 2019 • EIN 30-0238472

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 16, 2020

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

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.15x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$146,906

Up $16,581 (+13%) from 2018

Net Assets

Up

$135,156

Up $16,831 (+14%) from 2018

Liabilities

Down

$11,750

Down $250 (-2.1%) from 2018

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin78th percentile

Revenue

Up

$76,586

Up $11,837 (+18%) from 2018

Expenses

Up

$59,755

Up $324 (+0.5%) from 2018

Net Income

Up

$16,831

Up $11,513 (+216%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2019

Assets$146,906
Liabilities$11,750
Net Assets$135,156
Open 2019 Filing

Operations Trend

Revenue Growth71st 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

2019

Revenue$76,586
Expenses$59,755
Net Income$16,831
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 16, 2020
Return Version
2019v5.0
Gross Receipts
$76,586
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.-$21,030
SCHOLARSHIPS FOR GRADUATING SENIORS TO BE USED TOWARD HIGHER EDUCATION EXPENSES.-$20,250
Compensation and Service Providers
Top Officer Pay77th 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
2020-06-16

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 627 office supplies 708 liability insurance 1,257 scholarships awarded 20,000 grants awarded 21,030 scholarship award ceremon 250 golf tournament 12,195 bowling tournament 3,086 total 59,153”

Form 990-ez, Part II, Line 26

“Scholarship awards payable 12,000 11,750”

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 Appendix148 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/BOYAmt0130325
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0146906
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt068791
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016831
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0130325
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt01596
IRS990EZ/GrossReceiptsAmt076586
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06199
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0118325
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0135156
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0118325
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0135156
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/OtherExpensesTotalAmt059153
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/PrintingPublicationsPostageAmt0602
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/ProgramServiceExpensesAmt020250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121030
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt01596
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011750
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059755
IRS990EZ/TotalProgramServiceExpensesAmt041280
IRS990EZ/TotalRevenueAmt076586
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt068791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061902
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0100015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022706
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0295559
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06199
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01023
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014001
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0309560
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0103432
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043168
IRS990ScheduleA/Total509Grp/TotalAmt0309560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt074990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0103432
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt024559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043168
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0309560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 627 OFFICE SUPPLIES 708 LIABILITY INSURANCE 1,257 SCHOLARSHIPS AWARDED 20,000 GRANTS AWARDED 21,030 SCHOLARSHIP AWARD CEREMON 250 GOLF TOURNAMENT 12,195 BOWLING TOURNAMENT 3,086 TOTAL 59,153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIP AWARDS PAYABLE 12,000 11,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNTHIA E SHELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-16
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/AtSubmissionCreationDeviceId077D71ED6ADEA0495973AF0BFF4723F6679972267
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05F38C3C0EEA611C9912F739052536A1BDBB8FFC9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02020-06-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:34:07
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/PreparationDt02020-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA E SHELTON
ReturnHeader/ReturnTs02020-06-16T14:34:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$146,906
Liabilities
$11,750
Net assets
$135,156
Revenue
$76,586
Expenses
$59,755
Net income
$16,831
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
2019Detailed filing. Detailed filing data is available for this year.$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