Civic Intelligence

Serene Hills Elementary School Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 37-1570199

Aug 01, 2022 to Jul 31, 2023 • Filed on Nov 15, 2023

Organization ProfileSERENEHILLSPTO.ORG
8301 Serene Hills DriveAustin, TX 78738

(512) 533-7400

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

55th percentile

6.1%

Higher net margin than 55% 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

68th percentile

14%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

53rd percentile

6.9%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$65,194

Up $7,820 (+14%) from 2022

Net Assets

Up

$65,194

Up $7,820 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin55th percentile

Revenue

Up

$128,565

Up $8,248 (+6.9%) from 2022

Expenses

Up

$120,745

Up $11,918 (+11%) from 2022

Net Income

Down

$7,820

Down $3,670 (-32%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$200K$150K$100K$50K$0Assets 2010: $10,836Liabilities 2010: $02010Assets 2011: $16,378Liabilities 2011: $02011Assets 2012: $42,311Liabilities 2012: $02012Assets 2013: $159,710Liabilities 2013: $02013Assets 2014: $22,977Liabilities 2014: $2,4902014Assets 2015: $32,938Liabilities 2015: $0Net Assets 2015: $32,9382015Assets 2016: $62,574Liabilities 2016: $0Net Assets 2016: $62,5742016Assets 2017: $40,072Liabilities 2017: $0Net Assets 2017: $40,0722017Assets 2018: $35,390Liabilities 2018: $0Net Assets 2018: $35,3902018Assets 2019: $13,025Liabilities 2019: $0Net Assets 2019: $13,0252019Assets 2020: $63,315Liabilities 2020: $0Net Assets 2020: $63,3152020Assets 2021: $45,912Liabilities 2021: $28Net Assets 2021: $45,8842021Assets 2022: $57,374Liabilities 2022: $0Net Assets 2022: $57,3742022Assets 2023: $65,194Liabilities 2023: $0Net Assets 2023: $65,1942023Assets 2024: $87,557Liabilities 2024: $0Net Assets 2024: $87,5572024Assets 2025: $46,303Liabilities 2025: $0Net Assets 2025: $46,3032025

Highlighted filing

2023

Assets$65,194
Liabilities$0
Net Assets$65,194
Open 2023 Filing

Operations Trend

Revenue Growth53rd percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $34,125Expenses 2010: $38,554Net Income 2010: -$4,4292010Revenue 2011: $52,378Expenses 2011: $46,836Net Income 2011: $5,5422011Revenue 2012: $48,005Expenses 2012: $21,589Net Income 2012: $26,4162012Revenue 2013: $74,262Expenses 2013: $26,367Net Income 2013: $47,8952013Revenue 2014: $60,390Expenses 2014: $119,758Net Income 2014: -$59,3682014Revenue 2015: $49,078Expenses 2015: $36,627Net Income 2015: $12,4512015Revenue 2016: $75,513Expenses 2016: $45,877Net Income 2016: $29,6362016Revenue 2017: $75,019Expenses 2017: $97,521Net Income 2017: -$22,5022017Revenue 2018: $110,722Expenses 2018: $135,386Net Income 2018: -$24,6642018Revenue 2019: $204,257Expenses 2019: $226,793Net Income 2019: -$22,5362019Revenue 2020: $154,110Expenses 2020: $101,173Net Income 2020: $52,9372020Revenue 2021: $47,983Expenses 2021: $72,458Net Income 2021: -$24,4752021Revenue 2022: $120,317Expenses 2022: $108,827Net Income 2022: $11,4902022Revenue 2023: $128,565Expenses 2023: $120,745Net Income 2023: $7,8202023Revenue 2024: $217,981Expenses 2024: $197,104Net Income 2024: $20,8772024Revenue 2025: $227,508Expenses 2025: $269,446Net Income 2025: -$41,9382025

Highlighted filing

2023

Revenue$128,565
Expenses$120,745
Net Income$7,820
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$138,022
Mission and Program Overview

Mission

To support the educational efforts of serene hills elementary school by providing financial support and volunteers to augument education programs not provided by the school district.

Provide supplies and support which school does not provide

Program Services

DescriptionGrantsExpenses
PROVIDED SCHOOL SUPPLIES AND MONEY FOR FEILD TRIPS FOR GRADES 1 THRU 5--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRISTIN WOODRUFFPresidentPT$0--
RACHEL ELLISVice PresidentPT$0--
KATIE BERNDTTreasurerPT$0--
MONICA BROWNSecretaryPT$0--
LONI CASTALIDINIFundraising EventPT$0--
JODIE DOVERFundraising ProgPT$0--
CATHERINE SULTProgamsPT$0--
MAKIZE ZARABIVolunteer Co-OrdinatPT$0--
CLAIRE WILLIAMSCommunity EventsPT$0--
Filing and Contact Details

Filer

Filer Name
Serene Hills Elementary School Pto
EIN
37-1570199
Phone
5125337400
Address
8301 SERENE HILLS DRIVE, Austin, TX 78738

Signing Officer

Name
Katie Berndt
Title
Treasurer
Phone
5125337400
Signed
2023-11-15
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
151 E MERCER ST STE C, DRIPPING SPRINGS, TX 78620
Preparer
David Humphrey
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part 1 Line 16

“Fundraising expense of $7571”

Part 1 Line 16

“Pre-k thru 5th grade expense distributions of $40,267”

Part 1 Line 16

“Appreciation expense distribution of $9,466”

Part 1 Line 16

“Whole school expenses distribution of $ 15,917”

Part 1 Line 16

“Administrative expense distribution of $5556”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt017241
IRS990EZ/BooksInCareOfDetail/PersonNm0KATIE BERNDT
IRS990EZ/BooksInCareOfDetail/PhoneNum05125337400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03301 SERENE HILLS DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078738
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057374
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065194
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016610
IRS990EZ/CostOfGoodsSoldAmt09457
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07820
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057374
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065194
IRS990EZ/FundraisingGrossIncomeAmt0121412
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-9457
IRS990EZ/GrossReceiptsAmt0138022
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057374
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065194
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057374
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065194
IRS990EZ/OccupancyRentUtltsAndMaintAmt024727
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CRISTIN WOODRUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHEL ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE BERNDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MONICA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LONI CASTALIDINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JODIE DOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CATHERINE SULT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MAKIZE ZARABI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CLAIRE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FUNDRAISING EVENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FUNDRAISING PROG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PROGAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VOLUNTEER CO-ORDINAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8COMMUNITY EVENTS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt078777
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPLIES AND SUPPORT WHICH SCHOOL DOES NOT PROVIDE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SCHOOL SUPPLIES AND MONEY FOR FEILD TRIPS FOR GRADES 1 THRU 5
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt0121412
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0120745
IRS990EZ/TotalRevenueAmt0128565
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0SERENEHILLSPTO.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0138022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0120317
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt063674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0158024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0204257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0684294
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0684294
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0138022
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0120317
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt063674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0158024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0204257
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0684294
IRS990ScheduleA/TotalSupportAmt0684294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSE OF $7571
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRE-K THRU 5TH GRADE EXPENSE DISTRIBUTIONS OF $40,267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2APPRECIATION EXPENSE DISTRIBUTION OF $9,466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WHOLE SCHOOL EXPENSES DISTRIBUTION OF $ 15,917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE EXPENSE DISTRIBUTION OF $5556
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART 1 LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE BERNDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05125337400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERENE HILLS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0SERE
ReturnHeader/Filer/EIN0371570199
ReturnHeader/Filer/PhoneNum05125337400
ReturnHeader/Filer/USAddress/AddressLine1Txt08301 SERENE HILLS DRIVE
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078738
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452024401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0151 E MERCER ST STE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DRIPPING SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078620
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Humphrey
ReturnHeader/ReturnTs02023-11-15T23:42:09Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNDT
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,194
Liabilities
$0
Net assets
$65,194
Revenue
$128,565
Expenses
$120,745
Net income
$7,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$2.28$2.69$0.42
2024Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.88$0.00$0.88$2.18$1.97$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.29$1.21$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.20$1.09$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.48$0.72$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$1.54$1.01$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$2.04$2.27$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$1.11$1.35$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.75$0.98$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.76$0.46$0.30
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.49$0.37$0.12
2014Summary only. Only limited summary data is available for this year.$0.23$0.02$0.60$1.20$0.59
2013Summary only. Only limited summary data is available for this year.$1.60$0.00$0.74$0.26$0.48
2012Summary only. Only limited summary data is available for this year.$0.42$0.00$0.48$0.22$0.26
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.52$0.47$0.06
2010Summary only. Only limited summary data is available for this year.$0.11$0.00$0.34$0.39$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits