Civic Intelligence

Pine Tree Isd Education Foundation

990EZ • Fiscal year 2020 • EIN 42-1611225

Sep 01, 2019 to Aug 31, 2020 • Filed on Dec 15, 2020

P O Box 5878Longview, TX 75608

(903) 295-5021

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

56th percentile

9.3%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

55th percentile

7.2%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-48%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$452,756

Up $30,220 (+7.2%) from 2019

Net Assets

Up

$452,756

Up $30,220 (+7.2%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$29,386

Down $27,653 (-48%) from 2019

Expenses

Down

$26,646

Down $46,758 (-64%) from 2019

Net Income

Up

$2,740

Up $19,105 (+117%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $209,937Liabilities 2011: $02011Assets 2012: $257,525Liabilities 2012: $02012Assets 2013: $287,257Liabilities 2013: $02013Assets 2014: $339,687Liabilities 2014: $02014Assets 2015: $339,755Liabilities 2015: $02015Assets 2016: $388,208Net Assets 2016: $388,2082016Assets 2017: $419,900Net Assets 2017: $419,9002017Assets 2018: $440,878Net Assets 2018: $440,8782018Assets 2019: $422,536Net Assets 2019: $422,5362019Assets 2020: $452,756Net Assets 2020: $452,7562020Assets 2021: $536,965Liabilities 2021: $0Net Assets 2021: $536,9652021Assets 2022: $475,059Liabilities 2022: $02022Assets 2023: $556,594Liabilities 2023: $0Net Assets 2023: $556,5942023

Highlighted filing

2020

Assets$452,756
Liabilities-
Net Assets$452,756

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $68,662Expenses 2011: $25,410Net Income 2011: $43,2522011Revenue 2012: $75,753Expenses 2012: $28,165Net Income 2012: $47,5882012Revenue 2013: $96,025Expenses 2013: $66,293Net Income 2013: $29,7322013Revenue 2014: $90,227Expenses 2014: $37,797Net Income 2014: $52,4302014Revenue 2015: $66,126Expenses 2015: $47,681Net Income 2015: $18,4452015Revenue 2016: $59,439Expenses 2016: $24,878Net Income 2016: $34,5612016Revenue 2017: $57,584Expenses 2017: $49,783Net Income 2017: $7,8012017Revenue 2018: $46,415Expenses 2018: $47,030Net Income 2018: -$6152018Revenue 2019: $57,039Expenses 2019: $73,404Net Income 2019: -$16,3652019Revenue 2020: $29,386Expenses 2020: $26,646Net Income 2020: $2,7402020Revenue 2021: $109,544Expenses 2021: $25,335Net Income 2021: $84,2092021Revenue 2022: $36,275Expenses 2022: $30,747Net Income 2022: $5,5282022Revenue 2023: $84,088Expenses 2023: $27,062Net Income 2023: $57,0262023

Highlighted filing

2020

Revenue$29,386
Expenses$26,646
Net Income$2,740
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Dec 15, 2020
Return Version
2019v5.0
Gross Receipts
$32,266
Mission and Program Overview

Mission

To promote and support the educational programs for both the students and staff personnel of pine tree independent school district.

Program Services

DescriptionGrantsExpenses
TO PROVIDE GRANTS TO TEACHERS AT PINE TREE ISD FOR INNOVATIVE AND CREATIVE EDUCATIONAL PROGRAMS AND PROJECTS; TO AWARD SCHOLARSHIPS TO GRADUATING SENIORS FOR HIGHER EDUCATION EXPENSES.$16,247$17,785
PT HONORS RECEPTION- TO CELEBRATE TEACHERS SERVICE TO PINE TREE ISD AND TO ITS STUDENTS AND TO AWARD TEACHERS WITH GRANTS AND AWARDS FOR THEIR OUTSTANDING SERVICE-$562
BRICK PLAZA PROJECT- TO COMMEMORATE PAST AND PRESENT PINE TREE STUDENTS WITH BRICKS IN A PLAZA BUILT ESPECIALLY FOR THEM-$33
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
IVA HOLYFIELDVice Preside-$0--
AMY REESESecretary-$0--
RAYMOND RUSSELLDirector-$0--
JUDY STILESParliamentar-$0--
CHAPIN MILLERTreasurer-$0--
DONNA PRUITTDirector-$0--
TERESA RAUDirector-$0--
CAROL POPEPresident-$0--
LEAH FINLEYDirector-$0--
CHARMYN TUMEYDirector-$0--
MELISSA GONZALEZFoundation D-$0--
Filing and Contact Details

Filer

Filer Name
Pine Tree Isd Education Foundation
EIN
42-1611225
Phone
9032955021
Address
P O BOX 5878, LONGVIEW, TX 75608

Signing Officer

Name
Carol Pope
Title
President
Phone
9032955021
Signed
2020-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Karen a Jacks & Associates Pc
Address
PO BOX 3167, LONGVIEW, TX 75606-3167
Preparer
Karen a Jacks CPA
Phone
9032388822
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: classroom grants name: pine tree isd address: 1701 pine tree rd longview, tx 75608 cash contribution: 16,247

Form 990-ez, Part I, Line 16

Expenses advertising 238 office expense 315 insurance 863 anchor club expenses 294 brick plaza project 33 dues & subscriptions 150 pt honors reception 562 sales tax 780 reserved parking expense 578 homecoming expenses 666 total 4,479

Form 990-ez, Part I, Line 20

Net unrealized gain on investments at market value 27,481

Form 990-ez, Part II, Line 24

Reimbursement receivable 0 133 total 0 133

Form 990-ez, Part III

To promote and support the educational programs for both the students and staff personnel of pine tree independent school district.

Raw XML Appendix183 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MELISSA GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10FOUNDATION D
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BRICK PLAZA PROJECT- TO COMMEMORATE PAST AND PRESENT PINE TREE STUDENTS WITH BRICKS IN A PLAZA BUILT ESPECIALLY FOR THEM
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MERCHANDISE & GAME TICKET SALES 38,970
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: CLASSROOM GRANTS NAME: PINE TREE ISD ADDRESS: 1701 PINE TREE RD LONGVIEW, TX 75608 CASH CONTRIBUTION: 16,247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 238 OFFICE EXPENSE 315 INSURANCE 863 ANCHOR CLUB EXPENSES 294 BRICK PLAZA PROJECT 33 DUES & SUBSCRIPTIONS 150 PT HONORS RECEPTION 562 SALES TAX 780 RESERVED PARKING EXPENSE 578 HOMECOMING EXPENSES 666 TOTAL 4,479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NET UNREALIZED GAIN ON INVESTMENTS AT MARKET VALUE 27,481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REIMBURSEMENT RECEIVABLE 0 133 TOTAL 0 133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROMOTE AND SUPPORT THE EDUCATIONAL PROGRAMS FOR BOTH THE STUDENTS AND STAFF PERSONNEL OF PINE TREE INDEPENDENT SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09032955021
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PINE TREE ISD EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PINE
ReturnHeader/Filer/EIN0421611225
ReturnHeader/Filer/PhoneNum09032955021
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3167
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONGVIEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0756063167
ReturnHeader/PreparerPersonGrp/PhoneNum09032388822
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN A JACKS CPA
ReturnHeader/ReturnTs02021-01-14T10:28:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.57$0.00$5.57$0.84$0.27$0.57
2022Summary only. Only limited summary data is available for this year.$4.75$0.00$0.36$0.31$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.37$0.00$5.37$1.10$0.25$0.84
2020Detailed filing. Detailed filing data is available for this year.$4.53$4.53$0.29$0.27$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$4.23$0.57$0.73$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$4.41$0.46$0.47$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$4.20$0.58$0.50$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.88$3.88$0.59$0.25$0.35
2015Summary only. Only limited summary data is available for this year.$3.40$0.00$0.66$0.48$0.18
2014Summary only. Only limited summary data is available for this year.$3.40$0.00$0.90$0.38$0.52
2013Summary only. Only limited summary data is available for this year.$2.87$0.00$0.96$0.66$0.30
2012Summary only. Only limited summary data is available for this year.$2.58$0.00$0.76$0.28$0.48
2011Summary only. Only limited summary data is available for this year.$2.10$0.00$0.69$0.25$0.43