Civic Intelligence

Polly Tadlock Elementary PTA

990EZ • Fiscal year 2023 • EIN 42-1762991

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 24, 2023

12515 Godfrey DrFrisco, TX 75035

(469) 633-3775

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

32nd percentile

-5.9%

Higher net margin than 32% 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

27th percentile

-15%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

50th percentile

4.9%

Faster revenue growth than 50% of similar nonprofits.

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

Assets

Down

$23,064

Down $3,952 (-15%) from 2022

Net Assets

Down

$23,064

Down $3,952 (-15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$67,270

Up $3,127 (+4.9%) from 2022

Expenses

Up

$71,222

Up $12,944 (+22%) from 2022

Net Income

Down

-$3,952

Down $9,817 (-167%) from 2022

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $27,977Liabilities 2011: $02011Assets 2012: $19,054Liabilities 2012: $02012Assets 2013: $19,978Liabilities 2013: $02013Assets 2014: $23,594Liabilities 2014: $02014Assets 2015: $23,193Liabilities 2015: $02015Assets 2016: $32,218Liabilities 2016: $02016Assets 2017: $20,543Liabilities 2017: $02017Assets 2018: $39,770Liabilities 2018: $02018Assets 2019: $35,488Liabilities 2019: $0Net Assets 2019: $35,4882019Assets 2020: $14,284Liabilities 2020: $0Net Assets 2020: $14,2842020Assets 2021: $21,151Liabilities 2021: $0Net Assets 2021: $21,1512021Assets 2022: $27,016Liabilities 2022: $0Net Assets 2022: $27,0162022Assets 2023: $23,064Liabilities 2023: $0Net Assets 2023: $23,0642023Assets 2024: $33,480Liabilities 2024: $0Net Assets 2024: $33,4802024Assets 2025: $33,108Liabilities 2025: $0Net Assets 2025: $33,1082025

Highlighted filing

2023

Assets$23,064
Liabilities$0
Net Assets$23,064

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $38,079Expenses 2011: $33,090Net Income 2011: $4,9892011Revenue 2012: $51,283Expenses 2012: $60,206Net Income 2012: -$8,9232012Revenue 2013: $56,720Expenses 2013: $55,796Net Income 2013: $9242013Revenue 2014: $64,517Expenses 2014: $60,901Net Income 2014: $3,6162014Revenue 2015: $55,395Expenses 2015: $55,798Net Income 2015: -$4032015Revenue 2016: $67,252Expenses 2016: $60,483Net Income 2016: $6,7692016Revenue 2017: $65,792Expenses 2017: $77,466Net Income 2017: -$11,6742017Revenue 2018: $59,351Expenses 2018: $40,124Net Income 2018: $19,2272018Revenue 2019: $90,578Expenses 2019: $94,860Net Income 2019: -$4,2822019Revenue 2020: $72,129Expenses 2020: $93,333Net Income 2020: -$21,2042020Revenue 2021: $45,247Expenses 2021: $38,380Net Income 2021: $6,8672021Revenue 2022: $64,143Expenses 2022: $58,278Net Income 2022: $5,8652022Revenue 2023: $67,270Expenses 2023: $71,222Net Income 2023: -$3,9522023Revenue 2024: $49,021Expenses 2024: $38,605Net Income 2024: $10,4162024Revenue 2025: $53,086Expenses 2025: $53,458Net Income 2025: -$3722025

Highlighted filing

2023

Revenue$67,270
Expenses$71,222
Net Income-$3,952
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 24, 2023
Return Version
2022v5.0
Gross Receipts
$88,596
Mission and Program Overview

Mission

To promote the collaboration and engagement of families and educators in the education of children and youth

Program Services

DescriptionGrantsExpenses
Boosterthon Fun Run$0$21,298
Programs for parents and students held throughout the school year including but not limited to author visits, science program, reading, arts, healthy lifestyles, physical activity, and community envolvement.$0$12,637
Bookfair money paid to Schlastic Inc$0$9,000
Class celebrations (holiday, Valentine's and End of Year).$0$7,583
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Neeru JoshiPresidentPT$0--
Cheryl SchiavoVP ProgramsPT$0--
Jill BrownVP Membership-$0--
Ashlea LincolnTreasurerPT$0--
Amber RomanoParliamenatrian-$0--
Rebecca GrubisicSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sock Hop$25,543$25,543$6,298$19,245
Total Events$25,543$25,543$6,298$19,245
Filing and Contact Details

Filer

Filer Name
Polly Tadlock Elementary PTA
EIN
42-1762991
Phone
4696333775
Address
12515 Godfrey Dr, Frisco, TX 75035

Signing Officer

Name
Neeru Joshi
Title
President
Phone
5157079944
Signed
2023-08-24
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Council dues-$100, TXPTA Conference-$250, Scholarship-$1030, Gifts to school-$20,855

Form 990-EZ, Part I, Line 16

Liability Insurance-$735, Bank Fees/Check order-$173.07, Membership-$791.90, Programs-$12,703.97, Website/Communications-$670.17, Directory-$450, Hospitality-$4582.30, Classroom parties-$7,582.78

Raw XML Appendix269 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Council dues-$100, TXPTA Conference-$250, Scholarship-$1030, Gifts to school-$20,855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Liability Insurance-$735, Bank Fees/Check order-$173.07, Membership-$791.90, Programs-$12,703.97, Website/Communications-$670.17, Directory-$450, Hospitality-$4582.30, Classroom parties-$7,582.78
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
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ReturnHeader/Filer/PhoneNum04696333775
ReturnHeader/Filer/USAddress/AddressLine1Txt012515 Godfrey Dr
ReturnHeader/Filer/USAddress/CityNm0Frisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075035
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-08-24T12:19:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$33.1$0.00$33.1$53.1$53.5$0.37
2024Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$49.0$38.6$10.4
2023Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$67.3$71.2$3.95
2022Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$64.1$58.3$5.87
2021Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$45.2$38.4$6.87
2020Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$72.1$93.3$21.2
2019Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$90.6$94.9$4.28
2018Summary only. Only limited summary data is available for this year.$39.8$0.00$59.4$40.1$19.2
2017Summary only. Only limited summary data is available for this year.$20.5$0.00$65.8$77.5$11.7
2016Summary only. Only limited summary data is available for this year.$32.2$0.00$67.3$60.5$6.77
2015Summary only. Only limited summary data is available for this year.$23.2$0.00$55.4$55.8$0.40
2014Summary only. Only limited summary data is available for this year.$23.6$0.00$64.5$60.9$3.62
2013Summary only. Only limited summary data is available for this year.$20.0$0.00$56.7$55.8$0.92
2012Summary only. Only limited summary data is available for this year.$19.1$0.00$51.3$60.2$8.92
2011Summary only. Only limited summary data is available for this year.$28.0$0.00$38.1$33.1$4.99