Civic Intelligence

Claiborne Elementary PTA

990EZ • Fiscal year 2024 • EIN 51-0417737

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 06, 2024

Organization ProfileN/A
1011 Wallace Dean RoadWest Monroe, LA 71291

(318) 381-7706

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

79th percentile

31%

Faster asset growth than 79% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

24%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$108,539

Flat from 2024

Net Assets

$108,539

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Flat

$69,888

Flat from 2024

Expenses

Flat

$44,091

Flat from 2024

Net Income

Flat

$25,797

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$150K$100K$50K$0Assets 2011: $62,693Liabilities 2011: $02011Assets 2012: $113,525Net Assets 2012: $113,5252012Assets 2013: $102,563Net Assets 2013: $102,5632013Assets 2014: $63,892Net Assets 2014: $63,8922014Assets 2015: $69,441Net Assets 2015: $69,4412015Assets 2016: $59,140Liabilities 2016: $17,6172016Assets 2017: $47,290Net Assets 2017: $47,2902017Assets 2018: $57,067Liabilities 2018: $12,088Net Assets 2018: $44,9792018Assets 2019: $67,007Liabilities 2019: $10,613Net Assets 2019: $56,3942019Assets 2020: $74,625Liabilities 2020: $7,166Net Assets 2020: $67,4592020Assets 2021: $38,829Net Assets 2021: $38,8292021Assets 2022: $65,636Net Assets 2022: $65,6362022Assets 2023: $82,742Net Assets 2023: $82,7422023Assets 2024: $108,539Net Assets 2024: $108,5392024Assets 2024: $108,539Liabilities 2024: $02024Assets 2025: $97,052Net Assets 2025: $97,0522025

Highlighted filing

2024

Assets$108,539
Liabilities-
Net Assets$108,539
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$100K$50K$0-$50KRevenue 2011: $56,654Expenses 2011: $47,684Net Income 2011: $8,9702011Revenue 2012: $69,951Expenses 2012: $19,119Net Income 2012: $50,8322012Revenue 2013: $47,099Expenses 2013: $58,063Net Income 2013: -$10,9642013Revenue 2014: $34,325Expenses 2014: $72,996Net Income 2014: -$38,6712014Revenue 2015: $45,783Expenses 2015: $40,234Net Income 2015: $5,5492015Revenue 2016: $36,192Expenses 2016: $64,110Net Income 2016: -$27,9182016Revenue 2017: $50,538Expenses 2017: $44,771Net Income 2017: $5,7672017Revenue 2018: $89,671Expenses 2018: $91,982Net Income 2018: -$2,3112018Revenue 2019: $97,587Expenses 2019: $86,172Net Income 2019: $11,4152019Revenue 2020: $60,706Expenses 2020: $49,641Net Income 2020: $11,0652020Revenue 2021: $49,226Expenses 2021: $77,856Net Income 2021: -$28,6302021Revenue 2022: $52,607Expenses 2022: $25,800Net Income 2022: $26,8072022Revenue 2023: $56,525Expenses 2023: $39,419Net Income 2023: $17,1062023Revenue 2024: $69,888Expenses 2024: $44,091Net Income 2024: $25,7972024Revenue 2024: $69,888Expenses 2024: $44,091Net Income 2024: $25,7972024Revenue 2025: $53,709Expenses 2025: $65,196Net Income 2025: -$11,4872025

Highlighted filing

2024

Revenue$69,888
Expenses$44,091
Net Income$25,797
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 6, 2024
Return Version
2023v5.0
Gross Receipts
$69,888
Mission and Program Overview

Mission

To develop between educators and the public such united efforts for all children at claiborne elementary.

Program Services

DescriptionGrantsExpenses
TO DEVELOP BETWEEN EDUCATORS AND THE PUBLIC SUCH UNITED EFFORTS FOR ALL CHILDREN AT CLAIBORNE ELEMENTARY.-$43,156
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CANDICE KINDRIXPresident-$0--
MEREDITH VICKERYVice Preside-$0--
MEGAN BROUSSARDSecretary-$0--
LEEANN SIMSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Claiborne Elementary Pta
EIN
51-0417737
Phone
3183817706
Address
1011 WALLACE DEAN ROAD, WEST MONROE, LA 71291

Signing Officer

Name
Leeann Sims
Title
Treasurer
Signed
2024-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Hulsey Harwood & Sheridan LLC
Address
1900 ROSELAWN AVE, MONROE, LA 71201-5716
Preparer
Susan R Harwood CPA
Phone
3183256500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 635 program services 43,156 total 43,791”

Form 990-ez, Part III

“To develop between educators and the public such united efforts for all children at claiborne elementary.”

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/PersonNm0LEEANN SIMS
IRS990EZ/BooksInCareOfDetail/PhoneNum03183817706
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01011 WALLACE DEAN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd071291
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082742
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0108539
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01695
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025797
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082742
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0108539
IRS990EZ/GrossReceiptsAmt069888
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0147
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082742
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0108539
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt082742
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0108539
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CANDICE KINDRIX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEREDITH VICKERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN BROUSSARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEEANN SIMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043791
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO DEVELOP BETWEEN EDUCATORS AND THE PUBLIC SUCH UNITED EFFORTS FOR ALL CHILDREN AT CLAIBORNE ELEMENTARY.
IRS990EZ/ProgramServiceRevenueAmt068046
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO DEVELOP BETWEEN EDUCATORS AND THE PUBLIC SUCH UNITED EFFORTS FOR ALL CHILDREN AT CLAIBORNE ELEMENTARY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043156
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044091
IRS990EZ/TotalProgramServiceExpensesAmt043156
IRS990EZ/TotalRevenueAmt069888
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01995
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010336
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0147
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0123
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt068046
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt054407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050524
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt057886
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0278277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0123
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0339
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99880
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0288613
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060706
IRS990ScheduleA/Total509Grp/TotalAmt0288613
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052607
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060706
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0288952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 635 PROGRAM SERVICES 43,156 TOTAL 43,791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO DEVELOP BETWEEN EDUCATORS AND THE PUBLIC SUCH UNITED EFFORTS FOR ALL CHILDREN AT CLAIBORNE ELEMENTARY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
TransferPrsnlBnftContractsDecl/DeclarationDesc0(A) DID THE ORGANIZATION, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT?............ NO (B) DID THE ORGANIZATION, DURING THE YEAR, PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT?............................ NO
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEEANN SIMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAIBORNE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0CLAI
ReturnHeader/Filer/EIN0510417737
ReturnHeader/Filer/PhoneNum03183817706
ReturnHeader/Filer/USAddress/AddressLine1Txt01011 WALLACE DEAN ROAD
ReturnHeader/Filer/USAddress/CityNm0WEST MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd071291
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264070072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HULSEY HARWOOD & SHERIDAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 ROSELAWN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0712015716
ReturnHeader/PreparerPersonGrp/PhoneNum03183256500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN R HARWOOD CPA
ReturnHeader/ReturnTs02024-11-18T10:24:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,539
Liabilities
-
Net assets
$108,539
Revenue
$69,888
Expenses
$44,091
Net income
$25,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.97$0.54$0.65$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.70$0.44$0.26
2024Summary only. Only limited summary data is available for this year.$1.09$0.00$0.70$0.44$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.57$0.39$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.66$0.53$0.26$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.49$0.78$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.07$0.67$0.61$0.50$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.11$0.56$0.98$0.86$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.12$0.45$0.90$0.92$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.47$0.51$0.45$0.06
2016Summary only. Only limited summary data is available for this year.$0.59$0.18$0.36$0.64$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.46$0.40$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.34$0.73$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$1.03$0.47$0.58$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$1.14$0.70$0.19$0.51
2011Summary only. Only limited summary data is available for this year.$0.63$0.00$0.57$0.48$0.09