Civic Intelligence

Scanlon Oaks Elementary Parent Teacher Organization Inc.

990 • Fiscal year 2015 • EIN 56-2478637

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 07, 2015

9000 Camp Sienna TrailMissouri City, TX 77459

(281) 634-3950

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

44th percentile

0.7%

Higher net margin than 44% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

51st percentile

2.0%

Faster asset growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$54,569

Up $1,071 (+2.0%) from 2014

Net Assets

Up

$54,569

Up $1,071 (+2.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$144,617

Up $30,860 (+27%) from 2014

Expenses

Up

$143,546

Up $15,163 (+12%) from 2014

Net Income

Up

$1,071

Up $15,697 (+107%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $61,460Liabilities 2011: $0Net Assets 2011: $61,4602011Assets 2012: $78,011Liabilities 2012: $0Net Assets 2012: $78,0112012Assets 2013: $68,124Liabilities 2013: $0Net Assets 2013: $68,1242013Assets 2014: $53,498Liabilities 2014: $0Net Assets 2014: $53,4982014Assets 2015: $54,569Liabilities 2015: $0Net Assets 2015: $54,5692015Assets 2016: $27,771Liabilities 2016: $0Net Assets 2016: $27,7712016Assets 2017: $28,672Liabilities 2017: $0Net Assets 2017: $28,6722017Assets 2018: $41,300Net Assets 2018: $41,3002018Assets 2019: $27,871Net Assets 2019: $27,8712019Assets 2020: $93,350Liabilities 2020: $2Net Assets 2020: $93,3482020Assets 2021: $57,328Net Assets 2021: $57,3282021Assets 2022: $95,125Net Assets 2022: $95,1252022Assets 2023: $158,438Net Assets 2023: $158,4382023Assets 2024: $189,335Net Assets 2024: $189,3352024

Highlighted filing

2015

Assets$54,569
Liabilities$0
Net Assets$54,569

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $291,0302011Expenses 2012: $123,2402012Expenses 2013: $165,8942013Revenue 2014: $113,757Expenses 2014: $128,383Net Income 2014: -$14,6262014Revenue 2015: $144,617Expenses 2015: $143,546Net Income 2015: $1,0712015Revenue 2016: $143,296Expenses 2016: $170,094Net Income 2016: -$26,7982016Revenue 2017: $134,690Expenses 2017: $133,789Net Income 2017: $9012017Revenue 2018: $145,076Expenses 2018: $132,448Net Income 2018: $12,6282018Revenue 2019: $133,986Expenses 2019: $147,415Net Income 2019: -$13,4292019Revenue 2020: $129,303Expenses 2020: $63,826Net Income 2020: $65,4772020Revenue 2021: $23,768Expenses 2021: $60,784Net Income 2021: -$37,0162021Revenue 2022: $96,646Expenses 2022: $58,296Net Income 2022: $38,3502022Revenue 2023: $180,182Expenses 2023: $116,869Net Income 2023: $63,3132023Revenue 2024: $102,785Expenses 2024: $71,888Net Income 2024: $30,8972024

Highlighted filing

2015

Revenue$144,617
Expenses$143,546
Net Income$1,071
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 7, 2015
Return Version
2014v5.0
Gross Receipts
$157,957
Mission and Program Overview

Mission

Provide educational enrichment by providing educational and resource material used by the teachers to further the students' education. Offer goods and services to encourage a sense of community, enjoyment and to congratulate each class on their achievements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$53,498$54,569▲ $1,071
Cap Stk Tr Prin Current Funds$53,498$53,498→ $0
Rtn Earn Endowment Incm Other Fnds$0$1,071▲ $1,071
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$53,498$54,569▲ $1,071
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$53,498$54,569▲ $1,071
Total Liabilities and Net Assets / Fund Balance$53,498$54,569▲ $1,071
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kelly WilmotPresident
Renee Horner1st Vice President
Stephanie Northcutt2nd Vice President
Sally CampbellCorresponding Secretary
Amanda GatesEducational Enrichment
Carol WoodsEducational Enrichment
Meredith CannyEducational Enrichment
Cynthia GuerraParliamentarian
Jen WisniewskiPublicity
Mary Margaret PurdyRecording Secretary
Emily McminnStaff Appreciation
Kimberly LeeStaff Appreciation
Nicole WatersStaff Appreciation
Mollie EardleyTreasurer
Nikki SpeerVips Coordinator
Robin StricklandVips Coordinator
Tracie CorcoranVips Coordinator
Revenue and Support

Revenue Composition

Contributions and Grants
$50,017
Program Service Revenue
$26,549
Investment Income
$0
Other Revenue
$68,051
All Other Contributions
$50,017
Change in Net Assets
$1,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$143,546
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$14,614--$14,614
Other Expenses$10,053--$10,053
Occupancy-$1,818-$1,818
Fees for Services Accounting-$1,100-$1,100
Total Functional Expenses$140,628$2,918$0$143,546
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$81,391
Fundraising Direct Expenses$13,340
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon Income$81,391$81,391$13,340$68,051
Total Events$81,391$81,391$13,340$68,051
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Explanation: the treasurer reviews the 990 before filing.

Form 990, Part VI, Section C, Line 19

Explanation: the organization makes its governing documents public through its website.

Filing and Contact Details

Filer

Filer Name
Scanlan Oaks Elementary
EIN
56-2478637
Phone
2816343950
Address
9000 CAMP SIENNA TRAIL, MISSOURI CITY, TX 77459
Doing Business As
Scanlan Oaks Elementary Pto

Signing Officer

Name
Diana Harper
Title
Treasurer
Phone
2816343950
Signed
2015-12-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diana Harper
Formed
1999
Legal Domicile
TX
Voting Board Members
600
Independent Board Members
600
Employees
0
Volunteers
90

Preparer

Firm
Bailes Bates & Associates Llp
Address
1650 HIGHWAY 6 SUITE 470, SUGAR LAND, TX 77478
Preparer
Jennifer Esch
Phone
2815656400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Vip volunteer expense: program service expenses 5,328. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,328. Maintenance expenses: program service expenses 4,076. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,076. Yearbook and publicity: program service expenses 3,432. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,432. Administrative expense: program service expenses 1,778. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,778.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt9EDUCATIONAL ENRICHMENT
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IRS990/PartialLiquidationInd00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DIANA HARPER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL STORE/SUPPLY SA
IRS990/ProgramServiceRevenueGrp/Desc1KID HOLIDAY RAFFLE INC
IRS990/ProgramServiceRevenueGrp/Desc2YEARBOOK INCOME
IRS990/ProgramServiceRevenueGrp/Desc3BOX TOPS INCOME
IRS990/ProgramServiceRevenueGrp/Desc4RETAIL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09310
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16261
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23513
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33254
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt43079
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09310
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16261
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23513
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33254
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt43079
IRS990/ProgSrvcAccomActy2Grp/Desc0OFFER GOODS AND SERVICES TO STUDENTS TO ENCOURAGE A SENSE OF COMMUNITY, ENJOYMENT AND TO CONGRATULATE EACH CLASS ON THEIR ACHIEVEMENTS THROUGH SCHOOL STORE, T-SHIRTS, AND YEARBOOKS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt036168
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt026549
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE GOODS AND SERVICES TO THE STAFF AND SPECIAL PROJECTS FOR THE SCHOOL TO SHOW GRATITUDE FOR THEIR DEDICATION AND COMMITMENT TO PROVIDE THE STUDENTS A QUALITY EDUCATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt046800
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0117239
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0128383
IRS990/PYOtherRevenueAmt0-28781
IRS990/PYProgramServiceRevenueAmt025299
IRS990/PYRevenuesLessExpensesAmt0-14626
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0128383
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0113757
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01071
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01071
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0157956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0116969
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0125507
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0177498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0215209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0793139
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0841457
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt048318
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt048318
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0157956
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0116969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0173825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0177498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0215209
IRS990ScheduleA/Total509Grp/TotalAmt0841457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0157956
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0116969
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0173825
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0177498
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0215209
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0841457
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013340
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON INCOME
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt081391
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt081391
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt081391
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt081391
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt068051
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013340
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013340
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: THE TREASURER REVIEWS THE 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPLANATION: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS PUBLIC THROUGH ITS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VIP VOLUNTEER EXPENSE: PROGRAM SERVICE EXPENSES 5,328. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,328. MAINTENANCE EXPENSES: PROGRAM SERVICE EXPENSES 4,076. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,076. YEARBOOK AND PUBLICITY: PROGRAM SERVICE EXPENSES 3,432. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,432. ADMINISTRATIVE EXPENSE: PROGRAM SERVICE EXPENSES 1,778. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,778.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt053498
IRS990/TotalAssetsEOYAmt054569
IRS990/TotalAssetsGrp/BOYAmt053498
IRS990/TotalAssetsGrp/EOYAmt054569
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt050017
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02918
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140628
IRS990/TotalFunctionalExpensesGrp/TotalAmt0143546
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt053498
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054569
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt01132
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01132
IRS990/TotalProgramServiceExpensesAmt0140628
IRS990/TotalProgramServiceRevenueAmt026549
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt068051

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$1.89$1.03$0.72$0.31
2023Detailed filing. Detailed filing data is available for this year.$1.58$1.58$1.80$1.17$0.63
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.97$0.58$0.38
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.24$0.61$0.37
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.29$0.64$0.65
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.28$1.34$1.47$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.41$1.45$1.32$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.35$1.34$0.01
2016Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$1.43$1.70$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$1.45$1.44$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.14$1.28$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$1.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$1.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$2.91
Peer Organizations

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