Civic Intelligence

Oran Roberts Elementary School PTO

990 • Fiscal year 2016 • EIN 74-2198519

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 02, 2017

6000 Greenbriar StreetHouston, TX 77030

(713) 295-5272

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

90th percentile

51%

Faster asset growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

112%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$402,449

Up $136,707 (+51%) from 2015

Net Assets

Up

$402,449

Up $136,707 (+51%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$555,642

Up $293,918 (+112%) from 2015

Expenses

Up

$418,935

Up $246,954 (+144%) from 2015

Net Income

Up

$136,707

Up $46,964 (+52%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $121,408Liabilities 2011: $0Net Assets 2011: $121,4082011Assets 2012: $129,178Liabilities 2012: $0Net Assets 2012: $129,1782012Assets 2013: $146,220Liabilities 2013: $0Net Assets 2013: $146,2202013Assets 2014: $175,999Liabilities 2014: $0Net Assets 2014: $175,9992014Assets 2015: $265,742Liabilities 2015: $0Net Assets 2015: $265,7422015Assets 2016: $402,449Liabilities 2016: $0Net Assets 2016: $402,4492016Assets 2017: $430,453Liabilities 2017: $0Net Assets 2017: $430,4532017Assets 2018: $562,177Liabilities 2018: $0Net Assets 2018: $562,1772018Assets 2019: $419,515Liabilities 2019: $0Net Assets 2019: $419,5152019Assets 2020: $401,041Liabilities 2020: $0Net Assets 2020: $401,0412020Assets 2021: $554,964Liabilities 2021: $0Net Assets 2021: $554,9642021Assets 2022: $514,547Liabilities 2022: $0Net Assets 2022: $514,5472022Assets 2023: $585,481Liabilities 2023: $0Net Assets 2023: $585,4812023Assets 2024: $317,755Liabilities 2024: $0Net Assets 2024: $317,7552024Assets 2025: $253,987Liabilities 2025: $0Net Assets 2025: $253,9872025

Highlighted filing

2016

Assets$402,449
Liabilities$0
Net Assets$402,449

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $219,044Expenses 2011: $246,638Net Income 2011: -$27,5942011Revenue 2012: $215,966Expenses 2012: $208,196Net Income 2012: $7,7702012Revenue 2013: $256,953Expenses 2013: $231,382Net Income 2013: $25,5712013Revenue 2014: $242,337Expenses 2014: $212,558Net Income 2014: $29,7792014Revenue 2015: $261,724Expenses 2015: $171,981Net Income 2015: $89,7432015Revenue 2016: $555,642Expenses 2016: $418,935Net Income 2016: $136,7072016Revenue 2017: $410,021Expenses 2017: $382,017Net Income 2017: $28,0042017Revenue 2018: $332,804Expenses 2018: $201,080Net Income 2018: $131,7242018Revenue 2019: $355,146Expenses 2019: $497,808Net Income 2019: -$142,6622019Revenue 2020: $257,418Expenses 2020: $275,892Net Income 2020: -$18,4742020Revenue 2021: $304,894Expenses 2021: $152,884Net Income 2021: $152,0102021Revenue 2022: $362,284Expenses 2022: $402,701Net Income 2022: -$40,4172022Revenue 2023: $390,927Expenses 2023: $320,043Net Income 2023: $70,8842023Revenue 2024: $435,124Expenses 2024: $702,850Net Income 2024: -$267,7262024Revenue 2025: $420,558Expenses 2025: $484,327Net Income 2025: -$63,7692025

Highlighted filing

2016

Revenue$555,642
Expenses$418,935
Net Income$136,707
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 2, 2017
Return Version
2015v3.0
Gross Receipts
$685,792
Mission and Program Overview

Mission

Financial support of enrichment programs for roberts elementary school

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$191,815$329,136▲ $137,321
Rtn Earn Endowment Incm Other Fnds$135,580$272,287▲ $136,707
Cap Stk Tr Prin Current Funds$130,162$130,162→ $0
Cash and Non-Interest-Bearing Accounts$73,927$73,313▼ $614
Total Assets$265,742$402,449▲ $136,707
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$265,742$402,449▲ $136,707
Total Liabilities and Net Assets / Fund Balance$265,742$402,449▲ $136,707
Compensation and Service Providers

Board Members and Trustees

NameTitle
Camille JenmanPresident
Valerie TompsonPresident El
Christine RobinsCorrespondin
Aparna JotwaniHistorian
Kristin SchusterParliamentar
Devyn WolensRecording Se
Lara FrazierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$289,025
Program Service Revenue
$291,822
Investment Income
$208
Other Revenue
$-25,413
All Other Contributions
$8,325
Change in Net Assets
$136,707
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$418,935
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$75,308$12,990-$88,298
Office Expenses$82,394$594-$82,988
Other Expenses$16,367--$16,367
Occupancy-$2,523-$2,523
Insurance-$699-$699
Total Functional Expenses$402,129$16,806$0$418,935
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$86,851
Fundraising Gross Income$60,084
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$121,464-$36,891-
Auction$92,269$17,350$11,122$6,228
Total Events$264,259$60,084$84,887$-24,803
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
No
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Oran Roberts Elementary School Pto
EIN
74-2198519
Phone
7132955272
Address
6000 GREENBRIAR STREET, HOUSTON, TX 77030

Signing Officer

Name
Lara Frazier
Title
Treasurer
Phone
7132955272
Signed
2017-02-02

Organization Details

Principal Officer
Lara Frazier
Voting Board Members
60
Independent Board Members
0
Employees
0
Volunteers
100

Preparer

Firm
Marino CPA Firm
Address
2396 EASTEX FWY, BEAUMONT, TX 77703-4626
Preparer
Jeffrey D Marino
Phone
4098988777
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

The membership of the pto shall consist of parents or legal guardians of each child enrolled at the school, the school's teachers, and the school's administrators. Elected officers: the elected officers of the pto shall be president, president-elect, treasure, corresponding secretary, recording secretary and parliamentarian all elected officers shall be elected at an annual pto meeting in april. Voting shall be by voice, unless five members present request a secret (written) ballot. A simple majority of the members present shall be required to elect. The board of directors shall consist of the elected officers, the immediate past president, standing committee chairpersons, the principal of the school, the magnet coordinator, and two teacher advisors who shall be elected by the faculty at the beginning of the school year, one from grades k thru 2nd and one from grades 3 through 5. The board shall vote on all matters in these by-laws which are subject to vote by board members; and have the authority to enter into contracts on behalf of the pto. Oran roberts elementary school pto has its form 990 available for public inspection upon request. The pto exists as an unincorporated association of its voluntary members. Its "articles of organization" shall comprise these by-laws, as from time- to-time may be amended and its articles of organization, if any. In the absence of any separate article of organization, these by-laws shall be deemed to be the articles of organization. In the event of any conflict between these by-laws and the articles of organization, these by-laws shall govern. A copy of the current by-laws shall be in all elected officers and standing committee chairpersons notebooks and shall be published annually in the school directory. The tresurer will submit a financial report at every pto meeting

Form 990, Part IX, Line 24E

Teachers aid 14,982 0 0 facility maintenance 11,779 0 0 5th grade activity 8,267 0 0 ib program 8,110 0 0 hospitality 7,421 0 0 spark park general accoun 6,313 0 0 staff appreciation 5,900 0 0 other fees 0 4,730 0 directory 4,466 0 0 discretionary expense 0 3,872 0 international festival 3,233 0 0 state and local tax 0 3,173 0 memory book 2,681 0 0 grade level curriculum 1,459 0 0 pto members 0 812 0 bank fees 0 403 0 teacher workroom 365 0 0 corresponding sec 332 0 0

Raw XML Appendix369 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0345047
IRS990ScheduleA/Total509Grp/TotalAmt01698576
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01698988
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt07849
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt07849
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0121464
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-24803
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016138
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt036891
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011122
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IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERSHIP OF THE PTO SHALL CONSIST OF PARENTS OR LEGAL GUARDIANS OF EACH CHILD ENROLLED AT THE SCHOOL, THE SCHOOL'S TEACHERS, AND THE SCHOOL'S ADMINISTRATORS. ELECTED OFFICERS: THE ELECTED OFFICERS OF THE PTO SHALL BE PRESIDENT, PRESIDENT-ELECT, TREASURE, CORRESPONDING SECRETARY, RECORDING SECRETARY AND PARLIAMENTARIAN ALL ELECTED OFFICERS SHALL BE ELECTED AT AN ANNUAL PTO MEETING IN APRIL. VOTING SHALL BE BY VOICE, UNLESS FIVE MEMBERS PRESENT REQUEST A SECRET (WRITTEN) BALLOT. A SIMPLE MAJORITY OF THE MEMBERS PRESENT SHALL BE REQUIRED TO ELECT. THE BOARD OF DIRECTORS SHALL CONSIST OF THE ELECTED OFFICERS, THE IMMEDIATE PAST PRESIDENT, STANDING COMMITTEE CHAIRPERSONS, THE PRINCIPAL OF THE SCHOOL, THE MAGNET COORDINATOR, AND TWO TEACHER ADVISORS WHO SHALL BE ELECTED BY THE FACULTY AT THE BEGINNING OF THE SCHOOL YEAR, ONE FROM GRADES K THRU 2ND AND ONE FROM GRADES 3 THROUGH 5. THE BOARD SHALL VOTE ON ALL MATTERS IN THESE BY-LAWS WHICH ARE SUBJECT TO VOTE BY BOARD MEMBERS; AND HAVE THE AUTHORITY TO ENTER INTO CONTRACTS ON BEHALF OF THE PTO. ORAN ROBERTS ELEMENTARY SCHOOL PTO HAS ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE PTO EXISTS AS AN UNINCORPORATED ASSOCIATION OF ITS VOLUNTARY MEMBERS. ITS "ARTICLES OF ORGANIZATION" SHALL COMPRISE THESE BY-LAWS, AS FROM TIME- TO-TIME MAY BE AMENDED AND ITS ARTICLES OF ORGANIZATION, IF ANY. IN THE ABSENCE OF ANY SEPARATE ARTICLE OF ORGANIZATION, THESE BY-LAWS SHALL BE DEEMED TO BE THE ARTICLES OF ORGANIZATION. IN THE EVENT OF ANY CONFLICT BETWEEN THESE BY-LAWS AND THE ARTICLES OF ORGANIZATION, THESE BY-LAWS SHALL GOVERN. A COPY OF THE CURRENT BY-LAWS SHALL BE IN ALL ELECTED OFFICERS AND STANDING COMMITTEE CHAIRPERSONS NOTEBOOKS AND SHALL BE PUBLISHED ANNUALLY IN THE SCHOOL DIRECTORY. THE TRESURER WILL SUBMIT A FINANCIAL REPORT AT EVERY PTO MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHERS AID 14,982 0 0 FACILITY MAINTENANCE 11,779 0 0 5TH GRADE ACTIVITY 8,267 0 0 IB PROGRAM 8,110 0 0 HOSPITALITY 7,421 0 0 SPARK PARK GENERAL ACCOUN 6,313 0 0 STAFF APPRECIATION 5,900 0 0 OTHER FEES 0 4,730 0 DIRECTORY 4,466 0 0 DISCRETIONARY EXPENSE 0 3,872 0 INTERNATIONAL FESTIVAL 3,233 0 0 STATE AND LOCAL TAX 0 3,173 0 MEMORY BOOK 2,681 0 0 GRADE LEVEL CURRICULUM 1,459 0 0 PTO MEMBERS 0 812 0 BANK FEES 0 403 0 TEACHER WORKROOM 365 0 0 CORRESPONDING SEC 332 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0289025
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016806
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0402129
IRS990/TotalFunctionalExpensesGrp/TotalAmt0418935
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt08878
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt08878
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IRS990/TotalProgramServiceRevenueAmt0291822
IRS990/TotalRevenueGrp/ExclusionAmt01354
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0292030
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0555642
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0402449
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt06000 GREENBRIAR STREET
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077030
IRS990/VotingMembersGoverningBodyCnt060
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.ROBERTSELEMENTARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LARA FRAZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07132955272
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORAN ROBERTS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0742198519
ReturnHeader/Filer/PhoneNum07132955272
ReturnHeader/Filer/USAddress/AddressLine1Txt06000 GREENBRIAR STREET
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810835615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARINO CPA FIRM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02396 EASTEX FWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0777034626
ReturnHeader/PreparerPersonGrp/PhoneNum04098988777
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY D MARINO
ReturnHeader/ReturnTs02017-02-13T16:05:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$4.21$4.84$0.64
2024Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$4.35$7.03$2.68
2023Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$3.91$3.20$0.71
2022Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$3.62$4.03$0.40
2021Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$3.05$1.53$1.52
2020Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$2.57$2.76$0.18
2019Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$3.55$4.98$1.43
2018Summary only. Only limited summary data is available for this year.$5.62$0.00$5.62$3.33$2.01$1.32
2017Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$4.10$3.82$0.28
2016Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$5.56$4.19$1.37
2015Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$2.62$1.72$0.90
2014Summary only. Only limited summary data is available for this year.$1.76$0.00$1.76$2.42$2.13$0.30
2013Summary only. Only limited summary data is available for this year.$1.46$0.00$1.46$2.57$2.31$0.26
2012Summary only. Only limited summary data is available for this year.$1.29$0.00$1.29$2.16$2.08$0.08
2011Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$2.19$2.47$0.28
Peer Organizations

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