Civic Intelligence

Oran Roberts Elementary School PTO

990 • Fiscal year 2017 • EIN 74-2198519

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

6000 Greenbriar StreetHouston, TX 77030

(713) 295-5272

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$335,759

Down $66,690 (-17%) from 2016

Net Assets

Down

$335,759

Down $66,690 (-17%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Down

$315,327

Down $240,315 (-43%) from 2016

Expenses

Down

$382,017

Down $36,918 (-8.8%) from 2016

Net Income

Down

-$66,690

Down $203,397 (-149%) from 2016

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: $335,759Liabilities 2017: $0Net Assets 2017: $335,7592017Assets 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

2017

Assets$335,759
Liabilities$0
Net Assets$335,759

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: $315,327Expenses 2017: $382,017Net Income 2017: -$66,6902017Revenue 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

2017

Revenue$315,327
Expenses$382,017
Net Income-$66,690
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.1
Gross Receipts
$407,639
Mission and Program Overview

Mission

Financial support of enrichment programs for roberts elementary school

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$329,136$294,533▼ $34,603
Rtn Earn Endowment Incm Other Fnds$272,287$211,889▼ $60,398
Cap Stk Tr Prin Current Funds$130,162$123,870▼ $6,292
Cash and Non-Interest-Bearing Accounts$73,313$41,226▼ $32,087
Total Assets$402,449$335,759▼ $66,690
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$402,449$335,759▼ $66,690
Total Liabilities and Net Assets / Fund Balance$402,449$335,759▼ $66,690
Compensation and Service Providers

Board Members and Trustees

NameTitle
Valerie ThompsonPresident
Natalie SmithPresident El
Liz SingletonCorrespondin
Judy McfarlandHistorian
Kristin SchusterParliamentar
Liz EhrhartRecording Se
Devyn WolensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$277,175
Program Service Revenue
$39,807
Investment Income
$170
Other Revenue
$-1,825
All Other Contributions
$28,197
Change in Net Assets
$-66,690
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$382,017
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$58,793$7,349-$66,142
Office Expenses$35,534$859-$36,393
Other Expenses$11,537--$11,537
Insurance-$500-$500
Occupancy-$198-$198
Total Functional Expenses$373,111$8,906$0$382,017
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$82,969
Fundraising Gross Income$72,909
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$93,544-$33,873-
Auction$106,937$29,470$10,982$18,488
Total Events$240,884$68,329$80,064$-11,735
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
Devyn Wolens
Title
Treasurer
Phone
7132955272
Signed
2018-05-11

Organization Details

Principal Officer
Devyn Wolens
Voting Board Members
60
Independent Board Members
0
Employees
0

Preparer

Firm
Marino CPA Firm
Address
2396 EASTEX FWY, BEAUMONT, TX 77703-4626
Preparer
Jeff 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

Field trip 10,806 0 0 school general fund 10,383 0 0 ib program 8,310 0 0 5th grade activity 7,470 0 0 directory 6,621 0 0 hospitality 6,090 0 0 bank fees 0 5,260 0 staff appreciation 4,331 0 0 international festival 2,596 0 0 pto members 0 1,618 0 memory book 1,061 0 0 teacher workroom 579 0 0 state and local tax 0 361 0 grade level curriculum 354 0 0 corresponding sec 192 0 0 other 0 80 0 other fees 0 30 0 total 58,793 7,349 0

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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt05415
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05415
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010697
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt03018
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt013715
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0106937
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt093544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt040403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0240884
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt038859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt068329
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-11735
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt014079
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt058934
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010982
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt033873
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02000
IRS990/ScheduleJRequiredInd0false
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/ExplanationTxt3FIELD TRIP 10,806 0 0 SCHOOL GENERAL FUND 10,383 0 0 IB PROGRAM 8,310 0 0 5TH GRADE ACTIVITY 7,470 0 0 DIRECTORY 6,621 0 0 HOSPITALITY 6,090 0 0 BANK FEES 0 5,260 0 STAFF APPRECIATION 4,331 0 0 INTERNATIONAL FESTIVAL 2,596 0 0 PTO MEMBERS 0 1,618 0 MEMORY BOOK 1,061 0 0 TEACHER WORKROOM 579 0 0 STATE AND LOCAL TAX 0 361 0 GRADE LEVEL CURRICULUM 354 0 0 CORRESPONDING SEC 192 0 0 OTHER 0 80 0 OTHER FEES 0 30 0 TOTAL 58,793 7,349 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/TotalContributionsAmt0277175
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08906
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0373111
IRS990/TotalFunctionalExpensesGrp/TotalAmt0382017
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0402449
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0335759
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0194
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0194
IRS990/TotalProgramServiceExpensesAmt0373111
IRS990/TotalProgramServiceRevenueAmt039807
IRS990/TotalRevenueGrp/ExclusionAmt08235
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039977
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0315327
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0402449
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0335759
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DEVYN WOLENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07132955272
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0436ED4812840862FCF6079CCF663E486AE747C59
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/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF MARINO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-11T11:28:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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
2017Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$3.15$3.82$0.67
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