Form 990, Page 6, Part VI, Line 11B
“No review was or will be conducted.”
990 • Fiscal year 2017 • EIN 74-2198519
Scores are not available for this record yet.
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
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
Financial support of enrichment programs for roberts elementary school
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 |
| Name | Title |
|---|---|
| Valerie Thompson | President |
| Natalie Smith | President El |
| Liz Singleton | Correspondin |
| Judy Mcfarland | Historian |
| Kristin Schuster | Parliamentar |
| Liz Ehrhart | Recording Se |
| Devyn Wolens | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $382,017 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $82,969 |
| Fundraising Gross Income | $72,909 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net 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 |
“No review was or will be conducted.”
“No documents available to the public”
“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”
“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”
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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| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 38859 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 68329 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | -11735 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 14079 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 58934 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 10982 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 33873 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 2 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 2000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 2000 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | NO REVIEW WAS OR WILL BE CONDUCTED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 1, PART I, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART IX, LINE 24E |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 402449 |
| IRS990/TotalAssetsEOYAmt | 0 | 335759 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 402449 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 335759 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 277175 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 8906 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 373111 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 382017 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 402449 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 335759 |
| IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt | 0 | 194 |
| IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt | 0 | 194 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 373111 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 39807 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 8235 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 39977 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 315327 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 402449 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 335759 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/USAddress/AddressLine1Txt | 0 | 6000 GREENBRIAR STREET |
| IRS990/USAddress/CityNm | 0 | HOUSTON |
| IRS990/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/USAddress/ZIPCd | 0 | 77030 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 60 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | WWW.ROBERTSELEMENTARY.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DEVYN WOLENS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7132955272 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-05-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ORAN ROBERTS ELEMENTARY SCHOOL PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ORAN |
| ReturnHeader/Filer/EIN | 0 | 742198519 |
| ReturnHeader/Filer/PhoneNum | 0 | 7132955272 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 6000 GREENBRIAR STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HOUSTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 77030 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 77C06A7D86CDD431A969D637D52302C5AFAE53F5 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 436ED4812840862FCF6079CCF663E486AE747C59 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 810835615 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MARINO CPA FIRM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2396 EASTEX FWY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BEAUMONT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 777034626 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4098988777 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-05-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEFF MARINO |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2018-05-11T11:28:23-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.