Civic Intelligence

Rockenbaugh Elementary School Parent Teacher Organization

990 • Fiscal year 2022 • EIN 75-2715713

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 16, 2022

Organization ProfileN/A
301 Byron Nelson PkwySouthlake, TX 76092

(210) 569-3336

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

94th percentile

155%

Faster asset growth than 94% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

424%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$223,019

Up $135,667 (+155%) from 2021

Net Assets

$223,019

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin90th percentile

Revenue

Up

$253,551

Up $205,174 (+424%) from 2021

Expenses

Up

$117,883

Up $66,954 (+131%) from 2021

Net Income

Up

$135,668

Up $138,220 (+5416%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$300K$200K$100K$0-$100KAssets 2011: $101,041Liabilities 2011: $3652011Assets 2012: $75,472Liabilities 2012: $1102012Assets 2013: $63,368Liabilities 2013: $1252013Assets 2014: $100,684Liabilities 2014: $1242014Assets 2015: $63,029Liabilities 2015: -$2,1092015Assets 2016: $56,693Liabilities 2016: $2,1362016Assets 2017: $119,460Liabilities 2017: $172017Assets 2018: $101,335Liabilities 2018: $02018Assets 2019: $86,395Liabilities 2019: $02019Assets 2021: $87,352Liabilities 2021: $02021Assets 2022: $223,019Liabilities 2022: $0Net Assets 2022: $223,0192022Assets 2023: $99,945Liabilities 2023: $0Net Assets 2023: $99,9452023Assets 2024: $117,281Liabilities 2024: $0Net Assets 2024: $117,2812024Assets 2025: $103,749Liabilities 2025: $0Net Assets 2025: $103,7492025

Highlighted filing

2022

Assets$223,019
Liabilities$0
Net Assets$223,019
Open 2022 Filing

Operations Trend

Revenue Growth95th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $81,459Expenses 2011: $53,758Net Income 2011: $27,7012011Revenue 2012: $65,466Expenses 2012: $90,780Net Income 2012: -$25,3142012Revenue 2013: $70,598Expenses 2013: $82,717Net Income 2013: -$12,1192013Revenue 2014: $89,778Expenses 2014: $52,461Net Income 2014: $37,3172014Revenue 2015: $54,769Expenses 2015: $90,191Net Income 2015: -$35,4222015Revenue 2016: $104,946Expenses 2016: $115,527Net Income 2016: -$10,5812016Revenue 2017: $115,268Expenses 2017: $50,382Net Income 2017: $64,8862017Revenue 2018: $94,204Expenses 2018: $112,312Net Income 2018: -$18,1082018Revenue 2019: $71,511Expenses 2019: $86,451Net Income 2019: -$14,9402019Revenue 2021: $48,377Expenses 2021: $50,929Net Income 2021: -$2,5522021Revenue 2022: $253,551Expenses 2022: $117,883Net Income 2022: $135,6682022Revenue 2023: $20,617Expenses 2023: $143,691Net Income 2023: -$123,0742023Revenue 2024: $154,228Expenses 2024: $136,892Net Income 2024: $17,3362024Revenue 2025: $117,777Expenses 2025: $131,309Net Income 2025: -$13,5322025

Highlighted filing

2022

Revenue$253,551
Expenses$117,883
Net Income$135,668
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 16, 2022
Return Version
2021v4.1
Gross Receipts
$358,345
Mission and Program Overview

Mission

Fundraising/Programs for Elementary School

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$77,156$212,819▲ $135,663
Savings and Temporary Cash Investments$10,196$10,200▲ $4
Total Assets$87,352$223,019▲ $135,667
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$87,352$223,019▲ $135,667
Total Net Assets Fund Balance$87,352$223,019▲ $135,667
Total Liabilities and Net Assets / Fund Balance$87,352$223,019▲ $135,667
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Susan WheelerPresident
Heather BeardVice President
Kristin ReynoldsVice President
Lindsey MarkhamVice President
Nicole SchneiderVice President
Erin HallSecretary
Kate VandeberghTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,308
Program Service Revenue
$28,893
Investment Income
$5
Other Revenue
$176,345
All Other Contributions
$18,798
Change in Net Assets
$135,668
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$117,883
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$0$4,637$0$4,637
Office Expenses$0$3,541$0$3,541
Insurance$0$1,273$0$1,273
Other Expenses$0$362$0$362
Total Functional Expenses$103,627$14,256$0$117,883
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$228,908
Fundraising Direct Expenses$75,345
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rocken Raiser$178,933$178,933$40,943$137,990
Rule the School$40,079$40,079$28,313$11,766
Total Events$228,908$228,908$75,345$153,563
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
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Filing and Contact Details

Filer

Filer Name
Rockenbaugh Elementary School Pto
EIN
75-2715713
Phone
2105693336
Address
301 BYRON NELSON PKWY, SOUTHLAKE, TX 76092

Signing Officer

Name
Kristin Reynolds
Title
Treasurer
Phone
2105693336
Signed
2022-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Reynolds
Formed
1998
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
100

Preparer

Firm
Smallwood & Associates PLLC
Address
5320 Pleasant Run Rd, Colleyville, TX 76034
Preparer
Cal D Smallwood CPA
Phone
8174271040
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“As a pto the organization is made up of members from the parents and teachers of the school”

Pt VI, Line 7A

“Parents and teachers who choose to participate in the pto vote on and elect the governing board”

Pt VI, Line 11B

“The return will be reviewed by the pto president and treasurer before filing”

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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROCKEN RAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RULE THE SCHOOL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0178933
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt040079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0228908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0178933
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt040079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0228908
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0153563
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06089
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt075345
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt040943
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt028313
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS A PTO THE ORGANIZATION IS MADE UP OF MEMBERS FROM THE PARENTS AND TEACHERS OF THE SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PARENTS AND TEACHERS WHO CHOOSE TO PARTICIPATE IN THE PTO VOTE ON AND ELECT THE GOVERNING BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN WILL BE REVIEWED BY THE PTO PRESIDENT AND TREASURER BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt087352
IRS990/TotalAssetsEOYAmt0223019
IRS990/TotalAssetsGrp/BOYAmt087352
IRS990/TotalAssetsGrp/EOYAmt0223019
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt048308
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014256
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0103627
IRS990/TotalFunctionalExpensesGrp/TotalAmt0117883
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt087352
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0223019
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0103627
IRS990/TotalProgramServiceRevenueAmt028893
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0153594
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt051649
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0253551
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt087352
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0223019
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0301 BYRON NELSON PKWY
IRS990/USAddress/CityNm0SOUTHLAKE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076092
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN REYNOLDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02105693336
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKENBAUGH ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0752715713
ReturnHeader/Filer/PhoneNum02105693336
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 BYRON NELSON PKWY
ReturnHeader/Filer/USAddress/CityNm0SOUTHLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076092
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473844942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smallwood & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05320 Pleasant Run Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colleyville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076034
ReturnHeader/PreparerPersonGrp/PhoneNum08174271040
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAL D SMALLWOOD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-22T12:06:36-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REYNOLDS
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,019
Liabilities
$0
Net assets
$223,019
Revenue
$253,551
Expenses
$117,883
Net income
$135,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$1.18$1.31$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.54$1.37$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.21$1.44$1.23
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$2.54$1.18$1.36
2021Summary only. Only limited summary data is available for this year.$0.87$0.00$0.48$0.51$0.03
2019Summary only. Only limited summary data is available for this year.$0.86$0.00$0.72$0.86$0.15
2018Summary only. Only limited summary data is available for this year.$1.01$0.00$0.94$1.12$0.18
2017Summary only. Only limited summary data is available for this year.$1.19$0.00$1.15$0.50$0.65
2016Summary only. Only limited summary data is available for this year.$0.57$0.02$1.05$1.16$0.11
2015Summary only. Only limited summary data is available for this year.$0.63$0.02$0.55$0.90$0.35
2014Summary only. Only limited summary data is available for this year.$1.01$0.00$0.90$0.52$0.37
2013Summary only. Only limited summary data is available for this year.$0.63$0.00$0.71$0.83$0.12
2012Summary only. Only limited summary data is available for this year.$0.75$0.00$0.65$0.91$0.25
2011Summary only. Only limited summary data is available for this year.$1.01$0.00$0.81$0.54$0.28