Civic Intelligence

Rockenbaugh Elementary School Parent Teacher Organization

990 • Fiscal year 2023 • EIN 75-2715713

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 03, 2024

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-597%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

9th percentile

-55%

Faster asset growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-92%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$99,945

Down $123,074 (-55%) from 2022

Net Assets

Down

$99,945

Down $123,074 (-55%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$20,617

Down $232,934 (-92%) from 2022

Expenses

Up

$143,691

Up $25,808 (+22%) from 2022

Net Income

Down

-$123,074

Down $258,742 (-191%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2023

Assets$99,945
Liabilities$0
Net Assets$99,945
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$20,617
Expenses$143,691
Net Income-$123,074
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 3, 2024
Return Version
2022v5.0
Gross Receipts
$253,028
Mission and Program Overview

Mission

Fundraising/Programs for Elementary School

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$212,819$99,945▼ $112,874
Savings and Temporary Cash Investments$10,200--
Total Assets$223,019$99,945▼ $123,074
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$223,019$99,945▼ $123,074
Total Net Assets Fund Balance$223,019$99,945▼ $123,074
Total Liabilities and Net Assets / Fund Balance$223,019$99,945▼ $123,074
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Susan WheelerPresident
Kristin ReynoldsTreasurer
Christine KaneVice Preside
Courtney DeanVice Preside
Erin HallVice Preside
Heather BeardVice Preside
Julie BealVice Preside
Lindsey MarkhamVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$43,726
Program Service Revenue
$40,270
Investment Income
$83
Other Revenue
$-63,462
All Other Contributions
$15,661
Change in Net Assets
$-123,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$143,691
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
Office Expenses-$4,422-$4,422
Fees for Services Accounting-$947-$947
Insurance-$664-$664
Other Expenses$132,318$54-$54
Total Functional Expenses$132,318$11,373$0$143,691
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$197,199
Fundraising Gross Income$116,436
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rule the School$44,197$44,197$54,660$-10,463
Rocken Raiser$37,089$37,089$129,639$-92,550
Total Events$115,436$115,436$196,649$-81,213
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
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

Governance Explanations

Form 990, Page 6, Part VI, Line 6

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

Form 990, Page 6, Part VI, Line 7A

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

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request”

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
2024-04-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Reynolds
Formed
1998
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
50

Preparer

Firm
Smallwood and Associates Pllc
Address
5320 PLEASANT RUN RD, COLLEYVILLE, TX 76034-3018
Preparer
Cal Smallwood CPA
Phone
8174271040
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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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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/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0223019
IRS990/TotalAssetsEOYAmt099945
IRS990/TotalAssetsGrp/BOYAmt0223019
IRS990/TotalAssetsGrp/EOYAmt099945
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt043726
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011373
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0132318
IRS990/TotalFunctionalExpensesGrp/TotalAmt0143691
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0223019
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt099945
IRS990/TotalProgramServiceExpensesAmt0132318
IRS990/TotalProgramServiceRevenueAmt040270
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt057654
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020617
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0223019
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt099945
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN REYNOLDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02105693336
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-03
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473844942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMALLWOOD AND ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05320 PLEASANT RUN RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLLEYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760343018
ReturnHeader/PreparerPersonGrp/PhoneNum08174271040
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAL SMALLWOOD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-04T12:32:20-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REYNOLDS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,945
Liabilities
$0
Net assets
$99,945
Revenue
$20,617
Expenses
$143,691
Net income
-$123,074
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