Civic Intelligence

Wellington Elementary PTA

990EZ • Fiscal year 2021 • EIN 75-2759056

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 17, 2021

3900 Kenwood DriveFlower Mound, TX 75022

(469) 222-6983

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

77th percentile

34%

Higher net margin than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

87th percentile

81%

Faster asset growth than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-41%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$39,005

Up $17,456 (+81%) from 2020

Net Assets

Up

$39,005

Up $17,456 (+81%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$50,869

Down $35,182 (-41%) from 2020

Expenses

Down

$33,641

Down $48,367 (-59%) from 2020

Net Income

Up

$17,228

Up $13,185 (+326%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $43,894Liabilities 2011: $20,667Net Assets 2011: $23,2272011Assets 2012: $30,395Net Assets 2012: $30,3952012Assets 2013: $30,558Liabilities 2013: $02013Assets 2014: $43,127Liabilities 2014: $02014Assets 2015: $38,730Liabilities 2015: $02015Assets 2016: $26,928Liabilities 2016: $02016Assets 2017: $22,574Liabilities 2017: $02017Assets 2018: $28,189Liabilities 2018: $02018Assets 2019: $17,399Liabilities 2019: $02019Assets 2020: $21,549Liabilities 2020: $0Net Assets 2020: $21,5492020Assets 2021: $39,005Liabilities 2021: $0Net Assets 2021: $39,0052021Assets 2022: $39,973Liabilities 2022: $0Net Assets 2022: $39,9732022Assets 2023: $26,631Liabilities 2023: $0Net Assets 2023: $26,6312023Assets 2024: $14,029Liabilities 2024: $0Net Assets 2024: $14,0292024Assets 2025: $16,872Liabilities 2025: $0Net Assets 2025: $16,8722025

Highlighted filing

2021

Assets$39,005
Liabilities$0
Net Assets$39,005

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $46,246Expenses 2011: $60,973Net Income 2011: -$14,7272011Revenue 2012: $56,715Expenses 2012: $49,547Net Income 2012: $7,1682012Revenue 2013: $60,923Expenses 2013: $60,760Net Income 2013: $1632013Revenue 2014: $72,661Expenses 2014: $59,455Net Income 2014: $13,2062014Revenue 2015: $70,730Expenses 2015: $75,192Net Income 2015: -$4,4622015Revenue 2016: $76,251Expenses 2016: $87,814Net Income 2016: -$11,5632016Revenue 2017: $79,641Expenses 2017: $87,323Net Income 2017: -$7,6822017Revenue 2018: $88,377Expenses 2018: $82,949Net Income 2018: $5,4282018Revenue 2019: $94,661Expenses 2019: $105,499Net Income 2019: -$10,8382019Revenue 2020: $86,051Expenses 2020: $82,008Net Income 2020: $4,0432020Revenue 2021: $50,869Expenses 2021: $33,641Net Income 2021: $17,2282021Revenue 2022: $88,293Expenses 2022: $83,002Net Income 2022: $5,2912022Revenue 2023: $83,054Expenses 2023: $99,973Net Income 2023: -$16,9192023Revenue 2024: $81,472Expenses 2024: $94,026Net Income 2024: -$12,5542024Revenue 2025: $87,034Expenses 2025: $84,191Net Income 2025: $2,8432025

Highlighted filing

2021

Revenue$50,869
Expenses$33,641
Net Income$17,228
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 17, 2021
Return Version
2020v4.0
Gross Receipts
$53,677
Mission and Program Overview

Mission

Educational Enhancement

Program Services

DescriptionGrantsExpenses
To provide teachers and staff with additional educational materials, upgrades and additions to classrooms$0$11,117
To provide for the enrichment of learning and educational experiences of all students as well as cultural enrichment and communication between school and parents.$0$6,841
To provide additional fresh, age appropriate reading materials to the school library.$0$223
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meghann CallisonPresidentPT$0--
Kim BrysonVice PresidentPT$0--
Becky HornbackTreasurerPT$0--
Katie MaySecretary-$0--
Filing and Contact Details

Filer

Filer Name
Wellington Elementary PTA
EIN
75-2759056
Phone
4692226983
Address
3900 Kenwood Drive, Flower Mound, TX 75022

Signing Officer

Name
Becky Hornback
Title
Treasurer
Phone
4692226983
Signed
2021-07-17
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^5th Grade Events;1599|Spirit Nights Community Partners;7937|Student Services;4144^Total;13680^

Form 990-EZ, Part I, Line 16

Description;Amount^Operating and Other;4598|Hospitality;3605|Student Services;6752|Campus and Classroom Enrichment;18431^Total;33386^

Form 990-EZ, Part I, Line 20

Description;Amount^Adjustments to carryover expense recorded through the year;228^Total;228^

Raw XML Appendix244 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Flower Mound
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IRS990EZ/OtherRevenueTotalAmt013680
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IRS990EZ/PrintingPublicationsPostageAmt0255
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To provide additional fresh, age appropriate reading materials to the school library.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2To provide for the enrichment of learning and educational experiences of all students as well as cultural enrichment and communication between school and parents.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033641
IRS990EZ/TotalProgramServiceExpensesAmt018181
IRS990EZ/TotalRevenueAmt050869
IRS990EZ/TransactionWithControlEntInd00
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052825
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt094251
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt089737
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073569
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0393502
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0417917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^5th Grade Events;1599|Spirit Nights Community Partners;7937|Student Services;4144^Total;13680^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Operating and Other;4598|Hospitality;3605|Student Services;6752|Campus and Classroom Enrichment;18431^Total;33386^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Adjustments to carryover expense recorded through the year;228^Total;228^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Becky Hornback
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04692226983
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wellington Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0752759056
ReturnHeader/Filer/PhoneNum04692226983
ReturnHeader/Filer/USAddress/AddressLine1Txt03900 Kenwood Drive
ReturnHeader/Filer/USAddress/CityNm0Flower Mound
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075022
ReturnHeader/ReturnTs02021-07-17T19:31:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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.$0.17$0.00$0.17$0.87$0.84$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.81$0.94$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.83$1.00$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.88$0.83$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.51$0.34$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.86$0.82$0.04
2019Summary only. Only limited summary data is available for this year.$0.17$0.00$0.95$1.05$0.11
2018Summary only. Only limited summary data is available for this year.$0.28$0.00$0.88$0.83$0.05
2017Summary only. Only limited summary data is available for this year.$0.23$0.00$0.80$0.87$0.08
2016Summary only. Only limited summary data is available for this year.$0.27$0.00$0.76$0.88$0.12
2015Summary only. Only limited summary data is available for this year.$0.39$0.00$0.71$0.75$0.04
2014Summary only. Only limited summary data is available for this year.$0.43$0.00$0.73$0.59$0.13
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.61$0.61$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.30$0.57$0.50$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.21$0.23$0.46$0.61$0.15