Civic Intelligence

Em Daggett Montessori PTA

990EZ • Fiscal year 2018 • EIN 75-2938645

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 13, 2018

Organization Profilewww.dmspta.org
801 JessamineFort Worth, TX 76110

(817) 814-6300

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

54%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$100,128

Up $18,124 (+22%) from 2017

Net Assets

Up

$100,128

Up $18,124 (+22%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Up

$117,032

Up $41,243 (+54%) from 2017

Expenses

Up

$98,908

Up $22,713 (+30%) from 2017

Net Income

Up

$18,124

Up $18,530 (+4564%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$150K$100K$50K$0Assets 2011: $18,821Net Assets 2011: $18,8212011Assets 2012: $23,224Net Assets 2012: $23,2242012Assets 2013: $36,541Net Assets 2013: $36,5412013Assets 2014: $47,254Net Assets 2014: $47,2542014Assets 2016: $82,410Net Assets 2016: $82,4102016Assets 2017: $82,004Net Assets 2017: $82,0042017Assets 2018: $100,128Net Assets 2018: $100,1282018Assets 2019: $101,776Net Assets 2019: $101,7762019Assets 2020: $70,935Liabilities 2020: $02020Assets 2021: $70,720Liabilities 2021: $356Net Assets 2021: $70,3642021Assets 2022: $68,020Liabilities 2022: $266Net Assets 2022: $67,7542022Assets 2023: $61,212Liabilities 2023: $4,4002023Assets 2024: $51,661Liabilities 2024: $02024Assets 2025: $40,218Liabilities 2025: $2Net Assets 2025: $40,2162025

Highlighted filing

2018

Assets$100,128
Liabilities-
Net Assets$100,128
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $46,412Expenses 2011: $37,369Net Income 2011: $9,0432011Revenue 2012: $56,037Expenses 2012: $51,634Net Income 2012: $4,4032012Revenue 2013: $78,818Expenses 2013: $65,501Net Income 2013: $13,3172013Revenue 2014: $72,402Expenses 2014: $61,689Net Income 2014: $10,7132014Revenue 2016: $90,376Expenses 2016: $70,416Net Income 2016: $19,9602016Revenue 2017: $75,789Expenses 2017: $76,195Net Income 2017: -$4062017Revenue 2018: $117,032Expenses 2018: $98,908Net Income 2018: $18,1242018Revenue 2019: $78,550Expenses 2019: $76,902Net Income 2019: $1,6482019Revenue 2020: $41,173Expenses 2020: $72,014Net Income 2020: -$30,8412020Revenue 2021: $22,611Expenses 2021: $23,182Net Income 2021: -$5712021Revenue 2022: $34,769Expenses 2022: $37,379Net Income 2022: -$2,6102022Revenue 2023: $67,817Expenses 2023: $60,155Net Income 2023: $7,6622023Revenue 2024: $50,809Expenses 2024: $47,510Net Income 2024: $3,2992024Revenue 2025: $43,911Expenses 2025: $48,108Net Income 2025: -$4,1972025

Highlighted filing

2018

Revenue$117,032
Expenses$98,908
Net Income$18,124
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 13, 2018
Return Version
2017v2.2
Gross Receipts
$142,958
Mission and Program Overview

Mission

Teacher and Student Support

Program Services

DescriptionGrantsExpenses
Parent teacher organization which serves student and teachers. Fundraising is performed and surplus funds are used to fund school activities--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BREIN RICHTERPresidentPT$0--
MELANIE MACFARLANEV.P. FundraisingPT$0--
HALEY ROEBUCKSecretary-$0--
RENEE NEWV.P. Memberships-$0--
AMY BAKERV.P. Of CommunicationsPT$0--
BETTY SPITZBERGTreasurerPT$0--
TINA JORDANV.P. Social ProgramsPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$29,187$29,187$5,406$23,781
Festivals$16,169$16,169$8,198$7,971
Total Events$71,148$71,148$25,926$45,222
Filing and Contact Details

Filer

Filer Name
EM Daggett Montessori PTA
EIN
75-2938645
Phone
8178146300
Address
801 Jessamine, Fort Worth, TX 76110

Signing Officer

Name
Breinn Richter
Title
President
Phone
8178146300
Signed
2018-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Landrum Consulting
Address
6504 WINIFRED DR, FORT WORTH, TX 76133-4808
Preparer
Kenneth Landrum
Phone
8177073984
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank fees 635.”

Form 990EZ, Part I, Line 16

“Insurance 450.”

Form 990EZ, Part I, Line 16

“Student activities 91059.”

Form 990EZ, Part I, Line 16

“Dues & membership 1207.”

Form 990EZ, Part I, Line 16

“Office 989.”

Form 990EZ, Part I, Line 16

“Misc. 1368.”

Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt01754
IRS990EZ/BooksInCareOfDetail/PersonNm0BETTY SPITZBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum08174961626
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Rm 606 PTA Office 801 Jessamine
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Worth
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082004
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0100128
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018124
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082004
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0100128
IRS990EZ/FundraisingGrossIncomeAmt072602
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0142958
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03915
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082004
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0100128
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt082004
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0100128
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt515.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BREIN RICHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELANIE MACFARLANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HALEY ROEBUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RENEE NEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BETTY SPITZBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TINA JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V.P. Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3V.P. Memberships
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4V.P. of Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6V.P. Social Programs
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt095708
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Teacher and Student Support
IRS990EZ/PrintingPublicationsPostageAmt01196
IRS990EZ/ProgramServiceRevenueAmt066441
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Parent teacher organization which serves student and teachers. Fundraising is performed and surplus funds are used to fund school activities
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025926
IRS990EZ/SpecialEventsNetIncomeLossAmt046676
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098908
IRS990EZ/TotalRevenueAmt0117032
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.dmspta.org
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025926
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Festivals
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016169
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt025792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt071148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016169
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt071148
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt045222
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012322
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025926
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05406
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank fees 635.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student activities 91059.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues & membership 1207.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office 989.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Misc. 1368.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BREINN RICHTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08178146300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EM Daggett Montessori PTA
ReturnHeader/Filer/BusinessNameControlTxt0EMDA
ReturnHeader/Filer/EIN0752938645
ReturnHeader/Filer/PhoneNum08178146300
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 Jessamine
ReturnHeader/Filer/USAddress/CityNm0Fort Worth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04672E364C5DA5213B00E084ED3C0940015035BD3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04672E364C5DA5213B00E084ED3C0940015035BD3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.162.97.230
ReturnHeader/FilingSecurityInformation/IPDt02018-12-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm020:36:03
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Landrum Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06504 WINIFRED DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0761334808
ReturnHeader/PreparerPersonGrp/PhoneNum08177073984
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH LANDRUM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-12-17T20:36:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,128
Liabilities
-
Net assets
$100,128
Revenue
$117,032
Expenses
$98,908
Net income
$18,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.44$0.48$0.04
2024Summary only. Only limited summary data is available for this year.$0.52$0.00$0.51$0.48$0.03
2023Summary only. Only limited summary data is available for this year.$0.61$0.04$0.68$0.60$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.35$0.37$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.70$0.23$0.23$0.01
2020Summary only. Only limited summary data is available for this year.$0.71$0.00$0.41$0.72$0.31
2019Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.79$0.77$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.00$1.00$1.17$0.99$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.82$0.76$0.76$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.82$0.90$0.70$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.72$0.62$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.79$0.66$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.23$0.56$0.52$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.46$0.37$0.09