Civic Intelligence

Em Daggett Montessori PTA

990EZ • Fiscal year 2020 • EIN 75-2938645

Aug 01, 2019 to Jul 31, 2020 • Filed on Nov 23, 2020

Organization Profilewww.dmspta.org
801 W Jessamine StreetFort 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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

10th percentile

-75%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-30%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-48%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$70,935

Flat from 2020

Net Assets

$70,935

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Flat

$41,173

Flat from 2020

Expenses

Flat

$72,014

Flat from 2020

Net Income

Flat

-$30,841

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th 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: $70,935Net Assets 2020: $70,9352020Assets 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

2020

Assets$70,935
Liabilities-
Net Assets$70,935
Open 2020 Filing

Operations Trend

Revenue Growth24th 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 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

2020

Revenue$41,173
Expenses$72,014
Net Income-$30,841
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Nov 23, 2020
Return Version
2019v5.1
Gross Receipts
$61,392
Mission and Program Overview

Mission

Teacher and Student Support

Program Services

DescriptionGrantsExpenses
Parent teacher organization which serves studentand teachers. Fundraising is performed and surplusfunds are used to fund school activities$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen LawlerPresidentPT$0--
Cade LovelacePresident Elect-$0--
Chris LawlerTreasurerPT$0--
Sarah BahariV.P. CommunicationPT$0--
Melanie MacFarlaneV.P. Academic ProgramsPT$0--
Courntey BeamesV.P. FundraisingPT$0--
Renee NewV.P. MembershipPT$0--
Mikki ClinninSecretaryPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Dan Miles
Title
Treasurer
Phone
8178146300
Signed
2020-11-23
Discuss with paid preparer
Yes

Preparer

Firm
Kenneth Landrum
Address
10050 Marblehead Ct, Fort Worth, TX 76108
Preparer
Kenneth Landrum
Phone
8177073984
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“sales tax collected 1665.”

Form 990EZ, Part I, Line 16

“Bank fees 263.”

Form 990EZ, Part I, Line 16

“Insurance 450.”

Form 990EZ, Part I, Line 16

“Office 260.”

Form 990EZ, Part I, Line 16

“Misc. 40.”

Form 990EZ, Part I, Line 16

“Training 80.”

Form 990EZ, Part I, Line 16

“Sister Cities 58.”

Form 990EZ, Part I, Line 16

“sales tax 3929.”

Form 990EZ, Part I, Line 16

“balance 101.”

Raw XML Appendix178 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/BenefitsPaidToOrForMembersAmt065744
IRS990EZ/BooksInCareOfDetail/PersonNm0Chris Lawler
IRS990EZ/BooksInCareOfDetail/PhoneNum08172669630
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0801 W Jessamine Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Worth
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0101776
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070935
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
IRS990EZ/ContributionsGiftsGrantsEtcAmt0388
IRS990EZ/CostOfGoodsSoldAmt012814
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-30841
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0101776
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070935
IRS990EZ/FundraisingGrossIncomeAmt011475
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0777
IRS990EZ/GrossReceiptsAmt061392
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt013591
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03072
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101776
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070935
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0101776
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070935
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kristen Lawler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cade Lovelace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chris Lawler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Bahari
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Melanie MacFarlane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Courntey Beames
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Renee New
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Mikki Clinnin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3V.P. Communication
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4V.P. Academic Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5V.P. Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6V.P. Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05181
IRS990EZ/OtherRevenueTotalAmt01665
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Teacher and Student Support
IRS990EZ/PrintingPublicationsPostageAmt0864
IRS990EZ/ProgramServiceRevenueAmt031201
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Parent teacher organization which serves studentand teachers. Fundraising is performed and surplusfunds are used to fund school activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07405
IRS990EZ/SpecialEventsNetIncomeLossAmt04070
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072014
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt041173
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.dmspta.org
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0sales tax collected 1665.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank fees 263.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office 260.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Misc. 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Training 80.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Sister Cities 58.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7sales tax 3929.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8balance 101.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan Miles
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08178146300
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EM Daggett Montessori PTA
ReturnHeader/Filer/BusinessNameControlTxt0EMDA
ReturnHeader/Filer/EIN0752938645
ReturnHeader/Filer/PhoneNum08178146300
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 W Jessamine Street
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/IPv4AddressTxt096.40.36.154
ReturnHeader/FilingSecurityInformation/IPDt02020-12-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:56:49
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kenneth Landrum
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010050 Marblehead Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Worth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076108
ReturnHeader/PreparerPersonGrp/PhoneNum08177073984
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth Landrum
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-12-09T15:57:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,935
Liabilities
-
Net assets
$70,935
Revenue
$41,173
Expenses
$72,014
Net income
-$30,841
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
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.41$0.72$0.31
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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