Civic Intelligence

Claybon Elementary PTO

990EZ • Fiscal year 2016 • EIN 75-2945363

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

Organization ProfileN/A
309 Chinaberry TrailForney, TX 75126

(318) 221-3615

Siviq Scores

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

Liabilities / Assets

97th percentile

2.38x

Higher debt load relative to assets than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

0.53x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

38th percentile

-1.1%

Higher net margin than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

16th percentile

-28%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

257%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$8,974

Down $3,562 (-28%) from 2015

Net Assets

Down

-$12,354

Down $459 (-3.9%) from 2015

Liabilities

Down

$21,328

Down $3,103 (-13%) from 2015

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin38th percentile

Revenue

Up

$40,309

Up $29,015 (+257%) from 2015

Expenses

Up

$40,768

Up $17,386 (+74%) from 2015

Net Income

Up

-$459

Up $11,629 (+96%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$40K$20K$0-$20KAssets 2014: $36,216Liabilities 2014: $36,023Net Assets 2014: $1932014Assets 2015: $12,536Liabilities 2015: $24,431Net Assets 2015: -$11,8952015Assets 2016: $8,974Liabilities 2016: $21,328Net Assets 2016: -$12,3542016Assets 2017: $20,045Net Assets 2017: $20,0452017Assets 2018: $23,904Net Assets 2018: $23,9042018Assets 2019: $4,422Net Assets 2019: $4,4222019Assets 2020: $31,412Liabilities 2020: $0Net Assets 2020: $31,4122020Assets 2021: $16,572Liabilities 2021: $0Net Assets 2021: $16,5722021Assets 2022: $25,844Liabilities 2022: $0Net Assets 2022: $25,8442022

Highlighted filing

2016

Assets$8,974
Liabilities$21,328
Net Assets-$12,354
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $14,805Expenses 2014: $14,612Net Income 2014: $1932014Revenue 2015: $11,294Expenses 2015: $23,382Net Income 2015: -$12,0882015Revenue 2016: $40,309Expenses 2016: $40,768Net Income 2016: -$4592016Revenue 2017: $51,890Expenses 2017: $19,491Net Income 2017: $32,3992017Revenue 2018: $35,478Expenses 2018: $16,999Net Income 2018: $18,4792018Revenue 2019: -$1,293Expenses 2019: $18,189Net Income 2019: -$19,4822019Revenue 2020: $45,190Expenses 2020: $18,200Net Income 2020: $26,9902020Revenue 2021: $42,835Expenses 2021: $57,675Net Income 2021: -$14,8402021Revenue 2022: $44,901Expenses 2022: $35,629Net Income 2022: $9,2722022

Highlighted filing

2016

Revenue$40,309
Expenses$40,768
Net Income-$459
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$95,313
Mission and Program Overview

Mission

The purpose of the pto is to raise funds through fundraisers, donations, and volunteer work to better the education, opportunities, and school improvements for the elementary school.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP PROVIDED BY PTO$500$40,768
.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON GRADTPresidentPT$0--
GUADALUPE GUTIERREZSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$39,346$39,346$20,929$18,417
Cookie Sale$38,633$38,633$19,152$19,481
Total Events$83,678$83,678$43,059$40,619
Filing and Contact Details

Filer

Filer Name
Claybon Elementary Pto
EIN
75-2945363
Address
309 CHINABERRY TRAIL, FORNEY, TX 75126

Signing Officer

Name
Jason Gradt
Title
President
Phone
9729748957
Signed
2017-02-15

Preparer

Firm
Rbm Llp
Address
624 TRAVIS ST STE 800, SHREVEPORT, LA 71101-3019
Preparer
Trent a Millican CPA
Phone
3182213615
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses misc. Expenses 37,542 cpa 675 state comptroller 377 non-investment depreciation 1,674 total 40,268”

Form 990-ez, Part II, Line 24

“9,267 9,267 less accumulated depreciation 2,480 4,154 total 6,787 5,113”

Form 990-ez, Part II, Line 26

“Unrestricted net assets 24,431 21,328”

Form 990-ez, Part III

“The purpose of the pto is to raise funds through fundraisers, donations, and volunteer work to better the education, opportunities, and school improvements for the elementary school.”

Form 990-ez, Part III, Line 31

“Scholarship provided by pto”

Raw XML Appendix136 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/BooksInCareOfDetail/PersonNm0SCOTTY AMOS
IRS990EZ/BooksInCareOfDetail/PhoneNum03182213615
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0624 TRAVIS ST SUITE 800
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHREVEPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd071101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05749
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03861
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-459
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012536
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08974
IRS990EZ/FundraisingGrossIncomeAmt095313
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossReceiptsAmt095313
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-11895
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-12354
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-11895
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-12354
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON GRADT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GUADALUPE GUTIERREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06787
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05113
IRS990EZ/OtherExpensesTotalAmt040268
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE PTO IS TO RAISE FUNDS THROUGH FUNDRAISERS, DONATIONS, AND VOLUNTEER WORK TO BETTER THE EDUCATION, OPPORTUNITIES, AND SCHOOL IMPROVEMENTS FOR THE ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIP PROVIDED BY PTO
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040768
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt055004
IRS990EZ/SpecialEventsNetIncomeLossAmt040309
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt024431
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt021328
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040768
IRS990EZ/TotalProgramServiceExpensesAmt040768
IRS990EZ/TotalRevenueAmt040309
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01853
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01853
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt095313
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01853
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01853
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01853
IRS990ScheduleA/TotalSupportAmt01853
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043059
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COOKIE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039346
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt038633
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05699
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083678
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039346
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt038633
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05699
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083678
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040619
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02978
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043059
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020929
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019152
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MISC. EXPENSES 37,542 CPA 675 STATE COMPTROLLER 377 NON-INVESTMENT DEPRECIATION 1,674 TOTAL 40,268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19,267 9,267 LESS ACCUMULATED DEPRECIATION 2,480 4,154 TOTAL 6,787 5,113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNRESTRICTED NET ASSETS 24,431 21,328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PURPOSE OF THE PTO IS TO RAISE FUNDS THROUGH FUNDRAISERS, DONATIONS, AND VOLUNTEER WORK TO BETTER THE EDUCATION, OPPORTUNITIES, AND SCHOOL IMPROVEMENTS FOR THE ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIP PROVIDED BY PTO
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON GRADT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09729748957
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAYBON ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0CLAY
ReturnHeader/Filer/EIN0752945363
ReturnHeader/Filer/USAddress/AddressLine1Txt0309 CHINABERRY TRAIL
ReturnHeader/Filer/USAddress/CityNm0FORNEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075126
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201260436
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RBM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0624 TRAVIS ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHREVEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0711013019
ReturnHeader/PreparerPersonGrp/PhoneNum03182213615
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRENT A MILLICAN CPA
ReturnHeader/ReturnTs02017-03-03T07:24:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,974
Liabilities
$21,328
Net assets
-$12,354
Revenue
$40,309
Expenses
$40,768
Net income
-$459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$44.9$35.6$9.27
2021Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$42.8$57.7$14.8
2020Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$45.2$18.2$27.0
2019Detailed filing. Detailed filing data is available for this year.$4.42$4.42$1.29$18.2$19.5
2018Detailed filing. Detailed filing data is available for this year.$23.9$23.9$35.5$17.0$18.5
2017Detailed filing. Detailed filing data is available for this year.$20.0$20.0$51.9$19.5$32.4
2016Detailed filing. Detailed filing data is available for this year.$8.97$21.3$12.4$40.3$40.8$0.46
2015Detailed filing. Detailed filing data is available for this year.$12.5$24.4$11.9$11.3$23.4$12.1
2014Detailed filing. Detailed filing data is available for this year.$36.2$36.0$0.19$14.8$14.6$0.19