Civic Intelligence

Claybon Elementary PTO

990EZ • Fiscal year 2018 • EIN 75-2945363

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 25, 2018

Organization ProfileN/A
1011 Fm 741Forney, TX 75126

(817) 913-8695

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

92nd percentile

52%

Higher net margin than 92% 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

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$23,904

Up $3,859 (+19%) from 2017

Net Assets

Up

$23,904

Up $3,859 (+19%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Down

$35,478

Down $16,412 (-32%) from 2017

Expenses

Down

$16,999

Down $2,492 (-13%) from 2017

Net Income

Down

$18,479

Down $13,920 (-43%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2018

Assets$23,904
Liabilities-
Net Assets$23,904
Open 2018 Filing

Operations Trend

Revenue Growth16th 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

2018

Revenue$35,478
Expenses$16,999
Net Income$18,479
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 25, 2018
Return Version
2017v2.2
Gross Receipts
$86,861
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 elemtary school.

Program Services

DescriptionGrantsExpenses
See schedule O$16,999-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan BrooksPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$44,773$44,773$30,381$14,392
Big Kahuna$33,233$33,233$21,002$12,231
Total Events$86,861$86,861$51,383$35,478
Filing and Contact Details

Filer

Filer Name
Claybon Elementary PTO
EIN
75-2945363
Address
1011 FM 741, FORNEY, TX 75126

Signing Officer

Name
Susan Brooks
Title
President
Phone
2149148325
Signed
2018-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Nance Financial Services LLC
Address
201 Meg Ln, Forney, TX 75126
Preparer
Stephanie Nance
Phone
4698632727
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Misc $13973”

Other Expenses.2

“Non-Investment Depreciation $1676”

Other Expenses.3

“CPA $865”

Other Expenses.4

“State Comptroller $485”

Other Assets.1

“Assets - Beginning $9267 Assets - Ending $9267”

Other Assets.2

“Less Accumulated Depreciation - Beginning $-5830 Less Accumulated Depreciation - Ending $-7506”

Other Assets.3

“Deficit - Beginning $14620 Deficit - Ending $0”

Form 990-EZ, Part III, Line 28

“All other Accomplishment scholarship provided by PTO”

Raw XML Appendix158 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Marae Rosas
IRS990EZ/BooksInCareOfDetail/PhoneNum08179138695
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0514 Olive Trl
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Forney
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075126
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01988
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022143
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018479
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt020045
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023904
IRS990EZ/FundraisingGrossIncomeAmt086861
IRS990EZ/GrossReceiptsAmt086861
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020045
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023904
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020045
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023904
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Susan Brooks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt018057
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01761
IRS990EZ/OtherChangesInNetAssetsAmt0-14620
IRS990EZ/OtherExpensesTotalAmt016999
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 elemtary school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0See schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016999
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt051383
IRS990EZ/SpecialEventsNetIncomeLossAmt035478
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016999
IRS990EZ/TotalProgramServiceExpensesAmt016999
IRS990EZ/TotalRevenueAmt035478
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01853
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01853
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt086861
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt095257
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0182118
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0183971
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086861
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095257
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01853
IRS990ScheduleA/Total509Grp/TotalAmt0183971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086861
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt095257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01853
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0183971
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt051383
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Big Kahuna
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044773
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt033233
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08855
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086861
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044773
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt033233
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08855
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt086861
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035478
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt051383
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt030381
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt021002
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Misc $13973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Non-Investment Depreciation $1676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CPA $865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3State Comptroller $485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Assets - Beginning $9267 Assets - Ending $9267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Less Accumulated Depreciation - Beginning $-5830 Less Accumulated Depreciation - Ending $-7506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Deficit - Beginning $14620 Deficit - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7All other Accomplishment scholarship provided by PTO
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part III, Line 28
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Brooks
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02149148325
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Claybon Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0CLAY
ReturnHeader/Filer/EIN0752945363
ReturnHeader/Filer/USAddress/AddressLine1Txt01011 FM 741
ReturnHeader/Filer/USAddress/CityNm0FORNEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075126
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821214173
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nance Financial Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 Meg Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Forney
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075126
ReturnHeader/PreparerPersonGrp/PhoneNum04698632727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie Nance
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-25T15:05:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
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
$23,904
Liabilities
-
Net assets
$23,904
Revenue
$35,478
Expenses
$16,999
Net income
$18,479
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