Civic Intelligence

Claybon Elementary PTO

990EZ • Fiscal year 2017 • EIN 75-2945363

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 22, 2018

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

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

95th percentile

62%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

93rd percentile

123%

Faster asset growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$20,045

Up $11,071 (+123%) from 2016

Net Assets

Up

$20,045

Up $32,399 (+262%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Up

$51,890

Up $11,581 (+29%) from 2016

Expenses

Down

$19,491

Down $21,277 (-52%) from 2016

Net Income

Up

$32,399

Up $32,858 (+7159%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2017

Assets$20,045
Liabilities-
Net Assets$20,045
Open 2017 Filing

Operations Trend

Revenue Growth78th 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

2017

Revenue$51,890
Expenses$19,491
Net Income$32,399
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 22, 2018
Return Version
2016v3.1
Gross Receipts
$95,257
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-$19,491
.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Sale$52,962$52,962$12,279$40,683
Boosterthon$37,401$37,401$21,192$16,209
Total Events$90,363$90,363$33,471$56,892
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
2018-02-22

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 16,581 cpa 685 state comptroller 549 non-investment depreciation 1,676 total 19,491”

Form 990-ez, Part II, Line 24

“9,267 9,267 less accumulated depreciation 4,154 5,830 deficit 0 14,620 total 5,113 18,057”

Form 990-ez, Part II, Line 26

“Unrestricted net assets 21,328 0”

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 Appendix137 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/BOYAmt03861
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01988
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt032399
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08974
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020045
IRS990EZ/FundraisingGrossIncomeAmt095257
IRS990EZ/GrossReceiptsAmt095257
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-12354
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020045
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-12354
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020045
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/BOYAmt05113
IRS990EZ/OtherAssetsTotalDetail/EOYAmt018057
IRS990EZ/OtherExpensesTotalAmt019491
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/ProgramServiceExpensesAmt019491
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043367
IRS990EZ/SpecialEventsNetIncomeLossAmt051890
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt021328
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019491
IRS990EZ/TotalProgramServiceExpensesAmt019491
IRS990EZ/TotalRevenueAmt051890
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01853
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt095257
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt095257
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt097110
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt095257
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01853
IRS990ScheduleA/Total509Grp/TotalAmt097110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt095257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01853
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt097110
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033471
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt037401
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt090363
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt037401
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt090363
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056892
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033471
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012279
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt021192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MISC. EXPENSES 16,581 CPA 685 STATE COMPTROLLER 549 NON-INVESTMENT DEPRECIATION 1,676 TOTAL 19,491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19,267 9,267 LESS ACCUMULATED DEPRECIATION 4,154 5,830 DEFICIT 0 14,620 TOTAL 5,113 18,057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNRESTRICTED NET ASSETS 21,328 0
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON GRADT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09729748957
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-22
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/FilingSecurityInformation/AtSubmissionCreationDeviceId00E7D5D93ABF3AFC5B8890B5CA725DE3FFC2CEFD6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00E7D5D93ABF3AFC5B8890B5CA725DE3FFC2CEFD6
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/PreparationDt02018-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRENT A MILLICAN CPA
ReturnHeader/ReturnTs02018-03-30T14:01:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,045
Liabilities
-
Net assets
$20,045
Revenue
$51,890
Expenses
$19,491
Net income
$32,399
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