Civic Intelligence

Durham Intermediate School Parent- Teacher Organization

990EZ • Fiscal year 2024 • EIN 75-2945485

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 22, 2024

801 Shady Oaks DrSouthlake, TX 76092

(817) 949-5300

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

17th percentile

-23%

Higher net margin than 17% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

18th percentile

-30%

Faster asset growth than 18% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

21%

Faster revenue growth than 70% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$68,257

Down $28,804 (-30%) from 2023

Net Assets

Down

$68,186

Down $28,875 (-30%) from 2023

Liabilities

$71

No earlier filing loaded for comparison.

Revenue

Up

$123,441

Up $21,745 (+21%) from 2023

Expenses

Up

$152,316

Up $61,728 (+68%) from 2023

Net Income

Down

-$28,875

Down $39,983 (-360%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2011: $31,549Net Assets 2011: $31,5492011Assets 2012: $42,676Net Assets 2012: $42,6762012Assets 2013: $51,926Net Assets 2013: $51,9262013Assets 2014: $72,018Liabilities 2014: $0Net Assets 2014: $72,0182014Assets 2015: $64,953Liabilities 2015: $0Net Assets 2015: $64,9532015Assets 2016: $71,641Liabilities 2016: $0Net Assets 2016: $71,6412016Assets 2017: $56,169Liabilities 2017: $0Net Assets 2017: $56,1692017Assets 2018: $66,953Liabilities 2018: $0Net Assets 2018: $66,9532018Assets 2019: $80,012Liabilities 2019: $0Net Assets 2019: $80,0122019Assets 2020: $111,494Liabilities 2020: $0Net Assets 2020: $111,4942020Assets 2021: $80,840Net Assets 2021: $80,8402021Assets 2022: $85,953Net Assets 2022: $85,9532022Assets 2023: $97,061Net Assets 2023: $97,0612023Assets 2024: $68,257Liabilities 2024: $71Net Assets 2024: $68,1862024Assets 2025: $79,959Net Assets 2025: -$8,9772025

Highlighted filing

2024

Assets$68,257
Liabilities$71
Net Assets$68,186

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $37,921Expenses 2011: $40,407Net Income 2011: -$2,4862011Revenue 2012: $48,482Expenses 2012: $37,355Net Income 2012: $11,1272012Revenue 2013: $54,327Expenses 2013: $45,077Net Income 2013: $9,2502013Revenue 2014: $80,964Expenses 2014: $60,872Net Income 2014: $20,0922014Revenue 2015: $73,323Expenses 2015: $80,388Net Income 2015: -$7,0652015Revenue 2016: $83,805Expenses 2016: $76,789Net Income 2016: $7,0162016Revenue 2017: $79,079Expenses 2017: $94,551Net Income 2017: -$15,4722017Revenue 2018: $71,934Expenses 2018: $61,150Net Income 2018: $10,7842018Revenue 2019: $76,511Expenses 2019: $63,452Net Income 2019: $13,0592019Revenue 2020: $88,966Expenses 2020: $57,484Net Income 2020: $31,4822020Revenue 2021: $44,657Expenses 2021: $75,311Net Income 2021: -$30,6542021Revenue 2022: $91,508Expenses 2022: $86,395Net Income 2022: $5,1132022Revenue 2023: $101,696Expenses 2023: $90,588Net Income 2023: $11,1082023Revenue 2024: $123,441Expenses 2024: $152,316Net Income 2024: -$28,8752024Revenue 2025: $104,591Expenses 2025: $181,754Net Income 2025: -$77,1632025

Highlighted filing

2024

Revenue$123,441
Expenses$152,316
Net Income-$28,875
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 22, 2024
Return Version
2023v5.0
Gross Receipts
$165,779
Mission and Program Overview

Mission

Support Durham Intermediate School

Program Services

DescriptionGrantsExpenses
CAMPUS IMPROVEMENTS AND LANDSCAPING-$53,625
APPROVED DISBURSEMENT ITEMS FOR EDUCATIONAL MATERIALS-$41,117
TEACHER APPRECIATION AND SUPPORT-$40,682
STUDENT PROGRAMS-$13,781
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE ELLIOTTTreasurerPT$0--
AMANDA ORRVP FundraisiPT$0--
BRIA REIHLSecretaryPT$0--
KRISTEN NELSONPresidentPT$0--
KATHERINE FISHERVP CommunicaPT$0--
LINDSAY TERRYVP DisbursemPT$0--
ALLI WILSONVP CommunicaPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$49,089$49,089$5,226$43,863
Fun Night$34,819$34,819$12,076$22,743
Total Events$83,908$83,908$17,302$66,606
Filing and Contact Details

Filer

Filer Name
Durham Intermediate School Pto
EIN
75-2945485
Address
801 SHADY OAKS DR, SOUTHLAKE, TX 76092

Signing Officer

Name
Julie Elliott
Title
Treasurer
Phone
8179495300
Signed
2024-07-22

Preparer

Firm
Smallwood and Associates Pllc
Address
5320 PLEASANT RUN RD, COLLEYVILLE, TX 76034-3018
Preparer
Cal Smallwood CPA
Phone
8174271040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office supplies 772 insurance 655 volunteer expenses 233 communication expense 570 program expense-materials 41,117 program expense-student 13,781 program expense-teacher 40,682 program expense-b&g 53,625 total 151,435

Form 990-ez, Part II, Line 26

SALES TAX PAYABLE 0 71

Form 990-ez, Part III, Line 31

STUDENT PROGRAMS

Raw XML Appendix190 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/BooksInCareOfDetail/USAddress/CityNm0SOUTHLAKE
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076092
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE ELLIOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA ORR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIA REIHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTEN NELSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP DISBURSEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP COMMUNICA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0151435
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT DURHAM INTERMEDIATE SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt066
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3STUDENT PROGRAMS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt313781
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TotalExpensesAmt0152316
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt090191
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0475399
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01038
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUN NIGHT
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt034819
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049089
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt034819
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 772 INSURANCE 655 VOLUNTEER EXPENSES 233 COMMUNICATION EXPENSE 570 PROGRAM EXPENSE-MATERIALS 41,117 PROGRAM EXPENSE-STUDENT 13,781 PROGRAM EXPENSE-TEACHER 40,682 PROGRAM EXPENSE-B&G 53,625 TOTAL 151,435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SALES TAX PAYABLE 0 71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE ELLIOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08179495300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DURHAM INTERMEDIATE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0DURH
ReturnHeader/Filer/EIN0752945485
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 SHADY OAKS DR
ReturnHeader/Filer/USAddress/CityNm0SOUTHLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076092
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473844942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMALLWOOD AND ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05320 PLEASANT RUN RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLLEYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760343018
ReturnHeader/PreparerPersonGrp/PhoneNum08174271040
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAL SMALLWOOD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-12T17:51:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.80$0.09$1.05$1.82$0.77
2024Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$1.23$1.52$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.97$1.02$0.91$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.92$0.86$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.45$0.75$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.89$0.57$0.31
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.77$0.63$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.72$0.61$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.79$0.95$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.84$0.77$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.73$0.80$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.81$0.61$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.52$0.54$0.45$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.43$0.48$0.37$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.32$0.38$0.40$0.02