Civic Intelligence

Old Union Elementary School PTO

990 • Fiscal year 2023 • EIN 75-2949157

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

Organization ProfileN/A
1050 S Carroll AveSouthlake, TX 76092

(817) 949-4600

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

85th percentile

48%

Faster asset growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

44%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$170,193

Up $55,227 (+48%) from 2022

Net Assets

Up

$170,193

Up $55,227 (+48%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin70th percentile

Revenue

Up

$324,718

Up $99,993 (+44%) from 2022

Expenses

Up

$269,491

Up $25,480 (+10%) from 2022

Net Income

Up

$55,227

Up $74,513 (+386%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$200K$150K$100K$50K$0Assets 2011: $62,544Liabilities 2011: $02011Assets 2012: $45,294Liabilities 2012: $02012Assets 2013: $53,611Liabilities 2013: $02013Assets 2014: $63,784Liabilities 2014: $02014Assets 2015: $73,505Liabilities 2015: $02015Assets 2016: $77,002Liabilities 2016: $0Net Assets 2016: $77,0022016Assets 2017: $124,097Liabilities 2017: $02017Assets 2018: $133,333Liabilities 2018: $02018Assets 2019: $152,996Liabilities 2019: $0Net Assets 2019: $152,9962019Assets 2020: $134,725Liabilities 2020: $02020Assets 2021: $134,252Net Assets 2021: $134,2522021Assets 2022: $114,966Liabilities 2022: $0Net Assets 2022: $114,9662022Assets 2023: $170,193Liabilities 2023: $0Net Assets 2023: $170,1932023Assets 2024: $79,248Liabilities 2024: $0Net Assets 2024: $79,2482024Assets 2025: $120,034Liabilities 2025: $0Net Assets 2025: $120,0342025

Highlighted filing

2023

Assets$170,193
Liabilities$0
Net Assets$170,193
Open 2023 Filing

Operations Trend

Revenue Growth79th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $70,197Expenses 2011: $66,075Net Income 2011: $4,1222011Revenue 2012: $65,455Expenses 2012: $82,705Net Income 2012: -$17,2502012Revenue 2013: $80,937Expenses 2013: $72,620Net Income 2013: $8,3172013Revenue 2014: $74,633Expenses 2014: $64,460Net Income 2014: $10,1732014Revenue 2015: $108,609Expenses 2015: $98,888Net Income 2015: $9,7212015Revenue 2016: $140,498Expenses 2016: $137,001Net Income 2016: $3,4972016Revenue 2017: $136,307Expenses 2017: $89,212Net Income 2017: $47,0952017Revenue 2018: $146,989Expenses 2018: $136,726Net Income 2018: $10,2632018Revenue 2019: $147,649Expenses 2019: $127,986Net Income 2019: $19,6632019Revenue 2020: $95,404Expenses 2020: $113,675Net Income 2020: -$18,2712020Revenue 2021: $146,857Expenses 2021: $147,330Net Income 2021: -$4732021Revenue 2022: $224,725Expenses 2022: $244,011Net Income 2022: -$19,2862022Revenue 2023: $324,718Expenses 2023: $269,491Net Income 2023: $55,2272023Revenue 2024: $361,965Expenses 2024: $452,910Net Income 2024: -$90,9452024Revenue 2025: $349,768Expenses 2025: $308,982Net Income 2025: $40,7862025

Highlighted filing

2023

Revenue$324,718
Expenses$269,491
Net Income$55,227
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$340,065
Mission and Program Overview

Mission

Parent teacher organization was formed to support the school, staff and students

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$114,966$170,193▲ $55,227
Total Assets$114,966$170,193▲ $55,227
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$114,966$170,193▲ $55,227
Total Net Assets Fund Balance$114,966$170,193▲ $55,227
Total Liabilities and Net Assets / Fund Balance$114,966$170,193▲ $55,227
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Melissa KarsonPresident
Lindsay McgowanPast Treasur
Anna ScheidtSecretary
Emily BayneTreasurer
Lauren NelsonVP Communica
Nikita KennedyVP Disbursem
Christine RomanoVP Events
Noreen KaneVP Fall Fund
Lauren BurtoVP Programs
Marie MalobertiVP Sprng Fun
Alex SpitzVP Technolog
Angela PerryVP Volunteer
Revenue and Support

Revenue Composition

Contributions and Grants
$181,876
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$142,842
All Other Contributions
$170,701
Change in Net Assets
$55,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$269,491
Total Fundraising Expense$56,670
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$20,614$13,347$4,841$38,802
Other Expenses$13,280$16,672$51,829$13,280
Fees for Services Accounting-$675-$675
Insurance-$550-$550
Total Functional Expenses$181,577$31,244$56,670$269,491
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$114,198
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$64,438$64,438-$64,438
Online Auction$38,460$38,460-$38,460
Total Events$114,198$114,198-$114,198
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Old Union Elementary School Pto
EIN
75-2949157
Phone
8179494600
Address
1050 S CARROLL AVE, SOUTHLAKE, TX 76092

Signing Officer

Name
Emily Bayne
Title
Treasurer
Signed
2023-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emily Bayne
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
49

Preparer

Firm
Pineider Ford & Associates Pllc
Address
2241 E CONTINENTAL BLVD STE 140, SOUTHLAKE, TX 76092-9782
Preparer
Paul J Pineider
Phone
8174103700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Processing fees 0 9,093 0 staff appreciation week 4,819 0 0 teacher luncheons 4,744 0 0 improvements 4,334 0 0 teacher appreciation 3,747 0 0 fun night parties 0 0 3,457 pto operations 0 3,207 0 landscaping 2,400 0 0 online auction 0 0 1,209 sales tax 0 746 0 directory expenses 375 0 0 miscellaneous 0 301 0 care expenses 195 0 0 spring fundraiser 0 0 175 total 20,614 13,347 4,841”

Raw XML Appendix344 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt8VP VOLUNTEER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP TECHNOLOG
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROCESSING FEES 0 9,093 0 STAFF APPRECIATION WEEK 4,819 0 0 TEACHER LUNCHEONS 4,744 0 0 IMPROVEMENTS 4,334 0 0 TEACHER APPRECIATION 3,747 0 0 FUN NIGHT PARTIES 0 0 3,457 PTO OPERATIONS 0 3,207 0 LANDSCAPING 2,400 0 0 ONLINE AUCTION 0 0 1,209 SALES TAX 0 746 0 DIRECTORY EXPENSES 375 0 0 MISCELLANEOUS 0 301 0 CARE EXPENSES 195 0 0 SPRING FUNDRAISER 0 0 175 TOTAL 20,614 13,347 4,841
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0114966
IRS990/TotalAssetsEOYAmt0170193
IRS990/TotalAssetsGrp/BOYAmt0114966
IRS990/TotalAssetsGrp/EOYAmt0170193
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0181876
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt056670
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031244
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0181577
IRS990/TotalFunctionalExpensesGrp/TotalAmt0269491
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0114966
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0170193
IRS990/TotalProgramServiceExpensesAmt0181577
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028644
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0324718
IRS990/TotalVolunteersCnt049
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0114966
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0170193
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01050 S CARROLL AVE
IRS990/USAddress/CityNm0SOUTHLAKE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076092
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY BAYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLD UNION ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0OLDU
ReturnHeader/Filer/EIN0752949157
ReturnHeader/Filer/PhoneNum08179494600
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 S CARROLL AVE
ReturnHeader/Filer/USAddress/CityNm0SOUTHLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076092
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263376450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINEIDER FORD & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02241 E CONTINENTAL BLVD STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHLAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760929782
ReturnHeader/PreparerPersonGrp/PhoneNum08174103700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J PINEIDER
ReturnHeader/ReturnTs02023-11-14T11:35:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EMILY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAYNE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,193
Liabilities
$0
Net assets
$170,193
Revenue
$324,718
Expenses
$269,491
Net income
$55,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$3.50$3.09$0.41
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$3.62$4.53$0.91
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$3.25$2.69$0.55
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$2.25$2.44$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.34$1.34$1.47$1.47$0.00
2020Summary only. Only limited summary data is available for this year.$1.35$0.00$0.95$1.14$0.18
2019Summary only. Only limited summary data is available for this year.$1.53$0.00$1.53$1.48$1.28$0.20
2018Summary only. Only limited summary data is available for this year.$1.33$0.00$1.47$1.37$0.10
2017Summary only. Only limited summary data is available for this year.$1.24$0.00$1.36$0.89$0.47
2016Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$1.40$1.37$0.03
2015Summary only. Only limited summary data is available for this year.$0.74$0.00$1.09$0.99$0.10
2014Summary only. Only limited summary data is available for this year.$0.64$0.00$0.75$0.64$0.10
2013Summary only. Only limited summary data is available for this year.$0.54$0.00$0.81$0.73$0.08
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.65$0.83$0.17
2011Summary only. Only limited summary data is available for this year.$0.63$0.00$0.70$0.66$0.04