Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
9th percentile
Higher net margin than 9% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
40th percentile
Faster asset growth than 40% of similar nonprofits.
Revenue Growth
32nd percentile
Faster revenue growth than 32% of similar nonprofits.
Balance Sheet
Assets
Down$80,108
Down $4,294 (-5.1%) from 2016
Net Assets
$80,108
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$46,709
Down $13,188 (-22%) from 2016
Expenses
Up$67,610
Up $27,417 (+68%) from 2016
Net Income
Down-$20,901
Down $40,605 (-206%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- Oct 4, 2018
- Return Version
- 2017v2.3
- Gross Receipts
- $70,838
Mission and Program Overview
Mission
Funds raised and expensed were rasied as follows L1 Incl Incl Corporate Donations Parent Donations Free Money Spirit Night 5th Grade Year end Party L2Incl Donation for a Compost Program L3Incl Membership Income L6Incl Fall and Spring Fundraiser Income L7Incl Fall and Spring Fundraiser Expenses L7aIncl Spritwear Income L7bIncl Spritwear Expenses L10Incl Payment to Texas PTA L13Incl Payment for Compost Program Field Trip Exp Learning Resources L14Inc Bank Fees and Charges Liability Insurance Tax Prep Software PTA Training L15Incl PTA Supplies L16Incl Beautification PBIS Teacher Reimbursement Teachers Awards House T-Shirts 5th Grade End of Year Party School Parties 5th Grade T-Shirt Family Engagement Hospitality Presidents Coffee Reflections Student Assembly Programs VIPS Annual TX PTA Meeting - Lunch L20Sales Tax Liability
Raise money for pta benifiting students
Program Services
| Description | Grants | Expenses |
|---|---|---|
| None | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| VERONICA LORINE | President | - | $0 | - | - |
| JAMIE RODRIGUEZ | VP | - | $0 | - | - |
| VERONICA NAJERA | Treasurer | PT | $0 | - | - |
| VASU SANTHANAM | Secretary | - | $0 | - | - |
| KRISTIE CRANDALL | Parliamentarian | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Settlers Way Elementary Pta
- EIN
- 76-0285787
- Phone
- 8326004970
- Address
- 3015 SETTLERS WAY BLVD, SUGAR LAND, TX 77479
Signing Officer
- Name
- Julie Kerr
- Title
- Treasurer
- Phone
- 8326004970
- Signed
- 2018-10-04
- Discuss with paid preparer
- No
Preparer
- Firm
- Hrb Tax Group Inc
- Address
- 3691 STATE HWY 6 S, SUGAR LAND, TX 77478
- Preparer
- Thomas Potter
- Phone
- 2814941040
Supplemental Narrative
Additional Explanations
Pg 1 Ln 16
“Various operating expenses”
Raw XML Appendix146 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | VERONICA NAJERA |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8322790268 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3105 SETTLERS WAY BLVD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Sugar Land |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 77479 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 101009 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 80108 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 6446 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 1445 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -20901 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 101009 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 80108 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 57304 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 2175 |
| IRS990EZ/GrossReceiptsAmt | 0 | 70838 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 3620 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 8 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 3460 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 101009 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 80108 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 101009 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 80108 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | VERONICA LORINE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JAMIE RODRIGUEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | VERONICA NAJERA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | VASU SANTHANAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KRISTIE CRANDALL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PARLIAMENTARIAN |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 67610 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | RAISE MONEY FOR PTA BENIFITING STUDENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | None |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 22684 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 34620 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 67610 |
| IRS990EZ/TotalRevenueAmt | 0 | 46709 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 70851 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 70851 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 8 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 8 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 8 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 8 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00010 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99990 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 70851 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 70851 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 70851 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 70859 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 70859 |
| IRS990ScheduleG/CharitableDistributionRqrInd | 0 | false |
| IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd | 0 | false |
| IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd | 0 | false |
| IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd | 0 | false |
| IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd | 0 | false |
| IRS990ScheduleG/GamingWithNonmembersInd | 0 | false |
| IRS990ScheduleG/LicensedInd | 0 | false |
| IRS990ScheduleG/LicensedStatesCd | 0 | TX |
| IRS990ScheduleG/LicenseSuspendedEtcInd | 0 | false |
| IRS990ScheduleG/MemberOfOtherEntityInd | 0 | false |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt | 0 | FUNDRAISERS TOTAL COST $22684 |
| IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | LINE 6B AND C PG 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | VARIOUS OPERATING EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PG 1 LN 16 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JULIE KERR |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8326004970 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-10-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SETTLERS WAY ELEMENTARY PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SETT |
| ReturnHeader/Filer/EIN | 0 | 760285787 |
| ReturnHeader/Filer/PhoneNum | 0 | 8326004970 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3015 SETTLERS WAY BLVD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SUGAR LAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 77479 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 59A83CD09FC135F2EE2E126F0398CE767E083F81 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 59A83CD09FC135F2EE2E126F0398CE767E083F81 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 76717620180931071619 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2018-04-03 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 76.31.233.159 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-10-16 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 14:45:04 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 431871840 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HRB TAX GROUP INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3691 STATE HWY 6 S |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SUGAR LAND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 77478 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2814941040 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-10-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Thomas Potter |
| ReturnHeader/ReturnTs | 0 | 2018-10-08T16:47:46Z |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
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.
- Assets
- $80,108
- Liabilities
- -
- Net assets
- $80,108
- Revenue
- $46,709
- Expenses
- $67,610
- Net income
- -$20,901