Civic Intelligence

Settlers Way Elementary PTA

990EZ • Fiscal year 2018 • EIN 76-0285787

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 04, 2018

Organization ProfileN/A
3015 Settlers Way BlvdSugar Land, TX 77479

(832) 600-4970

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

9th percentile

-45%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

40th percentile

-2.6%

Faster asset growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

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
Liabilities / RevenueScore unavailableNet Margin9th percentile

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

Balance Sheet Trend

Asset Growth40th percentile

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

$100K$50K$0Assets 2011: $33,558Liabilities 2011: $02011Assets 2012: $39,855Liabilities 2012: $02012Assets 2013: $67,723Liabilities 2013: $02013Assets 2014: $73,737Liabilities 2014: $02014Assets 2016: $84,402Liabilities 2016: $02016Assets 2018: $80,108Net Assets 2018: $80,1082018Assets 2019: $69,719Net Assets 2019: $69,7192019Assets 2020: $84,471Net Assets 2020: $61,9722020Assets 2023: $46,952Liabilities 2023: $2,166Net Assets 2023: $44,7862023Assets 2024: $47,521Liabilities 2024: $0Net Assets 2024: $47,5212024Assets 2025: $35,166Liabilities 2025: $196Net Assets 2025: $34,9702025

Highlighted filing

2018

Assets$80,108
Liabilities-
Net Assets$80,108
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $58,334Expenses 2011: $69,189Net Income 2011: -$10,8552011Revenue 2012: $68,365Expenses 2012: $62,071Net Income 2012: $6,2942012Revenue 2013: $106,702Expenses 2013: $78,834Net Income 2013: $27,8682013Revenue 2014: $55,290Expenses 2014: $49,276Net Income 2014: $6,0142014Revenue 2016: $59,897Expenses 2016: $40,193Net Income 2016: $19,7042016Revenue 2018: $46,709Expenses 2018: $67,610Net Income 2018: -$20,9012018Revenue 2019: $42,252Expenses 2019: $52,641Net Income 2019: -$10,3892019Revenue 2020: $32,463Expenses 2020: $40,210Net Income 2020: -$7,7472020Revenue 2023: $65,410Expenses 2023: $45,219Net Income 2023: $20,1912023Revenue 2024: $62,205Expenses 2024: $59,521Net Income 2024: $2,6842024Revenue 2025: $58,062Expenses 2025: $70,413Net Income 2025: -$12,3512025

Highlighted filing

2018

Revenue$46,709
Expenses$67,610
Net Income-$20,901
Open 2018 Filing
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

Raise money for pta benifiting students

Program Services

DescriptionGrantsExpenses
None--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
VERONICA LORINEPresident-$0--
JAMIE RODRIGUEZVP-$0--
VERONICA NAJERATreasurerPT$0--
VASU SANTHANAMSecretary-$0--
KRISTIE CRANDALLParliamentarian-$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
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IRS990EZ/BooksInCareOfDetail/PersonNm0VERONICA NAJERA
IRS990EZ/BooksInCareOfDetail/PhoneNum08322790268
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03105 SETTLERS WAY BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sugar Land
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077479
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0101009
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080108
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06446
IRS990EZ/CostOfGoodsSoldAmt01445
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20901
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0101009
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080108
IRS990EZ/FundraisingGrossIncomeAmt057304
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02175
IRS990EZ/GrossReceiptsAmt070838
IRS990EZ/GrossSalesOfInventoryAmt03620
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03460
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101009
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080108
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0101009
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080108
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VERONICA LORINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMIE RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VERONICA NAJERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VASU SANTHANAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTIE CRANDALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067610
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE MONEY FOR PTA BENIFITING STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0None
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022684
IRS990EZ/SpecialEventsNetIncomeLossAmt034620
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067610
IRS990EZ/TotalRevenueAmt046709
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070851
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt070851
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt070851
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070851
IRS990ScheduleA/Total509Grp/TotalAmt070851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070859
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt070859
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicensedStatesCd0TX
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0FUNDRAISERS TOTAL COST $22684
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0LINE 6B AND C PG 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIOUS OPERATING EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PG 1 LN 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE KERR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08326004970
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SETTLERS WAY ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0SETT
ReturnHeader/Filer/EIN0760285787
ReturnHeader/Filer/PhoneNum08326004970
ReturnHeader/Filer/USAddress/AddressLine1Txt03015 SETTLERS WAY BLVD
ReturnHeader/Filer/USAddress/CityNm0SUGAR LAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077479
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId059A83CD09FC135F2EE2E126F0398CE767E083F81
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId059A83CD09FC135F2EE2E126F0398CE767E083F81
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId076717620180931071619
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-04-03
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.31.233.159
ReturnHeader/FilingSecurityInformation/IPDt02018-10-16
ReturnHeader/FilingSecurityInformation/IPTm014:45:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03691 STATE HWY 6 S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUGAR LAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077478
ReturnHeader/PreparerPersonGrp/PhoneNum02814941040
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas Potter
ReturnHeader/ReturnTs02018-10-08T16:47:46Z
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
$80,108
Liabilities
-
Net assets
$80,108
Revenue
$46,709
Expenses
$67,610
Net income
-$20,901
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.58$0.70$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.62$0.60$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.47$0.02$0.45$0.65$0.45$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.62$0.32$0.40$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.42$0.53$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.47$0.68$0.21
2016Summary only. Only limited summary data is available for this year.$0.84$0.00$0.60$0.40$0.20
2014Summary only. Only limited summary data is available for this year.$0.74$0.00$0.55$0.49$0.06
2013Summary only. Only limited summary data is available for this year.$0.68$0.00$1.07$0.79$0.28
2012Summary only. Only limited summary data is available for this year.$0.40$0.00$0.68$0.62$0.06
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$0.58$0.69$0.11