Civic Intelligence

B F Adam Elementary Parent-Teacher Organization P T O Inc.

990EZ • Fiscal year 2017 • EIN 76-0394577

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 21, 2018

Organization ProfileN/A
11303 Honey Groce LaneHouston, TX 77065

(832) 577-7710

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

61st percentile

9.0%

Higher net margin than 61% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% 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

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$6,186

Up $6,186 from 2016

Net Assets

Up

$6,186

Up $6,186 from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Down

$68,598

Down $7,827 (-10%) from 2016

Expenses

Down

$62,412

Down $14,013 (-18%) from 2016

Net Income

Up

$6,186

Up $6,186 from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2012: $7,743Liabilities 2012: $2,0002012Assets 2013: $6,136Liabilities 2013: $02013Assets 2014: $6,639Liabilities 2014: $02014Assets 2015: $0Net Assets 2015: $02015Assets 2016: $0Net Assets 2016: $02016Assets 2017: $6,186Net Assets 2017: $6,1862017Assets 2020: $33,688Liabilities 2020: $0Net Assets 2020: $33,6882020Assets 2021: $31,744Liabilities 2021: $0Net Assets 2021: $31,7442021Assets 2023: $23,627Net Assets 2023: $23,6272023Assets 2024: $33,620Net Assets 2024: $33,6202024

Highlighted filing

2017

Assets$6,186
Liabilities-
Net Assets$6,186
Open 2017 Filing

Operations Trend

Revenue Growth33rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $37,413Expenses 2012: $40,593Net Income 2012: -$3,1802012Revenue 2013: $58,833Expenses 2013: $58,441Net Income 2013: $3922013Revenue 2014: $57,958Expenses 2014: $57,455Net Income 2014: $5032014Revenue 2015: $71,305Expenses 2015: $71,305Net Income 2015: $02015Revenue 2016: $76,425Expenses 2016: $76,425Net Income 2016: $02016Revenue 2017: $68,598Expenses 2017: $62,412Net Income 2017: $6,1862017Revenue 2020: $37,352Expenses 2020: $35,253Net Income 2020: $2,0992020Revenue 2021: $12,082Expenses 2021: $14,026Net Income 2021: -$1,9442021Revenue 2023: $65,538Expenses 2023: $64,774Net Income 2023: $7642023Revenue 2024: $63,065Expenses 2024: $53,072Net Income 2024: $9,9932024

Highlighted filing

2017

Revenue$68,598
Expenses$62,412
Net Income$6,186
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 21, 2018
Return Version
2017v2.3
Gross Receipts
$68,598
Mission and Program Overview

Mission

Education- to support the staff and students of Adam Elementary.

FUNDRAISING

Program Services

DescriptionGrantsExpenses
FUNDRAISING--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGO BROUGHTONTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
B F Adam Elementary Pto Inc
EIN
76-0394577
Phone
8325777710
Address
11303 HONEY GROCE LANE, HOUSTON, TX 77065

Signing Officer

Name
Margo Broughton
Title
Treasurer
Signed
2018-09-21
Discuss with paid preparer
No

Preparer

Firm
The Refund Company
Address
1846 SNAKE RIVER RD STE B, KATY, TX 77449
Preparer
Dominic Henry
Phone
7136738281
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“5TH GRADE DAY GRAD 3,325”

Form 990-EZ, Part I, Line 16, Other Expenses

“ACCELERATED READER 2,400”

Form 990-EZ, Part I, Line 16, Other Expenses

“BANK FEES 158”

Form 990-EZ, Part I, Line 16, Other Expenses

“Cultural arts performance 4,652”

Form 990-EZ, Part I, Line 16, Other Expenses

“Family fun night expense 7,376”

Form 990-EZ, Part I, Line 16, Other Expenses

“FIELD TRIPS 2,953”

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundriaser 1 expense 10,788”

Form 990-EZ, Part I, Line 16, Other Expenses

“HOLIDAY PARTIES 2,052”

Form 990-EZ, Part I, Line 16, Other Expenses

“PTO EXPENSE 569”

Form 990-EZ, Part I, Line 16, Other Expenses

“PTO MISC 90”

Form 990-EZ, Part I, Line 16, Other Expenses

“SCHOOL SUPPLIES 4,968”

Form 990-EZ, Part I, Line 16, Other Expenses

“SPIRIT ITEMS 4,048”

Form 990-EZ, Part I, Line 16, Other Expenses

“TAXES 213”

Form 990-EZ, Part I, Line 16, Other Expenses

“Teacher and staff appreciation 1,615”

Form 990-EZ, Part I, Line 16, Other Expenses

“YEARBOOK 4,920”

Form 990-EZ, Part I, Line 16, Other Expenses

“Contribution to adam 12,000”

Form 990-EZ, Part I, Line 16, Other Expenses

“MEMBERSHIP EXPESE 285”

Raw XML Appendix128 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/PersonNm0MARGO BROUGHTON
IRS990EZ/BooksInCareOfDetail/PhoneNum08325777710
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0ADAM ELEMENTARY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077065
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06186
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06186
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06186
IRS990EZ/GrossReceiptsAmt068598
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06186
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06186
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARGO BROUGHTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt062412
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISING
IRS990EZ/ProgramServiceRevenueAmt068598
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt062412
IRS990EZ/TotalRevenueAmt068598
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt05TH GRADE DAY GRAD 3,325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCELERATED READER 2,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES 158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CULTURAL ARTS PERFORMANCE 4,652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FAMILY FUN NIGHT EXPENSE 7,376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FIELD TRIPS 2,953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FUNDRIASER 1 EXPENSE 10,788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HOLIDAY PARTIES 2,052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTO EXPENSE 569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PTO MISC 90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SCHOOL SUPPLIES 4,968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SPIRIT ITEMS 4,048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TAXES 213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TEACHER AND STAFF APPRECIATION 1,615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14YEARBOOK 4,920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15CONTRIBUTION TO ADAM 12,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MEMBERSHIP EXPESE 285
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGO BROUGHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0B F ADAM ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0BFAD
ReturnHeader/Filer/EIN0760394577
ReturnHeader/Filer/PhoneNum08325777710
ReturnHeader/Filer/USAddress/AddressLine1Txt011303 HONEY GROCE LANE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077065
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06F4C113855610B9EDC81407F571636F3F85346CB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06F4C113855610B9EDC81407F571636F3F85346CB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07980482018257r1j96fi
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-09-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.197.13.250
ReturnHeader/FilingSecurityInformation/IPDt02018-09-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:50:14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE REFUND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01846 SNAKE RIVER RD STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KATY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077449
ReturnHeader/PreparerPersonGrp/PhoneNum07136738281
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOMINIC HENRY
ReturnHeader/ReturnTs02018-09-21T01:31:40-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$6,186
Liabilities
-
Net assets
$6,186
Revenue
$68,598
Expenses
$62,412
Net income
$6,186
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.6$33.6$63.1$53.1$9.99
2023Detailed filing. Detailed filing data is available for this year.$23.6$23.6$65.5$64.8$0.76
2021Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.7$12.1$14.0$1.94
2020Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$37.4$35.3$2.10
2017Detailed filing. Detailed filing data is available for this year.$6.19$6.19$68.6$62.4$6.19
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$76.4$76.4$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$71.3$71.3$0.00
2014Summary only. Only limited summary data is available for this year.$6.64$0.00$58.0$57.5$0.50
2013Summary only. Only limited summary data is available for this year.$6.14$0.00$58.8$58.4$0.39
2012Summary only. Only limited summary data is available for this year.$7.74$2.00$37.4$40.6$3.18