Civic Intelligence

Bear Branch Elementary PTO Inc.

990EZ • Fiscal year 2017 • EIN 76-0413031

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

Organization ProfileN/A
8909 Fm 1488Magnolia, TX 77354

(281) 356-4771

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$29,320

Up $10,478 (+56%) from 2016

Net Assets

Up

$29,313

Up $10,560 (+56%) from 2016

Liabilities

Down

$7

Down $82 (-92%) from 2016

Revenue And Expenses

Revenue

Down

$120,941

Down $3,290 (-2.6%) from 2016

Expenses

Down

$110,381

Down $10,472 (-8.7%) from 2016

Net Income

Up

$10,560

Up $7,182 (+213%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $30,760Liabilities 2011: $02011Assets 2012: $29,352Liabilities 2012: $0Net Assets 2012: $29,3522012Assets 2013: $34,155Liabilities 2013: $242Net Assets 2013: $33,9132013Assets 2014: $14,413Liabilities 2014: $392014Assets 2015: $15,383Liabilities 2015: $8Net Assets 2015: $15,3752015Assets 2016: $18,842Liabilities 2016: $89Net Assets 2016: $18,7532016Assets 2017: $29,320Liabilities 2017: $7Net Assets 2017: $29,3132017Assets 2018: $19,913Net Assets 2018: $19,9132018Assets 2019: $15,177Net Assets 2019: $15,1772019Assets 2020: $22,712Net Assets 2020: $22,7122020Assets 2021: $27,357Net Assets 2021: $27,3572021Assets 2022: $58,752Net Assets 2022: $58,7522022Assets 2023: $74,766Net Assets 2023: $74,7662023Assets 2024: $54,681Net Assets 2024: $54,6812024Assets 2025: $32,634Net Assets 2025: $32,6342025

Highlighted filing

2017

Assets$29,320
Liabilities$7
Net Assets$29,313
Open 2017 Filing

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $51,998Expenses 2011: $45,639Net Income 2011: $6,3592011Revenue 2012: $54,358Expenses 2012: $55,766Net Income 2012: -$1,4082012Revenue 2013: $89,488Expenses 2013: $84,927Net Income 2013: $4,5612013Revenue 2014: $24,163Expenses 2014: $43,702Net Income 2014: -$19,5392014Revenue 2015: $130,495Expenses 2015: $129,494Net Income 2015: $1,0012015Revenue 2016: $124,231Expenses 2016: $120,853Net Income 2016: $3,3782016Revenue 2017: $120,941Expenses 2017: $110,381Net Income 2017: $10,5602017Revenue 2018: $55,753Expenses 2018: $65,153Net Income 2018: -$9,4002018Revenue 2019: $68,130Expenses 2019: $72,866Net Income 2019: -$4,7362019Revenue 2020: $63,482Expenses 2020: $55,947Net Income 2020: $7,5352020Revenue 2021: $25,359Expenses 2021: $20,714Net Income 2021: $4,6452021Revenue 2022: $84,882Expenses 2022: $53,487Net Income 2022: $31,3952022Revenue 2023: $68,032Expenses 2023: $52,018Net Income 2023: $16,0142023Revenue 2024: $58,916Expenses 2024: $79,001Net Income 2024: -$20,0852024Revenue 2025: $61,475Expenses 2025: $83,522Net Income 2025: -$22,0472025

Highlighted filing

2017

Revenue$120,941
Expenses$110,381
Net Income$10,560
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$120,941
Mission and Program Overview

Mission

To raise additional funds for educational benefit of the student body of Bear Branch Elementary School in the Magnolia Independent School

To raise additional funds for educational benefit of the student body of Bear Branch Elementary School in the Magnolia Independent School District

Program Services

DescriptionGrantsExpenses
Provided various classroom & playground items for teachers and students to assist learning.$47,240-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kari HeuringPresidentPT$0--
Stacey CollinsVice PresidentPT$0--
Shilo ConleySecretaryPT$0--
Jenny McCumberTreasurerPT$0--
Lisa FergusonParliamentarian-$0--
Gina FerrellFundraising CoordinatorPT$0--
Heather SilvioVolunteer CoordinatorPT$0--
Jane AkersHospitalityPT$0--
Bridget BarrettCommunicationsPT$0--
Filing and Contact Details

Filer

Filer Name
Bear Branch Elementary PTO
EIN
76-0413031
Phone
2813564771
Address
8909 FM 1488, Magnolia, TX 77354

Signing Officer

Name
Jenny McCumber
Title
Treasurer
Signed
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
William Joseph Gosch CPA
Address
33519 WINDCREST ESTATES BLVD, MAGNOLIA, TX 77354
Preparer
William Joseph Gosch
Phone
7134657922
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Other Program Expenses $60614”

Other Expenses.2

“Classroom & Playground Expense $47240”

Total Liabilities.1

“Texas Sales Tax Payable - Beginning $89 Texas Sales Tax Payable - Ending $7”

Raw XML Appendix176 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kari Heuring
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stacey Collins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Shilo Conley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jenny McCumber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lisa Ferguson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Gina Ferrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Heather Silvio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jane Akers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Bridget Barrett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Fundraising Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Volunteer Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Hospitality
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Communications
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0107854
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To raise additional funds for educational benefit of the student body of Bear Branch Elementary School in the Magnolia Independent School District
IRS990EZ/PrintingPublicationsPostageAmt027
IRS990EZ/ProgramServiceRevenueAmt0101631
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided various classroom & playground items for teachers and students to assist learning.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt047240
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt089
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0110381
IRS990EZ/TotalProgramServiceExpensesAmt047240
IRS990EZ/TotalRevenueAmt0120941
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019310
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018945
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023428
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0162666
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0356847
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Program Expenses $60614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Classroom & Playground Expense $47240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Texas Sales Tax Payable - Beginning $89 Texas Sales Tax Payable - Ending $7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jenny McCumber
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bear Branch Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0BEAR
ReturnHeader/Filer/EIN0760413031
ReturnHeader/Filer/PhoneNum02813564771
ReturnHeader/Filer/USAddress/AddressLine1Txt08909 FM 1488
ReturnHeader/Filer/USAddress/CityNm0Magnolia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077354
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William Joseph Gosch CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033519 WINDCREST ESTATES BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAGNOLIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077354
ReturnHeader/PreparerPersonGrp/PhoneNum07134657922
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Joseph Gosch
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-09T08:42:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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
$29,320
Liabilities
$7
Net assets
$29,313
Revenue
$120,941
Expenses
$110,381
Net income
$10,560
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.61$0.84$0.22
2024Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.59$0.79$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.68$0.52$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.85$0.53$0.31
2021Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.25$0.21$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.63$0.56$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.15$0.68$0.73$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.56$0.65$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.21$1.10$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$1.24$1.21$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$1.30$1.29$0.01
2014Summary only. Only limited summary data is available for this year.$0.14$0.00$0.24$0.44$0.20
2013Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.89$0.85$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.54$0.56$0.01
2011Summary only. Only limited summary data is available for this year.$0.31$0.00$0.52$0.46$0.06