Civic Intelligence

Bear Branch Elementary PTO Inc.

990EZ • Fiscal year 2021 • EIN 76-0413031

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

Organization ProfileN/A
8909 Fm 1488Magnolia, TX 77354

(281) 356-4771

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 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

63rd percentile

18%

Higher net margin than 63% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

66th percentile

20%

Faster asset growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-60%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$27,357

Up $4,645 (+20%) from 2020

Net Assets

Up

$27,357

Up $4,645 (+20%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Down

$25,359

Down $38,123 (-60%) from 2020

Expenses

Down

$20,714

Down $35,233 (-63%) from 2020

Net Income

Down

$4,645

Down $2,890 (-38%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2021

Assets$27,357
Liabilities-
Net Assets$27,357
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

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

2021

Revenue$25,359
Expenses$20,714
Net Income$4,645
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$25,359
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

Program Services

DescriptionGrantsExpenses
Teacher and classroom support, Student Clubs, FieldTrips, and Assemblies$0$4,454
Provide various classroom and playground items for teachers and students to assist learning.$0$3,873
Campus Student Enrichment$0$2,801
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mechelle SchleiderPresidentPT$0--
Sam ReiterVice-PresidentPT$0--
Shelly AinsworthSecretaryPT$0--
Laura VeheTreasurerPT$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
Laura Vehe
Title
Treasurer
Phone
2813564771
Signed
2021-11-09

Preparer

Firm
Gina B Clark CPA Pllc
Address
503 Commerce St, Magnolia, TX 77355
Preparer
Gina B Clark CPA
Phone
2812591040
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank Charges 5.”

Form 990EZ, Part I, Line 16

“Dues & Subscriptions 188.”

Form 990EZ, Part I, Line 16

“House Shirts 4030.”

Form 990EZ, Part I, Line 16

“Hospitality 2917.”

Form 990EZ, Part I, Line 16

“Progam Service Expenses 11128.”

Form 990EZ, Part I, Line 16

“Sales Tax 1126.”

Raw XML Appendix174 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/PersonNm0Laura Vehe
IRS990EZ/BooksInCareOfDetail/PhoneNum02813564771
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08909 FM 1488
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Magnolia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077354
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022712
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027357
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08916
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04645
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01320
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022712
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027357
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt025359
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01131
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022712
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027357
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022712
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027357
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mechelle Schleider
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sam Reiter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Shelly Ainsworth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Laura Vehe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019394
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
IRS990EZ/ProgramServiceRevenueAmt015312
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide various classroom and playground items for teachers and students to assist learning.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Campus Student Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher and classroom support, Student Clubs, FieldTrips, and Assemblies
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03873
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12801
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24454
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020714
IRS990EZ/TotalProgramServiceExpensesAmt011128
IRS990EZ/TotalRevenueAmt025359
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08925
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010276
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011716
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019310
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt077125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt044037
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0101631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0315507
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0382122
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086557
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt093513
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055753
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0120941
IRS990ScheduleA/Total509Grp/TotalAmt0382122
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0382122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Charges 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues & Subscriptions 188.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2House Shirts 4030.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Hospitality 2917.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Progam Service Expenses 11128.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Sales Tax 1126.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Laura Vehe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02813564771
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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/BusinessNameLine1Txt0GINA B CLARK CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0503 Commerce St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Magnolia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077355
ReturnHeader/PreparerPersonGrp/PhoneNum02812591040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gina B Clark CPA
ReturnHeader/ReturnTs02021-11-10T09:40:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Laura
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Vehe
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,357
Liabilities
-
Net assets
$27,357
Revenue
$25,359
Expenses
$20,714
Net income
$4,645
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