Civic Intelligence

Bear Branch Elementary PTO Inc.

990EZ • Fiscal year 2023 • EIN 76-0413031

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 24, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

77th percentile

27%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$74,766

Up $16,014 (+27%) from 2022

Net Assets

Up

$74,766

Up $16,014 (+27%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$68,032

Down $16,850 (-20%) from 2022

Expenses

Down

$52,018

Down $1,469 (-2.7%) from 2022

Net Income

Down

$16,014

Down $15,381 (-49%) from 2022

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

2023

Assets$74,766
Liabilities-
Net Assets$74,766

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

2023

Revenue$68,032
Expenses$52,018
Net Income$16,014
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 24, 2023
Return Version
2022v5.0
Gross Receipts
$73,775
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$30,128
Campus Student Enrichment$0$23,194
Provide various classroom and playground items for teachers and students to assist learning.$0$6,934
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mechelle SchleiderPresidentPT$0--
Samantha ReiterVice-PresidentPT$0--
Shelly AinsworthSecretaryPT$0--
Laura VeheTreasurerPT$0--
Stacy BrownParlamentarianPT$0--
Robin McAnellyRoom Mom CoordinatorPT$0--
Tasia PayneYearbook CommitteePT$0--
Danielle ScherwinMembership CoordinatorPT$0--
Amber CortesCo-Volunteer CoordinatorPT$0--
Nina RiveraFundraising CoordinatorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$35,481$35,481-$35,481
Holiday Store$8,260$8,260$5,743$2,517
Total Events$43,741$43,741$5,743$37,998
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
2023-10-24

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 60.

Form 990EZ, Part I, Line 16

Dues & Subscriptions 1126.

Form 990EZ, Part I, Line 16

Sponsorship Expenses 1363.

Form 990EZ, Part I, Line 16

Progam Service Expenses 17308.

Form 990EZ, Part I, Line 16

Supplies 1653.

Form 990EZ, Part I, Line 16

Student & Staff Support 30128.

Raw XML Appendix224 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/BooksInCareOfDetail/USAddress/CityNm0Magnolia
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mechelle Schleider
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Samantha Reiter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Shelly Ainsworth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Laura Vehe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stacy Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Robin McAnelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Tasia Payne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Danielle Scherwin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Amber Cortes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Nina Rivera
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Parlamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Room Mom Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Yearbook Committee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Membership Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Co-Volunteer Coordinator
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt051638
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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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/ProgramServiceRevenueAmt015883
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
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt123194
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt230128
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt05743
IRS990EZ/SpecialEventsNetIncomeLossAmt041956
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052018
IRS990EZ/TotalProgramServiceExpensesAmt060256
IRS990EZ/TotalRevenueAmt068032
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010229
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08925
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010276
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt080513
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039439
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067195
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt076281
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0276473
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05743
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Charges 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues & Subscriptions 1126.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Sponsorship Expenses 1363.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Progam Service Expenses 17308.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies 1653.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Student & Staff Support 30128.
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Laura Vehe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02813564771
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-24
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823589538
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/PreparationDt02023-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gina B Clark CPA
ReturnHeader/ReturnTs02023-10-31T11:19:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Laura
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Vehe
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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