Civic Intelligence

Lowery Elementary PTO Inc.

990EZ • Fiscal year 2017 • EIN 76-0456843

Aug 01, 2016 to Jul 31, 2017 • Filed on Aug 21, 2017

15950 Ridge Park DriveHouston, TX 77095

(281) 463-5900

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

68th percentile

13%

Higher net margin than 68% 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

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

38th percentile

-6.7%

Faster revenue growth than 38% of similar nonprofits.

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

Assets

Up

$47,728

Up $6,841 (+17%) from 2016

Net Assets

Up

$47,728

Up $6,841 (+17%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$51,212

Down $3,675 (-6.7%) from 2016

Expenses

Down

$44,371

Down $30,788 (-41%) from 2016

Net Income

Up

$6,841

Up $27,113 (+134%) 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 2010: $50,702Liabilities 2010: $02010Assets 2011: $63,423Liabilities 2011: $02011Assets 2012: $40,449Liabilities 2012: $02012Assets 2013: $41,018Liabilities 2013: $02013Assets 2014: $58,604Liabilities 2014: $0Net Assets 2014: $58,6042014Assets 2015: $61,159Liabilities 2015: $0Net Assets 2015: $61,1592015Assets 2016: $40,887Net Assets 2016: $40,8872016Assets 2017: $47,728Net Assets 2017: $47,7282017Assets 2018: $63,067Net Assets 2018: $63,0672018Assets 2019: $59,191Net Assets 2019: $59,1912019Assets 2020: $49,050Net Assets 2020: $49,0502020Assets 2021: $47,945Net Assets 2021: $47,9452021

Highlighted filing

2017

Assets$47,728
Liabilities-
Net Assets$47,728

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $30,611Expenses 2010: $5,901Net Income 2010: $24,7102010Revenue 2011: $73,599Expenses 2011: $36,168Net Income 2011: $37,4312011Revenue 2012: $37,236Expenses 2012: $37,836Net Income 2012: -$6002012Revenue 2013: $71,097Expenses 2013: $70,528Net Income 2013: $5692013Revenue 2014: $69,012Expenses 2014: $51,426Net Income 2014: $17,5862014Revenue 2015: $62,604Expenses 2015: $60,049Net Income 2015: $2,5552015Revenue 2016: $54,887Expenses 2016: $75,159Net Income 2016: -$20,2722016Revenue 2017: $51,212Expenses 2017: $44,371Net Income 2017: $6,8412017Revenue 2018: $55,023Expenses 2018: $39,684Net Income 2018: $15,3392018Revenue 2019: $47,651Expenses 2019: $51,527Net Income 2019: -$3,8762019Revenue 2020: $32,255Expenses 2020: $42,396Net Income 2020: -$10,1412020Revenue 2021: $15,221Expenses 2021: $16,326Net Income 2021: -$1,1052021

Highlighted filing

2017

Revenue$51,212
Expenses$44,371
Net Income$6,841
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Aug 21, 2017
Return Version
2016v3.0
Gross Receipts
$96,327
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
IMPROVE AND EXPAND THE EDUCATIONAL OPPORTUNITIES FOR THE STUDENTS AT LOWERY ELEMENTARY SCHOOL, HOUSTON, TX BY PROVIDING CULTURAL ARTS, SUPPORT FOR THE CURRICULUM AND ACADEMIC PROGRAMS OF THE SCHOOL AND SUPPORT FOR THE TEACHERS AND STAFF OF LOWERY ELEMENTARY-$44,371
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY LONGPresident-$0--
JOY LEVice Preside-$0--
COURTNIE GARRETTVice Preside-$0--
KIMBERLY BARNETTVice Preside-$0--
JAMES COOKVice Preside-$0--
LAURA KALOKOWSKIVice Preside-$0--
KARRIE WILHELMVice Preside-$0--
SUSAN GOSMANOTreasurer-$0--
NIKI KREUITERVolunteer Co-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catalog Sales$28,725$28,725$12,745$15,980
Fun Run$27,220$27,220$15,586$11,634
Total Events$89,220$89,220$45,115$44,105
Filing and Contact Details

Filer

Filer Name
Lowery Elementary Pto Inc
EIN
76-0456843
Phone
2814635900
Address
15950 RIDGE PARK DRIVE, HOUSTON, TX 77095

Signing Officer

Name
Susan Gosmano
Title
Treasurer
Phone
2814635900
Signed
2017-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Reimer Mcguinness & Associates Pc
Address
6610 MALIBU DR, HOUSTON, TX 77092
Preparer
Merle Shefstad CPA
Phone
7135903000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 484 academic support 10,664 administrative 838 classroom events 3,279 cultural arts all grades 18,384 drug & alcohol programs 1,543 hospitality 1,892 sales tax 208 adopted familities 126 teacher & staff support 5,698 field day 288 volunteer recognition 194 school gardens 323 total 43,921

Form 990-ez, Part III, Line 28

Improve and expand the educational opportunities for the students at lowery elementary school, houston, tx by providing cultural arts, support for the curriculum and academic programs of the school and support for the teachers and staff of lowery elementary

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUSAN GOSMANO
IRS990EZ/BooksInCareOfDetail/PhoneNum02814635900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015950 RIDGEPARK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040887
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047728
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07107
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06841
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040887
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047728
IRS990EZ/FundraisingGrossIncomeAmt089220
IRS990EZ/GrossReceiptsAmt096327
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040887
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047728
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040887
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047728
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOY LE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COURTNIE GARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIMBERLY BARNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAURA KALOKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KARRIE WILHELM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUSAN GOSMANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NIKI KREUITER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VOLUNTEER CO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043921
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IMPROVE AND EXPAND THE EDUCATIONAL OPPORTUNITIES FOR THE STUDENTS AT LOWERY ELEMENTARY SCHOOL, HOUSTON, TX BY PROVIDING CULTURAL ARTS, SUPPORT FOR THE CURRICULUM AND ACADEMIC PROGRAMS OF THE SCHOOL AND SUPPORT FOR THE TEACHERS AND STAFF OF LOWERY ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044371
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045115
IRS990EZ/SpecialEventsNetIncomeLossAmt044105
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044371
IRS990EZ/TotalProgramServiceExpensesAmt044371
IRS990EZ/TotalRevenueAmt051212
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LOWERYPTO.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06901
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024565
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064179
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt089220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0103051
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt084696
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0122124
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0123288
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0522379
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0586558
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0109952
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0109261
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0132397
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0138621
IRS990ScheduleA/Total509Grp/TotalAmt0586558
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096327
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0109952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0109261
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0132397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0138621
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0586558
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045115
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CATALOG SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt033275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt089220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt033275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt089220
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044105
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016784
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt045115
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012745
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015586
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 484 ACADEMIC SUPPORT 10,664 ADMINISTRATIVE 838 CLASSROOM EVENTS 3,279 CULTURAL ARTS ALL GRADES 18,384 DRUG & ALCOHOL PROGRAMS 1,543 HOSPITALITY 1,892 SALES TAX 208 ADOPTED FAMILITIES 126 TEACHER & STAFF SUPPORT 5,698 FIELD DAY 288 VOLUNTEER RECOGNITION 194 SCHOOL GARDENS 323 TOTAL 43,921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IMPROVE AND EXPAND THE EDUCATIONAL OPPORTUNITIES FOR THE STUDENTS AT LOWERY ELEMENTARY SCHOOL, HOUSTON, TX BY PROVIDING CULTURAL ARTS, SUPPORT FOR THE CURRICULUM AND ACADEMIC PROGRAMS OF THE SCHOOL AND SUPPORT FOR THE TEACHERS AND STAFF OF LOWERY ELEMENTARY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN GOSMANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02814635900
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWERY ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0760456843
ReturnHeader/Filer/PhoneNum02814635900
ReturnHeader/Filer/USAddress/AddressLine1Txt015950 RIDGE PARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077095
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId055492B1CEEA2406998046F9E1AD1A5B57FE609A7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BC3AB6EFBBC813EAA57B1BAB25CB5E91D49273D5
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205548240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REIMER MCGUINNESS & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06610 MALIBU DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077092
ReturnHeader/PreparerPersonGrp/PhoneNum07135903000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MERLE SHEFSTAD CPA
ReturnHeader/ReturnTs02017-09-07T14:35:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings