Civic Intelligence

Quail Valley Middle School PTO

990EZ • Fiscal year 2015 • EIN 76-0512063

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 09, 2015

Organization ProfileN/A
3019 Fm 1092Missouri City, TX 77459

(281) 634-3600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

83rd percentile

48%

Faster asset growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$44,437

Up $14,478 (+48%) from 2014

Net Assets

Up

$44,437

Up $14,478 (+48%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin95th percentile

Revenue

Down

$21,950

Down $10,767 (-33%) from 2014

Expenses

Down

$7,472

Down $14,697 (-66%) from 2014

Net Income

Up

$14,478

Up $3,930 (+37%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$60K$40K$20K$0Assets 2013: $19,411Liabilities 2013: $0Net Assets 2013: $19,4112013Assets 2014: $29,959Liabilities 2014: $0Net Assets 2014: $29,9592014Assets 2015: $44,437Liabilities 2015: $0Net Assets 2015: $44,4372015Assets 2016: $41,454Liabilities 2016: $0Net Assets 2016: $41,4542016Assets 2017: $51,160Liabilities 2017: $0Net Assets 2017: $51,1602017

Highlighted filing

2015

Assets$44,437
Liabilities$0
Net Assets$44,437
Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2013: $31,155Expenses 2013: $28,122Net Income 2013: $3,0332013Revenue 2014: $32,717Expenses 2014: $22,169Net Income 2014: $10,5482014Revenue 2015: $21,950Expenses 2015: $7,472Net Income 2015: $14,4782015Revenue 2016: $32,787Expenses 2016: $35,770Net Income 2016: -$2,9832016Revenue 2017: $34,774Expenses 2017: $25,068Net Income 2017: $9,7062017

Highlighted filing

2015

Revenue$21,950
Expenses$7,472
Net Income$14,478
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$51,620
Mission and Program Overview

Mission

School programs & class activities.

Program Services

DescriptionGrantsExpenses
To provide school programs to include but not limited to the following: hospitality, school directory, student agendas, student incentives and educational programs.-$36,024
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY JAASMAPresidentPT$0--
TRISTA JONESTreasurerPT$0--
NATALIE WHITEVP, ProgramsPT$0--
PAM HUBENAKVP, ProgramsPT$0--
ANGIE GRAYVP, VipsPT$0--
TRACI MUNSEYVP, FundraisingPT$0--
TRACY MEDLOCKSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
8th GRADE PARTY$10,259$10,259$10,113$146
Fall$10,219$10,219$3,617$6,602
Total Events$20,478$20,478$13,730$6,748
Filing and Contact Details

Filer

Filer Name
Quail Valley Middle School PTO
EIN
76-0512063
Phone
2816343600
Address
3019 FM 1092, Missouri City, TX 77459

Signing Officer

Name
Trista Jones
Title
Treasurer
Phone
2816343600
Signed
2015-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Joanne L Gore CPA LLC
Address
3323 El Dorado Blvd, Missouri City, TX 77459-3013
Preparer
Joanne Gore
Phone
2813818763
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“School store 1607. Prior period adjustment 30.”

Form 990EZ, Part I, Line 16

“Programs 6154. Class activities 727. Administrative 272.”

Form 990EZ, Part II, Line 24

“Spirit wear inventory 200. 4200.”

Raw XML Appendix173 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0TRISTA JONES
IRS990EZ/BooksInCareOfDetail/PhoneNum02816343600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03019 FM 1092
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MISSOURI CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077459
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029759
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040237
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06725
IRS990EZ/CostOfGoodsSoldAmt012616
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014478
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0319
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029959
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044437
IRS990EZ/FundraisingGrossIncomeAmt025797
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02841
IRS990EZ/GrossReceiptsAmt051620
IRS990EZ/GrossSalesOfInventoryAmt015457
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029959
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044437
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029959
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044437
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY JAASMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRISTA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NATALIE WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAM HUBENAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANGIE GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRACI MUNSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TRACY MEDLOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP, Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP, Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP, VIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP, Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0200
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04200
IRS990EZ/OtherExpensesTotalAmt07153
IRS990EZ/OtherRevenueTotalAmt01637
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0School programs & class activities.
IRS990EZ/ProgramServiceRevenueAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide school programs to include but not limited to the following: hospitality, school directory, student agendas, student incentives and educational programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036024
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017054
IRS990EZ/SpecialEventsNetIncomeLossAmt08743
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07472
IRS990EZ/TotalProgramServiceExpensesAmt036024
IRS990EZ/TotalRevenueAmt021950
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06799
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019950
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt044891
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018668
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011692
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt075251
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt095201
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018118
IRS990ScheduleA/Total509Grp/TotalAmt095201
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt095211
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013730
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm08th GRADE PARTY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010259
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010219
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020478
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010259
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010219
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020478
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06748
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013730
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010113
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL STORE 1607. PRIOR PERIOD ADJUSTMENT 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAMS 6154. CLASS ACTIVITIES 727. ADMINISTRATIVE 272.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SPIRIT WEAR INVENTORY 200. 4200.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRISTA JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02816343600
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Quail Valley Middle School PTO
ReturnHeader/Filer/BusinessNameControlTxt0QUAI
ReturnHeader/Filer/EIN0760512063
ReturnHeader/Filer/PhoneNum02816343600
ReturnHeader/Filer/USAddress/AddressLine1Txt03019 FM 1092
ReturnHeader/Filer/USAddress/CityNm0Missouri City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joanne L Gore CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03323 El Dorado Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Missouri City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0774593013
ReturnHeader/PreparerPersonGrp/PhoneNum02813818763
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GORE
ReturnHeader/ReturnTs02015-11-10T15:44:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,437
Liabilities
$0
Net assets
$44,437
Revenue
$21,950
Expenses
$7,472
Net income
$14,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$51.2$0.00$51.2$34.8$25.1$9.71
2016Detailed filing. Detailed filing data is available for this year.$41.5$0.00$41.5$32.8$35.8$2.98
2015Detailed filing. Detailed filing data is available for this year.$44.4$0.00$44.4$22.0$7.47$14.5
2014Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$32.7$22.2$10.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$0.00$19.4$31.2$28.1$3.03