Civic Intelligence

Schultz Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2014 • EIN 76-0562530

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 12, 2015

7920 Willow Forest Drive77375-2822

(832) 484-7000

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

27th percentile

-7.1%

Higher net margin than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$14,934

Down $2,651 (-15%) from 2013

Net Assets

$14,934

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$37,253

Up $11,193 (+43%) from 2013

Expenses

Up

$39,904

Up $19,565 (+96%) from 2013

Net Income

Down

-$2,651

Down $8,372 (-146%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2009: $8,423Liabilities 2009: $02009Assets 2010: $12,966Liabilities 2010: $02010Assets 2011: $12,315Liabilities 2011: $02011Assets 2012: $11,864Liabilities 2012: $02012Assets 2013: $17,585Liabilities 2013: $02013Assets 2014: $14,934Liabilities 2014: $0Net Assets 2014: $14,9342014Assets 2015: $8,395Liabilities 2015: $0Net Assets 2015: $8,3952015Assets 2016: $21,767Net Assets 2016: $21,7672016Assets 2017: $36,797Net Assets 2017: $36,7972017Assets 2018: $26,025Net Assets 2018: $26,0252018Assets 2019: $25,223Net Assets 2019: $25,2232019Assets 2020: $38,379Net Assets 2020: $38,3792020Assets 2021: $40,755Net Assets 2021: $40,7552021Assets 2022: $29,290Net Assets 2022: $29,2902022Assets 2023: $49,353Net Assets 2023: $49,3532023Assets 2024: $55,679Net Assets 2024: $55,6792024

Highlighted filing

2014

Assets$14,934
Liabilities$0
Net Assets$14,934

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2009: $19,530Expenses 2009: $22,165Net Income 2009: -$2,6352009Revenue 2010: $20,681Expenses 2010: $16,138Net Income 2010: $4,5432010Revenue 2011: $19,565Expenses 2011: $20,216Net Income 2011: -$6512011Revenue 2012: $29,908Expenses 2012: $30,360Net Income 2012: -$4522012Revenue 2013: $26,060Expenses 2013: $20,339Net Income 2013: $5,7212013Revenue 2014: $37,253Expenses 2014: $39,904Net Income 2014: -$2,6512014Revenue 2015: $50,111Expenses 2015: $56,650Net Income 2015: -$6,5392015Revenue 2016: $47,636Expenses 2016: $34,264Net Income 2016: $13,3722016Revenue 2017: $39,131Expenses 2017: $24,101Net Income 2017: $15,0302017Revenue 2018: $30,711Expenses 2018: $41,483Net Income 2018: -$10,7722018Revenue 2019: $55,739Expenses 2019: $56,541Net Income 2019: -$8022019Revenue 2020: $49,502Expenses 2020: $36,346Net Income 2020: $13,1562020Revenue 2021: $20,575Expenses 2021: $18,199Net Income 2021: $2,3762021Revenue 2022: $29,197Expenses 2022: $40,662Net Income 2022: -$11,4652022Revenue 2023: $32,049Expenses 2023: $11,986Net Income 2023: $20,0632023Revenue 2024: $29,256Expenses 2024: $39,502Net Income 2024: -$10,2462024

Highlighted filing

2014

Revenue$37,253
Expenses$39,904
Net Income-$2,651
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 12, 2015
Return Version
2013v4.0
Gross Receipts
$63,707
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
TO ENHANCE AND IMPROVE THE EDUCATIONAL EXPERIENCE AND OPPORTUNITIES FOR THE STUDENTS AT SCHULTZ ELEMENTARY, KLEIN ISD, TX$20,490$19,414
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMMI ZELLARPresident-$0--
STEPHANIE RHODES1st Vice President-$0--
KRISTY AUSTIN2nd Vice President-$0--
KARA YEETreasurer-$0--
SANDY TAYLORSecretary-$0--
MISTY CULLINSParlimentarian-$0--
DEDE OSTERMANNVolunteer Coodinator-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$30,885$30,885$16,509$14,376
Event 2$13,125$13,125$1,354$11,771
Total Events$55,922$55,922$26,454$29,468
Filing and Contact Details

Filer

EIN
76-0562530
Phone
8324847000

Signing Officer

Name
Kara Yee
Title
Treasurer
Phone
8324847000
Signed
2015-01-12
Discuss with paid preparer
Yes

Preparer

Preparer
Merle Shefstad CPA
Phone
7135903000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education. Grantee name: schultz elementary . Grantee address: 7920 willow forest drive tomball, tx 77375. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 20,490.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: school projects. Amount: 2,753. Description: school library. Amount: 130. Description: field trips. Amount: 1,513. Description: teacher appreciation and supplies. Amount: 4,028. Description: membership. Amount: 106. Description: subscriptions and dues. Amount: 2,741. Description: school programs. Amount: 2,106. Description: hospitality and teacher luncheon. Amount: 462. Description: administrative. Amount: 963. Description: watch dogs. Amount: 711. Description: volunteers. Amount: 372. Description: 5th grade party. Amount: 2,550. Description: donation. Amount: 600. Description: physical education. Amount: 379. Total to form 990-ez, line 16: 19,414.

Raw XML Appendix192 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/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0773754313
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MISTY CULLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEDE OSTERMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VOLUNTEER COODINATOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt019414
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENHANCE AND IMPROVE THE EDUCATIONAL EXPERIENCE AND OPPORTUNITIES FOR THE STUDENTS AT SCHULTZ ELEMENTARY, KLEIN ISD, TX
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020490
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019414
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt026454
IRS990EZ/SpecialEventsNetIncomeLossAmt029468
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt039904
IRS990EZ/TotalProgramServiceExpensesAmt019414
IRS990EZ/TotalRevenueAmt037253
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://CLASSROOM.KLEINISD.NET/WEBS/SCHULTZ/PTO.HT
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07584
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034024
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011912
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011912
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0BOOSTERTHON FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029468
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07101
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01354
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: SCHULTZ ELEMENTARY . GRANTEE ADDRESS: 7920 WILLOW FOREST DRIVE TOMBALL, TX 77375. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 20,490.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOOL PROJECTS. AMOUNT: 2,753. DESCRIPTION: SCHOOL LIBRARY. AMOUNT: 130. DESCRIPTION: FIELD TRIPS. AMOUNT: 1,513. DESCRIPTION: TEACHER APPRECIATION AND SUPPLIES. AMOUNT: 4,028. DESCRIPTION: MEMBERSHIP. AMOUNT: 106. DESCRIPTION: SUBSCRIPTIONS AND DUES. AMOUNT: 2,741. DESCRIPTION: SCHOOL PROGRAMS. AMOUNT: 2,106. DESCRIPTION: HOSPITALITY AND TEACHER LUNCHEON. AMOUNT: 462. DESCRIPTION: ADMINISTRATIVE. AMOUNT: 963. DESCRIPTION: WATCH DOGS. AMOUNT: 711. DESCRIPTION: VOLUNTEERS. AMOUNT: 372. DESCRIPTION: 5TH GRADE PARTY. AMOUNT: 2,550. DESCRIPTION: DONATION. AMOUNT: 600. DESCRIPTION: PHYSICAL EDUCATION. AMOUNT: 379. TOTAL TO FORM 990-EZ, LINE 16: 19,414.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KARA YEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08324847000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10SCHULTZ ELEMENTARY PARENT TEACHER ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SCHU
ReturnHeader/Filer/EIN0760562530
ReturnHeader/Filer/PhoneNum08324847000
ReturnHeader/Filer/USAddress/AddressLine107920 WILLOW FOREST DRIVE
ReturnHeader/Filer/USAddress/City0TOMBALL
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0773752822
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205548240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10REIMER MCGUINNESS & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106610 MALIBU DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode077092
ReturnHeader/PreparerPersonGrp/PhoneNum07135903000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MERLE SHEFSTAD CPA
ReturnHeader/ReturnTs02015-01-12T11:20:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.7$55.7$29.3$39.5$10.2
2023Detailed filing. Detailed filing data is available for this year.$49.4$49.4$32.0$12.0$20.1
2022Detailed filing. Detailed filing data is available for this year.$29.3$29.3$29.2$40.7$11.5
2021Detailed filing. Detailed filing data is available for this year.$40.8$40.8$20.6$18.2$2.38
2020Detailed filing. Detailed filing data is available for this year.$38.4$38.4$49.5$36.3$13.2
2019Detailed filing. Detailed filing data is available for this year.$25.2$25.2$55.7$56.5$0.80
2018Detailed filing. Detailed filing data is available for this year.$26.0$26.0$30.7$41.5$10.8
2017Detailed filing. Detailed filing data is available for this year.$36.8$36.8$39.1$24.1$15.0
2016Detailed filing. Detailed filing data is available for this year.$21.8$21.8$47.6$34.3$13.4
2015Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$50.1$56.7$6.54
2014Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$37.3$39.9$2.65
2013Summary only. Only limited summary data is available for this year.$17.6$0.00$26.1$20.3$5.72
2012Summary only. Only limited summary data is available for this year.$11.9$0.00$29.9$30.4$0.45
2011Summary only. Only limited summary data is available for this year.$12.3$0.00$19.6$20.2$0.65
2010Summary only. Only limited summary data is available for this year.$13.0$0.00$20.7$16.1$4.54
2009Summary only. Only limited summary data is available for this year.$8.42$0.00$19.5$22.2$2.64