Civic Intelligence

Schultz Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2016 • EIN 76-0562530

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 22, 2016

7920 Willow Forest DriveTomball, TX 77375-2822

(832) 484-7002

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

94th percentile

159%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-4.9%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$21,767

Up $13,372 (+159%) from 2015

Net Assets

Up

$21,767

Up $13,372 (+159%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$47,636

Down $2,475 (-4.9%) from 2015

Expenses

Down

$34,264

Down $22,386 (-40%) from 2015

Net Income

Up

$13,372

Up $19,911 (+304%) from 2015

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

2016

Assets$21,767
Liabilities-
Net Assets$21,767

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

2016

Revenue$47,636
Expenses$34,264
Net Income$13,372
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 22, 2016
Return Version
2015v2.1
Gross Receipts
$71,779
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
TO ENHANCE AND IMPROVE THE EDUCATIONAL EXPERIENCE AND OPPORTUNITIES FOR THE STUDENTS AT SCHULTAZ ELEMENTARY, KLEIN ISD, TX$15,000$34,264
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMMIE ZELLARPresident-$0--
BRANDY CLARKVice Preside-$0--
FRAN VASIVice Preside-$0--
KIMBERLY COXTreasurer-$0--
SANDY TAYLORSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundrais$37,645$37,645$14,716$22,929
Fall Fundraiser$9,418$9,418$2,598$6,820
Total Events$62,622$62,622$24,143$38,479
Filing and Contact Details

Filer

Filer Name
Schultz Elementary Parent Teacher
EIN
76-0562530
Phone
8324847002
Address
7920 WILLOW FOREST DRIVE, TOMBALL, TX 77375-2822

Signing Officer

Name
Kimberly Cox
Title
Treasurer
Phone
8324847002
Signed
2016-09-22

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 10

Schultz elementary school 720 willow forest drive tomball, tx 77375-2822 15,000 0 0

Form 990-ez, Part I, Line 16

Expenses school library 255 special olympics 68 class events & tshirts 6,479 field trips 1,044 teacher luncheons 309 member incentives 139 dues and subscriptions 2,525 teacher back to school 4,217 watch dogs 381 volunteer coordinator 750 administrative 673 bulletin boards 200 sales tax 230 insurance 155 fun run 636 school program 803 total 18,864

Raw XML Appendix159 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/PhoneNum08324847002
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TOMBALL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0773752822
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IRS990EZ/ExcessOrDeficitForYearAmt013372
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt071779
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08395
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021767
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08395
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TAMMIE ZELLAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRANDY CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRAN VASI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIMBERLY COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SANDY TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018864
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENHANCE AND IMPROVE THE EDUCATIONAL EXPERIENCE AND OPPORTUNITIES FOR THE STUDENTS AT SCHULTAZ ELEMENTARY, KLEIN ISD, TX
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034264
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024143
IRS990EZ/SpecialEventsNetIncomeLossAmt038479
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034264
IRS990EZ/TotalProgramServiceExpensesAmt034264
IRS990EZ/TotalRevenueAmt047636
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://CLASSROOM.KLEINISD.NET/WEBS/SCH
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09157
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07584
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt041924
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062622
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047122
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0276250
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0318174
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071779
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt079858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063707
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054706
IRS990ScheduleA/Total509Grp/TotalAmt0318174
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071779
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054706
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0318174
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024143
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037645
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015559
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037645
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015559
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062622
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038479
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06829
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024143
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014716
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02598
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHULTZ ELEMENTARY SCHOOL 720 WILLOW FOREST DRIVE TOMBALL, TX 77375-2822 15,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SCHOOL LIBRARY 255 SPECIAL OLYMPICS 68 CLASS EVENTS & TSHIRTS 6,479 FIELD TRIPS 1,044 TEACHER LUNCHEONS 309 MEMBER INCENTIVES 139 DUES AND SUBSCRIPTIONS 2,525 TEACHER BACK TO SCHOOL 4,217 WATCH DOGS 381 VOLUNTEER COORDINATOR 750 ADMINISTRATIVE 673 BULLETIN BOARDS 200 SALES TAX 230 INSURANCE 155 FUN RUN 636 SCHOOL PROGRAM 803 TOTAL 18,864
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08324847002
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHULTZ ELEMENTARY PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHU
ReturnHeader/Filer/EIN0760562530
ReturnHeader/Filer/PhoneNum08324847002
ReturnHeader/Filer/USAddress/AddressLine1Txt07920 WILLOW FOREST DRIVE
ReturnHeader/Filer/USAddress/CityNm0TOMBALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0773752822
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/PreparationDt02016-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MERLE SHEFSTAD CPA
ReturnHeader/ReturnTs02016-10-03T14:51:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits