Civic Intelligence

Schultz Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2017 • EIN 76-0562530

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 06, 2017

Organization ProfileCLASSROOM.KLEINISD.NET/WEBS/SCH
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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

88th percentile

38%

Higher net margin than 88% 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

88th percentile

69%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$36,797

Up $15,030 (+69%) from 2016

Net Assets

Up

$36,797

Up $15,030 (+69%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Down

$39,131

Down $8,505 (-18%) from 2016

Expenses

Down

$24,101

Down $10,163 (-30%) from 2016

Net Income

Up

$15,030

Up $1,658 (+12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

2017

Assets$36,797
Liabilities-
Net Assets$36,797
Open 2017 Filing

Operations Trend

Revenue Growth25th percentile

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

2017

Revenue$39,131
Expenses$24,101
Net Income$15,030
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 6, 2017
Return Version
2016v3.0
Gross Receipts
$63,225
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$1,876$24,101
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRAN VASIPresident-$0--
JACK STAGGVice Preside-$0--
TAMMIE MCCORVEYVice Preside-$0--
KIMBERLY COXTreasurer-$0--
KELSIE WILMESSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$29,833$29,833$2,605$27,228
Spring Fundrais$20,365$20,365$10,352$10,013
Total Events$50,198$50,198$24,094$26,104
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
2017-10-06

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 administrative 1,022 bulletin boards 300 class events & tshirts 6,777 dues and subscriptions 3,895 field trips 1,516 member incentives 626 sales tax 174 school program 800 spirit sticks 1,770 teacher back to school 2,967 teacher luncheons 592 volunteer coordinator 1,197 watch dogs 164 total 21,800”

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/PersonNm0KIMBERLY COX
IRS990EZ/BooksInCareOfDetail/PhoneNum08324847002
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07920 WILLOW FOREST DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TOMBALL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0773752822
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021767
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013027
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015030
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021767
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036797
IRS990EZ/FundraisingGrossIncomeAmt050198
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01876
IRS990EZ/GrossReceiptsAmt063225
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021767
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036797
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021767
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036797
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRAN VASI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACK STAGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAMMIE MCCORVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIMBERLY COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELSIE WILMES
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/OtherExpensesTotalAmt021800
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/GrantsAndAllocationsAmt01876
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024101
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024094
IRS990EZ/SpecialEventsNetIncomeLossAmt026104
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024101
IRS990EZ/TotalProgramServiceExpensesAmt024101
IRS990EZ/TotalRevenueAmt039131
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://CLASSROOM.KLEINISD.NET/WEBS/SCH
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013027
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09157
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt047367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062622
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt055922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt042031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0279326
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0326693
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071779
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063707
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048124
IRS990ScheduleA/Total509Grp/TotalAmt0326693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063225
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048124
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0326693
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024094
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0744
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0744
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029833
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020365
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050198
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029833
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020365
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050198
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026104
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012957
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02605
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010352
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010393
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE 1,022 BULLETIN BOARDS 300 CLASS EVENTS & TSHIRTS 6,777 DUES AND SUBSCRIPTIONS 3,895 FIELD TRIPS 1,516 MEMBER INCENTIVES 626 SALES TAX 174 SCHOOL PROGRAM 800 SPIRIT STICKS 1,770 TEACHER BACK TO SCHOOL 2,967 TEACHER LUNCHEONS 592 VOLUNTEER COORDINATOR 1,197 WATCH DOGS 164 TOTAL 21,800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/SignatureDt02017-10-06
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/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/PreparationDt02017-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MERLE SHEFSTAD CPA
ReturnHeader/ReturnTs02017-11-06T15:22:34-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,797
Liabilities
-
Net assets
$36,797
Revenue
$39,131
Expenses
$24,101
Net income
$15,030
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