Civic Intelligence

Schultz Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2023 • EIN 76-0562530

Jul 01, 2022 to Jun 30, 2023 • Filed on May 02, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

89th percentile

68%

Faster asset growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

9.8%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$49,353

Up $20,063 (+68%) from 2022

Net Assets

Up

$49,353

Up $20,063 (+68%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Up

$32,049

Up $2,852 (+9.8%) from 2022

Expenses

Down

$11,986

Down $28,676 (-71%) from 2022

Net Income

Up

$20,063

Up $31,528 (+275%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2023

Assets$49,353
Liabilities-
Net Assets$49,353
Open 2023 Filing

Operations Trend

Revenue Growth56th 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

2023

Revenue$32,049
Expenses$11,986
Net Income$20,063
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 2, 2024
Return Version
2022v5.0
Gross Receipts
$45,675
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-$11,986
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIANNE BUHLERPresident-$0--
RENEE DENISTON1st Vice Pre-$0--
KARINA WOLF2nd Vice Pre-$0--
JENNIFER MAUTreasurer-$0--
ANGELA ROJASSecretary-$0--
KARINA WOLFBilingual Co-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Big Kahuna$18,893$18,893$995$17,898
Boosterthon$18,148$18,148$12,631$5,517
Total Events$37,041$37,041$13,626$23,415
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
Marianne Buhler
Title
President
Phone
8324847002
Signed
2024-05-02

Preparer

Firm
Reimer Mcguinness Hess Pc
Address
750 TOWN COUNTRY BLVD STE 800, HOUSTON, TX 77024-3980
Preparer
Merle Shefstad CPA
Phone
7135903000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 155 administrative 1,101 class events & parties 2,404 teacher luncheons 1,150 sales taxes 248 professional fees 850 teacher appreciation 2,276 dues & membership fees 139 transaction fees 45 cub scout pack 2,118 field trip expenses 1,500 total 11,986”

Raw XML Appendix157 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/PersonNm0JENNIFER MAU
IRS990EZ/BooksInCareOfDetail/PhoneNum08324847002
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07920 WILLOW FOREST DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TOMBALL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0773752822
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029290
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049353
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04626
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020063
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029290
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049353
IRS990EZ/FundraisingGrossIncomeAmt041049
IRS990EZ/GrossReceiptsAmt045675
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029290
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049353
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029290
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049353
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIANNE BUHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RENEE DENISTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KARINA WOLF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER MAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANGELA ROJAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KARINA WOLF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BILINGUAL CO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011986
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/ProgramServiceExpensesAmt011986
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013626
IRS990EZ/SpecialEventsNetIncomeLossAmt027423
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011986
IRS990EZ/TotalProgramServiceExpensesAmt011986
IRS990EZ/TotalRevenueAmt032049
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://CLASSROOM.KLEINISD.NET/WEBS/SCH
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04626
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05919
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07254
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08329
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030307
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038235
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt022139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt056785
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt068349
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0226557
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0256864
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045675
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042414
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028058
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064039
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076678
IRS990ScheduleA/Total509Grp/TotalAmt0256864
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042414
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt028058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064039
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt076678
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0256864
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013626
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BIG KAHUNA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018893
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018893
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037041
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023415
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013626
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0995
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 155 ADMINISTRATIVE 1,101 CLASS EVENTS & PARTIES 2,404 TEACHER LUNCHEONS 1,150 SALES TAXES 248 PROFESSIONAL FEES 850 TEACHER APPRECIATION 2,276 DUES & MEMBERSHIP FEES 139 TRANSACTION FEES 45 CUB SCOUT PACK 2,118 FIELD TRIP EXPENSES 1,500 TOTAL 11,986
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIANNE BUHLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08324847002
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-02
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205548240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REIMER MCGUINNESS HESS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 TOWN COUNTRY BLVD STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770243980
ReturnHeader/PreparerPersonGrp/PhoneNum07135903000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MERLE SHEFSTAD CPA
ReturnHeader/ReturnTs02024-05-14T17:26:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUHLER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,353
Liabilities
-
Net assets
$49,353
Revenue
$32,049
Expenses
$11,986
Net income
$20,063
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