Civic Intelligence

Kuentz Elementary School PTA

990EZ • Fiscal year 2018 • EIN 80-0404554

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 27, 2018

12303 Leslie RoadHelotes, TX 78023

(210) 397-8050

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

38th percentile

-0.8%

Higher net margin than 38% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

40th percentile

-2.8%

Faster asset growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$10,286

Down $297 (-2.8%) from 2017

Net Assets

$10,286

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$36,346

Down $4,862 (-12%) from 2017

Expenses

Down

$36,643

Down $982 (-2.6%) from 2017

Net Income

Down

-$297

Down $3,880 (-108%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $15,317Liabilities 2011: $02011Assets 2012: $10,585Liabilities 2012: $02012Assets 2013: $4,140Liabilities 2013: $02013Assets 2014: $7,009Net Assets 2014: $7,0092014Assets 2015: $7,000Net Assets 2015: $7,0002015Assets 2016: $7,000Net Assets 2016: $7,0002016Assets 2017: $10,583Liabilities 2017: $02017Assets 2018: $10,286Net Assets 2018: $10,2862018Assets 2019: $10,718Net Assets 2019: $10,7182019Assets 2020: $10,500Net Assets 2020: $10,5002020Assets 2021: $15,612Net Assets 2021: $15,6122021Assets 2022: $33,844Net Assets 2022: $33,8442022Assets 2023: $43,223Net Assets 2023: $43,2232023Assets 2024: $69,577Net Assets 2024: $69,5772024

Highlighted filing

2018

Assets$10,286
Liabilities-
Net Assets$10,286

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $37,358Expenses 2011: $490Net Income 2011: $36,8682011Revenue 2012: $67,856Expenses 2012: $5,897Net Income 2012: $61,9592012Revenue 2013: $45,912Expenses 2013: $52,526Net Income 2013: -$6,6142013Revenue 2014: $48,890Expenses 2014: $46,021Net Income 2014: $2,8692014Revenue 2015: $35,747Expenses 2015: $35,756Net Income 2015: -$92015Revenue 2016: $28,586Expenses 2016: $28,586Net Income 2016: $02016Revenue 2017: $41,208Expenses 2017: $37,625Net Income 2017: $3,5832017Revenue 2018: $36,346Expenses 2018: $36,643Net Income 2018: -$2972018Revenue 2019: $55,911Expenses 2019: $55,479Net Income 2019: $4322019Revenue 2020: $18,119Expenses 2020: $18,337Net Income 2020: -$2182020Revenue 2021: $28,281Expenses 2021: $23,169Net Income 2021: $5,1122021Revenue 2022: $65,045Expenses 2022: $46,813Net Income 2022: $18,2322022Revenue 2023: $55,714Expenses 2023: $46,335Net Income 2023: $9,3792023Revenue 2024: $73,796Expenses 2024: $47,442Net Income 2024: $26,3542024

Highlighted filing

2018

Revenue$36,346
Expenses$36,643
Net Income-$297
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 27, 2018
Return Version
2017v2.3
Gross Receipts
$47,321
Mission and Program Overview

Mission

To fund educational needs in elementary school.

Program Services

DescriptionGrantsExpenses
CLASSROOM EDUCATIONAL MATERIALS AND TECHNOLOGY WAS PURCHASED TO FURTHER THE EDUCATION OF OUR STUDENTS.-$13,306
FIELD TRIPS - ALL GRADES AND ALL STUDENTS WENT ON FIELD TRIPS WITH EDUCATIONAL OBJECTIVES IN MIND FOR ALL GRADE LEVELS.-$6,384
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRISHA WELLSPresidentPT$0--
KRISTIN LEDESMA1st VP - ProPT$0--
AMY OLIVER2nd VP - FunPT$0--
ERIN FLANAGAN-BETTS3rd VP - MemPT$0--
MELANIE DELEONSecretaryPT$0--
KATRINA STOCKDALETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$21,736$21,736$6,847$14,889
Spring Fundrais$19,407$19,407-$19,407
Total Events$46,421$46,421$10,975$35,446
Filing and Contact Details

Filer

Filer Name
Kuentz Elementary School Pta
EIN
80-0404554
Phone
2103978050
Address
12303 LESLIE ROAD, HELOTES, TX 78023

Signing Officer

Name
Katrina Stockdale
Title
Treasurer
Phone
2103978050
Signed
2018-08-27

Preparer

Firm
Richard Krampe CPA Pc
Address
PO BOX 1229, HELOTES, TX 78023-1229
Preparer
Richard Krampe
Phone
2106953221
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 174 insurance 395 bank service charge 2 classroom materials 11,806 enviromental concerns 643 fifth grade promotion 560 1st yr pta contribution 50 founders day tickets 63 hospitality 1,614 scholarships 1,275 leader in me 4,000 membership 988 pta council dues 65 programs 5,417 schoolwide reading prog 1,500 student field trips 6,384 youth protection 982 total 35,918

Raw XML Appendix170 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VP - MEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035918
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FUND EDUCATIONAL NEEDS IN ELEMENTARY SCHOOL.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 174 INSURANCE 395 BANK SERVICE CHARGE 2 CLASSROOM MATERIALS 11,806 ENVIROMENTAL CONCERNS 643 FIFTH GRADE PROMOTION 560 1ST YR PTA CONTRIBUTION 50 FOUNDERS DAY TICKETS 63 HOSPITALITY 1,614 SCHOLARSHIPS 1,275 LEADER IN ME 4,000 MEMBERSHIP 988 PTA COUNCIL DUES 65 PROGRAMS 5,417 SCHOOLWIDE READING PROG 1,500 STUDENT FIELD TRIPS 6,384 YOUTH PROTECTION 982 TOTAL 35,918
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATRINA STOCKDALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02103978050
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KUENTZ ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0KUEN
ReturnHeader/Filer/EIN0800404554
ReturnHeader/Filer/PhoneNum02103978050
ReturnHeader/Filer/USAddress/AddressLine1Txt012303 LESLIE ROAD
ReturnHeader/Filer/USAddress/CityNm0HELOTES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078023
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ReturnHeader/FilingSecurityInformation/IPDt02018-08-29
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812797198
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1229
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HELOTES
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0780231229
ReturnHeader/PreparerPersonGrp/PhoneNum02106953221
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD KRAMPE
ReturnHeader/ReturnTs02018-08-29T09:46:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings