Civic Intelligence

Huffman Elemtary PTO Inc

EIN 81-2704902 • 501(c)3 • Huffman, TX

990-N Coverage

Profile

ServicesResources to StudentsTeachers

24405 E Lake Houston PkwyHuffman, TX 77336

gmail.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

39th percentile

-2.9%

Higher net margin than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

44th percentile

-5.8%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

30%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$19,928

Down $1,227 (-5.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

$19,928

No earlier filing loaded for comparison.

Revenue

Up

$41,915

Up $9,668 (+30%) from 2018

Expenses

Up

$43,142

Up $14,366 (+50%) from 2018

Net Income

Down

-$1,227

Down $4,698 (-135%) from 2018

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2017: $17,684Liabilities 2017: $0Net Assets 2017: $17,6842017Assets 2018: $21,155Liabilities 2018: $02018Assets 2019: $19,928Liabilities 2019: $0Net Assets 2019: $19,9282019

Highlighted filing

2019

Assets$19,928
Liabilities$0
Net Assets$19,928

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2017: $42,508Expenses 2017: $37,200Net Income 2017: $5,3082017Revenue 2018: $32,247Expenses 2018: $28,776Net Income 2018: $3,4712018Revenue 2019: $41,915Expenses 2019: $43,142Net Income 2019: -$1,2272019

Highlighted filing

2019

Revenue$41,915
Expenses$43,142
Net Income-$1,227

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 5, 2019
Return Version
2018v3.1
Gross Receipts
$92,340
Mission and Program Overview

Mission

ServicesResources to StudentsTeachers

Program Services

DescriptionGrantsExpenses
Purchase of new playground equipment-$14,420
Teacher Hospitality GiftsPurchase of supplies for classrooms-$13,301
Student Awards and Programs such as Field TripsPartiesAnti Bullying AssemblyBreakfastSTAARS SnacksRed Ribbon Week Events-$11,524
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shanna FerrellTreasurerPT$0--
Kristen MagbyPresidentPT$0--
Ashley FuterfasSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Huffman Elementary PTO
EIN
81-2704902
Address
24405 E Lake Houston Pkwy, Huffman, TX 77336

Signing Officer

Name
Shanna Ferrell
Title
Treasurer
Signed
2019-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Colin Weatherly
Address
PO Box 1006, Huffman, TX 77336
Preparer
Colin Weatherly
Phone
2813246150
Supplemental Narrative

Additional Explanations

General explanation attachment

Tax return is being submitted late due to the previous treasurer moving out of the area and resigning her position. The listed organization is a PTO, non profit, school organization. The current treasurer took over in May and had to compile the books of income and expenses for the preparation of the tax return. New board members take over each year and are not always made aware of the requirements to file a tax return each year. A discussion with the current board along with an information sheet has been added to the information packet passed on to the new board members each year outlining the requirements and deadlines for submitting the required 990EZ of this organization. We are asking for a waiver of any late filing fees/penalties due to the above circumstances.

Description of other revenue Part I line 8

Description AmountTransfer from Ben Bowen/PTO Merger 9,117

List of grants and similar amounts paid Part I line 10

Activity Teacher Gifts and Supplies for Classroom Amount 13,301Activity Students Awards and Programs during School Amount 11,524Activity New Playground Equipment Amount 14,420

Description of other expenses Part I line 16

Description AmountLegal 922Office Expense 695Insurance 484Meeting Expense 504Garden Expenses 1,292

Raw XML Appendix155 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/PersonNm0Shanna Ferrell
IRS990EZ/BooksInCareOfDetail/PhoneNum02813245280
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt024405 E Lake Houston Pkwy
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Huffman
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077336
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021155
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019928
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02304
IRS990EZ/CostOfGoodsSoldAmt050425
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1227
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021155
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019928
IRS990EZ/FundraisingGrossIncomeAmt013900
IRS990EZ/GrantsAndSimilarAmountsPaidAmt039245
IRS990EZ/GrossProfitLossSlsOfInvntryAmt016593
IRS990EZ/GrossReceiptsAmt092340
IRS990EZ/GrossSalesOfInventoryAmt067018
IRS990EZ/GroupExemptionNum05271
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021155
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019928
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021155
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019928
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shanna Ferrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kristen Magby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ashley Futerfas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt03897
IRS990EZ/OtherRevenueTotalAmt09117
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ServicesResources to StudentsTeachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher Hospitality GiftsPurchase of supplies for classrooms
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student Awards and Programs such as Field TripsPartiesAnti Bullying AssemblyBreakfastSTAARS SnacksRed Ribbon Week Events
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Purchase of new playground equipment
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013301
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111524
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214420
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt013900
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043142
IRS990EZ/TotalProgramServiceExpensesAmt039245
IRS990EZ/TotalRevenueAmt041915
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0[email protected]
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010926
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt076135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt049031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt027827
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0152993
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt013900
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt080208
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt094108
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0258027
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt092339
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053766
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0111922
IRS990ScheduleA/Total509Grp/TotalAmt0258027
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt092340
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0111922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0258028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Tax return is being submitted late due to the previous treasurer moving out of the area and resigning her position. The listed organization is a PTO, non profit, school organization. The current treasurer took over in May and had to compile the books of income and expenses for the preparation of the tax return. New board members take over each year and are not always made aware of the requirements to file a tax return each year. A discussion with the current board along with an information sheet has been added to the information packet passed on to the new board members each year outlining the requirements and deadlines for submitting the required 990EZ of this organization. We are asking for a waiver of any late filing fees/penalties due to the above circumstances.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountTransfer from Ben Bowen/PTO Merger 9,117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Teacher Gifts and Supplies for Classroom Amount 13,301Activity Students Awards and Programs during School Amount 11,524Activity New Playground Equipment Amount 14,420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountLegal 922Office Expense 695Insurance 484Meeting Expense 504Garden Expenses 1,292
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shanna Ferrell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Huffman Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0HUFF
ReturnHeader/Filer/EIN0812704902
ReturnHeader/Filer/USAddress/AddressLine1Txt024405 E Lake Houston Pkwy
ReturnHeader/Filer/USAddress/CityNm0Huffman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077336
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D41B5951D08F662C9FF30F4B2EFC409D481F01BF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D41B5951D08F662C9FF30F4B2EFC409D481F01BF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07619542019340zaebomt
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-12-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.195.60.21
ReturnHeader/FilingSecurityInformation/IPDt02019-12-06
ReturnHeader/FilingSecurityInformation/IPTm014:36:31
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Colin Weatherly
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1006
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huffman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077336
ReturnHeader/PreparerPersonGrp/PhoneNum02813246150
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Colin Weatherly
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-12-06T14:36:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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