Civic Intelligence

Donald Leonetti Elementary Parent Teacher Organization

990 • Fiscal year 2023 • EIN 82-2320994

Jul 01, 2022 to Jun 30, 2023 • Filed on May 08, 2024

9119 Highway 6 230Missouri City, TX 77459

(713) 253-4544

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

80th percentile

28%

Higher net margin than 80% 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

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

68th percentile

24%

Faster revenue growth than 68% of similar nonprofits.

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

Assets

Up

$187,345

Up $31,451 (+20%) from 2022

Net Assets

Up

$185,109

Up $31,451 (+20%) from 2022

Liabilities

Flat

$2,236

Flat from 2022

Revenue

Up

$112,560

Up $21,860 (+24%) from 2022

Expenses

Up

$81,109

Up $31,467 (+63%) from 2022

Net Income

Down

$31,451

Down $9,607 (-23%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2020: $77,369Liabilities 2020: $02020Assets 2021: $111,768Liabilities 2021: $320Net Assets 2021: $111,4482021Assets 2022: $155,894Liabilities 2022: $2,236Net Assets 2022: $153,6582022Assets 2023: $187,345Liabilities 2023: $2,236Net Assets 2023: $185,1092023Assets 2024: $246,282Liabilities 2024: $2,236Net Assets 2024: $244,0462024

Highlighted filing

2023

Assets$187,345
Liabilities$2,236
Net Assets$185,109

Operations Trend

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

$150K$100K$50K$0Revenue 2020: $43,505Expenses 2020: $15,231Net Income 2020: $28,2742020Revenue 2021: $70,540Expenses 2021: $36,461Net Income 2021: $34,0792021Revenue 2022: $90,700Expenses 2022: $49,642Net Income 2022: $41,0582022Revenue 2023: $112,560Expenses 2023: $81,109Net Income 2023: $31,4512023Revenue 2024: $126,832Expenses 2024: $67,895Net Income 2024: $58,9372024

Highlighted filing

2023

Revenue$112,560
Expenses$81,109
Net Income$31,451
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 8, 2024
Return Version
2022v5.0
Gross Receipts
$214,707
Mission and Program Overview

Mission

We are dedicated to improving the educational experience of all students at Leonetti Elementary School. We are committed to making Leonetti Elementary School the best place for students, teachers, staff, and parents.

The mission of the donald leonetti elementary parent teacher organization is to provide support and enhancement of the education and welfare of our students and to promote open communication among the administration, teachers, parents and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$155,894$187,345▲ $31,451
Rtn Earn Endowment Incm Other Fnds$153,658$185,109▲ $31,451
Total Assets$155,894$187,345▲ $31,451
Liabilities
Other Liabilities$2,236$2,236→ $0
Total Liabilities$2,236$2,236→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$153,658$185,109▲ $31,451
Total Liabilities and Net Assets / Fund Balance$155,894$187,345▲ $31,451
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kristi HansenPresident
Natasha JacksonEducational
Mattie GivensFundraising
Kharla KendallParliamentar
Joshua JenkinsPublic Coord
Meri SampsonSecretary
Michelle ParadaStaff Apprec
Shaina KarabinStudent Acti
Mary Beth BajikarTeacher Rep
Fran MaysTreasurer
Melissa DelagarzaVice Preside
Laroyshia MclaughlinVips Coordin
Revenue and Support

Revenue Composition

Contributions and Grants
$914
Program Service Revenue
$47,554
Investment Income
$11
Other Revenue
$64,081
All Other Contributions
$914
Change in Net Assets
$31,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,109
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$10,500--$10,500
Other Expenses$5,775--$5,775
Grants to Domestic Orgs$5,000--$5,000
Fees for Services Accounting$1,460--$1,460
Fees for Services Legal$525--$525
Insurance$276--$276
Office Expenses$161--$161
Total Functional Expenses$81,109$0$0$81,109
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$165,323
Fundraising Direct Expenses$102,147
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$125,403$125,403$85,344$40,059
Palooza - Fall$36,135$36,135$13,831$22,304
Total Events$161,538$161,538$101,370$60,168
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$2,236
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A review by the board will be conducted.

Form 990, Page 6, Part VI, Line 19

Documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Donald Leonetti Elementary Pto
EIN
82-2320994
Phone
7132534544
Address
9119 HIGHWAY 6 230, MISSOURI CITY, TX 77459

Signing Officer

Name
Fran Mays
Title
Treasurer
Phone
7132534544
Signed
2024-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fran Mays
Formed
2017
Voting Board Members
421
Independent Board Members
421
Employees
0
Volunteers
111

Preparer

Firm
Summiton Financial LLC
Address
8215 FALLING WATER CT, SUGAR LAND, TX 77478-4751
Preparer
Joanne Gore
Phone
7135918152
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the donald leonetti elementary parent teacher organization is to provide support and enhancement of the education and welfare of our students and to promote open communication among the administration, teachers, parents and community.

Form 990, Page 2, Part III, Line 4D

Staff appreciation: celebrates teacher birthdays each month, recognizes custodians. Bus drivers, cafeteria, administrative and nursing staff with treats, provides a luncheon for back to school, distributes school supplies once per year, offers a full teacher appreciation week celebration and more .

Form 990, Part IX, Line 24E

Vips expenses 4,579 0 0 misc expenses 2,841 0 0 president expenses 1,554 0 0 dues & subscriptions 1,176 0 0 publicity expense 231 0 0 bank fees 119 0 0 total 10,500 0 0

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE DONALD LEONETTI ELEMENTARY PARENT TEACHER ORGANIZATION IS TO PROVIDE SUPPORT AND ENHANCEMENT OF THE EDUCATION AND WELFARE OF OUR STUDENTS AND TO PROMOTE OPEN COMMUNICATION AMONG THE ADMINISTRATION, TEACHERS, PARENTS AND COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STAFF APPRECIATION: CELEBRATES TEACHER BIRTHDAYS EACH MONTH, RECOGNIZES CUSTODIANS. BUS DRIVERS, CAFETERIA, ADMINISTRATIVE AND NURSING STAFF WITH TREATS, PROVIDES A LUNCHEON FOR BACK TO SCHOOL, DISTRIBUTES SCHOOL SUPPLIES ONCE PER YEAR, OFFERS A FULL TEACHER APPRECIATION WEEK CELEBRATION AND MORE .
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A REVIEW BY THE BOARD WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4VIPS EXPENSES 4,579 0 0 MISC EXPENSES 2,841 0 0 PRESIDENT EXPENSES 1,554 0 0 DUES & SUBSCRIPTIONS 1,176 0 0 PUBLICITY EXPENSE 231 0 0 BANK FEES 119 0 0 TOTAL 10,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRAN MAYS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07132534544
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD LEONETTI ELEMENTARY PTO

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