Civic Intelligence

Santa Rita Elementary School PTO Inc

990EZ • Fiscal year 2017 • EIN 83-0371223

Aug 01, 2016 to Jul 31, 2017 • Filed on Jun 08, 2018

Organization ProfileN/A
615 South MadisonSan Angelo, TX 76901

(325) 659-3672

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

6th percentile

-75%

Higher net margin than 6% 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

8th percentile

-55%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,063

Down $27,841 (-55%) from 2016

Net Assets

Down

$23,063

Down $27,841 (-55%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$37,204

Down $14,481 (-28%) from 2016

Expenses

Up

$65,045

Up $29,317 (+82%) from 2016

Net Income

Down

-$27,841

Down $43,798 (-274%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$80K$60K$40K$20K$0Assets 2011: $27,234Net Assets 2011: $27,2342011Assets 2012: $20,314Liabilities 2012: $02012Assets 2013: $21,568Liabilities 2013: $02013Assets 2014: $35,275Net Assets 2014: $35,2752014Assets 2015: $34,947Net Assets 2015: $34,9472015Assets 2016: $50,904Net Assets 2016: $50,9042016Assets 2017: $23,063Net Assets 2017: $23,0632017Assets 2018: $26,063Net Assets 2018: $26,0632018Assets 2019: $0Net Assets 2019: $26,0632019Assets 2020: $28,355Liabilities 2020: $02020Assets 2021: $49,203Net Assets 2021: $49,2032021Assets 2022: $44,884Net Assets 2022: $44,8842022Assets 2023: $58,997Liabilities 2023: $02023Assets 2024: $79,745Liabilities 2024: $02024

Highlighted filing

2017

Assets$23,063
Liabilities-
Net Assets$23,063
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

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

$100K$50K$0-$50KRevenue 2011: $21,217Expenses 2011: $21,217Net Income 2011: $02011Revenue 2012: $19,790Expenses 2012: $23,394Net Income 2012: -$3,6042012Revenue 2013: $23,696Expenses 2013: $22,442Net Income 2013: $1,2542013Revenue 2014: $42,725Expenses 2014: $29,018Net Income 2014: $13,7072014Revenue 2015: $46,216Expenses 2015: $46,544Net Income 2015: -$3282015Revenue 2016: $51,685Expenses 2016: $35,728Net Income 2016: $15,9572016Revenue 2017: $37,204Expenses 2017: $65,045Net Income 2017: -$27,8412017Revenue 2018: $33,732Expenses 2018: $30,732Net Income 2018: $3,0002018Revenue 2019: $02019Revenue 2020: $18,416Expenses 2020: $23,674Net Income 2020: -$5,2582020Revenue 2021: $51,513Expenses 2021: $30,665Net Income 2021: $20,8482021Revenue 2022: $68,825Expenses 2022: $73,144Net Income 2022: -$4,3192022Revenue 2023: $52,863Expenses 2023: $46,409Net Income 2023: $6,4542023Revenue 2024: $44,335Expenses 2024: $23,488Net Income 2024: $20,8472024

Highlighted filing

2017

Revenue$37,204
Expenses$65,045
Net Income-$27,841
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jun 8, 2018
Return Version
2016v3.0
Gross Receipts
$59,276
Mission and Program Overview

Mission

Support santa rita elementary school.

Program Services

DescriptionGrantsExpenses
TEACHER/STAFF SUPPORT COSTS/EDUCATION/ENRICHMENT-$65,045
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI VON ROSENBERGPresident-$0--
ASHLEY THOMASVP-$0--
STEPHANIE DEIGNANRecording Secretary-$0--
TERI THOMASONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festival and Others$40,026$40,026$22,072$17,954
Total Events$40,026$40,026$22,072$17,954
Filing and Contact Details

Filer

Filer Name
Santa Rita Elementary School Pto Inc
EIN
83-0371223
Phone
3256593672
Address
615 SOUTH MADISON, SAN ANGELO, TX 76901

Signing Officer

Name
Teri Thomason
Title
Treasurer
Phone
3256593672
Signed
2018-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Anna M Thomas CPA
Address
PO BOX 1548, SAN ANGELO, TX 76902
Preparer
Anna M Thomas
Phone
3256590050
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Admin fund expense 42549.”

Form 990EZ, Part I, Line 16

“PTO OPERATIONS 125.”

Form 990EZ, Part I, Line 16

“PTO PROGRAMS 13142.”

Form 990EZ, Part I, Line 16

“SPECIAL PROJECTS 3752.”

Form 990EZ, Part I, Line 16

“SUNSHINE FUND 302.”

Form 990EZ, Part I, Line 16

“YEARBOOK EXPENSE 5175.”

Raw XML Appendix163 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/PersonNm0TERI THOMASON
IRS990EZ/BooksInCareOfDetail/PhoneNum03252273831
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0615 S MADISON
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANGELO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050904
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023063
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019250
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-27841
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050904
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023063
IRS990EZ/FundraisingGrossIncomeAmt040026
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt059276
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050904
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023063
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050904
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023063
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTI VON ROSENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE DEIGNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERI THOMASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065045
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT SANTA RITA ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER/STAFF SUPPORT COSTS/EDUCATION/ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065045
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022072
IRS990EZ/SpecialEventsNetIncomeLossAmt017954
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065045
IRS990EZ/TotalProgramServiceExpensesAmt065045
IRS990EZ/TotalRevenueAmt037204
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021228
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02919
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03229
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066520
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt040026
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt068427
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt056238
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt020467
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt020467
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0205625
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0272145
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059276
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088321
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt077466
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023386
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt023696
IRS990ScheduleA/Total509Grp/TotalAmt0272145
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0272145
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022072
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FESTIVAL AND OTHERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040026
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017954
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022072
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMIN FUND EXPENSE 42549.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTO OPERATIONS 125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTO PROGRAMS 13142.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SPECIAL PROJECTS 3752.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUNSHINE FUND 302.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5YEARBOOK EXPENSE 5175.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERI THOMASON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03256593672
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA RITA ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0830371223
ReturnHeader/Filer/PhoneNum03256593672
ReturnHeader/Filer/USAddress/AddressLine1Txt0615 SOUTH MADISON
ReturnHeader/Filer/USAddress/CityNm0SAN ANGELO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076901
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07097244D6E2BB21D635E73928C9A763622AFE770
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07097244D6E2BB21D635E73928C9A763622AFE770
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.195.53.97
ReturnHeader/FilingSecurityInformation/IPDt02018-06-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:06:21
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANNA M THOMAS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1548
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANGELO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076902
ReturnHeader/PreparerPersonGrp/PhoneNum03256590050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNA M THOMAS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-06-08T09:06:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
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
$23,063
Liabilities
-
Net assets
$23,063
Revenue
$37,204
Expenses
$65,045
Net income
-$27,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$79.7$0.00$44.3$23.5$20.8
2023Summary only. Only limited summary data is available for this year.$59.0$0.00$52.9$46.4$6.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.9$44.9$68.8$73.1$4.32
2021Detailed filing. Detailed filing data is available for this year.$49.2$49.2$51.5$30.7$20.8
2020Summary only. Only limited summary data is available for this year.$28.4$0.00$18.4$23.7$5.26
2019Detailed filing. Detailed filing data is available for this year.$0.00$26.1$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.1$26.1$33.7$30.7$3.00
2017Detailed filing. Detailed filing data is available for this year.$23.1$23.1$37.2$65.0$27.8
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.9$50.9$51.7$35.7$16.0
2015Detailed filing. Detailed filing data is available for this year.$34.9$34.9$46.2$46.5$0.33
2014Detailed filing. Detailed filing data is available for this year.$35.3$35.3$42.7$29.0$13.7
2013Summary only. Only limited summary data is available for this year.$21.6$0.00$23.7$22.4$1.25
2012Summary only. Only limited summary data is available for this year.$20.3$0.00$19.8$23.4$3.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$27.2$21.2$21.2$0.00