Civic Intelligence

Santa Rita Elementary School PTO Inc

990EZ • Fiscal year 2023 • EIN 83-0371223

Aug 01, 2022 to Jul 31, 2023 • Filed on Jun 13, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

65th percentile

12%

Higher net margin than 65% 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

79th percentile

31%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

23rd percentile

-23%

Faster revenue growth than 23% of similar nonprofits.

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

Assets

Flat

$58,997

Flat from 2023

Net Assets

$58,997

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$52,863

Flat from 2023

Expenses

Flat

$46,409

Flat from 2023

Net Income

Flat

$6,454

Flat from 2023

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: $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: $58,997Net Assets 2023: $58,9972023Assets 2023: $58,997Liabilities 2023: $02023Assets 2024: $79,745Liabilities 2024: $02024

Highlighted filing

2023

Assets$58,997
Liabilities-
Net Assets$58,997

Operations Trend

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 2023: $52,863Expenses 2023: $46,409Net Income 2023: $6,4542023Revenue 2024: $44,335Expenses 2024: $23,488Net Income 2024: $20,8472024

Highlighted filing

2023

Revenue$52,863
Expenses$46,409
Net Income$6,454
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Jun 13, 2024
Return Version
2022v5.0
Gross Receipts
$57,866
Mission and Program Overview

Mission

Support santa rita elementary school.

Program Services

DescriptionGrantsExpenses
TEACHER/STAFF SUPPORT COSTS/EDUCATION/ENRICHMENT$0$44,344
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHET GASSETTPresident-$0--
LARA COLEMAN SLAUGHTERVP-$0--
JENNIFER COUNTSSecretary-$0--
CRYSTAL NELMSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festival$11,355$11,355-$11,355
Catalog$10,499$10,499-$10,499
Total Events$42,058$42,058-$42,058
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
Crystal Nelms
Title
Treasurer
Phone
3256593672
Signed
2024-06-13
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 442.

Form 990EZ, Part I, Line 16

PTO OPERATIONS 1623.

Form 990EZ, Part I, Line 16

PTO PROGRAMS 35207.

Form 990EZ, Part I, Line 16

YEARBOOK EXPENSE 5424.

Form 990EZ, Part I, Line 16

Special projects expense 3713.

Form 990EZ, Part I, Line 20

Balancing to place balances in agreement 7659.

Raw XML Appendix184 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANGELO
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHET GASSETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LARA COLEMAN SLAUGHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER COUNTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CRYSTAL NELMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt07659
IRS990EZ/OtherExpensesTotalAmt046409
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT SANTA RITA ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER/STAFF SUPPORT COSTS/EDUCATION/ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044344
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05003
IRS990EZ/SpecialEventsNetIncomeLossAmt037055
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046409
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IRS990EZ/TotalRevenueAmt052863
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015808
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017384
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013121
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt079752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt037055
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt046718
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt027956
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt053371
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0210642
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0290394
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064102
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063527
IRS990ScheduleA/Total509Grp/TotalAmt0290394
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0290394
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Festival
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CATALOG
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011355
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010499
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020204
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042058
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011355
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010499
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt020204
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042058
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042058
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMIN FUND EXPENSE 442.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTO OPERATIONS 1623.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTO PROGRAMS 35207.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YEARBOOK EXPENSE 5424.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPECIAL PROJECTS EXPENSE 3713.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BALANCING TO PLACE BALANCES IN AGREEMENT 7659.
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 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRYSTAL NELMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03256593672
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-13
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752423132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANNA M THOMAS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1548
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANGELO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076902
ReturnHeader/PreparerPersonGrp/PhoneNum03256590050
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anna M Thomas
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-06-14T10:42:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CRYSTAL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NELMS
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2023Detailed filing. Detailed filing data is available for this year.$59.0$59.0$52.9$46.4$6.45
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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