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Old Union Elementary School PTO FY2023 filing

Tax-deductible

Southlake, TX501(c)(3)EducationEIN 75-2949157Revenue $325K in FY2023

On file with the IRS1050 S Carroll Ave, 76092-8780 · Southlake, TXTax-exempt since Sep 2002Publicly supported — 509(a)(2)

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Parent teacher organization was formed to support the School, staff and students

501(c)(3) charity; gifts are tax-deductible.
67¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average deficit $4K a year · 1% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
67%
of spending
Fine: 67% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
8 mo
of spending, in cash
Looks good: 7.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $500
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$325K
+44% vs prior year
Spent
$269K
To programs
67%
Net assets
$170K
By yearFY2021–FY2025
Revenue
$325K
FY2023▲ +44%
Tap a bar for its year
Revenue by fiscal year
FY2021$147K
FY2022$225K
FY2023$325K
FY2024$362K
FY2025$350K
Expenses
$269K
FY2023▲ +10%
Tap a bar for its year
Expenses by fiscal year
FY2021Not on file
FY2022$244K
FY2023$269K
FY2024$453K
FY2025$309K
Net assets
$170K
FY2023▲ +48%
Tap a bar for its year
Net assets by fiscal year
FY2021$134K
FY2022$115K
FY2023$170K
FY2024$79K
FY2025$120K

From the FY2023 Form 990 (year ending June 2023) · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

67 cents of each dollar spent went to programs.

Program services 67% · $182K Management & general 12% · $31K Fundraising 21% · $57K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Emily Bayne
Treasurer
$0Pt VII · Sec A
Lauren Burto
VP Programs
$0Pt VII · Sec A
Noreen Kane
VP Fall Fund
$0Pt VII · Sec A
$0Pt VII · Sec A
Nikita Kennedy
VP Disbursem
$0Pt VII · Sec A
Marie Maloberti
VP Sprng Fun
$0Pt VII · Sec A
Lindsay McGowan
Past Treasur
$0Pt VII · Sec A
Lauren Nelson
VP Communica
$0Pt VII · Sec A
See Old Union Elementary School PTO executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports the school, staff, and students through fundraising and volunteer efforts.

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Provided by the organization

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3 programs · $182K · in their own filed words · FY2022
01

Staff development costs, inclduing continuing education opportunities, certification courses and programs

$165Kprogram expense
02

BUILDING/ROOM enhancement items and recycling programs

$17Kprogram expense
03

Purchase of educational materials, including reference materials, books, study aids, etc.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Fidelity FoundationFY2024$250
Texas Instruments FoundationFY2024$250
Total grants receivedfrom 2 funders$500

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$325K
Ln 12
Gifts and grantsLn 1h$182K
Other incomeLn 4–11$143K
Money outPt IX
$269K
Ln 25
Programscol B$182K
Managementcol C$31K
Fundraisingcol D$57K
Owns and owesPt X
$170K
net assets · Ln 32
Cash and savingsLn 1–2$170K
Total assetsLn 16$170K
LiabilitiesLn 26$0
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$182K
Other incomeLn 4–11$143K
Total revenueLn 12$325K
Assets in detailPt X, end of year
CashLn 1$170K
Cash and savings togetherLn 1–2$170K
Total assetsLn 16$170K
LiabilitiesLn 26$0
Net assetsLn 32$170K
OperationsPt I, VI
EmployeesI 50
VolunteersI 653
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$115K$170K
Total assetsLn 16$115K$170K
LiabilitiesLn 26$0$0
Net assetsLn 32$115K$170K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$675$675
InsuranceLn 23$550$550
Other expenses (24a–d)Ln 24$229K$161K$17K$52K
All other expensesLn 24e$39K$21K$13K$5K
Total functional expensesLn 25$269K$182K$31K$57K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $350K$309K$41K$120K 990 PDF
FY2024 $362K$453K−$91K$79K 990 PDF
FY2023 Viewing $325K$269K$55K$170K 990 PDF
FY2022 $225K$244K−$19K$115K 990 PDF
FY2021 $147K$134K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $324,718 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $138,385$181,876
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenuePrior year $86,340$142,842
I-12 Total revenuePrior year $224,725$324,718
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $244,011$269,491
I-18 Total expensesPrior year $244,011$269,491
I-19 Revenue less expensesPrior year −$19,286$55,227
Part VI · Governance 11 of 11 board members independent, 4 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $324,718 across 5 lines filed
Lines not itemized here account for $28,644 of total revenue; see the IRS return.
VIII-1b Membership dues$11,175
VIII-1f All other contributions, gifts and grants$170,701
VIII-1h Total contributions, gifts and grants$181,876
VIII-8 Net income from fundraising events$114,198
VIII-12 Total revenueRelated to mission $28,644$324,718
Part IX · Statement of functional expenses $269,491 across 4 lines filed
IX-11c Accounting feesManagement $675$675
IX-23 InsuranceManagement $550$550
IX-24 Other expenses (24a–d)Programs $160,963 · Management $16,672 · Fundraising $51,829$229,464
IX-24e All other expensesPrograms $20,614 · Management $13,347 · Fundraising $4,841$38,802
IX-25 Total functional expensesPrograms $181,577 · Management $31,244 · Fundraising $56,670$269,491
Part X · Balance sheet $170,193 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $114,966$170,193
X-16 Total assetsStart of year $114,966$170,193
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $114,966$170,193
X-32 Total net assets or fund balancesStart of year $114,966$170,193
X-33 Total liabilities and net assetsStart of year $114,966$170,193
Part XI · Reconciliation of net assets $170,193 net assets at year end
XI-1 Total revenue$324,718
XI-2 Total expenses$269,491
XI-3 Revenue less expenses$55,227
XI-4 Net assets at start of year$114,966
XI-10 Net assets at end of year$170,193

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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