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Old Union Elementary School PTO FY2024 filing

Tax-deductible

Southlake, TX501(c)(3)EducationEIN 75-2949157Revenue $362K in FY2024

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.
81¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · 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
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 2.1 months of spending in cash; 1 to 3.
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
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$362K
+11% vs prior year
Spent
$453K
To programs
81%
Net assets
$79K
By yearFY2021–FY2025
Revenue
$362K
FY2024▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2021$147K
FY2022$225K
FY2023$325K
FY2024$362K
FY2025$350K
Expenses
$453K
FY2024▲ +68%
Tap a bar for its year
Expenses by fiscal year
FY2021Not on file
FY2022$244K
FY2023$269K
FY2024$453K
FY2025$309K
Net assets
$79K
FY2024▼ -53%
Tap a bar for its year
Net assets by fiscal year
FY2021$134K
FY2022$115K
FY2023$170K
FY2024$79K
FY2025$120K

From the FY2024 Form 990 (year ending June 2024) · see the original

990 PDF Claim
You’re viewing the FY2024 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

81 cents of each dollar spent went to programs.

Program services 81% · $368K Management & general 9% · $42K Fundraising 9% · $43K

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

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
Emily Bayne
Past Treasur
$0Pt VII · Sec A
Tammy Hubbard
VP Volunteer
$0Pt VII · Sec A
Noreen Kane
President
$0Pt VII · Sec A
Cheryl Majors
Treasurer
$0Pt VII · Sec A
Marie Maloberti
VP Sprng Fun
$0Pt VII · Sec A
$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 · $368K · in their own filed words · FY2023
01

BUILDING/ROOM enhancement items and recycling programs

$283Kprogram expense
02

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

$85Kprogram 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 FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$362K
Ln 12
Gifts and grantsLn 1h$223K
Other incomeLn 4–11$139K
Money outPt IX
$453K
Ln 25
Programscol B$368K
Managementcol C$42K
Fundraisingcol D$43K
Owns and owesPt X
$79K
net assets · Ln 32
Cash and savingsLn 1–2$79K
Total assetsLn 16$79K
LiabilitiesLn 26$0
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$223K
Other incomeLn 4–11$139K
Total revenueLn 12$362K
Assets in detailPt X, end of year
CashLn 1$79K
Cash and savings togetherLn 1–2$79K
Total assetsLn 16$79K
LiabilitiesLn 26$0
Net assetsLn 32$79K
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 FY24End FY24
Cash and savingsLn 1–2$170K$79K
Total assetsLn 16$170K$79K
LiabilitiesLn 26$0$0
Net assetsLn 32$170K$79K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$675$675
InsuranceLn 23$685$685
Other expenses (24a–d)Ln 24$364K$313K$17K$34K
All other expensesLn 24e$87K$55K$24K$8K
Total functional expensesLn 25$453K$368K$42K$43K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $350K$309K$41K$120K 990 PDF
FY2024 Viewing $362K$453K−$91K$79K 990 PDF
FY2023 $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 FY2024 990 (6 parts)
Part I · Summary $361,965 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $181,876$222,884
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenuePrior year $142,842$139,081
I-12 Total revenuePrior year $324,718$361,965
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 $269,491$452,910
I-18 Total expensesPrior year $269,491$452,910
I-19 Revenue less expensesPrior year $55,227−$90,945
Part VI · Governance 10 of 10 board members independent, 4 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
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 $361,965 across 5 lines filed
Lines not itemized here account for $21,433 of total revenue; see the IRS return.
VIII-1b Membership dues$11,681
VIII-1f All other contributions, gifts and grants$211,203
VIII-1h Total contributions, gifts and grants$222,884
VIII-8 Net income from fundraising events$117,648
VIII-12 Total revenueRelated to mission $21,433$361,965
Part IX · Statement of functional expenses $452,910 across 4 lines filed
IX-11c Accounting feesManagement $675$675
IX-23 InsuranceManagement $685$685
IX-24 Other expenses (24a–d)Programs $312,893 · Management $16,861 · Fundraising $34,477$364,231
IX-24e All other expensesPrograms $55,243 · Management $23,922 · Fundraising $8,154$87,319
IX-25 Total functional expensesPrograms $368,136 · Management $42,143 · Fundraising $42,631$452,910
Part X · Balance sheet $79,248 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $170,193$79,248
X-16 Total assetsStart of year $170,193$79,248
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $170,193$79,248
X-32 Total net assets or fund balancesStart of year $170,193$79,248
X-33 Total liabilities and net assetsStart of year $170,193$79,248
Part XI · Reconciliation of net assets $79,248 net assets at year end
XI-1 Total revenue$361,965
XI-2 Total expenses$452,910
XI-3 Revenue less expenses−$90,945
XI-4 Net assets at start of year$170,193
XI-10 Net assets at end of year$79,248

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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