Civic Intelligence

Orvis Risner PTA

990EZ • Fiscal year 2024 • EIN 06-1726852

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 15, 2024

2801 S Rankin StEdmond, OK 73013

(405) 715-1032

Siviq Scores

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Balance Sheet

Assets

Up

$60,193

Up $8,750 (+17%) from 2023

Net Assets

Up

$60,193

Up $8,750 (+17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Down

$33,566

Down $5,189 (-13%) from 2023

Expenses

Down

$24,816

Down $6,115 (-20%) from 2023

Net Income

Up

$8,750

Up $926 (+12%) 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 2017: $56,920Liabilities 2017: $0Net Assets 2017: $56,9202017Assets 2018: $38,322Liabilities 2018: $0Net Assets 2018: $38,3222018Assets 2019: $46,176Liabilities 2019: $0Net Assets 2019: $46,1762019Assets 2020: $35,320Liabilities 2020: $0Net Assets 2020: $35,3202020Assets 2021: $29,533Liabilities 2021: $0Net Assets 2021: $29,5332021Assets 2022: $43,615Liabilities 2022: $0Net Assets 2022: $43,6152022Assets 2023: $51,443Liabilities 2023: $0Net Assets 2023: $51,4432023Assets 2024: $60,193Liabilities 2024: $0Net Assets 2024: $60,1932024Assets 2025: $65,660Net Assets 2025: $65,6602025

Highlighted filing

2024

Assets$60,193
Liabilities$0
Net Assets$60,193

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2017: $38,052Expenses 2017: $36,054Net Income 2017: $1,9982017Revenue 2018: $25,335Expenses 2018: $43,933Net Income 2018: -$18,5982018Revenue 2019: $56,499Expenses 2019: $48,645Net Income 2019: $7,8542019Revenue 2020: $32,737Expenses 2020: $43,593Net Income 2020: -$10,8562020Revenue 2021: $7,024Expenses 2021: $12,811Net Income 2021: -$5,7872021Revenue 2022: $45,636Expenses 2022: $31,554Net Income 2022: $14,0822022Revenue 2023: $38,755Expenses 2023: $30,931Net Income 2023: $7,8242023Revenue 2024: $33,566Expenses 2024: $24,816Net Income 2024: $8,7502024Revenue 2025: $17,360Expenses 2025: $11,893Net Income 2025: $5,4672025

Highlighted filing

2024

Revenue$33,566
Expenses$24,816
Net Income$8,750
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 15, 2024
Return Version
2023v5.0
Gross Receipts
$42,095
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, community and place of worship; to raise the standards of home life; to secure adequate laws for the care and protection of children and youth; to bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth; and, to develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social and spiritual education.

Program Services

DescriptionGrantsExpenses
PROVIDE SPECIAL EVENTS, SUCH AS BOOK FAIR, FIELD TRIPS, TEACHER APPRECIATION, FAMILY SOCIAL ACTIVITIES; SPONSOR YEARBOOK AND DIRECTORY PUBLICATIONS.-$10,359
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER WRIGHTPresident-$0--
CANDACE HASZTOTreasurer-$0--
ANCIE MADDENVP Of Member-$0--
AMANDA HALBERTVP Of Fundra-$0--
APRIL GREENSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$15,064$15,064-$15,064
Holiday Store$9,303$9,303-$9,303
Total Events$30,901$30,901-$30,901
Filing and Contact Details

Filer

Filer Name
Orvis Risner Pta
EIN
06-1726852
Phone
4057151032
Address
2801 S RANKIN ST, EDMOND, OK 73013

Signing Officer

Name
Jennifer Wright
Title
President
Phone
4055706357
Signed
2024-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Hale & Company CPA Pc
Address
1300 E 15TH ST STE 150, EDMOND, OK 73013
Preparer
James R Hale
Phone
4053306000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Fall fundraiser fundraiser expenses 137 holiday store fundraiser expenses 8,373 glow run fundraiser expenses 4,254 expenses insurance 525 popcorn/popsicles 526 print shop 310 pta supplies/expenses 170 teacher appreciation 3,082 classroom grants/money 3,034 5th grade celebrations 383 woot woot wagon 1,372 sign gypsy 149 pta memberships 493 donuts with dear ones 642 birthday bags 685 yearbooks 176 total 24,311

Form 990-ez, Part III

To promote the welfare of children and youth in home, school, community and place of worship; to raise the standards of home life; to secure adequate laws for the care and protection of children and youth; to bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth; and, to develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social and spiritual education.

Raw XML Appendix158 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA HALBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4APRIL GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF FUNDRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024311
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP; TO RAISE THE STANDARDS OF HOME LIFE; TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH; TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH; AND, TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL AND SPIRITUAL EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SPECIAL EVENTS, SUCH AS BOOK FAIR, FIELD TRIPS, TEACHER APPRECIATION, FAMILY SOCIAL ACTIVITIES; SPONSOR YEARBOOK AND DIRECTORY PUBLICATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010359
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FALL FUNDRAISER FUNDRAISER EXPENSES 137 HOLIDAY STORE FUNDRAISER EXPENSES 8,373 GLOW RUN FUNDRAISER EXPENSES 4,254 EXPENSES INSURANCE 525 POPCORN/POPSICLES 526 PRINT SHOP 310 PTA SUPPLIES/EXPENSES 170 TEACHER APPRECIATION 3,082 CLASSROOM GRANTS/MONEY 3,034 5TH GRADE CELEBRATIONS 383 WOOT WOOT WAGON 1,372 SIGN GYPSY 149 PTA MEMBERSHIPS 493 DONUTS WITH DEAR ONES 642 BIRTHDAY BAGS 685 YEARBOOKS 176 TOTAL 24,311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP; TO RAISE THE STANDARDS OF HOME LIFE; TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH; TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH; AND, TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL AND SPIRITUAL EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04055706357
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORVIS RISNER PTA
ReturnHeader/Filer/BusinessNameControlTxt0ORVI
ReturnHeader/Filer/EIN0061726852
ReturnHeader/Filer/PhoneNum04057151032
ReturnHeader/Filer/USAddress/AddressLine1Txt02801 S RANKIN ST
ReturnHeader/Filer/USAddress/CityNm0EDMOND
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731486189
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04053306000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HALE
ReturnHeader/ReturnTs02024-10-14T19:26:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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