Civic Intelligence

PTA Maryland Congress of Parent and Teachers Inc.

990EZ • Fiscal year 2015 • EIN 20-1653134

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 06, 2016

Organization ProfileN/A
12828 Center DriveOcean City, MD 21842

(410) 632-5370

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

39th percentile

-0.3%

Higher net margin than 39% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

14th percentile

-33%

Faster asset growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

57%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$26,179

Down $12,989 (-33%) from 2014

Net Assets

Down

$26,179

Down $12,989 (-33%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Up

$54,350

Up $19,639 (+57%) from 2014

Expenses

Up

$54,524

Up $12,786 (+31%) from 2014

Net Income

Up

-$174

Up $6,853 (+98%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$60K$40K$20K$0Assets 2010: $16,571Net Assets 2010: $16,5712010Assets 2011: $27,160Liabilities 2011: $02011Assets 2012: $21,651Liabilities 2012: $02012Assets 2013: $33,380Net Assets 2013: $33,3802013Assets 2014: $39,168Net Assets 2014: $39,1682014Assets 2015: $26,179Net Assets 2015: $26,1792015Assets 2016: $31,220Net Assets 2016: $31,2202016Assets 2017: $48,112Liabilities 2017: $02017Assets 2018: $36,846Liabilities 2018: $02018Assets 2019: $29,263Net Assets 2019: $29,2632019Assets 2020: $32,531Net Assets 2020: $32,5312020Assets 2021: $24,162Net Assets 2021: $24,1622021Assets 2022: $29,586Net Assets 2022: $29,5862022Assets 2023: $25,934Net Assets 2023: $25,9342023Assets 2024: $25,441Net Assets 2024: $25,4412024Assets 2025: $44,765Net Assets 2025: $44,7652025

Highlighted filing

2015

Assets$26,179
Liabilities-
Net Assets$26,179
Open 2015 Filing

Operations Trend

Revenue Growth87th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $25,486Expenses 2010: $21,946Net Income 2010: $3,5402010Revenue 2011: $30,334Expenses 2011: $19,745Net Income 2011: $10,5892011Revenue 2012: $29,756Expenses 2012: $35,265Net Income 2012: -$5,5092012Revenue 2013: $34,700Expenses 2013: $22,971Net Income 2013: $11,7292013Revenue 2014: $34,711Expenses 2014: $41,738Net Income 2014: -$7,0272014Revenue 2015: $54,350Expenses 2015: $54,524Net Income 2015: -$1742015Revenue 2016: $53,218Expenses 2016: $48,175Net Income 2016: $5,0432016Revenue 2017: $45,092Expenses 2017: $28,203Net Income 2017: $16,8892017Revenue 2018: $55,828Expenses 2018: $67,095Net Income 2018: -$11,2672018Revenue 2019: $57,016Expenses 2019: $64,599Net Income 2019: -$7,5832019Revenue 2020: $49,558Expenses 2020: $46,288Net Income 2020: $3,2702020Revenue 2021: $2,166Expenses 2021: $10,534Net Income 2021: -$8,3682021Revenue 2022: $29,110Expenses 2022: $23,684Net Income 2022: $5,4262022Revenue 2023: $46,483Expenses 2023: $50,138Net Income 2023: -$3,6552023Revenue 2024: $45,782Expenses 2024: $46,274Net Income 2024: -$4922024Revenue 2025: $61,378Expenses 2025: $42,054Net Income 2025: $19,3242025

Highlighted filing

2015

Revenue$54,350
Expenses$54,524
Net Income-$174
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 6, 2016
Return Version
2014v6.0
Gross Receipts
$80,773
Mission and Program Overview

Mission

Support for students and educators

Program Services

DescriptionGrantsExpenses
FUNDRAISING TO PROMOTE ACTIVITIES FOR ELEMENTARY SCHOOL CHILDREN AND ASSISTANCE TO PROFESSIONAL EDUCATORS AS WELL AS SUPPORT FOR SCHOOL BUILDING PROJECTS-$54,078
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA FOHNERTreasurerPT$0--
KANDY DAVISPresidentPT$0--
JODY PURNELLVice PresidePT$0--
ALYSON KENDALLSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$33,059$33,059$5,099$27,960
Holiday Gift Sh$13,745$13,745$9,111$4,634
Total Events$61,074$61,074$23,512$37,562
Filing and Contact Details

Filer

Filer Name
Oces Pta Inc
EIN
20-1653134
Address
12828 CENTER DRIVE, OCEAN CITY, MD 21842

Signing Officer

Name
Christina Fohner
Title
Treasurer
Signed
2016-10-06

Preparer

Firm
Bergey & Company Pa
Address
616 WILLIAM ST, BERLIN, MD 21811
Preparer
James R Bergey Jr CPA
Phone
4106411101
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“SCRIPS 245 TOTAL 245”

Form 990-ez, Part I, Line 16

“Expenses 4th grade graduation 677 awards/rewards/incentives 1,532 bank service charges 44 christmas float 597 donations 300 dues 984 field day 284 field trips 3,200 guest speaker 400 insurance 201 laminating film 1,920 media/accelerated reader 3,084 miscellaneous 887 office supplies 109 pe equipment 791 periodicals 8,479 school shows 1,745 student of the month 225 supplies 39 taxes 75 teacher gifts 3,290 teacher meals/luncheons 1,215 technology 24,000 total 54,078”

Form 990-ez, Part I, Line 20

“Reverse 2013 adjustment -12,815”

Raw XML Appendix154 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/PersonNm0CHRISTINA FOHNER
IRS990EZ/BooksInCareOfDetail/PhoneNum04106325370
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012828 CENTER DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OCEAN CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021842
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039168
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026179
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07140
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-174
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0446
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039168
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026179
IRS990EZ/FundraisingGrossIncomeAmt073388
IRS990EZ/GrossReceiptsAmt080773
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039168
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026179
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039168
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026179
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINA FOHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KANDY DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JODY PURNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALYSON KENDALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-12815
IRS990EZ/OtherExpensesTotalAmt054078
IRS990EZ/OtherRevenueTotalAmt0245
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT FOR STUDENTS AND EDUCATORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING TO PROMOTE ACTIVITIES FOR ELEMENTARY SCHOOL CHILDREN AND ASSISTANCE TO PROFESSIONAL EDUCATORS AS WELL AS SUPPORT FOR SCHOOL BUILDING PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054078
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026423
IRS990EZ/SpecialEventsNetIncomeLossAmt046965
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054524
IRS990EZ/TotalProgramServiceExpensesAmt054078
IRS990EZ/TotalRevenueAmt054350
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06169
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037539
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt073388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt060536
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064073
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt023328
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018113
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0239438
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0276977
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080528
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070242
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029748
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030323
IRS990ScheduleA/Total509Grp/TotalAmt0276977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080528
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066136
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070242
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030323
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0276977
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023512
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY GIFT SH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033059
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061074
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033059
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061074
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037562
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09302
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023512
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05099
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09111
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCRIPS 245 TOTAL 245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 4TH GRADE GRADUATION 677 AWARDS/REWARDS/INCENTIVES 1,532 BANK SERVICE CHARGES 44 CHRISTMAS FLOAT 597 DONATIONS 300 DUES 984 FIELD DAY 284 FIELD TRIPS 3,200 GUEST SPEAKER 400 INSURANCE 201 LAMINATING FILM 1,920 MEDIA/ACCELERATED READER 3,084 MISCELLANEOUS 887 OFFICE SUPPLIES 109 PE EQUIPMENT 791 PERIODICALS 8,479 SCHOOL SHOWS 1,745 STUDENT OF THE MONTH 225 SUPPLIES 39 TAXES 75 TEACHER GIFTS 3,290 TEACHER MEALS/LUNCHEONS 1,215 TECHNOLOGY 24,000 TOTAL 54,078
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVERSE 2013 ADJUSTMENT -12,815
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINA FOHNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCES PTA INC
ReturnHeader/Filer/BusinessNameControlTxt0OCES
ReturnHeader/Filer/EIN0201653134
ReturnHeader/Filer/USAddress/AddressLine1Txt012828 CENTER DRIVE
ReturnHeader/Filer/USAddress/CityNm0OCEAN CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021842
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522279083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERGEY & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0616 WILLIAM ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BERLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021811
ReturnHeader/PreparerPersonGrp/PhoneNum04106411101
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R BERGEY JR CPA
ReturnHeader/ReturnTs02016-10-10T11:22:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,179
Liabilities
-
Net assets
$26,179
Revenue
$54,350
Expenses
$54,524
Net income
-$174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$44.8$44.8$61.4$42.1$19.3
2024Detailed filing. Detailed filing data is available for this year.$25.4$25.4$45.8$46.3$0.49
2023Detailed filing. Detailed filing data is available for this year.$25.9$25.9$46.5$50.1$3.66
2022Detailed filing. Detailed filing data is available for this year.$29.6$29.6$29.1$23.7$5.43
2021Detailed filing. Detailed filing data is available for this year.$24.2$24.2$2.17$10.5$8.37
2020Detailed filing. Detailed filing data is available for this year.$32.5$32.5$49.6$46.3$3.27
2019Detailed filing. Detailed filing data is available for this year.$29.3$29.3$57.0$64.6$7.58
2018Summary only. Only limited summary data is available for this year.$36.8$0.00$55.8$67.1$11.3
2017Summary only. Only limited summary data is available for this year.$48.1$0.00$45.1$28.2$16.9
2016Detailed filing. Detailed filing data is available for this year.$31.2$31.2$53.2$48.2$5.04
2015Detailed filing. Detailed filing data is available for this year.$26.2$26.2$54.4$54.5$0.17
2014Detailed filing. Detailed filing data is available for this year.$39.2$39.2$34.7$41.7$7.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.4$33.4$34.7$23.0$11.7
2012Summary only. Only limited summary data is available for this year.$21.7$0.00$29.8$35.3$5.51
2011Summary only. Only limited summary data is available for this year.$27.2$0.00$30.3$19.7$10.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$16.6$25.5$21.9$3.54