Civic Intelligence

Bixby North Elementary PTA

EIN 20-3506576 • 501(c)3 • Bixby, OK

Profile

To promote educational welfare of childr

7101 E 121st St SBixby, OK 74008

www.bixbyps.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

18th percentile

-32%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

11th percentile

-96%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

-13%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$787

Down $20,004 (-96%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

$787

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin18th percentile

Revenue

Down

$49,574

Down $7,372 (-13%) from 2016

Expenses

Up

$65,610

Up $8,891 (+16%) from 2016

Net Income

Down

-$16,036

Down $16,263 (-7164%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2010: $16,951Liabilities 2010: $02010Assets 2011: $13,236Liabilities 2011: $02011Assets 2012: $12,206Liabilities 2012: $02012Assets 2013: $25,131Liabilities 2013: $02013Assets 2014: $29,470Liabilities 2014: $02014Assets 2015: $20,564Liabilities 2015: $02015Assets 2016: $20,791Liabilities 2016: $02016Assets 2017: $787Liabilities 2017: $0Net Assets 2017: $7872017

Highlighted filing

2017

Assets$787
Liabilities$0
Net Assets$787
Open 2017 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $48,846Expenses 2010: $47,904Net Income 2010: $9422010Revenue 2011: $43,085Expenses 2011: $46,800Net Income 2011: -$3,7152011Revenue 2012: $46,008Expenses 2012: $47,038Net Income 2012: -$1,0302012Revenue 2013: $51,845Expenses 2013: $38,920Net Income 2013: $12,9252013Revenue 2014: $39,673Expenses 2014: $44,012Net Income 2014: -$4,3392014Revenue 2015: $41,916Expenses 2015: $41,604Net Income 2015: $3122015Revenue 2016: $56,946Expenses 2016: $56,719Net Income 2016: $2272016Revenue 2017: $49,574Expenses 2017: $65,610Net Income 2017: -$16,0362017

Highlighted filing

2017

Revenue$49,574
Expenses$65,610
Net Income-$16,036
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$787
Liabilities
$0
Net assets
$787
Revenue
$49,574
Expenses
$65,610
Net income
-$16,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$49.6$65.6$16.0
2016Summary only. Only limited summary data is available for this year.$20.8$0.00$56.9$56.7$0.23
2015Summary only. Only limited summary data is available for this year.$20.6$0.00$41.9$41.6$0.31
2014Summary only. Only limited summary data is available for this year.$29.5$0.00$39.7$44.0$4.34
2013Summary only. Only limited summary data is available for this year.$25.1$0.00$51.8$38.9$12.9
2012Summary only. Only limited summary data is available for this year.$12.2$0.00$46.0$47.0$1.03
2011Summary only. Only limited summary data is available for this year.$13.2$0.00$43.1$46.8$3.72
2010Summary only. Only limited summary data is available for this year.$17.0$0.00$48.8$47.9$0.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 17, 2017
Return Version
2016v3.0
Gross Receipts
$68,300
Mission and Program Overview

Mission

To promote educational welfare of childr

Program Services

DescriptionGrantsExpenses
SCHOOL GRANTS TO BENEFIT STUDENTS AT NORTH ELEMENTARY SCHOOL-$25,000
DONATIONS TO PARENT TEACHER ORGANIZATION-$17,000
SCHOOL ALLOCATIONS TEACHER PROPOSALS GRANTS ARE AWARDED BASED ON NEED AND BENEFIT TO ALL CHILDREN-$8,792
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH MORGANPresidentPT$0--
JACKIE STEVENSVice President-$0--
LAURA MCNEESESecretary-$0--
KACIE COZBEYTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$37,471$37,471$2,901$34,570
Fall Carniva$3,572$3,572$1,877$1,695
Total Events$43,888$43,888$5,218$38,670
Filing and Contact Details

Filer

Filer Name
Bixby North Elementary Pta
EIN
20-3506576
Address
7101 E 121ST ST S, BIXBY, OK 74008

Signing Officer

Name
Kacie Cozbey
Title
Treasurer
Phone
9183662690
Signed
2017-10-17
Discuss with paid preparer
No

Preparer

Firm
Jenkins & Kemper CPAs PC
Address
116 W Breckenridge Ave, Bixby, OK 74008
Preparer
Michael Kemper CPA
Phone
9183664440
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity grants grantee bixby north elementary school street 7101 e 121st st s city, state, zip bixby, ok 74008amount 25,000activity allocations grantee teacher allocations street 7101 e 121st st s city, state, zip bixby, ok 74008amount 8,792activity donations grantee donation to pto street 7101 e 121st st s city, state, zip bixby, ok 74008amount 17,000”

Description of other expenses Part I line 16

“Description amountmembership 1,423watchdogs 519insurance 340run club 362ixl and brain pop 6,000grandparents week 1,159family fun night 328conference dinners 619teacher appreciation 501supply donations 1,670miscellaneous 1,887”

Raw XML Appendix170 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/PersonNm0KACIE COZBEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09183662690
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07101 E 121ST ST S
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIXBY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016823
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0787
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05551
IRS990EZ/CostOfGoodsSoldAmt013508
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16036
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016823
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0787
IRS990EZ/FundraisingGrossIncomeAmt043887
IRS990EZ/GrantsAndSimilarAmountsPaidAmt050792
IRS990EZ/GrossProfitLossSlsOfInvntryAmt05354
IRS990EZ/GrossReceiptsAmt068300
IRS990EZ/GrossSalesOfInventoryAmt018862
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016823
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0787
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016823
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0787
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACKIE STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA MCNEESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KACIE COZBEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt014808
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EDUCATIONAL WELFARE OF CHILDR
IRS990EZ/PrintingPublicationsPostageAmt010
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL ALLOCATIONS TEACHER PROPOSALS GRANTS ARE AWARDED BASED ON NEED AND BENEFIT TO ALL CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL GRANTS TO BENEFIT STUDENTS AT NORTH ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DONATIONS TO PARENT TEACHER ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08792
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt217000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05218
IRS990EZ/SpecialEventsNetIncomeLossAmt038669
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065610
IRS990EZ/TotalProgramServiceExpensesAmt050792
IRS990EZ/TotalRevenueAmt049574
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BIXBYPS.ORG
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05551
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt048730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt054281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062749
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt028762
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt091511
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0145792
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077492
IRS990ScheduleA/Total509Grp/TotalAmt0145792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt077492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0145792
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05218
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL CARNIVA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037471
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03572
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02845
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037471
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03572
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02845
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043888
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038670
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0440
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05218
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02901
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01877
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY GRANTS GRANTEE BIXBY NORTH ELEMENTARY SCHOOL STREET 7101 E 121ST ST S CITY, STATE, ZIP BIXBY, OK 74008AMOUNT 25,000ACTIVITY ALLOCATIONS GRANTEE TEACHER ALLOCATIONS STREET 7101 E 121ST ST S CITY, STATE, ZIP BIXBY, OK 74008AMOUNT 8,792ACTIVITY DONATIONS GRANTEE DONATION TO PTO STREET 7101 E 121ST ST S CITY, STATE, ZIP BIXBY, OK 74008AMOUNT 17,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTMEMBERSHIP 1,423WATCHDOGS 519INSURANCE 340RUN CLUB 362IXL AND BRAIN POP 6,000GRANDPARENTS WEEK 1,159FAMILY FUN NIGHT 328CONFERENCE DINNERS 619TEACHER APPRECIATION 501SUPPLY DONATIONS 1,670MISCELLANEOUS 1,887
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KACIE COZBEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09183662690
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIXBY NORTH ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0BIXB
ReturnHeader/Filer/EIN0203506576
ReturnHeader/Filer/USAddress/AddressLine1Txt07101 E 121ST ST S
ReturnHeader/Filer/USAddress/CityNm0BIXBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074008
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F10994B9F7790BD5D1016BE5690BB22143AB1896
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F10994B9F7790BD5D1016BE5690BB22143AB1896
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0730745201730334qmy4a
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-10-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.217.144.215
ReturnHeader/FilingSecurityInformation/IPDt02017-10-30
ReturnHeader/FilingSecurityInformation/IPTm010:08:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731514558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jenkins & Kemper CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0116 W Breckenridge Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bixby
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074008
ReturnHeader/PreparerPersonGrp/PhoneNum09183664440
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Kemper CPA
ReturnHeader/ReturnTs02017-10-30T10:06:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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