Civic Intelligence

Charles Haskell Elementary PTO Inc

990EZ • Fiscal year 2023 • EIN 20-4726355

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

1701 NW 150th StEdmond, OK 73013

(405) 340-2945

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-19%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$64,298

Flat from 2023

Net Assets

$64,298

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$59,892

Flat from 2023

Expenses

Flat

$52,808

Flat from 2023

Net Income

Flat

$7,084

Flat 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 2011: $19,175Liabilities 2011: $02011Assets 2012: $17,548Liabilities 2012: $02012Assets 2013: $35,762Liabilities 2013: $02013Assets 2014: $34,271Liabilities 2014: $02014Assets 2015: $52,754Liabilities 2015: $02015Assets 2016: $37,133Liabilities 2016: $02016Assets 2017: $43,775Liabilities 2017: $02017Assets 2018: $16,411Net Assets 2018: $16,4112018Assets 2019: $28,490Net Assets 2019: $28,4902019Assets 2020: $26,771Net Assets 2020: $26,7712020Assets 2021: $35,528Net Assets 2021: $35,5282021Assets 2022: $57,214Liabilities 2022: $02022Assets 2023: $64,298Net Assets 2023: $64,2982023Assets 2023: $64,298Liabilities 2023: $02023Assets 2024: $44,110Net Assets 2024: $44,1102024

Highlighted filing

2023

Assets$64,298
Liabilities-
Net Assets$64,298

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $60,605Expenses 2011: $82,917Net Income 2011: -$22,3122011Revenue 2012: $86,375Expenses 2012: $88,002Net Income 2012: -$1,6272012Revenue 2013: $79,667Expenses 2013: $61,453Net Income 2013: $18,2142013Revenue 2014: $75,691Expenses 2014: $77,182Net Income 2014: -$1,4912014Revenue 2015: $64,557Expenses 2015: $46,074Net Income 2015: $18,4832015Revenue 2016: $54,771Expenses 2016: $70,392Net Income 2016: -$15,6212016Revenue 2017: $66,753Expenses 2017: $60,111Net Income 2017: $6,6422017Revenue 2018: $29,637Expenses 2018: $57,001Net Income 2018: -$27,3642018Revenue 2019: $79,012Expenses 2019: $66,940Net Income 2019: $12,0722019Revenue 2020: $11,033Expenses 2020: $12,752Net Income 2020: -$1,7192020Revenue 2021: $22,277Expenses 2021: $13,519Net Income 2021: $8,7582021Revenue 2022: $73,611Expenses 2022: $51,925Net Income 2022: $21,6862022Revenue 2023: $59,892Expenses 2023: $52,808Net Income 2023: $7,0842023Revenue 2023: $59,892Expenses 2023: $52,808Net Income 2023: $7,0842023Revenue 2024: $22,044Expenses 2024: $42,232Net Income 2024: -$20,1882024

Highlighted filing

2023

Revenue$59,892
Expenses$52,808
Net Income$7,084
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Gross Receipts
$73,033
Mission and Program Overview

Mission

Support of charles haskell elementary

Program Services

DescriptionGrantsExpenses
THE PTO WILL PROVIDE STUDENTS AND TEACHERS AT CHARLES HASKELL ELEMENTARY SCHOOL WITH MONEY AND SERVICES TO ENHANCE THE EDUCATION PROCESS.-$24,182
WE PROVIDED MUCH NEEDED FUNDS TO THE TEACHERS OF STUDENTS OF CHARLES HASKELL ELEMENTARY--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MCKENNA RAYPresidentPT$0--
LOGAN ROSENBALMVice PresidePT$0--
ZO ZUNIGASecretaryPT$0--
JENNIFER KEMPTreasurerPT$0--
ASHLEYT ZUNIGAParliamentarPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blue & Gold$34,774$34,774-$34,774
Rascal Run$25,547$25,547-$25,547
Total Events$60,321$60,321-$60,321
Filing and Contact Details

Filer

Filer Name
Charles Haskell Elementary Pto Inc
EIN
20-4726355
Phone
4053402945
Address
1701 NW 150TH ST, EDMOND, OK 73013

Signing Officer

Name
Jennifer Kemp
Title
Treasurer
Phone
4052550642
Signed
2024-05-07

Preparer

Firm
John H White Jr CPA Inc
Address
6616 NORTH OLIE AVENUE, OKLAHOMA CITY, OK 73116
Preparer
John H White Jr CPA
Phone
4058483362
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Blue & gold cost of goods sold 25,994 rascal run cost of goods sold 1,852 expenses office 354 insurance 426 counselor fund 131 grounds 216 hospitality 3,993 needs 4,530 teacher reimbursement 2,940 pals 204 volunteer appreciation 160 community needs 103 staff appreciation 2,220 back to school bash 1,203 classroom awards 1,406 professional fees 1,200 title trunk or treat 76 principal 1,924 end of year bash 1,598 5th grade celebration 2,135 bank fees 143 total 52,808

Form 990-ez, Part III, Line 31

The pto will provide students and teachers at charles haskell elementary school with money and services to enhance the education process.

Raw XML Appendix146 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/PersonNm0JENNIFER KEMP
IRS990EZ/BooksInCareOfDetail/PhoneNum04053402945
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01701 NW 150TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EDMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073013
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057214
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064298
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01500
IRS990EZ/CostOfGoodsSoldAmt04491
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07084
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057214
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064298
IRS990EZ/FundraisingGrossIncomeAmt066403
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0639
IRS990EZ/GrossReceiptsAmt073033
IRS990EZ/GrossSalesOfInventoryAmt05130
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057214
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064298
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057214
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064298
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MCKENNA RAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOGAN ROSENBALM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ZO ZUNIGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER KEMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ASHLEYT ZUNIGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052808
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF CHARLES HASKELL ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE PROVIDED MUCH NEEDED FUNDS TO THE TEACHERS OF STUDENTS OF CHARLES HASKELL ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE PTO WILL PROVIDE STUDENTS AND TEACHERS AT CHARLES HASKELL ELEMENTARY SCHOOL WITH MONEY AND SERVICES TO ENHANCE THE EDUCATION PROCESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024182
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08650
IRS990EZ/SpecialEventsNetIncomeLossAmt057753
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052808
IRS990EZ/TotalProgramServiceExpensesAmt024182
IRS990EZ/TotalRevenueAmt059892
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 23,899
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt028752
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt030252
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt070
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0309261
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt04853
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt019046
IRS990ScheduleA/OtherIncome170Grp/TotalAmt023899
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35040
IRS990ScheduleA/PublicSupportPY170Pct00.50080
IRS990ScheduleA/PublicSupportTotal170Amt030252
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028752
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt030252
IRS990ScheduleA/TotalSupportAmt086335
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt032114
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt032114
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BLUE & GOLD
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RASCAL RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034774
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025547
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034774
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025547
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060321
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt060321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BLUE & GOLD COST OF GOODS SOLD 25,994 RASCAL RUN COST OF GOODS SOLD 1,852 EXPENSES OFFICE 354 INSURANCE 426 COUNSELOR FUND 131 GROUNDS 216 HOSPITALITY 3,993 NEEDS 4,530 TEACHER REIMBURSEMENT 2,940 PALS 204 VOLUNTEER APPRECIATION 160 COMMUNITY NEEDS 103 STAFF APPRECIATION 2,220 BACK TO SCHOOL BASH 1,203 CLASSROOM AWARDS 1,406 PROFESSIONAL FEES 1,200 TITLE TRUNK OR TREAT 76 PRINCIPAL 1,924 END OF YEAR BASH 1,598 5TH GRADE CELEBRATION 2,135 BANK FEES 143 TOTAL 52,808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PTO WILL PROVIDE STUDENTS AND TEACHERS AT CHARLES HASKELL ELEMENTARY SCHOOL WITH MONEY AND SERVICES TO ENHANCE THE EDUCATION PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER KEMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04052550642
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES HASKELL ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0204726355
ReturnHeader/Filer/PhoneNum04053402945
ReturnHeader/Filer/USAddress/AddressLine1Txt01701 NW 150TH ST
ReturnHeader/Filer/USAddress/CityNm0EDMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073013
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731235650
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN H WHITE JR CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06616 NORTH OLIE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073116
ReturnHeader/PreparerPersonGrp/PhoneNum04058483362
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN H WHITE JR CPA
ReturnHeader/ReturnTs02024-05-14T11:06:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SZIJARTO
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.1$44.1$22.0$42.2$20.2
2023Detailed filing. Detailed filing data is available for this year.$64.3$64.3$59.9$52.8$7.08
2023Summary only. Only limited summary data is available for this year.$64.3$0.00$59.9$52.8$7.08
2022Summary only. Only limited summary data is available for this year.$57.2$0.00$73.6$51.9$21.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.5$35.5$22.3$13.5$8.76
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.8$26.8$11.0$12.8$1.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$28.5$79.0$66.9$12.1
2018Detailed filing. Detailed filing data is available for this year.$16.4$16.4$29.6$57.0$27.4
2017Summary only. Only limited summary data is available for this year.$43.8$0.00$66.8$60.1$6.64
2016Summary only. Only limited summary data is available for this year.$37.1$0.00$54.8$70.4$15.6
2015Summary only. Only limited summary data is available for this year.$52.8$0.00$64.6$46.1$18.5
2014Summary only. Only limited summary data is available for this year.$34.3$0.00$75.7$77.2$1.49
2013Summary only. Only limited summary data is available for this year.$35.8$0.00$79.7$61.5$18.2
2012Summary only. Only limited summary data is available for this year.$17.5$0.00$86.4$88.0$1.63
2011Summary only. Only limited summary data is available for this year.$19.2$0.00$60.6$82.9$22.3