Civic Intelligence

Octorara Elementary School Parent- Teacher Organization

990EZ • Fiscal year 2017 • EIN 22-2637955

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 30, 2017

Organization Profile
104 Highland RoadAtglen, PA 19310-1640

(610) 593-8242

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

4th percentile

-138%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

11th percentile

-40%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$16,908

Down $11,457 (-40%) from 2016

Net Assets

$16,908

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin4th percentile

Revenue

Up

$8,292

Up $9,812 (+646%) from 2016

Expenses

Down

$19,749

Down $8,191 (-29%) from 2016

Net Income

Up

-$11,457

Up $18,003 (+61%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$80K$60K$40K$20K$0Assets 2011: $59,332Liabilities 2011: $02011Assets 2012: $67,744Liabilities 2012: $02012Assets 2016: $28,365Liabilities 2016: $02016Assets 2017: $16,908Liabilities 2017: $0Net Assets 2017: $16,9082017

Highlighted filing

2017

Assets$16,908
Liabilities$0
Net Assets$16,908
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2011: $35,004Expenses 2011: $37,113Net Income 2011: -$2,1092011Revenue 2012: $29,444Expenses 2012: $21,032Net Income 2012: $8,4122012Revenue 2016: -$1,520Expenses 2016: $27,940Net Income 2016: -$29,4602016Revenue 2017: $8,292Expenses 2017: $19,749Net Income 2017: -$11,4572017

Highlighted filing

2017

Revenue$8,292
Expenses$19,749
Net Income-$11,457
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 30, 2017
Return Version
2016v3.0
Gross Receipts
$65,453
Mission and Program Overview

Mission

To enhance education in school system

Program Services

DescriptionGrantsExpenses
STUDENTS BENEFITED FROM BOOK FAIRS AND THE EDUCATIONAL ITEMS WHICH WERE AVAILABLE THERE STUDENTS FROM DIFFERENT GRADES WERE ABLE TO PURCHASE THESE BOOKS AND LEARN-$23,491
STUDENTS BENEFITED FROM EDUCATIONAL ENRICHMENT PROGRAMS-$12,678
STUDENTS BENEFITED FROM ASSEMBLIES AND FAMILY PROGRAMS THESE ASSEBLIES ARE VERY HELPFUL AND PROVIDE VALUABLE INFORMATION FOR CHILDREN-$1,832
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUANETT GOINESVice President-$0--
KELLI DAGUEPresident-$0--
MARITA KREIDERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$20,987$20,987$23,491$-2,504
Community$8,830$8,830$6,547$2,283
Total Events$65,326$65,326$80,639$-15,313
Filing and Contact Details

Filer

Filer Name
Octorara Elementary School Pto
EIN
22-2637955
Address
104 HIGHLAND ROAD, Atglen, PA 19310-1640

Signing Officer

Name
Kelli Dague
Title
President
Phone
6105938242
Signed
2017-09-30
Discuss with paid preparer
Yes

Preparer

Firm
APA Tax Accountants Inc
Address
1224 W Lincoln Hwy, Coatesville, PA 19320
Preparer
Anthony Madanat CPA
Phone
6103846425
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountASSEMBLIES 1,832BANK FEES 284ENRICHMENT 12,678PLAYGROUND EXP 1,265TACHER APPRECIATION TOTAL 2,261YEARBOOK EXPS 1,429”

Raw XML Appendix181 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/PersonNm0KELLI DAGUE
IRS990EZ/BooksInCareOfDetail/PhoneNum06105938242
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0205 S BRIDGE STREET APT E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Christiana
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017509
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028365
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016908
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0122
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11457
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028365
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016908
IRS990EZ/FundraisingGrossIncomeAmt065326
IRS990EZ/GrossReceiptsAmt065453
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028365
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016908
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028365
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016908
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUANETT GOINES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLI DAGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARITA KREIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt019749
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE EDUCATION IN SCHOOL SYSTEM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENTS BENEFITED FROM ASSEMBLIES AND FAMILY PROGRAMS THESE ASSEBLIES ARE VERY HELPFUL AND PROVIDE VALUABLE INFORMATION FOR CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENTS BENEFITED FROM EDUCATIONAL ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENTS BENEFITED FROM BOOK FAIRS AND THE EDUCATIONAL ITEMS WHICH WERE AVAILABLE THERE STUDENTS FROM DIFFERENT GRADES WERE ABLE TO PURCHASE THESE BOOKS AND LEARN
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01832
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112678
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt223491
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt057161
IRS990EZ/SpecialEventsNetIncomeLossAmt08165
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019749
IRS990EZ/TotalProgramServiceExpensesAmt038001
IRS990EZ/TotalRevenueAmt08292
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0908
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08480
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt054
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065326
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt066067
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt083423
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059563
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0102676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0377055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt054
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0385535
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065448
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066287
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084331
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0106291
IRS990ScheduleA/Total509Grp/TotalAmt0385535
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065453
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066297
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt084343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063191
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0106305
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0385589
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt080639
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COMMUNITY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt035509
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt035509
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065326
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-15313
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt050601
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt080639
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023491
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06547
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/LicensedStatesCd0PA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountASSEMBLIES 1,832BANK FEES 284ENRICHMENT 12,678PLAYGROUND EXP 1,265TACHER APPRECIATION TOTAL 2,261YEARBOOK EXPS 1,429
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLI DAGUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06105938242
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCTORARA ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0OCTO
ReturnHeader/Filer/EIN0222637955
ReturnHeader/Filer/USAddress/AddressLine1Txt0104 HIGHLAND ROAD
ReturnHeader/Filer/USAddress/CityNm0Atglen
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0193101640
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0884B7028A4FBE724B89913F3D81E73943B5A2364
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0884B7028A4FBE724B89913F3D81E73943B5A2364
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02373652017313hdmiox5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.251.43.81
ReturnHeader/FilingSecurityInformation/IPDt02017-11-09
ReturnHeader/FilingSecurityInformation/IPTm015:00:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260329533
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APA Tax Accountants Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01224 W Lincoln Hwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coatesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019320
ReturnHeader/PreparerPersonGrp/PhoneNum06103846425
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony Madanat CPA
ReturnHeader/ReturnTs02017-11-06T11:03:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$16,908
Liabilities
$0
Net assets
$16,908
Revenue
$8,292
Expenses
$19,749
Net income
-$11,457
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$8.29$19.7$11.5
2016Summary only. Only limited summary data is available for this year.$28.4$0.00$1.52$27.9$29.5
2012Summary only. Only limited summary data is available for this year.$67.7$0.00$29.4$21.0$8.41
2011Summary only. Only limited summary data is available for this year.$59.3$0.00$35.0$37.1$2.11