Civic Intelligence

School of the Osage Jr High PTA

EIN 23-7066038 • 501(c)3 • Lake Ozark, MO

Profile

Promote the welfare of children in home, school and community.

PO Box 601Lake Ozark, MO 65049

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

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 2018

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-31%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$9,231

Up $1,428 (+18%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$9,231

Up $1,428 (+18%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Down

$5,069

Down $2,311 (-31%) from 2017

Expenses

Down

$3,641

Down $2,358 (-39%) from 2017

Net Income

Up

$1,428

Up $47 (+3.4%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$15K$10K$5.0K$0Assets 2012: $6,188Net Assets 2012: $6,1882012Assets 2014: $11,477Net Assets 2014: $11,4772014Assets 2015: $7,530Net Assets 2015: $7,5302015Assets 2016: $6,422Net Assets 2016: $6,4222016Assets 2017: $7,803Net Assets 2017: $7,8032017Assets 2018: $9,231Net Assets 2018: $9,2312018

Highlighted filing

2018

Assets$9,231
Liabilities-
Net Assets$9,231
Open 2018 Filing

Operations Trend

Revenue Growth26th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2012: $11,900Expenses 2012: $10,446Net Income 2012: $1,4542012Revenue 2014: $12,965Expenses 2014: $13,771Net Income 2014: -$8062014Revenue 2015: $6,500Expenses 2015: $10,447Net Income 2015: -$3,9472015Revenue 2016: $5,858Expenses 2016: $6,966Net Income 2016: -$1,1082016Revenue 2017: $7,380Expenses 2017: $5,999Net Income 2017: $1,3812017Revenue 2018: $5,069Expenses 2018: $3,641Net Income 2018: $1,4282018

Highlighted filing

2018

Revenue$5,069
Expenses$3,641
Net Income$1,428
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,231
Liabilities
-
Net assets
$9,231
Revenue
$5,069
Expenses
$3,641
Net income
$1,428
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$9.23$9.23$5.07$3.64$1.43
2017Detailed filing. Detailed filing data is available for this year.$7.80$7.80$7.38$6.00$1.38
2016Detailed filing. Detailed filing data is available for this year.$6.42$6.42$5.86$6.97$1.11
2015Detailed filing. Detailed filing data is available for this year.$7.53$7.53$6.50$10.4$3.95
2014Detailed filing. Detailed filing data is available for this year.$11.5$11.5$13.0$13.8$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.19$6.19$11.9$10.4$1.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Oct 4, 2018
Return Version
2017v2.2
Gross Receipts
$5,918
Mission and Program Overview

Mission

Promote the welfare of children in home, school and community.

Program Services

DescriptionGrantsExpenses
Provide cultural activities for all grade levels.$1,581-
Provide incentives for academic recognition$1,319-
Provide hospitality for open house and appreciation days.$261-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann LarsonVice President-$0--
Pam DrakePresident-$0--
Mercedes CooperTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
School of the Osage Jr High Pta
EIN
23-7066038
Phone
5734806899
Address
PO BOX 601, LAKE OZARK, MO 65049

Signing Officer

Name
Mercedes Cooper
Title
Treasurer
Signed
2018-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Chris Hermann PC CPA
Address
4558 Osage Beach Parkway Ste 103, Osage Beach, MO 65065
Preparer
Chris Hermann
Phone
5733485929
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $143”

Other Expenses.1012

“Insurance $150”

Other Expenses.1

“Cultural programs $1581”

Other Expenses.2

“School incentives $1319”

Other Expenses.3

“Supplies $261”

Other Expenses.4

“PTA dues $187”

Raw XML Appendix155 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/PersonNm0Mercedes Cooper
IRS990EZ/BooksInCareOfDetail/PhoneNum05734807000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 601
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lake Ozark
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd065049
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07803
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09231
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0494
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01428
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07803
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09231
IRS990EZ/FundraisingGrossIncomeAmt05424
IRS990EZ/GrossReceiptsAmt05918
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07803
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09231
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07803
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09231
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ann Larson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Pam Drake
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mercedes Cooper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03641
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote the welfare of children in home, school and community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide cultural activities for all grade levels.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide hospitality for open house and appreciation days.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide incentives for academic recognition
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01581
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1261
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21319
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0849
IRS990EZ/SpecialEventsNetIncomeLossAmt04575
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03641
IRS990EZ/TotalProgramServiceExpensesAmt03161
IRS990EZ/TotalRevenueAmt05069
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0494
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0329
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08703
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012230
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04514
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04153
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt031227
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt039930
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05918
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012730
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04482
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06862
IRS990ScheduleA/Total509Grp/TotalAmt039930
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05918
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt012730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04482
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06862
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt039930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Cultural programs $1581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School incentives $1319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA dues $187
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mercedes Cooper
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHOOL OF THE OSAGE JR HIGH PTA
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0237066038
ReturnHeader/Filer/PhoneNum05734806899
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 601
ReturnHeader/Filer/USAddress/CityNm0LAKE OZARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065049
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431569359
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chris Hermann PC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04558 Osage Beach Parkway Ste 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Osage Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065065
ReturnHeader/PreparerPersonGrp/PhoneNum05733485929
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chris Hermann
ReturnHeader/ReturnTs02018-10-04T17:12:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

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