Civic Intelligence

Oakdale Elementary PTA

990EZ • Fiscal year 2016 • EIN 23-7256487

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

Organization ProfileN/A
3850 Virginia CTCincinnati, OH 45248

(513) 280-0373

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$22,882

No earlier filing loaded for comparison.

Net Assets

$22,882

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

$50,400

No earlier filing loaded for comparison.

Expenses

$44,642

No earlier filing loaded for comparison.

Net Income

$5,758

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2016: $22,882Net Assets 2016: $22,8822016Assets 2017: $17,209Liabilities 2017: $0Net Assets 2017: $17,2092017Assets 2020: $21,675Net Assets 2020: $21,6752020Assets 2021: $14,200Net Assets 2021: $14,2002021Assets 2023: $16,682Liabilities 2023: $0Net Assets 2023: $16,6822023

Highlighted filing

2016

Assets$22,882
Liabilities-
Net Assets$22,882
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2016: $50,400Expenses 2016: $44,642Net Income 2016: $5,7582016Revenue 2017: -$261Expenses 2017: $5,412Net Income 2017: -$5,6732017Revenue 2020: $25,706Expenses 2020: $17,355Net Income 2020: $8,3512020Revenue 2021: $9,547Expenses 2021: $17,022Net Income 2021: -$7,4752021Revenue 2023: $56,228Expenses 2023: $53,676Net Income 2023: $2,5522023

Highlighted filing

2016

Revenue$50,400
Expenses$44,642
Net Income$5,758
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$77,369
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
ALL PROGRAM EXPENSES ARE FOR THE BENEFIT OF OAKDALE ELEMENTARY SCHOOL STUDENTS-$39,201
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN PORZELPresidentPT$0--
SHERRI PEAKTreasurerPT$0--
JENNIFER CRIM1st VP-$0--
AMY SWEENEY2nd VPPT$0--
SHERI KNAPPSecretary-$0--
JULIE SHREVESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pta Ohio Congress Oakdale Elementary
EIN
23-7256487
Phone
5132800373
Address
3850 VIRGINIA CT, CINCINNATI, OH 45248

Signing Officer

Name
Erin Porzel
Title
President
Phone
5132800373
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Stephen G Schott CPA Inc
Address
417 Anderson Ferry Ste 4, Cincinnati, OH 45238
Preparer
Stephen G Schott CPA
Phone
5139224888
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Program service expenditures 39201.”

Form 990EZ, Part I, Line 16

“DUES & SUBSCRIPTIONS 70.”

Form 990EZ, Part I, Line 16

“GIFTS AND AWARDS 1358.”

Form 990EZ, Part I, Line 16

“Meetings & supplies 1241.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 43.”

Form 990EZ, Part I, Line 16

“INSURANCE 365.”

Form 990EZ, Part I, Line 16

“ADVERTISING 365.”

Raw XML Appendix139 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/PersonNm0ERIN PORZEL
IRS990EZ/BooksInCareOfDetail/PhoneNum05132800373
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03850 VIRGINIA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045248
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017124
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022882
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt017125
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05758
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017124
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022882
IRS990EZ/FundraisingGrossIncomeAmt035224
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt077369
IRS990EZ/GrossSalesOfInventoryAmt017125
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0438
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017124
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022882
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017124
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022882
IRS990EZ/OccupancyRentUtltsAndMaintAmt01193
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIN PORZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERRI PEAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER CRIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY SWEENEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHERI KNAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE SHREVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042643
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt0806
IRS990EZ/ProgramServiceRevenueAmt024582
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALL PROGRAM EXPENSES ARE FOR THE BENEFIT OF OAKDALE ELEMENTARY SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039201
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09844
IRS990EZ/SpecialEventsNetIncomeLossAmt025380
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044642
IRS990EZ/TotalProgramServiceExpensesAmt039201
IRS990EZ/TotalRevenueAmt050400
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICE EXPENDITURES 39201.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES & SUBSCRIPTIONS 70.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GIFTS AND AWARDS 1358.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETINGS & SUPPLIES 1241.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES 43.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 365.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADVERTISING 365.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN PORZEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05132800373
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OHIO CONGRESS OAKDALE ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0237256487
ReturnHeader/Filer/PhoneNum05132800373
ReturnHeader/Filer/USAddress/AddressLine1Txt03850 VIRGINIA CT
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045248
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephen G Schott CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0417 Anderson Ferry Ste 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045238
ReturnHeader/PreparerPersonGrp/PhoneNum05139224888
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN G SCHOTT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-12-01T12:15:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,882
Liabilities
-
Net assets
$22,882
Revenue
$50,400
Expenses
$44,642
Net income
$5,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$56.2$53.7$2.55
2021Detailed filing. Detailed filing data is available for this year.$14.2$14.2$9.55$17.0$7.48
2020Detailed filing. Detailed filing data is available for this year.$21.7$21.7$25.7$17.4$8.35
2017Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.26$5.41$5.67
2016Detailed filing. Detailed filing data is available for this year.$22.9$22.9$50.4$44.6$5.76