Civic Intelligence

Oakdale Elementary PTA

990EZ • Fiscal year 2017 • EIN 23-7256487

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

Organization ProfileN/A
3850 Virginia CourtCincinnati, OH 45248

(513) 349-9510

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

Score unavailable

No value available

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

Source year 2017

Net Margin

100th percentile

2174%

Higher net margin than 100% 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.

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

Asset Growth

18th percentile

-25%

Faster asset growth than 18% 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

$17,209

Down $5,673 (-25%) from 2016

Net Assets

Down

$17,209

Down $5,673 (-25%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$261

Down $50,661 (-101%) from 2016

Expenses

Down

$5,412

Down $39,230 (-88%) from 2016

Net Income

Down

-$5,673

Down $11,431 (-199%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2017

Assets$17,209
Liabilities$0
Net Assets$17,209
Open 2017 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

2017

Revenue-$261
Expenses$5,412
Net Income-$5,673
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$73,448
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
ALL OTHER EVENTS FOR BENEFIT OF THE STUDENTS OF OAKDALE ELEMENTARY-$73,709
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA BUTTSPresidentPT$0--
BARB KOHLBRANDT2nd VPPT$0--
ERIN PORTZELTreasurerPT$0--
CHRISTY WERGERSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$25,830$25,830$5,105$20,725
Book Fairs$18,886$18,886$18,586$300
Total Events$44,716$44,716$23,691$21,025
Filing and Contact Details

Filer

Filer Name
Pta Ohio Congress Oakdale Elementary
EIN
23-7256487
Address
3850 VIRGINIA COURT, Cincinnati, OH 45248

Signing Officer

Name
Erin Portzel
Title
Treasurer
Phone
5133499510
Signed
2017-11-08
Discuss with paid preparer
No

Preparer

Firm
Cindy Bell
Address
576 Forest Hill Drive, Lexington, KY 40509
Preparer
Cindy Bell
Phone
8594948879
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountSTAFF APPRECIATION 1,050DUES 70TEACHER APPRECIATION 3,486”

Raw XML Appendix145 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0ERIN PORTZEL
IRS990EZ/BooksInCareOfDetail/PhoneNum05133499510
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03850 VIRGINIA COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cincinnati
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045248
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022882
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017209
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5673
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022882
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017209
IRS990EZ/FundraisingGrossIncomeAmt073246
IRS990EZ/GrossReceiptsAmt073448
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0202
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022882
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017209
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022882
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017209
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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/PersonNm0REBECCA BUTTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARB KOHLBRANDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN PORTZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTY WERGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04606
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt0806
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALL OTHER EVENTS FOR BENEFIT OF THE STUDENTS OF OAKDALE ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073709
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt073709
IRS990EZ/SpecialEventsNetIncomeLossAmt0-463
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05412
IRS990EZ/TotalProgramServiceExpensesAmt073709
IRS990EZ/TotalRevenueAmt0-261
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023691
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIRS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018886
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044716
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018886
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044716
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021025
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023691
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05105
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018586
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSTAFF APPRECIATION 1,050DUES 70TEACHER APPRECIATION 3,486
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN PORTZEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05133499510
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OHIO CONGRESS OAKDALE ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0237256487
ReturnHeader/Filer/USAddress/AddressLine1Txt03850 VIRGINIA COURT
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045248
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02F318CA71BAB58C9AE22276FF9457754FCEBDE1A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F318CA71BAB58C9AE22276FF9457754FCEBDE1A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06167082017317wcramkt
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.128.157.22
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTm019:06:56
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cindy Bell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0576 Forest Hill Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lexington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040509
ReturnHeader/PreparerPersonGrp/PhoneNum08594948879
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cindy Bell
ReturnHeader/ReturnTs02017-11-13T13:39:00-05:00
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
$17,209
Liabilities
$0
Net assets
$17,209
Revenue
-$261
Expenses
$5,412
Net income
-$5,673
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