Civic Intelligence

Oakdale Elementary PTA

990EZ • Fiscal year 2020 • EIN 23-7256487

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 27, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

80th percentile

32%

Higher net margin than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

56th percentile

8.0%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2017 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$21,675

Up $4,466 (+26%) from 2017

Net Assets

Up

$21,675

Up $4,466 (+26%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Up

$25,706

Up $25,967 (+9949%) from 2017

Expenses

Up

$17,355

Up $11,943 (+221%) from 2017

Net Income

Up

$8,351

Up $14,024 (+247%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2020

Assets$21,675
Liabilities-
Net Assets$21,675
Open 2020 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

2020

Revenue$25,706
Expenses$17,355
Net Income$8,351
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 27, 2020
Return Version
2019v5.1
Gross Receipts
$35,986
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
ALL PROGRAM EXPENSES ARE FOR THE BENEFIT OF OAKDALEELEMENTARY SCHOOL STUDENTS$0$14,798
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYLE VATHPresidentPT$0--
JULIA LAWHEADTreasurerPT$0--
THERESA MCKNIGHT1st VP-$0--
LINDSEY STEPHENS2nd VPPT$0--
JENNIFER CAMPBELLSecretary-$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
2020-10-27

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 14798.”

Form 990EZ, Part I, Line 16

“Dues & subscriptions 678.”

Form 990EZ, Part I, Line 16

“GIFTS AND AWARDS 1100.”

Form 990EZ, Part I, Line 16

“MEETINGS & SUPPLIES 39.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 37.”

Form 990EZ, Part I, Line 16

“INSURANCE 330.”

Raw XML Appendix169 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/PersonNm0JULIA LAWHEAD
IRS990EZ/BooksInCareOfDetail/PhoneNum05135741100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03850 VIRGINIA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045248
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013324
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021675
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08351
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013324
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IRS990EZ/FundraisingGrossIncomeAmt030776
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt035986
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0774
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013324
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021675
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013324
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021675
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KYLE VATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIA LAWHEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THERESA MCKNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDSEY STEPHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016982
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt023
IRS990EZ/ProgramServiceRevenueAmt03936
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALL PROGRAM EXPENSES ARE FOR THE BENEFIT OF OAKDALEELEMENTARY SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014798
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010280
IRS990EZ/SpecialEventsNetIncomeLossAmt020496
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017355
IRS990EZ/TotalProgramServiceExpensesAmt014798
IRS990EZ/TotalRevenueAmt025706
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034711
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069992
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0139072
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0144543
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035985
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034939
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073619
IRS990ScheduleA/Total509Grp/TotalAmt0144543
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0144543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICE EXPENDITURES 14798.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES & SUBSCRIPTIONS 678.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GIFTS AND AWARDS 1100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETINGS & SUPPLIES 39.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES 37.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 330.
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
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN PORZEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05132800373
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-27
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0B7894CE96A251B8295D68F4BB28D3548349D4361
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B7894CE96A251B8295D68F4BB28D3548349D4361
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.42.191.22
ReturnHeader/FilingSecurityInformation/IPDt02020-10-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:00:11
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/PreparationDt02020-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN G SCHOTT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-27T13:00:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,675
Liabilities
-
Net assets
$21,675
Revenue
$25,706
Expenses
$17,355
Net income
$8,351
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