Civic Intelligence

Oakdale Elementary PTA

990EZ • Fiscal year 2021 • EIN 23-7256487

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 10, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

9th percentile

-78%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-34%

Faster asset growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-63%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$14,200

Down $7,475 (-34%) from 2020

Net Assets

Down

$14,200

Down $7,475 (-34%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$9,547

Down $16,159 (-63%) from 2020

Expenses

Down

$17,022

Down $333 (-1.9%) from 2020

Net Income

Down

-$7,475

Down $15,826 (-190%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2021

Assets$14,200
Liabilities-
Net Assets$14,200
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

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

2021

Revenue$9,547
Expenses$17,022
Net Income-$7,475
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 10, 2021
Return Version
2020v4.1
Gross Receipts
$12,299
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
ALL PROGRAM EXPENSES ARE FOR THE BENEFIT OF OAKDALEELEMENTARY SCHOOL STUDENTS$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYLE VATHPresidentPT$0--
JULIA LAWHEADTreasurerPT$0--
AMY AUBERGER1st VP-$0--
MERY BENKEN2nd 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
Julia Lawhead
Title
President
Phone
5132800373
Signed
2021-08-10

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 10434.”

Form 990EZ, Part I, Line 16

“Dues & subscriptions 425.”

Form 990EZ, Part I, Line 16

“GIFTS AND AWARDS 1430.”

Form 990EZ, Part I, Line 16

“Meetings & supplies 1078.”

Form 990EZ, Part I, Line 16

“INSURANCE 330.”

Form 990EZ, Part I, Line 16

“Teacher appreciation 1893.”

Form 990EZ, Part I, Line 16

“SCHOLARSHIPS 1100.”

Raw XML Appendix176 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/PhoneNum05135741100
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045248
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021675
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7475
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt012299
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt03360
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
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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/PersonNm2AMY AUBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MERY BENKEN
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/OtherExpensesTotalAmt016690
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt057
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALL PROGRAM EXPENSES ARE FOR THE BENEFIT OF OAKDALEELEMENTARY SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt074
IRS990EZ/SpecialEventsNetIncomeLossAmt07911
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017022
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt09547
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0954
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06425
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011345
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034711
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt034369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt069992
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0150417
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0156842
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt035985
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034939
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073619
IRS990ScheduleA/Total509Grp/TotalAmt0156842
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0156842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICE EXPENDITURES 10434.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES & SUBSCRIPTIONS 425.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GIFTS AND AWARDS 1430.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETINGS & SUPPLIES 1078.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE 330.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER APPRECIATION 1893.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOLARSHIPS 1100.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA LAWHEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05132800373
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-10
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/PreparationDt02021-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN G SCHOTT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-08-12T07:18:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAWHEAD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,200
Liabilities
-
Net assets
$14,200
Revenue
$9,547
Expenses
$17,022
Net income
-$7,475
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