Civic Intelligence

Ozark West Elementary PTA

EIN 26-0159096 • 501(c)3 • Ozark, MO

Profile

Serve for a charitable and educational Purpose to our school and teachers.

3105 W State Highway Cc PO Box 166Ozark, MO 65721-5823
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

58th percentile

4.8%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$46,456

Up $6,168 (+15%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$46,456

Up $6,168 (+15%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin75th percentile

Revenue

Up

$31,925

Up $7,963 (+33%) from 2024

Expenses

Up

$25,298

Up $1,465 (+6.1%) from 2024

Net Income

Up

$6,627

Up $6,498 (+5037%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$60K$40K$20K$0Assets 2022: $28,917Liabilities 2022: $0Net Assets 2022: $28,9172022Assets 2023: $40,159Liabilities 2023: $0Net Assets 2023: $40,1592023Assets 2024: $40,288Liabilities 2024: $0Net Assets 2024: $40,2882024Assets 2025: $46,456Liabilities 2025: $0Net Assets 2025: $46,4562025

Highlighted filing

2025

Assets$46,456
Liabilities$0
Net Assets$46,456
Open 2025 Filing

Operations Trend

Revenue Growth58th percentile

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

$80K$60K$40K$20K$0Revenue 2022: $27,763Expenses 2022: $20,783Net Income 2022: $6,9802022Revenue 2023: $76,588Expenses 2023: $65,346Net Income 2023: $11,2422023Revenue 2024: $23,962Expenses 2024: $23,833Net Income 2024: $1292024Revenue 2025: $31,925Expenses 2025: $25,298Net Income 2025: $6,6272025

Highlighted filing

2025

Revenue$31,925
Expenses$25,298
Net Income$6,627
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,456
Liabilities
$0
Net assets
$46,456
Revenue
$31,925
Expenses
$25,298
Net income
$6,627
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$46.5$0.00$46.5$31.9$25.3$6.63
2024Detailed filing. Detailed filing data is available for this year.$40.3$0.00$40.3$24.0$23.8$0.13
2023Detailed filing. Detailed filing data is available for this year.$40.2$0.00$40.2$76.6$65.3$11.2
2022Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$27.8$20.8$6.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 17, 2025
Return Version
2024v5.1
Gross Receipts
$68,571
Mission and Program Overview

Mission

Serve for a charitable and educational Purpose to our school and teachers.

Program Services

DescriptionGrantsExpenses
Support students and teachers-$24,672
Santa Shop is a fun way for students to purchase items for their friends and family for Christmas, PTA purchases all items to supply the "store" in order for the students to shop.-$10,023
Spring Book fair benefits the whole school. Scholastic sets up a fair for a week and PTA runs the events.-$5,265
Scholastic News is provided to classrooms for weekly readers to be sent home.-$4,700
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon MerrimanPresidentPT$0--
Danielle MannVice PresidentPT$0--
Brandi HammonSecretary-$0--
Arica BodeTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$24,357$24,357$2,353$22,004
Event 2-$0-$0
Total Events$24,357$24,357$2,353$22,004
Filing and Contact Details

Filer

Filer Name
Ozark West Elementary PTA
EIN
26-0159096
Address
3105 W STATE HIGHWAY CC PO BOX 166, OZARK, MO 65721-5823

Signing Officer

Name
Arica Bode
Title
Treasurer
Phone
4178181329
Signed
2025-10-17
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

“Amazon 149.90, Back to School 57.91, Christmas Wish Tree 99.99, Class T shirts 4,321, Field Trip Scholarships 54, Good Dads/Strong Schools 497,36, Grandparents day 1931.69, insurance 215, IRS 103.30, Map testing 263.16, Money Minder 308.24, PCL 993.81, president discretion 157. 62, Principals Discretion 585.26, PTA memberships 361.25, PTA shirts 224, PTA supplies 187.01, Sam's membership 124.99, Scholastic news 4,699.59, skills day 69.86, staff appreciation 4, 481.91, staff birthdays 307.52, teacher Christmas gift 2,634.78, teacher grant 1,348.92, teacher wish list 725.54”

Raw XML Appendix225 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/PhoneNum04178181329
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02914 N 25th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ozark
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd065721
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039829
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt05457
IRS990EZ/GrossReceiptsAmt068571
IRS990EZ/GrossSalesOfInventoryAmt015480
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shannon Merriman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Danielle Mann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brandi Hammon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Arica Bode
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt025298
IRS990EZ/OtherRevenueTotalAmt04621
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Serve for a charitable and educational Purpose to our school and teachers.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Spring Book fair benefits the whole school. Scholastic sets up a fair for a week and PTA runs the events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Santa Shop is a fun way for students to purchase items for their friends and family for Christmas, PTA purchases all items to supply the "store" in order for the students to shop.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Scholastic News is provided to classrooms for weekly readers to be sent home.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Support students and teachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05265
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110023
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt324672
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026623
IRS990EZ/SpecialEventsNetIncomeLossAmt020648
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025298
IRS990EZ/TotalProgramServiceExpensesAmt044660
IRS990EZ/TotalRevenueAmt031925
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt058091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039422
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt039857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0137370
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0685
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09073
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0531
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0834
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt01365
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92779
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
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IRS990ScheduleG/TotalNetToOrganizationAmt00
IRS990ScheduleG/TotalRetainedByContractorsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Amazon 149.90, Back to School 57.91, Christmas Wish Tree 99.99, Class T shirts 4,321, Field Trip Scholarships 54, Good Dads/Strong Schools 497,36, Grandparents day 1931.69, insurance 215, IRS 103.30, Map testing 263.16, Money Minder 308.24, PCL 993.81, president discretion 157. 62, Principals Discretion 585.26, PTA memberships 361.25, PTA shirts 224, PTA supplies 187.01, Sam's membership 124.99, Scholastic news 4,699.59, skills day 69.86, staff appreciation 4, 481.91, staff birthdays 307.52, teacher Christmas gift 2,634.78, teacher grant 1,348.92, teacher wish list 725.54
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Arica Bode
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04178181329
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ozark West Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0OZAR
ReturnHeader/Filer/EIN0260159096
ReturnHeader/Filer/USAddress/AddressLine1Txt03105 W STATE HIGHWAY CC PO BOX 166
ReturnHeader/Filer/USAddress/CityNm0OZARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0657215823
ReturnHeader/ReturnTs02025-10-17T18:23:47Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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