Civic Intelligence

Ozark West Elementary PTA

990EZ • Fiscal year 2024 • EIN 26-0159096

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 11, 2024

Organization Profile
3105 W State Highway Cc PO Box 166Ozark, MO 65721-5823

(417) 818-1329

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

44th percentile

0.5%

Higher net margin than 44% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

0.3%

Faster asset growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-69%

Faster revenue growth than 6% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$40,288

Up $129 (+0.3%) from 2023

Net Assets

Up

$40,288

Up $129 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin44th percentile

Revenue

Down

$23,962

Down $52,626 (-69%) from 2023

Expenses

Down

$23,833

Down $41,513 (-64%) from 2023

Net Income

Down

$129

Down $11,113 (-99%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2024

Assets$40,288
Liabilities$0
Net Assets$40,288
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$23,962
Expenses$23,833
Net Income$129
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 11, 2024
Return Version
2023v5.0
Gross Receipts
$79,726
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Fun Run is our biggest fundraiser where we hire Boosterthon to help get all of the students at the Elementary ready to get donations from friends and family and then participate in a FUN RUN to run laps.-$16,642
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.-$9,772
Teacher Appreciation is where any donations made throughout the year we purchase teachers birthday, Christmas, and supply them with Breakfast and/or lunches everyday during Teacher Appreciation Week.-$4,986
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$38,481$21,839-$21,839
Event 2-$0-$0
Total Events$38,481$21,839$0$21,839
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
2024-09-11
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

“This amount is partially Membership Fees, Tax Late fees, Christmas Gifts to students within the school that are less fortunate, PTA supplies, and staff appreciation gifts.”

Raw XML Appendix211 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Arica Bode
IRS990EZ/BooksInCareOfDetail/PhoneNum04178181329
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02914 N 25th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ozark
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd065721
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040159
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040288
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt039423
IRS990EZ/CostOfGoodsSoldAmt010673
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IRS990EZ/ExcessOrDeficitForYearAmt0129
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt022969
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02909
IRS990EZ/GrossReceiptsAmt079726
IRS990EZ/GrossSalesOfInventoryAmt013582
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt0531
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040159
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shannon Merriman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Danielle Mann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amanda Adams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Arica Bode
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt023833
IRS990EZ/OtherRevenueTotalAmt03221
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/DescriptionProgramSrvcAccomTxt0Fun Run is our biggest fundraiser where we hire Boosterthon to help get all of the students at the Elementary ready to get donations from friends and family and then participate in a FUN RUN to run laps.
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/DescriptionProgramSrvcAccomTxt2Teacher Appreciation is where any donations made throughout the year we purchase teachers birthday, Christmas, and supply them with Breakfast and/or lunches everyday during Teacher Appreciation Week.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016642
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19772
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24986
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045091
IRS990EZ/SpecialEventsNetIncomeLossAmt0-22122
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023833
IRS990EZ/TotalProgramServiceExpensesAmt031400
IRS990EZ/TotalRevenueAmt023962
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039422
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt079279
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08388
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0531
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0834
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt01365
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88012
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt010673
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt010673
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt010673
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt010673
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039953
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt089032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039953
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt089032
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt016642
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016642
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038481
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038481
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021839
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021839
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleG/TotalGrossReceiptsAmt00
IRS990ScheduleG/TotalNetToOrganizationAmt00
IRS990ScheduleG/TotalRetainedByContractorsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This amount is partially Membership Fees, Tax Late fees, Christmas Gifts to students within the school that are less fortunate, PTA supplies, and staff appreciation gifts.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Arica Bode
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04178181329
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-11
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/ReturnTs02024-09-11T14:00:08Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,288
Liabilities
$0
Net assets
$40,288
Revenue
$23,962
Expenses
$23,833
Net income
$129
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