Civic Intelligence

White Oak Elementary School PTA

990EZ • Fiscal year 2022 • EIN 26-4368452

Jun 01, 2021 to May 31, 2022 • Filed on Sep 18, 2022

6442 Suwanee Dam RoadBuford, GA 30518-5521

(678) 546-5550

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

56th percentile

8.0%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

Up

$9,090

Up $6,067 (+201%) from 2011

Net Assets

Up

$9,090

Up $6,067 (+201%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

Down

$27,399

Down $27,403 (-50%) from 2011

Expenses

Down

$25,206

Down $30,916 (-55%) from 2011

Net Income

Up

$2,193

Up $3,513 (+266%) from 2011

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2011: $3,023Liabilities 2011: $0Net Assets 2011: $3,0232011Assets 2022: $9,090Liabilities 2022: $0Net Assets 2022: $9,0902022Assets 2023: $10,012Liabilities 2023: $0Net Assets 2023: $10,0122023Assets 2024: $11,046Liabilities 2024: $0Net Assets 2024: $11,0462024Assets 2025: $9,634Liabilities 2025: $0Net Assets 2025: $9,6342025

Highlighted filing

2022

Assets$9,090
Liabilities$0
Net Assets$9,090

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $54,802Expenses 2011: $56,122Net Income 2011: -$1,3202011Revenue 2022: $27,399Expenses 2022: $25,206Net Income 2022: $2,1932022Revenue 2023: $36,837Expenses 2023: $35,915Net Income 2023: $9222023Revenue 2024: $30,786Expenses 2024: $29,752Net Income 2024: $1,0342024Revenue 2025: $45,643Expenses 2025: $47,055Net Income 2025: -$1,4122025

Highlighted filing

2022

Revenue$27,399
Expenses$25,206
Net Income$2,193
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Sep 18, 2022
Return Version
2021v4.2
Gross Receipts
$36,348
Mission and Program Overview

Mission

See O Statement

Program Services

DescriptionGrantsExpenses
Donated to students funds to purchase 30 new iPads with wifi capability, new 3d printers, and sensory room. Brain-Pop with unlimited 12-month access learning, multi-lingual.-$12,819
Supporting teachers thorought the year, recognizing hard work and acknowledging teaching efforts.-$3,919
Promoting parent-child activities and events, such as Mornings with Mom,Father-Daughter Dance, Mother-Son game nights, and All Pro Dads.-$3,474
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caren CarneyCo-Vice PresidentPT$0--
Lindsay TaylorSecretaryPT$0--
Elizabeth AtkinsonCo-PresidentPT$0--
Natalia HulseyCo Vice-PresidentPT$0--
Julie PolstraTreasurerPT$0--
Samantha KeenCo-PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hoot Scoot$17,885$17,885$4,669$13,216
None----
Total Events$17,885$17,885$4,669$13,216
Filing and Contact Details

Filer

Filer Name
White Oak Elementary School PTA
EIN
26-4368452
Address
6442 Suwanee Dam Road, Buford, GA 30518-5521

Signing Officer

Name
Karen Hastie Treasurer
Title
Treasurer
Phone
6785465550
Signed
2022-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Marlin Tax Consulting LLC
Address
1377 Williamsburg Lane, Norcross, GA 30093
Preparer
Mary K Coughlin EA NTPI CAA
Phone
4043956484
Supplemental Narrative

Additional Explanations

General explanation attachment

The Organizations primary exempt purposes is to promote the welfare of children and youth in home, school, places of worship, and throughout the community. To raise the standards of home life, to advocate for laws that furthur education, physical and mental health, welfare, and safety of children and youth. To promote the collaboration and engagement of families and educators in the education of children and youth; to advocate for fiscal responsibility regarding public tax dollars in public education funding.

Description of other expenses Part I line 16

Description AmountAll Pro Expenses 1,723Faculty Appreciation 3,919Mornings with Mom 765Mother-Son Night 537Spirit Night 1,241Health and Wellness 150Membership Expenses 379WOWEE Expenses 1,469Truck or Treat/Fall Festival 292School/Tech Initiatives 12,819Operational Expenses: Banking 11Operational Expenses: Council Dues 250Operational Expenses: General 1,068Sponsorship Expenses 158

Other changes in net assets or fund balances Part I line 20

Description AmountAdjustment to Income 75

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organizations primary exempt purposes is to promote the welfare of children and youth in home, school, places of worship, and throughout the community. To raise the standards of home life, to advocate for laws that furthur education, physical and mental health, welfare, and safety of children and youth. To promote the collaboration and engagement of families and educators in the education of children and youth; to advocate for fiscal responsibility regarding public tax dollars in public education funding.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAll Pro Expenses 1,723Faculty Appreciation 3,919Mornings with Mom 765Mother-Son Night 537Spirit Night 1,241Health and Wellness 150Membership Expenses 379WOWEE Expenses 1,469Truck or Treat/Fall Festival 292School/Tech Initiatives 12,819Operational Expenses: Banking 11Operational Expenses: Council Dues 250Operational Expenses: General 1,068Sponsorship Expenses 158
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary K Coughlin EA NTPI CAA
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