Civic Intelligence

White Oak Elementary School PTA

990EZ • Fiscal year 2023 • EIN 26-4368452

Jun 01, 2022 to May 31, 2023 • Filed on Jul 17, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

49th percentile

2.5%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

34%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$10,012

Up $922 (+10%) from 2022

Net Assets

Up

$10,012

Up $922 (+10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$36,837

Up $9,438 (+34%) from 2022

Expenses

Up

$35,915

Up $10,709 (+42%) from 2022

Net Income

Down

$922

Down $1,271 (-58%) from 2022

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

2023

Assets$10,012
Liabilities$0
Net Assets$10,012

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

2023

Revenue$36,837
Expenses$35,915
Net Income$922
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Jul 17, 2023
Return Version
2022v5.0
Gross Receipts
$49,415
Mission and Program Overview

Mission

See O Statement

Program Services

DescriptionGrantsExpenses
Brain-Pop with unlimited 12-month access learning for 740 students Prek-5th grade. School tech initiative Rock Wall and Garden Club.-$22,082
Promoting parent-child activities and events, such as Mornings with Mom,Father-Daughter Dance, family-driven nights, and All Pro Dads.-$6,862
Supporting estimated 52 teachers throughout the year, recognizing hard work and acknowledging teaching efforts.`-$3,322
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caren CarneyCo-PresidentPT$0--
Lindsay TaylorSecretaryPT$0--
Lindsay AcciaritoCo-Vice PresidentPT$0--
Michelle MockalisCo-PresidentPT$0--
Karen HastieTreasurerPT$0--
Mauricia WilliamsCo-Vice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boot Scoot$21,269$21,269$5,794$15,475
Total Events$21,269$21,269$5,794$15,475
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
Title
Treasurer
Phone
6785465550
Signed
2023-07-17
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 Dad 3,882Faculty Appreciation 3,322Mornings with Mom 787Family Night Fam Jam 1,157Spirit Nights BTS 1,035Health and Wellness 127Membership Expenses 501WOWEE Expenses 1,960Truck or Treat/Fall Festival 573School/Tech Initiatives 5,389Operational Expenses: Banking 18Operational Expenses: Council Dues 250Operational Expenses: PTA Supplies 493Operational Expenses: Insurance 565Operational Expenses: Incorporation 60Operational Expenses: Website Renew 324Operational Expenses: Cashbox 330Sponsorship Expenses 240WOES School Donations 14,383Reflections Art Contest 14Read Around America/Cele WO 55

Raw XML Appendix193 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.

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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 Dad 3,882Faculty Appreciation 3,322Mornings with Mom 787Family Night Fam Jam 1,157Spirit Nights BTS 1,035Health and Wellness 127Membership Expenses 501WOWEE Expenses 1,960Truck or Treat/Fall Festival 573School/Tech Initiatives 5,389Operational Expenses: Banking 18Operational Expenses: Council Dues 250Operational Expenses: PTA Supplies 493Operational Expenses: Insurance 565Operational Expenses: Incorporation 60Operational Expenses: Website Renew 324Operational Expenses: Cashbox 330Sponsorship Expenses 240WOES School Donations 14,383Reflections Art Contest 14Read Around America/Cele WO 55
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ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

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