Civic Intelligence

White Oak Elementary School PTA

990EZ • Fiscal year 2024 • EIN 26-4368452

Jun 01, 2023 to May 31, 2024 • Filed on Jun 28, 2024

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

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

50th percentile

3.4%

Higher net margin than 50% 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

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

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

Assets

Up

$11,046

Up $1,034 (+10%) from 2023

Net Assets

Up

$11,046

Up $1,034 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$30,786

Down $6,051 (-16%) from 2023

Expenses

Down

$29,752

Down $6,163 (-17%) from 2023

Net Income

Up

$1,034

Up $112 (+12%) from 2023

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

2024

Assets$11,046
Liabilities$0
Net Assets$11,046

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

2024

Revenue$30,786
Expenses$29,752
Net Income$1,034
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Jun 28, 2024
Return Version
2023v5.1
Gross Receipts
$42,989
Mission and Program Overview

Mission

See O Statement

To promote welfare of childrenyouthedu

Program Services

DescriptionGrantsExpenses
Donating all Boot Scoot funds raised to White Oak ES to be used for teachers and support staff, and sponsor Book Mobile.-$18,868
Organized annual fundraiser for up to 740 students Prek-5th grade to participate outdoors to create fun and healthy environment for kids, teachers, and families.-$7,377
Supporting estimated 52 teachers throughout the year, recognizing hard work and acknowledging teaching efforts. Incl Teachers Apprec,monthly Snack Carts,Officer Safety.-$5,971
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Molly StoneTreasurerPT$0--
Lindsay TaylorSecretaryPT$0--
Lindsay AcciaritoCo-PresidentPT$0--
Michelle MockalisCo-PresidentPT$0--
Mauricia WilliamsCo-Vice PresidentPT$0--
Charis RogersCo-Vice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boot Scoot$25,545$25,545$7,337$18,208
Total Events$25,545$25,545$7,337$18,208
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
Molly Stone
Title
Treasurer
Phone
6785465550
Signed
2024-06-28
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 411Faculty Appreciation 5,871Health and Wellness 100Grandparents Luncheon 680Membership Dues 638Sponsorship 209Donations 18,718Candy Grams 207Fine Arts 86Operational Expenses: Council Dues 250Operational Expenses: PTA Supplies 163Operational Expenses: Insurance 565Operational Expenses: Incorporation 85Operational Expenses: Website Renew 324Operational Expenses: General Exp 586Operational Expenses: Lanier Cluste 179Operational Expenses: PTA Mtg Train 180

Raw XML Appendix195 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 411Faculty Appreciation 5,871Health and Wellness 100Grandparents Luncheon 680Membership Dues 638Sponsorship 209Donations 18,718Candy Grams 207Fine Arts 86Operational Expenses: Council Dues 250Operational Expenses: PTA Supplies 163Operational Expenses: Insurance 565Operational Expenses: Incorporation 85Operational Expenses: Website Renew 324Operational Expenses: General Exp 586Operational Expenses: Lanier Cluste 179Operational Expenses: PTA Mtg Train 180
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ReturnHeader/Filer/EIN0264368452
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ReturnHeader/ReturnTs02024-06-28T23:08:48-04:00
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ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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