Civic Intelligence

Oakdale PTO

990EZ • Fiscal year 2015 • EIN 27-0099226

Aug 01, 2014 to Jul 31, 2015 • Filed on Nov 28, 2015

Organization Profilewww.rcsd.ms/domain/3567
171 Oakdale RoadBrandon, MS 39047

(601) 992-5442

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$32,575

Up $5,450 (+20%) from 2014

Net Assets

Up

$32,575

Up $5,450 (+20%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin80th percentile

Revenue

Down

$22,576

Down $6,037 (-21%) from 2014

Expenses

Down

$17,126

Down $3,435 (-17%) from 2014

Net Income

Down

$5,450

Down $2,602 (-32%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$40K$30K$20K$10K$0Assets 2011: $17,218Liabilities 2011: $0Net Assets 2011: $17,2182011Assets 2012: $21,943Liabilities 2012: $0Net Assets 2012: $21,9432012Assets 2013: $19,073Liabilities 2013: $0Net Assets 2013: $19,0732013Assets 2014: $27,125Liabilities 2014: $0Net Assets 2014: $27,1252014Assets 2015: $32,575Liabilities 2015: $0Net Assets 2015: $32,5752015Assets 2016: $29,943Liabilities 2016: $0Net Assets 2016: $29,9432016Assets 2017: $10,494Liabilities 2017: $0Net Assets 2017: $10,4942017Assets 2018: $12,527Liabilities 2018: $0Net Assets 2018: $12,5272018

Highlighted filing

2015

Assets$32,575
Liabilities$0
Net Assets$32,575
Open 2015 Filing

Operations Trend

Revenue Growth23rd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $35,331Expenses 2011: $21,491Net Income 2011: $13,8402011Revenue 2012: $33,798Expenses 2012: $29,073Net Income 2012: $4,7252012Revenue 2013: $26,469Expenses 2013: $29,339Net Income 2013: -$2,8702013Revenue 2014: $28,613Expenses 2014: $20,561Net Income 2014: $8,0522014Revenue 2015: $22,576Expenses 2015: $17,126Net Income 2015: $5,4502015Revenue 2016: $36,777Expenses 2016: $39,409Net Income 2016: -$2,6322016Revenue 2017: $37,692Expenses 2017: $57,141Net Income 2017: -$19,4492017Revenue 2018: $39,068Expenses 2018: $37,035Net Income 2018: $2,0332018

Highlighted filing

2015

Revenue$22,576
Expenses$17,126
Net Income$5,450
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Nov 28, 2015
Return Version
2014v5.0
Gross Receipts
$55,427
Mission and Program Overview

Mission

Advancement of Educational Environment at Oakdale Elementary School: Oakdale PTO is dedicated to promoting the welfare of children and youth in home, school and community and to bring into closer relationship the home and the school. The PTO organizes several fundraisers each year to support activities and provide materials for the Oakdale Elementary School. Some of these fundraisers involve selling products (i.e. candy, wrapping paper). All the fundraisers are carried out entirely or by volunteers and the fundraisers are conducted only for short periods of time.

Program Services

DescriptionGrantsExpenses
IXL Internet Membership benefitting more than 250 students at Oakdale Elementary School ($2000), Teacher Continued Education ($209), Classroom Blinds ($4700)$0$6,909
Reimbursed 43 classroom teachers up to $150 each for pre-approved educational tools to be utilized at Oakdale Elementary School. Oakdale PTO promotes positive relationships between parents, teachers, and faculty by assuring classroom supply needs for teachers and students are met.$0$5,815
Purchase of special event materials such as teacher appreciation luncheons, student events, and office supplies benefiting 620 students and the faculty at Oakdale Elementary School. Oakdale PTO promotes student academic achievement, student physical achievements, and social skills through Oakdale Elementary Cougar of the Quarter breakfasts, Kindergarten Graduation, Marathon Awards, and Annual Fall Event.$0$4,402
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracie BarnardPresidentPT$0--
Ashley ClarkVice PresidentPT$0--
Jennifer BerryTreasurerPT$0--
Karen FreenySecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Oakdale Pto
EIN
27-0099226
Phone
6019925442
Address
171 Oakdale Road, Brandon, MS 39047

Signing Officer

Name
Jennifer Berry
Title
President
Phone
6015407834
Signed
2015-11-28
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Reimbursed 43 classroom teachers up to $150 each for pre-approved educational tools to be used at Oakdale Elementary School. Oakdale PTO promotes positive relationships between parents, teachers, students, and faculty by assuring classroom supply needs for teachers and students are met.”

Form 990-EZ, Part I, Line 16

“IXL Learning Software/Website subscription for 1 year for 250 students ($2000), Teacher Continued Education Class ($209),Classroom Blinds ($4700), Student Events ($2433.95), Teacher Events ($1879.44), Operating Costs ($89.04)”

Raw XML Appendix239 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/PersonNm0Jennifer Berry
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Advancement of Educational Environment at Oakdale Elementary School: Oakdale PTO is dedicated to promoting the welfare of children and youth in home, school and community and to bring into closer relationship the home and the school. The PTO organizes several fundraisers each year to support activities and provide materials for the Oakdale Elementary School. Some of these fundraisers involve selling products (i.e. candy, wrapping paper). All the fundraisers are carried out entirely or by volunteers and the fundraisers are conducted only for short periods of time.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IXL Internet Membership benefitting more than 250 students at Oakdale Elementary School ($2000), Teacher Continued Education ($209), Classroom Blinds ($4700)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Reimbursed 43 classroom teachers up to $150 each for pre-approved educational tools to be utilized at Oakdale Elementary School. Oakdale PTO promotes positive relationships between parents, teachers, and faculty by assuring classroom supply needs for teachers and students are met.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Purchase of special event materials such as teacher appreciation luncheons, student events, and office supplies benefiting 620 students and the faculty at Oakdale Elementary School. Oakdale PTO promotes student academic achievement, student physical achievements, and social skills through Oakdale Elementary Cougar of the Quarter breakfasts, Kindergarten Graduation, Marathon Awards, and Annual Fall Event.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06909
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15815
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24402
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0More than 331/3% of contributions are from membership fees and school fundraisers.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 9
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reimbursed 43 classroom teachers up to $150 each for pre-approved educational tools to be used at Oakdale Elementary School. Oakdale PTO promotes positive relationships between parents, teachers, students, and faculty by assuring classroom supply needs for teachers and students are met.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IXL Learning Software/Website subscription for 1 year for 250 students ($2000), Teacher Continued Education Class ($209),Classroom Blinds ($4700), Student Events ($2433.95), Teacher Events ($1879.44), Operating Costs ($89.04)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Berry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06015407834
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKDALE PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKD
ReturnHeader/Filer/EIN0270099226
ReturnHeader/Filer/PhoneNum06019925442
ReturnHeader/Filer/USAddress/AddressLine1Txt0171 Oakdale Road
ReturnHeader/Filer/USAddress/CityNm0Brandon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039047
ReturnHeader/ReturnTs02015-11-28T14:12:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,575
Liabilities
$0
Net assets
$32,575
Revenue
$22,576
Expenses
$17,126
Net income
$5,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$39.1$37.0$2.03
2017Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$37.7$57.1$19.4
2016Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$36.8$39.4$2.63
2015Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$22.6$17.1$5.45
2014Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$28.6$20.6$8.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$0.00$19.1$26.5$29.3$2.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$0.00$21.9$33.8$29.1$4.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$0.00$17.2$35.3$21.5$13.8