Civic Intelligence

Oakdale PTO

990EZ • Fiscal year 2017 • EIN 27-0099226

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 15, 2017

Organization Profilewww.rcsd.ms/oakdalees
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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-52%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

6th percentile

-65%

Faster asset growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

2.5%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$10,494

Down $19,449 (-65%) from 2016

Net Assets

Down

$10,494

Down $19,449 (-65%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin8th percentile

Revenue

Up

$37,692

Up $915 (+2.5%) from 2016

Expenses

Up

$57,141

Up $17,732 (+45%) from 2016

Net Income

Down

-$19,449

Down $16,817 (-639%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2017

Assets$10,494
Liabilities$0
Net Assets$10,494
Open 2017 Filing

Operations Trend

Revenue Growth52nd 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

2017

Revenue$37,692
Expenses$57,141
Net Income-$19,449
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 15, 2017
Return Version
2016v3.0
Gross Receipts
$85,845
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
Purchased 30 MacBooks and Cart and 30 Google Expeditions to benefit the 620 students at Oakdale Elementary School ($35,339.95), Teacher Continued Education ($2025.62), Yearbook Fees ($1158.80)$0$38,524
Purchase of special event materials student awards and graduation 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, Homecoming Float, Playground Resurfacing, Water Fountains, Building Improvements, and Annual Fall Event.$0$9,855
Reimbursed 39 classroom teachers up to $150 each for pre-approved educational tools to be utilized at Oakdale Elementary School and provided monthly teacher luncheons. Oakdale PTO promotes positive relationships between parents, teachers, and faculty by assuring classroom supply needs for teachers and students are met.$0$8,491
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brina HayesPresidentPT$0--
Jennifer RatcliffeVice 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
2017-12-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“More than 35 teachers were each given a stipend (based on classroom enrollment, ranging from $50-$150) for reimbursement of classroom supply expenses.”

Form 990-EZ, Part I, Line 16

“Technology Purchases (30 MacBooks and Cart and 30 Google Expeditions) $35339.95, Yearbook Expense $1158.80, Student Recognition Events $2164.41, Teacher Appreciation Events $4820.42, Teacher Continued Education $2025.62, Building Improvements (Playground mulch, Water Fountains, Staff Lounge) $7962.50.”

Raw XML Appendix234 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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IRS990EZ/OtherChangesInNetAssetsAmt00
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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
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Reimbursed 39 classroom teachers up to $150 each for pre-approved educational tools to be utilized at Oakdale Elementary School and provided monthly teacher luncheons. 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 student awards and graduation 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, Homecoming Float, Playground Resurfacing, Water Fountains, Building Improvements, and Annual Fall Event.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038524
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18491
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29855
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt082965
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057757
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065839
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0340221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0More than 35 teachers were each given a stipend (based on classroom enrollment, ranging from $50-$150) for reimbursement of classroom supply expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Technology Purchases (30 MacBooks and Cart and 30 Google Expeditions) $35339.95, Yearbook Expense $1158.80, Student Recognition Events $2164.41, Teacher Appreciation Events $4820.42, Teacher Continued Education $2025.62, Building Improvements (Playground mulch, Water Fountains, Staff Lounge) $7962.50.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Berry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06015407834
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-15
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/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.246.12.33
ReturnHeader/ReturnTs02017-12-15T18:22:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,494
Liabilities
$0
Net assets
$10,494
Revenue
$37,692
Expenses
$57,141
Net income
-$19,449
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