Civic Intelligence

Country Lane Intermediate PTA

EIN 30-0544578 • 501(c)3 • Broken Arrow, OK

Profile

PTA - School and Teacher Support

251 E OmahaBroken Arrow, OK 74012

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

86th percentile

46%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

94th percentile

135%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$13,131

Up $371 (+2.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$13,131

Up $371 (+2.9%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin76th percentile

Revenue

Down

$11,281

Down $7,433 (-40%) from 2023

Expenses

Down

$10,910

Down $3,765 (-26%) from 2023

Net Income

Down

$371

Down $3,668 (-91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2014: $13,745Net Assets 2014: $13,7452014Assets 2015: $15,262Net Assets 2015: $15,2622015Assets 2016: $12,226Net Assets 2016: $12,2262016Assets 2017: $10,164Net Assets 2017: $10,1642017Assets 2018: $6,691Net Assets 2018: $6,6912018Assets 2019: $8,917Net Assets 2019: $8,9172019Assets 2020: $26,882Net Assets 2020: $26,9172020Assets 2021: $15,158Liabilities 2021: $0Net Assets 2021: $15,1582021Assets 2022: $8,721Liabilities 2022: $0Net Assets 2022: $8,7212022Assets 2023: $12,760Liabilities 2023: $0Net Assets 2023: $12,7602023Assets 2024: $13,131Liabilities 2024: $0Net Assets 2024: $13,1312024

Highlighted filing

2024

Assets$13,131
Liabilities$0
Net Assets$13,131
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2014: $21,717Expenses 2014: $28,659Net Income 2014: -$6,9422014Revenue 2015: $20,790Expenses 2015: $19,273Net Income 2015: $1,5172015Revenue 2016: $20,896Expenses 2016: $23,932Net Income 2016: -$3,0362016Revenue 2017: $32,606Expenses 2017: $34,668Net Income 2017: -$2,0622017Revenue 2018: $12,808Expenses 2018: $16,281Net Income 2018: -$3,4732018Revenue 2019: $11,718Expenses 2019: $9,530Net Income 2019: $2,1882019Revenue 2020: $22,901Expenses 2020: $3,728Net Income 2020: $19,1732020Revenue 2021: -$1,485Expenses 2021: $10,239Net Income 2021: -$11,7242021Revenue 2022: $7,952Expenses 2022: $14,389Net Income 2022: -$6,4372022Revenue 2023: $18,714Expenses 2023: $14,675Net Income 2023: $4,0392023Revenue 2024: $11,281Expenses 2024: $10,910Net Income 2024: $3712024

Highlighted filing

2024

Revenue$11,281
Expenses$10,910
Net Income$371
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,131
Liabilities
$0
Net assets
$13,131
Revenue
$11,281
Expenses
$10,910
Net income
$371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$11.3$10.9$0.37
2023Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$18.7$14.7$4.04
2022Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$7.95$14.4$6.44
2021Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.49$10.2$11.7
2020Detailed filing. Detailed filing data is available for this year.$26.9$26.9$22.9$3.73$19.2
2019Detailed filing. Detailed filing data is available for this year.$8.92$8.92$11.7$9.53$2.19
2018Detailed filing. Detailed filing data is available for this year.$6.69$6.69$12.8$16.3$3.47
2017Detailed filing. Detailed filing data is available for this year.$10.2$10.2$32.6$34.7$2.06
2016Detailed filing. Detailed filing data is available for this year.$12.2$12.2$20.9$23.9$3.04
2015Detailed filing. Detailed filing data is available for this year.$15.3$15.3$20.8$19.3$1.52
2014Detailed filing. Detailed filing data is available for this year.$13.7$13.7$21.7$28.7$6.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 1, 2024
Return Version
2023v5.1
Gross Receipts
$57,409
Mission and Program Overview

Mission

PTA - School and Teacher Support

Program Services

DescriptionGrantsExpenses
Support of teaching and administrative staff of Intermediate school through purchase of supplies,equipment and hospitality-$9,398
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katy AndersonPresident-$0--
Karli BakerVice President-$0--
Kathleen Wright2nd Vice President-$0--
Stacey MartinSecretary-$0--
Birttany HulsizerTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundr$24,732$24,732$17,386$7,346
Holiday Stor$15,597$15,597$14,065$1,532
Total Events$40,329$40,329$31,451$8,878
Filing and Contact Details

Filer

Filer Name
Country Lane Intermediate PTA
EIN
30-0544578
Address
251 E Omaha, Broken Arrow, OK 74012

Signing Officer

Name
Brittany Hulsizer
Title
Treasurer
Phone
9182313258
Signed
2024-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Laura C Watson CPA
Address
6334 E 128th St S, Bixby, OK 74008
Preparer
Laura C Watson
Phone
9188097220
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Teacher Grants - Intermediate School Grantee Teaching Staff Country Lane Inter Street 251 E Omaha City, State, Zip Broken Arrow, OK 74012Relationship Intermediate School staff Amount 3,708”

Description of other expenses Part I line 16

“Description AmountSchool Support 419STEM Night / Literary Night / Paint 1,536AIM Insurance 585Membership Dues 1,335Miscellaneous 313Hospitality 1,439Teacher Appreciation 630”

Raw XML Appendix174 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/BenefitsPaidToOrForMembersAmt0545
IRS990EZ/BooksInCareOfDetail/PersonNm0Country Lane Intermediate PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum09188597505
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0251 E Omaha
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Broken Arrow
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074012
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012760
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013131
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0246
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0371
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012760
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013131
IRS990EZ/FundraisingGrossIncomeAmt055294
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03708
IRS990EZ/GrossReceiptsAmt057409
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01869
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012760
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013131
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012760
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013131
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katy Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karli Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kathleen Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stacey Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Birttany Hulsizer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt06257
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA - School and Teacher Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support of teaching and administrative staff of Intermediate school through purchase of supplies,equipment and hospitality
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09398
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt046128
IRS990EZ/SpecialEventsNetIncomeLossAmt09166
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010910
IRS990EZ/TotalProgramServiceExpensesAmt09398
IRS990EZ/TotalRevenueAmt011281
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02404
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05431
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014738
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt055294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037831
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013351
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt046689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0193415
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0208153
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041204
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014766
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052120
IRS990ScheduleA/Total509Grp/TotalAmt0208153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042654
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052120
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0208153
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031451
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spring Fundr
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Holiday Stor
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040329
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040329
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08878
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031451
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017386
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014065
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/LicensedStatesCd0OK
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Teacher Grants - Intermediate School Grantee Teaching Staff Country Lane Inter Street 251 E Omaha City, State, Zip Broken Arrow, OK 74012Relationship Intermediate School staff Amount 3,708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountSchool Support 419STEM Night / Literary Night / Paint 1,536AIM Insurance 585Membership Dues 1,335Miscellaneous 313Hospitality 1,439Teacher Appreciation 630
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brittany Hulsizer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09182313258
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Country Lane Intermediate PTA
ReturnHeader/Filer/BusinessNameControlTxt0COUN
ReturnHeader/Filer/EIN0300544578
ReturnHeader/Filer/USAddress/AddressLine1Txt0251 E Omaha
ReturnHeader/Filer/USAddress/CityNm0Broken Arrow
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074012
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Laura C Watson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06334 E 128th St S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bixby
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074008
ReturnHeader/PreparerPersonGrp/PhoneNum09188097220
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura C Watson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-02T09:17:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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