Civic Intelligence

Newcastle Elementry Parent Teacher Organization

990EZ • Fiscal year 2018 • EIN 38-3680457

Jun 01, 2017 to May 31, 2018 • Filed on Oct 01, 2018

Organization Profile
PO Box 1133Newcastle, OK 73065

(405) 414-1518

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

58th percentile

7.0%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

-1.4%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$43,356

Up $2,592 (+6.4%) from 2017

Net Assets

Up

$43,356

Up $2,592 (+6.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin58th percentile

Revenue

Down

$37,295

Down $531 (-1.4%) from 2017

Expenses

Up

$34,703

Up $107 (+0.3%) from 2017

Net Income

Down

$2,592

Down $638 (-20%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$150K$100K$50K$0Assets 2011: $20,999Liabilities 2011: $02011Assets 2012: $17,750Liabilities 2012: $0Net Assets 2012: $17,7502012Assets 2013: $17,667Liabilities 2013: $0Net Assets 2013: $17,6672013Assets 2014: $15,090Liabilities 2014: $0Net Assets 2014: $15,0902014Assets 2015: $15,186Liabilities 2015: $0Net Assets 2015: $15,1862015Assets 2016: $12,412Liabilities 2016: $0Net Assets 2016: $12,4122016Assets 2017: $40,764Liabilities 2017: $0Net Assets 2017: $40,7642017Assets 2018: $43,356Liabilities 2018: $0Net Assets 2018: $43,3562018Assets 2019: $41,073Liabilities 2019: $0Net Assets 2019: $41,0732019Assets 2020: $55,591Liabilities 2020: $0Net Assets 2020: $55,5912020Assets 2021: $70,202Liabilities 2021: $0Net Assets 2021: $70,2022021Assets 2022: $106,721Liabilities 2022: $0Net Assets 2022: $106,7212022Assets 2023: $117,814Liabilities 2023: $0Net Assets 2023: $117,8142023Assets 2024: $132,896Liabilities 2024: $0Net Assets 2024: $132,8962024

Highlighted filing

2018

Assets$43,356
Liabilities$0
Net Assets$43,356
Open 2018 Filing

Operations Trend

Revenue Growth46th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $14,443Expenses 2011: $11,726Net Income 2011: $2,7172011Revenue 2012: $10,472Expenses 2012: $13,721Net Income 2012: -$3,2492012Revenue 2013: $2,806Expenses 2013: $4,718Net Income 2013: -$1,9122013Revenue 2014: $5,594Expenses 2014: $8,199Net Income 2014: -$2,6052014Revenue 2015: $9,200Expenses 2015: $9,104Net Income 2015: $962015Revenue 2016: $7,940Expenses 2016: $10,781Net Income 2016: -$2,8412016Revenue 2017: $37,826Expenses 2017: $34,596Net Income 2017: $3,2302017Revenue 2018: $37,295Expenses 2018: $34,703Net Income 2018: $2,5922018Revenue 2019: $21,490Expenses 2019: $23,773Net Income 2019: -$2,2832019Revenue 2020: $24,166Expenses 2020: $9,648Net Income 2020: $14,5182020Revenue 2021: $24,960Expenses 2021: $10,349Net Income 2021: $14,6112021Revenue 2022: $61,109Expenses 2022: $24,590Net Income 2022: $36,5192022Revenue 2023: $41,415Expenses 2023: $24,612Net Income 2023: $16,8032023Revenue 2024: $33,907Expenses 2024: $18,825Net Income 2024: $15,0822024

Highlighted filing

2018

Revenue$37,295
Expenses$34,703
Net Income$2,592
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Oct 1, 2018
Return Version
2017v2.2
Gross Receipts
$86,189
Mission and Program Overview

Mission

Raise funds for non budget school

Program Services

DescriptionGrantsExpenses
PURCHASED PLAYGROUND EQUIPMENT AND TECHNOLOGY SUPPLIES-$7,605
ACTIVITIES EVENTS PRIZES AND INCENTIVES FOR TEACHERS AND STUDENTS--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VALERIE DOBBSPresident-$0--
SARA BOARDWINEVice President-$0--
TRACY VISORTreasurer-$0--
CODY HADDOCKSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough----
Filing and Contact Details

Filer

Filer Name
Newcastle Elementary Parent-teacher
EIN
38-3680457
Address
PO BOX 1133, NEWCASTLE, OK 73065

Signing Officer

Name
Valerie D Dobbs
Title
V President
Phone
4054141518
Signed
2018-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Full Circle Management LLC
Address
708 S MAIN SUITE A, NEWCASTLE, OK 73065
Preparer
Cynthia a Frizzell
Phone
4053875208
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountdues and subscriptions 217holiday shop fee 8,102literacy night supplies 200monthly meeting food 156office supplies 231paper 26parent teacher conference food 783teacher staff appreciation week 751teacher staff birthday supplies 498liability insurance 569teacher staff requests 3,728volunteer food 86reimbursements 356benevolence fund 520playground equipment 7,605technololgy purchases 10,039pto expo fees 8”

Raw XML Appendix152 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/PersonNm0TRACY VISOR
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1133
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWCASTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040764
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043356
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0511
IRS990EZ/CostOfGoodsSoldAmt015061
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02592
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0643
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt063150
IRS990EZ/GrossProfitLossSlsOfInvntryAmt06875
IRS990EZ/GrossReceiptsAmt086189
IRS990EZ/GrossSalesOfInventoryAmt021936
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0592
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040764
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043356
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043356
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VALERIE DOBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARA BOARDWINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACY VISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CODY HADDOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt033875
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE FUNDS FOR NON BUDGET SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0185
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACTIVITIES EVENTS PRIZES AND INCENTIVES FOR TEACHERS AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PURCHASED PLAYGROUND EQUIPMENT AND TECHNOLOGY SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07605
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033833
IRS990EZ/SpecialEventsNetIncomeLossAmt029317
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034703
IRS990EZ/TotalProgramServiceExpensesAmt07605
IRS990EZ/TotalRevenueAmt037295
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0511
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01171
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt033833
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt033833
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt063150
IRS990ScheduleA/OtherIncome509Grp/TotalAmt063150
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.35660
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt035004
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034344
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0660
IRS990ScheduleA/Total509Grp/TotalAmt035004
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097494
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt098154
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDUES AND SUBSCRIPTIONS 217HOLIDAY SHOP FEE 8,102LITERACY NIGHT SUPPLIES 200MONTHLY MEETING FOOD 156OFFICE SUPPLIES 231PAPER 26PARENT TEACHER CONFERENCE FOOD 783TEACHER STAFF APPRECIATION WEEK 751TEACHER STAFF BIRTHDAY SUPPLIES 498LIABILITY INSURANCE 569TEACHER STAFF REQUESTS 3,728VOLUNTEER FOOD 86REIMBURSEMENTS 356BENEVOLENCE FUND 520PLAYGROUND EQUIPMENT 7,605TECHNOLOLGY PURCHASES 10,039PTO EXPO FEES 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE D DOBBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04054141518
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWCASTLE ELEMENTARY PARENT-TEACHER
ReturnHeader/Filer/BusinessNameControlTxt0NEWC
ReturnHeader/Filer/EIN0383680457
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1133
ReturnHeader/Filer/USAddress/CityNm0NEWCASTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073065
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A25B5A7C37579A5E181B57C7EA4D626380A75FEE
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07323342018284xjoolda
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.195.36.196
ReturnHeader/FilingSecurityInformation/IPDt02018-10-11
ReturnHeader/FilingSecurityInformation/IPTm016:04:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731456102
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FULL CIRCLE MANAGEMENT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0708 S MAIN SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWCASTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073065
ReturnHeader/PreparerPersonGrp/PhoneNum04053875208
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA A FRIZZELL
ReturnHeader/ReturnTs02018-10-11T16:01:52-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,356
Liabilities
$0
Net assets
$43,356
Revenue
$37,295
Expenses
$34,703
Net income
$2,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.34$0.19$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.41$0.25$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.61$0.25$0.37
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.25$0.10$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.24$0.10$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.21$0.24$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.37$0.35$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.38$0.35$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.08$0.11$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.06$0.08$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$0.03$0.05$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$0.10$0.14$0.03
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.14$0.12$0.03