Civic Intelligence

Newcastle Elementry Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 38-3680457

Jun 01, 2022 to May 31, 2023 • Filed on Aug 10, 2023

Organization Profile
PO Box 1133Newcastle, OK 73065

(405) 513-4554

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

87th percentile

41%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

18th percentile

-32%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$117,814

Up $11,093 (+10%) from 2022

Net Assets

Up

$117,814

Up $11,093 (+10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin87th percentile

Revenue

Down

$41,415

Down $19,694 (-32%) from 2022

Expenses

Up

$24,612

Up $22 (+0.1%) from 2022

Net Income

Down

$16,803

Down $19,716 (-54%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2023

Assets$117,814
Liabilities$0
Net Assets$117,814
Open 2023 Filing

Operations Trend

Revenue Growth18th 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

2023

Revenue$41,415
Expenses$24,612
Net Income$16,803
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Aug 10, 2023
Return Version
2022v5.0
Gross Receipts
$172,384
Mission and Program Overview

Mission

Raise funds for non budget school

Raise funds for non budget school items

Program Services

DescriptionGrantsExpenses
ACTIVITIES EVENTS PRIZES AND INCENTIVES FOR TEACHERS AND STUDENTS--
PURCHASED EQUIPMENT, TECHNOLOGY, AND SUPPLIES--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLIE MCBRIDEPresident-$0--
LAURA DAVISVice President-$0--
RACHAEL MANUELTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$80,588$80,588$64,404$16,184
Read a Thon$13,515$13,515$10,221$3,294
Total Events$94,103$94,103$74,625$19,478
Filing and Contact Details

Filer

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

Signing Officer

Name
Kellie Mcbride
Title
President
Phone
4055134554
Signed
2023-08-10
Discuss with paid preparer
Yes

Preparer

Firm
360 CPA Solutions
Address
712 N Main, Newcastle, OK 73065
Preparer
Stephanie Ellis
Phone
4053816012
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountsubscriptions 459clothing closet 165insurance 1,020supplies 1,410teacher meals 912teacher purchases 20,371”

Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KELLIE MCBRIDE
IRS990EZ/BooksInCareOfDetail/PhoneNum04055134554
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0217 GRIGSBY ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWCASTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0101011
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0117814
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0182
IRS990EZ/CostOfGoodsSoldAmt015180
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016803
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0101011
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0117814
IRS990EZ/FundraisingGrossIncomeAmt0142651
IRS990EZ/GrossProfitLossSlsOfInvntryAmt011171
IRS990EZ/GrossReceiptsAmt0172384
IRS990EZ/GrossSalesOfInventoryAmt026351
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03200
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101011
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0117814
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0101011
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0117814
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLIE MCBRIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHAEL MANUEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt024337
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE FUNDS FOR NON BUDGET SCHOOL ITEMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACTIVITIES EVENTS PRIZES AND INCENTIVES FOR TEACHERS AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PURCHASED EQUIPMENT, TECHNOLOGY, AND SUPPLIES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0115789
IRS990EZ/SpecialEventsNetIncomeLossAmt026862
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024612
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt041415
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0182
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01963
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0142651
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt060858
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt058567
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt046755
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0308831
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt026351
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt04574
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt013558
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt026806
IRS990ScheduleA/OtherIncome509Grp/TotalAmt071289
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81340
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0310794
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0142833
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061018
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060167
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046776
IRS990ScheduleA/Total509Grp/TotalAmt0310794
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0169184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073582
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0382083
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt074625
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READ A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt080588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt094103
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt080588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt094103
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019478
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt074625
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt064404
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSUBSCRIPTIONS 459CLOTHING CLOSET 165INSURANCE 1,020SUPPLIES 1,410TEACHER MEALS 912TEACHER PURCHASES 20,371
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLIE MCBRIDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04055134554
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-10
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0360 CPA Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0712 N Main
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newcastle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073065
ReturnHeader/PreparerPersonGrp/PhoneNum04053816012
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie Ellis
ReturnHeader/ReturnTs02023-08-10T17:54:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCBRIDE
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,814
Liabilities
$0
Net assets
$117,814
Revenue
$41,415
Expenses
$24,612
Net income
$16,803
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