Civic Intelligence

Oakwood Elementary School PTA

990EZ • Fiscal year 2018 • EIN 41-6038328

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

Organization ProfileWWW.OAKWOODPTA.ORG
17340 County Road 6Plymouth, MN 55447

(763) 745-5700

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

21st percentile

-13%

Higher net margin than 21% 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

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$28,849

Down $6,411 (-18%) from 2017

Net Assets

Down

$28,849

Down $6,411 (-18%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Up

$48,639

Up $11,065 (+29%) from 2017

Expenses

Up

$55,050

Up $10,367 (+23%) from 2017

Net Income

Up

-$6,411

Up $698 (+9.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$80K$60K$40K$20K$0Assets 2011: $21,523Liabilities 2011: $02011Assets 2013: $12,478Liabilities 2013: $0Net Assets 2013: $12,4782013Assets 2014: $19,081Liabilities 2014: $0Net Assets 2014: $19,0812014Assets 2015: $34,457Liabilities 2015: $02015Assets 2016: $42,369Net Assets 2016: $42,3692016Assets 2017: $35,260Net Assets 2017: $35,2602017Assets 2018: $28,849Net Assets 2018: $28,8492018Assets 2019: $25,802Net Assets 2019: $25,8022019Assets 2020: $30,384Net Assets 2020: $30,3842020Assets 2021: $31,144Net Assets 2021: $31,1442021Assets 2022: $34,093Net Assets 2022: $34,0932022Assets 2023: $17,026Liabilities 2023: $0Net Assets 2023: $17,0262023Assets 2025: $65,640Net Assets 2025: $65,6402025

Highlighted filing

2018

Assets$28,849
Liabilities-
Net Assets$28,849
Open 2018 Filing

Operations Trend

Revenue Growth78th percentile

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

$100K$50K$0-$50KRevenue 2011: $49,995Expenses 2011: $49,995Net Income 2011: $02011Revenue 2013: $41,778Expenses 2013: $39,300Net Income 2013: $2,4782013Revenue 2014: $36,885Expenses 2014: $30,282Net Income 2014: $6,6032014Revenue 2015: $46,669Expenses 2015: $31,293Net Income 2015: $15,3762015Revenue 2016: $41,719Expenses 2016: $33,807Net Income 2016: $7,9122016Revenue 2017: $37,574Expenses 2017: $44,683Net Income 2017: -$7,1092017Revenue 2018: $48,639Expenses 2018: $55,050Net Income 2018: -$6,4112018Revenue 2019: $45,045Expenses 2019: $48,092Net Income 2019: -$3,0472019Revenue 2020: $40,563Expenses 2020: $35,981Net Income 2020: $4,5822020Revenue 2021: $29,064Expenses 2021: $28,304Net Income 2021: $7602021Revenue 2022: $46,998Expenses 2022: $44,049Net Income 2022: $2,9492022Revenue 2023: $76,714Expenses 2023: $59,688Net Income 2023: $17,0262023Revenue 2025: $50,299Expenses 2025: $43,433Net Income 2025: $6,8662025

Highlighted filing

2018

Revenue$48,639
Expenses$55,050
Net Income-$6,411
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$90,025
Mission and Program Overview

Mission

Oakwood elementary pta assists the teachers, children, and parents of oakwood elementary. The pta used approximately 400 volunteers, serving over 4000 hours, to aid their children's education.

Program Services

DescriptionGrantsExpenses
SPONSOR STUDENT AND FAMILY PROGRAMS AND PURCHASE ITEMS FOR MUSIC, GYM, ART, AND TECHNOLOGY EDUCATION.$26,931$31,553
PROVIDE SCHOLARSHIPS TO STUDENTS FOR SCHOOL SUPPLIES AND ACTIVITY PARTICIPATION.$8,960$8,960
PROVIDED GRANTS TO TEACHERS AND CLASSROOMS FOR SUPPLEMENTAL STUDENT INCENTIVES AND ENRICHMENTS.$7,432$7,432
ADVOCATE FOR CHILDREN IN EDUCATION$409$409
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER SMITHPresidentPT$0--
SARAH AMELOTTEVice PresidePT$0--
EMILY HOPKINSSecretaryPT$0--
STEVE WILLIAMSTreasurerPT$0--
LAURIE MCELMEELDeputy TreasPT$0--
HEATHER DAWSONDeputy TreasPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$49,807-$22,355-
Carnival$9,100$9,100$3,844$5,256
Total Events$64,068$14,261$30,124$-15,863
Filing and Contact Details

Filer

Filer Name
Oakwood Elementry School Pta
EIN
41-6038328
Phone
7637455700
Address
17340 COUNTY ROAD 6, PLYMOUTH, MN 55447

Signing Officer

Name
Laurie Mcelmeel
Title
Deputy Treasurer
Phone
7637455700
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Murry & Associates LLC
Address
7575 GOLDEN VALLEY RD STE 119, GOLDEN VALLEY, MN 55427
Preparer
Ashley Miller
Phone
7635469340
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: oakwood elementary address: 17340 county road 6 plymouth, mn 55447 cash contribution: 7,212 name: oakwood elementary address: 17340 county road 6 plymouth, mn 55447 cash contribution: 15,479 name: oakwood elementary address: 17340 county road 6 plymouth, mn 55447 cash contribution: 6,972 name: oakwood elementary address: 17340 county road 6 plymouth, mn 55447 cash contribution: 5,340”

Form 990-ez, Part I, Line 16

“Expenses information technology 430 insurance 335 bank fees 20 credit card processing 105 hospitality 3,655 membership dues 1,044 classroom parties 788 science fair 362 family service night 447 end of year party 964 assemblies 650 misc 336 international night 1,053 graduation 127 youth frontiers 231 total 10,547”

Form 990-ez, Part III

“Oakwood elementary pta assists the teachers, children, and parents of oakwood elementary. The pta used approximately 400 volunteers, serving over 4000 hours, to aid their children's education.”

Form 990-ez, Part III, Line 31

“Advocate for children in education”

Raw XML Appendix194 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/USAddress/CityNm0PLYMOUTH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH AMELOTTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY HOPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURIE MCELMEEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HEATHER DAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DEPUTY TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DEPUTY TREAS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010547
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OAKWOOD ELEMENTARY PTA ASSISTS THE TEACHERS, CHILDREN, AND PARENTS OF OAKWOOD ELEMENTARY. THE PTA USED APPROXIMATELY 400 VOLUNTEERS, SERVING OVER 4000 HOURS, TO AID THEIR CHILDREN'S EDUCATION.
IRS990EZ/PrintingPublicationsPostageAmt0221
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSOR STUDENT AND FAMILY PROGRAMS AND PURCHASE ITEMS FOR MUSIC, GYM, ART, AND TECHNOLOGY EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED GRANTS TO TEACHERS AND CLASSROOMS FOR SUPPLEMENTAL STUDENT INCENTIVES AND ENRICHMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE SCHOLARSHIPS TO STUDENTS FOR SCHOOL SUPPLIES AND ACTIVITY PARTICIPATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ADVOCATE FOR CHILDREN IN EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026931
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17432
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28960
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt3409
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031553
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17432
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28960
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3409
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031544
IRS990EZ/SpecialEventsNetIncomeLossAmt0-14933
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055050
IRS990EZ/TotalProgramServiceExpensesAmt048354
IRS990EZ/TotalRevenueAmt048639
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OAKWOODPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060843
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025771
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08294
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016045
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0117430
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071430
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0356001
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030124
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049807
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05161
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064068
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05161
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-15863
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0717
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0717
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03208
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022355
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03844
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/StatesWhereGamingConductedCd0MN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: OAKWOOD ELEMENTARY ADDRESS: 17340 COUNTY ROAD 6 PLYMOUTH, MN 55447 CASH CONTRIBUTION: 7,212 NAME: OAKWOOD ELEMENTARY ADDRESS: 17340 COUNTY ROAD 6 PLYMOUTH, MN 55447 CASH CONTRIBUTION: 15,479 NAME: OAKWOOD ELEMENTARY ADDRESS: 17340 COUNTY ROAD 6 PLYMOUTH, MN 55447 CASH CONTRIBUTION: 6,972 NAME: OAKWOOD ELEMENTARY ADDRESS: 17340 COUNTY ROAD 6 PLYMOUTH, MN 55447 CASH CONTRIBUTION: 5,340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INFORMATION TECHNOLOGY 430 INSURANCE 335 BANK FEES 20 CREDIT CARD PROCESSING 105 HOSPITALITY 3,655 MEMBERSHIP DUES 1,044 CLASSROOM PARTIES 788 SCIENCE FAIR 362 FAMILY SERVICE NIGHT 447 END OF YEAR PARTY 964 ASSEMBLIES 650 MISC 336 INTERNATIONAL NIGHT 1,053 GRADUATION 127 YOUTH FRONTIERS 231 TOTAL 10,547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OAKWOOD ELEMENTARY PTA ASSISTS THE TEACHERS, CHILDREN, AND PARENTS OF OAKWOOD ELEMENTARY. THE PTA USED APPROXIMATELY 400 VOLUNTEERS, SERVING OVER 4000 HOURS, TO AID THEIR CHILDREN'S EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADVOCATE FOR CHILDREN IN EDUCATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE MCELMEEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DEPUTY TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07637455700
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKWOOD ELEMENTRY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0OAKW
ReturnHeader/Filer/EIN0416038328
ReturnHeader/Filer/PhoneNum07637455700
ReturnHeader/Filer/USAddress/AddressLine1Txt017340 COUNTY ROAD 6
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055447
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.241.63.5
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:11:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461454776
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MURRY & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07575 GOLDEN VALLEY RD STE 119
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GOLDEN VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055427
ReturnHeader/PreparerPersonGrp/PhoneNum07635469340
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY MILLER
ReturnHeader/ReturnTs02018-11-14T10:11:26-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
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
$28,849
Liabilities
-
Net assets
$28,849
Revenue
$48,639
Expenses
$55,050
Net income
-$6,411
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$65.6$65.6$50.3$43.4$6.87
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$0.00$17.0$76.7$59.7$17.0
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$34.1$47.0$44.0$2.95
2021Detailed filing. Detailed filing data is available for this year.$31.1$31.1$29.1$28.3$0.76
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$30.4$40.6$36.0$4.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$25.8$45.0$48.1$3.05
2018Detailed filing. Detailed filing data is available for this year.$28.8$28.8$48.6$55.1$6.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.3$35.3$37.6$44.7$7.11
2016Detailed filing. Detailed filing data is available for this year.$42.4$42.4$41.7$33.8$7.91
2015Summary only. Only limited summary data is available for this year.$34.5$0.00$46.7$31.3$15.4
2014Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$36.9$30.3$6.60
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.00$12.5$41.8$39.3$2.48
2011Summary only. Only limited summary data is available for this year.$21.5$0.00$50.0$50.0$0.00