Civic Intelligence

Whittier Middle School Parent Teacher Organization

EIN 45-5292498 • 501(c)3 • Norman, OK

Revoked990-N Coverage

Profile

To promote Whittier Middle School academics and enhancements

Revocation date: Nov 15, 2023

2000 W Brooks StreetNorman, OK 73069

whittierweb.webnode.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

57th percentile

5.7%

Higher net margin than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

60%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$53,543

Up $5,657 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$53,543

Up $5,657 (+12%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin57th percentile

Revenue

Up

$99,935

Up $37,590 (+60%) from 2019

Expenses

Up

$94,278

Up $43,457 (+86%) from 2019

Net Income

Down

$5,657

Down $5,867 (-51%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$60K$40K$20K$0Assets 2013: $16,492Net Assets 2013: $16,4922013Assets 2014: $18,194Net Assets 2014: $18,1942014Assets 2015: $37,204Net Assets 2015: $37,2042015Assets 2016: $24,812Liabilities 2016: $02016Assets 2017: $24,812Liabilities 2017: $0Net Assets 2017: $24,8122017Assets 2018: $36,362Liabilities 2018: $0Net Assets 2018: $36,3622018Assets 2019: $47,886Liabilities 2019: $0Net Assets 2019: $47,8862019Assets 2020: $53,543Liabilities 2020: $0Net Assets 2020: $53,5432020

Highlighted filing

2020

Assets$53,543
Liabilities$0
Net Assets$53,543
Open 2020 Filing

Operations Trend

Revenue Growth86th percentile

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

$100K$50K$0-$50KRevenue 2013: $69,485Expenses 2013: $55,752Net Income 2013: $13,7332013Revenue 2014: $38,103Expenses 2014: $36,401Net Income 2014: $1,7022014Revenue 2015: $49,535Expenses 2015: $30,525Net Income 2015: $19,0102015Revenue 2016: $55,923Expenses 2016: $68,315Net Income 2016: -$12,3922016Revenue 2017: $73,251Expenses 2017: $73,251Net Income 2017: $02017Revenue 2018: $89,340Expenses 2018: $77,790Net Income 2018: $11,5502018Revenue 2019: $62,345Expenses 2019: $50,821Net Income 2019: $11,5242019Revenue 2020: $99,935Expenses 2020: $94,278Net Income 2020: $5,6572020

Highlighted filing

2020

Revenue$99,935
Expenses$94,278
Net Income$5,657
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,543
Liabilities
$0
Net assets
$53,543
Revenue
$99,935
Expenses
$94,278
Net income
$5,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$53.5$0.00$53.5$99.9$94.3$5.66
2019Detailed filing. Detailed filing data is available for this year.$47.9$0.00$47.9$62.3$50.8$11.5
2018Detailed filing. Detailed filing data is available for this year.$36.4$0.00$36.4$89.3$77.8$11.6
2017Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$73.3$73.3$0.00
2016Summary only. Only limited summary data is available for this year.$24.8$0.00$55.9$68.3$12.4
2015Detailed filing. Detailed filing data is available for this year.$37.2$37.2$49.5$30.5$19.0
2014Detailed filing. Detailed filing data is available for this year.$18.2$18.2$38.1$36.4$1.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$16.5$69.5$55.8$13.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 8, 2020
Return Version
2019v5.1
Gross Receipts
$99,935
Mission and Program Overview

Mission

To promote Whittier Middle School academics and enhancements

Raise money to help student of whittier

Program Services

DescriptionGrantsExpenses
RAISE MONEY TO HELP STUDENTS OF WHITTIER MIDDLE SCHOOL-$94,278
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN SHEERERPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon----
Filing and Contact Details

Filer

Filer Name
Whittier Middle School Parent Teacher Organization
EIN
45-5292498
Address
2000 W BROOKS STREET, NORMAN, OK 73069

Signing Officer

Name
Jessica Moss
Title
Treasurer
Phone
4052551798
Signed
2020-07-08
Discuss with paid preparer
No

Preparer

Firm
Ameri Tax Inc
Address
121 West MAIN, NORMAN, OK 73069
Preparer
Ameri-Tax Inc
Phone
4053214134
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountfund raising event expenses 94,278”

Raw XML Appendix124 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/PersonNm0MEGAN SHEERER
IRS990EZ/BooksInCareOfDetail/PhoneNum04058168941
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02000 W BROOKS STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073069
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047886
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053543
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05657
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047886
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053543
IRS990EZ/FundraisingGrossIncomeAmt099935
IRS990EZ/GrossReceiptsAmt099935
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047886
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053543
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047886
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053543
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGAN SHEERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt094278
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE MONEY TO HELP STUDENT OF WHITTIER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE MONEY TO HELP STUDENTS OF WHITTIER MIDDLE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt094278
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsNetIncomeLossAmt099935
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt094278
IRS990EZ/TotalProgramServiceExpensesAmt094278
IRS990EZ/TotalRevenueAmt099935
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0OK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFUND RAISING EVENT EXPENSES 94,278
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA MOSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04052551798
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTIER MIDDLE SCHOOL PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0455292498
ReturnHeader/Filer/USAddress/AddressLine1Txt02000 W BROOKS STREET
ReturnHeader/Filer/USAddress/CityNm0NORMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073069
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04B93FF6693D578887FBFDE0B7D7AD18474BB284F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B93FF6693D578887FBFDE0B7D7AD18474BB284F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07332732020191h1b30w0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.192.226.254
ReturnHeader/FilingSecurityInformation/IPDt02020-07-09
ReturnHeader/FilingSecurityInformation/IPTm015:59:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731566798
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMERI TAX INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 West MAIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073069
ReturnHeader/PreparerPersonGrp/PhoneNum04053214134
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ameri-Tax Inc
ReturnHeader/ReturnTs02020-07-08T14:54:32-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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