Civic Intelligence

Oak Ridge Elementary School Parent Teacher Organization

990EZ • Fiscal year 2015 • EIN 46-1987083

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 09, 2015

Organization ProfileN/A
2050 Oak Ridge RoadOak Ridge, NC 27310

(336) 644-8992

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

53rd percentile

6.6%

Higher net margin than 53% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Asset Growth

59th percentile

14%

Faster asset growth than 59% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$22,643

Up $2,822 (+14%) from 2014

Net Assets

Up

$22,643

Up $2,822 (+14%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

Down

$42,684

Down $37,831 (-47%) from 2014

Expenses

Down

$39,862

Down $41,171 (-51%) from 2014

Net Income

Up

$2,822

Up $3,340 (+645%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$300K$200K$100K$0Assets 2014: $19,821Net Assets 2014: $19,8212014Assets 2015: $22,643Net Assets 2015: $22,6432015Assets 2016: $37,160Net Assets 2016: $37,1602016Assets 2017: $60,516Net Assets 2017: $60,5162017Assets 2018: $122,527Net Assets 2018: $122,5272018Assets 2019: $153,760Net Assets 2019: $153,7602019Assets 2020: $130,212Net Assets 2020: $130,2122020Assets 2021: $129,569Net Assets 2021: $129,5692021Assets 2022: $142,489Net Assets 2022: $142,4892022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $218,973Net Assets 2024: $218,9732024Assets 2025: $175,791Net Assets 2025: $175,7912025

Highlighted filing

2015

Assets$22,643
Liabilities-
Net Assets$22,643
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $80,515Expenses 2014: $81,033Net Income 2014: -$5182014Revenue 2015: $42,684Expenses 2015: $39,862Net Income 2015: $2,8222015Revenue 2016: $63,598Expenses 2016: $49,081Net Income 2016: $14,5172016Revenue 2017: $101,453Expenses 2017: $78,097Net Income 2017: $23,3562017Revenue 2018: $103,990Expenses 2018: $41,979Net Income 2018: $62,0112018Revenue 2019: $99,072Expenses 2019: $67,839Net Income 2019: $31,2332019Revenue 2020: $53,123Expenses 2020: $76,671Net Income 2020: -$23,5482020Revenue 2021: $27,582Expenses 2021: $28,225Net Income 2021: -$6432021Revenue 2022: $91,342Expenses 2022: $78,422Net Income 2022: $12,9202022Revenue 2023: $110,341Expenses 2023: $50,069Net Income 2023: $60,2722023Revenue 2024: $114,340Expenses 2024: $98,128Net Income 2024: $16,2122024Revenue 2025: $42,971Expenses 2025: $86,153Net Income 2025: -$43,1822025

Highlighted filing

2015

Revenue$42,684
Expenses$39,862
Net Income$2,822
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$156,712
Mission and Program Overview

Mission

To promote the welfare of children

Program Services

DescriptionGrantsExpenses
The ORE PTA serves approx. 700 children. Funds are used to provide paper,supplies, educational programs, staff training, appreciation and other unfunded needs.$14,944$39,862
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA STALLINGSPresidentPT$0--
ERIN SCHILLIEVice-PresidentPT$0--
CASEY CROSSANVice-PresidentPT$0--
KELLIE MEISENHEIMERTresurerPT$0--
AMBER MIDDLETONSecretaryPT$0--
NANCY GOLDFINCHAsst SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
OR Derby$25,423$25,423$22,726$2,697
Cash For Colts$19,032$19,032$1,979$17,053
Total Events$79,761$79,761$58,382$21,379
Filing and Contact Details

Filer

Filer Name
Oak Ridge Elementary School PTO
EIN
46-1987083
Phone
3366448992
Address
2050 Oak Ridge Road, Oak Ridge, NC 27310

Signing Officer

Name
Melissa Stallings
Title
Treasurer
Phone
3366448992
Signed
2015-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Samuel K Anders CPA Msa Pc
Address
P O BOX 447, OAK RIDGE, NC 27310
Preparer
Samuel K Anders CPA Msa
Phone
3366437577
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Miscellaneous 167. Paypal fee income 1103. Sales tax collected 783. Sales tax refund 679.”

Form 990EZ, Part I, Line 10

“To provide supplies and equipment not furnished by gcs school support oak ridge elementary school supported school 14944.”

Form 990EZ, Part I, Line 16

“90th anniversary 2162. Academic events 534. Accelerated reader 3378. Administration fund 1199. Bank charges 1021. Career fair 2340. Classroom subsidy 1716. Goodwill 207. Hospitality 2872. International day 680. Kindergarten 245. Last minute school progam 1056. Liability insurance 475. Miscellaneous 344. New family cookout 591. Office supplies 11. Open house 462. Postage 66. Professional development 897. Sales tax 753. Tax paid on purchases 3907. Rounding 2.”

Raw XML Appendix165 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA STALLINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIN SCHILLIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CASEY CROSSAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLIE MEISENHEIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMBER MIDDLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NANCY GOLDFINCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Tresurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Asst Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024918
IRS990EZ/OtherRevenueTotalAmt02732
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of children
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The ORE PTA serves approx. 700 children. Funds are used to provide paper,supplies, educational programs, staff training, appreciation and other unfunded needs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014944
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039862
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt0114028
IRS990EZ/SpecialEventsNetIncomeLossAmt035554
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039862
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IRS990EZ/TotalRevenueAmt042684
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036031
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt034
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0149582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0114936
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0264518
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt034
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0153963
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IRS990ScheduleA/Total509Grp/TotalAmt0300549
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OR Derby
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025423
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019032
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt035306
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022726
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 167. PAYPAL FEE INCOME 1103. SALES TAX COLLECTED 783. SALES TAX REFUND 679.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE SUPPLIES AND EQUIPMENT NOT FURNISHED BY GCS SCHOOL SUPPORT OAK RIDGE ELEMENTARY SCHOOL SUPPORTED SCHOOL 14944.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt290TH ANNIVERSARY 2162. ACADEMIC EVENTS 534. ACCELERATED READER 3378. ADMINISTRATION FUND 1199. BANK CHARGES 1021. CAREER FAIR 2340. CLASSROOM SUBSIDY 1716. GOODWILL 207. HOSPITALITY 2872. INTERNATIONAL DAY 680. KINDERGARTEN 245. LAST MINUTE SCHOOL PROGAM 1056. LIABILITY INSURANCE 475. MISCELLANEOUS 344. NEW FAMILY COOKOUT 591. OFFICE SUPPLIES 11. OPEN HOUSE 462. POSTAGE 66. PROFESSIONAL DEVELOPMENT 897. SALES TAX 753. TAX PAID ON PURCHASES 3907. ROUNDING 2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA STALLINGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03366448992
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oak Ridge Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKR
ReturnHeader/Filer/EIN0461987083
ReturnHeader/Filer/PhoneNum03366448992
ReturnHeader/Filer/USAddress/AddressLine1Txt02050 Oak Ridge Road
ReturnHeader/Filer/USAddress/CityNm0Oak Ridge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027310
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAK RIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027310
ReturnHeader/PreparerPersonGrp/PhoneNum03366437577
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL K ANDERS CPA MSA
ReturnHeader/ReturnTs02015-11-09T11:00:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,643
Liabilities
-
Net assets
$22,643
Revenue
$42,684
Expenses
$39,862
Net income
$2,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.76$1.76$0.43$0.86$0.43
2024Detailed filing. Detailed filing data is available for this year.$2.19$2.19$1.14$0.98$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.10$0.50$0.60
2022Detailed filing. Detailed filing data is available for this year.$1.42$1.42$0.91$0.78$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.28$0.28$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.53$0.77$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.54$1.54$0.99$0.68$0.31
2018Detailed filing. Detailed filing data is available for this year.$1.23$1.23$1.04$0.42$0.62
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.61$1.01$0.78$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.64$0.49$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.43$0.40$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.81$0.81$0.01