Civic Intelligence

Oriole Beach Elementary School Parent and Teacher Organization

990EZ • Fiscal year 2017 • EIN 46-4121223

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 18, 2017

1260 Oriole Beach RdGulf Breeze, FL 32563

(850) 934-5160

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

110%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$41,673

Up $10,945 (+36%) from 2016

Net Assets

Up

$41,673

Up $10,945 (+36%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$12,312

Up $6,436 (+110%) from 2016

Expenses

Up

$1,367

Up $430 (+46%) from 2016

Net Income

Up

$10,945

Up $6,006 (+122%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $12,287Liabilities 2014: $0Net Assets 2014: $12,2872014Assets 2015: $25,789Liabilities 2015: $0Net Assets 2015: $25,7892015Assets 2016: $30,728Liabilities 2016: $0Net Assets 2016: $30,7282016Assets 2017: $41,673Liabilities 2017: $0Net Assets 2017: $41,6732017Assets 2018: $45,797Liabilities 2018: $0Net Assets 2018: $45,7972018Assets 2019: $52,010Liabilities 2019: $0Net Assets 2019: $52,0102019Assets 2020: $34,295Liabilities 2020: $0Net Assets 2020: $34,2952020Assets 2021: $85,551Liabilities 2021: $0Net Assets 2021: $85,5512021Assets 2022: $83,630Liabilities 2022: $0Net Assets 2022: $83,6302022Assets 2023: $75,174Liabilities 2023: $0Net Assets 2023: $75,1742023Assets 2024: $87,864Liabilities 2024: $0Net Assets 2024: $87,8642024Assets 2025: $91,764Liabilities 2025: $0Net Assets 2025: $91,7642025

Highlighted filing

2017

Assets$41,673
Liabilities$0
Net Assets$41,673

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2014: $5,977Expenses 2014: $4,197Net Income 2014: $1,7802014Revenue 2015: $15,922Expenses 2015: $2,420Net Income 2015: $13,5022015Revenue 2016: $5,876Expenses 2016: $937Net Income 2016: $4,9392016Revenue 2017: $12,312Expenses 2017: $1,367Net Income 2017: $10,9452017Revenue 2018: $5,561Expenses 2018: $1,437Net Income 2018: $4,1242018Revenue 2019: $8,406Expenses 2019: $2,193Net Income 2019: $6,2132019Revenue 2020: -$12,900Expenses 2020: $4,815Net Income 2020: -$17,7152020Revenue 2021: $55,278Expenses 2021: $4,022Net Income 2021: $51,2562021Revenue 2022: $3,360Expenses 2022: $5,281Net Income 2022: -$1,9212022Revenue 2023: -$3,841Expenses 2023: $4,615Net Income 2023: -$8,4562023Revenue 2024: $16,795Expenses 2024: $4,106Net Income 2024: $12,6892024Revenue 2025: $7,744Expenses 2025: $3,844Net Income 2025: $3,9002025

Highlighted filing

2017

Revenue$12,312
Expenses$1,367
Net Income$10,945
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 18, 2017
Return Version
2016v3.0
Gross Receipts
$103,642
Mission and Program Overview

Mission

Fundraising to enchance education

Program Services

DescriptionGrantsExpenses
Library Enrichment - Author visits Book sales Camp Read A Lot Animal and Snake Presentations Meal Worms Scanners for checkout - All Grade Levels and students benefit-$4,288
Grade Level Enrichment - Discovery Day Johnny Appleseed Day Thanksgiving Discovery Day Brain Pop Liberty Program International Program - All Grade Levels and students benefit-$639
Honor Roll Program - Renaissance Learning Program - All Grade Levels and students benefit-$118
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy BoudreauxPresidentPT$0--
Susan WatsonVice PresidentPT$0--
Karen BrantleySecretaryPT$0--
Brad BartlingTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fun Run$3,207$3,207$2,469$738
Total Events$3,207$3,207$2,469$738
Filing and Contact Details

Filer

Filer Name
Oriole Beach Elementary School Pto
EIN
46-4121223
Address
1260 ORIOLE BEACH RD, Gulf Breeze, FL 32563

Signing Officer

Name
Amy Boudreaux
Title
Treasurer
Phone
8509345160
Signed
2017-10-18
Discuss with paid preparer
No

Preparer

Firm
Jessica Posey CPA Pa
Address
3050 SHELL RD, Jay, FL 32565
Preparer
Jessica Posey CPA
Phone
8503362211
Raw XML Appendix188 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/CityNm0Gulf Breeze
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030728
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041673
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IRS990EZ/LandAndBuildingsGrp/EOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amy Boudreaux
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Susan Watson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Karen Brantley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brad Bartling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt028112
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Honor Roll Program - Renaissance Learning Program - All Grade Levels and students benefit
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Grade Level Enrichment - Discovery Day Johnny Appleseed Day Thanksgiving Discovery Day Brain Pop Liberty Program International Program - All Grade Levels and students benefit
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Library Enrichment - Author visits Book sales Camp Read A Lot Animal and Snake Presentations Meal Worms Scanners for checkout - All Grade Levels and students benefit
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0118
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1639
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24288
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt090316
IRS990EZ/SpecialEventsNetIncomeLossAmt0-17911
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01367
IRS990EZ/TotalProgramServiceExpensesAmt05045
IRS990EZ/TotalRevenueAmt012312
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02303
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0101339
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt096906
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0114956
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0410632
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0420513
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0Fall Fun Run for technology for classes
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt072405
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt055234
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0Booster Enterprises
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IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0Alpharetta
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt03207
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02469
IRS990ScheduleG/InPersonSolicitationsInd0X
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IRS990ScheduleG/TotalNetToOrganizationAmt055234
IRS990ScheduleG/TotalRetainedByContractorsAmt017171
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Boudreaux
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08509345160
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORIOLE BEACH ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0ORIO
ReturnHeader/Filer/EIN0464121223
ReturnHeader/Filer/USAddress/AddressLine1Txt01260 ORIOLE BEACH RD
ReturnHeader/Filer/USAddress/CityNm0Gulf Breeze
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032563
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
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ReturnHeader/FilingSecurityInformation/IPDt02017-10-18
ReturnHeader/FilingSecurityInformation/IPTm011:41:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452664066
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03050 SHELL RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jay
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032565
ReturnHeader/PreparerPersonGrp/PhoneNum08503362211
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA POSEY CPA
ReturnHeader/ReturnTs02017-10-18T11:40:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings