Civic Intelligence

Oriole Beach Elementary School Parent and Teacher Organization

990EZ • Fiscal year 2018 • EIN 46-4121223

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

96th percentile

74%

Higher net margin than 96% 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

63rd percentile

9.9%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

8th percentile

-55%

Faster revenue growth than 8% of similar nonprofits.

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

Assets

Up

$45,797

Up $4,124 (+9.9%) from 2017

Net Assets

Up

$45,797

Up $4,124 (+9.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$5,561

Down $6,751 (-55%) from 2017

Expenses

Up

$1,437

Up $70 (+5.1%) from 2017

Net Income

Down

$4,124

Down $6,821 (-62%) from 2017

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

2018

Assets$45,797
Liabilities$0
Net Assets$45,797

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

2018

Revenue$5,561
Expenses$1,437
Net Income$4,124
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$113,659
Mission and Program Overview

Mission

Fundraising to enchance education

Program Services

DescriptionGrantsExpenses
Grade Level Enrichment - Discovery Day Johnny Appleseed Day Thanksgiving Discovery Day Brain Pop Liberty Program International Program - All Grade Levels and students benefit-$4,459
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-$4,001
Honor Roll Program - Renaissance Learning Program - All Grade Levels and students benefit-$497
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$706,075$706,075$24,488$681,587
Trivia Night$14,209$14,209$1,219$12,990
Total Events$720,284$720,284$25,707$694,577
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
Brad Bartling
Title
Treasurer
Phone
8509345160
Signed
2018-11-15
Discuss with paid preparer
No

Preparer

Firm
Jessica Posey CPA Pa
Address
2950 HARVEST RD, Jay, FL 32565
Preparer
Jessica Posey CPA
Phone
8503362211
Raw XML Appendix195 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/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
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD BARTLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08509345160
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORIOLE BEACH ELEMENTARY SCHOOL PTO
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ReturnHeader/ReturnTs02018-11-19T08:15:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings