Civic Intelligence

Oriole Beach Elementary School Parent and Teacher Organization

990EZ • Fiscal year 2023 • EIN 46-4121223

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 11, 2024

Organization Profileobepto.com
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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

100th percentile

220%

Higher net margin than 100% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

32nd percentile

-10%

Faster asset growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$75,174

Down $8,456 (-10%) from 2022

Net Assets

Down

$75,174

Down $8,456 (-10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$3,841

Down $7,201 (-214%) from 2022

Expenses

Down

$4,615

Down $666 (-13%) from 2022

Net Income

Down

-$8,456

Down $6,535 (-340%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

2023

Assets$75,174
Liabilities$0
Net Assets$75,174
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue-$3,841
Expenses$4,615
Net Income-$8,456
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 11, 2024
Return Version
2022v5.0
Gross Receipts
$152,578
Mission and Program Overview

Mission

Fundraising to enchance education

Program Services

DescriptionGrantsExpenses
Honor Roll Program - Renaissance Learning Program - All Grade Levels and students benefit-$2,146
Grade Level Enrichment - Discovery Day, Johnny Appleseed Day, Thanksgiving Discovery Day, Brain Pop, Liberty Program, International Program - All Grade Levels and students benefit-$500
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-$446
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly LittlePresdentPT$0--
Shannon GomesSecretaryPT$0--
Megan ShaneTreasurerPT$0--
Samantha PalmieriVice President-$0--
Lindsey LaczVice-PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Teacher Appr----
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
Megan Shane
Title
Treasurer
Phone
8509345160
Signed
2024-07-11
Discuss with paid preparer
No

Preparer

Firm
Jessica Posey CPA Pa
Address
2950 HARVEST RD, Jay, FL 32565
Preparer
Jessica Posey CPA
Phone
8503362211
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountINTEREST 157”

Raw XML Appendix171 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/PersonNm0Megan Shane
IRS990EZ/BooksInCareOfDetail/PhoneNum08509345160
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01260 ORIOLE BEACH RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Gulf Breeze
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt083630
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075174
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8456
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0968
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt083630
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IRS990EZ/FundraisingGrossIncomeAmt0148464
IRS990EZ/GrossReceiptsAmt0152578
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03957
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083630
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075174
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083630
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075174
IRS990EZ/OccupancyRentUtltsAndMaintAmt01568
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelly Little
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Shannon Gomes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Megan Shane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Samantha Palmieri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lindsey Lacz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Presdent
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice-President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherRevenueTotalAmt0157
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Fundraising to enchance education
IRS990EZ/PrintingPublicationsPostageAmt02079
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/ProgramServiceExpensesAmt02146
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2446
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0156419
IRS990EZ/SpecialEventsNetIncomeLossAmt0-7955
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04615
IRS990EZ/TotalProgramServiceExpensesAmt03092
IRS990EZ/TotalRevenueAmt0-3841
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://obepto.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020940
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0157
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0108
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0171
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0598
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0148464
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0131164
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0127690
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0121442
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0129687
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0658447
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0157
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0108
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0171
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0598
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0679387
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0152421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0134649
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0130830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0126777
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0134710
IRS990ScheduleA/Total509Grp/TotalAmt0679387
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0152578
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0134751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0130938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0126948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0134770
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0679985
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TEACHER APPR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountINTEREST 157
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Megan Shane
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08509345160
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-11
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452664066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JESSICA POSEY CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02950 HARVEST RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jay
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032565
ReturnHeader/PreparerPersonGrp/PhoneNum08503362211
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA POSEY CPA
ReturnHeader/ReturnTs02024-08-20T10:04:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,174
Liabilities
$0
Net assets
$75,174
Revenue
-$3,841
Expenses
$4,615
Net income
-$8,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$91.8$0.00$91.8$7.74$3.84$3.90
2024Detailed filing. Detailed filing data is available for this year.$87.9$0.00$87.9$16.8$4.11$12.7
2023Detailed filing. Detailed filing data is available for this year.$75.2$0.00$75.2$3.84$4.62$8.46
2022Detailed filing. Detailed filing data is available for this year.$83.6$0.00$83.6$3.36$5.28$1.92
2021Detailed filing. Detailed filing data is available for this year.$85.6$0.00$85.6$55.3$4.02$51.3
2020Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$12.9$4.82$17.7
2019Detailed filing. Detailed filing data is available for this year.$52.0$0.00$52.0$8.41$2.19$6.21
2018Detailed filing. Detailed filing data is available for this year.$45.8$0.00$45.8$5.56$1.44$4.12
2017Detailed filing. Detailed filing data is available for this year.$41.7$0.00$41.7$12.3$1.37$10.9
2016Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$5.88$0.94$4.94
2015Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$15.9$2.42$13.5
2014Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$5.98$4.20$1.78