Civic Intelligence

Oak Elementary School PTO

990EZ • Fiscal year 2017 • EIN 47-4259496

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

Organization ProfileN/A
3573 Oak RoadBartlett, TN 38135-2546

(901) 377-0600

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

10th percentile

-39%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

5th percentile

-74%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

48th percentile

-0.1%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$7,219

Down $20,204 (-74%) from 2016

Net Assets

Down

$7,219

Down $20,204 (-74%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Down

$51,853

Down $57 (-0.1%) from 2016

Expenses

Up

$72,057

Up $47,570 (+194%) from 2016

Net Income

Down

-$20,204

Down $47,627 (-174%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$60K$40K$20K$0Assets 2016: $27,423Net Assets 2016: $27,4232016Assets 2017: $7,219Net Assets 2017: $7,2192017Assets 2018: $5,144Net Assets 2018: $5,1442018Assets 2019: $7,050Net Assets 2019: $7,0502019Assets 2020: $23,778Net Assets 2020: $23,7782020Assets 2021: $25,389Net Assets 2021: $25,3892021Assets 2022: $20,241Liabilities 2022: $02022Assets 2023: $35,015Net Assets 2023: $35,0152023Assets 2024: $50,791Liabilities 2024: $02024

Highlighted filing

2017

Assets$7,219
Liabilities-
Net Assets$7,219
Open 2017 Filing

Operations Trend

Revenue Growth48th percentile

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

$100K$50K$0-$50KRevenue 2016: $51,910Expenses 2016: $24,487Net Income 2016: $27,4232016Revenue 2017: $51,853Expenses 2017: $72,057Net Income 2017: -$20,2042017Revenue 2018: $52,242Expenses 2018: $54,317Net Income 2018: -$2,0752018Revenue 2019: $63,362Expenses 2019: $61,456Net Income 2019: $1,9062019Revenue 2020: $57,329Expenses 2020: $40,601Net Income 2020: $16,7282020Revenue 2021: $36,294Expenses 2021: $34,683Net Income 2021: $1,6112021Revenue 2022: $56,313Expenses 2022: $61,461Net Income 2022: -$5,1482022Revenue 2023: $46,650Expenses 2023: $31,876Net Income 2023: $14,7742023Revenue 2024: $55,121Expenses 2024: $39,345Net Income 2024: $15,7762024

Highlighted filing

2017

Revenue$51,853
Expenses$72,057
Net Income-$20,204
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 18, 2017
Return Version
2016v3.0
Gross Receipts
$88,376
Mission and Program Overview

Mission

Support teachers and students

Program Services

DescriptionGrantsExpenses
TO PURCHASE VARIOUS EQUIPMENT AND SUPPLIES AS WELL AS SUPPORT OTHER SCHOOL ACTIVITIES-$68,383
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY BETH MORTONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Oak Elementary School Pto
EIN
47-4259496
Phone
9013770600
Address
3573 OAK ROAD, BARTLETT, TN 38135-2546

Signing Officer

Name
Mary Beth Morton
Title
Treasurer
Phone
9013770600
Signed
2017-08-18

Preparer

Firm
Richard Whaley CPA
Address
2964 OLE BARTLETT COURT, BARTLETT, TN 38134
Preparer
Richard Whaley
Phone
9013770600
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Administrative expenses 3674.”

Raw XML Appendix143 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/BenefitsPaidToOrForMembersAmt068383
IRS990EZ/BooksInCareOfDetail/PersonNm0MARY BETH MORTON
IRS990EZ/BooksInCareOfDetail/PhoneNum09012892117
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03573 OAK RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BARTLETT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038135
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027423
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07219
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0550
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20204
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027423
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07219
IRS990EZ/FundraisingGrossIncomeAmt086068
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt088376
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt098
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01660
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027423
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07219
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027423
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07219
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY BETH MORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03674
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT TEACHERS AND STUDENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PURCHASE VARIOUS EQUIPMENT AND SUPPLIES AS WELL AS SUPPORT OTHER SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068383
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036523
IRS990EZ/SpecialEventsNetIncomeLossAmt049545
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072057
IRS990EZ/TotalProgramServiceExpensesAmt068383
IRS990EZ/TotalRevenueAmt051853
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0626000834
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt068383
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OAK ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt068383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE EXPENSES 3674.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY BETH MORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09013770600
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKE
ReturnHeader/Filer/EIN0474259496
ReturnHeader/Filer/PhoneNum09013770600
ReturnHeader/Filer/USAddress/AddressLine1Txt03573 OAK ROAD
ReturnHeader/Filer/USAddress/CityNm0BARTLETT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0381352546
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06AC6FECA12D8FC0718DFBF84A9634949278E7E09
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06AC6FECA12D8FC0718DFBF84A9634949278E7E09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.64.126.20
ReturnHeader/FilingSecurityInformation/IPDt02017-08-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:27:17
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD WHALEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02964 OLE BARTLETT COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BARTLETT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038134
ReturnHeader/PreparerPersonGrp/PhoneNum09013770600
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD WHALEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-22T11:27:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,219
Liabilities
-
Net assets
$7,219
Revenue
$51,853
Expenses
$72,057
Net income
-$20,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$50.8$0.00$55.1$39.3$15.8
2023Detailed filing. Detailed filing data is available for this year.$35.0$35.0$46.7$31.9$14.8
2022Summary only. Only limited summary data is available for this year.$20.2$0.00$56.3$61.5$5.15
2021Detailed filing. Detailed filing data is available for this year.$25.4$25.4$36.3$34.7$1.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.8$23.8$57.3$40.6$16.7
2019Detailed filing. Detailed filing data is available for this year.$7.05$7.05$63.4$61.5$1.91
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$5.14$52.2$54.3$2.08
2017Detailed filing. Detailed filing data is available for this year.$7.22$7.22$51.9$72.1$20.2
2016Detailed filing. Detailed filing data is available for this year.$27.4$27.4$51.9$24.5$27.4