Civic Intelligence

Oak Elementary School PTO

990EZ • Fiscal year 2018 • EIN 47-4259496

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 18, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

32nd percentile

-4.0%

Higher net margin than 32% 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

16th percentile

-29%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

50th percentile

0.8%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$5,144

Down $2,075 (-29%) from 2017

Net Assets

Down

$5,144

Down $2,075 (-29%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Up

$52,242

Up $389 (+0.8%) from 2017

Expenses

Down

$54,317

Down $17,740 (-25%) from 2017

Net Income

Up

-$2,075

Up $18,129 (+90%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2018

Assets$5,144
Liabilities-
Net Assets$5,144
Open 2018 Filing

Operations Trend

Revenue Growth50th 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

2018

Revenue$52,242
Expenses$54,317
Net Income-$2,075
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 18, 2018
Return Version
2017v2.2
Gross Receipts
$88,465
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-$47,714
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERIBETH 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
Meribeth Morton
Title
Treasurer
Phone
9013770600
Signed
2018-07-18

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 6603.”

Raw XML Appendix144 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/BenefitsPaidToOrForMembersAmt047714
IRS990EZ/BooksInCareOfDetail/PersonNm0MERIBETH MORTON
IRS990EZ/BooksInCareOfDetail/PhoneNum09012892117
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03573 OAK RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BARTLETT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038135
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07219
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05144
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2075
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07219
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05144
IRS990EZ/FundraisingGrossIncomeAmt086628
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt088465
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt071
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01741
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07219
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05144
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07219
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05144
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MERIBETH MORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06603
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/ProgramServiceExpensesAmt047714
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036223
IRS990EZ/SpecialEventsNetIncomeLossAmt050405
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054317
IRS990EZ/TotalProgramServiceExpensesAmt047714
IRS990EZ/TotalRevenueAmt052242
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/SupportAmt047714
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OAK ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt047714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE EXPENSES 6603.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MERIBETH MORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09013770600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-18
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/AtSubmissionCreationDeviceId0E51B2E6C486E6A9A68C1FF01D0EF438F62ACF99F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E51B2E6C486E6A9A68C1FF01D0EF438F62ACF99F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.64.242.186
ReturnHeader/FilingSecurityInformation/IPDt02018-07-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:09:52
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/PreparationDt02018-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD WHALEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-17T14:09:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,144
Liabilities
-
Net assets
$5,144
Revenue
$52,242
Expenses
$54,317
Net income
-$2,075
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
2018Detailed filing. Detailed filing data is available for this year.$5.14$5.14$52.2$54.3$2.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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