Civic Intelligence

Oak Elementary School PTO

990EZ • Fiscal year 2021 • EIN 47-4259496

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 27, 2021

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

(901) 826-1840

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

44th percentile

4.4%

Higher net margin than 44% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

52nd percentile

6.8%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

22nd percentile

-37%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$25,389

Up $1,611 (+6.8%) from 2020

Net Assets

Up

$25,389

Up $1,611 (+6.8%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Down

$36,294

Down $21,035 (-37%) from 2020

Expenses

Down

$34,683

Down $5,918 (-15%) from 2020

Net Income

Down

$1,611

Down $15,117 (-90%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2021

Assets$25,389
Liabilities-
Net Assets$25,389
Open 2021 Filing

Operations Trend

Revenue Growth22nd 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

2021

Revenue$36,294
Expenses$34,683
Net Income$1,611
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 27, 2021
Return Version
2020v4.1
Gross Receipts
$61,791
Mission and Program Overview

Mission

Support teachers and students

Program Services

DescriptionGrantsExpenses
TO PURCHASE VARIOUS EQUIPMENT AND SUPPLIES AS WELLAS SUPPORT OTHER SCHOOL ACTIVITIES$0$34,684
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLA CATRONTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Oak Elementary School Pto
EIN
47-4259496
Phone
9018261840
Address
3573 OAK ROAD, BARTLETT, TN 38135-2546

Signing Officer

Name
Carla Catron
Title
Treasurer
Phone
9018261840
Signed
2021-07-27

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 4977.”

Raw XML Appendix145 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/BenefitsPaidToOrForMembersAmt029706
IRS990EZ/BooksInCareOfDetail/PersonNm0TAMMY JENKINS
IRS990EZ/BooksInCareOfDetail/PhoneNum09018261840
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03573 OAK RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BARTLETT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038135
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023778
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025389
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01611
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023778
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025389
IRS990EZ/FundraisingGrossIncomeAmt059786
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt061791
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt026
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01970
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023778
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025389
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023778
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025389
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARLA CATRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04977
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT TEACHERS AND STUDENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PURCHASE VARIOUS EQUIPMENT AND SUPPLIES AS WELLAS SUPPORT OTHER SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034684
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025497
IRS990EZ/SpecialEventsNetIncomeLossAmt034289
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034683
IRS990EZ/TotalProgramServiceExpensesAmt034684
IRS990EZ/TotalRevenueAmt036294
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/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt04977
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0626000834
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt04977
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt025000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OAK ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt025000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE EXPENSES 4977.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA CATRON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09018261840
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKE
ReturnHeader/Filer/EIN0474259496
ReturnHeader/Filer/PhoneNum09018261840
ReturnHeader/Filer/USAddress/AddressLine1Txt03573 OAK ROAD
ReturnHeader/Filer/USAddress/CityNm0BARTLETT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0381352546
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/PreparationDt02021-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD WHALEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-28T12:12:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARLA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CATRON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,389
Liabilities
-
Net assets
$25,389
Revenue
$36,294
Expenses
$34,683
Net income
$1,611
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits