Civic Intelligence

Oak Elementary School PTO

990EZ • Fiscal year 2024 • EIN 47-4259496

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 12, 2024

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

(901) 674-2781

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

84th percentile

45%

Faster asset growth than 84% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

18%

Faster revenue growth than 67% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$50,791

Flat from 2024

Net Assets

$50,791

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Flat

$55,121

Flat from 2024

Expenses

Flat

$39,345

Flat from 2024

Net Income

Flat

$15,776

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth84th 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: $50,791Net Assets 2024: $50,7912024Assets 2024: $50,791Liabilities 2024: $02024

Highlighted filing

2024

Assets$50,791
Liabilities-
Net Assets$50,791
Open 2024 Filing

Operations Trend

Revenue Growth67th 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: $15,7762024Revenue 2024: $55,121Expenses 2024: $39,345Net Income 2024: $15,7762024

Highlighted filing

2024

Revenue$55,121
Expenses$39,345
Net Income$15,776
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 12, 2024
Return Version
2023v5.1
Gross Receipts
$85,339
Mission and Program Overview

Mission

Support teachers and students

support Oak Elementray teachers and students

Program Services

DescriptionGrantsExpenses
Support school activities and purchase/leasevarious equipment and supplies as needed bythe school$0$35,955
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer SmithTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Oak Elementary School PTO
EIN
47-4259496
Phone
9016742781
Address
3573 Oak Road, Bartlett, TN 38135-2546

Signing Officer

Name
Jennifer Smith
Title
Treasurer
Phone
9016742781
Signed
2024-07-12
Discuss with paid preparer
Yes

Preparer

Firm
Steve Parker CPA
Address
2964 Ole Bartlett Ct 8, Bartlett, TN 38134
Preparer
Steven H Parker CPA
Phone
9012333785
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Administrative expenses 960.”

Form 990EZ, Part I, Line 16

“Liability bond 645.”

Form 990EZ, Part I, Line 16

“Membership dues expense 704.”

Form 990EZ, Part I, Line 16

“Bookkeeping 1081.”

Raw XML Appendix161 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/BenefitsPaidToOrForMembersAmt035955
IRS990EZ/BooksInCareOfDetail/PersonNm0Jennifer Smith
IRS990EZ/BooksInCareOfDetail/PhoneNum09014964937
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03573 Oak Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bartlett
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0381352549
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035015
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050791
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt030218
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015776
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035015
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050791
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt051988
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt085339
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0365
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02738
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035015
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050791
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035015
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050791
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03390
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0support Oak Elementray teachers and students
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support school activities and purchase/leasevarious equipment and supplies as needed bythe school
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035955
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt082206
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039345
IRS990EZ/TotalProgramServiceExpensesAmt035955
IRS990EZ/TotalRevenueAmt055121
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/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Fundraisers and activities raised in support of Oak Elementary school programs are 96% of income
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Fundraisers and activities raised in support of Oak Elementary School programs are 96% of income
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Fundraisers and activities raised in support of Oak Elementary school programs are 96% of income
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt IV Sec A Ln 3c
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Pt IV Sec E Ln 2a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Pt IV Sec E Ln 2b
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0626000834
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt035955
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Oak Elementary School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt035955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Administrative expenses 960.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Liability bond 645.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Membership dues expense 704.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bookkeeping 1081.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09016742781
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oak Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKE
ReturnHeader/Filer/EIN0474259496
ReturnHeader/Filer/PhoneNum09016742781
ReturnHeader/Filer/USAddress/AddressLine1Txt03573 Oak Road
ReturnHeader/Filer/USAddress/CityNm0Bartlett
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0381352546
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832855128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steve Parker CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02964 Ole Bartlett Ct 8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bartlett
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038134
ReturnHeader/PreparerPersonGrp/PhoneNum09012333785
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven H Parker CPA
ReturnHeader/ReturnTs02024-08-30T14:10:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,791
Liabilities
-
Net assets
$50,791
Revenue
$55,121
Expenses
$39,345
Net income
$15,776
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.8$50.8$55.1$39.3$15.8
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