Civic Intelligence

Oakland Elementary Parent Teacher Organization

990EZ • Fiscal year 2021 • EIN 56-2613512

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

4455 Waterside Estates DrRichmond, TX 77406

(281) 342-3355

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

9th percentile

-79%

Higher net margin than 9% 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

27th percentile

-8.8%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

10th percentile

-72%

Faster revenue growth than 10% of similar nonprofits.

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

Assets

Down

$113,721

Down $10,953 (-8.8%) from 2020

Net Assets

Down

$113,721

Down $10,953 (-8.8%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$15,344

Down $39,662 (-72%) from 2020

Expenses

Down

$27,402

Down $29,048 (-51%) from 2020

Net Income

Down

-$12,058

Down $10,614 (-735%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2015: $87,095Liabilities 2015: $02015Assets 2016: $89,130Net Assets 2016: $89,1302016Assets 2017: $128,107Net Assets 2017: $128,1072017Assets 2018: $147,509Net Assets 2018: $147,5092018Assets 2019: $126,116Net Assets 2019: $126,1162019Assets 2020: $124,674Net Assets 2020: $124,6742020Assets 2021: $113,721Net Assets 2021: $113,7212021Assets 2022: $105,756Net Assets 2022: $105,7562022Assets 2023: $0Net Assets 2023: $101,8762023Assets 2024: $0Net Assets 2024: -$11,4972024Assets 2025: $0Net Assets 2025: $2,4862025

Highlighted filing

2021

Assets$113,721
Liabilities-
Net Assets$113,721

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $132,520Expenses 2015: $101,542Net Income 2015: $30,9782015Revenue 2016: $101,554Expenses 2016: $99,519Net Income 2016: $2,0352016Revenue 2017: $127,651Expenses 2017: $88,675Net Income 2017: $38,9762017Revenue 2018: $107,159Expenses 2018: $87,756Net Income 2018: $19,4032018Revenue 2019: $88,534Expenses 2019: $109,919Net Income 2019: -$21,3852019Revenue 2020: $55,006Expenses 2020: $56,450Net Income 2020: -$1,4442020Revenue 2021: $15,344Expenses 2021: $27,402Net Income 2021: -$12,0582021Revenue 2022: $58,448Expenses 2022: $66,413Net Income 2022: -$7,9652022Revenue 2023: $68,724Expenses 2023: $72,604Net Income 2023: -$3,8802023Revenue 2024: $34,114Expenses 2024: $45,611Net Income 2024: -$11,4972024Revenue 2025: $42,505Expenses 2025: $40,019Net Income 2025: $2,4862025

Highlighted filing

2021

Revenue$15,344
Expenses$27,402
Net Income-$12,058
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$15,344
Mission and Program Overview

Mission

Parent teacher organization to support the education and development of children attending oakland elementary school in richmond, texas. Enrich student, parent and teacher elementary school experience. Encourage education and development through in nonclass room settings. Promote stronger community for elementary school.

Program Services

DescriptionGrantsExpenses
TEACHER APPRECIATION AND RECOGNITION. ENCOURAGES TEACHERS THROUGHOUT THE SCHOOL YEAR WITH VOLUNTEER SUPPORT, GRANTS FOR CONTINUING EDUCATION/CLASSROOM SUPPPLIES, AND SMALL GIFTS.-$13,128
EACH YEAR THE PTO IDENTIFIES SCHOOL NEEDS AND DETERMINES PROJECTS TO MEET THOSE NEEDS. ENCOURAGES STUDENTS, TEACHERS AND COMMUNITY.$6,000$6,000
SELLING SCHOOL SPIRIT WEAR AND SCHOOL SUPPLIES PROMOTES COMMUNITY, SOCIAL DEVELOPMENT AND SCHOOL SPIRIT. ALSO ENCOURAGES EDUCATION AND RESPONSIBILITY.-$4,939
SALE OF ANNUAL YEARBOOKS. ENCOURAGES SCHOOL SUPPORT AND RELATIONSHIPS.-$3,335
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARLA LUTZPresident-$0--
JENNIFER KOHRSVice Pres-$0--
SAMANTHA WILBANKSSecretary-$0--
COURTNEY JACKSONTreasurer-$0--
PERLA FUENTESParliamentar-$0--
Filing and Contact Details

Filer

Filer Name
Oakland Elementary Pto
EIN
56-2613512
Phone
2813423355
Address
4455 WATERSIDE ESTATES DR, RICHMOND, TX 77406

Signing Officer

Name
Courtney Jackson
Title
Treasurer
Phone
8329694507
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Jennifer Whitis CPA Pllc
Address
7320 HIGHWAY 90A STE 130, SUGAR LAND, TX 77478-3391
Preparer
Jennifer Whitis
Phone
8325320191
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: fort bend isd-oakland elementary address: 4455 waterside estates richmond, tx 77406 cash contribution: 6,000

Form 990-ez, Part I, Line 16

Parties, trips & activities field trips/parties/dance 167 yearbook sales cost of goods sold 3,335 school supplies and related cost of goods sold 2,163 teacher appreciation conferences/leadership 987 teacher appreciation 3,104 teacher enhancement 8,865 volunteer support 172 expenses office 74 insurance 586 website maintenance 184 other program expenses 459 total 20,096

Form 990-ez, Part I, Line 20

Prior period adjustment 1,104

Form 990-ez, Part II, Line 24

404 404 less accumulated depreciation 404 404 total 0 0

Form 990-ez, Part III

Parent teacher organization to support the education and development of children attending oakland elementary school in richmond, texas. Enrich student, parent and teacher elementary school experience. Encourage education and development through in nonclass room settings. Promote stronger community for elementary school.

Form 990-ez, Part III, Line 31

Selling school spirit wear and school supplies promotes community, social development and school spirit. Also encourages education and responsibility.

Raw XML Appendix158 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.

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CompensationExplanation/CompensationExplanationGrp/PersonNm1JENNIFER KOHRS
CompensationExplanation/CompensationExplanationGrp/PersonNm2SAMANTHA WILBANKS
CompensationExplanation/CompensationExplanationGrp/PersonNm3COURTNEY JACKSON
CompensationExplanation/CompensationExplanationGrp/PersonNm4PERLA FUENTES
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KELLY WILLIAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum02814689792
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04455 WATERSIDE ESTATES
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DARLA LUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER KOHRS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAMANTHA WILBANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COURTNEY JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PERLA FUENTES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01104
IRS990EZ/OtherExpensesTotalAmt020096
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ORGANIZATION TO SUPPORT THE EDUCATION AND DEVELOPMENT OF CHILDREN ATTENDING OAKLAND ELEMENTARY SCHOOL IN RICHMOND, TEXAS. ENRICH STUDENT, PARENT AND TEACHER ELEMENTARY SCHOOL EXPERIENCE. ENCOURAGE EDUCATION AND DEVELOPMENT THROUGH IN NONCLASS ROOM SETTINGS. PROMOTE STRONGER COMMUNITY FOR ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt05017
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER APPRECIATION AND RECOGNITION. ENCOURAGES TEACHERS THROUGHOUT THE SCHOOL YEAR WITH VOLUNTEER SUPPORT, GRANTS FOR CONTINUING EDUCATION/CLASSROOM SUPPPLIES, AND SMALL GIFTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EACH YEAR THE PTO IDENTIFIES SCHOOL NEEDS AND DETERMINES PROJECTS TO MEET THOSE NEEDS. ENCOURAGES STUDENTS, TEACHERS AND COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SALE OF ANNUAL YEARBOOKS. ENCOURAGES SCHOOL SUPPORT AND RELATIONSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SELLING SCHOOL SPIRIT WEAR AND SCHOOL SUPPLIES PROMOTES COMMUNITY, SOCIAL DEVELOPMENT AND SCHOOL SPIRIT. ALSO ENCOURAGES EDUCATION AND RESPONSIBILITY.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23335
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt34939
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt03992
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027402
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OAKLANDPTO.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06335
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt050435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt065752
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0148313
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0148454
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IRS990ScheduleA/PublicSupportCY170Pct00.71630
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IRS990ScheduleA/PublicSupportTotal170Amt0148313
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06335
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015560
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt050435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt065752
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0148313
IRS990ScheduleA/TotalSupportAmt0207044
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt017588
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt018634
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt022509
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt058731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: FORT BEND ISD-OAKLAND ELEMENTARY ADDRESS: 4455 WATERSIDE ESTATES RICHMOND, TX 77406 CASH CONTRIBUTION: 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PARTIES, TRIPS & ACTIVITIES FIELD TRIPS/PARTIES/DANCE 167 YEARBOOK SALES COST OF GOODS SOLD 3,335 SCHOOL SUPPLIES AND RELATED COST OF GOODS SOLD 2,163 TEACHER APPRECIATION CONFERENCES/LEADERSHIP 987 TEACHER APPRECIATION 3,104 TEACHER ENHANCEMENT 8,865 VOLUNTEER SUPPORT 172 EXPENSES OFFICE 74 INSURANCE 586 WEBSITE MAINTENANCE 184 OTHER PROGRAM EXPENSES 459 TOTAL 20,096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT 1,104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3404 404 LESS ACCUMULATED DEPRECIATION 404 404 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PARENT TEACHER ORGANIZATION TO SUPPORT THE EDUCATION AND DEVELOPMENT OF CHILDREN ATTENDING OAKLAND ELEMENTARY SCHOOL IN RICHMOND, TEXAS. ENRICH STUDENT, PARENT AND TEACHER ELEMENTARY SCHOOL EXPERIENCE. ENCOURAGE EDUCATION AND DEVELOPMENT THROUGH IN NONCLASS ROOM SETTINGS. PROMOTE STRONGER COMMUNITY FOR ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SELLING SCHOOL SPIRIT WEAR AND SCHOOL SUPPLIES PROMOTES COMMUNITY, SOCIAL DEVELOPMENT AND SCHOOL SPIRIT. ALSO ENCOURAGES EDUCATION AND RESPONSIBILITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COURTNEY JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08329694507
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKLAND ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKL
ReturnHeader/Filer/EIN0562613512
ReturnHeader/Filer/PhoneNum02813423355
ReturnHeader/Filer/USAddress/AddressLine1Txt04455 WATERSIDE ESTATES DR
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077406
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463794202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENNIFER WHITIS CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07320 HIGHWAY 90A STE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUGAR LAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0774783391
ReturnHeader/PreparerPersonGrp/PhoneNum08325320191
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER WHITIS
ReturnHeader/ReturnTs02021-11-12T14:25:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COURTNEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACKSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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