Civic Intelligence

Oakland Elementary Parent Teacher Organization

990EZ • Fiscal year 2022 • EIN 56-2613512

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 12, 2022

4455 Waterside Estates DrRichmond, TX 77406

(214) 280-7296

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

35th percentile

-7.0%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

281%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$105,756

Down $7,965 (-7.0%) from 2021

Net Assets

Down

$105,756

Down $7,965 (-7.0%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$58,448

Up $43,104 (+281%) from 2021

Expenses

Up

$66,413

Up $39,011 (+142%) from 2021

Net Income

Up

-$7,965

Up $4,093 (+34%) from 2021

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

2022

Assets$105,756
Liabilities-
Net Assets$105,756

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

2022

Revenue$58,448
Expenses$66,413
Net Income-$7,965
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 12, 2022
Return Version
2021v4.2
Gross Receipts
$58,448
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.

Teacher appreciation and recognition. Encourages teachers throughout the school year with volunteer support, grants for continuing education/classroom supplies, and small gifts.

Program Services

DescriptionGrantsExpenses
EACH YEAR THE PTO IDENTIFIES SCHOOL NEEDS AND DETERMINES PROJECT TO MEET THOSE. ENCOURAGES STUENTS, TEACHERS AND COMMUNITY-$12,000
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.-$8,186
SALE OF ANNUAL YEARBOOKS ENCOURAGES SCHOOL SUPPORT AND REALATIONSHIPS-$3,676
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARLA LUTZPresident-$0--
ELISIA BROWNVice-President-$0--
CARA VANORDERSecretary-$0--
COURTNEY JACKSONTreasurer-$0--
MARINDA MCALLISTERParliamentarian-$0--
Filing and Contact Details

Filer

Filer Name
Oakland Elementary Pto
EIN
56-2613512
Phone
2142807296
Address
4455 WATERSIDE ESTATES DR, RICHMOND, TX 77406

Signing Officer

Name
Courtney Jackson
Title
Treasurer
Phone
2142807296
Signed
2022-11-12
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
5610 W GRAND PKWY S, RICHMOND, TX 77406
Preparer
Teresa Revelle
Phone
2812325096
Supplemental Narrative

Additional Explanations

Fifth Grade Party Expenses

$2918

Dad Club Expenses

$160

Vips - Volunter Support

184

Annual Projext

$12,000

Unplanned Expenses -scholastic Inc

$8227

Students Planners

$2889

Field Trips

$5665

Field Day Expenses

$2147

Wildcat Grants Expenses

$140

Teachers Appreciation Expenses

$4522

Teacher Enhacement Program

$3664

Leadership Budget

$1516

Holiday Party Fund Expenses and Ornaments

$5211

Carnival Expenses

$8874

Spagetti Dinner Expenses

$698

Spirit Wear Expenses

$2850

Liability Ins Expenses

$669

Texas State Sales Tax Payments

$518

Website Maintenance

$356

Aacounting Services

$1118

Pto Supplies

$19

Operating Expenses

$67

Uncategorized Expenses -gallery Furniture

$2000

Raw XML Appendix174 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0TEACHER APPRECIATION AND RECOGNITION. ENCOURAGES TEACHERS THROUGHOUT THE SCHOOL YEAR WITH VOLUNTEER SUPPORT, GRANTS FOR CONTINUING EDUCATION/CLASSROOM SUPPLIES, AND SMALL GIFTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARENT 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EACH YEAR THE PTO IDENTIFIES SCHOOL NEEDS AND DETERMINES PROJECT TO MEET THOSE. ENCOURAGES STUENTS, TEACHERS AND COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SALE OF ANNUAL YEARBOOKS ENCOURAGES SCHOOL SUPPORT AND REALATIONSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08186
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23676
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$2918
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3$12,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4$8227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5$2889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6$5665
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7$2147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8$140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9$4522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10$3664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11$1516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12$5211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13$8874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14$698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15$2850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16$669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17$518
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19$1118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20$19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21$67
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22$2000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FIFTH GRADE PARTY EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1DAD CLUB EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2VIPS - VOLUNTER SUPPORT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3ANNUAL PROJEXT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4UNPLANNED EXPENSES -SCHOLASTIC INC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5STUDENTS PLANNERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FIELD TRIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FIELD DAY EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8WILDCAT GRANTS EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9TEACHERS APPRECIATION EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10TEACHER ENHACEMENT PROGRAM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11LEADERSHIP BUDGET
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12HOLIDAY PARTY FUND EXPENSES AND ORNAMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13CARNIVAL EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14SPAGETTI DINNER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15SPIRIT WEAR EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16LIABILITY INS EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17TEXAS STATE SALES TAX PAYMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18WEBSITE MAINTENANCE
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20PTO SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21OPERATING EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22UNCATEGORIZED EXPENSES -GALLERY FURNITURE
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-12
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ReturnHeader/PreparerPersonGrp/PhoneNum02812325096
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teresa Revelle
ReturnHeader/ReturnTs02022-11-14T19:32:04Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COURTNEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACKSON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings