Civic Intelligence

Oakland Elementary Parent Teacher Organization

990EZ • Fiscal year 2024 • EIN 56-2613512

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 13, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

13th percentile

-34%

Higher net margin than 13% 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

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

11th percentile

-50%

Faster revenue growth than 11% of similar nonprofits.

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

Assets

Flat

$0

Flat from 2023

Net Assets

Down

-$11,497

Down $113,373 (-111%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$34,114

Down $34,610 (-50%) from 2023

Expenses

Down

$45,611

Down $26,993 (-37%) from 2023

Net Income

Down

-$11,497

Down $7,617 (-196%) from 2023

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

2024

Assets$0
Liabilities-
Net Assets-$11,497

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

2024

Revenue$34,114
Expenses$45,611
Net Income-$11,497
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$34,114
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
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.--
EACH YEAR THE PTO IDENTIFIES SCHOOL NEEDS AND DETERMINES PROJECT TO MEET THOSE. ENCOURAGES STUENTS, TEACHERS AND COMMUNITY--
SALE OF ANNUAL YEARBOOKS ENCOURAGES SCHOOL SUPPORT AND REALATIONSHIPS--
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
2024-11-13
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 102C, KANSAS CITY, MO 64105
Preparer
Teresa Revelle
Phone
8004725625
Supplemental Narrative

Additional Explanations

Pto Programs Expenses -51050

$1295

Fifth Grade Party Expenses -51100

$1500

Vips Volunteer Support - 51200

$252

Contingency/unplanned Expeses -51400

$880

Student Planners -51500

$3211

Field Day Expenses - 51600

$1999

Field Trips - 51700

$8359

TEACHER'S APPRECIATION 51850

$5205

Technology/classroom Supply - 51995

$1795

Teachers Enhancement Program - 51960

$4154

Leadership Budget - 51965

$1769

Dance/party Expenses - 52105

$2976

Holiday Party Fun Expenses - 52110

$3535

Carnival Auction Expenses - 52215

$102

Spaghetti Dinner Expenses - 52250

$739

Sperit Wear Expenses -52300

$4607

Fall Fundraiser Expenses -52855

$- 450

Liability Insurance Expenses - 65010

$687

Texas State Sales Tax Payments - 65010

$1183

Website Maintenance - 65020

$1103

Accounting Services -65030

$1103

Pto Supplies - 65040

$74

Operating Expenses - 65080

$3582

Raw XML Appendix166 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/BooksInCareOfDetail/PersonNm0COURTNEY JACKSON
IRS990EZ/BooksInCareOfDetail/PhoneNum02142807296
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04455 WATERSODE ESTATES DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Richmond
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077406
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03876
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11497
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt030238
IRS990EZ/GrantsAndSimilarAmountsPaidAmt045611
IRS990EZ/GrossReceiptsAmt034114
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-11497
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DARLA LUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELISIA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARA VANORDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COURTNEY JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARINDA MCALLISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt030238
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045611
IRS990EZ/TotalRevenueAmt034114
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OAKLANDPTO.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03876
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04329
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt028000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04329
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03229
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06335
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010231
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt024124
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53720
IRS990ScheduleA/PublicSupportTotal170Amt028000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03876
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04329
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010231
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028000
IRS990ScheduleA/TotalSupportAmt052124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$1295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3$880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4$3211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5$1999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6$8359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7$5205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8$1795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9$4154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10$1769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11$2976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12$3535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13$102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14$739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15$4607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16$- 450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17$687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18$1183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19$1103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20$1103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21$74
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22$3582
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PTO PROGRAMS EXPENSES -51050
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FIFTH GRADE PARTY EXPENSES -51100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2VIPS VOLUNTEER SUPPORT - 51200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CONTINGENCY/UNPLANNED EXPESES -51400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4STUDENT PLANNERS -51500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FIELD DAY EXPENSES - 51600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FIELD TRIPS - 51700
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7TEACHER'S APPRECIATION 51850
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8TECHNOLOGY/CLASSROOM SUPPLY - 51995
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9TEACHERS ENHANCEMENT PROGRAM - 51960
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10LEADERSHIP BUDGET - 51965
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11DANCE/PARTY EXPENSES - 52105
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12HOLIDAY PARTY FUN EXPENSES - 52110
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13CARNIVAL AUCTION EXPENSES - 52215
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14SPAGHETTI DINNER EXPENSES - 52250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15SPERIT WEAR EXPENSES -52300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FALL FUNDRAISER EXPENSES -52855
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17LIABILITY INSURANCE EXPENSES - 65010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18TEXAS STATE SALES TAX PAYMENTS - 65010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19WEBSITE MAINTENANCE - 65020
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20ACCOUNTING SERVICES -65030
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21PTO SUPPLIES - 65040
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22OPERATING EXPENSES - 65080
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0COURTNEY JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02142807296
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKLAND ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKL
ReturnHeader/Filer/EIN0562613512
ReturnHeader/Filer/PhoneNum02142807296
ReturnHeader/Filer/USAddress/AddressLine1Txt04455 WATERSIDE ESTATES DR
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077406
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 102C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teresa Revelle
ReturnHeader/ReturnTs02024-11-14T18:07:51Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings