Civic Intelligence

Will Rogers Elementary School PTO

990EZ • Fiscal year 2023 • EIN 57-1180761

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 07, 2023

1215 E 9th StreetEdmond, OK 73034

(405) 340-2995

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

92nd percentile

108%

Faster asset growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

162%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$35,158

Up $18,286 (+108%) from 2022

Net Assets

Up

$35,158

Up $18,286 (+108%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$77,957

Up $48,205 (+162%) from 2022

Expenses

Up

$62,222

Up $37,475 (+151%) from 2022

Net Income

Up

$15,735

Up $10,730 (+214%) from 2022

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $30,205Liabilities 2011: $02011Assets 2012: $23,936Liabilities 2012: $02012Assets 2013: $26,006Liabilities 2013: $02013Assets 2014: $34,054Liabilities 2014: $02014Assets 2015: $26,566Liabilities 2015: $02015Assets 2016: $24,005Liabilities 2016: $02016Assets 2017: $25,038Liabilities 2017: $02017Assets 2018: $22,655Liabilities 2018: $02018Assets 2020: $22,656Liabilities 2020: $02020Assets 2022: $16,872Liabilities 2022: $0Net Assets 2022: $16,8722022Assets 2023: $35,158Net Assets 2023: $35,1582023Assets 2024: $62,270Net Assets 2024: $62,2702024Assets 2025: $53,732Net Assets 2025: $53,7322025

Highlighted filing

2023

Assets$35,158
Liabilities-
Net Assets$35,158

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $47,692Expenses 2011: $45,302Net Income 2011: $2,3902011Revenue 2012: $54,692Expenses 2012: $60,961Net Income 2012: -$6,2692012Revenue 2013: $56,626Expenses 2013: $54,556Net Income 2013: $2,0702013Revenue 2014: $42,880Expenses 2014: $34,832Net Income 2014: $8,0482014Revenue 2015: $41,355Expenses 2015: $48,843Net Income 2015: -$7,4882015Revenue 2016: $39,975Expenses 2016: $42,536Net Income 2016: -$2,5612016Revenue 2017: $44,643Expenses 2017: $43,610Net Income 2017: $1,0332017Revenue 2018: $43,090Expenses 2018: $45,463Net Income 2018: -$2,3732018Revenue 2020: $46,227Expenses 2020: $41,088Net Income 2020: $5,1392020Revenue 2022: $29,752Expenses 2022: $24,747Net Income 2022: $5,0052022Revenue 2023: $77,957Expenses 2023: $62,222Net Income 2023: $15,7352023Revenue 2024: $89,117Expenses 2024: $62,006Net Income 2024: $27,1112024Revenue 2025: $109,396Expenses 2025: $117,935Net Income 2025: -$8,5392025

Highlighted filing

2023

Revenue$77,957
Expenses$62,222
Net Income$15,735
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 7, 2023
Return Version
2022v5.0
Gross Receipts
$77,957
Mission and Program Overview

Mission

Promote voluntary & financial assistance to will rogers elementary school.

Program Services

DescriptionGrantsExpenses
CLASSROOM SUPPLIES, EQUIPMENT, CURRICULUM NEEDS IDENTIFIED BY EDUCATORS BENEFITING 800 WRE STUDENTS-$16,196
OTHER-$3,504
STAFF APPRECIATION ACTIVITIES (FOOD AND DRINK FOR CONFERENCE DAYS AND ONE STAFF MEETING PER MONTH) FOR 100 STAFF-$3,272
STUDENT AND FAMILY ACTIVITIES AND EVENTS FOR 800 CHILDREN AND THEIR FAMILY MEMBERS-$1,597
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE MAGNUSSONPresident-$0--
MALLORY STULCEVP Staff Sup-$0--
MELODY EDWARDSVP Fundraisi-$0--
BRYNN MAYSVP Events-$0--
ALICIA HALEVP Staff App-$0--
LAURYN PROUDTreasurer-$0--
MELISSA GRIMESAssistant Tr-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers Ove$56,551$56,551-$56,551
Total Events$56,551$56,551-$56,551
Filing and Contact Details

Filer

Filer Name
Will Rogers Elementary School Pto
EIN
57-1180761
Phone
4053402995
Address
1215 E 9TH STREET, EDMOND, OK 73034

Signing Officer

Name
Michelle Magnusson
Title
President
Phone
4053402995
Signed
2023-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Hale & Company CPA Pc
Address
1300 E 15TH ST STE 150, EDMOND, OK 73013
Preparer
James R Hale
Phone
4053306000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Fundraisers over 5,000 fall family event 2,645 chocolate sales 20,645 spring family event 1,241 fundraisers under 5,000 swig 1,796 yearbook 4,007 merchandise sale spirit merchandise 6,561 expenses insurance (pto) 615 bank expenses 81 end of year celebrations 666 event: family pajama stor 21 event: meet & greet 112 mascot cleaning 62 meeting food 12 murals 2,500 music programs & curricul 1,000 popcorn fridays 738 popsicles on the playgrou 48 principal projects 1,220 student award 500 staff appriciation 3,272 teacher supplies reimburs 13,884 vice principal projects 92 website (2 yrs) 504 total 62,222

Form 990-ez, Part III, Line 31

OTHER

Raw XML Appendix172 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04053402995
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EDMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE MAGNUSSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MALLORY STULCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELODY EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRYNN MAYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALICIA HALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAURYN PROUD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MELISSA GRIMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP STAFF SUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP STAFF APP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ASSISTANT TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt062222
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE VOLUNTARY & FINANCIAL ASSISTANCE TO WILL ROGERS ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM SUPPLIES, EQUIPMENT, CURRICULUM NEEDS IDENTIFIED BY EDUCATORS BENEFITING 800 WRE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT AND FAMILY ACTIVITIES AND EVENTS FOR 800 CHILDREN AND THEIR FAMILY MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STAFF APPRECIATION ACTIVITIES (FOOD AND DRINK FOR CONFERENCE DAYS AND ONE STAFF MEETING PER MONTH) FOR 100 STAFF
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt062222
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WILLROGERSPTO.COM
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS OVE
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt056551
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056551
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUNDRAISERS OVER 5,000 FALL FAMILY EVENT 2,645 CHOCOLATE SALES 20,645 SPRING FAMILY EVENT 1,241 FUNDRAISERS UNDER 5,000 SWIG 1,796 YEARBOOK 4,007 MERCHANDISE SALE SPIRIT MERCHANDISE 6,561 EXPENSES INSURANCE (PTO) 615 BANK EXPENSES 81 END OF YEAR CELEBRATIONS 666 EVENT: FAMILY PAJAMA STOR 21 EVENT: MEET & GREET 112 MASCOT CLEANING 62 MEETING FOOD 12 MURALS 2,500 MUSIC PROGRAMS & CURRICUL 1,000 POPCORN FRIDAYS 738 POPSICLES ON THE PLAYGROU 48 PRINCIPAL PROJECTS 1,220 STUDENT AWARD 500 STAFF APPRICIATION 3,272 TEACHER SUPPLIES REIMBURS 13,884 VICE PRINCIPAL PROJECTS 92 WEBSITE (2 YRS) 504 TOTAL 62,222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE MAGNUSSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04053402995
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILL ROGERS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0571180761
ReturnHeader/Filer/PhoneNum04053402995
ReturnHeader/Filer/USAddress/AddressLine1Txt01215 E 9TH STREET
ReturnHeader/Filer/USAddress/CityNm0EDMOND
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ReturnHeader/Filer/USAddress/ZIPCd073034
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731486189
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 E 15TH ST STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04053306000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HALE
ReturnHeader/ReturnTs02024-10-08T16:30:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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