Civic Intelligence

Findley Oaks Elementary PTA

990EZ • Fiscal year 2022 • EIN 58-2126378

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 05, 2023

Organization ProfileN/A
5880 Findley Chase DriveDuluth, GA 30097-1421

(770) 497-3800

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

65th percentile

15%

Higher net margin than 65% 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

77th percentile

30%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

92nd percentile

228%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$29,533

Up $6,825 (+30%) from 2021

Net Assets

$29,533

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Up

$45,216

Up $31,435 (+228%) from 2021

Expenses

Up

$38,392

Up $9,950 (+35%) from 2021

Net Income

Up

$6,824

Up $21,485 (+147%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$40K$30K$20K$10K$0Assets 2012: $9,173Liabilities 2012: $02012Assets 2013: $8,419Liabilities 2013: $02013Assets 2014: $5,000Liabilities 2014: $02014Assets 2015: $9,391Liabilities 2015: $02015Assets 2016: $5,541Liabilities 2016: $02016Assets 2017: $13,220Liabilities 2017: $02017Assets 2018: $19,379Liabilities 2018: $02018Assets 2019: $25,782Liabilities 2019: $02019Assets 2020: $37,369Liabilities 2020: $02020Assets 2021: $22,708Liabilities 2021: $02021Assets 2022: $29,533Net Assets 2022: $29,5332022

Highlighted filing

2022

Assets$29,533
Liabilities-
Net Assets$29,533
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

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

$100K$50K$0-$50KRevenue 2012: $66,744Expenses 2012: $73,930Net Income 2012: -$7,1862012Revenue 2013: $60,067Expenses 2013: $60,821Net Income 2013: -$7542013Revenue 2014: $80,545Expenses 2014: $83,964Net Income 2014: -$3,4192014Revenue 2015: $48,124Expenses 2015: $43,732Net Income 2015: $4,3922015Revenue 2016: $35,412Expenses 2016: $39,263Net Income 2016: -$3,8512016Revenue 2017: $43,576Expenses 2017: $35,896Net Income 2017: $7,6802017Revenue 2018: $64,729Expenses 2018: $58,571Net Income 2018: $6,1582018Revenue 2019: $62,379Expenses 2019: $55,976Net Income 2019: $6,4032019Revenue 2020: $42,437Expenses 2020: $30,850Net Income 2020: $11,5872020Revenue 2021: $13,781Expenses 2021: $28,442Net Income 2021: -$14,6612021Revenue 2022: $45,216Expenses 2022: $38,392Net Income 2022: $6,8242022

Highlighted filing

2022

Revenue$45,216
Expenses$38,392
Net Income$6,824
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 5, 2023
Return Version
2021v4.2
Gross Receipts
$66,049
Mission and Program Overview

Mission

PTA advocating for the Students/Community at FOE School.

Program Services

DescriptionGrantsExpenses
Student Support Program supports Grade levels events and activities, Field Day, Fundraisers-Fun Run and Spring, Staff Appreciation, Welcome Back Lunch, Class Shirts and School Improvements.-$31,253
Academic Support Program supports 2nd Grade Publishing, Freckle and Science Force-$10,577
Membership Program Supports - Fundraisers Expense, Meet Greet, Teacher Grant and Yearbook.-$7,634
Community Relations Program Supports Bingo, Campus Beautification, Father-Daughter Event, Mother-Son Event and Spirit Nights-$7,549
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelby McMahonPresidentPT$0--
Candace HanPresidentPT$0--
Lindsay EtienneTreasurerPT$0--
Christina MonteiroSecretary-$0--
Beth LoucheVP Findley Events-$0--
OpenVP Student Support-$0--
OpenVP Business Partners-$0--
Jen HedrickVP Budget Membership-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run Fundraiser$28,237$28,237$15,988$12,249
Spring Fundraiser$6,979$6,979$3,500$3,479
Total Events$35,216$35,216$19,488$15,728
Filing and Contact Details

Filer

Filer Name
Findley Oaks Elementary PTA
EIN
58-2126378
Phone
7704973800
Address
5880 Findley Chase Drive, Duluth, GA 30097-1421

Signing Officer

Name
Lindsey Etienne
Title
Treasurer
Phone
7704973800
Signed
2023-04-05
Discuss with paid preparer
Yes

Preparer

Preparer
Sherry Flagg
Phone
7706678454
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

“Student Support Program supports Grade levels events and activities, Field Day, Fundraisers-Fun Run and Spring, Staff Appreciation, Welcome Back Lunch, Class Shirts and School Improvements. Grants and allocations 0, Program service expenses 31,253”

Form 990-EZ, Part I, Line 16, Other Expenses

“Academic Support Expense 10,577”

Form 990-EZ, Part I, Line 16, Other Expenses

“Membership Expense 7,634”

Form 990-EZ, Part I, Line 16, Other Expenses

“Community Relations Expense 7,549”

Form 990-EZ, Part I, Line 16, Other Expenses

“Administrative Expense 2,212”

Form 990-EZ, Part I, Line 16, Other Expenses

“Student Support Expense 10,419”

Form 990-EZ, Part I, Line 16, Other Expenses

“Rounding 1”

Raw XML Appendix189 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/USAddress/CityNm0Johns Creek
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030097
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022709
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt05482
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IRS990EZ/GrossSalesOfInventoryAmt06827
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6004.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7004.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelby McMahon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Candace Han
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lindsay Etienne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Christina Monteiro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Beth Louche
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Open
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Open
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jen Hedrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Findley Events
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Student Support
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Business Partners
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Budget Membership
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038392
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA advocating for the Students/Community at FOE School.
IRS990EZ/ProgramServiceRevenueAmt015851
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Academic Support Program supports 2nd Grade Publishing, Freckle and Science Force
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Membership Program Supports - Fundraisers Expense, Meet Greet, Teacher Grant and Yearbook.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Community Relations Program Supports Bingo, Campus Beautification, Father-Daughter Event, Mother-Son Event and Spirit Nights
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Student Support Program supports Grade levels events and activities, Field Day, Fundraisers-Fun Run and Spring, Staff Appreciation, Welcome Back Lunch, Class Shirts and School Improvements.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010577
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17634
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27549
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt331253
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019488
IRS990EZ/SpecialEventsNetIncomeLossAmt015728
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt038392
IRS990EZ/TotalProgramServiceExpensesAmt057013
IRS990EZ/TotalRevenueAmt045216
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0100079
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt043978
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045167
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021684
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0168723
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066049
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061103
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070887
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt070763
IRS990ScheduleA/Total509Grp/TotalAmt0268802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061103
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt070763
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0268802
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019488
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spring Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06979
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06979
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035216
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015728
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019488
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015988
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student Support Program supports Grade levels events and activities, Field Day, Fundraisers-Fun Run and Spring, Staff Appreciation, Welcome Back Lunch, Class Shirts and School Improvements. Grants and allocations 0, Program service expenses 31,253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Academic Support Expense 10,577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Membership Expense 7,634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Community Relations Expense 7,549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Administrative Expense 2,212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Student Support Expense 10,419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rounding 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lindsey Etienne
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07704973800
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Findley Oaks Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0FIND
ReturnHeader/Filer/EIN0582126378
ReturnHeader/Filer/PhoneNum07704973800
ReturnHeader/Filer/USAddress/AddressLine1Txt05880 Findley Chase Drive
ReturnHeader/Filer/USAddress/CityNm0Duluth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0300971421
ReturnHeader/PreparerPersonGrp/PhoneNum07706678454
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Flagg
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-04-05T01:35:36-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lindsey
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Etienne
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,533
Liabilities
-
Net assets
$29,533
Revenue
$45,216
Expenses
$38,392
Net income
$6,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$29.5$29.5$45.2$38.4$6.82
2021Summary only. Only limited summary data is available for this year.$22.7$0.00$13.8$28.4$14.7
2020Summary only. Only limited summary data is available for this year.$37.4$0.00$42.4$30.9$11.6
2019Summary only. Only limited summary data is available for this year.$25.8$0.00$62.4$56.0$6.40
2018Summary only. Only limited summary data is available for this year.$19.4$0.00$64.7$58.6$6.16
2017Summary only. Only limited summary data is available for this year.$13.2$0.00$43.6$35.9$7.68
2016Summary only. Only limited summary data is available for this year.$5.54$0.00$35.4$39.3$3.85
2015Summary only. Only limited summary data is available for this year.$9.39$0.00$48.1$43.7$4.39
2014Summary only. Only limited summary data is available for this year.$5.00$0.00$80.5$84.0$3.42
2013Summary only. Only limited summary data is available for this year.$8.42$0.00$60.1$60.8$0.75
2012Summary only. Only limited summary data is available for this year.$9.17$0.00$66.7$73.9$7.19