Civic Intelligence

White Oak Elementary PTO Parent Teacher Organization

990EZ • Fiscal year 2014 • EIN 58-2407868

Jul 01, 2013 to Jun 30, 2014 • Filed on Jun 24, 2015

770 Lora Smith Rd30265

(770) 253-9935

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

26th percentile

-7.6%

Higher net margin than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

30th percentile

-8.3%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

82nd percentile

39%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$30,087

Down $2,720 (-8.3%) from 2013

Net Assets

Down

$30,087

Down $2,720 (-8.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$35,949

Up $10,090 (+39%) from 2013

Expenses

Up

$38,669

Up $17,881 (+86%) from 2013

Net Income

Down

-$2,720

Down $7,791 (-154%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $21,591Liabilities 2011: $02011Assets 2013: $32,807Liabilities 2013: $0Net Assets 2013: $32,8072013Assets 2014: $30,087Liabilities 2014: $0Net Assets 2014: $30,0872014Assets 2015: $16,675Liabilities 2015: $0Net Assets 2015: $16,6752015Assets 2016: $34,322Liabilities 2016: $0Net Assets 2016: $34,3222016Assets 2017: $33,059Liabilities 2017: $0Net Assets 2017: $33,0592017Assets 2018: $36,573Liabilities 2018: $0Net Assets 2018: $36,5732018Assets 2019: $47,366Liabilities 2019: $0Net Assets 2019: $47,3662019Assets 2020: $15,739Liabilities 2020: $0Net Assets 2020: $15,7392020Assets 2021: $9,641Liabilities 2021: $0Net Assets 2021: $9,6412021Assets 2022: $23,407Liabilities 2022: $0Net Assets 2022: $23,4072022Assets 2023: $33,211Liabilities 2023: $0Net Assets 2023: $33,2112023Assets 2024: $40,820Liabilities 2024: $0Net Assets 2024: $40,8202024

Highlighted filing

2014

Assets$30,087
Liabilities$0
Net Assets$30,087

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $31,451Expenses 2011: $30,157Net Income 2011: $1,2942011Revenue 2013: $25,859Expenses 2013: $20,788Net Income 2013: $5,0712013Revenue 2014: $35,949Expenses 2014: $38,669Net Income 2014: -$2,7202014Revenue 2015: $33,215Expenses 2015: $29,321Net Income 2015: $3,8942015Revenue 2016: $24,660Expenses 2016: $7,013Net Income 2016: $17,6472016Revenue 2017: $16,814Expenses 2017: $18,077Net Income 2017: -$1,2632017Revenue 2018: $25,805Expenses 2018: $22,291Net Income 2018: $3,5142018Revenue 2019: $41,017Expenses 2019: $30,224Net Income 2019: $10,7932019Revenue 2020: $16,728Expenses 2020: $48,355Net Income 2020: -$31,6272020Revenue 2021: $7,278Expenses 2021: $13,376Net Income 2021: -$6,0982021Revenue 2022: $23,713Expenses 2022: $9,947Net Income 2022: $13,7662022Revenue 2023: $24,654Expenses 2023: $14,850Net Income 2023: $9,8042023Revenue 2024: $37,096Expenses 2024: $29,487Net Income 2024: $7,6092024

Highlighted filing

2014

Revenue$35,949
Expenses$38,669
Net Income-$2,720
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jun 24, 2015
Return Version
2013v4.0
Gross Receipts
$51,125
Mission and Program Overview

Mission

Support of White Oak Elementary School

Program Services

DescriptionGrantsExpenses
White Oak PTO main purpose is to raise money through fundraising special events to support White Oak Elementary--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon KerscherPresidentPT$0--
Adrienne StaplesVPPT$0--
Anna FoersterSecretaryPT$0--
Filing and Contact Details

Filer

EIN
58-2407868

Signing Officer

Name
Tina Harrill
Title
Treasurer
Phone
7702539935
Signed
2015-06-24
Discuss with paid preparer
Yes

Preparer

Preparer
Tina Harrill
Phone
7703106665
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountMisc classroom supplies 17,781Bank charges and returned cks 267Janitor supplies 635Landscaping and Beautification 3,477PTO sponsored expenses 3,989Library 6,500Playground and Sign repairs 4,772Recruitment 50

Raw XML Appendix134 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/PhoneNum07702539935
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10770 LORA SMITH RD
IRS990EZ/BooksInCareOfDetail/USAddress/City0NEWNAN
IRS990EZ/BooksInCareOfDetail/USAddress/State0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode030265
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032807
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030087
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2720
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt030087
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032807
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030087
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt037471
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support of White Oak Elementary School
IRS990EZ/PrintingPublicationsPostageAmt01198
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0White Oak PTO main purpose is to raise money through fundraising special events to support White Oak Elementary
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015176
IRS990EZ/SpecialEventsNetIncomeLossAmt035949
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038669
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt035949
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt054643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt062001
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt065495
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0297454
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0297454
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054643
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065495
IRS990ScheduleA/Total509Grp/TotalAmt0297454
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054643
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0297454
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Misc fundrai
IRS990ScheduleG/SpecialFundraisingEventsInd0X
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Tina Harrill
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07702539935
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10WHITE OAK ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0582407868
ReturnHeader/Filer/USAddress/AddressLine10770 LORA SMITH RD
ReturnHeader/Filer/USAddress/City0NEWNAN
ReturnHeader/Filer/USAddress/State0GA
ReturnHeader/Filer/USAddress/ZIPCode030265
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205653710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Accountability Tax Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1090F Glenda Trace Suite 115
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode030265
ReturnHeader/PreparerPersonGrp/PhoneNum07703106665
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tina Harrill
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-06-25T15:42:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings