Civic Intelligence

White Oak Elementary PTO Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 58-2407868

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

Organization Profile
770 Lora Smith RdNewnan, GA 30265

(770) 253-9935

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

87th percentile

40%

Higher net margin than 87% 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

83rd percentile

42%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

49th percentile

4.0%

Faster revenue growth than 49% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$33,211

Up $9,804 (+42%) from 2022

Net Assets

Up

$33,211

Up $9,804 (+42%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin87th percentile

Revenue

Up

$24,654

Up $941 (+4.0%) from 2022

Expenses

Up

$14,850

Up $4,903 (+49%) from 2022

Net Income

Down

$9,804

Down $3,962 (-29%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

2023

Assets$33,211
Liabilities$0
Net Assets$33,211
Open 2023 Filing

Operations Trend

Revenue Growth49th percentile

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

2023

Revenue$24,654
Expenses$14,850
Net Income$9,804
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 7, 2023
Return Version
2022v5.0
Gross Receipts
$35,911
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
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nathalie KonigVP-$0--
Rebecca ZoglmannPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Misc fundrai----
Filing and Contact Details

Filer

Filer Name
White Oak Elementary Pto
EIN
58-2407868
Address
770 LORA SMITH RD, NEWNAN, GA 30265

Signing Officer

Name
Rebecca Zoglmann
Title
President
Phone
7702539935
Signed
2023-08-07
Discuss with paid preparer
No

Preparer

Firm
Accountability Tax Accounting Inc
Address
90F Glenda Trace Suite 115, Newnan, GA 30265
Preparer
Tina Harrill
Phone
7703106665
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountInsurance 555Other misc expenses 425Misc School expenses 11,907Teacher appreciation 1,813”

Raw XML Appendix136 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/PersonNm0Rebecca Zoglmann
IRS990EZ/BooksInCareOfDetail/PhoneNum07702539935
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0770 LORA SMITH RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWNAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030265
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023407
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033211
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09804
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023407
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033211
IRS990EZ/FundraisingGrossIncomeAmt035911
IRS990EZ/GrossReceiptsAmt035911
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023407
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033211
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023407
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033211
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nathalie Konig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rebecca Zoglmann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt014700
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support of White Oak Elementary School
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/SpecialEventsDirectExpensesAmt011257
IRS990EZ/SpecialEventsNetIncomeLossAmt024654
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014850
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt024654
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Non Profit
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035911
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010062
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt035841
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052346
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0163790
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0163790
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035841
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052346
IRS990ScheduleA/Total509Grp/TotalAmt0163790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt035841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052346
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0163790
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Misc fundrai
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInsurance 555Other misc expenses 425Misc School expenses 11,907Teacher appreciation 1,813
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Rebecca Zoglmann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07702539935
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITE OAK ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0582407868
ReturnHeader/Filer/USAddress/AddressLine1Txt0770 LORA SMITH RD
ReturnHeader/Filer/USAddress/CityNm0NEWNAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030265
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205653710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accountability Tax Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt090F Glenda Trace Suite 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newnan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030265
ReturnHeader/PreparerPersonGrp/PhoneNum07703106665
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tina Harrill
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-07T16:41:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rebecca
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Zoglmann
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,211
Liabilities
$0
Net assets
$33,211
Revenue
$24,654
Expenses
$14,850
Net income
$9,804
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.8$0.00$40.8$37.1$29.5$7.61
2023Detailed filing. Detailed filing data is available for this year.$33.2$0.00$33.2$24.7$14.9$9.80
2022Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$23.7$9.95$13.8
2021Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$7.28$13.4$6.10
2020Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$16.7$48.4$31.6
2019Detailed filing. Detailed filing data is available for this year.$47.4$0.00$47.4$41.0$30.2$10.8
2018Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$25.8$22.3$3.51
2017Detailed filing. Detailed filing data is available for this year.$33.1$0.00$33.1$16.8$18.1$1.26
2016Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$24.7$7.01$17.6
2015Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$33.2$29.3$3.89
2014Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$35.9$38.7$2.72
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.8$0.00$32.8$25.9$20.8$5.07
2011Summary only. Only limited summary data is available for this year.$21.6$0.00$31.5$30.2$1.29