Civic Intelligence

Ocee Elementary School PTA

990EZ • Fiscal year 2015 • EIN 58-2540291

Jun 01, 2014 to May 31, 2015 • Filed on Jul 07, 2015

Refreshing map…

4375 Kimball Bridge RoadAlpharetta, GA 30022-4409

(770) 667-2960

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

60th percentile

8.0%

Higher net margin than 60% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$42,369

Up $4,544 (+12%) from 2014

Net Assets

Up

$42,369

Up $4,544 (+12%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$57,041

Down $10,856 (-16%) from 2014

Expenses

Down

$52,497

Down $16,479 (-24%) from 2014

Net Income

Up

$4,544

Up $5,623 (+521%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $59,522Net Assets 2012: $59,5222012Assets 2013: $38,904Net Assets 2013: $38,9042013Assets 2014: $37,825Net Assets 2014: $37,8252014Assets 2015: $42,369Net Assets 2015: $42,3692015Assets 2016: $36,286Net Assets 2016: $36,2862016Assets 2017: $49,058Net Assets 2017: $49,0582017Assets 2018: $636Liabilities 2018: $02018

Highlighted filing

2015

Assets$42,369
Liabilities-
Net Assets$42,369

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $69,235Expenses 2012: $45,983Net Income 2012: $23,2522012Revenue 2013: $61,694Expenses 2013: $82,312Net Income 2013: -$20,6182013Revenue 2014: $67,897Expenses 2014: $68,976Net Income 2014: -$1,0792014Revenue 2015: $57,041Expenses 2015: $52,497Net Income 2015: $4,5442015Revenue 2016: $55,772Expenses 2016: $61,855Net Income 2016: -$6,0832016Revenue 2017: $57,161Expenses 2017: $44,389Net Income 2017: $12,7722017Revenue 2018: $86,294Expenses 2018: $134,716Net Income 2018: -$48,4222018

Highlighted filing

2015

Revenue$57,041
Expenses$52,497
Net Income$4,544
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Jul 7, 2015
Return Version
2014v5.0
Gross Receipts
$72,468
Mission and Program Overview

Mission

Provide Academic Support For Students

Program Services

DescriptionGrantsExpenses
Student Support provides 5th Grade DVD, 5th Grade Farewell, 5th Grade T-Shirts, Classroom Teams, Hospitality, and Landscaping-$10,914
Enrichment Fund supports Teacher Supplements and Principals fund and Agendas. School Enrichment-$9,743
School Enrichment - supports Campus Beautification, Holiday Decorations, Playground-$9,428
Family Events supports Spirit Day Popcorn, Basket Raffle, Bingo, Gwinnett Gladiators.-$9,373
Ways Means supports Gift Wrap, Schoolkidz, Spirit Wear, Membership.-$8,479
Academic Enrichment supports Accelerated Reader, Publix Math Night, Recyling, Walk to School, Environmental Education, K-Kids, Battle of the Books and Science Zone.-$7,546
Student Enrichment provides Celebration Book Club, Critter Corner, Ashley Anderson Memorial, Meet the Masters, Cultural Arts, Music Incentives/Medals for Awards, Reflections and Young Authors.-$4,034
Communications provides Directory, Newsletter and Yearbook-$2,310
Health Community Services supports Clinic Operations, Community Outreach, Exceptional Children, Hearing and Vision, Parenting Seminars, Special Recognition Week, Red Ribbon Week, and Randon Acts of Kindness Week.-$778
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea StalemarkCo-PresidentPT$0--
Christion MurphyCo-PresidentPT$0--
Andrea WhiteTreasurerPT$0--
Lauren HallRec. SecretaryPT$0--
Christie CavinVP-Academic Enrich.PT$0--
Sarah LintVP-Student Enrich.PT$0--
Valerie MackeyVP-CommunicationsPT$0--
Lisa KarnesVP-Family EventsPT$0--
Anna NeedleVP-Health COM Svs.PT$0--
Joanna WashingtonVP-Student SupportPT$0--
Heather JuddVP-Ways MeansPT$0--
Jennifer HopkinsParliamentarian-$0--
Rachel BillerVP-Student SupportPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Basket Raffle$7,453$7,453$3,602$3,851
Movie Night$5,954$5,954$3,551$2,403
Total Events$21,829$21,829$9,372$12,457
Filing and Contact Details

Filer

Filer Name
Ocee Elementary School PTA
EIN
58-2540291
Phone
7706672960
Address
4375 Kimball Bridge Road, Alpharetta, GA 30022-4409

Signing Officer

Name
Andrea Stalemark
Title
CoPresident
Signed
2015-07-07
Discuss with paid preparer
No

Preparer

Preparer
Sherry Flagg
Phone
7706678454
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Family Events supports Spirit Day Popcorn, Basket Raffle, Bingo, Gwinnett Gladiators. Grants and allocations 0, Program service expenses 9,373

Form 990-EZ, Part III, Line 31

Health Community Services supports Clinic Operations, Community Outreach, Exceptional Children, Hearing and Vision, Parenting Seminars, Special Recognition Week, Red Ribbon Week, and Randon Acts of Kindness Week. Grants and allocations 0, Program service expenses 778

Form 990-EZ, Part III, Line 31

Student Enrichment provides Celebration Book Club, Critter Corner, Ashley Anderson Memorial, Meet the Masters, Cultural Arts, Music Incentives/Medals for Awards, Reflections and Young Authors. Grants and allocations 0, Program service expenses 4,034

Form 990-EZ, Part III, Line 31

Student Support provides 5th Grade DVD, 5th Grade Farewell, 5th Grade T-Shirts, Classroom Teams, Hospitality, and Landscaping Grants and allocations 0, Program service expenses 10,914

Form 990-EZ, Part III, Line 31

Ways Means supports Gift Wrap, Schoolkidz, Spirit Wear, Membership. Grants and allocations 0, Program service expenses 8,479

Form 990-EZ, Part III, Line 31

School Enrichment - supports Campus Beautification, Holiday Decorations, Playground Grants and allocations 0, Program service expenses 9,428

Form 990-EZ, Part I, Line 8, Other Revenue

Communications Income 3,320

Form 990-EZ, Part I, Line 8, Other Revenue

Student Enrichment Income 520

Form 990-EZ, Part I, Line 8, Other Revenue

Student Support Income 3,584

Form 990-EZ, Part I, Line 8, Other Revenue

Health Community Service Income 68

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

Academic Enrichment Expenses 7,546

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

Communications Expenses 2,310

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

Enrichment Expenses 9,743

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

General Administrative Expenses 5,319

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

Student Enrichment Expenses 4,034

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

Student Support Expenses 10,914

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

Ways Means 2,424

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

Health Community Services Expenses 778

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

School Enrichment 9,428

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

Rounding 1

Raw XML Appendix248 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Health Community Services supports Clinic Operations, Community Outreach, Exceptional Children, Hearing and Vision, Parenting Seminars, Special Recognition Week, Red Ribbon Week, and Randon Acts of Kindness Week.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8School Enrichment - supports Campus Beautification, Holiday Decorations, Playground
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Family Events supports Spirit Day Popcorn, Basket Raffle, Bingo, Gwinnett Gladiators. Grants and allocations 0, Program service expenses 9,373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Health Community Services supports Clinic Operations, Community Outreach, Exceptional Children, Hearing and Vision, Parenting Seminars, Special Recognition Week, Red Ribbon Week, and Randon Acts of Kindness Week. Grants and allocations 0, Program service expenses 778
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Enrichment provides Celebration Book Club, Critter Corner, Ashley Anderson Memorial, Meet the Masters, Cultural Arts, Music Incentives/Medals for Awards, Reflections and Young Authors. Grants and allocations 0, Program service expenses 4,034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Student Support provides 5th Grade DVD, 5th Grade Farewell, 5th Grade T-Shirts, Classroom Teams, Hospitality, and Landscaping Grants and allocations 0, Program service expenses 10,914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Ways Means supports Gift Wrap, Schoolkidz, Spirit Wear, Membership. Grants and allocations 0, Program service expenses 8,479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5School Enrichment - supports Campus Beautification, Holiday Decorations, Playground Grants and allocations 0, Program service expenses 9,428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Communications Income 3,320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Student Enrichment Income 520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Student Support Income 3,584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Health Community Service Income 68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Academic Enrichment Expenses 7,546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Communications Expenses 2,310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Enrichment Expenses 9,743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13General Administrative Expenses 5,319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Student Enrichment Expenses 4,034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Student Support Expenses 10,914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Ways Means 2,424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Health Community Services Expenses 778
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18School Enrichment 9,428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Rounding 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Stalemark
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CoPresident
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ocee Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0OCEE
ReturnHeader/Filer/EIN0582540291
ReturnHeader/Filer/PhoneNum07706672960
ReturnHeader/Filer/USAddress/AddressLine1Txt04375 Kimball Bridge Road
ReturnHeader/Filer/USAddress/CityNm0Alpharetta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0300224409
ReturnHeader/PreparerPersonGrp/PhoneNum07706678454
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Flagg
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-07T08:57:29-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

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