Civic Intelligence

Ocee Elementary School PTA

990EZ • Fiscal year 2016 • EIN 58-2540291

Jun 01, 2015 to May 31, 2016 • Filed on Jul 11, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

-2.2%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$36,286

Down $6,083 (-14%) from 2015

Net Assets

Down

$36,286

Down $6,083 (-14%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$55,772

Down $1,269 (-2.2%) from 2015

Expenses

Up

$61,855

Up $9,358 (+18%) from 2015

Net Income

Down

-$6,083

Down $10,627 (-234%) from 2015

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

2016

Assets$36,286
Liabilities-
Net Assets$36,286

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

2016

Revenue$55,772
Expenses$61,855
Net Income-$6,083
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Jul 11, 2016
Return Version
2015v2.1
Gross Receipts
$71,162
Mission and Program Overview

Mission

Provide Academic Support For Students

Program Services

DescriptionGrantsExpenses
Enrichment Fund supports Teacher Supplements and Principals fund, Agendas, Music Classrooms and Ocee Garden.-$27,934
Student Support provides 5th Grade Farewell, 5th Grade T-Shirts, Classroom Teams, Hospitality, and Landscaping, Room Parents and Volunteer Support.-$10,567
Academic Enrichment supports Accelerated Reader, Science Night and Science Zone.-$10,317
Family Events supports Spirit Day Popcorn, Basket Raffle, Bingo, Gwinnett Gladiators.-$9,894
Ways Means supports Gift Wrap, Schoolkidz, Spirit Wear, Membership.-$6,983
Student Enrichment provides Cultural Arts, Meet the Masters, Reflections and Young Authors.-$3,499
Communications provides Directory Bulletin Boards, Website Newsletter and Yearbook-$2,571
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.-$349
School Enrichment - supports Campus Beautification, Holiday Decorations, Playground--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel BillerCo-PresidentPT$0--
Amy KeaCo-PresidentPT$0--
Andrea StalemarkTreasurerPT$0--
Frances ThongsoukRec. SecretaryPT$0--
Christie CavinVP-Academic Enrich.PT$0--
Sarah LintVP-Student Enrich.PT$0--
Stephanie FitzgibbonsVP-CommunicationsPT$0--
Lauren HallCo VP-Family EventsPT$0--
Anna NeedleVP-Health COM Svs.PT$0--
Amy CarcioneCo VP-Student SupportPT$0--
Heather JuddVP-Ways MeansPT$0--
Valerie MackeyParliamentarian-$0--
Jennifer LinaCo VP-Student SupportPT$0--
Franca MarshCo VP-Family EventsPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Basket Raffle$7,082$7,082$3,557$3,525
Movie Night$5,731$5,731$3,362$2,369
Total Events$20,651$20,651$9,894$10,757
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
Rachel Biller
Title
CoPresident
Signed
2016-07-11
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 9,894

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 349

Form 990-EZ, Part III, Line 31

Student Enrichment provides Cultural Arts, Meet the Masters, Reflections and Young Authors. Grants and allocations 0, Program service expenses 3,499

Form 990-EZ, Part III, Line 31

Student Support provides 5th Grade Farewell, 5th Grade T-Shirts, Classroom Teams, Hospitality, and Landscaping, Room Parents and Volunteer Support. Grants and allocations 0, Program service expenses 10,567

Form 990-EZ, Part III, Line 31

Ways Means supports Gift Wrap, Schoolkidz, Spirit Wear, Membership. Grants and allocations 0, Program service expenses 6,983

Form 990-EZ, Part III, Line 31

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

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

Communications Income 4,471

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

Student Support Income 3,063

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

Health Community Service Income 165

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

Academic Enrichment Expenses 10,317

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

Communications Expenses 2,571

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

Enrichment Expenses 27,934

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

General Administrative Expenses 5,131

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

Student Enrichment Expenses 3,499

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

Student Support Expenses 10,567

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

Ways Means 1,487

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

Health Community Services Expenses 349

Raw XML Appendix245 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Family Events supports Spirit Day Popcorn, Basket Raffle, Bingo, Gwinnett Gladiators. Grants and allocations 0, Program service expenses 9,894
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 349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Enrichment provides Cultural Arts, Meet the Masters, Reflections and Young Authors. Grants and allocations 0, Program service expenses 3,499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Student Support provides 5th Grade Farewell, 5th Grade T-Shirts, Classroom Teams, Hospitality, and Landscaping, Room Parents and Volunteer Support. Grants and allocations 0, Program service expenses 10,567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Ways Means supports Gift Wrap, Schoolkidz, Spirit Wear, Membership. Grants and allocations 0, Program service expenses 6,983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5School Enrichment - supports Campus Beautification, Holiday Decorations, Playground Grants and allocations 0, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Communications Income 4,471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Student Support Income 3,063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Health Community Service Income 165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Academic Enrichment Expenses 10,317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Communications Expenses 2,571
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Enrichment Expenses 27,934
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12General Administrative Expenses 5,131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Student Enrichment Expenses 3,499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Student Support Expenses 10,567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Ways Means 1,487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Health Community Services Expenses 349
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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 16, Other Expenses
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
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ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Biller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CoPresident
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-11
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/PreparationDt02016-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Flagg
ReturnHeader/ReturnTs02016-07-11T12:18:13-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

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