Civic Intelligence

Ocee Elementary School PTA

990EZ • Fiscal year 2019 • EIN 58-2540291

Jun 01, 2018 to May 31, 2019 • Filed on Jul 12, 2019

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4375 Kimball Bridge RoadAlpharetta, GA 30022-4409

(770) 667-2960

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$0

Down $636 (-100%) from 2018

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$636

Down $134,080 (-100%) from 2018

Net Income

-

No earlier filing loaded for comparison.

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: $02018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities-
Net Assets$0

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: -$48,4222018Expenses 2019: $6362019

Highlighted filing

2019

Revenue-
Expenses$636
Net Income-
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Jul 12, 2019
Return Version
2018v3.1
Mission and Program Overview

Mission

Provide Academic Support For Students

Program Services

DescriptionGrantsExpenses
Academic Enrichment supports Accelerated Reader, Science Night and Science Zone.--
Communications provides Directory Bulletin Boards, Website Newsletter and Yearbook--
Enrichment Fund supports Teacher Supplements and Principals fund, Agendas, Music Classrooms and Ocee Garden. Donations to Ocee Elementary Foundation--
Family Events supports Spirit Day Popcorn, Basket Raffle, Bingo, Gwinnett Gladiators.--
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.--
Student Enrichment provides Cultural Arts, Meet the Masters, Reflections and Young Authors.--
Student Support provides 5th Grade Farewell, 5th Grade T-Shirts, Classroom Teams, Hospitality, and Landscaping, Room Parents and Volunteer Support.--
Ways Means supports Gift Wrap, Schoolkidz, Spirit Wear, Membership.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danelle WestCo-PresidentPT$0--
Allison LiuCo-PresidentPT$0--
Amy CarcioneTreasurerPT$0--
Amy KeaRec. SecretaryPT$0--
Erin FrenchVP-Academic Enrich.PT$0--
Christie CavinVP-Student Enrich.PT$0--
Manny RodriguezVP-CommunicationsPT$0--
Derek ScheidtCo VP-Family EventsPT$0--
Fran RisslandVP-Health COM Svs.PT$0--
Andrea BaraCo VP-Student SupportPT$0--
Frances ThongsoukVP-Ways MeansPT$0--
Franca MarshParliamentarian-$0--
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
Danielle West
Title
CoPresident
Signed
2019-07-12
Discuss with paid preparer
Yes

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 0

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 0

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 0

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 0

Form 990-EZ, Part III, Line 31

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

Raw XML Appendix198 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Enrichment provides Cultural Arts, Meet the Masters, Reflections and Young Authors. Grants and allocations 0, Program service expenses 0
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 0
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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
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ReturnHeader/PreparerPersonGrp/PhoneNum07706678454
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Flagg
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ReturnHeader/ReturnTs02019-07-12T03:52:21-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

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