Civic Intelligence

Country Lane Primary PTA

990EZ • Fiscal year 2021 • EIN 73-1425747

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 05, 2021

301 East Omaha StreetBroken Arrow, OK 74012-1740

(918) 259-4400

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-91%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-33%

Faster asset growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-69%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$12,371

Down $6,201 (-33%) from 2020

Net Assets

$12,371

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$6,846

Down $15,280 (-69%) from 2020

Expenses

Up

$13,047

Up $378 (+3.0%) from 2020

Net Income

Down

-$6,201

Down $15,658 (-166%) from 2020

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2011: $14,359Liabilities 2011: $02011Assets 2012: $8,628Liabilities 2012: $02012Assets 2013: $9,027Liabilities 2013: $02013Assets 2014: $10,815Liabilities 2014: $02014Assets 2015: $8,471Liabilities 2015: $02015Assets 2016: $14,976Liabilities 2016: $02016Assets 2018: $10,827Liabilities 2018: $02018Assets 2019: $9,115Liabilities 2019: $02019Assets 2020: $18,572Liabilities 2020: $02020Assets 2021: $12,371Liabilities 2021: $0Net Assets 2021: $12,3712021Assets 2022: $4,553Liabilities 2022: $0Net Assets 2022: $4,5532022Assets 2023: $7,199Liabilities 2023: $0Net Assets 2023: $7,1992023Assets 2024: $9,096Liabilities 2024: $0Net Assets 2024: $9,0962024

Highlighted filing

2021

Assets$12,371
Liabilities$0
Net Assets$12,371

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $19,522Expenses 2011: $16,000Net Income 2011: $3,5222011Revenue 2012: $20,624Expenses 2012: $26,355Net Income 2012: -$5,7312012Revenue 2013: $21,748Expenses 2013: $21,349Net Income 2013: $3992013Revenue 2014: $17,190Expenses 2014: $15,402Net Income 2014: $1,7882014Revenue 2015: $17,554Expenses 2015: $19,898Net Income 2015: -$2,3442015Revenue 2016: $22,390Expenses 2016: $15,885Net Income 2016: $6,5052016Revenue 2018: $18,609Expenses 2018: $12,013Net Income 2018: $6,5962018Revenue 2019: $17,136Expenses 2019: $18,848Net Income 2019: -$1,7122019Revenue 2020: $22,126Expenses 2020: $12,669Net Income 2020: $9,4572020Revenue 2021: $6,846Expenses 2021: $13,047Net Income 2021: -$6,2012021Revenue 2022: $18,544Expenses 2022: $26,362Net Income 2022: -$7,8182022Revenue 2023: $28,311Expenses 2023: $25,665Net Income 2023: $2,6462023Revenue 2024: $21,679Expenses 2024: $19,782Net Income 2024: $1,8972024

Highlighted filing

2021

Revenue$6,846
Expenses$13,047
Net Income-$6,201
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 5, 2021
Return Version
2020v4.1
Gross Receipts
$17,147
Mission and Program Overview

Mission

Support teachers & students of school

Program Services

DescriptionGrantsExpenses
Provide needed equipment and resources for both school and students, as well as extra cirricular activities. Supporting reading programs as well.-$5,394
Support of teaching staff through purchase of supplies and materials needed to teach classes.-$2,569
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin CarlsonPresident-$0--
Karin StoutVice President-$0--
Carlie Isom2nd Vice President-$0--
Stacey MartinSecretary-$0--
Amanda HuntTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Country Lane Primary PTA
EIN
73-1425747
Address
301 East Omaha Street, Broken Arrow, OK 74012-1740

Signing Officer

Name
Amanda Hunt
Title
Treasurer
Phone
9728246548
Signed
2021-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Laura C Watson CPA
Address
6334 E 127th St S, Bixby, OK 74008
Preparer
Laura C Watson
Phone
9188097220
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Teacher Grants Grantee Teaching Staff Country Lane PromaryStreet 301 E Omaha City, State, Zip Broken Arrow, OK 74012Relationship School Support Staff Amount 2,539

Description of other expenses Part I line 16

Description AmountAdministrative Supplies 238AIM Insurance 540Dues 75Hospitality 1,875Stripe Fees 173School Support 2,212Other Program Expenses 2,758Teacher Appreciation 1,519

Changes to governing documents Part V line 34

Name reported on the prior year Form 9990-EZ was Country Lane Elementary PTA; organization is reporting as Country Lane Primary PTA. No change to the address and/or EIN for the organization.

Raw XML Appendix177 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/BenefitsPaidToOrForMembersAmt0768
IRS990EZ/BooksInCareOfDetail/PersonNm0Country Lane Primary
IRS990EZ/BooksInCareOfDetail/PhoneNum09182594400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 E Omaha
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Broken Arrow
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074012
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018572
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012371
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
IRS990EZ/ContributionsGiftsGrantsEtcAmt0976
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6201
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt014878
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02539
IRS990EZ/GrossReceiptsAmt017147
IRS990EZ/GroupExemptionNum03112
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01293
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018572
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012371
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018572
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012371
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Erin Carlson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karin Stout
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carlie Isom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stacey Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Amanda Hunt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt09390
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support teachers & students of school
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide needed equipment and resources for both school and students, as well as extra cirricular activities. Supporting reading programs as well.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Support of teaching staff through purchase of supplies and materials needed to teach classes.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05394
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12569
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010301
IRS990EZ/SpecialEventsNetIncomeLossAmt04577
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013047
IRS990EZ/TotalProgramServiceExpensesAmt07963
IRS990EZ/TotalRevenueAmt06846
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02269
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02346
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011489
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt027183
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048771
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050383
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt071423
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0212440
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0198
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt01628
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt03669
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt03616
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt03596
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt012707
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0236636
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017147
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030961
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077365
IRS990ScheduleA/Total509Grp/TotalAmt0236636
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017147
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030961
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt077365
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0236636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Teacher Grants Grantee Teaching Staff Country Lane PromaryStreet 301 E Omaha City, State, Zip Broken Arrow, OK 74012Relationship School Support Staff Amount 2,539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdministrative Supplies 238AIM Insurance 540Dues 75Hospitality 1,875Stripe Fees 173School Support 2,212Other Program Expenses 2,758Teacher Appreciation 1,519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Name reported on the prior year Form 9990-EZ was Country Lane Elementary PTA; organization is reporting as Country Lane Primary PTA. No change to the address and/or EIN for the organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Changes to governing documents Part V line 34
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Hunt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09728246548
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Country Lane Primary PTA
ReturnHeader/Filer/BusinessNameControlTxt0COUN
ReturnHeader/Filer/EIN0731425747
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 East Omaha Street
ReturnHeader/Filer/USAddress/CityNm0Broken Arrow
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0740121740
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Laura C Watson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06334 E 127th St S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bixby
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074008
ReturnHeader/PreparerPersonGrp/PhoneNum09188097220
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura C Watson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-06T14:47:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Amanda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hunt
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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