Civic Intelligence

John Ross Elementary PTO

EIN 73-1471869 • 501(c)3 • Edmond, OK

Profile

Fundraising to support school programs

1901 N Thomas DrEdmond, OK 73003
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

79th percentile

24%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

78th percentile

31%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$92,419

Down $12,523 (-12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$92,419

Down $12,523 (-12%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin75th percentile

Revenue

Down

$94,995

Down $5,533 (-5.5%) from 2023

Expenses

Up

$107,518

Up $27,388 (+34%) from 2023

Net Income

Down

-$12,523

Down $32,921 (-161%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $29,582Liabilities 2011: $0Net Assets 2011: $29,5822011Assets 2012: $24,661Liabilities 2012: $0Net Assets 2012: $24,6612012Assets 2013: $24,855Liabilities 2013: $0Net Assets 2013: $24,8552013Assets 2014: $31,124Liabilities 2014: $0Net Assets 2014: $31,1242014Assets 2015: $61,283Liabilities 2015: $0Net Assets 2015: $61,2832015Assets 2016: $77,062Liabilities 2016: $0Net Assets 2016: $77,0622016Assets 2017: $64,897Liabilities 2017: $0Net Assets 2017: $64,8972017Assets 2018: $67,398Liabilities 2018: $0Net Assets 2018: $67,3982018Assets 2019: $77,340Liabilities 2019: $0Net Assets 2019: $77,3402019Assets 2020: $88,381Liabilities 2020: $0Net Assets 2020: $88,3812020Assets 2021: $86,271Liabilities 2021: $0Net Assets 2021: $86,2712021Assets 2022: $84,544Liabilities 2022: $0Net Assets 2022: $84,5442022Assets 2023: $104,942Liabilities 2023: $0Net Assets 2023: $104,9422023Assets 2024: $92,419Liabilities 2024: $0Net Assets 2024: $92,4192024

Highlighted filing

2024

Assets$92,419
Liabilities$0
Net Assets$92,419
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $121,369Expenses 2011: $121,605Net Income 2011: -$2362011Revenue 2012: $113,506Expenses 2012: $118,427Net Income 2012: -$4,9212012Revenue 2013: $100,275Expenses 2013: $100,082Net Income 2013: $1932013Revenue 2014: $138,745Expenses 2014: $132,476Net Income 2014: $6,2692014Revenue 2015: $133,451Expenses 2015: $103,292Net Income 2015: $30,1592015Revenue 2016: $121,061Expenses 2016: $105,282Net Income 2016: $15,7792016Revenue 2017: $113,106Expenses 2017: $125,271Net Income 2017: -$12,1652017Revenue 2018: $107,290Expenses 2018: $104,789Net Income 2018: $2,5012018Revenue 2019: $96,933Expenses 2019: $86,991Net Income 2019: $9,9422019Revenue 2020: $98,472Expenses 2020: $87,431Net Income 2020: $11,0412020Revenue 2021: $41,161Expenses 2021: $43,271Net Income 2021: -$2,1102021Revenue 2022: $76,767Expenses 2022: $78,494Net Income 2022: -$1,7272022Revenue 2023: $100,528Expenses 2023: $80,130Net Income 2023: $20,3982023Revenue 2024: $94,995Expenses 2024: $107,518Net Income 2024: -$12,5232024

Highlighted filing

2024

Revenue$94,995
Expenses$107,518
Net Income-$12,523
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,419
Liabilities
$0
Net assets
$92,419
Revenue
$94,995
Expenses
$107,518
Net income
-$12,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.95$1.08$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.01$0.80$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.77$0.78$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.41$0.43$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.98$0.87$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.97$0.87$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.07$1.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.13$1.25$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$1.21$1.05$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$1.33$1.03$0.30
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.39$1.32$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.00$0.25$1.00$1.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$1.14$1.18$0.05
2011Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$1.21$1.22$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 22, 2025
Return Version
2023v6.0
Gross Receipts
$94,995
Mission and Program Overview

Mission

Fundraising to support school programs

Program Services

DescriptionGrantsExpenses
SUPPORTED EDUCATION BY PROVIDING TECHNOLOGY ITEMS, SUPPLIES AND SUPPORT TO JOHN ROSS ELEMENTARY SCHOOL IN EDMOND, OKLAHOMA. APPROX. 690 STUDENTS BENEFITED.-$23,453
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI EVANSPresidentPT$0--
JACQUELINE HUGHESVice President-$0--
ERIN BALDERASTreasurerPT$0--
CANDACE CHAOSecretary-$0--
Filing and Contact Details

Filer

Filer Name
John Ross Elementary Pto
EIN
73-1471869
Address
1901 N THOMAS DR, EDMOND, OK 73003

Signing Officer

Name
Erin Balderas
Title
Treasurer
Phone
4056595199
Signed
2025-04-22
Discuss with paid preparer
Yes

Preparer

Firm
H Allen Smith CPA Pc
Address
10801 QUAIL PLAZA DR STE E, OKLAHOMA CITY, OK 73120
Preparer
H Allen Smith
Phone
4054785151
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountfundraising cost & expenses 74,223office & administrative exp 7,001school technology - program item 2,500teacher supplies - program item 11,399school beautification -program item 3,420teacher/student hospitality-program 6,931field trip/travel expense - program 1,704”

Raw XML Appendix153 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/PersonNm0ERIN BALDERAS
IRS990EZ/BooksInCareOfDetail/PhoneNum04059734253
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01901 N THOMAS DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EDMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0104942
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092419
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt093786
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12523
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0340
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104942
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092419
IRS990EZ/GrossReceiptsAmt094995
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01209
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104942
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092419
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104942
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092419
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTI EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACQUELINE HUGHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN BALDERAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CANDACE CHAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0107178
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISING TO SUPPORT SCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTED EDUCATION BY PROVIDING TECHNOLOGY ITEMS, SUPPLIES AND SUPPORT TO JOHN ROSS ELEMENTARY SCHOOL IN EDMOND, OKLAHOMA. APPROX. 690 STUDENTS BENEFITED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023453
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0107518
IRS990EZ/TotalProgramServiceExpensesAmt023453
IRS990EZ/TotalRevenueAmt094995
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0SCHOOL PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt093786
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt076710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041077
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt098352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0410111
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01209
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0342
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt084
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0120
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01812
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01209
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0342
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt084
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01812
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99560
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt0410111
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093786
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt076710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt098352
IRS990ScheduleA/Total509Grp/TotalAmt0410111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt094995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0100528
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt076767
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt098472
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0411923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFUNDRAISING COST & EXPENSES 74,223OFFICE & ADMINISTRATIVE EXP 7,001SCHOOL TECHNOLOGY - PROGRAM ITEM 2,500TEACHER SUPPLIES - PROGRAM ITEM 11,399SCHOOL BEAUTIFICATION -PROGRAM ITEM 3,420TEACHER/STUDENT HOSPITALITY-PROGRAM 6,931FIELD TRIP/TRAVEL EXPENSE - PROGRAM 1,704
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN BALDERAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04056595199
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN ROSS ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0731471869
ReturnHeader/Filer/USAddress/AddressLine1Txt01901 N THOMAS DR
ReturnHeader/Filer/USAddress/CityNm0EDMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731553654
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H ALLEN SMITH CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010801 QUAIL PLAZA DR STE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073120
ReturnHeader/PreparerPersonGrp/PhoneNum04054785151
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0H ALLEN SMITH
ReturnHeader/ReturnTs02025-04-23T14:17:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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