Civic Intelligence

Bixby North Elementary PTO

990EZ • Fiscal year 2018 • EIN 81-5182829

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

Organization Profile
7101 E 121st St SBixby, OK 74008

(918) 366-2690

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

$23,835

No earlier filing loaded for comparison.

Net Assets

$23,835

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin86th percentile

Revenue

$71,574

No earlier filing loaded for comparison.

Expenses

$47,739

No earlier filing loaded for comparison.

Net Income

$23,835

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2018: $23,835Liabilities 2018: $0Net Assets 2018: $23,8352018Assets 2019: $25,139Liabilities 2019: $0Net Assets 2019: $25,1392019Assets 2020: $27,324Liabilities 2020: $0Net Assets 2020: $27,3242020Assets 2021: $46,260Liabilities 2021: $0Net Assets 2021: $46,2602021Assets 2022: $52,682Liabilities 2022: $0Net Assets 2022: $52,6822022Assets 2024: $54,771Liabilities 2024: $0Net Assets 2024: $54,7712024Assets 2025: $64,160Liabilities 2025: $0Net Assets 2025: $64,1602025

Highlighted filing

2018

Assets$23,835
Liabilities$0
Net Assets$23,835
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2018: $71,574Expenses 2018: $47,739Net Income 2018: $23,8352018Revenue 2019: $45,458Expenses 2019: $44,154Net Income 2019: $1,3042019Revenue 2020: $47,288Expenses 2020: $45,103Net Income 2020: $2,1852020Revenue 2021: $40,360Expenses 2021: $21,424Net Income 2021: $18,9362021Revenue 2022: $79,303Expenses 2022: $72,881Net Income 2022: $6,4222022Revenue 2024: $75,877Expenses 2024: $87,989Net Income 2024: -$12,1122024Revenue 2025: $64,573Expenses 2025: $55,184Net Income 2025: $9,3892025

Highlighted filing

2018

Revenue$71,574
Expenses$47,739
Net Income$23,835
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$92,364
Mission and Program Overview

Mission

To promote educational welfare of childr

Program Services

DescriptionGrantsExpenses
SCHOOL GRANTS TO BENEFIT STUDENTS AT NORTH ELEMENTARY SCHOOL$25,000$13,236
SCHOOL ALLOCATIONS TEACHER PROPOSALS GRANTS ARE AWARDED BASED ON NEED AND BENEFIT TO ALL CHILDREN$8,428-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTY WHITEPresidentPT$0--
ANGELA WROBSLESKIVice PresidentPT$0--
KACIE COZBEYTreasurerPT$0--
LAURA MCNEESESecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$45,211$45,211$4,093$41,118
Fall Carniva$3,729$3,729$2,686$1,043
Total Events$48,940$48,940$6,779$42,161
Filing and Contact Details

Filer

Filer Name
Bixby North Elementary Pto
EIN
81-5182829
Address
7101 E 121ST ST S, BIXBY, OK 74008

Signing Officer

Name
Kacie Cozbey
Title
Treasurer
Phone
9183662690
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Jenkins & Kemper CPAs PC
Address
116 W Breckenridge Ave, Bixby, OK 74008
Preparer
Michael Kemper CPA
Phone
9183664440
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountwatch dogs 238grandparents day 1,757miscellaneous 2,560”

List of grants and similar amounts paid Part I line 10

“Activity grants grantee bixby north elementary school street 7101 e 121st st s city, state, zip bixby, ok 74008amount 25,000activity allocations grantee teacher allocations street 7101 e 121st st s city, state, zip bixby, ok 74008amount 8,428”

Description of other expenses Part I line 16

“Description amountwatch dogs 820grandparents day 8773rd grade celebration 460run club 387hospitality 886conf dinners 571insurance 385teacher appreciation week 763ixl 3,600brain pop 2,400miscellaneous 2,853”

Raw XML Appendix166 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/PersonNm0KACIE COZBEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09183662690
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07101 E 121ST ST S
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIXBY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023835
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017000
IRS990EZ/CostOfGoodsSoldAmt014011
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023835
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023835
IRS990EZ/FundraisingGrossIncomeAmt048940
IRS990EZ/GrantsAndSimilarAmountsPaidAmt033428
IRS990EZ/GrossProfitLossSlsOfInvntryAmt05054
IRS990EZ/GrossReceiptsAmt092364
IRS990EZ/GrossSalesOfInventoryAmt019065
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02804
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023835
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023835
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
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/PersonNm0KRISTY WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELA WROBSLESKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KACIE COZBEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA MCNEESE
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/OtherExpensesTotalAmt014002
IRS990EZ/OtherRevenueTotalAmt04555
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EDUCATIONAL WELFARE OF CHILDR
IRS990EZ/PrintingPublicationsPostageAmt09
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL ALLOCATIONS TEACHER PROPOSALS GRANTS ARE AWARDED BASED ON NEED AND BENEFIT TO ALL CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL GRANTS TO BENEFIT STUDENTS AT NORTH ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08428
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt125000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013236
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06779
IRS990EZ/SpecialEventsNetIncomeLossAmt042161
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047739
IRS990EZ/TotalProgramServiceExpensesAmt013236
IRS990EZ/TotalRevenueAmt071574
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt068005
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt068005
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt092364
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt092364
IRS990ScheduleA/Total509Grp/TotalAmt092364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt092364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt092364
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06779
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL CARNIVA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045211
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045211
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048940
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042161
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06779
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04093
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02686
IRS990ScheduleG/LicensedStatesCd0OK
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTWATCH DOGS 238GRANDPARENTS DAY 1,757MISCELLANEOUS 2,560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY GRANTS GRANTEE BIXBY NORTH ELEMENTARY SCHOOL STREET 7101 E 121ST ST S CITY, STATE, ZIP BIXBY, OK 74008AMOUNT 25,000ACTIVITY ALLOCATIONS GRANTEE TEACHER ALLOCATIONS STREET 7101 E 121ST ST S CITY, STATE, ZIP BIXBY, OK 74008AMOUNT 8,428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTWATCH DOGS 820GRANDPARENTS DAY 8773RD GRADE CELEBRATION 460RUN CLUB 387HOSPITALITY 886CONF DINNERS 571INSURANCE 385TEACHER APPRECIATION WEEK 763IXL 3,600BRAIN POP 2,400MISCELLANEOUS 2,853
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KACIE COZBEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09183662690
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIXBY NORTH ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0BIXB
ReturnHeader/Filer/EIN0815182829
ReturnHeader/Filer/USAddress/AddressLine1Txt07101 E 121ST ST S
ReturnHeader/Filer/USAddress/CityNm0BIXBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074008
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04681E9A056624D6DAA3484CED6E96D7A9B93A46C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04681E9A056624D6DAA3484CED6E96D7A9B93A46C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId073074520183385dlin3p
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-12-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.217.144.215
ReturnHeader/FilingSecurityInformation/IPDt02018-12-04
ReturnHeader/FilingSecurityInformation/IPTm009:23:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731514558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jenkins & Kemper CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0116 W Breckenridge Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bixby
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074008
ReturnHeader/PreparerPersonGrp/PhoneNum09183664440
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Kemper CPA
ReturnHeader/ReturnTs02018-12-04T09:21:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,835
Liabilities
$0
Net assets
$23,835
Revenue
$71,574
Expenses
$47,739
Net income
$23,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.2$0.00$64.2$64.6$55.2$9.39
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.8$0.00$54.8$75.9$88.0$12.1
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.7$0.00$52.7$79.3$72.9$6.42
2021Detailed filing. Detailed filing data is available for this year.$46.3$0.00$46.3$40.4$21.4$18.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.3$0.00$27.3$47.3$45.1$2.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$0.00$25.1$45.5$44.2$1.30
2018Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$71.6$47.7$23.8