Civic Intelligence

Bixby North Elementary PTO

990EZ • Fiscal year 2020 • EIN 81-5182829

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 28, 2020

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

52nd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

50th percentile

4.6%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

55th percentile

7.1%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

45th percentile

-19%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Assets

Up

$27,324

Up $2,185 (+8.7%) from 2019

Net Assets

Up

$27,324

Up $2,185 (+8.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$47,288

Up $1,830 (+4.0%) from 2019

Expenses

Up

$45,103

Up $949 (+2.1%) from 2019

Net Income

Up

$2,185

Up $881 (+68%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$27,324
Liabilities$0
Net Assets$27,324

Operations Trend

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

2020

Revenue$47,288
Expenses$45,103
Net Income$2,185
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 28, 2020
Return Version
2019v5.1
Gross Receipts
$69,036
Mission and Program Overview

Mission

To promote educational welfare of childr

Program Services

DescriptionGrantsExpenses
SCHOOL GRANTS TO BENEFIT STUDENTS AT NORTH ELEMENTARY SCHOOL-$21,341
SCHOOL ALLOCATIONS, TEACHER PROPOSALS, GRANTS ARE AWARDED BASED ON NEED AND BENEFIT TO ALL CHILDREN-$8,978
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
APRIL TATEPresidentPT$0--
AMY BRADTVice PresidentPT$0--
SARA DAVISSONTreasurerPT$0--
ANDREA JACOBSSecretaryPT$0--
KRISTY WHITEMember At LargePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$39,318$39,318$3,272$36,046
Fall Carniva$3,575$3,575$2,327$1,248
Total Events$42,893$42,893$5,599$37,294
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
Renee Haack
Title
Treasurer
Phone
4029900938
Signed
2020-10-28
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 159freckles friday 3,521miscellaneous 2,050

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 21,341activity allocations grantee teacher allocations street 7101 e 121st st s city, state, zip bixby, ok 74008amount 8,977

Description of other expenses Part I line 16

Description amountwatch dogs 370freckles friday 1,6423rd grade celebration 655run club 126hospitality 275conf dinners 220insurance 385teacher appreciation week 1,458ixl 3,600brain pop 1,700miscellaneous 1,714district outreach 1,000

Raw XML Appendix183 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/PersonNm0RENEE HAACK
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/BOYAmt025139
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027324
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt016149
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02185
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025139
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027324
IRS990EZ/FundraisingGrossIncomeAmt042893
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030318
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01820
IRS990EZ/GrossReceiptsAmt069036
IRS990EZ/GrossSalesOfInventoryAmt017969
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02444
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025139
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027324
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025139
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027324
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
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/PersonNm0APRIL TATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY BRADT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA DAVISSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREA JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTY WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt013145
IRS990EZ/OtherRevenueTotalAmt05730
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EDUCATIONAL WELFARE OF CHILDR
IRS990EZ/PrintingPublicationsPostageAmt01440
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/ProgramServiceExpensesAmt08978
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121341
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05599
IRS990EZ/SpecialEventsNetIncomeLossAmt037294
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045103
IRS990EZ/TotalProgramServiceExpensesAmt030319
IRS990EZ/TotalRevenueAmt047288
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02444
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060862
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059828
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068005
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0188695
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt05730
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03550
IRS990ScheduleA/OtherIncome509Grp/TotalAmt09280
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95910
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0217660
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt092364
IRS990ScheduleA/Total509Grp/TotalAmt0217660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069036
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt092364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0226940
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05599
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL CARNIVA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039318
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042893
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039318
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042893
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037294
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05599
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03272
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02327
IRS990ScheduleG/LicensedStatesCd0OK
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTWATCH DOGS 159FRECKLES FRIDAY 3,521MISCELLANEOUS 2,050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY GRANTS GRANTEE BIXBY NORTH ELEMENTARY SCHOOL STREET 7101 E 121ST ST S CITY, STATE, ZIP BIXBY, OK 74008AMOUNT 21,341ACTIVITY ALLOCATIONS GRANTEE TEACHER ALLOCATIONS STREET 7101 E 121ST ST S CITY, STATE, ZIP BIXBY, OK 74008AMOUNT 8,977
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTWATCH DOGS 370FRECKLES FRIDAY 1,6423RD GRADE CELEBRATION 655RUN CLUB 126HOSPITALITY 275CONF DINNERS 220INSURANCE 385TEACHER APPRECIATION WEEK 1,458IXL 3,600BRAIN POP 1,700MISCELLANEOUS 1,714DISTRICT OUTREACH 1,000
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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE HAACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04029900938
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-28
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/AtSubmissionCreationDeviceId04EF309F63B0DD66114D5D9293CB8C2D388B482D0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04EF309F63B0DD66114D5D9293CB8C2D388B482D0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07307452020319rcai1m0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt089.187.171.116
ReturnHeader/FilingSecurityInformation/IPDt02020-11-14
ReturnHeader/FilingSecurityInformation/IPTm014:08:15
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/PreparationDt02020-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Kemper CPA
ReturnHeader/ReturnTs02020-11-14T14:06:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings