Civic Intelligence

PTA Idaho Congress

990EZ • Fiscal year 2016 • EIN 82-0497308

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 13, 2016

Organization ProfileN/A
1441 N Sevenoaks WayEagle, ID 83616

(714) 746-7031

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

86th percentile

58%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$24,308

Up $8,921 (+58%) from 2015

Net Assets

Up

$24,308

Up $8,921 (+58%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin77th percentile

Revenue

Down

$43,813

Down $8,691 (-17%) from 2015

Expenses

Down

$34,892

Down $7,904 (-18%) from 2015

Net Income

Down

$8,921

Down $787 (-8.1%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$150K$100K$50K$0Assets 2011: $35,687Net Assets 2011: $35,6872011Assets 2012: $15,464Net Assets 2012: $15,4642012Assets 2013: $17,223Liabilities 2013: $0Net Assets 2013: $17,2232013Assets 2014: $5,019Liabilities 2014: $0Net Assets 2014: $5,0192014Assets 2015: $15,387Liabilities 2015: $0Net Assets 2015: $15,3872015Assets 2016: $24,308Liabilities 2016: $0Net Assets 2016: $24,3082016Assets 2017: $19,745Liabilities 2017: $0Net Assets 2017: $19,7452017Assets 2018: $19,752Liabilities 2018: $0Net Assets 2018: $19,7522018Assets 2019: $27,044Liabilities 2019: $393Net Assets 2019: $26,6512019Assets 2020: $30,748Liabilities 2020: $670Net Assets 2020: $30,0782020Assets 2022: $64,430Liabilities 2022: $0Net Assets 2022: $64,4302022Assets 2023: $139,410Liabilities 2023: $0Net Assets 2023: $139,4102023Assets 2024: $141,831Liabilities 2024: $0Net Assets 2024: $141,8312024Assets 2025: $75,818Liabilities 2025: $0Net Assets 2025: $75,8182025

Highlighted filing

2016

Assets$24,308
Liabilities$0
Net Assets$24,308
Open 2016 Filing

Operations Trend

Revenue Growth27th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $59,869Expenses 2011: $61,577Net Income 2011: -$1,7082011Revenue 2012: $47,785Expenses 2012: $68,008Net Income 2012: -$20,2232012Revenue 2013: $29,509Expenses 2013: $27,750Net Income 2013: $1,7592013Revenue 2014: $26,164Expenses 2014: $38,368Net Income 2014: -$12,2042014Revenue 2015: $52,504Expenses 2015: $42,796Net Income 2015: $9,7082015Revenue 2016: $43,813Expenses 2016: $34,892Net Income 2016: $8,9212016Revenue 2017: $35,082Expenses 2017: $39,645Net Income 2017: -$4,5632017Revenue 2018: $30,569Expenses 2018: $31,732Net Income 2018: -$1,1632018Revenue 2019: $13,210Expenses 2019: $6,311Net Income 2019: $6,8992019Revenue 2020: $28,244Expenses 2020: $24,817Net Income 2020: $3,4272020Revenue 2022: $67,440Expenses 2022: $16,393Net Income 2022: $51,0472022Revenue 2023: $103,707Expenses 2023: $28,727Net Income 2023: $74,9802023Revenue 2024: $62,675Expenses 2024: $60,254Net Income 2024: $2,4212024Revenue 2025: $51,394Expenses 2025: $117,407Net Income 2025: -$66,0132025

Highlighted filing

2016

Revenue$43,813
Expenses$34,892
Net Income$8,921
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 13, 2016
Return Version
2015v2.0
Gross Receipts
$75,761
Mission and Program Overview

Mission

Educational and social programs that benefit all students and the teachers at seven oaks elementary school.

Program Services

DescriptionGrantsExpenses
ORGANIZED FUNDRAISING EVENTS TO PROVIDE EXTRACURRICULAR ACTIVITIES, PLAYGROUND EQUIPMENT AND SUPPLIES FOR THE ELEMENTARY STUDENTS.$31,936-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE ANDERSONPresident-$0--
JAMIE OWENSVice President-$0--
HEATHER PETERSENVice President-$0--
STEVE SUSTENTreasurer-$0--
ALICIA ROSTISecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Harvest Festival$31,410$31,410$7,441$23,969
Walk a Thon$16,075$16,075$6,447$9,628
Total Events$58,397$58,397$24,066$34,331
Filing and Contact Details

Filer

Filer Name
Seven Oaks Elementary Pta
EIN
82-0497308
Address
1441 N SEVENOAKS WAY, EAGLE, ID 83616

Signing Officer

Name
Leslie Anderson
Title
President
Signed
2016-11-13
Discuss with paid preparer
Yes

Preparer

Firm
SlackTax Inc
Address
2164 W Maracay Dr, Meridian, ID 83646
Preparer
Judee Slack EA
Phone
7147551040
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $50”

Other Expenses.1007

“Conferences, Conventions, and Meetings $235”

Other Expenses.1012

“Insurance $125”

Other Expenses.1

“Pta sponsored programs $15752”

Other Expenses.2

“Gifts to the school $15088”

Other Expenses.3

“SALES TAXES PAID $1671”

Other Expenses.4

“Teacher appreciation $1431”

Other Expenses.5

“SUNSHINE FUND $486”

Other Expenses.6

“MISCELLANEOUS $29”

Other Expenses.7

“MEMBERSHIP DUES $25”

Raw XML Appendix168 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/BooksInCareOfDetail/USAddress/CityNm0EAGLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd083616
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015387
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IRS990EZ/ContributionsGiftsGrantsEtcAmt05435
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08921
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LESLIE ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMIE OWENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER PETERSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE SUSTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALICIA ROSTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034892
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL AND SOCIAL PROGRAMS THAT BENEFIT ALL STUDENTS AND THE TEACHERS AT SEVEN OAKS ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZED FUNDRAISING EVENTS TO PROVIDE EXTRACURRICULAR ACTIVITIES, PLAYGROUND EQUIPMENT AND SUPPLIES FOR THE ELEMENTARY STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031936
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031948
IRS990EZ/SpecialEventsNetIncomeLossAmt038367
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034892
IRS990EZ/TotalProgramServiceExpensesAmt031936
IRS990EZ/TotalRevenueAmt043813
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt032374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt075186
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt075186
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04887
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032490
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt075186
IRS990ScheduleA/TotalSupportAmt075186
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024066
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HARVEST FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010912
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058397
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010912
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058397
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034331
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010178
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024066
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07441
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06447
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA SPONSORED PROGRAMS $15752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GIFTS TO THE SCHOOL $15088
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SALES TAXES PAID $1671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEACHER APPRECIATION $1431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUNSHINE FUND $486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS $29
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBERSHIP DUES $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEVEN OAKS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0SEVE
ReturnHeader/Filer/EIN0820497308
ReturnHeader/Filer/USAddress/AddressLine1Txt01441 N SEVENOAKS WAY
ReturnHeader/Filer/USAddress/CityNm0EAGLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083616
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SlackTax Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02164 W Maracay Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Meridian
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083646
ReturnHeader/PreparerPersonGrp/PhoneNum07147551040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Judee Slack EA
ReturnHeader/ReturnTs02016-11-13T14:51:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,308
Liabilities
$0
Net assets
$24,308
Revenue
$43,813
Expenses
$34,892
Net income
$8,921
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.51$1.17$0.66
2024Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.63$0.60$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$1.04$0.29$0.75
2022Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.67$0.16$0.51
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.01$0.30$0.28$0.25$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.13$0.06$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.31$0.32$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.35$0.40$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.44$0.35$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.53$0.43$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.26$0.38$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$0.30$0.28$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.15$0.48$0.68$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.36$0.60$0.62$0.02