Civic Intelligence

PTA Idaho Congress

990EZ • Fiscal year 2019 • EIN 82-0497308

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 07, 2019

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

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

74th percentile

0.03x

Higher debt load relative to revenue than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

80th percentile

37%

Faster asset growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-57%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$27,044

Up $7,292 (+37%) from 2018

Net Assets

Up

$26,651

Up $6,899 (+35%) from 2018

Liabilities

Up

$393

Up $393 from 2018

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin92nd percentile

Revenue

Down

$13,210

Down $17,359 (-57%) from 2018

Expenses

Down

$6,311

Down $25,421 (-80%) from 2018

Net Income

Up

$6,899

Up $8,062 (+693%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2019

Assets$27,044
Liabilities$393
Net Assets$26,651
Open 2019 Filing

Operations Trend

Revenue Growth8th 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

2019

Revenue$13,210
Expenses$6,311
Net Income$6,899
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$56,369
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,AND SUPPLIES FOR THE ELEMENTARY STUDENTS.$18,509-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA BODILYPresidentPT$0--
RAMSEY YEARSLYVice PresidentPT$0--
KAREN HEADINGSVice PresidentPT$0--
LIBBY BUTLERTreasurerPT$0--
JENNIFER OSTERBURGSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Harvest Auction$28,941$28,941$11,550$17,391
Walk a Thon$9,449$9,449$7,563$1,886
Total Events$52,438$52,438$30,533$21,905
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
Libby Butler
Title
Treasurer
Signed
2019-11-07
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.1

“Teacher appreciation $2204”

Other Expenses.2

“Gifts to the school $1969”

Other Expenses.3

“PTA MEMBERSHIP $674”

Other Expenses.4

“Miscellaneous expenses $480”

Total Liabilities.1

“SALES TAX PAYABLE - Beginning $0 SALES TAX PAYABLE - Ending $839”

Total Liabilities.2

“- Beginning $0 - Ending $-446”

Raw XML Appendix163 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/PersonNm0LIBBY BUTLER
IRS990EZ/BooksInCareOfDetail/PhoneNum07147467031
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01441 N SEVENOAKS WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAGLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd083616
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019752
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027044
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06899
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0984
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019752
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027044
IRS990EZ/FundraisingGrossIncomeAmt055721
IRS990EZ/GrossReceiptsAmt056369
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0648
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019752
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026651
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019752
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARA BODILY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RAMSEY YEARSLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN HEADINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LIBBY BUTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER OSTERBURG
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/OtherExpensesTotalAmt05327
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,AND SUPPLIES FOR THE ELEMENTARY STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018509
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043159
IRS990EZ/SpecialEventsNetIncomeLossAmt012562
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0393
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06311
IRS990EZ/TotalProgramServiceExpensesAmt018509
IRS990EZ/TotalRevenueAmt013210
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02545
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015030
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt015030
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0648
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02545
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01515
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04887
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015030
IRS990ScheduleA/TotalSupportAmt015030
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030533
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HARVEST AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028941
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09449
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052438
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028941
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09449
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052438
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021905
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011420
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030533
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011550
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07563
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TEACHER APPRECIATION $2204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GIFTS TO THE SCHOOL $1969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA MEMBERSHIP $674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS EXPENSES $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SALES TAX PAYABLE - Beginning $0 SALES TAX PAYABLE - Ending $839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5- Beginning $0 - Ending $-446
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.2
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LIBBY BUTLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
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/PreparerFirmEIN0470882171
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/ReturnTs02019-11-07T15:00:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,044
Liabilities
$393
Net assets
$26,651
Revenue
$13,210
Expenses
$6,311
Net income
$6,899
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