Civic Intelligence

PTA Idaho Congress

990EZ • Fiscal year 2024 • EIN 82-0497308

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 16, 2024

Organization ProfileN/A
1441 N Seven Oaks WayEagle, ID 83616

(407) 461-4112

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

3.9%

Higher net margin than 51% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

51st percentile

1.7%

Faster asset growth than 51% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-40%

Faster revenue growth than 14% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$141,831

Up $2,421 (+1.7%) from 2023

Net Assets

Up

$141,831

Up $2,421 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin51st percentile

Revenue

Down

$62,675

Down $41,032 (-40%) from 2023

Expenses

Up

$60,254

Up $31,527 (+110%) from 2023

Net Income

Down

$2,421

Down $72,559 (-97%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2024

Assets$141,831
Liabilities$0
Net Assets$141,831
Open 2024 Filing

Operations Trend

Revenue Growth14th 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

2024

Revenue$62,675
Expenses$60,254
Net Income$2,421
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 16, 2024
Return Version
2023v5.1
Gross Receipts
$81,179
Mission and Program Overview

Mission

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

Educational and social programs that ben

Program Services

DescriptionGrantsExpenses
ORGANIZED FUNDRAISING EVENTS TO PROVIDE EXTRACURRICULAR ACTIVITIES AND SUPPLIES FOR THE ELEMENTARY STUDENTS AND TEACHERS-$18,504
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON BLAKEPresidentPT$0--
ELIZABETH BUCHMILLERSecretaryPT$0--
CYNDIE BUCKNERTreasurerPT$0--
ALISON BLANDFORDVice President 2PT$0--
ALYSIA DEVRIESVice President 1PT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Fun Ru$55,373$55,373$7,646$47,727
Carnival$7,597$7,597$7,027$570
Total Events$75,409$75,409$18,504$56,905
Filing and Contact Details

Filer

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

Signing Officer

Name
Shannon Blake
Title
President
Phone
4074614112
Signed
2024-07-16
Discuss with paid preparer
Yes

Preparer

Firm
Hahn & Associates Pc
Address
483 S Rivershore Lane, Eagle, ID 83616
Preparer
Brandi Koberlein CPA
Phone
2083238322
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountdepreciation from 4562 2,637general and administrative 3,570sales tax paid 973student programs and events 49,529teacher appreciation 3,545”

Description of other assets Part II line 24

“Category beginning of year end of yearbook vending 0 4,302”

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/PersonNm0SHANNON BLAKE
IRS990EZ/BooksInCareOfDetail/PhoneNum04074614112
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02377 E STOKIE CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAGLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd083616
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0139410
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0137529
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04733
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02421
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0139410
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0141831
IRS990EZ/FundraisingGrossIncomeAmt075409
IRS990EZ/GrossReceiptsAmt081179
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt026
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01011
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0139410
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0141831
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0139410
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0141831
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
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/PersonNm0SHANNON BLAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH BUCHMILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CYNDIE BUCKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALISON BLANDFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALYSIA DEVRIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT 2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT 1
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04302
IRS990EZ/OtherExpensesTotalAmt060254
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL AND SOCIAL PROGRAMS THAT BEN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZED FUNDRAISING EVENTS TO PROVIDE EXTRACURRICULAR ACTIVITIES AND SUPPLIES FOR THE ELEMENTARY STUDENTS AND TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018504
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018504
IRS990EZ/SpecialEventsNetIncomeLossAmt056905
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060254
IRS990EZ/TotalProgramServiceExpensesAmt018504
IRS990EZ/TotalRevenueAmt062675
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05744
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02529
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt035947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt031
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99910
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt035947
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05744
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02529
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt035947
IRS990ScheduleA/TotalSupportAmt035978
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018504
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COLOR FUN RU
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055373
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt075409
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055373
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt075409
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056905
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03831
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018504
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07646
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07027
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDEPRECIATION FROM 4562 2,637GENERAL AND ADMINISTRATIVE 3,570SALES TAX PAID 973STUDENT PROGRAMS AND EVENTS 49,529TEACHER APPRECIATION 3,545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARBOOK VENDING 0 4,302
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON BLAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04074614112
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEVEN OAKS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0SEVE
ReturnHeader/Filer/EIN0820497308
ReturnHeader/Filer/USAddress/AddressLine1Txt01441 N SEVEN OAKS WAY
ReturnHeader/Filer/USAddress/CityNm0EAGLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083616
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800004849
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAHN & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0483 S Rivershore Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Eagle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083616
ReturnHeader/PreparerPersonGrp/PhoneNum02083238322
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brandi Koberlein CPA
ReturnHeader/ReturnTs02024-07-29T10:38:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$141,831
Liabilities
$0
Net assets
$141,831
Revenue
$62,675
Expenses
$60,254
Net income
$2,421
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