Civic Intelligence

Ocee Elementary Foundation Inc

990EZ • Fiscal year 2023 • EIN 82-3154200

Jun 01, 2022 to May 31, 2023 • Filed on Dec 01, 2023

Refreshing map…

4375 Kimball Bridge RoadAlpharetta, GA 30022

(470) 254-2960

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

25th percentile

-17%

Faster asset growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

43rd percentile

-0.9%

Faster revenue growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$55,114

Down $11,461 (-17%) from 2022

Net Assets

Down

$55,114

Down $11,461 (-17%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$67,541

Down $636 (-0.9%) from 2022

Expenses

Up

$79,002

Up $34,900 (+79%) from 2022

Net Income

Down

-$11,461

Down $35,536 (-148%) from 2022

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: $62,855Liabilities 2018: $02018Assets 2019: $62,510Net Assets 2019: $62,5102019Assets 2020: $59,024Net Assets 2020: $59,0242020Assets 2021: $42,500Net Assets 2021: $42,5002021Assets 2022: $66,575Net Assets 2022: $66,5752022Assets 2023: $55,114Net Assets 2023: $55,1142023Assets 2024: $49,247Net Assets 2024: $49,2472024Assets 2025: $28,436Net Assets 2025: $28,4362025

Highlighted filing

2023

Assets$55,114
Liabilities-
Net Assets$55,114

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2018: $63,000Expenses 2018: $145Net Income 2018: $62,8552018Revenue 2019: $77,976Expenses 2019: $78,321Net Income 2019: -$3452019Revenue 2020: $76,321Expenses 2020: $79,807Net Income 2020: -$3,4862020Revenue 2021: $17,960Expenses 2021: $34,484Net Income 2021: -$16,5242021Revenue 2022: $68,177Expenses 2022: $44,102Net Income 2022: $24,0752022Revenue 2023: $67,541Expenses 2023: $79,002Net Income 2023: -$11,4612023Revenue 2024: $95,737Expenses 2024: $101,604Net Income 2024: -$5,8672024Revenue 2025: $86,023Expenses 2025: $106,834Net Income 2025: -$20,8112025

Highlighted filing

2023

Revenue$67,541
Expenses$79,002
Net Income-$11,461
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Dec 1, 2023
Return Version
2022v5.0
Gross Receipts
$92,471
Mission and Program Overview

Mission

Provide Academic Support For Students

Program Services

DescriptionGrantsExpenses
School Enrichment supports Teacher and Principal Supplements and provides teacher grants.-$21,590
Academic Enrichment supports Environmental Education-Garden, Music Department and STEM Activities.-$16,210
Staff and Student Support provides 5th Grade Farewell Events, Hospitality, Positive Behavior Incentive Solutions Program, and Teacher and Staff Appreciation Activities.-$14,991
Student Enrichment supports Field Trips, student assemblies, and Bulletin Boards Through My Eyes Art Competition.-$12,834
Health Community Services supports Landscaping, Recycling, Walk and Roll to School, Red Ribbon Week and Water Filtration.-$8,216
Family Events supports Basket Raffle, Bingo Night, Carnival, Pastries with Pals, Silent Auction, Spooky Stories, Father-Daughter Dance and Mother-Son Color Battle.--
Ways Means supports Fundraising, Spiritwear and Yearbook.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacey McCordCo-PresidentPT$0--
Michelle LucentoCo-PresidentPT$0--
David ShinnTreasurerPT$0--
Jennifer CarterRecording Secretary-$0--
Kelly GrayHealth And Community Svcs-$0--
Chris LylesVP Community PartnershipPT$0--
Laura DemalineCo-VP Ways And MeansPT$0--
Nikeitra SmithCo-VP Ways And MeansPT$0--
Heidi WhitakerCo-VP Family EventsPT$0--
Anna DoppelCo-VP Family EventsPT$0--
Tammy HwangVP Student EnrichmentPT$0--
Ashley ChenaultCo-VP Staff Student SupportPT$0--
Natasha HardenCo-VP Staff Student SupportPT$0--
Julie SmithVP Academic EnrichmentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$16,860$16,345$1,384$14,961
Fundraising Campaign$27,377$5,780$1,490$4,290
Total Events$60,172$37,380$15,747$21,633
Filing and Contact Details

Filer

Filer Name
Ocee Elementary Foundation Inc
EIN
82-3154200
Phone
4702542960
Address
4375 Kimball Bridge Road, Alpharetta, GA 30022

Signing Officer

Name
Stacey McCord and Michelle Lucento
Title
CoPresidents
Phone
4702542960
Signed
2023-12-01
Discuss with paid preparer
Yes

Preparer

Preparer
Sherry Flagg
Phone
7706678454
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Family Events supports Basket Raffle, Bingo Night, Carnival, Pastries with Pals, Silent Auction, Spooky Stories, Father-Daughter Dance and Mother-Son Color Battle. Grants and allocations 0, Program service expenses 0

Form 990-EZ, Part III, Line 31

Health Community Services supports Landscaping, Recycling, Walk and Roll to School, Red Ribbon Week and Water Filtration. Grants and allocations 0, Program service expenses 8,216

Form 990-EZ, Part III, Line 31

Student Enrichment supports Field Trips, student assemblies, and Bulletin Boards Through My Eyes Art Competition. Grants and allocations 0, Program service expenses 12,834

Form 990-EZ, Part III, Line 31

Ways Means supports Fundraising, Spiritwear and Yearbook. Grants and allocations 0, Program service expenses 0

Form 990-EZ, Part I, Line 16, Other Expenses

General and Administrative Expense 3,447

Form 990-EZ, Part I, Line 16, Other Expenses

Academic Enrichment 16,210

Form 990-EZ, Part I, Line 16, Other Expenses

Community Partnership Expense 14

Form 990-EZ, Part I, Line 16, Other Expenses

School Enrichment Expense 21,590

Form 990-EZ, Part I, Line 16, Other Expenses

Health and Community Services Expense 8,216

Form 990-EZ, Part I, Line 16, Other Expenses

Student Enrichment Expense 12,834

Form 990-EZ, Part I, Line 16, Other Expenses

Staff and Student Support Expense 14,991

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Family Events supports Basket Raffle, Bingo Night, Carnival, Pastries with Pals, Silent Auction, Spooky Stories, Father-Daughter Dance and Mother-Son Color Battle. Grants and allocations 0, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Health Community Services supports Landscaping, Recycling, Walk and Roll to School, Red Ribbon Week and Water Filtration. Grants and allocations 0, Program service expenses 8,216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Enrichment supports Field Trips, student assemblies, and Bulletin Boards Through My Eyes Art Competition. Grants and allocations 0, Program service expenses 12,834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Ways Means supports Fundraising, Spiritwear and Yearbook. Grants and allocations 0, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4General and Administrative Expense 3,447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Academic Enrichment 16,210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Community Partnership Expense 14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7School Enrichment Expense 21,590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Health and Community Services Expense 8,216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Student Enrichment Expense 12,834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Staff and Student Support Expense 14,991
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stacey McCord and Michelle Lucento
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CoPresidents
ReturnHeader/BusinessOfficerGrp/PhoneNum04702542960
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ocee Elementary Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0OCEE
ReturnHeader/Filer/EIN0823154200
ReturnHeader/Filer/PhoneNum04702542960
ReturnHeader/Filer/USAddress/AddressLine1Txt04375 Kimball Bridge Road
ReturnHeader/Filer/USAddress/CityNm0Alpharetta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030022
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerPersonGrp/PhoneNum07706678454
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Flagg
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-12-01T05:30:01-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Shinn
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

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