Civic Intelligence

Bixby West Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2021 • EIN 84-3845368

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 14, 2021

Organization Profile
14901 S Harvard Ave EBixby, OK 74008

(918) 366-1762

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

51st percentile

9.0%

Higher net margin than 51% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

66th percentile

21%

Faster asset growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

120%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$21,590

Up $3,750 (+21%) from 2020

Net Assets

Up

$21,590

Up $3,750 (+21%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin51st percentile

Revenue

Up

$41,454

Up $22,614 (+120%) from 2020

Expenses

Up

$37,704

Up $36,704 (+3670%) from 2020

Net Income

Down

$3,750

Down $14,090 (-79%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$40K$30K$20K$10K$0Assets 2020: $17,840Liabilities 2020: $0Net Assets 2020: $17,8402020Assets 2021: $21,590Liabilities 2021: $0Net Assets 2021: $21,5902021Assets 2022: $29,333Liabilities 2022: $0Net Assets 2022: $29,3332022Assets 2023: $35,003Liabilities 2023: $0Net Assets 2023: $35,0032023Assets 2024: $25,630Liabilities 2024: $0Net Assets 2024: $25,6302024Assets 2025: $25,212Liabilities 2025: $0Net Assets 2025: $25,2122025

Highlighted filing

2021

Assets$21,590
Liabilities$0
Net Assets$21,590
Open 2021 Filing

Operations Trend

Revenue Growth87th percentile

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

$100K$50K$0-$50KRevenue 2020: $18,840Expenses 2020: $1,000Net Income 2020: $17,8402020Revenue 2021: $41,454Expenses 2021: $37,704Net Income 2021: $3,7502021Revenue 2022: $67,639Expenses 2022: $59,896Net Income 2022: $7,7432022Revenue 2023: $87,681Expenses 2023: $82,011Net Income 2023: $5,6702023Revenue 2024: $89,002Expenses 2024: $98,375Net Income 2024: -$9,3732024Revenue 2025: $66,638Expenses 2025: $67,056Net Income 2025: -$4182025

Highlighted filing

2021

Revenue$41,454
Expenses$37,704
Net Income$3,750
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 14, 2021
Return Version
2020v4.1
Gross Receipts
$53,452
Mission and Program Overview

Mission

To promote educational welfare of childr

Program Services

DescriptionGrantsExpenses
SCHOOL GRANTS TO BENEFIT STUDENTS AT NORTH ELEMENTARY SCHOOL.-$21,305
SCHOOL ALLOCATIONS, TEACHER PROPOSALS. GRANTS ARE AWARDED BASED ON NEED AND BENEFIT TO ALL CHILDREN.-$5,459
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELSEY ROBBINSSecretaryPT$0--
LINDSEY VANDERMEERVice PresidentPT$0--
LISA MCLARTYTreasurerPT$0--
JENNY KIRKLANDPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Grooveathon$26,323$26,323$1,365$24,958
Total Events$26,323$26,323$1,365$24,958
Filing and Contact Details

Filer

Filer Name
Bixby West Elementary Pto Inc
EIN
84-3845368
Address
14901 S HARVARD AVE E, BIXBY, OK 74008

Signing Officer

Name
Lisa Mclarty
Title
Treasurer
Phone
9183661762
Signed
2021-10-14
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 amountbox tops 257spirit nights 1,387”

Description of other expenses Part I line 16

“Description amountinsurance 525supplies 3,917hospitality 2,682teacher allocations 5,459teacher grants 21,305celebrations 1,753teacher appreciation week 1,515stem 107misc 49”

Raw XML Appendix159 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/PersonNm0LISA MCLARTY
IRS990EZ/BooksInCareOfDetail/PhoneNum09183661762
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014901 S HARVARD AVE E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIXBY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017840
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021590
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06875
IRS990EZ/CostOfGoodsSoldAmt010633
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03750
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0201
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017840
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021590
IRS990EZ/FundraisingGrossIncomeAmt026323
IRS990EZ/GrossProfitLossSlsOfInvntryAmt06599
IRS990EZ/GrossReceiptsAmt053452
IRS990EZ/GrossSalesOfInventoryAmt017232
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01378
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017840
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021590
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017840
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021590
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELSEY ROBBINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDSEY VANDERMEER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA MCLARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNY KIRKLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt037312
IRS990EZ/OtherRevenueTotalAmt01644
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EDUCATIONAL WELFARE OF CHILDR
IRS990EZ/PrintingPublicationsPostageAmt0191
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/ProgramServiceExpensesAmt05459
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121305
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01365
IRS990EZ/SpecialEventsNetIncomeLossAmt024958
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037704
IRS990EZ/TotalProgramServiceExpensesAmt026764
IRS990EZ/TotalRevenueAmt041454
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025715
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt026323
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt026323
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt020254
IRS990ScheduleA/OtherIncome509Grp/TotalAmt020254
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt052038
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033198
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018840
IRS990ScheduleA/Total509Grp/TotalAmt052038
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018840
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt072292
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01365
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GROOVEATHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026323
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026323
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026323
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026323
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024958
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01365
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBOX TOPS 257SPIRIT NIGHTS 1,387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 525SUPPLIES 3,917HOSPITALITY 2,682TEACHER ALLOCATIONS 5,459TEACHER GRANTS 21,305CELEBRATIONS 1,753TEACHER APPRECIATION WEEK 1,515STEM 107MISC 49
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA MCLARTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09183661762
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIXBY WEST ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0BIXB
ReturnHeader/Filer/EIN0843845368
ReturnHeader/Filer/USAddress/AddressLine1Txt014901 S HARVARD AVE E
ReturnHeader/Filer/USAddress/CityNm0BIXBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074008
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/PreparationDt02021-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Kemper CPA
ReturnHeader/ReturnTs02021-10-14T09:20:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCLARTY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,590
Liabilities
$0
Net assets
$21,590
Revenue
$41,454
Expenses
$37,704
Net income
$3,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$66.6$67.1$0.42
2024Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$89.0$98.4$9.37
2023Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$87.7$82.0$5.67
2022Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$67.6$59.9$7.74
2021Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$41.5$37.7$3.75
2020Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$18.8$1.00$17.8