Civic Intelligence

Georgia Okeeffe Elementary School PTA

990EZ • Fiscal year 2017 • EIN 85-0375804

Jul 01, 2016 to Jun 30, 2017 • Filed on May 18, 2018

17701 San Victorio Ave NEAlbuquerque, NM 87111

(505) 293-4259

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

84th percentile

47%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$28,939

Up $9,304 (+47%) from 2016

Net Assets

Up

$28,939

Up $9,304 (+47%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$57,141

Up $9,579 (+20%) from 2016

Expenses

Down

$47,837

Down $4,155 (-8.0%) from 2016

Net Income

Up

$9,304

Up $13,734 (+310%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $11,699Liabilities 2011: $02011Assets 2012: $14,722Liabilities 2012: $02012Assets 2013: $24,260Liabilities 2013: $02013Assets 2014: $32,344Liabilities 2014: $02014Assets 2015: $24,065Net Assets 2015: $24,0652015Assets 2016: $19,635Net Assets 2016: $19,6352016Assets 2017: $28,939Net Assets 2017: $28,9392017Assets 2018: $52,561Net Assets 2018: $52,5612018Assets 2019: $20,387Net Assets 2019: $20,3872019Assets 2020: $56,579Liabilities 2020: $0Net Assets 2020: $56,5792020Assets 2021: $57,099Liabilities 2021: $0Net Assets 2021: $57,0992021Assets 2022: $46,597Liabilities 2022: $0Net Assets 2022: $46,5972022Assets 2025: $30,721Net Assets 2025: $30,7212025

Highlighted filing

2017

Assets$28,939
Liabilities-
Net Assets$28,939

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $68,221Expenses 2011: $77,834Net Income 2011: -$9,6132011Revenue 2012: $60,942Expenses 2012: $57,919Net Income 2012: $3,0232012Revenue 2013: $31,782Expenses 2013: $22,244Net Income 2013: $9,5382013Revenue 2014: $34,461Expenses 2014: $26,377Net Income 2014: $8,0842014Revenue 2015: $25,402Expenses 2015: $33,682Net Income 2015: -$8,2802015Revenue 2016: $47,562Expenses 2016: $51,992Net Income 2016: -$4,4302016Revenue 2017: $57,141Expenses 2017: $47,837Net Income 2017: $9,3042017Revenue 2018: $77,973Expenses 2018: $54,351Net Income 2018: $23,6222018Revenue 2019: $68,918Expenses 2019: $101,092Net Income 2019: -$32,1742019Revenue 2020: $64,266Expenses 2020: $28,074Net Income 2020: $36,1922020Revenue 2021: $18,108Expenses 2021: $17,588Net Income 2021: $5202021Revenue 2022: $34,186Expenses 2022: $44,688Net Income 2022: -$10,5022022Revenue 2025: $52,178Expenses 2025: $69,403Net Income 2025: -$17,2252025

Highlighted filing

2017

Revenue$57,141
Expenses$47,837
Net Income$9,304
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 18, 2018
Return Version
2016v3.0
Gross Receipts
$57,141
Mission and Program Overview

Mission

Support Public Elementary School

Program Services

DescriptionGrantsExpenses
0-$27,355
EDUCATIONAL SUPPORT-$8,781
FIELD TRIP BUSES-$7,500
GREEN TEAM-$4,200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COURTNEY JACKSONPresidentPT$0--
LEYLA TRUJILLOVice-PresidentPT$0--
MEGAN LINDSTROMTreasurerPT$0--
JENNIFER MCGRATHSecretaryPT$0--
SARAH RAMOSVice PresidentPT$0--
MARIN CHASTAINVice-PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Georgia O'Keefe Elementary School PTA
EIN
85-0375804
Phone
5052934259
Address
17701 San Victorio Ave NE, Albuquerque, NM 87111

Signing Officer

Name
Courtney Jackson
Title
President
Phone
5052934259
Signed
2018-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Roberta Orbach CPA
Address
5756 Manzanillo Lp NE, Albuquerque, NM 87111
Preparer
Roberta Orbach
Phone
5058002795
Supplemental Narrative

Additional Explanations

Other

Part 1 990 EZ. See supplemental schedule at end of return for details.

Form 990EZ, Part I, Line 16

5th Grade Party 702.

Form 990EZ, Part I, Line 16

Educational Support 8781.

Form 990EZ, Part I, Line 16

Family Events Expense 1788.

Form 990EZ, Part I, Line 16

Field Day 445.

Form 990EZ, Part I, Line 16

Field Trip Busses 7500.

Form 990EZ, Part I, Line 16

Fine Arts Expense 600.

Form 990EZ, Part I, Line 16

Garden Club Expense 30.

Form 990EZ, Part I, Line 16

Grade Level Funding 1060.

Form 990EZ, Part I, Line 16

PTA Membership Expense 1150.

Form 990EZ, Part I, Line 16

PTA Operating 830.

Form 990EZ, Part I, Line 16

Ram Recognition - Red Ribbon Week 3214.

Form 990EZ, Part I, Line 16

Scholarships 0.

Form 990EZ, Part I, Line 16

Teacher Allotments 6755.

Form 990EZ, Part I, Line 16

Teacher Appreciation 1943.

Form 990EZ, Part I, Line 16

Spring Raffle 1340.

Form 990EZ, Part I, Line 16

Spirit Apparel 1692.

Form 990EZ, Part I, Line 16

Green Team 4200.

Form 990EZ, Part I, Line 16

Yearbook 5807.

Raw XML Appendix191 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/PersonNm0MEGAN LINDSTROM
IRS990EZ/BooksInCareOfDetail/PhoneNum05052934259
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017701 San Victorio Ave NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Albuquerque
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd087111
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019635
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028939
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt052771
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09304
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019635
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028939
IRS990EZ/FundraisingGrossIncomeAmt01626
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt057141
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02744
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019635
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028939
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019635
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028939
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COURTNEY JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEYLA TRUJILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN LINDSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER MCGRATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH RAMOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARIN CHASTAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice-President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt047837
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Public Elementary School
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GREEN TEAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FIELD TRIP BUSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08781
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt327355
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt01626
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NM
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047837
IRS990EZ/TotalProgramServiceExpensesAmt047836
IRS990EZ/TotalRevenueAmt057141
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0207118
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0207118
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047886
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035849
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034461
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt031782
IRS990ScheduleA/Total509Grp/TotalAmt0207118
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0207118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1 990 EZ. See supplemental schedule at end of return for details.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15th Grade Party 702.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Educational Support 8781.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Family Events Expense 1788.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Field Day 445.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Field Trip Busses 7500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Fine Arts Expense 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Garden Club Expense 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Grade Level Funding 1060.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PTA Membership Expense 1150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PTA Operating 830.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Ram Recognition - Red Ribbon Week 3214.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Scholarships 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Teacher Allotments 6755.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Teacher Appreciation 1943.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Spring Raffle 1340.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Spirit Apparel 1692.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Green Team 4200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Yearbook 5807.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COURTNEY JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05052934259
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Georgia O'Keefe Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0850375804
ReturnHeader/Filer/PhoneNum05052934259
ReturnHeader/Filer/USAddress/AddressLine1Txt017701 San Victorio Ave NE
ReturnHeader/Filer/USAddress/CityNm0Albuquerque
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087111
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F1DE280171C881057D835943CA0A8735D0877D60
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F1DE280171C881057D835943CA0A8735D0877D60
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.161.151.222
ReturnHeader/FilingSecurityInformation/IPDt02018-06-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:46:42
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Roberta Orbach CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05756 Manzanillo Lp NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albuquerque
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087111
ReturnHeader/PreparerPersonGrp/PhoneNum05058002795
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERTA ORBACH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-06-12T09:46:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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