Civic Intelligence

Georgia Okeeffe Elementary School PTA

990EZ • Fiscal year 2019 • EIN 85-0375804

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 12, 2019

11701 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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

9th percentile

-47%

Higher net margin than 9% 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

7th percentile

-61%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

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

Assets

Down

$20,387

Down $32,174 (-61%) from 2018

Net Assets

Down

$20,387

Down $32,174 (-61%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$68,918

Down $9,055 (-12%) from 2018

Expenses

Up

$101,092

Up $46,741 (+86%) from 2018

Net Income

Down

-$32,174

Down $55,796 (-236%) from 2018

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

2019

Assets$20,387
Liabilities-
Net Assets$20,387

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

2019

Revenue$68,918
Expenses$101,092
Net Income-$32,174
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 12, 2019
Return Version
2018v3.1
Gross Receipts
$68,918
Mission and Program Overview

Mission

Support Public Elementary School

Program Services

DescriptionGrantsExpenses
0$0$69,703
Educational Support$0$23,608
Yearbooks$0$5,741
Field Trip Buses$0$2,039
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Courtney JacksonPresidentPT$0--
Leyla TrujilloVice-PresidentPT$0--
Allison StevensTreasurerPT$0--
Jennifer McGrathSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Georgia O'Keefe Elementary School PTA
EIN
85-0375804
Phone
5052934259
Address
11701 San Victorio Ave NE, Albuquerque, NM 87111

Signing Officer

Name
Courtney Jackson
Title
President
Phone
5052934259
Signed
2019-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Roberta Orbach CPA
Address
5756 Manzanillo Lp NE, Albuquerque, NM 87111
Preparer
Roberta Orbach CPA
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 1476.

Form 990EZ, Part I, Line 16

After School Enrichment 4694.

Form 990EZ, Part I, Line 16

All Pro Dads 50.

Form 990EZ, Part I, Line 16

Ice Cream Social 147.

Form 990EZ, Part I, Line 16

Abq Aloft 1012.

Form 990EZ, Part I, Line 16

Educational Support 4670.

Form 990EZ, Part I, Line 16

Curriculum Materials 4803.

Form 990EZ, Part I, Line 16

MakerSpace 4677.

Form 990EZ, Part I, Line 16

Technology Improvements 1150.

Form 990EZ, Part I, Line 16

Misc 8308.

Form 990EZ, Part I, Line 16

Field Trip Busses 2039.

Form 990EZ, Part I, Line 16

Fine Arts 600.

Form 990EZ, Part I, Line 16

Geo Bee/Spelling Bee 617.

Form 990EZ, Part I, Line 16

Insurance/Bonding 275.

Form 990EZ, Part I, Line 16

PE karate camp 1464.

Form 990EZ, Part I, Line 16

PTA Membership 924.

Form 990EZ, Part I, Line 16

PTA Operating 593.

Form 990EZ, Part I, Line 16

Ram Recognition 1349.

Form 990EZ, Part I, Line 16

Red Ribbon Week 180.

Form 990EZ, Part I, Line 16

Technology EA Salary Contribution 40000.

Form 990EZ, Part I, Line 16

Teacher Allotments 6278.

Form 990EZ, Part I, Line 16

Teacher Appreciation 1687.

Form 990EZ, Part I, Line 16

Ram Wear/Spirit Apparel 5381.

Form 990EZ, Part I, Line 16

Spring Fling 2456.

Form 990EZ, Part I, Line 16

Yearbooks 5741.

Form 990EZ, Part I, Line 16

Rounding 1.

Raw XML Appendix217 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Albuquerque
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Courtney Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leyla Trujillo
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer McGrath
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0100572
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0Support Public Elementary School
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt369703
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NM
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt068918
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt068918
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt077973
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0287766
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068918
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047886
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt035849
IRS990ScheduleA/Total509Grp/TotalAmt0287766
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0287766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1 990 EZ. See supplemental schedule at end of return for details.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15th Grade Party 1476.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2After School Enrichment 4694.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All Pro Dads 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Ice Cream Social 147.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Abq Aloft 1012.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Educational Support 4670.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Curriculum Materials 4803.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MakerSpace 4677.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Technology Improvements 1150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Misc 8308.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Field Trip Busses 2039.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Fine Arts 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Geo Bee/Spelling Bee 617.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Insurance/Bonding 275.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PE karate camp 1464.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PTA Membership 924.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PTA Operating 593.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Ram Recognition 1349.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Red Ribbon Week 180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Technology EA Salary Contribution 40000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Teacher Allotments 6278.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Teacher Appreciation 1687.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Ram Wear/Spirit Apparel 5381.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Spring Fling 2456.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Yearbooks 5741.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Rounding 1.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Courtney Jackson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05052934259
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Georgia O'Keefe Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0850375804
ReturnHeader/Filer/PhoneNum05052934259
ReturnHeader/Filer/USAddress/AddressLine1Txt011701 San Victorio Ave NE
ReturnHeader/Filer/USAddress/CityNm0Albuquerque
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087111
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.161.66.247
ReturnHeader/FilingSecurityInformation/IPDt02019-09-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm019:56:08
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 CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-09-24T19:56:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits