Civic Intelligence

Georgia Okeeffe Elementary School PTA

990EZ • Fiscal year 2022 • EIN 85-0375804

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 28, 2022

Organization Profilegokpta.com
11701 San Victorio Ave NEAlbuquerque, NM 87111

(703) 463-6209

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

14th percentile

-31%

Higher net margin than 14% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

23rd percentile

-18%

Faster asset growth than 23% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

82nd percentile

89%

Faster revenue growth than 82% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$46,597

Down $10,502 (-18%) from 2021

Net Assets

Down

$46,597

Down $10,502 (-18%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin14th percentile

Revenue

Up

$34,186

Up $16,078 (+89%) from 2021

Expenses

Up

$44,688

Up $27,100 (+154%) from 2021

Net Income

Down

-$10,502

Down $11,022 (-2120%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

2022

Assets$46,597
Liabilities$0
Net Assets$46,597
Open 2022 Filing

Operations Trend

Revenue Growth82nd percentile

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

2022

Revenue$34,186
Expenses$44,688
Net Income-$10,502
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 28, 2022
Return Version
2021v4.2
Gross Receipts
$35,670
Mission and Program Overview

Mission

Support Public Elementary School

See Schedule O

Program Services

DescriptionGrantsExpenses
Educational Support-$24,396
Community Relations-$10,907
Teacher Support-$7,437
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea HumphreyPresidentPT$0--
Mitchell EarlsTreasurerPT$0--
Pari ShimoyamaVice PresidentPT$0--
Sarah KuhlmanSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Georgia OKeeffe Elementary School PTA
EIN
85-0375804
Address
11701 SAN VICTORIO AVE NE, Albuquerque, NM 87111

Signing Officer

Name
Kelly Mitchell
Title
President
Phone
7034636209
Signed
2022-11-28
Discuss with paid preparer
Yes

Preparer

Firm
Cross State Tax & Financial LLC
Address
8421 Osuna Road NE - Suite C, Albuquerque, NM 87111
Preparer
Jakeline Claridge
Phone
5052372360
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description Amount5th Grade Party 3,123Community Events 203Miscellaneous 557STEM Student Planner 387Technology Improvements 7,960Cafeteria Projector 6,885Field Day 708Fine Arts (NMYA performance) 180GEO Bee & Spelling Bee Registration 239Insurance & Bonding 275Leader in Me 300PE Karate camp 2,399PTA membership 295PTA Operating 1,377Ram Recognition 1,066Red Ribbon week 123Spring Fling 2,567Teacher Appreciation 1,789Grade Level Funding 8,607Teacher Allotment 5,648”

Part III response or note to any other line in Part III

“Organizations exempt purpose:Support Georgia OKeeffe Elementary School:A. To promote the welfare of children and youth in home, school, places of worship, and throughout the communityB. To raise the standards of home lifeC. To advocate for laws that further the education, physical and mental health, welfare, and safety of children and youthD. To promote the collaboration and engagement of families and educators in the education of children and youth”

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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/ExplanationTxt1Organizations exempt purpose:Support Georgia OKeeffe Elementary School:A. To promote the welfare of children and youth in home, school, places of worship, and throughout the communityB. To raise the standards of home lifeC. To advocate for laws that further the education, physical and mental health, welfare, and safety of children and youthD. To promote the collaboration and engagement of families and educators in the education of children and youth
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,597
Liabilities
$0
Net assets
$46,597
Revenue
$34,186
Expenses
$44,688
Net income
-$10,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.52$0.69$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.34$0.45$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.18$0.18$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.64$0.28$0.36
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.69$1.01$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.78$0.54$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.57$0.48$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.48$0.52$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.25$0.34$0.08
2014Summary only. Only limited summary data is available for this year.$0.32$0.00$0.34$0.26$0.08
2013Summary only. Only limited summary data is available for this year.$0.24$0.00$0.32$0.22$0.10
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.61$0.58$0.03
2011Summary only. Only limited summary data is available for this year.$0.12$0.00$0.68$0.78$0.10