Civic Intelligence

Ptsa Michigan Congress of Parents Teachers and Students

990EZ • Fiscal year 2014 • EIN 01-0897604

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

2222 W Webster RoadRoyal Oak, MI 48073

(248) 376-7292

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

6th percentile

-64%

Faster asset growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

139%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$17,799

Down $31,223 (-64%) from 2013

Net Assets

Down

$17,799

Down $31,223 (-64%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$45,998

Up $26,731 (+139%) from 2013

Expenses

Up

$55,702

Up $53,563 (+2504%) from 2013

Net Income

Down

-$9,704

Down $26,832 (-157%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $31,894Liabilities 2012: $02012Assets 2013: $49,022Liabilities 2013: $0Net Assets 2013: $49,0222013Assets 2014: $17,799Liabilities 2014: $0Net Assets 2014: $17,7992014Assets 2015: $18,701Liabilities 2015: $0Net Assets 2015: $18,7012015Assets 2016: $22,321Liabilities 2016: $0Net Assets 2016: $22,3212016Assets 2017: $29,965Liabilities 2017: $0Net Assets 2017: $29,9652017Assets 2018: $40,174Liabilities 2018: $0Net Assets 2018: $40,1742018Assets 2019: $22,888Liabilities 2019: $0Net Assets 2019: $22,8882019Assets 2020: $47,482Liabilities 2020: $0Net Assets 2020: $47,4822020Assets 2024: $33,921Liabilities 2024: $0Net Assets 2024: $33,9212024Assets 2025: $25,515Net Assets 2025: $25,5152025

Highlighted filing

2014

Assets$17,799
Liabilities$0
Net Assets$17,799

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $30,195Expenses 2012: $1,499Net Income 2012: $28,6962012Revenue 2013: $19,267Expenses 2013: $2,139Net Income 2013: $17,1282013Revenue 2014: $45,998Expenses 2014: $55,702Net Income 2014: -$9,7042014Revenue 2015: $36,553Expenses 2015: $35,651Net Income 2015: $9022015Revenue 2016: $40,317Expenses 2016: $36,697Net Income 2016: $3,6202016Revenue 2017: $69,284Expenses 2017: $61,640Net Income 2017: $7,6442017Revenue 2018: $62,326Expenses 2018: $50,451Net Income 2018: $11,8752018Revenue 2019: $57,833Expenses 2019: $74,270Net Income 2019: -$16,4372019Revenue 2020: $42,947Expenses 2020: $18,358Net Income 2020: $24,5892020Revenue 2024: $63,324Expenses 2024: $67,546Net Income 2024: -$4,2222024Revenue 2025: $50,491Expenses 2025: $58,897Net Income 2025: -$8,4062025

Highlighted filing

2014

Revenue$45,998
Expenses$55,702
Net Income-$9,704
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$58,438
Mission and Program Overview

Mission

EDUCATION

Supplement what the school does and provide culture and educational experience as well as provide financial assitance to families.

Program Services

DescriptionGrantsExpenses
CULTURAL ARTS - EDUCATIONAL ASSEMBLIES FOR ALL STUDENTS-$31,022
SCHOLASTIC BOOK FAIR-$11,702
FAMILY FUN FAIR - CELEBRATION OF ALL SCHOOL FAMILIES-$6,374
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERI SHAFERVice PresidePT$0--
DAWN DREWVice PresidePT$0--
JEFF BRICKERVice PresidePT$0--
RIKKE SOTOMAYORSecretaryPT$0--
KATIE WOODFORDTreasurerPT$0--
LEAH BARNETTMember At LaPT$0--
KIRSTEN THOMASMember At LaPT$0--
JENNI TRACYPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$31,399$31,399$12,440$18,959
Total Events$31,399$31,399$12,440$18,959
Filing and Contact Details

Filer

EIN
01-0897604
Phone
2483767292

Signing Officer

Name
Jenni Tracy
Title
President
Phone
2483767292
Signed
2014-11-10
Discuss with paid preparer
Yes

Preparer

Preparer
Diane R Harbour
Phone
2483997331
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses family fun fair expenses 4,202 cultural arts - expenses 17,797 scholastic book fair exp 11,702 website 39 miscellaneous supplies 5,746 equipment 915 office supplies 4,617 gifts for staff 252 software for classrooms 5,243 staff appreciation 571 stationery 449 office supplies 691 insurance 265 total 52,489

Form 990-ez, Part I, Line 20

Prior year adjustment -21,519

Form 990-ez, Part III

Supplement what the school does and provide culture and educational experience as well as provide financial assitance to families.

Raw XML Appendix163 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0TERI SHAFER
CompensationExplanation/CompensationExplanationGrp/PersonNm1DAWN DREW
CompensationExplanation/CompensationExplanationGrp/PersonNm2JEFF BRICKER
CompensationExplanation/CompensationExplanationGrp/PersonNm3RIKKE SOTOMAYOR
CompensationExplanation/CompensationExplanationGrp/PersonNm4KATIE WOODFORD
CompensationExplanation/CompensationExplanationGrp/PersonNm5LEAH BARNETT
CompensationExplanation/CompensationExplanationGrp/PersonNm6KIRSTEN THOMAS
CompensationExplanation/CompensationExplanationGrp/PersonNm7JENNI TRACY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KATIE WOODFORD
IRS990EZ/BooksInCareOfDetail/PhoneNum02485491583
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102624 W WEBSTER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0ROYAL OAK
IRS990EZ/BooksInCareOfDetail/USAddress/State0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode048073
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049022
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017799
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08373
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9704
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02622
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049022
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017799
IRS990EZ/FundraisingGrossIncomeAmt031399
IRS990EZ/GrossReceiptsAmt058438
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049022
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017799
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049022
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017799
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERI SHAFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAWN DREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF BRICKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RIKKE SOTOMAYOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATIE WOODFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LEAH BARNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KIRSTEN THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNI TRACY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-21519
IRS990EZ/OtherExpensesTotalAmt052489
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPLEMENT WHAT THE SCHOOL DOES AND PROVIDE CULTURE AND EDUCATIONAL EXPERIENCE AS WELL AS PROVIDE FINANCIAL ASSITANCE TO FAMILIES.
IRS990EZ/PrintingPublicationsPostageAmt0591
IRS990EZ/ProgramServiceRevenueAmt018666
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FAMILY FUN FAIR - CELEBRATION OF ALL SCHOOL FAMILIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CULTURAL ARTS - EDUCATIONAL ASSEMBLIES FOR ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOLASTIC BOOK FAIR
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06374
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt131022
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211702
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012440
IRS990EZ/SpecialEventsNetIncomeLossAmt018959
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055702
IRS990EZ/TotalProgramServiceExpensesAmt049098
IRS990EZ/TotalRevenueAmt045998
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0123456789
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc011
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt055702
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ADDAMS ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine20ADDAMS ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt055702
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031399
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031399
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031399
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031399
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018959
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012440
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FAMILY FUN FAIR EXPENSES 4,202 CULTURAL ARTS - EXPENSES 17,797 SCHOLASTIC BOOK FAIR EXP 11,702 WEBSITE 39 MISCELLANEOUS SUPPLIES 5,746 EQUIPMENT 915 OFFICE SUPPLIES 4,617 GIFTS FOR STAFF 252 SOFTWARE FOR CLASSROOMS 5,243 STAFF APPRECIATION 571 STATIONERY 449 OFFICE SUPPLIES 691 INSURANCE 265 TOTAL 52,489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR YEAR ADJUSTMENT -21,519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLEMENT WHAT THE SCHOOL DOES AND PROVIDE CULTURE AND EDUCATIONAL EXPERIENCE AS WELL AS PROVIDE FINANCIAL ASSITANCE TO FAMILIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNI TRACY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02483767292
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10ADDAMS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0ADDA
ReturnHeader/Filer/EIN0010897604
ReturnHeader/Filer/PhoneNum02483767292
ReturnHeader/Filer/USAddress/AddressLine102222 W WEBSTER ROAD
ReturnHeader/Filer/USAddress/City0ROYAL OAK
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode048073
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203907842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HARBOUR TAX & ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101220 E ELEVEN MILE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ROYAL OAK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0480672050
ReturnHeader/PreparerPersonGrp/PhoneNum02483997331
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANE R HARBOUR
ReturnHeader/ReturnTs02014-11-13T15:51:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings