Civic Intelligence

Level Creek Elementary PTA

990EZ • Fiscal year 2024 • EIN 20-1042054

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 06, 2024

4488 Tench RoadSuwanee, GA 30024

(770) 904-7950

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

15th percentile

-29%

Higher net margin than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

14th percentile

-39%

Faster asset growth than 14% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

-2.7%

Faster revenue growth than 42% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$62,216

Down $40,086 (-39%) from 2023

Net Assets

Down

$62,216

Down $40,086 (-39%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$113,049

Down $3,148 (-2.7%) from 2023

Expenses

Up

$145,908

Up $10,439 (+7.7%) from 2023

Net Income

Down

-$32,859

Down $13,587 (-71%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $13,260Liabilities 2011: $02011Assets 2012: $34,427Liabilities 2012: $02012Assets 2013: $35,800Liabilities 2013: $02013Assets 2014: $49,475Liabilities 2014: $02014Assets 2015: $36,931Liabilities 2015: $02015Assets 2016: $33,479Liabilities 2016: $02016Assets 2017: $30,826Liabilities 2017: $02017Assets 2018: $26,807Liabilities 2018: $02018Assets 2019: $18,608Liabilities 2019: $02019Assets 2020: $58,983Liabilities 2020: $02020Assets 2021: $58,739Liabilities 2021: $02021Assets 2022: $121,574Liabilities 2022: $0Net Assets 2022: $121,5742022Assets 2023: $102,302Net Assets 2023: $102,3022023Assets 2024: $62,216Liabilities 2024: $0Net Assets 2024: $62,2162024Assets 2025: $91,327Liabilities 2025: $49,813Net Assets 2025: $41,5142025

Highlighted filing

2024

Assets$62,216
Liabilities$0
Net Assets$62,216

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $87,598Expenses 2011: $84,585Net Income 2011: $3,0132011Revenue 2012: $78,285Expenses 2012: $57,118Net Income 2012: $21,1672012Revenue 2013: $81,767Expenses 2013: $80,394Net Income 2013: $1,3732013Revenue 2014: $82,790Expenses 2014: $69,115Net Income 2014: $13,6752014Revenue 2015: $72,563Expenses 2015: $85,107Net Income 2015: -$12,5442015Revenue 2016: $79,248Expenses 2016: $82,700Net Income 2016: -$3,4522016Revenue 2017: $84,798Expenses 2017: $87,451Net Income 2017: -$2,6532017Revenue 2018: $81,297Expenses 2018: $85,316Net Income 2018: -$4,0192018Revenue 2019: $86,579Expenses 2019: $94,778Net Income 2019: -$8,1992019Revenue 2020: $135,835Expenses 2020: $95,460Net Income 2020: $40,3752020Revenue 2021: $31,785Expenses 2021: $32,029Net Income 2021: -$2442021Revenue 2022: $132,777Expenses 2022: $69,942Net Income 2022: $62,8352022Revenue 2023: $116,197Expenses 2023: $135,469Net Income 2023: -$19,2722023Revenue 2024: $113,049Expenses 2024: $145,908Net Income 2024: -$32,8592024Revenue 2025: $114,922Expenses 2025: $135,624Net Income 2025: -$20,7022025

Highlighted filing

2024

Revenue$113,049
Expenses$145,908
Net Income-$32,859
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 6, 2024
Return Version
2023v5.1
Gross Receipts
$149,046
Mission and Program Overview

Mission

See O Schedule for summary

Program Services

DescriptionGrantsExpenses
Campus Enrichment project- Media Cener Overhaul phase I including new shelves, flooring shelving, circulation desk, mobile browser, and soft seating.-$53,957
Appreciation: faculty, support and volunteer, Teacher dinners. Recognizing the 63 teachers plus support staff.-$17,287
Support funding for approx 209 5th grade students, academic competitionsuch as Spelling Bee, Special Events, Science Fair, and Reflections.-$16,069
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jaime JacobsPresidentPT$0--
Jessica CalvertVice PresidentPT$0--
Kimberly CanonPresidentPT$0--
Jennifer OkudaVice PresidentPT$0--
Rebecca CattertonVice PresidentPT$0--
Shellie EdgeSecretaryPT$0--
Melanie HunsakerTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fund$76,590$76,590$13,147$63,443
Carnival$14,939$14,939$9,135$5,804
Total Events$91,529$91,529$22,282$69,247
Filing and Contact Details

Filer

Filer Name
Level Creek Elementary PTA
EIN
20-1042054
Address
4488 Tench Road, Suwanee, GA 30024

Signing Officer

Name
Kimberly Canon
Title
Treasurer
Phone
7709047950
Signed
2024-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Marlin Tax Consulting LLC
Address
1377 Williamsburg Lane, Norcross, GA 30093
Preparer
Mary K Coughlin EA NTPI CAA
Phone
4043956484
Supplemental Narrative

Additional Explanations

General explanation attachment

Part III : Statement of Program Service- What is the Organizations primary exempt purpose:The Organizations primary exempt purposes is to promote the welfare of children and youth in home, school, places of worship, and throughout the community. To raise the standards of home life, to advocate for laws that furthur education, physical and mental health, welfare, and safety of children and youth. To promote the collaboration and engagement of families and educators in the education of children and youth; to advocate for fiscal responsibility regarding public tax dollars in public education funding. 2. Part V: Other InformationAll revenue reported on Form 990-EZ Part 1 lines 1-8 is not considered unrelated business income. The funds were received and expended while carrying out the PTAs sole exempt purpose of promoting the welfare and education of children and youth in home, school, community and place of worship. See Part III (above).

Description of other revenue Part I line 8

Description AmountSquare 1 Art 2,344Special Events 1,712

List of grants and similar amounts paid Part I line 10

Activity Teacher Grants Grantee Level Creek ES Teachers Street 4488 Tench Rd City, State, Zip Suwanee, GA 30024Amount 7,901Activity Fall Fundraiser Teacher Grants Grantee Level Creek ES Teachers Street 4488 Tench Rd City, State, Zip Suwanee, GA 30024Amount 10,049

Description of other expenses Part I line 16

Description AmountBank Error 1HomeTrust Bank 143Website 5635th Grade Expenses 12,575All Pro Dads 2,732Appreciation - Faculty and Staff 11,429Appreciation - Staff Support 2,803Appreciation - Volunteer 451Arts In Education 4,885Book Fair 447Childrens Original Art Tile Wall 4,148Classroom Teacher Dinners 2,604Environmental Committee 1,915Heritage Night 2,085Kindness Committee 387Multicultural Committee 825Reflections 202Science Fair 109Special Events 2,901Spelling Bee 282PTA General 1,123PTA Insurance 330PTA Member Fees 992PTA Membership General Incentives 1,002PTA Membership Spirit Wear Coupons 1,760PTA State and County Fees 280Campus and Classroom Enrichment 71,885Fees Adjustment (1,797)

Description of other assets Part II line 24

PTA Beginning balance July 01, 2023 should be $101395 and June 30 2023 net assets adjustment to Beginning Balance has to be made. $907 liability will adjust the beginning balance correctly.

Description of total liabilities Part II line 26

Category Beginning of Year End of YearAudit BB adjustment 907 0Stripe/MH Processing fees 6,320 0

Raw XML Appendix206 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/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part III : Statement of Program Service- What is the Organizations primary exempt purpose:The Organizations primary exempt purposes is to promote the welfare of children and youth in home, school, places of worship, and throughout the community. To raise the standards of home life, to advocate for laws that furthur education, physical and mental health, welfare, and safety of children and youth. To promote the collaboration and engagement of families and educators in the education of children and youth; to advocate for fiscal responsibility regarding public tax dollars in public education funding. 2. Part V: Other InformationAll revenue reported on Form 990-EZ Part 1 lines 1-8 is not considered unrelated business income. The funds were received and expended while carrying out the PTAs sole exempt purpose of promoting the welfare and education of children and youth in home, school, community and place of worship. See Part III (above).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountSquare 1 Art 2,344Special Events 1,712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Teacher Grants Grantee Level Creek ES Teachers Street 4488 Tench Rd City, State, Zip Suwanee, GA 30024Amount 7,901Activity Fall Fundraiser Teacher Grants Grantee Level Creek ES Teachers Street 4488 Tench Rd City, State, Zip Suwanee, GA 30024Amount 10,049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountBank Error 1HomeTrust Bank 143Website 5635th Grade Expenses 12,575All Pro Dads 2,732Appreciation - Faculty and Staff 11,429Appreciation - Staff Support 2,803Appreciation - Volunteer 451Arts In Education 4,885Book Fair 447Childrens Original Art Tile Wall 4,148Classroom Teacher Dinners 2,604Environmental Committee 1,915Heritage Night 2,085Kindness Committee 387Multicultural Committee 825Reflections 202Science Fair 109Special Events 2,901Spelling Bee 282PTA General 1,123PTA Insurance 330PTA Member Fees 992PTA Membership General Incentives 1,002PTA Membership Spirit Wear Coupons 1,760PTA State and County Fees 280Campus and Classroom Enrichment 71,885Fees Adjustment (1,797)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA Beginning balance July 01, 2023 should be $101395 and June 30 2023 net assets adjustment to Beginning Balance has to be made. $907 liability will adjust the beginning balance correctly.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Category Beginning of Year End of YearAudit BB adjustment 907 0Stripe/MH Processing fees 6,320 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Description of total liabilities Part II line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07709047950
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Level Creek Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0LEVE
ReturnHeader/Filer/EIN0201042054
ReturnHeader/Filer/USAddress/AddressLine1Txt04488 Tench Road
ReturnHeader/Filer/USAddress/CityNm0Suwanee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030024
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453760907
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marlin Tax Consulting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01377 Williamsburg Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norcross
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030093
ReturnHeader/PreparerPersonGrp/PhoneNum04043956484
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary K Coughlin EA NTPI CAA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-06T19:37:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.91$0.50$0.42$1.15$1.36$0.21
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.13$1.46$0.33
2023Detailed filing. Detailed filing data is available for this year.$1.02$1.02$1.16$1.35$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$1.33$0.70$0.63
2021Summary only. Only limited summary data is available for this year.$0.59$0.00$0.32$0.32$0.00
2020Summary only. Only limited summary data is available for this year.$0.59$0.00$1.36$0.95$0.40
2019Summary only. Only limited summary data is available for this year.$0.19$0.00$0.87$0.95$0.08
2018Summary only. Only limited summary data is available for this year.$0.27$0.00$0.81$0.85$0.04
2017Summary only. Only limited summary data is available for this year.$0.31$0.00$0.85$0.87$0.03
2016Summary only. Only limited summary data is available for this year.$0.33$0.00$0.79$0.83$0.03
2015Summary only. Only limited summary data is available for this year.$0.37$0.00$0.73$0.85$0.13
2014Summary only. Only limited summary data is available for this year.$0.49$0.00$0.83$0.69$0.14
2013Summary only. Only limited summary data is available for this year.$0.36$0.00$0.82$0.80$0.01
2012Summary only. Only limited summary data is available for this year.$0.34$0.00$0.78$0.57$0.21
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.88$0.85$0.03