Civic Intelligence

PTA Maryland Congress of Parent and Teachers Inc.

990EZ • Fiscal year 2020 • EIN 20-1653134

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 10, 2020

12828 Center DriveOcean City, MD 21842

(410) 632-5370

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

52nd percentile

6.6%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

59th percentile

11%

Faster asset growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

51st percentile

-13%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$32,531

Up $3,268 (+11%) from 2019

Net Assets

Up

$32,531

Up $3,268 (+11%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$49,558

Down $7,458 (-13%) from 2019

Expenses

Down

$46,288

Down $18,311 (-28%) from 2019

Net Income

Up

$3,270

Up $10,853 (+143%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $16,571Net Assets 2010: $16,5712010Assets 2011: $27,160Liabilities 2011: $02011Assets 2012: $21,651Liabilities 2012: $02012Assets 2013: $33,380Net Assets 2013: $33,3802013Assets 2014: $39,168Net Assets 2014: $39,1682014Assets 2015: $26,179Net Assets 2015: $26,1792015Assets 2016: $31,220Net Assets 2016: $31,2202016Assets 2017: $48,112Liabilities 2017: $02017Assets 2018: $36,846Liabilities 2018: $02018Assets 2019: $29,263Net Assets 2019: $29,2632019Assets 2020: $32,531Net Assets 2020: $32,5312020Assets 2021: $24,162Net Assets 2021: $24,1622021Assets 2022: $29,586Net Assets 2022: $29,5862022Assets 2023: $25,934Net Assets 2023: $25,9342023Assets 2024: $25,441Net Assets 2024: $25,4412024Assets 2025: $44,765Net Assets 2025: $44,7652025

Highlighted filing

2020

Assets$32,531
Liabilities-
Net Assets$32,531

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $25,486Expenses 2010: $21,946Net Income 2010: $3,5402010Revenue 2011: $30,334Expenses 2011: $19,745Net Income 2011: $10,5892011Revenue 2012: $29,756Expenses 2012: $35,265Net Income 2012: -$5,5092012Revenue 2013: $34,700Expenses 2013: $22,971Net Income 2013: $11,7292013Revenue 2014: $34,711Expenses 2014: $41,738Net Income 2014: -$7,0272014Revenue 2015: $54,350Expenses 2015: $54,524Net Income 2015: -$1742015Revenue 2016: $53,218Expenses 2016: $48,175Net Income 2016: $5,0432016Revenue 2017: $45,092Expenses 2017: $28,203Net Income 2017: $16,8892017Revenue 2018: $55,828Expenses 2018: $67,095Net Income 2018: -$11,2672018Revenue 2019: $57,016Expenses 2019: $64,599Net Income 2019: -$7,5832019Revenue 2020: $49,558Expenses 2020: $46,288Net Income 2020: $3,2702020Revenue 2021: $2,166Expenses 2021: $10,534Net Income 2021: -$8,3682021Revenue 2022: $29,110Expenses 2022: $23,684Net Income 2022: $5,4262022Revenue 2023: $46,483Expenses 2023: $50,138Net Income 2023: -$3,6552023Revenue 2024: $45,782Expenses 2024: $46,274Net Income 2024: -$4922024Revenue 2025: $61,378Expenses 2025: $42,054Net Income 2025: $19,3242025

Highlighted filing

2020

Revenue$49,558
Expenses$46,288
Net Income$3,270
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 10, 2020
Return Version
2019v5.0
Gross Receipts
$49,558
Mission and Program Overview

Mission

Support for students and educators

Program Services

DescriptionGrantsExpenses
FUNDRAISING TO PROMOTE ACTIVITIES FOR ELEMENTARY SCHOOL CHILDREN AND ASSISTANCE TO PROFESSIONAL EDUCATORS AS WELL AS SUPPORT FOR SCHOOL BUILDING PROJECTS-$46,288
FUNDRAISING TO PROMOTE ACTIVITIES FOR ELEMENTARY SCHOOL CHILDREN AND OFFER ASSISTANCE TO PROFESSIONAL EDUCATORS AS WELL AS SUPPORT FOR SCHOOL BUILDING PROJECTS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY BERGEYTreasurerPT$0--
KELLIE MEEHANVice - PresiPT$0--
NANCY FERGUSONSecretaryPT$0--
ANGIE ORTTPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Oces Pta Inc
EIN
20-1653134
Phone
4106325370
Address
12828 CENTER DRIVE, OCEAN CITY, MD 21842

Signing Officer

Name
Ashley Bergey
Title
Treasurer
Phone
4106325370
Signed
2020-12-10

Preparer

Firm
Bergey & Company Pa
Address
8938 WORCESTER HWY, BERLIN, MD 21811
Preparer
James R Bergey Jr CPA
Phone
4106411101
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses graduation 1,000 accelerated reader 1,250 award/rewards/incentives 465 backpack program 400 bank service charges 110 beautification 2,007 bingo 37 book fair expense 9,601 box tops 77 christmas float 383 dues 1,001 guest speaker 200 harvest festival expense 1,136 holiday gift shop 7,703 laminating film 1,280 movie night 8,724 oc stars program 2,195 postage 21 periodicals 1,191 professional fees 750 pta chair gifts 226 pta incentives 631 summer school 162 student of the month 252 supplies 169 teacher meals/luncheons 388 teacher supplies 52 teacher gifts 4,259 technology 266 typing program 352 total 46,288

Form 990-ez, Part III, Line 31

Fundraising to promote activities for elementary school children and offer assistance to professional educators as well as support for school building projects

Raw XML Appendix142 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ASHLEY BERGEY
IRS990EZ/BooksInCareOfDetail/PhoneNum04106325370
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012828 CENTER DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OCEAN CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021842
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029261
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032531
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01136
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03270
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029261
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032531
IRS990EZ/GrossReceiptsAmt049558
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029261
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032531
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029261
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032531
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ASHLEY BERGEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLIE MEEHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGIE ORTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE - PRESI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046288
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT FOR STUDENTS AND EDUCATORS
IRS990EZ/ProgramServiceRevenueAmt048422
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING TO PROMOTE ACTIVITIES FOR ELEMENTARY SCHOOL CHILDREN AND ASSISTANCE TO PROFESSIONAL EDUCATORS AS WELL AS SUPPORT FOR SCHOOL BUILDING PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDRAISING TO PROMOTE ACTIVITIES FOR ELEMENTARY SCHOOL CHILDREN AND OFFER ASSISTANCE TO PROFESSIONAL EDUCATORS AS WELL AS SUPPORT FOR SCHOOL BUILDING PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046288
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MD
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046288
IRS990EZ/TotalProgramServiceExpensesAmt046288
IRS990EZ/TotalRevenueAmt049558
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01136
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02581
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018398
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt060059
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073999
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0311941
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0330339
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049558
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062640
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt076685
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080045
IRS990ScheduleA/Total509Grp/TotalAmt0330339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049558
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt076685
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080045
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0330339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES GRADUATION 1,000 ACCELERATED READER 1,250 AWARD/REWARDS/INCENTIVES 465 BACKPACK PROGRAM 400 BANK SERVICE CHARGES 110 BEAUTIFICATION 2,007 BINGO 37 BOOK FAIR EXPENSE 9,601 BOX TOPS 77 CHRISTMAS FLOAT 383 DUES 1,001 GUEST SPEAKER 200 HARVEST FESTIVAL EXPENSE 1,136 HOLIDAY GIFT SHOP 7,703 LAMINATING FILM 1,280 MOVIE NIGHT 8,724 OC STARS PROGRAM 2,195 POSTAGE 21 PERIODICALS 1,191 PROFESSIONAL FEES 750 PTA CHAIR GIFTS 226 PTA INCENTIVES 631 SUMMER SCHOOL 162 STUDENT OF THE MONTH 252 SUPPLIES 169 TEACHER MEALS/LUNCHEONS 388 TEACHER SUPPLIES 52 TEACHER GIFTS 4,259 TECHNOLOGY 266 TYPING PROGRAM 352 TOTAL 46,288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING TO PROMOTE ACTIVITIES FOR ELEMENTARY SCHOOL CHILDREN AND OFFER ASSISTANCE TO PROFESSIONAL EDUCATORS AS WELL AS SUPPORT FOR SCHOOL BUILDING PROJECTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY BERGEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04106325370
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCES PTA INC
ReturnHeader/Filer/BusinessNameControlTxt0OCES
ReturnHeader/Filer/EIN0201653134
ReturnHeader/Filer/PhoneNum04106325370
ReturnHeader/Filer/USAddress/AddressLine1Txt012828 CENTER DRIVE
ReturnHeader/Filer/USAddress/CityNm0OCEAN CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021842
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId095982B353916C99F42391733AB29D386D81871FD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05B49D957C9E179E0E753FC8F41D80E823002F828
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.192.90.9
ReturnHeader/FilingSecurityInformation/IPDt02020-12-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:19:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522279083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERGEY & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08938 WORCESTER HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BERLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021811
ReturnHeader/PreparerPersonGrp/PhoneNum04106411101
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R BERGEY JR CPA
ReturnHeader/ReturnTs02020-12-10T10:19:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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.$44.8$44.8$61.4$42.1$19.3
2024Detailed filing. Detailed filing data is available for this year.$25.4$25.4$45.8$46.3$0.49
2023Detailed filing. Detailed filing data is available for this year.$25.9$25.9$46.5$50.1$3.66
2022Detailed filing. Detailed filing data is available for this year.$29.6$29.6$29.1$23.7$5.43
2021Detailed filing. Detailed filing data is available for this year.$24.2$24.2$2.17$10.5$8.37
2020Detailed filing. Detailed filing data is available for this year.$32.5$32.5$49.6$46.3$3.27
2019Detailed filing. Detailed filing data is available for this year.$29.3$29.3$57.0$64.6$7.58
2018Summary only. Only limited summary data is available for this year.$36.8$0.00$55.8$67.1$11.3
2017Summary only. Only limited summary data is available for this year.$48.1$0.00$45.1$28.2$16.9
2016Detailed filing. Detailed filing data is available for this year.$31.2$31.2$53.2$48.2$5.04
2015Detailed filing. Detailed filing data is available for this year.$26.2$26.2$54.4$54.5$0.17
2014Detailed filing. Detailed filing data is available for this year.$39.2$39.2$34.7$41.7$7.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.4$33.4$34.7$23.0$11.7
2012Summary only. Only limited summary data is available for this year.$21.7$0.00$29.8$35.3$5.51
2011Summary only. Only limited summary data is available for this year.$27.2$0.00$30.3$19.7$10.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$16.6$25.5$21.9$3.54