Civic Intelligence

Summit Pointe Elementary PTA

990EZ • Fiscal year 2014 • EIN 20-8813643

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 27, 2014

Organization ProfileN/A
13100 E 147th St64149

(816) 537-8895

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

56th percentile

5.6%

Higher net margin than 56% 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

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

42nd percentile

-3.2%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$17,877

Up $1,627 (+10%) from 2013

Net Assets

Up

$17,877

Up $1,627 (+10%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Down

$29,108

Down $957 (-3.2%) from 2013

Expenses

Up

$27,481

Up $916 (+3.4%) from 2013

Net Income

Down

$1,627

Down $1,873 (-54%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$40K$30K$20K$10K$0Assets 2011: $13,187Net Assets 2011: $13,1872011Assets 2012: $12,750Liabilities 2012: $02012Assets 2013: $16,250Net Assets 2013: $16,2502013Assets 2014: $17,877Net Assets 2014: $17,8772014Assets 2015: $22,515Net Assets 2015: $22,5152015Assets 2016: $28,867Net Assets 2016: $28,8672016Assets 2017: $30,533Net Assets 2017: $30,5332017Assets 2018: $27,205Net Assets 2018: $27,2052018Assets 2020: $36,455Liabilities 2020: $02020

Highlighted filing

2014

Assets$17,877
Liabilities-
Net Assets$17,877
Open 2014 Filing

Operations Trend

Revenue Growth42nd percentile

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

$40K$20K$0-$20KRevenue 2011: $27,516Expenses 2011: $29,106Net Income 2011: -$1,5902011Revenue 2012: $25,755Expenses 2012: $26,192Net Income 2012: -$4372012Revenue 2013: $30,065Expenses 2013: $26,565Net Income 2013: $3,5002013Revenue 2014: $29,108Expenses 2014: $27,481Net Income 2014: $1,6272014Revenue 2015: $33,676Expenses 2015: $29,038Net Income 2015: $4,6382015Revenue 2016: $37,741Expenses 2016: $31,389Net Income 2016: $6,3522016Revenue 2017: $38,077Expenses 2017: $36,411Net Income 2017: $1,6662017Revenue 2018: $32,266Expenses 2018: $35,594Net Income 2018: -$3,3282018Revenue 2020: $26,940Expenses 2020: $20,309Net Income 2020: $6,6312020

Highlighted filing

2014

Revenue$29,108
Expenses$27,481
Net Income$1,627
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 27, 2014
Return Version
2013v3.1
Gross Receipts
$44,490
Mission and Program Overview

Mission

To support and enhance the educational experience of students through volunteer and financial support for school programs activities and family engagement

ELEMENTARY SCHOOL PTA

Program Services

DescriptionGrantsExpenses
HELD SEVERAL FUNDRAISERS (GREAT AMERICAN FUNDRAISER ETC THAT NETTED $16,792. HELD MANY EVENTS FOR FAMILIES IN THE SCHOOL-$27,376
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTA FITZGERLPresidentPT$0--
KETRA KIRKTreasurer-$0--
TINA MORRISONCorr Secretary-$0--
KARIE THOMASHistorian-$0--
MATT PERKINS1st VP-$0--
MARLA STOUT2nd VP-$0--
NATASHIA SYMESRecording Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$12,924$12,924$6,958$5,966
Event 2$7,249$7,249$5,753$1,496
Total Events$26,828$26,828$15,382$11,446
Filing and Contact Details

Filer

EIN
20-8813643
Phone
8165378895

Signing Officer

Name
Ketra Kirk
Title
Treasurer
Phone
8165378895
Signed
2014-10-27
Discuss with paid preparer
Yes

Preparer

Preparer
Julia Hampton CPA
Phone
8165540394
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Administrative expenses 470. Back-to-school picnic 50. Donations 285. Dues 100. Field trips 3500. Filed day 3410. Gifts 25. Grandparents day 267. Haunt the halls 256. Hospitality 1000. Insurance 331. Landscaping 152. Map snacks 388. Memorials 99. Mopta convention 509. Movie tickets 161. Outdoor classroom 4322. Panther ball 726. Parent events 670. Red ribbon week 193. Reflections 76. Room parties 980. School gift 1158. Sixth grade recognition 1448. Teacher appreciation 1260. Teachers fund 4957. W”

Raw XML Appendix166 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/PersonNm0KETRA KIRK
IRS990EZ/BooksInCareOfDetail/PhoneNum08163660105
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104509 SW RAINTREE RIDGE DR
IRS990EZ/BooksInCareOfDetail/USAddress/City0LEES SUMMIT
IRS990EZ/BooksInCareOfDetail/USAddress/State0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode064082
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016250
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017877
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01627
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0105
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt026828
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt044490
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0592
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016250
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017877
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016250
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017877
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTA FITZGERL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KETRA KIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TINA MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KARIE THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MATT PERKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARLA STOUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NATASHIA SYMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CORR SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt41ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt52ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027376
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY SCHOOL PTA
IRS990EZ/ProgramServiceRevenueAmt017070
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELD SEVERAL FUNDRAISERS (GREAT AMERICAN FUNDRAISER ETC THAT NETTED $16,792. HELD MANY EVENTS FOR FAMILIES IN THE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027376
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015382
IRS990EZ/SpecialEventsNetIncomeLossAmt011446
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027481
IRS990EZ/TotalProgramServiceExpensesAmt027376
IRS990EZ/TotalRevenueAmt029108
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0592
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07900
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043898
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047393
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt063943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt059614
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0214848
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0222748
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044490
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065538
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062556
IRS990ScheduleA/Total509Grp/TotalAmt0222748
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0222748
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012924
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07249
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026828
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012924
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07249
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026828
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GREAT AMERICAN
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SPIRIT WEAR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011446
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02671
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015382
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06958
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05753
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE EXPENSES 470. BACK-TO-SCHOOL PICNIC 50. DONATIONS 285. DUES 100. FIELD TRIPS 3500. FILED DAY 3410. GIFTS 25. GRANDPARENTS DAY 267. HAUNT THE HALLS 256. HOSPITALITY 1000. INSURANCE 331. LANDSCAPING 152. MAP SNACKS 388. MEMORIALS 99. MOPTA CONVENTION 509. MOVIE TICKETS 161. OUTDOOR CLASSROOM 4322. PANTHER BALL 726. PARENT EVENTS 670. RED RIBBON WEEK 193. REFLECTIONS 76. ROOM PARTIES 980. SCHOOL GIFT 1158. SIXTH GRADE RECOGNITION 1448. TEACHER APPRECIATION 1260. TEACHERS FUND 4957. W
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KETRA KIRK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08165378895
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10SUMMIT POINTE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0208813643
ReturnHeader/Filer/PhoneNum08165378895
ReturnHeader/Filer/USAddress/AddressLine1013100 E 147TH ST
ReturnHeader/Filer/USAddress/City0KANSAS CITY
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode064149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JULIA E HAMPTON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1016 SE 3rd STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LEES SUMMIT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode064063
ReturnHeader/PreparerPersonGrp/PhoneNum08165540394
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA HAMPTON CPA
ReturnHeader/ReturnTs02014-11-02T10:04:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,877
Liabilities
-
Net assets
$17,877
Revenue
$29,108
Expenses
$27,481
Net income
$1,627
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$36.5$0.00$26.9$20.3$6.63
2018Detailed filing. Detailed filing data is available for this year.$27.2$27.2$32.3$35.6$3.33
2017Detailed filing. Detailed filing data is available for this year.$30.5$30.5$38.1$36.4$1.67
2016Detailed filing. Detailed filing data is available for this year.$28.9$28.9$37.7$31.4$6.35
2015Detailed filing. Detailed filing data is available for this year.$22.5$22.5$33.7$29.0$4.64
2014Detailed filing. Detailed filing data is available for this year.$17.9$17.9$29.1$27.5$1.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$16.3$30.1$26.6$3.50
2012Summary only. Only limited summary data is available for this year.$12.8$0.00$25.8$26.2$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$13.2$27.5$29.1$1.59