Civic Intelligence

Summit Pointe Elementary PTA

990EZ • Fiscal year 2015 • EIN 20-8813643

Jul 01, 2014 to Jun 30, 2015 • Filed on May 05, 2015

Organization ProfileN/A
13100 E 147th StKansas City, MO 64149

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$22,515

Up $4,638 (+26%) from 2014

Net Assets

Up

$22,515

Up $4,638 (+26%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Up

$33,676

Up $4,568 (+16%) from 2014

Expenses

Up

$29,038

Up $1,557 (+5.7%) from 2014

Net Income

Up

$4,638

Up $3,011 (+185%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2015

Assets$22,515
Liabilities-
Net Assets$22,515
Open 2015 Filing

Operations Trend

Revenue Growth69th 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

2015

Revenue$33,676
Expenses$29,038
Net Income$4,638
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 5, 2015
Return Version
2014v5.0
Gross Receipts
$50,805
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 $10,082. HELD MANY EVENTS FOR FAMILIES IN THE SCHOOL-$29,038
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTA FITZGERLPresidentPT$0--
KETRA KIRKTreasurer-$0--
MELISSA CERNECHCorr Secretary-$0--
CARRIE BEARDHistorian-$0--
HEATHER MCFARLAND1st VP-$0--
MARLA STOUT2nd VP-$0--
NATASHIA SYMESRecording Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Great American$12,693$12,693$7,244$5,449
Holiday Store$5,072$5,072$3,628$1,444
Total Events$27,211$27,211$17,129$10,082
Filing and Contact Details

Filer

Filer Name
Summit Pointe Elementary Pta
EIN
20-8813643
Phone
8165378895
Address
13100 E 147TH ST, KANSAS CITY, MO 64149

Signing Officer

Name
Ketra Kirk
Title
Treasurer
Phone
8165378895
Signed
2015-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Julia E Hampton CPA Pc
Address
16 SE 3rd STREET, LEES SUMMIT, MO 64063
Preparer
Julia Hampton CPA
Phone
8165540394
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Administrative expenses 3603. Back-to-school picnic 201. Donations 330. Dues 100. Field trips 1400. Filed day 4018. Gifts 3835. Grandparents day 553. Haunt the halls 748. Hospitality 897. Insurance 355. Map snacks 409. Memorials 100. Movie tickets 230. Panther ball 656. Parent events 827. Red ribbon week 200. Reflections 30. Room parties 1147. School gift 547. Sixth grade recognition 1465. Teacher appreciation 1191. Teachers fund 5021. Watchdogs 32. Yearbook 121. Assemblies 575. Credit card proc”

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/PhoneNum08163660105
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04509 SW RAINTREE RIDGE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEES SUMMIT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064082
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017877
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022515
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04638
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt017877
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IRS990EZ/GamingGrossIncomeAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01960
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017877
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022515
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017877
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022515
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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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/PersonNm2MELISSA CERNECH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARRIE BEARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER MCFARLAND
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/OtherExpensesTotalAmt028933
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY SCHOOL PTA
IRS990EZ/ProgramServiceRevenueAmt021634
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELD SEVERAL FUNDRAISERS (GREAT AMERICAN FUNDRAISER ETC THAT NETTED $10,082. HELD MANY EVENTS FOR FAMILIES IN THE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029038
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017129
IRS990EZ/SpecialEventsNetIncomeLossAmt010082
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029038
IRS990EZ/TotalProgramServiceExpensesAmt029038
IRS990EZ/TotalRevenueAmt033676
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01960
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0592
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06918
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043898
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047393
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0204079
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0210997
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050805
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044490
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065538
IRS990ScheduleA/Total509Grp/TotalAmt0210997
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0210997
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017129
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GREAT AMERICAN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY STORE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012693
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05072
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09446
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027211
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012693
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05072
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09446
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027211
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010082
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06257
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017129
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07244
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03628
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE EXPENSES 3603. BACK-TO-SCHOOL PICNIC 201. DONATIONS 330. DUES 100. FIELD TRIPS 1400. FILED DAY 4018. GIFTS 3835. GRANDPARENTS DAY 553. HAUNT THE HALLS 748. HOSPITALITY 897. INSURANCE 355. MAP SNACKS 409. MEMORIALS 100. MOVIE TICKETS 230. PANTHER BALL 656. PARENT EVENTS 827. RED RIBBON WEEK 200. REFLECTIONS 30. ROOM PARTIES 1147. SCHOOL GIFT 547. SIXTH GRADE RECOGNITION 1465. TEACHER APPRECIATION 1191. TEACHERS FUND 5021. WATCHDOGS 32. YEARBOOK 121. ASSEMBLIES 575. CREDIT CARD PROC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KETRA KIRK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08165378895
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT POINTE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0208813643
ReturnHeader/Filer/PhoneNum08165378895
ReturnHeader/Filer/USAddress/AddressLine1Txt013100 E 147TH ST
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JULIA E HAMPTON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 SE 3rd STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEES SUMMIT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064063
ReturnHeader/PreparerPersonGrp/PhoneNum08165540394
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA HAMPTON CPA
ReturnHeader/ReturnTs02015-11-16T05:53:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,515
Liabilities
-
Net assets
$22,515
Revenue
$33,676
Expenses
$29,038
Net income
$4,638
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits