Civic Intelligence

PTA Georgia Congress

990EZ • Fiscal year 2019 • EIN 20-8857152

Jun 01, 2018 to May 31, 2019 • Filed on Oct 16, 2019

442 E Union Grove CircleAuburn, GA 30011

(678) 226-7460

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

94th percentile

157%

Faster asset growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

64%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$30,868

Up $18,837 (+157%) from 2018

Net Assets

Up

$30,868

Up $18,837 (+157%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$48,450

Up $18,852 (+64%) from 2018

Expenses

Up

$30,240

Up $3,036 (+11%) from 2018

Net Income

Up

$18,210

Up $15,816 (+661%) from 2018

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $26,598Liabilities 2011: $02011Assets 2018: $12,031Liabilities 2018: $0Net Assets 2018: $12,0312018Assets 2019: $30,868Liabilities 2019: $0Net Assets 2019: $30,8682019Assets 2020: $33,085Liabilities 2020: $0Net Assets 2020: $33,0852020Assets 2021: $13,738Liabilities 2021: $02021Assets 2022: $53,873Liabilities 2022: $0Net Assets 2022: $53,8732022Assets 2023: $25,042Liabilities 2023: $0Net Assets 2023: $25,0422023Assets 2024: $24,561Liabilities 2024: $0Net Assets 2024: $24,5612024Assets 2025: $11,734Liabilities 2025: $0Net Assets 2025: $11,7342025

Highlighted filing

2019

Assets$30,868
Liabilities$0
Net Assets$30,868

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $32,974Expenses 2011: $15,822Net Income 2011: $17,1522011Revenue 2018: $29,598Expenses 2018: $27,204Net Income 2018: $2,3942018Revenue 2019: $48,450Expenses 2019: $30,240Net Income 2019: $18,2102019Revenue 2020: $42,967Expenses 2020: $40,750Net Income 2020: $2,2172020Revenue 2021: $3,815Expenses 2021: $23,162Net Income 2021: -$19,3472021Revenue 2022: $59,191Expenses 2022: $19,056Net Income 2022: $40,1352022Revenue 2023: $58,876Expenses 2023: $87,723Net Income 2023: -$28,8472023Revenue 2024: $49,320Expenses 2024: $49,801Net Income 2024: -$4812024Revenue 2025: $16,287Expenses 2025: $29,114Net Income 2025: -$12,8272025

Highlighted filing

2019

Revenue$48,450
Expenses$30,240
Net Income$18,210
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Oct 16, 2019
Return Version
2018v3.1
Gross Receipts
$64,641
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Other program services-$12,106
Donated to Mulberry ES funds towards the purchase of 10 new iPads with case for the school library including Applecare iPad WI-FI 32GB Space-Gray 373 ea deluxe case 3495-$4,080
Donated educational agendas for all elementary students This provides better study skills and organization to prepare for middle school environment-$1,862
Treated families with Pizza Night who assisted with Parental Involvement Night and also recognized Teacher of the Year with donation gift Pizza night 746 and TOTY give 250-$996
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA COLLUMCo-President-$0--
HEATHER SWAIMCo-President-$0--
KIM LOCKHARTTreasurer-$0--
CHANDA SMITHSecretary-$0--
MARIE ST LOUISMembership Chair-$0--
BETH MAYHUEFundraising Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fund$42,079$42,079$11,028$31,051
Total Events$42,079$42,079$11,028$31,051
Filing and Contact Details

Filer

Filer Name
Mulberry Es Pta
EIN
20-8857152
Address
442 E UNION GROVE CIRCLE, AUBURN, GA 30011

Signing Officer

Name
Kim Lockhart
Title
Treasurer
Phone
4044327815
Signed
2019-10-16
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

General explanation attachment

Part III : Statement of Program Service What is the Organizations primary exempt purpose:The purpose of Mulberry ES PTA is to provide children from K-5 grades and the teaching staff the funding and support to give the children the highest quality of education and to also provide a safe and enriching environment for children.The purpose of the Mulberry ES PTA is to create engagement between the school, the community, leaders, and parents.

Description of other expenses Part I line 16

Description AmountMEMBERSHIP 1,343MEMBERSHIP CAMPAIGN 88AIM INSURANCE 590AUDIT 450SUPPLIES 180BANK CHARGES 107INCORP FEE 30COUNCIL DUES 250DUES AND SUBSCRIPTIONS 645PTA Gift DONATIONS 17,1825TH GRADE PROMO 3,995BOX TOPS 85TEACHER/STAFF APPRECIATION 1,077HOSPITALITY 609VOLUNTEER APPRECIATION 91REFLECTIONS 231HOLIDAY HOTCAKES 668MUFFINS FOR MOM 41STUDENT AGENDAS 1,863CLASS PARTY 19ROOM PARENT 95HOLIDAY GRAMS 101

Other changes in net assets or fund balances Part I line 20

Description AmountADJUSTMENT TO INCOME FROM 2017 214Cash box deposits 1,650Voided checks never deposited 663Withdrawals for petty cash (1,900)

Other program services Part III line 31

4. Mulberry ES PTA Falcon Dash book purchase for the Scholastic Book Fair, giving $100 worth of books for each teacher at the Scholastic Book Fair. Total purchase $4798.285.Mulberry ES PTA donated school gift Literacy Kits $1782.00, Units of Study Reading for K and 2nd Grade $2046 ,and Units of Study for 1st Grade $1705. These kits and units of study from the local units Falcon Dash Funds to help assist students K through 2nd Grade to succeed in education. Total $5533 donation. 6. Mulberry ES PTA donated funds from Falcon Dash to remodel the Special Needs Pre-K Movement room. $1300 donation helped the schools Special Needs children. 7. Mulberry ES PTA donated Opal Nugget Ice Maker to the Clinic Nurse, and badly needed -primary use was for medical purposes $474.88.

Raw XML Appendix192 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part III : Statement of Program Service What is the Organizations primary exempt purpose:The purpose of Mulberry ES PTA is to provide children from K-5 grades and the teaching staff the funding and support to give the children the highest quality of education and to also provide a safe and enriching environment for children.The purpose of the Mulberry ES PTA is to create engagement between the school, the community, leaders, and parents.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMEMBERSHIP 1,343MEMBERSHIP CAMPAIGN 88AIM INSURANCE 590AUDIT 450SUPPLIES 180BANK CHARGES 107INCORP FEE 30COUNCIL DUES 250DUES AND SUBSCRIPTIONS 645PTA Gift DONATIONS 17,1825TH GRADE PROMO 3,995BOX TOPS 85TEACHER/STAFF APPRECIATION 1,077HOSPITALITY 609VOLUNTEER APPRECIATION 91REFLECTIONS 231HOLIDAY HOTCAKES 668MUFFINS FOR MOM 41STUDENT AGENDAS 1,863CLASS PARTY 19ROOM PARENT 95HOLIDAY GRAMS 101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountADJUSTMENT TO INCOME FROM 2017 214Cash box deposits 1,650Voided checks never deposited 663Withdrawals for petty cash (1,900)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34. Mulberry ES PTA Falcon Dash book purchase for the Scholastic Book Fair, giving $100 worth of books for each teacher at the Scholastic Book Fair. Total purchase $4798.285.Mulberry ES PTA donated school gift Literacy Kits $1782.00, Units of Study Reading for K and 2nd Grade $2046 ,and Units of Study for 1st Grade $1705. These kits and units of study from the local units Falcon Dash Funds to help assist students K through 2nd Grade to succeed in education. Total $5533 donation. 6. Mulberry ES PTA donated funds from Falcon Dash to remodel the Special Needs Pre-K Movement room. $1300 donation helped the schools Special Needs children. 7. Mulberry ES PTA donated Opal Nugget Ice Maker to the Clinic Nurse, and badly needed -primary use was for medical purposes $474.88.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other program services Part III line 31
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary K Coughlin EA NTPI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-16T01:42:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

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