Civic Intelligence

Patrick Elementary School PTA

990EZ • Fiscal year 2024 • EIN 20-8857214

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 14, 2024

2707 Kilgore RdBuford, GA 30519

(678) 765-5260

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$38,902

Up $38,902 from 2023

Net Assets

Down

$38,902

Down $4,337 (-10%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$66,485

Up $9,346 (+16%) from 2023

Expenses

Up

$79,558

Up $41,905 (+111%) from 2023

Net Income

Down

-$13,073

Down $32,559 (-167%) from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $25,462Liabilities 2012: $02012Assets 2013: $21,104Liabilities 2013: $02013Assets 2014: $17,574Liabilities 2014: $02014Assets 2015: $17,465Liabilities 2015: $02015Assets 2016: $14,794Liabilities 2016: $02016Assets 2017: $15,216Liabilities 2017: $02017Assets 2018: $16,737Liabilities 2018: $02018Assets 2019: $10,347Liabilities 2019: $02019Assets 2020: $15,210Liabilities 2020: $02020Assets 2021: $12,218Liabilities 2021: $02021Assets 2022: $23,753Net Assets 2022: $23,7532022Assets 2023: $0Net Assets 2023: $43,2392023Assets 2024: $38,902Liabilities 2024: $0Net Assets 2024: $38,9022024Assets 2025: $26,677Net Assets 2025: $26,6772025

Highlighted filing

2024

Assets$38,902
Liabilities$0
Net Assets$38,902

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $35,552Expenses 2012: $32,128Net Income 2012: $3,4242012Revenue 2013: $46,742Expenses 2013: $51,100Net Income 2013: -$4,3582013Revenue 2014: $44,699Expenses 2014: $48,229Net Income 2014: -$3,5302014Revenue 2015: $37,917Expenses 2015: $38,026Net Income 2015: -$1092015Revenue 2016: $27,842Expenses 2016: $30,513Net Income 2016: -$2,6712016Revenue 2017: $38,344Expenses 2017: $37,922Net Income 2017: $4222017Revenue 2018: $39,129Expenses 2018: $37,608Net Income 2018: $1,5212018Revenue 2019: $42,682Expenses 2019: $49,072Net Income 2019: -$6,3902019Revenue 2020: $38,196Expenses 2020: $33,333Net Income 2020: $4,8632020Revenue 2021: $27,794Expenses 2021: $30,786Net Income 2021: -$2,9922021Revenue 2022: $59,778Expenses 2022: $48,243Net Income 2022: $11,5352022Revenue 2023: $57,139Expenses 2023: $37,653Net Income 2023: $19,4862023Revenue 2024: $66,485Expenses 2024: $79,558Net Income 2024: -$13,0732024Revenue 2025: $55,413Expenses 2025: $68,587Net Income 2025: -$13,1742025

Highlighted filing

2024

Revenue$66,485
Expenses$79,558
Net Income-$13,073
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 14, 2024
Return Version
2023v5.1
Gross Receipts
$81,759
Mission and Program Overview

Mission

See Sch O

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
Funds raised for the school to make improvements for kids playground, providing shade during hot school days for small children-$24,141
Providing meals for teachers; setting up a kids reading afternoon presented by a renowned author visit of children books; creating Exceptional Childrens Week for elementary kids.-$9,689
Provided grants to teachers for classroom activities. Funds were used for technology and poster printer. Also funding provided for the PBIS store.-$5,077
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRYSTAL HOLDERCo-PresidentPT$0--
ROBIN FONVILLECo-PresidentPT$0--
MONIQUE CHAMPAGNESecretary-$0--
SHENIKA TERRELLTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run$37,620$37,620$2,938$34,682
Total Events$37,620$37,620$4,277$33,343
Filing and Contact Details

Filer

Filer Name
Patrick Elementary School Pta
EIN
20-8857214
Address
2707 Kilgore Rd, Buford, GA 30519

Signing Officer

Name
Shenika Terrell
Title
Treasurer
Phone
6787655260
Signed
2024-08-14
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

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.

Description of other expenses Part I line 16

Description AmountAIM INSURANCE 606COUNCIL DUES 250INCORPORATION FEE 30SUPPLIES 105BEAUTIFICATION 160BOBBY PATRICK NIGHT 4,257BREAKFAST WITH PARENTS 2,457VIRTUAL 5K 114HOSPITALITY 8,435AUTHOR VISIT 201REFLECTIONS 98SOCK HOP 350SPIRIT NIGHTS 4,563CLT 2023 309POSTER PRINTER 2,199SCHOOL/TEACHER GRANT 26,503PLAYGROUND SHADE 24,141PBIS STORE 2,000TECHNOLOGY 879GA PTA DUES 850SQ FEES 233

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

Description AmountINCOME ADJUSTMENT DUE ERROR 8,736

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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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funds raised for the school to make improvements for kids playground, providing shade during hot school days for small children
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided grants to teachers for classroom activities. Funds were used for technology and poster printer. Also funding provided for the PBIS store.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAIM INSURANCE 606COUNCIL DUES 250INCORPORATION FEE 30SUPPLIES 105BEAUTIFICATION 160BOBBY PATRICK NIGHT 4,257BREAKFAST WITH PARENTS 2,457VIRTUAL 5K 114HOSPITALITY 8,435AUTHOR VISIT 201REFLECTIONS 98SOCK HOP 350SPIRIT NIGHTS 4,563CLT 2023 309POSTER PRINTER 2,199SCHOOL/TEACHER GRANT 26,503PLAYGROUND SHADE 24,141PBIS STORE 2,000TECHNOLOGY 879GA PTA DUES 850SQ FEES 233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountINCOME ADJUSTMENT DUE ERROR 8,736
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
ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Shenika Terrell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06787655260
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICK ELEMENTARY SCHOOL PTA
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ReturnHeader/Filer/EIN0208857214
ReturnHeader/Filer/USAddress/AddressLine1Txt02707 Kilgore Rd
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ReturnHeader/PreparerPersonGrp/PhoneNum04043956484
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary K Coughlin EA NTPI CAA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-14T16:12:17-04:00
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.$26.7$26.7$55.4$68.6$13.2
2024Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$66.5$79.6$13.1
2023Detailed filing. Detailed filing data is available for this year.$0.00$43.2$57.1$37.7$19.5
2022Detailed filing. Detailed filing data is available for this year.$23.8$23.8$59.8$48.2$11.5
2021Summary only. Only limited summary data is available for this year.$12.2$0.00$27.8$30.8$2.99
2020Summary only. Only limited summary data is available for this year.$15.2$0.00$38.2$33.3$4.86
2019Summary only. Only limited summary data is available for this year.$10.3$0.00$42.7$49.1$6.39
2018Summary only. Only limited summary data is available for this year.$16.7$0.00$39.1$37.6$1.52
2017Summary only. Only limited summary data is available for this year.$15.2$0.00$38.3$37.9$0.42
2016Summary only. Only limited summary data is available for this year.$14.8$0.00$27.8$30.5$2.67
2015Summary only. Only limited summary data is available for this year.$17.5$0.00$37.9$38.0$0.11
2014Summary only. Only limited summary data is available for this year.$17.6$0.00$44.7$48.2$3.53
2013Summary only. Only limited summary data is available for this year.$21.1$0.00$46.7$51.1$4.36
2012Summary only. Only limited summary data is available for this year.$25.5$0.00$35.6$32.1$3.42