Civic Intelligence

Thurmont Elementary PTA

990EZ • Fiscal year 2015 • EIN 23-7030634

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 08, 2015

Organization ProfileN/A
805 East Main StreetThurmont, MD 21788

(240) 236-0900

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

39th percentile

-0.3%

Higher net margin than 39% 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

35th percentile

-5.5%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

89th percentile

67%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,697

Down $156 (-5.5%) from 2014

Net Assets

Down

$2,697

Down $156 (-5.5%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Up

$45,766

Up $18,401 (+67%) from 2014

Expenses

Up

$45,922

Up $16,907 (+58%) from 2014

Net Income

Up

-$156

Up $1,494 (+91%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$15K$10K$5.0K$0Assets 2014: $2,853Net Assets 2014: $2,8532014Assets 2015: $2,697Net Assets 2015: $2,6972015Assets 2016: $13,264Net Assets 2016: $13,2642016Assets 2017: $2,008Net Assets 2017: $2,0082017Assets 2018: $1,958Net Assets 2018: $1,9582018Assets 2019: $3,686Net Assets 2019: $3,6862019

Highlighted filing

2015

Assets$2,697
Liabilities-
Net Assets$2,697
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $27,365Expenses 2014: $29,015Net Income 2014: -$1,6502014Revenue 2015: $45,766Expenses 2015: $45,922Net Income 2015: -$1562015Revenue 2016: $46,503Expenses 2016: $35,936Net Income 2016: $10,5672016Revenue 2017: $39,676Expenses 2017: $50,932Net Income 2017: -$11,2562017Revenue 2018: $35,232Expenses 2018: $35,282Net Income 2018: -$502018Revenue 2019: $44,862Expenses 2019: $43,134Net Income 2019: $1,7282019

Highlighted filing

2015

Revenue$45,766
Expenses$45,922
Net Income-$156
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 8, 2015
Return Version
2014v5.0
Gross Receipts
$73,256
Mission and Program Overview

Mission

PTA school, student and teacher support.

Program Services

DescriptionGrantsExpenses
As a PTA, this organization supports teachers and the school environment while enriching the students' experiences.$45,922$500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Traci TatumPresidentPT$0--
Cristin ShewVice PresidentPT$0--
Erin FelichkoVice PresidentPT$0--
Kristen DalySecretaryPT$0--
Heather DeweesTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Race for Education$26,406$26,406$13,642$12,764
Charleston Wrap$15,533$15,533$8,190$7,343
Total Events$53,625$53,625$27,490$26,135
Filing and Contact Details

Filer

Filer Name
PTA MD Congress Thurmont Elem PTA
EIN
23-7030634
Phone
2402360900
Address
805 East Main Street, Thurmont, MD 21788

Signing Officer

Name
Traci Tatum
Title
President
Signed
2015-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Beth Helmick CPA
Address
121 East Main Street, Thurmont, MD 21788-2009
Preparer
Beth Helmick CPA
Phone
3012717033
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - 2014-15 Officers:Traci Tatum President118 Bosc CtThurmont MD 21788Cristin Shew 1st VP10622 Rocky Ridge Rd Rocky Ridge MD 21788Erin Felicho 2nd VP1 Colliery DrThurmont MD 21788Kristen Daly Sec9221 Appolds RdRocky Ridge MD 21788Heather Dewees Treas6 Boundary AveThurmont MD 21788”

Other Expenses.1

“Student Enrichment $26144”

Other Expenses.2

“Program Services - Hershey $14814”

Other Expenses.3

“Staff Appreciation $1431”

Other Expenses.4

“Parent/Family Involvmnt $933”

Other Expenses.5

“Administrative & General Exp $600”

Raw XML Appendix178 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/OfficerDirectorTrusteeEmplGrp/PersonNm0Traci Tatum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cristin Shew
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Erin Felichko
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristen Daly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Heather Dewees
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043922
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA school, student and teacher support.
IRS990EZ/ProgramServiceRevenueAmt014814
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0As a PTA, this organization supports teachers and the school environment while enriching the students' experiences.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045922
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027490
IRS990EZ/SpecialEventsNetIncomeLossAmt026135
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045922
IRS990EZ/TotalProgramServiceExpensesAmt045922
IRS990EZ/TotalRevenueAmt045766
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04817
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0722
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0269
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06054
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt053625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt046783
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt045036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050657
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0196101
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0202155
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058442
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0202155
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Charleston Wrap
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026406
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011686
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013642
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08190
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - 2014-15 Officers:Traci Tatum President118 Bosc CtThurmont MD 21788Cristin Shew 1st VP10622 Rocky Ridge Rd Rocky Ridge MD 21788Erin Felicho 2nd VP1 Colliery DrThurmont MD 21788Kristen Daly Sec9221 Appolds RdRocky Ridge MD 21788Heather Dewees Treas6 Boundary AveThurmont MD 21788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Enrichment $26144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Services - Hershey $14814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Staff Appreciation $1431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Parent/Family Involvmnt $933
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Administrative & General Exp $600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Traci Tatum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA MD Congress Thurmont Elem PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0237030634
ReturnHeader/Filer/PhoneNum02402360900
ReturnHeader/Filer/USAddress/AddressLine1Txt0805 East Main Street
ReturnHeader/Filer/USAddress/CityNm0Thurmont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021788
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Beth Helmick CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 East Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Thurmont
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0217882009
ReturnHeader/PreparerPersonGrp/PhoneNum03012717033
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Beth Helmick CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-08T11:49:06-07:00
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
$2,697
Liabilities
-
Net assets
$2,697
Revenue
$45,766
Expenses
$45,922
Net income
-$156
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$3.69$3.69$44.9$43.1$1.73
2018Detailed filing. Detailed filing data is available for this year.$1.96$1.96$35.2$35.3$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.01$2.01$39.7$50.9$11.3
2016Detailed filing. Detailed filing data is available for this year.$13.3$13.3$46.5$35.9$10.6
2015Detailed filing. Detailed filing data is available for this year.$2.70$2.70$45.8$45.9$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.85$2.85$27.4$29.0$1.65