Civic Intelligence

Thurmont Elementary PTA

990EZ • Fiscal year 2016 • EIN 23-7030634

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

97th percentile

392%

Faster asset growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

1.6%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$13,264

Up $10,567 (+392%) from 2015

Net Assets

Up

$13,264

Up $10,567 (+392%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Up

$46,503

Up $737 (+1.6%) from 2015

Expenses

Down

$35,936

Down $9,986 (-22%) from 2015

Net Income

Up

$10,567

Up $10,723 (+6874%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2016

Assets$13,264
Liabilities-
Net Assets$13,264
Open 2016 Filing

Operations Trend

Revenue Growth52nd 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

2016

Revenue$46,503
Expenses$35,936
Net Income$10,567
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.0
Gross Receipts
$64,748
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.$34,377-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Traci TatumPresidentPT$0--
Erin FelichoVice PresidentPT$0--
Richard TatumVice PresidentPT$0--
Kristen DalySecretaryPT$0--
Bridget R NationTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Race for Education$22,613$22,613$4,353$18,260
Innesbrook$9,454$9,454$6,467$2,987
Total Events$38,358$38,358$15,911$22,447
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
2016-11-11
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 - 2015-16 Officers:Traci Tatum President118 Bosc CtThurmont MD 21788Erin Felicho 1st VP1 Colliery DrThurmont MD 21788Richard Tatum 2nd VP118 Bosc CtThurmont MD 21788Kristen Daly Sec9221 Appolds RdRocky Ridge MD 21788Bridget R Nation Treas601 E Main StThurmont MD 21788”

Other Expenses.1012

“Insurance $204”

Other Expenses.1

“Student Enrichment $15933”

Other Expenses.2

“Program Services - Hershey $15624”

Other Expenses.3

“Staff Appreciation $1479”

Other Expenses.4

“Parent/Family Involvmnt $837”

Other Expenses.5

“Administrative & General Exp $784”

Other Expenses.6

“Compliance & Registrations $75”

Raw XML Appendix184 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristen Daly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bridget R Nation
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/OtherExpensesTotalAmt034936
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA school, student and teacher support.
IRS990EZ/ProgramServiceRevenueAmt015646
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt034377
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018245
IRS990EZ/SpecialEventsNetIncomeLossAmt026971
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035936
IRS990EZ/TotalProgramServiceExpensesAmt034377
IRS990EZ/TotalRevenueAmt046503
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04817
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0722
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09940
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053625
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0251257
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049102
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Innesbrook
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022613
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09454
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06291
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06291
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022447
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06467
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - 2015-16 Officers:Traci Tatum President118 Bosc CtThurmont MD 21788Erin Felicho 1st VP1 Colliery DrThurmont MD 21788Richard Tatum 2nd VP118 Bosc CtThurmont MD 21788Kristen Daly Sec9221 Appolds RdRocky Ridge MD 21788Bridget R Nation Treas601 E Main StThurmont MD 21788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Enrichment $15933
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Services - Hershey $15624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Staff Appreciation $1479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Parent/Family Involvmnt $837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Administrative & General Exp $784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Compliance & Registrations $75
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Traci Tatum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
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/ReturnTs02016-11-11T08:48:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,264
Liabilities
-
Net assets
$13,264
Revenue
$46,503
Expenses
$35,936
Net income
$10,567
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