Civic Intelligence

Pleasant Lea Elementary PTA

990EZ • Fiscal year 2016 • EIN 23-7066192

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 13, 2016

700 SW PerselsLees Summit, MO 64081

(816) 347-0070

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

8th percentile

-49%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

Down

$18,886

Down $13,679 (-42%) from 2011

Net Assets

Down

$18,886

Down $13,679 (-42%) from 2011

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$9,530

Down $14,067 (-60%) from 2011

Expenses

Up

$14,202

Up $2,255 (+19%) from 2011

Net Income

Down

-$4,672

Down $16,322 (-140%) from 2011

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $32,565Net Assets 2011: $32,5652011Assets 2016: $18,886Liabilities 2016: $0Net Assets 2016: $18,8862016Assets 2017: $9,547Liabilities 2017: $0Net Assets 2017: $9,5472017

Highlighted filing

2016

Assets$18,886
Liabilities$0
Net Assets$18,886

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $23,597Expenses 2011: $11,947Net Income 2011: $11,6502011Revenue 2016: $9,530Expenses 2016: $14,202Net Income 2016: -$4,6722016Revenue 2017: $17,466Expenses 2017: $26,805Net Income 2017: -$9,3392017

Highlighted filing

2016

Revenue$9,530
Expenses$14,202
Net Income-$4,672
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 13, 2016
Return Version
2015v2.1
Gross Receipts
$24,179
Mission and Program Overview

Mission

Elementary school parent teacher organization

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDING FOR READING INTERVENTION PROGRAM, FIELD TRIPS, ROOM PARTIES, AND STAFF SUPPORT$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HILARY GRAVESPresident-$0--
BROOKE POOSVice President-$0--
LIZ ULLERYCo-2nd Vice President-$0--
TIFFANY MARRCo-2nd Vice President-$0--
VICKIE DAVISTreasurer-$0--
TIFFANY IPPOLITOSecretary-$0--
BREANNE ZAPIENHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tiger Trot & Pasta Bowl$10,176$10,176$8,770$1,406
Carnival$3,326$3,326$1,208$2,118
Total Events$22,355$22,355$14,649$7,706
Filing and Contact Details

Filer

Filer Name
Pleasant Lea Elementary Pta
EIN
23-7066192
Phone
8163470070
Address
700 SW PERSELS, LEES SUMMIT, MO 64081

Signing Officer

Name
Christina Sumler
Title
Treasurer
Phone
8163470070
Signed
2016-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Miller-rice & Associates LLC
Address
4801 S CLIFF AVE STE 214B, INDEPENDENCE, MO 64055
Preparer
Debby Miller
Phone
8162294476
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividend income. Amount: 5.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: other expenses. Amount: 13,907.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment. Amount: -3,077.

Raw XML Appendix205 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/PersonNm1BROOKE POOS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIFFANY MARR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-2ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-3077
IRS990EZ/OtherExpensesTotalAmt013907
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt0295
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER EXPENSES. AMOUNT: 13,907.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -3,077.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINA SUMLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08163470070
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLEASANT LEA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PLEA
ReturnHeader/Filer/EIN0237066192
ReturnHeader/Filer/PhoneNum08163470070
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 SW PERSELS
ReturnHeader/Filer/USAddress/CityNm0LEES SUMMIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064081
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273773053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER-RICE & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04801 S CLIFF AVE STE 214B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDEPENDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064055
ReturnHeader/PreparerPersonGrp/PhoneNum08162294476
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBBY MILLER
ReturnHeader/ReturnTs02016-12-13T10:12:43-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

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