PTA Alabama Congress

990EZ • Fiscal year 2015 • EIN 23-7167680

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 20, 2015

Organization Profile wmespta.org

4976 Wall Triana HwyMadison, AL 35758

(256) 837-1189

Siviq Scores

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

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

-12%

Higher net margin than 22% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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

-25%

Faster asset growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

62%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$11,811

Down $9,009 (-43%) from 2013

Net Assets

Down

$11,811

Down $9,009 (-43%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin22nd percentile

Revenue

$48,924

Up $30,320 (+163%) from 2013

Expenses

$54,609

Up $33,087 (+154%) from 2013

Net Income

Down

-$5,685

Down $2,767 (-95%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

Highlighted filing

2015

Assets$11,811

Liabilities$0

Net Assets$11,811

Open 2015 Filing

Operations Trend

Revenue Growth88th percentile

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

Highlighted filing

2015

Revenue$48,924

Expenses$54,609

Net Income-$5,685

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2014 to Jun 30, 2015
Signed: Oct 20, 2015
Return Version: 2014v5.0
Gross Receipts: $62,364

Mission and Program Overview

Mission

EDUCATION/CHARITABLE

Education / Charitable

Program Services

Description	Grants	Expenses
Provide instructional materials to teachers and faculty at the school, including Accelerated Reader subscription, new library books, and classroom supplies	$0	$18,629
Purchase items for use in the school such as classroom reading rugs, computers, and carline signs	$0	$6,878
Other program services including student scholarships, teacher appreciation, volunteer appreciation, Welcome Breakfast, and other PTA programs.	$679	$6,743
Student programs such as animal presentation, author visits, Space Week, Red Ribbon Week, STEAM enrichment, etc.	$0	$3,543

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Angie Enderton	President	PT	$0	-	-
Ricki Schwartz	Treasurer	PT	$0	-	-
Michele Gay	Vice President Of Volunteers	PT	$0	-	-
Suzanne Richards	Vice President Of Programs	PT	$0	-	-
Ashley Peeden	Secretary	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: PTA Alabama Congress West Madison
EIN: 23-7167680
Phone: 2568371189
Address: 4976 Wall Triana Hwy, Madison, AL 35758

Signing Officer

Name: Ricki Schwartz
Title: Treasurer
Phone: 2565421512
Signed: 2015-10-20

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Scholarships for school-related events $679.00”

Form 990-EZ, Part I, Line 16

“Description;Amount^Instructional materials;18629|School facilities projects;6878|Student programs;3543|Events;3530|PTA programs;1400|Teacher appreciation events;1134|Insurance and bonding;385|Madison City PTA dues;175|Equipment;136^Total;35810^”

Raw XML Appendix191 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.

Path	#	Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt	0	0
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Ricki Schwartz
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2565421512
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	112 Bellingham Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	Madison
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	35758
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	17496
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	11811
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	35755
IRS990EZ/CostOfGoodsSoldAmt	0	13440
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-5685
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	17263
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form1120PolFiledInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	17496
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	11811
IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GamingGrossIncomeAmt	0	0
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	679
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	4782
IRS990EZ/GrossReceiptsAmt	0	62364
IRS990EZ/GrossSalesOfInventoryAmt	0	18222
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	14
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	750
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	17496
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	11811
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	17496
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	11811
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Angie Enderton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Ricki Schwartz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Michele Gay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Suzanne Richards
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	Ashley Peeden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Vice President of Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Vice President of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Secretary
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	35810
IRS990EZ/OtherRevenueTotalAmt	0	0
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	Education / Charitable
IRS990EZ/PrintingPublicationsPostageAmt	0	857
IRS990EZ/ProgramServiceRevenueAmt	0	7623
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Provide instructional materials to teachers and faculty at the school, including Accelerated Reader subscription, new library books, and classroom supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	Purchase items for use in the school such as classroom reading rugs, computers, and carline signs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	Student programs such as animal presentation, author visits, Space Week, Red Ribbon Week, STEAM enrichment, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	3	Other program services including student scholarships, teacher appreciation, volunteer appreciation, Welcome Breakfast, and other PTA programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	2	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	3	679
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	18629
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	6878
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	3543
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	3	6743
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	0
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	54609
IRS990EZ/TotalProgramServiceExpensesAmt	0	35793
IRS990EZ/TotalRevenueAmt	0	48924
IRS990EZ/TransactionWithControlEntInd	0	0
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	wmespta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	36504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	23155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	2567
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	2143
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	1852
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	66221
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	14
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	21
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	27
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	115
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	112
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	289
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	25845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	27515
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	37616
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	39282
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	53279
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	183537
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	14
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	21
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	27
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	115
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	112
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	289
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00116
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00116
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.99884
IRS990ScheduleA/PublicSupportPY509Pct	0	0.9988
IRS990ScheduleA/PublicSupportTotal509Amt	0	249758
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	62349
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	50670
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	40183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	41425
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	55131
IRS990ScheduleA/Total509Grp/TotalAmt	0	249758
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	62363
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	50691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	40210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	41540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	55243
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	250047
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Scholarships for school-related events $679.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description;Amount^Instructional materials;18629\|School facilities projects;6878\|Student programs;3543\|Events;3530\|PTA programs;1400\|Teacher appreciation events;1134\|Insurance and bonding;385\|Madison City PTA dues;175\|Equipment;136^Total;35810^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Ricki Schwartz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2565421512
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PTA Alabama Congress West Madison
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAA
ReturnHeader/Filer/EIN	0	237167680
ReturnHeader/Filer/PhoneNum	0	2568371189
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	4976 Wall Triana Hwy
ReturnHeader/Filer/USAddress/CityNm	0	Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AL
ReturnHeader/Filer/USAddress/ZIPCd	0	35758
ReturnHeader/ReturnTs	0	2015-10-20T21:30:06-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-07-01
ReturnHeader/TaxPeriodEndDt	0	2015-06-30
ReturnHeader/TaxYr	0	2014

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: $11,811
Liabilities: $0
Net assets: $11,811
Revenue: $48,924
Expenses: $54,609
Net income: -$5,685

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.74	$0.00	$0.74	$0.70	$0.77	$0.07
2023Detailed filing. Detailed filing data is available for this year.	$0.49	$0.00	$0.49	$0.89	$1.02	$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.57	$0.00	$0.57	$0.81	$0.65	$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.42	$0.00	$0.42	$0.32	$0.26	$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.35	$0.00	$0.35	$0.37	$0.35	$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.20	$0.00	$0.20	$0.44	$0.44	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$0.19	$0.00	$0.19	$0.56	$0.46	$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.09	$0.00	$0.09	$0.55	$0.58	$0.03
2015Detailed filing. Detailed filing data is available for this year.	$0.12	$0.00	$0.12	$0.49	$0.55	$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.21	$0.00	$0.21	$0.19	$0.22	$0.03