Civic Intelligence

PTA Georgia Congress

990EZ • Fiscal year 2016 • EIN 23-7375468

Jun 01, 2015 to May 31, 2016 • Filed on Jul 18, 2016

1410 Kincaid RoadMarietta, GA 30066-6434

(770) 578-7238

Siviq Scores

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

Liabilities / Assets

88th percentile

0.42x

Higher debt load relative to assets than 88% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

0.22x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

18th percentile

-16%

Higher net margin than 18% 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

37th percentile

-4.0%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

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

Assets

Down

$14,252

Down $601 (-4.0%) from 2015

Net Assets

Down

$8,257

Down $4,404 (-35%) from 2015

Liabilities

Up

$5,995

Up $3,803 (+173%) from 2015

Revenue

Up

$26,926

Up $2,457 (+10%) from 2015

Expenses

Down

$31,330

Down $2,438 (-7.2%) from 2015

Net Income

Up

-$4,404

Up $4,895 (+53%) from 2015

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2015: $14,853Liabilities 2015: $2,192Net Assets 2015: $12,6612015Assets 2016: $14,252Liabilities 2016: $5,995Net Assets 2016: $8,2572016Assets 2017: $22,878Liabilities 2017: $450Net Assets 2017: $22,4282017Assets 2018: $22,647Net Assets 2018: $22,6472018Assets 2019: $14,467Net Assets 2019: $14,4672019Assets 2020: $11,420Net Assets 2020: $11,4202020Assets 2021: $9,530Net Assets 2021: $9,5302021Assets 2022: $5,246Net Assets 2022: $5,2462022Assets 2023: $6,970Net Assets 2023: $6,9702023Assets 2024: $12,318Net Assets 2024: $12,3182024

Highlighted filing

2016

Assets$14,252
Liabilities$5,995
Net Assets$8,257

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2015: $24,469Expenses 2015: $33,768Net Income 2015: -$9,2992015Revenue 2016: $26,926Expenses 2016: $31,330Net Income 2016: -$4,4042016Revenue 2017: $45,907Expenses 2017: $31,736Net Income 2017: $14,1712017Revenue 2018: $23,021Expenses 2018: $22,802Net Income 2018: $2192018Revenue 2019: $7,860Expenses 2019: $16,040Net Income 2019: -$8,1802019Revenue 2020: $6,656Expenses 2020: $9,703Net Income 2020: -$3,0472020Revenue 2021: $9,878Expenses 2021: $11,768Net Income 2021: -$1,8902021Revenue 2022: $11,347Expenses 2022: $15,783Net Income 2022: -$4,4362022Revenue 2023: $15,637Expenses 2023: $15,002Net Income 2023: $6352023Revenue 2024: $17,698Expenses 2024: $12,563Net Income 2024: $5,1352024

Highlighted filing

2016

Revenue$26,926
Expenses$31,330
Net Income-$4,404
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Jul 18, 2016
Return Version
2015v2.1
Gross Receipts
$57,284
Mission and Program Overview

Mission

Support and Enhance Education at Kincaid Elementary

Program Services

DescriptionGrantsExpenses
Membership / Kincaid School Support / Meet Greet / Website / Special Services / Reflections-$14,850
Reading Writing / Math Science / Arts in Education / Health / Hospitality / Financial Literacy / Legislation Advocacy-$9,516
Character Education / Family Engagement / Diversity / Community Outreach / Room Representative / Volunteer Coordinator / Environmental Education-$987
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly LeftwichCo-PresidentPT$0--
Julie LindseyCo-PresidentPT$0--
Jennifer CarltonVice PresidentPT$0--
Susan ClearmanVice PresidentPT$0--
Traci BednarVice PresidentPT$0--
Allison CarterVice PresidentPT$0--
Elise KelsoSecretaryPT$0--
Cindy SmoakTreasurerPT$0--
Terri StanleyParliamentarianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
MixedBag$15,413$15,413$5,944$9,469
Book Fair$10,014$10,014$3,115$6,899
Total Events$33,953$33,953$15,650$18,303
Filing and Contact Details

Filer

Filer Name
Kincaid Elementary School PTA
EIN
23-7375468
Phone
7705787238
Address
1410 Kincaid Road, Marietta, GA 30066-6434

Signing Officer

Name
Cindy Smoak
Title
Vice President
Signed
2016-07-18
Discuss with paid preparer
No

Preparer

Firm
DEPco Accounting Services Inc
Address
3225 Shallowford Road Ste 910, Marietta, GA 30062-7029
Preparer
Donald E Potts CPA CGMA
Phone
6782132918
Supplemental Narrative

Additional Explanations

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

Fundraising 38

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

Supplies 1,401

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

Program Expenses 25,353

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

Annual Incorporation Fee 30

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

Audit / Tax Preparation Fee 1,175

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

Bank Charge 485

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

ECCC Membership Dues 305

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

PTA Scholarships 50

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

Liability Insurance 215

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

Presidents Fund 65

Form 990-EZ, Part II, Line 26, Liabilities

Deferred Revenues Beginning of year 2,192, End of year 5,995

Raw XML Appendix211 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/BooksInCareOfDetail/USAddress/CityNm0Marietta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0300666434
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kimberly Leftwich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Julie Lindsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Carlton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Susan Clearman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Traci Bednar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Allison Carter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Elise Kelso
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Terri Stanley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029117
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support and Enhance Education at Kincaid Elementary
IRS990EZ/PrintingPublicationsPostageAmt02213
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Membership / Kincaid School Support / Meet Greet / Website / Special Services / Reflections
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Character Education / Family Engagement / Diversity / Community Outreach / Room Representative / Volunteer Coordinator / Environmental Education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Reading Writing / Math Science / Arts in Education / Health / Hospitality / Financial Literacy / Legislation Advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014850
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1987
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29516
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015650
IRS990EZ/SpecialEventsNetIncomeLossAmt018303
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02192
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05995
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt031330
IRS990EZ/TotalProgramServiceExpensesAmt025353
IRS990EZ/TotalRevenueAmt026926
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.kincaidpta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06752
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016543
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031929
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050532
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033327
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058376
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt087103
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0299682
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0331611
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057284
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt074045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt089070
IRS990ScheduleA/Total509Grp/TotalAmt0331611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057284
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061342
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt074045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt089070
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0331611
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015650
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MixedBag
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015413
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08526
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015413
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08526
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033953
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018303
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06591
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015650
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03115
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05944
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 1,401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Expenses 25,353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Annual Incorporation Fee 30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Audit / Tax Preparation Fee 1,175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charge 485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ECCC Membership Dues 305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA Scholarships 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Liability Insurance 215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Presidents Fund 65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Deferred Revenues Beginning of year 2,192, End of year 5,995
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Cindy Smoak
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kincaid Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0KINC
ReturnHeader/Filer/EIN0237375468
ReturnHeader/Filer/PhoneNum07705787238
ReturnHeader/Filer/USAddress/AddressLine1Txt01410 Kincaid Road
ReturnHeader/Filer/USAddress/CityNm0Marietta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0300666434
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEPco Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03225 Shallowford Road Ste 910
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marietta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0300627029
ReturnHeader/PreparerPersonGrp/PhoneNum06782132918
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald E Potts CPA CGMA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-07-18T04:45:04-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

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Filings