Civic Intelligence

PTA Georgia Congress

990EZ • Fiscal year 2024 • EIN 23-7375468

Jun 01, 2023 to May 31, 2024 • Filed on Jul 16, 2024

Organization Profilewww.kincaidpta.org
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

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

89th percentile

77%

Faster asset growth than 89% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

13%

Faster revenue growth than 62% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$12,318

Up $5,348 (+77%) from 2023

Net Assets

Up

$12,318

Up $5,348 (+77%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$17,698

Up $2,061 (+13%) from 2023

Expenses

Down

$12,563

Down $2,439 (-16%) from 2023

Net Income

Up

$5,135

Up $4,500 (+709%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

2024

Assets$12,318
Liabilities-
Net Assets$12,318
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

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

2024

Revenue$17,698
Expenses$12,563
Net Income$5,135
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Jul 16, 2024
Return Version
2023v5.1
Gross Receipts
$18,763
Mission and Program Overview

Mission

Support and Enhance Education at Kincaid Elementary

Program Services

DescriptionGrantsExpenses
Reading Writing / Math Science / Arts in Education / Health / Hospitality / Financial Literacy / Legislation Advocacy-$7,537
Membership / Kincaid School Support / Meet Greet / Website / Special Services / Reflections-$2,197
Character Education / Family Engagement / Diversity / Community Outreach / Room Representative / Volunteer Coordinator / Environmental Education-$1,355
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jenna GriffinCo-PresidentPT$0--
Megan BohrerVice PresidentPT$0--
Alberta HamiltonVice PresidentPT$0--
Christine ConklinVice PresidentPT$0--
Erika MontoyaTreasurerPT$0--
Emily CargillSecretaryPT$0--
Nikkia ValazquezParliamentarianPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Erika Montoya
Title
Treasurer
Signed
2024-07-16
Discuss with paid preparer
Yes

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

“Program Expenses 11,090”

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

“Annual Incorporation Fee 30”

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

“Bank Charges 160”

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

“ECCC Membership Dues 292”

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

“PTA Scholarships 70”

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

“Liability Insurance 285”

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

“Presidents Fund 86”

Form 990-EZ, Part I, Line 20, Net Assets

“Change in Deferred Revenue 213”

Raw XML Appendix176 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/PersonNm0Current Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum07705787238
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01410 Kincaid Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Marietta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0300666434
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06970
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012318
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010938
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05135
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06970
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IRS990EZ/FundraisingGrossIncomeAmt01910
IRS990EZ/GrossProfitLossSlsOfInvntryAmt03603
IRS990EZ/GrossReceiptsAmt018763
IRS990EZ/GrossSalesOfInventoryAmt03603
IRS990EZ/GroupExemptionNum01595
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02312
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012318
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jenna Griffin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Megan Bohrer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alberta Hamilton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Christine Conklin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Erika Montoya
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Emily Cargill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Nikkia Valazquez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0213
IRS990EZ/OtherExpensesTotalAmt012013
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support and Enhance Education at Kincaid Elementary
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/ProgramServiceExpensesAmt02197
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11355
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27537
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01065
IRS990EZ/SpecialEventsNetIncomeLossAmt0845
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt012563
IRS990EZ/TotalProgramServiceExpensesAmt011089
IRS990EZ/TotalRevenueAmt017698
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.kincaidpta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012547
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011033
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07799
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04947
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt049576
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05513
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03964
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02517
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010345
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt032297
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt081873
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt017757
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015292
IRS990ScheduleA/Total509Grp/TotalAmt081873
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt017757
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt015292
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt081873
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Expenses 11,090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annual Incorporation Fee 30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Charges 160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ECCC Membership Dues 292
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA Scholarships 70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Liability Insurance 285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Presidents Fund 86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Change in Deferred Revenue 213
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 20, Net Assets
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Erika Montoya
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kincaid Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0KINC
ReturnHeader/Filer/EIN0237375468
ReturnHeader/Filer/USAddress/AddressLine1Txt01410 Kincaid Road
ReturnHeader/Filer/USAddress/CityNm0Marietta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0300666434
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582209198
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/PreparationDt02024-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald E Potts CPA CGMA
ReturnHeader/ReturnTs02024-07-17T08:57:26-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Erika
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Montoya
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,318
Liabilities
-
Net assets
$12,318
Revenue
$17,698
Expenses
$12,563
Net income
$5,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.3$12.3$17.7$12.6$5.14
2023Detailed filing. Detailed filing data is available for this year.$6.97$6.97$15.6$15.0$0.64
2022Detailed filing. Detailed filing data is available for this year.$5.25$5.25$11.3$15.8$4.44
2021Detailed filing. Detailed filing data is available for this year.$9.53$9.53$9.88$11.8$1.89
2020Detailed filing. Detailed filing data is available for this year.$11.4$11.4$6.66$9.70$3.05
2019Detailed filing. Detailed filing data is available for this year.$14.5$14.5$7.86$16.0$8.18
2018Detailed filing. Detailed filing data is available for this year.$22.6$22.6$23.0$22.8$0.22
2017Detailed filing. Detailed filing data is available for this year.$22.9$0.45$22.4$45.9$31.7$14.2
2016Detailed filing. Detailed filing data is available for this year.$14.3$6.00$8.26$26.9$31.3$4.40
2015Detailed filing. Detailed filing data is available for this year.$14.9$2.19$12.7$24.5$33.8$9.30