Civic Intelligence

Keller Elementary PTA

990EZ • Fiscal year 2022 • EIN 26-0200895

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 29, 2022

Organization ProfileHELENKELLERPTA.NET
1505 N Campbell RoadRoyal Oak, MI 48067

(248) 542-6500

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

52nd percentile

6.1%

Higher net margin than 52% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

60th percentile

8.0%

Faster asset growth than 60% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

336%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$31,861

Up $2,369 (+8.0%) from 2021

Net Assets

Up

$31,861

Up $2,369 (+8.0%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$38,943

Up $30,003 (+336%) from 2021

Expenses

Up

$36,574

Up $15,274 (+72%) from 2021

Net Income

Up

$2,369

Up $14,729 (+119%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$60K$40K$20K$0Assets 2011: $28,864Net Assets 2011: $28,8642011Assets 2012: $1,258Net Assets 2012: $1,2582012Assets 2013: $12,454Net Assets 2013: $12,4542013Assets 2014: $9,130Net Assets 2014: $9,1302014Assets 2015: $17,063Net Assets 2015: $17,0632015Assets 2016: $26,890Net Assets 2016: $26,8902016Assets 2017: $51,661Net Assets 2017: $51,6612017Assets 2018: $30,922Net Assets 2018: $30,9222018Assets 2019: $40,063Net Assets 2019: $40,0632019Assets 2020: $41,852Net Assets 2020: $41,8522020Assets 2021: $29,492Net Assets 2021: $29,4922021Assets 2022: $31,861Net Assets 2022: $31,8612022Assets 2023: $41,075Net Assets 2023: $41,0752023Assets 2024: $51,167Net Assets 2024: $51,1672024Assets 2025: $56,421Net Assets 2025: $56,4212025

Highlighted filing

2022

Assets$31,861
Liabilities-
Net Assets$31,861
Open 2022 Filing

Operations Trend

Revenue Growth94th percentile

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

$100K$50K$0-$50KRevenue 2011: $44,262Expenses 2011: $46,259Net Income 2011: -$1,9972011Revenue 2012: $13,089Expenses 2012: $40,695Net Income 2012: -$27,6062012Revenue 2013: $44,745Expenses 2013: $33,550Net Income 2013: $11,1952013Revenue 2014: $43,579Expenses 2014: $46,903Net Income 2014: -$3,3242014Revenue 2015: $50,854Expenses 2015: $42,931Net Income 2015: $7,9232015Revenue 2016: $47,784Expenses 2016: $37,957Net Income 2016: $9,8272016Revenue 2017: $56,407Expenses 2017: $31,636Net Income 2017: $24,7712017Revenue 2018: $46,459Expenses 2018: $67,199Net Income 2018: -$20,7402018Revenue 2019: $58,970Expenses 2019: $49,829Net Income 2019: $9,1412019Revenue 2020: $43,832Expenses 2020: $42,043Net Income 2020: $1,7892020Revenue 2021: $8,940Expenses 2021: $21,300Net Income 2021: -$12,3602021Revenue 2022: $38,943Expenses 2022: $36,574Net Income 2022: $2,3692022Revenue 2023: $52,877Expenses 2023: $43,663Net Income 2023: $9,2142023Revenue 2024: $40,790Expenses 2024: $30,698Net Income 2024: $10,0922024Revenue 2025: $36,055Expenses 2025: $30,802Net Income 2025: $5,2532025

Highlighted filing

2022

Revenue$38,943
Expenses$36,574
Net Income$2,369
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 29, 2022
Return Version
2021v4.0
Gross Receipts
$52,254
Mission and Program Overview

Mission

Enhance and support childrens education.

Program Services

DescriptionGrantsExpenses
CURRICULAR ACTIVITIES SUCH AS EDUCATIONAL FIELD TRIPS, READING PROGRAMS AND CULTURAL EVENTS PROVIDED TO HELP SHAPE A MORE WELL ROUNDED STUDENT.-$20,282
SOCIAL ACTIVITIES SUCH AS DANCES, GRADUATION PARTIES AND HOLIDAY FESTIVALS PUT ON TO HELP SHAPE A MORE WELL ROUNDED STUDENT.-$1,184
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARIE HOOKERPresidentPT$0--
JEN MACKENZIESecretaryPT$0--
SARAH LUTZTreasurerPT$0--
ERIN ALEXANDERVP Membershi-$0--
AMANDA STIERVP Communica-$0--
JOHN STANISZEWSKIMember At La-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$25,784$25,784$1,198$24,586
Auction$5,286$5,286$627$4,659
Total Events$31,070$31,070$1,825$29,245
Filing and Contact Details

Filer

Filer Name
Keller Elementary Pta
EIN
26-0200895
Phone
2485426500
Address
1505 N CAMPBELL ROAD, ROYAL OAK, MI 48067

Signing Officer

Name
Sarah Lutz
Title
Treasurer
Phone
2489104102
Signed
2022-08-29

Preparer

Firm
O'BRIEN RIVAMONTE SLATE & SCHULTE PC
Address
25800 NORTHWESTERN HWY STE 1100, SOUTHFIELD, MI 48075
Preparer
Michael J Schulte
Phone
2483532800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses curricular activities 7,823 social activities 1,184 babysitting 150 membership 1,124 various - pta 1,940 kindergarten t shirts 532 council dues 700 printing costs 17 treasurer / accounting 526 charitable gift 12,459 website / social media 336 various service activity 2,996 staff appreciation 3,364 dei 3,423 total 36,574”

Raw XML Appendix150 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SARAH LUTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum02485426500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01505 N CAMPBELL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROYAL OAK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048067
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029492
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031861
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06506
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02369
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029492
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031861
IRS990EZ/FundraisingGrossIncomeAmt045748
IRS990EZ/GrossReceiptsAmt052254
IRS990EZ/GroupExemptionNum05017
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029492
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031861
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029492
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031861
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARIE HOOKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEN MACKENZIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH LUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMANDA STIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN STANISZEWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036574
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE AND SUPPORT CHILDRENS EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CURRICULAR ACTIVITIES SUCH AS EDUCATIONAL FIELD TRIPS, READING PROGRAMS AND CULTURAL EVENTS PROVIDED TO HELP SHAPE A MORE WELL ROUNDED STUDENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SOCIAL ACTIVITIES SUCH AS DANCES, GRADUATION PARTIES AND HOLIDAY FESTIVALS PUT ON TO HELP SHAPE A MORE WELL ROUNDED STUDENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020282
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11184
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013311
IRS990EZ/SpecialEventsNetIncomeLossAmt032437
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036574
IRS990EZ/TotalProgramServiceExpensesAmt021466
IRS990EZ/TotalRevenueAmt038943
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HELENKELLERPTA.NET
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06506
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt048567
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0217721
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt048567
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06506
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03260
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020249
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010777
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt048567
IRS990ScheduleA/TotalSupportAmt048572
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01825
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031070
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031070
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029245
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01825
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01198
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0627
IRS990ScheduleG/StatesWhereGamingConductedCd0MI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CURRICULAR ACTIVITIES 7,823 SOCIAL ACTIVITIES 1,184 BABYSITTING 150 MEMBERSHIP 1,124 VARIOUS - PTA 1,940 KINDERGARTEN T SHIRTS 532 COUNCIL DUES 700 PRINTING COSTS 17 TREASURER / ACCOUNTING 526 CHARITABLE GIFT 12,459 WEBSITE / SOCIAL MEDIA 336 VARIOUS SERVICE ACTIVITY 2,996 STAFF APPRECIATION 3,364 DEI 3,423 TOTAL 36,574
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH LUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02489104102
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELLER ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0260200895
ReturnHeader/Filer/PhoneNum02485426500
ReturnHeader/Filer/USAddress/AddressLine1Txt01505 N CAMPBELL ROAD
ReturnHeader/Filer/USAddress/CityNm0ROYAL OAK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383270278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'BRIEN RIVAMONTE SLATE & SCHULTE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025800 NORTHWESTERN HWY STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048075
ReturnHeader/PreparerPersonGrp/PhoneNum02483532800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J SCHULTE
ReturnHeader/ReturnTs02022-09-12T13:34:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUTZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,861
Liabilities
-
Net assets
$31,861
Revenue
$38,943
Expenses
$36,574
Net income
$2,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$56.4$56.4$36.1$30.8$5.25
2024Detailed filing. Detailed filing data is available for this year.$51.2$51.2$40.8$30.7$10.1
2023Detailed filing. Detailed filing data is available for this year.$41.1$41.1$52.9$43.7$9.21
2022Detailed filing. Detailed filing data is available for this year.$31.9$31.9$38.9$36.6$2.37
2021Detailed filing. Detailed filing data is available for this year.$29.5$29.5$8.94$21.3$12.4
2020Detailed filing. Detailed filing data is available for this year.$41.9$41.9$43.8$42.0$1.79
2019Detailed filing. Detailed filing data is available for this year.$40.1$40.1$59.0$49.8$9.14
2018Detailed filing. Detailed filing data is available for this year.$30.9$30.9$46.5$67.2$20.7
2017Detailed filing. Detailed filing data is available for this year.$51.7$51.7$56.4$31.6$24.8
2016Detailed filing. Detailed filing data is available for this year.$26.9$26.9$47.8$38.0$9.83
2015Detailed filing. Detailed filing data is available for this year.$17.1$17.1$50.9$42.9$7.92
2014Detailed filing. Detailed filing data is available for this year.$9.13$9.13$43.6$46.9$3.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$12.5$44.7$33.6$11.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$1.26$13.1$40.7$27.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.9$28.9$44.3$46.3$2.00