Civic Intelligence

Keller Elementary PTA

990EZ • Fiscal year 2023 • EIN 26-0200895

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 04, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2023

Asset Growth

45th percentile

-0.6%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Revenue Growth

52nd percentile

6.5%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$41,075

Up $9,214 (+29%) from 2022

Net Assets

Up

$41,075

Up $9,214 (+29%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Up

$52,877

Up $13,934 (+36%) from 2022

Expenses

Up

$43,663

Up $7,089 (+19%) from 2022

Net Income

Up

$9,214

Up $6,845 (+289%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2023

Assets$41,075
Liabilities-
Net Assets$41,075
Open 2023 Filing

Operations Trend

Revenue Growth52nd 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

2023

Revenue$52,877
Expenses$43,663
Net Income$9,214
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 4, 2023
Return Version
2022v5.0
Gross Receipts
$72,675
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.-$21,463
SOCIAL ACTIVITIES SUCH AS DANCES, GRADUATION PARTIES AND HOLIDAY FESTIVALS PUT ON TO HELP SHAPE A MORE WELL ROUNDED STUDENT.-$6,347
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARIE HOOKERPresidentPT$0--
JENNIFER BROWNSecretaryPT$0--
SARAH LUTZTreasurerPT$0--
MELISSA BERRYVP Membershi-$0--
JENNIFER STREAMERVP Communica-$0--
CHARITY GINGELLMember At La-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$29,838$29,838$3,756$26,082
Auction$8,614$8,614$446$8,168
Total Events$38,452$38,452$4,202$34,250
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
2023-08-04

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 12,908 social activities 6,347 babysitting 190 membership 1,641 various - pta 5,920 kindergarten t shirts 405 council dues 742 printing costs 35 treasurer / accounting 457 charitable gift 8,555 website / social media 318 various service activity 740 staff appreciation 4,505 dei 900 total 43,663”

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/BOYAmt031861
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041075
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016385
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09214
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031861
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041075
IRS990EZ/FundraisingGrossIncomeAmt056290
IRS990EZ/GrossReceiptsAmt072675
IRS990EZ/GroupExemptionNum05017
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031861
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041075
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031861
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041075
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/PersonNm1JENNIFER BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH LUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER STREAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHARITY GINGELL
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/OtherExpensesTotalAmt043663
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/ProgramServiceExpensesAmt021463
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16347
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019798
IRS990EZ/SpecialEventsNetIncomeLossAmt036492
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043663
IRS990EZ/TotalProgramServiceExpensesAmt027810
IRS990EZ/TotalRevenueAmt052877
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HELENKELLERPTA.NET
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016385
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06506
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt054175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0216890
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt054175
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016385
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06506
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03260
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020249
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt054175
IRS990ScheduleA/TotalSupportAmt054176
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04202
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08614
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038452
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08614
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038452
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034250
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04202
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03756
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0446
IRS990ScheduleG/StatesWhereGamingConductedCd0MI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CURRICULAR ACTIVITIES 12,908 SOCIAL ACTIVITIES 6,347 BABYSITTING 190 MEMBERSHIP 1,641 VARIOUS - PTA 5,920 KINDERGARTEN T SHIRTS 405 COUNCIL DUES 742 PRINTING COSTS 35 TREASURER / ACCOUNTING 457 CHARITABLE GIFT 8,555 WEBSITE / SOCIAL MEDIA 318 VARIOUS SERVICE ACTIVITY 740 STAFF APPRECIATION 4,505 DEI 900 TOTAL 43,663
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/SignatureDt02023-08-04
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J SCHULTE
ReturnHeader/ReturnTs02023-09-05T15:13:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUTZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,075
Liabilities
-
Net assets
$41,075
Revenue
$52,877
Expenses
$43,663
Net income
$9,214
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