Civic Intelligence

Liberty Park Middle School PTO

990EZ • Fiscal year 2014 • EIN 26-4590666

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 22, 2014

17035 Liberty Parkway35242

(205) 402-5440

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

52nd percentile

4.0%

Higher net margin than 52% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

52nd percentile

3.0%

Faster asset growth than 52% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$39,333

Up $1,159 (+3.0%) from 2013

Net Assets

Up

$39,333

Up $1,159 (+3.0%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$28,683

Up $4,767 (+20%) from 2013

Expenses

Up

$27,524

Up $5,201 (+23%) from 2013

Net Income

Down

$1,159

Down $434 (-27%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $36,582Net Assets 2012: $36,5822012Assets 2013: $38,174Net Assets 2013: $38,1742013Assets 2014: $39,333Net Assets 2014: $39,3332014Assets 2015: $34,108Net Assets 2015: $34,1082015Assets 2016: $32,636Net Assets 2016: $32,6362016Assets 2017: $35,035Net Assets 2017: $35,0352017Assets 2018: $40,898Net Assets 2018: $40,8982018Assets 2019: $43,215Net Assets 2019: $43,2152019Assets 2020: $42,739Net Assets 2020: $42,7392020Assets 2021: $36,598Net Assets 2021: $36,5982021Assets 2022: $38,584Net Assets 2022: $38,5842022Assets 2023: $43,902Net Assets 2023: $43,9022023Assets 2024: $49,122Net Assets 2024: $49,1222024Assets 2025: $48,194Liabilities 2025: $3,493Net Assets 2025: $44,7012025

Highlighted filing

2014

Assets$39,333
Liabilities-
Net Assets$39,333

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $45,758Expenses 2012: $45,653Net Income 2012: $1052012Revenue 2013: $23,916Expenses 2013: $22,323Net Income 2013: $1,5932013Revenue 2014: $28,683Expenses 2014: $27,524Net Income 2014: $1,1592014Revenue 2015: $24,545Expenses 2015: $29,770Net Income 2015: -$5,2252015Revenue 2016: $24,079Expenses 2016: $25,551Net Income 2016: -$1,4722016Revenue 2017: $36,281Expenses 2017: $33,883Net Income 2017: $2,3982017Revenue 2018: $38,397Expenses 2018: $32,534Net Income 2018: $5,8632018Revenue 2019: $32,865Expenses 2019: $30,548Net Income 2019: $2,3172019Revenue 2020: $41,810Expenses 2020: $42,322Net Income 2020: -$5122020Revenue 2021: $46,035Expenses 2021: $52,174Net Income 2021: -$6,1392021Revenue 2022: $47,247Expenses 2022: $45,261Net Income 2022: $1,9862022Revenue 2023: $46,987Expenses 2023: $41,669Net Income 2023: $5,3182023Revenue 2024: $52,118Expenses 2024: $46,897Net Income 2024: $5,2212024Revenue 2025: $51,046Expenses 2025: $55,467Net Income 2025: -$4,4212025

Highlighted filing

2014

Revenue$28,683
Expenses$27,524
Net Income$1,159
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 22, 2014
Return Version
2013v3.1
Gross Receipts
$54,367
Mission and Program Overview

Mission

To support the students, faculty, parents, and staff through school activities that promote asademic achievement and encourage student enrichment.

Program Services

DescriptionGrantsExpenses
TO PROVIDE MATERIALS, SUPPLIES, AND EQUIPMENT FOR CLASSROOM SUPPORT-$21,583
FOR THE SUPPORT AND APPRECIATION OF THE TEACHERS/STAFF-$2,019
TO PROVIDE SUPPORT FOR SCHOOL-WIDE ENRICHMENT-$1,712
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACIE DUGASPresidentPT$0--
RACHEL FOWLERPresident El-$0--
ALLISON MILLERTreasurer El-$0--
ELIZABETH ABTSTreasurer-$0--
KELLI ESHELMANSecretary-$0--
TRACIE ZIEVERINKVP Registrat-$0--
KIMBERLY COOKVP Communica-$0--
SHEREEN ZAIDENVP Volunteer-$0--
BEL HARTParliamentar-$0--
Filing and Contact Details

Filer

EIN
26-4590666
Phone
2054025440

Signing Officer

Name
Elizabeth Abts
Title
Treasurer
Phone
2054025440
Signed
2014-09-22
Discuss with paid preparer
Yes

Preparer

Preparer
Michael J Jackson
Phone
2058222352
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses chamber of commerce dues 18 classroom needs/supplies 3,416 enrichment day expenses 746 hospitality 2,001 red ribbon week expense 149 teacher start up expense 10,725 pto accounting fees 800 pto membership dues- coun 593 pto administrative and su 124 newsletter 817 grants approved 4,687 guidance 255 media/technology center 2,500 pto discretionary fund 693 total 27,524

Form 990-ez, Part III

To support the students, faculty, parents, and staff through school activities that promote asademic achievement and encourage student enrichment.

Raw XML Appendix160 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0TRACIE DUGAS
CompensationExplanation/CompensationExplanationGrp/PersonNm1RACHEL FOWLER
CompensationExplanation/CompensationExplanationGrp/PersonNm2ALLISON MILLER
CompensationExplanation/CompensationExplanationGrp/PersonNm3ELIZABETH ABTS
CompensationExplanation/CompensationExplanationGrp/PersonNm4KELLI ESHELMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm5TRACIE ZIEVERINK
CompensationExplanation/CompensationExplanationGrp/PersonNm6KIMBERLY COOK
CompensationExplanation/CompensationExplanationGrp/PersonNm7SHEREEN ZAIDEN
CompensationExplanation/CompensationExplanationGrp/PersonNm8BEL HART
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH ABTS
IRS990EZ/BooksInCareOfDetail/PhoneNum02054025440
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1017035 LIBERTY PARKWAY
IRS990EZ/BooksInCareOfDetail/USAddress/City0VESTAVIA HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/State0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode035242
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038174
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039333
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013217
IRS990EZ/CostOfGoodsSoldAmt024659
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01159
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038174
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039333
IRS990EZ/FundraisingGrossIncomeAmt01025
IRS990EZ/GrossProfitLossSlsOfInvntryAmt013030
IRS990EZ/GrossReceiptsAmt054367
IRS990EZ/GrossSalesOfInventoryAmt037689
IRS990EZ/GroupExemptionNum05895
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt054
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02382
IRS990EZ/MethodOfAccountingOtherDesc0HYBRID
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038174
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039333
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039333
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACIE DUGAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHEL FOWLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLISON MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH ABTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLI ESHELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRACIE ZIEVERINK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KIMBERLY COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHEREEN ZAIDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BEL HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP REGISTRAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP VOLUNTEER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027524
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE STUDENTS, FACULTY, PARENTS, AND STAFF THROUGH SCHOOL ACTIVITIES THAT PROMOTE ASADEMIC ACHIEVEMENT AND ENCOURAGE STUDENT ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE MATERIALS, SUPPLIES, AND EQUIPMENT FOR CLASSROOM SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE SUPPORT FOR SCHOOL-WIDE ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FOR THE SUPPORT AND APPRECIATION OF THE TEACHERS/STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021583
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11712
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22019
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01025
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027524
IRS990EZ/TotalProgramServiceExpensesAmt025314
IRS990EZ/TotalRevenueAmt028683
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VESTAVIA.K12.AL.US/LIBERTYPARKMIDD
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0630590762
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt025314
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10VESTAVIA HILLS BOARD OF EDUCATION-LPMS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine20VESTAVIA HILLS BOARD OF EDUCATION- LPMS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt025314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHAMBER OF COMMERCE DUES 18 CLASSROOM NEEDS/SUPPLIES 3,416 ENRICHMENT DAY EXPENSES 746 HOSPITALITY 2,001 RED RIBBON WEEK EXPENSE 149 TEACHER START UP EXPENSE 10,725 PTO ACCOUNTING FEES 800 PTO MEMBERSHIP DUES- COUN 593 PTO ADMINISTRATIVE AND SU 124 NEWSLETTER 817 GRANTS APPROVED 4,687 GUIDANCE 255 MEDIA/TECHNOLOGY CENTER 2,500 PTO DISCRETIONARY FUND 693 TOTAL 27,524
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO SUPPORT THE STUDENTS, FACULTY, PARENTS, AND STAFF THROUGH SCHOOL ACTIVITIES THAT PROMOTE ASADEMIC ACHIEVEMENT AND ENCOURAGE STUDENT ENRICHMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH ABTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02054025440
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10LIBERTY PARK MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0264590666
ReturnHeader/Filer/PhoneNum02054025440
ReturnHeader/Filer/USAddress/AddressLine1017035 LIBERTY PARKWAY
ReturnHeader/Filer/USAddress/City0VESTAVIA HILLS
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode035242
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630916273
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JACKSON HOWARD & WHATLEY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10729 CHESTNUT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode035216
ReturnHeader/PreparerPersonGrp/PhoneNum02058222352
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J JACKSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-23T14:59:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$48.2$3.49$44.7$51.0$55.5$4.42
2024Detailed filing. Detailed filing data is available for this year.$49.1$49.1$52.1$46.9$5.22
2023Detailed filing. Detailed filing data is available for this year.$43.9$43.9$47.0$41.7$5.32
2022Detailed filing. Detailed filing data is available for this year.$38.6$38.6$47.2$45.3$1.99
2021Detailed filing. Detailed filing data is available for this year.$36.6$36.6$46.0$52.2$6.14
2020Detailed filing. Detailed filing data is available for this year.$42.7$42.7$41.8$42.3$0.51
2019Detailed filing. Detailed filing data is available for this year.$43.2$43.2$32.9$30.5$2.32
2018Detailed filing. Detailed filing data is available for this year.$40.9$40.9$38.4$32.5$5.86
2017Detailed filing. Detailed filing data is available for this year.$35.0$35.0$36.3$33.9$2.40
2016Detailed filing. Detailed filing data is available for this year.$32.6$32.6$24.1$25.6$1.47
2015Detailed filing. Detailed filing data is available for this year.$34.1$34.1$24.5$29.8$5.23
2014Detailed filing. Detailed filing data is available for this year.$39.3$39.3$28.7$27.5$1.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.2$38.2$23.9$22.3$1.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.6$36.6$45.8$45.7$0.11