Civic Intelligence

PTO of Hall-Kent Elementary

990EZ • Fiscal year 2016 • EIN 27-3363080

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization ProfileN/A
5501 Highway 280Birmingham, AL 35242

(205) 991-3600

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

70th percentile

14%

Higher net margin than 70% 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

88th percentile

70%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$23,594

Up $9,691 (+70%) from 2015

Net Assets

Up

$23,594

Up $9,691 (+70%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin70th percentile

Revenue

Up

$69,530

Up $7,185 (+12%) from 2015

Expenses

Down

$59,839

Down $1,355 (-2.2%) from 2015

Net Income

Up

$9,691

Up $8,540 (+742%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$80K$60K$40K$20K$0Assets 2013: $18,217Net Assets 2013: $18,2172013Assets 2014: $12,752Net Assets 2014: $12,7522014Assets 2015: $13,903Liabilities 2015: $0Net Assets 2015: $13,9032015Assets 2016: $23,594Liabilities 2016: $0Net Assets 2016: $23,5942016Assets 2017: $23,594Liabilities 2017: $0Net Assets 2017: $23,5942017Assets 2024: $68,170Liabilities 2024: $0Net Assets 2024: $68,1702024Assets 2025: $38,786Liabilities 2025: $0Net Assets 2025: $38,7862025

Highlighted filing

2016

Assets$23,594
Liabilities$0
Net Assets$23,594
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

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

$200K$100K$0-$100KRevenue 2013: $55,349Expenses 2013: $50,828Net Income 2013: $4,5212013Revenue 2014: $57,059Expenses 2014: $62,524Net Income 2014: -$5,4652014Revenue 2015: $62,345Expenses 2015: $61,194Net Income 2015: $1,1512015Revenue 2016: $69,530Expenses 2016: $59,839Net Income 2016: $9,6912016Revenue 2017: $69,530Expenses 2017: $59,839Net Income 2017: $9,6912017Revenue 2024: $127,170Expenses 2024: $132,327Net Income 2024: -$5,1572024Revenue 2025: $146,550Expenses 2025: $175,934Net Income 2025: -$29,3842025

Highlighted filing

2016

Revenue$69,530
Expenses$59,839
Net Income$9,691
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v3.0
Gross Receipts
$89,109
Mission and Program Overview

Mission

To operate a parent-teacher organization

Program Services

DescriptionGrantsExpenses
PROVIDE GRANTS TO TEACHERS$51,467-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANA SANDERSPresidentPT$0--
SHELLEY BONDURANTVice President-$0--
HEATHER MCKITTRICKTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festiva$70,901$70,901$19,579$51,322
Total Events$70,901$70,901$19,579$51,322
Filing and Contact Details

Filer

Filer Name
Pto of Hall-kent Elementary
EIN
27-3363080
Address
5501 HIGHWAY 280, BIRMINGHAM, AL 35242

Signing Officer

Name
Heather Mckittrick
Title
President
Phone
2059913600
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ellison CPA PC
Address
5501 Hway 280 Ste 107, Birmingham, AL 35242
Preparer
Wendy P Ellison
Phone
2059913600
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amounttarget redcard proceeds 439restaurant night 130box tops 1,250”

List of grants and similar amounts paid Part I line 10

“Activity provide grants to teacers amount 51,467”

Description of other expenses Part I line 16

“Description amountoperating expenses 8,372”

Raw XML Appendix147 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/PersonNm0WENDY P ELLISON
IRS990EZ/BooksInCareOfDetail/PhoneNum02059913600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05501 HIGHWAY 280 SUITE 107
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035242
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012936
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021639
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09691
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013903
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023594
IRS990EZ/FundraisingGrossIncomeAmt070901
IRS990EZ/GrantsAndSimilarAmountsPaidAmt051467
IRS990EZ/GrossReceiptsAmt089109
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02927
IRS990EZ/LandAndBuildingsGrp/BOYAmt0967
IRS990EZ/LandAndBuildingsGrp/EOYAmt01955
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01665
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013903
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023594
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013903
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023594
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANA SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELLEY BONDURANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER MCKITTRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt08372
IRS990EZ/OtherRevenueTotalAmt01819
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO OPERATE A PARENT-TEACHER ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt011797
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE GRANTS TO TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt051467
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019579
IRS990EZ/SpecialEventsNetIncomeLossAmt051322
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059839
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt069530
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013462
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017198
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057591
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02927
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02927
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02927
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02927
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt057591
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07089
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt017198
IRS990ScheduleA/Total509Grp/TotalAmt057591
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016389
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt017198
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt060518
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019579
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FESTIVA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt070901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt070901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt070901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt070901
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt051322
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019579
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019579
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTTARGET REDCARD PROCEEDS 439RESTAURANT NIGHT 130BOX TOPS 1,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY PROVIDE GRANTS TO TEACERS AMOUNT 51,467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTOPERATING EXPENSES 8,372
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER MCKITTRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02059913600
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTO OF HALL-KENT ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTOH
ReturnHeader/Filer/EIN0273363080
ReturnHeader/Filer/USAddress/AddressLine1Txt05501 HIGHWAY 280
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035242
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201049272
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ellison CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05501 Hway 280 Ste 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Birmingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035242
ReturnHeader/PreparerPersonGrp/PhoneNum02059913600
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wendy P Ellison
ReturnHeader/ReturnTs02017-05-15T16:31:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,594
Liabilities
$0
Net assets
$23,594
Revenue
$69,530
Expenses
$59,839
Net income
$9,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$1.47$1.76$0.29
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$1.27$1.32$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.70$0.60$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.70$0.60$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.62$0.61$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.57$0.63$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.18$0.55$0.51$0.05