Civic Intelligence

Travis Ranch School PTA Ca Congress of Parents & Teachers Inc

990 • Fiscal year 2023 • EIN 33-0224464

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 26, 2023

Organization Profiletravisranchpta.org

Refreshing map…

5200 Via de la EscuelaYorba Linda, CA 92887

(714) 986-7460

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

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

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.

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

Asset Growth

79th percentile

30%

Faster asset growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

2.3%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$155,630

Up $36,096 (+30%) from 2022

Net Assets

Up

$155,630

Up $36,096 (+30%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin68th percentile

Revenue

Up

$240,478

Up $5,511 (+2.3%) from 2022

Expenses

Up

$204,382

Up $35,561 (+21%) from 2022

Net Income

Down

$36,096

Down $30,050 (-45%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$200K$150K$100K$50K$0Assets 2014: $43,661Net Assets 2014: $43,6612014Assets 2015: $32,502Net Assets 2015: $32,5022015Assets 2016: $50,062Liabilities 2016: $0Net Assets 2016: $50,0622016Assets 2018: $70,881Liabilities 2018: $0Net Assets 2018: $70,8812018Assets 2019: $84,556Liabilities 2019: $0Net Assets 2019: $84,5562019Assets 2020: $113,699Liabilities 2020: $0Net Assets 2020: $113,6992020Assets 2021: $53,388Net Assets 2021: $53,3882021Assets 2022: $119,534Liabilities 2022: $0Net Assets 2022: $119,5342022Assets 2023: $155,630Liabilities 2023: $0Net Assets 2023: $155,6302023Assets 2024: $83,463Liabilities 2024: $0Net Assets 2024: $83,4632024Assets 2025: $134,224Liabilities 2025: $0Net Assets 2025: $134,2242025

Highlighted filing

2023

Assets$155,630
Liabilities$0
Net Assets$155,630
Open 2023 Filing

Operations Trend

Revenue Growth47th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $127,229Expenses 2014: $123,451Net Income 2014: $3,7782014Revenue 2015: $129,023Expenses 2015: $140,182Net Income 2015: -$11,1592015Revenue 2016: $181,407Expenses 2016: $163,847Net Income 2016: $17,5602016Revenue 2018: $252,416Expenses 2018: $229,021Net Income 2018: $23,3952018Revenue 2019: $252,453Expenses 2019: $238,778Net Income 2019: $13,6752019Revenue 2020: $192,265Expenses 2020: $163,122Net Income 2020: $29,1432020Revenue 2021: $19,775Expenses 2021: $80,086Net Income 2021: -$60,3112021Revenue 2022: $234,967Expenses 2022: $168,821Net Income 2022: $66,1462022Revenue 2023: $240,478Expenses 2023: $204,382Net Income 2023: $36,0962023Revenue 2024: $224,051Expenses 2024: $296,218Net Income 2024: -$72,1672024Revenue 2025: $250,880Expenses 2025: $200,119Net Income 2025: $50,7612025

Highlighted filing

2023

Revenue$240,478
Expenses$204,382
Net Income$36,096
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 26, 2023
Return Version
2022v5.0
Gross Receipts
$297,089
Mission and Program Overview

Mission

The organization's purpose is to provide services, equipment and educational programs in support and promotion of quality education and pride in our school and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$119,534$155,630▲ $36,096
Cap Stk Tr Prin Current Funds$119,534$155,630▲ $36,096
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$119,534$155,630▲ $36,096
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$119,534$155,630▲ $36,096
Total Liabilities and Net Assets / Fund Balance$119,534$155,630▲ $36,096
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Stacy StemPresident
Robert KnowlesAuditor
Megan LycettFin. Secretary
Lara BentleyHistorian
Erica JohnsonParliamentarian
Caley WhiteRecording Sec'y
Suprea SandhuTreasurer
Shelly HolcombVP Elementary
Kelly Saint-OngeVP Middle Sch.
Bree VoyageVP MS Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$3,265
Program Service Revenue
$132,026
Investment Income
$22
Other Revenue
$105,165
All Other Contributions
$3,265
Change in Net Assets
$36,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$202,182
Grants and Similar Amounts Paid$2,200
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$82,005$4,425-$86,430
Other Expenses$22,257--$22,257
Grants to Domestic Individuals$2,200--$2,200
Total Functional Expenses$199,957$4,425$0$204,382
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$161,776
Fundraising Direct Expenses$56,611
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$88,647$88,647$11,735$76,912
Middle School Fundraiser$32,934$32,934$18,749$14,185
Total Events$156,282$156,282$57,724$98,558
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The PTA Board consists of 12 officers. There are also volunteers who coordinate various aspects of the PTA activities, in addition to other parent volunteers in selected capacities.”

Form 990, Part VI, Section B, Line 11B

“The IRS Form 990 is received from the tax preparer and reviewed by members of the governing board before it is signed by an officer and submitted to the IRS.”

Form 990, Part VI, Section B, Line 12C

“Each Board member signs a PTA Conflict of Interest/Whistleblower agreement. We do not have any payroll.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available for review by board members, school administrators, teachers, parents and the public upon request and financial reports are available for review at monthly meetings of the organization.”

Filing and Contact Details

Filer

Filer Name
PTA Travis Ranch School
EIN
33-0224464
Phone
7149867460
Address
5200 Via de la Escuela, Yorba Linda, CA 92887

Signing Officer

Name
Stacy Stem
Title
President
Signed
2023-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacy Stem
Legal Domicile
CA
Voting Board Members
337
Independent Board Members
337
Employees
0
Volunteers
700

Preparer

Firm
Lisa L Coryell CPA
Address
3770 Black Pine, Yorba Linda, CA 92886
Preparer
Lisa L Coryell CPA
Phone
7147450100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“8th Grade Programs: Column (A) - Total = $13653; Column (B) - Program Services = $13653; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Admin/Operating Exp: Column (A) - Total = $2938; Column (B) - Program Services = $0; Column (C) - Management & General = $2938; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Assemblies-Meet the Masters: Column (A) - Total = $2336; Column (B) - Program Services = $2336; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Campus Beautification: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Career Day-Middle School: Column (A) - Total = $1229; Column (B) - Program Services = $1229; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Carnival: Column (A) - Total = $11936; Column (B) - Program Services = $11936; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Classroom Magazine Subscript.: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Education Enrichment: Column (A) - Total = $3973; Column (B) - Program Services = $3973; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Grade Level Funds: Column (A) - Total = $19245; Column (B) - Program Services = $19245; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Insurance: Column (A) - Total = $272; Column (B) - Program Services = $0; Column (C) - Management & General = $272; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Memory/Year Book: Column (A) - Total = $2916; Column (B) - Program Services = $2916; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Music Program: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Other School Projects: Column (A) - Total = $7346; Column (B) - Program Services = $7346; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PYLUC Expense: Column (A) - Total = $200; Column (B) - Program Services = $0; Column (C) - Management & General = $200; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Reading Programs: Column (A) - Total = $694; Column (B) - Program Services = $694; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Registry of Charitable Trusts: Column (A) - Total = $100; Column (B) - Program Services = $0; Column (C) - Management & General = $100; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Spirit Wear: Column (A) - Total = $9855; Column (B) - Program Services = $9855; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Staff Appreciation/Hospitality: Column (A) - Total = $4976; Column (B) - Program Services = $4976; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Tax Preparation Fees: Column (A) - Total = $915; Column (B) - Program Services = $0; Column (C) - Management & General = $915; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Teacher/School Grants: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Website/AERIES Parent Square: Column (A) - Total = $3846; Column (B) - Program Services = $3846; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7VP MS Programs
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The organization's purpose is to provide services, equipment and educational programs in support and promotion of quality education and pride in our school and community.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0119534
IRS990/NetAssetsOrFundBalancesEOYAmt0155630
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0105165
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc05th Grade programs
IRS990/OtherExpensesGrp/Desc1Gifts to School
IRS990/OtherExpensesGrp/Desc2Other Program Service Exp
IRS990/OtherExpensesGrp/Desc3School Play
IRS990/OtherExpensesGrp/ProgramServicesAmt036826
IRS990/OtherExpensesGrp/ProgramServicesAmt131208
IRS990/OtherExpensesGrp/ProgramServicesAmt225461
IRS990/OtherExpensesGrp/ProgramServicesAmt322257
IRS990/OtherExpensesGrp/TotalAmt036826
IRS990/OtherExpensesGrp/TotalAmt131208
IRS990/OtherExpensesGrp/TotalAmt225461
IRS990/OtherExpensesGrp/TotalAmt322257
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Stacy Stem
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc05th Grade Activities
IRS990/ProgramServiceRevenueGrp/Desc18th Grade Promotion/Celeb
IRS990/ProgramServiceRevenueGrp/Desc2Carnival
IRS990/ProgramServiceRevenueGrp/Desc3School Play
IRS990/ProgramServiceRevenueGrp/Desc4Spirit Wear
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt038797
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116041
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt216047
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt341159
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt49384
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt038797
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116041
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt216047
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt341159
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt49384
IRS990/ProgSrvcAccomActy2Grp/Desc0School projects and programs, including classroom materials, reading, music, art and other learning programs, teacher conference training, hospitality and other programs.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt043509
IRS990/ProgSrvcAccomActy3Grp/Desc0Gifts to the school.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt031208
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07353
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02250
IRS990/PYInvestmentIncomeAmt015
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0166571
IRS990/PYOtherRevenueAmt0120318
IRS990/PYProgramServiceRevenueAmt0107281
IRS990/PYRevenuesLessExpensesAmt066146
IRS990/PYTotalExpensesAmt0168821
IRS990/PYTotalRevenueAmt0234967
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt036096
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0132026
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0681
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04831
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021505
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0293802
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0282105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt019154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0231066
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0303776
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01129903
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt072
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt01151408
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0297067
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0289458
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019835
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0235897
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0309151
IRS990ScheduleA/Total509Grp/TotalAmt01151408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0297089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0289473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt019845
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0235910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0309163
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01151480
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt091683
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt084707
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0Booster Enterprises
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt06976
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt01040 Old Alabama Conn Rd
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0Alpharetta
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd030022
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt057724
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Middle School Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt088647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt034701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0156282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt088647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt032934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt034701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0156282
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt098558
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt027240
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt057724
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011735
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018749
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt091683
IRS990ScheduleG/TotalNetToOrganizationAmt084707
IRS990ScheduleG/TotalRetainedByContractorsAmt06976
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTA Board consists of 12 officers. There are also volunteers who coordinate various aspects of the PTA activities, in addition to other parent volunteers in selected capacities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The IRS Form 990 is received from the tax preparer and reviewed by members of the governing board before it is signed by an officer and submitted to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each Board member signs a PTA Conflict of Interest/Whistleblower agreement. We do not have any payroll.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents are available for review by board members, school administrators, teachers, parents and the public upon request and financial reports are available for review at monthly meetings of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt48th Grade Programs: Column (A) - Total = $13653; Column (B) - Program Services = $13653; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Admin/Operating Exp: Column (A) - Total = $2938; Column (B) - Program Services = $0; Column (C) - Management & General = $2938; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Assemblies-Meet the Masters: Column (A) - Total = $2336; Column (B) - Program Services = $2336; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Campus Beautification: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Career Day-Middle School: Column (A) - Total = $1229; Column (B) - Program Services = $1229; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Carnival: Column (A) - Total = $11936; Column (B) - Program Services = $11936; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$155,630
Liabilities
$0
Net assets
$155,630
Revenue
$240,478
Expenses
$204,382
Net income
$36,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$2.51$2.00$0.51
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$2.24$2.96$0.72
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$2.40$2.04$0.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$2.35$1.69$0.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.53$0.20$0.80$0.60
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$1.92$1.63$0.29
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$2.52$2.39$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$2.52$2.29$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.81$1.64$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.33$1.29$1.40$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.27$1.23$0.04