Civic Intelligence

Ptsa Michigan Congress of Parents Teachers and Students

990EZ • Fiscal year 2023 • EIN 38-2836908

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 18, 2023

Organization ProfileHUGGER ELEMENTARY PTA
5050 Sheldon RoadRochester, MI 48306

(248) 593-9251

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

22nd percentile

-16%

Higher net margin than 22% 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

16th percentile

-34%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$28,584

Down $14,944 (-34%) from 2022

Net Assets

Down

$28,584

Down $14,944 (-34%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin22nd percentile

Revenue

Down

$95,815

Down $12,341 (-11%) from 2022

Expenses

Down

$110,759

Down $4,152 (-3.6%) from 2022

Net Income

Down

-$14,944

Down $8,189 (-121%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$60K$40K$20K$0Assets 2011: $28,871Liabilities 2011: $02011Assets 2012: $41,355Liabilities 2012: $02012Assets 2013: $20,008Liabilities 2013: $02013Assets 2014: $29,260Liabilities 2014: $02014Assets 2015: $41,779Liabilities 2015: $02015Assets 2016: $44,914Liabilities 2016: $02016Assets 2017: $32,949Liabilities 2017: $02017Assets 2018: $43,192Liabilities 2018: $02018Assets 2019: $49,397Liabilities 2019: $0Net Assets 2019: $49,3972019Assets 2020: $50,283Liabilities 2020: $0Net Assets 2020: $50,2832020Assets 2021: $50,283Liabilities 2021: $0Net Assets 2021: $50,2832021Assets 2022: $43,528Liabilities 2022: $0Net Assets 2022: $43,5282022Assets 2023: $28,584Liabilities 2023: $0Net Assets 2023: $28,5842023Assets 2024: $12,213Liabilities 2024: $0Net Assets 2024: $12,2132024Assets 2025: $6,322Net Assets 2025: $6,3222025

Highlighted filing

2023

Assets$28,584
Liabilities$0
Net Assets$28,584
Open 2023 Filing

Operations Trend

Revenue Growth32nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $32,022Expenses 2011: $28,466Net Income 2011: $3,5562011Revenue 2012: $36,906Expenses 2012: $24,422Net Income 2012: $12,4842012Revenue 2013: $18,701Expenses 2013: $40,028Net Income 2013: -$21,3272013Revenue 2014: $42,647Expenses 2014: $33,395Net Income 2014: $9,2522014Revenue 2015: $26,998Expenses 2015: $13,249Net Income 2015: $13,7492015Revenue 2016: $50,890Expenses 2016: $47,755Net Income 2016: $3,1352016Revenue 2017: $83,653Expenses 2017: $95,618Net Income 2017: -$11,9652017Revenue 2018: $92,201Expenses 2018: $81,958Net Income 2018: $10,2432018Revenue 2019: $99,655Expenses 2019: $94,962Net Income 2019: $4,6932019Revenue 2020: $87,617Expenses 2020: $86,731Net Income 2020: $8862020Revenue 2021: $39,916Expenses 2021: $39,916Net Income 2021: $02021Revenue 2022: $108,156Expenses 2022: $114,911Net Income 2022: -$6,7552022Revenue 2023: $95,815Expenses 2023: $110,759Net Income 2023: -$14,9442023Revenue 2024: $86,059Expenses 2024: $102,430Net Income 2024: -$16,3712024Revenue 2025: $92,448Expenses 2025: $98,339Net Income 2025: -$5,8912025

Highlighted filing

2023

Revenue$95,815
Expenses$110,759
Net Income-$14,944
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 18, 2023
Return Version
2022v5.0
Gross Receipts
$95,815
Mission and Program Overview

Mission

Elementary student and teacher support in the pursuit of quality education for students. Support in providing learning tools , supplies and support all other child growth activities.

Elementary student and teacher support in the pursuit of quality education for students.virtual technology, support in providing learning tools , supplies and support all other child growth activities.

Program Services

DescriptionGrantsExpenses
TEACHER SUPPORT, MUSICAL INSTRUMENTS, ART GRANTS, BOOKS AND SUBSCRIPTIONS--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDY OLSENTreasurer-$0--
JENNY ZECHVP Of Member-$0--
DEANNA STEPPVP Of Enrich-$0--
KATIE WOOLSEYVP Fundraisi-$0--
KATY MASONVP Of Commun-$0--
ABBY BARBUTOSecretary-$0--
CHRISTINA LOSHKREFFPresident-$0--
Filing and Contact Details

Filer

Filer Name
Hugger Elementart Pta
EIN
38-2836908
Address
5050 SHELDON ROAD, ROCHESTER, MI 48306

Signing Officer

Name
Deanna Stepp
Title
VP of Enrichments
Phone
5172300091
Signed
2023-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Simon Campbell Trenkamp Pc
Address
7013 ORCHARD LAKE ROAD SUITE 115, WEST BLOOMFIELD, MI 48322
Preparer
Norman N Berry Ea
Phone
2487374300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 5,500 office 1,591 other expenses 69,401 total 76,492”

Form 990-ez, Part II, Line 24

“Accounts rec 0 0 total 0 0”

Form 990-ez, Part III

“Elementary student and teacher support in the pursuit of quality education for students.virtual technology, support in providing learning tools , supplies and support all other child growth activities.”

Raw XML Appendix156 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/PersonNm0DEANNA STEPP
IRS990EZ/BooksInCareOfDetail/PhoneNum02485939251
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03322 ROYAL BERKSHIRE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKLAND TOWNSHIP
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048306
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043528
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028584
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02710
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14944
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010950
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043528
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028584
IRS990EZ/GrossReceiptsAmt095815
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043528
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028584
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043528
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028584
IRS990EZ/OccupancyRentUtltsAndMaintAmt015900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDY OLSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNY ZECH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEANNA STEPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE WOOLSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATY MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ABBY BARBUTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISTINA LOSHKREFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF ENRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF COMMUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt076492
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY STUDENT AND TEACHER SUPPORT IN THE PURSUIT OF QUALITY EDUCATION FOR STUDENTS.VIRTUAL TECHNOLOGY, SUPPORT IN PROVIDING LEARNING TOOLS , SUPPLIES AND SUPPORT ALL OTHER CHILD GROWTH ACTIVITIES.
IRS990EZ/PrintingPublicationsPostageAmt07417
IRS990EZ/ProgramServiceRevenueAmt093105
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER SUPPORT, MUSICAL INSTRUMENTS, ART GRANTS, BOOKS AND SUBSCRIPTIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0110759
IRS990EZ/TotalRevenueAmt095815
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HUGGER ELEMENTARY PTA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014960
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014745
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064710
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt095815
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt084662
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0296333
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt028110
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt038110
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0399153
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0110775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt079000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087617
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt081845
IRS990ScheduleA/Total509Grp/TotalAmt0399153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0110775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt079000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt039916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt087617
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt081845
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0399153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 5,500 OFFICE 1,591 OTHER EXPENSES 69,401 TOTAL 76,492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS REC 0 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ELEMENTARY STUDENT AND TEACHER SUPPORT IN THE PURSUIT OF QUALITY EDUCATION FOR STUDENTS.VIRTUAL TECHNOLOGY, SUPPORT IN PROVIDING LEARNING TOOLS , SUPPLIES AND SUPPORT ALL OTHER CHILD GROWTH ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEANNA STEPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF ENRICHMENTS
ReturnHeader/BusinessOfficerGrp/PhoneNum05172300091
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUGGER ELEMENTART PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HUGGER ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0HUGG
ReturnHeader/Filer/EIN0382836908
ReturnHeader/Filer/USAddress/AddressLine1Txt05050 SHELDON ROAD
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048306
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475155305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMON CAMPBELL TRENKAMP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07013 ORCHARD LAKE ROAD SUITE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST BLOOMFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048322
ReturnHeader/PreparerPersonGrp/PhoneNum02487374300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NORMAN N BERRY EA
ReturnHeader/ReturnTs02023-09-25T12:03:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEPP
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
$28,584
Liabilities
$0
Net assets
$28,584
Revenue
$95,815
Expenses
$110,759
Net income
-$14,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.92$0.98$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.86$1.02$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.96$1.11$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.08$1.15$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.40$0.40$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.88$0.87$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.00$0.95$0.05
2018Summary only. Only limited summary data is available for this year.$0.43$0.00$0.92$0.82$0.10
2017Summary only. Only limited summary data is available for this year.$0.33$0.00$0.84$0.96$0.12
2016Summary only. Only limited summary data is available for this year.$0.45$0.00$0.51$0.48$0.03
2015Summary only. Only limited summary data is available for this year.$0.42$0.00$0.27$0.13$0.14
2014Summary only. Only limited summary data is available for this year.$0.29$0.00$0.43$0.33$0.09
2013Summary only. Only limited summary data is available for this year.$0.20$0.00$0.19$0.40$0.21
2012Summary only. Only limited summary data is available for this year.$0.41$0.00$0.37$0.24$0.12
2011Summary only. Only limited summary data is available for this year.$0.29$0.00$0.32$0.28$0.04