Civic Intelligence

Ptsa Michigan Congress of Parents Teachers and Students

990EZ • Fiscal year 2018 • EIN 38-2850518

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 20, 2018

Organization ProfileN/A
8051 Pine Knob RoadClarkston, MI 48348

(248) 620-6501

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

37th percentile

-1.3%

Higher net margin than 37% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

2963%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$10,620

Down $175 (-1.6%) from 2017

Net Assets

$10,620

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin37th percentile

Revenue

Up

$13,874

Up $13,421 (+2963%) from 2017

Expenses

Up

$14,049

Up $10,254 (+270%) from 2017

Net Income

Up

-$175

Up $3,167 (+95%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$20K$15K$10K$5.0K$0Assets 2012: $11,350Liabilities 2012: $02012Assets 2013: $4,884Liabilities 2013: $02013Assets 2014: $7,731Liabilities 2014: $02014Assets 2015: $10,938Liabilities 2015: $0Net Assets 2015: $10,9382015Assets 2016: $14,137Liabilities 2016: $0Net Assets 2016: $14,1372016Assets 2017: $10,795Liabilities 2017: $02017Assets 2018: $10,620Liabilities 2018: $0Net Assets 2018: $10,6202018Assets 2019: $13,999Liabilities 2019: $0Net Assets 2019: $13,9992019Assets 2020: $19,410Liabilities 2020: $02020Assets 2021: $9,134Liabilities 2021: $02021Assets 2022: $15,014Liabilities 2022: $0Net Assets 2022: $15,0142022Assets 2023: $15,691Liabilities 2023: $0Net Assets 2023: $15,6912023Assets 2024: $16,543Liabilities 2024: $02024Assets 2025: $17,886Net Assets 2025: $17,8862025

Highlighted filing

2018

Assets$10,620
Liabilities$0
Net Assets$10,620
Open 2018 Filing

Operations Trend

Revenue Growth100th percentile

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

$40K$20K$0-$20KRevenue 2012: $28,139Expenses 2012: $32,359Net Income 2012: -$4,2202012Revenue 2013: $23,348Expenses 2013: $29,814Net Income 2013: -$6,4662013Revenue 2014: $27,829Expenses 2014: $24,982Net Income 2014: $2,8472014Revenue 2015: $9,600Expenses 2015: $6,393Net Income 2015: $3,2072015Revenue 2016: $7,494Expenses 2016: $4,295Net Income 2016: $3,1992016Revenue 2017: $453Expenses 2017: $3,795Net Income 2017: -$3,3422017Revenue 2018: $13,874Expenses 2018: $14,049Net Income 2018: -$1752018Revenue 2019: $5,279Expenses 2019: $1,900Net Income 2019: $3,3792019Revenue 2020: $6,471Expenses 2020: $1,060Net Income 2020: $5,4112020Revenue 2021: -$9,976Expenses 2021: $300Net Income 2021: -$10,2762021Revenue 2022: $6,180Expenses 2022: $300Net Income 2022: $5,8802022Revenue 2023: $977Expenses 2023: $300Net Income 2023: $6772023Revenue 2024: $1,152Expenses 2024: $300Net Income 2024: $8522024Revenue 2025: $1,693Expenses 2025: $350Net Income 2025: $1,3432025

Highlighted filing

2018

Revenue$13,874
Expenses$14,049
Net Income-$175
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 20, 2018
Return Version
2017v2.3
Gross Receipts
$62,229
Mission and Program Overview

Mission

To aide students teachers in academic excellence

Program Services

DescriptionGrantsExpenses
To aide students and teachers in academic excellence. Student and teacher attendance at all events increased in 2017, which will lead to greater interest in school and education.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christy KreucherPresidentPT$0--
Amanda RobertsVice PresidentPT$0--
Eleni SardelliTreasurerPT$0--
Khendra RyanAssistanttreasurerPT$0--
Jennifer CotalingSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair Seuss Night$24,314$24,314-$24,314
Fun Run$22,400$22,400$4,314$18,086
Total Events$62,229$62,229$48,355$13,874
Filing and Contact Details

Filer

Filer Name
Bailey Lake Elementary PTA
EIN
38-2850518
Phone
2486206501
Address
8051 Pine Knob Road, Clarkston, MI 48348

Signing Officer

Name
Eleni Sardelli
Title
Treasuer
Signed
2018-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Patrick J McCarty CPA PLLC
Address
10523 Wedgewood Drive, Clarkston, MI 48348
Preparer
Patrick J McCarty
Phone
2483108401
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Miscellaneous 12,601”

Form 990-EZ, Part I, Line 16, Other Expenses

“PTA Dues 330”

Form 990-EZ, Part I, Line 16, Other Expenses

“Staff Appreciation 818”

Raw XML Appendix164 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/PersonNm0Eleni Sardelli
IRS990EZ/BooksInCareOfDetail/PhoneNum03134608342
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07248 Ardsley Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Clarkston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048348
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010795
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010620
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-175
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010795
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010620
IRS990EZ/FundraisingGrossIncomeAmt062229
IRS990EZ/GrossReceiptsAmt062229
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010795
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010620
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010795
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010620
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christy Kreucher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amanda Roberts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Eleni Sardelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Khendra Ryan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Cotaling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AssistantTreasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013749
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To aide students teachers in academic excellence
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To aide students and teachers in academic excellence. Student and teacher attendance at all events increased in 2017, which will lead to greater interest in school and education.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt048355
IRS990EZ/SpecialEventsNetIncomeLossAmt013874
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt014049
IRS990EZ/TotalRevenueAmt013874
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt062229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt047551
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt062767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt087911
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt051566
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0312024
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0312024
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt062229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt047551
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt062767
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt087911
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt051566
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0312024
IRS990ScheduleA/TotalSupportAmt0312024
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0School Activities
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0true
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt062229
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt062229
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0School Fundraisers
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt048355
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair Seuss Night
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024314
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062229
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024314
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062229
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013874
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt044041
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt048355
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04314
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt062229
IRS990ScheduleG/TotalNetToOrganizationAmt062229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous 12,601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA Dues 330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Appreciation 818
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Eleni Sardelli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasuer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bailey Lake Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0BAIL
ReturnHeader/Filer/EIN0382850518
ReturnHeader/Filer/PhoneNum02486206501
ReturnHeader/Filer/USAddress/AddressLine1Txt08051 Pine Knob Road
ReturnHeader/Filer/USAddress/CityNm0Clarkston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048348
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E3FFD56632B5F7EFBDB0843265985A0C9960D03D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E3FFD56632B5F7EFBDB0843265985A0C9960D03D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.94.238.101
ReturnHeader/FilingSecurityInformation/IPDt02018-08-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:31:32
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patrick J McCarty CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010523 Wedgewood Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Clarkston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048348
ReturnHeader/PreparerPersonGrp/PhoneNum02483108401
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick J McCarty
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-20T01:31:58-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,620
Liabilities
$0
Net assets
$10,620
Revenue
$13,874
Expenses
$14,049
Net income
-$175
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.9$17.9$1.69$0.35$1.34
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$1.15$0.30$0.85
2023Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$0.98$0.30$0.68
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$0.00$15.0$6.18$0.30$5.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.13$0.00$9.98$0.30$10.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$0.00$6.47$1.06$5.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.00$14.0$5.28$1.90$3.38
2018Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$13.9$14.0$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$0.45$3.80$3.34
2016Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$7.49$4.30$3.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.00$10.9$9.60$6.39$3.21
2014Summary only. Only limited summary data is available for this year.$7.73$0.00$27.8$25.0$2.85
2013Summary only. Only limited summary data is available for this year.$4.88$0.00$23.3$29.8$6.47
2012Summary only. Only limited summary data is available for this year.$11.4$0.00$28.1$32.4$4.22