Civic Intelligence

Ptsa Michigan Congress of Parents Teachers and Students

990EZ • Fiscal year 2023 • EIN 38-2850518

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

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

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

95th percentile

69%

Higher net margin than 95% 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

56th percentile

4.5%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

4th percentile

-84%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$15,691

Up $677 (+4.5%) from 2022

Net Assets

Up

$15,691

Up $677 (+4.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Down

$977

Down $5,203 (-84%) from 2022

Expenses

Flat

$300

Flat from 2022

Net Income

Down

$677

Down $5,203 (-88%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2023

Assets$15,691
Liabilities$0
Net Assets$15,691
Open 2023 Filing

Operations Trend

Revenue Growth4th 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

2023

Revenue$977
Expenses$300
Net Income$677
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 30, 2023
Return Version
2022v5.0
Gross Receipts
$45,461
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 2020, which will lead to greater interest in school and education.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff RoulandPresidentPT$0--
Chris KemmerVice PresidentPT$0--
Margaret RichardsonTreasurerPT$0--
Stephanie HelmsAssistanttreasurerPT$0--
Katrina SchiffmanSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Passive Fund Raising$45,461$45,461-$45,461
Total Events$45,461$45,461-$45,461
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
Margaret Richardson
Title
Treasurer
Phone
2486206501
Signed
2023-07-30
Discuss with paid preparer
No

Preparer

Firm
Patrick J McCarty CPA PLLC
Address
10523 Wedgewood Drive, Clarkston, MI 48348
Preparer
Patrick J McCarty
Phone
2483108401
Raw XML Appendix145 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/PersonNm0Margaret Richardson
IRS990EZ/BooksInCareOfDetail/PhoneNum07345586615
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08051 Pine Knob Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Clarkston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048348
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015014
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015691
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0677
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015014
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015691
IRS990EZ/FundraisingGrossIncomeAmt045461
IRS990EZ/GrossReceiptsAmt045461
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015014
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015691
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015014
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015691
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/PersonNm0Jeff Rouland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Chris Kemmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Margaret Richardson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stephanie Helms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Katrina Schiffman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AssistantTreasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
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 2020, which will lead to greater interest in school and education.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt044484
IRS990EZ/SpecialEventsNetIncomeLossAmt0977
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0300
IRS990EZ/TotalRevenueAmt0977
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt045461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt046211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt055949
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt049848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0215487
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0215487
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt045461
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt046211
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt018018
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt055949
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt049848
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0215487
IRS990ScheduleA/TotalSupportAmt0215487
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0School Activities
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0true
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt045461
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt045461
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0School Fundraisers
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Passive Fund Raising
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045461
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt045461
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt045461
IRS990ScheduleG/TotalNetToOrganizationAmt045461
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret Richardson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02486206501
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-30
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/PreparerFirmGrp/PreparerFirmEIN0464142595
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/PreparationDt02023-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick J McCarty
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-30T06:12:51-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Margaret
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Richardson
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
$15,691
Liabilities
$0
Net assets
$15,691
Revenue
$977
Expenses
$300
Net income
$677
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