Civic Intelligence

Ptsa Michigan Congress of Parents Teachers and Students

990EZ • Fiscal year 2016 • EIN 38-2937037

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 09, 2016

6500 Sheldon RoadRochester Hills, MI 48306

(586) 943-4903

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

36th percentile

-1.8%

Higher net margin than 36% 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

33rd percentile

-6.6%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

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

Assets

Down

$12,521

Down $885 (-6.6%) from 2015

Net Assets

Down

$12,521

Down $885 (-6.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$49,049

Down $681 (-1.4%) from 2015

Expenses

Up

$49,934

Up $5,277 (+12%) from 2015

Net Income

Down

-$885

Down $5,958 (-117%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $7,931Liabilities 2012: $02012Assets 2013: $6,699Liabilities 2013: $0Net Assets 2013: $6,6992013Assets 2014: $8,333Liabilities 2014: $02014Assets 2015: $13,406Liabilities 2015: $0Net Assets 2015: $13,4062015Assets 2016: $12,521Liabilities 2016: $0Net Assets 2016: $12,5212016Assets 2017: $15,409Liabilities 2017: $0Net Assets 2017: $15,4092017Assets 2018: $26,035Liabilities 2018: $0Net Assets 2018: $26,0352018Assets 2019: $30,419Liabilities 2019: $0Net Assets 2019: $30,4192019Assets 2024: $29,307Liabilities 2024: $0Net Assets 2024: $29,3072024

Highlighted filing

2016

Assets$12,521
Liabilities$0
Net Assets$12,521

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $17,208Expenses 2012: $14,301Net Income 2012: $2,9072012Revenue 2013: $25,068Expenses 2013: $26,300Net Income 2013: -$1,2322013Revenue 2014: $18,651Expenses 2014: $17,017Net Income 2014: $1,6342014Revenue 2015: $49,730Expenses 2015: $44,657Net Income 2015: $5,0732015Revenue 2016: $49,049Expenses 2016: $49,934Net Income 2016: -$8852016Revenue 2017: $58,028Expenses 2017: $55,140Net Income 2017: $2,8882017Revenue 2018: $52,553Expenses 2018: $41,927Net Income 2018: $10,6262018Revenue 2019: $51,814Expenses 2019: $47,430Net Income 2019: $4,3842019Revenue 2024: $23,705Expenses 2024: $35,104Net Income 2024: -$11,3992024

Highlighted filing

2016

Revenue$49,049
Expenses$49,934
Net Income-$885
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$53,651
Mission and Program Overview

Mission

To promote the welfare of children

Program Services

DescriptionGrantsExpenses
CLASSROOM GRANTS - SUPPORT STUDENT ENRICHMENTS$22,779$22,779
STUDENT EVENTS - SUPPORT STUDENT ACTIVITES SUCH AS GRADUATION, ORIENTATION AND COMPETITION.$14,310$14,310
POSITIVE BEHAVIOR INTERVENTION SYSTEM - PROMOTE POSITIVE BEHAVIOR WITH STUDENTS BY REWARDING THEM.$2,979$2,979
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN COLBURNPresident-$0--
KATHLEEN SHULLTreasurer-$0--
ANNALIZA KHANDEWALVice President-$0--
CINDY PUCHALSKIVice President-$0--
KRISTINA GUSEVice President-$0--
HOLLY HERRICKVice President-$0--
Filing and Contact Details

Filer

Filer Name
Hart Middle School PTSA
EIN
38-2937037
Phone
5869434903
Address
6500 Sheldon Road, Rochester Hills, MI 48306

Signing Officer

Name
Kathleen Shull
Title
Treasurer
Phone
5869434903
Signed
2016-11-09

Preparer

Firm
RLG Accounting & Tax Services LLC
Address
13425 19 Mile Road Suite 300B, Sterling Heights, MI 48313
Preparer
Ronald L Gorski Ea
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

To purchase needed equipment for the school; classroom grant; hart middle school: 6500 sheldon road,

Form 990EZ, Part I, Line 10

To purchase needed equipment for the school; classroom grant; hart middle school: 6500 sheldon road,

Form 990EZ, Part I, Line 10

Support teacher requests for equipment; classroom grants; hart middle school: 6500 sheldon road, roc

Form 990EZ, Part I, Line 10

Support student events; student events; hart middle school: 6500 sheldon road, rochester hills, mi,

Form 990EZ, Part I, Line 10

Miscellaneous supported activites under $5,000 each; Miscellaneous; : , , , ; , 6918.

Form 990EZ, Part I, Line 16

State Membership Dues 5350.

Form 990EZ, Part I, Line 16

Sales Tax 493.

Form 990EZ, Part I, Line 16

Insurance 290.

Form 990EZ, Part I, Line 16

PTSA Rochester Council Dues 250.

Raw XML Appendix175 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/PersonNm0KATHLEEN SHULL
IRS990EZ/BooksInCareOfDetail/PhoneNum05869434903
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0758 Dennison Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oakland Township
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048363
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013406
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012521
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029492
IRS990EZ/CostOfGoodsSoldAmt04602
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-885
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013406
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012521
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt043507
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01758
IRS990EZ/GrossReceiptsAmt053651
IRS990EZ/GrossSalesOfInventoryAmt06360
IRS990EZ/GroupExemptionNum05017
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010072
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013406
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012521
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013406
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012521
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN COLBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHLEEN SHULL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNALIZA KHANDEWAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CINDY PUCHALSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTINA GUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HOLLY HERRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06383
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of children
IRS990EZ/PrintingPublicationsPostageAmt044
IRS990EZ/ProgramServiceRevenueAmt07722
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM GRANTS - SUPPORT STUDENT ENRICHMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT EVENTS - SUPPORT STUDENT ACTIVITES SUCH AS GRADUATION, ORIENTATION AND COMPETITION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2POSITIVE BEHAVIOR INTERVENTION SYSTEM - PROMOTE POSITIVE BEHAVIOR WITH STUDENTS BY REWARDING THEM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022779
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt114310
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22979
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022779
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114310
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22979
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049934
IRS990EZ/TotalProgramServiceExpensesAmt040068
IRS990EZ/TotalRevenueAmt049049
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039564
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010157
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0101861
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014082
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt032871
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0134732
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054884
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06862
IRS990ScheduleA/Total509Grp/TotalAmt0134732
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0134761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PURCHASE NEEDED EQUIPMENT FOR THE SCHOOL; CLASSROOM GRANT; HART MIDDLE SCHOOL: 6500 SHELDON ROAD,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PURCHASE NEEDED EQUIPMENT FOR THE SCHOOL; CLASSROOM GRANT; HART MIDDLE SCHOOL: 6500 SHELDON ROAD,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPORT TEACHER REQUESTS FOR EQUIPMENT; CLASSROOM GRANTS; HART MIDDLE SCHOOL: 6500 SHELDON ROAD, ROC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPORT STUDENT EVENTS; STUDENT EVENTS; HART MIDDLE SCHOOL: 6500 SHELDON ROAD, ROCHESTER HILLS, MI,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous supported activites under $5,000 each; Miscellaneous; : , , , ; , 6918.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5State Membership Dues 5350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Sales Tax 493.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance 290.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTSA Rochester Council Dues 250.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN SHULL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05869434903
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hart Middle School PTSA
ReturnHeader/Filer/BusinessNameControlTxt0HART
ReturnHeader/Filer/EIN0382937037
ReturnHeader/Filer/PhoneNum05869434903
ReturnHeader/Filer/USAddress/AddressLine1Txt06500 Sheldon Road
ReturnHeader/Filer/USAddress/CityNm0Rochester Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RLG Accounting & Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013425 19 Mile Road Suite 300B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sterling Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048313
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD L GORSKI EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-09T08:45:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings