Civic Intelligence

Ptsa Michigan Congress of Parents Teachers and Students

990EZ • Fiscal year 2017 • EIN 38-2937037

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2019

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

54th percentile

5.0%

Higher net margin than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$15,409

Up $2,888 (+23%) from 2016

Net Assets

Up

$15,409

Up $2,888 (+23%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$58,028

Up $8,979 (+18%) from 2016

Expenses

Up

$55,140

Up $5,206 (+10%) from 2016

Net Income

Up

$2,888

Up $3,773 (+426%) from 2016

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

2017

Assets$15,409
Liabilities$0
Net Assets$15,409

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

2017

Revenue$58,028
Expenses$55,140
Net Income$2,888
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2019
Return Version
2016v3.0
Gross Receipts
$59,224
Mission and Program Overview

Mission

To promote the welfare of children

Program Services

DescriptionGrantsExpenses
CLASSROOM GRANTS - SUPPORT STUDENT ENRICHMENTS$23,502$23,502
STUDENT EVENTS - SUPPORT STUDENT ACTIVITES SUCH AS GRADUATION, ORIENTATION AND COMPETITION.$11,471$11,471
POSITIVE BEHAVIOR INTERVENTION SYSTEM - PROMOTE POSITIVE BEHAVIOR WITH STUDENTS BY REWARDING THEM.$2,632$2,632
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN COLBURNPresident-$0--
KATHLEEN SHULLTreasurer-$0--
MICHELE OSTRANDERSecretary-$0--
HOLLY HERRICKVice President-$0--
CINDY PUCHALSKIVice 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
Meagan Agostinelli
Title
Treasurer
Phone
5869434903
Signed
2019-05-14

Preparer

Firm
RLG Accounting & Tax Services LLC
Address
13425 19 Mile Road Suite 300B, Sterling Heights, MI 48313
Preparer
Ronald L Gorski Ea
Phone
5867310044
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

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

Form 990EZ, Part I, Line 10

Support student events; student events; hart middle school: 6500 sheldon, rochester hills, mi, 48306

Form 990EZ, Part I, Line 10

Miscellaneous supported activites under $5,000 each; Miscellaneous; : , , , ; , 14151.

Form 990EZ, Part I, Line 16

Membership Dues 5157.

Form 990EZ, Part I, Line 16

Insurance 290.

Form 990EZ, Part I, Line 16

PTSA Rochester Council Dues 250.

Form 990EZ, Part I, Line 16

Bank Charges 9.

Raw XML Appendix179 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/BOYAmt012521
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015409
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt047248
IRS990EZ/CostOfGoodsSoldAmt01196
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02888
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012521
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015409
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt049124
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01392
IRS990EZ/GrossReceiptsAmt059224
IRS990EZ/GrossSalesOfInventoryAmt02588
IRS990EZ/GroupExemptionNum05017
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09388
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012521
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015409
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012521
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015409
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN COLBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHLEEN SHULL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELE OSTRANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY HERRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CINDY PUCHALSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05706
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of children
IRS990EZ/PrintingPublicationsPostageAmt010
IRS990EZ/ProgramServiceRevenueAmt00
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/GrantsAndAllocationsAmt023502
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111471
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22632
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023502
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111471
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22632
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055140
IRS990EZ/TotalProgramServiceExpensesAmt037605
IRS990EZ/TotalRevenueAmt058028
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056636
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039564
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010157
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0151635
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014082
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt035459
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0187094
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054884
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09183
IRS990ScheduleA/Total509Grp/TotalAmt0187094
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0187123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT TEACHER REQUESTS FOR EQUIPMENT; CLASSROOM; HART MIDDLE SCHOOL: 6500 SHELDON ROAD, ROCHESTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPORT STUDENT EVENTS; STUDENT EVENTS; HART MIDDLE SCHOOL: 6500 SHELDON, ROCHESTER HILLS, MI, 48306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous supported activites under $5,000 each; Miscellaneous; : , , , ; , 14151.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Membership Dues 5157.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 290.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTSA Rochester Council Dues 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Charges 9.
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0HART MIDDLE SCHOOL PTSA'S ENTIRE ORGANIZATION AND BOARD OF DIRECTORS ARE ALL VOLUNTEERS. WE RESPECTIVELY PETITION FOR ABATEMENT OF ANY POSSIBLE PENALTIES WE MAY OWE FOR REASONABLE CAUSE FOR LATE FILING OF FORM 990-EZ. THE ORGANIZATION HAS YEARLY ELECTIONS. WITH THE CONSTANT CHANGE IN OFFICERS, SOMETIMES IT IS NOT PROPERLY COMMUNICATED TO THE INCOMING TREASURER AS TO THE DEADLINES FOR RETURNS FOR A FISCAL YEAR ORGANIZATION. THE CURRENT TREASURER FOR THE 2018-2019 & 2019-2020 YEARS, IS CURRENTLY H
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MEAGAN AGOSTINELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05869434903
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0825FAD27103977DB8D891EA49514E932116D8EB6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0825FAD27103977DB8D891EA49514E932116D8EB6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.161.197.142
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:18:38
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/PhoneNum05867310044
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD L GORSKI EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-14T14:18:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings