Civic Intelligence

Ptsa Michigan Congress of Parents Teachers and Students

990EZ • Fiscal year 2017 • EIN 38-3633799

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization Profile
7979 Monroe RoadLambertville, MI 48144

(734) 850-6000

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

20th percentile

-13%

Higher net margin than 20% 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

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

47th percentile

-0.3%

Faster revenue growth than 47% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$31,065

Down $7,420 (-19%) from 2016

Net Assets

Down

$31,065

Down $7,420 (-19%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin20th percentile

Revenue

Down

$55,812

Down $141 (-0.3%) from 2016

Expenses

Up

$63,232

Up $10,751 (+20%) from 2016

Net Income

Down

-$7,420

Down $10,892 (-314%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$40K$30K$20K$10K$0Assets 2015: $35,013Liabilities 2015: $0Net Assets 2015: $35,0132015Assets 2016: $38,485Liabilities 2016: $0Net Assets 2016: $38,4852016Assets 2017: $31,065Liabilities 2017: $0Net Assets 2017: $31,0652017Assets 2018: $3,194Liabilities 2018: $0Net Assets 2018: $3,1942018

Highlighted filing

2017

Assets$31,065
Liabilities$0
Net Assets$31,065
Open 2017 Filing

Operations Trend

Revenue Growth47th percentile

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

$100K$50K$0-$50KRevenue 2015: $60,865Expenses 2015: $64,572Net Income 2015: -$3,7072015Revenue 2016: $55,953Expenses 2016: $52,481Net Income 2016: $3,4722016Revenue 2017: $55,812Expenses 2017: $63,232Net Income 2017: -$7,4202017Revenue 2018: $31,289Expenses 2018: $59,160Net Income 2018: -$27,8712018

Highlighted filing

2017

Revenue$55,812
Expenses$63,232
Net Income-$7,420
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$55,812
Mission and Program Overview

Mission

To provide support and assistance

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPORT AND ASSISTANCE TO STUDENTS AND TEACHERS AT MONROE ROAD ELEMENTARY SCHOOL BEDFORD TOWNSHIP LAMBERTVILLE MI$55,812$62,520
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HILARY CALGIEPresidentPT$0--
STEFFANY SASSVice PresidentPT$0--
MELISSA THIELINTreasurerPT$0--
SARAH ENRIQUEZSecretaryPT$0--
ALEX CHAPMANV P Of Parent InvolvemenPT$0--
AMY KOCHENDOEFERTeacher RepPT$0--
SHERRIE KISSTeacher RepPT$0--
Filing and Contact Details

Filer

Filer Name
Monroe Road Elementary Parent
EIN
38-3633799
Address
7979 MONROE ROAD, LAMBERTVILLE, MI 48144

Signing Officer

Name
Hilary Calgie
Title
President
Phone
7348506000
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Collins Accounting and Tax Service
Address
3352 Dean Road, Lambertville, MI 48144
Preparer
Laura Collins EA
Phone
7348542926
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountbook fair 9,012enrichment programs 626fun run 3,934snowflake shop 7,525spirit wear 1,127staff appreciation 5,014winter program 2,290pta snowcone bounce 1,924field trip buses 2,889all others 27,551professional fees 629miscellaneous 711”

Raw XML Appendix139 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/PersonNm0MELISSA THIELIN
IRS990EZ/BooksInCareOfDetail/PhoneNum07348506000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07979 MONROE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAMBERTVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048144
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038485
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031065
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7420
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038485
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031065
IRS990EZ/GrossReceiptsAmt055812
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038485
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031065
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038485
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031065
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HILARY CALGIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEFFANY SASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA THIELIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH ENRIQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALEX CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMY KOCHENDOEFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHERRIE KISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4V P OF PARENT INVOLVEMEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TEACHER REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TEACHER REP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt063232
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT AND ASSISTANCE
IRS990EZ/ProgramServiceRevenueAmt055812
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORT AND ASSISTANCE TO STUDENTS AND TEACHERS AT MONROE ROAD ELEMENTARY SCHOOL BEDFORD TOWNSHIP LAMBERTVILLE MI
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt055812
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062520
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063232
IRS990EZ/TotalProgramServiceExpensesAmt062520
IRS990EZ/TotalRevenueAmt055812
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBOOK FAIR 9,012ENRICHMENT PROGRAMS 626FUN RUN 3,934SNOWFLAKE SHOP 7,525SPIRIT WEAR 1,127STAFF APPRECIATION 5,014WINTER PROGRAM 2,290PTA SNOWCONE BOUNCE 1,924FIELD TRIP BUSES 2,889ALL OTHERS 27,551PROFESSIONAL FEES 629MISCELLANEOUS 711
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HILARY CALGIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07348506000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONROE ROAD ELEMENTARY PARENT
ReturnHeader/Filer/BusinessNameControlTxt0MONR
ReturnHeader/Filer/EIN0383633799
ReturnHeader/Filer/USAddress/AddressLine1Txt07979 MONROE ROAD
ReturnHeader/Filer/USAddress/CityNm0LAMBERTVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048144
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F2CEB5708287FD4F23C68B2F3766A870378871C4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F2CEB5708287FD4F23C68B2F3766A870378871C4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03852032017317520csla
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.240.12.239
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTm012:42:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383508110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Collins Accounting and Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03352 Dean Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lambertville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048144
ReturnHeader/PreparerPersonGrp/PhoneNum07348542926
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Collins EA
ReturnHeader/ReturnTs02017-11-13T12:41:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,065
Liabilities
$0
Net assets
$31,065
Revenue
$55,812
Expenses
$63,232
Net income
-$7,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$31.3$59.2$27.9
2017Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$55.8$63.2$7.42
2016Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$56.0$52.5$3.47
2015Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$60.9$64.6$3.71