Civic Intelligence

PTA Missouri Congress Underwood Elementary PTA

EIN 43-1580354 • 501(c)3 • Lees Summit, MO

Profile

To provide to the students, teachers, and school, programs that are not in the regular school budget.

1125 NE Colbern RoadLees Summit, MO 64086

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

41st percentile

-1.7%

Higher net margin than 41% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

43rd percentile

-5.9%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

88th percentile

66%

Faster revenue growth than 88% of similar nonprofits.

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

Assets

Down

$8,949

Down $560 (-5.9%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$8,949

Down $560 (-5.9%) from 2016

Revenue

Up

$33,203

Up $13,184 (+66%) from 2016

Expenses

Down

$33,763

Down $4,610 (-12%) from 2016

Net Income

Up

-$560

Up $17,794 (+97%) from 2016

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $10,507Net Assets 2011: $10,5072011Assets 2012: $6,196Net Assets 2012: $6,1962012Assets 2013: $2,984Net Assets 2013: $2,9842013Assets 2014: $18,944Net Assets 2014: $18,9442014Assets 2015: $33,770Liabilities 2015: $5,907Net Assets 2015: $27,8632015Assets 2016: $9,509Liabilities 2016: $0Net Assets 2016: $9,5092016Assets 2017: $8,949Net Assets 2017: $8,9492017

Highlighted filing

2017

Assets$8,949
Liabilities-
Net Assets$8,949

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2011: $16,852Expenses 2011: $14,054Net Income 2011: $2,7982011Revenue 2012: $11,186Expenses 2012: $15,497Net Income 2012: -$4,3112012Revenue 2013: $22,044Expenses 2013: $25,256Net Income 2013: -$3,2122013Revenue 2014: $30,770Expenses 2014: $14,810Net Income 2014: $15,9602014Revenue 2015: $26,211Expenses 2015: $17,287Net Income 2015: $8,9242015Revenue 2016: $20,019Expenses 2016: $38,373Net Income 2016: -$18,3542016Revenue 2017: $33,203Expenses 2017: $33,763Net Income 2017: -$5602017

Highlighted filing

2017

Revenue$33,203
Expenses$33,763
Net Income-$560

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 1, 2017
Return Version
2016v3.0
Gross Receipts
$47,801
Mission and Program Overview

Mission

To provide for the students, teachers and school programs that are not in the regular school budget.

To provide to the students, teachers, and school, programs that are not in the regular school budget.

Program Services

DescriptionGrantsExpenses
DICTIONARY PROJECT, LIBRARY SUPPORT, TECHNOLOGY, READING SUBSCRIPTION, COMMUNITY DONATIONS, YEARBOOK ASSISTANCE, TEACHER REQUESTED SUPPLIES AND SCHOOL BEAUTIFICATION.-$12,731
FUNDING FOR SCHOOL ASSEMBLIES & PROGRAMS NOT IN THE REGULAR BUDGET, I.E. FIELD TRIPS & SPEAKERS, HEALTH & SAFETY, SPECIAL PROGRAMS, STUDENT ACTIVITIES AND OTHER MISCELLANEOUS ACTIVITES.-$10,053
PROVIDE ITEMS FOR EACH CLASS ROOM AT VARIOUS TIMES OF THE YEAR, I.E. HALLOWEEN AND VALENTINES DAY ACTIVITIES, FIELD DAY, TESTING SNACKS, TEACHERS AND STAFF.-$8,085
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE KANE-PARRISHPresident-$0--
MEGAN PRESNELL1st VP-$0--
DIANA WISE2nd VP-$0--
KARI BREDESENRecording Se-$0--
SHANNON PETERSONTreasurer-$0--
MEGHAN BENSCOTERCorrespondin-$0--
ELISHEVA THROGMORTONParliamentar-$0--
ESHELLE SMEADHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundrunners$18,323$18,323-$18,323
Total Events$18,323$18,323$14,598$3,725
Filing and Contact Details

Filer

Filer Name
Pta Missouri Congress Underwood
EIN
43-1580354
Phone
8169863280
Address
1125 NE COLBERN ROAD, LEES SUMMIT, MO 64086

Signing Officer

Name
Shannon Peterson
Title
Treasurer
Phone
8169863280
Signed
2017-12-01

Preparer

Firm
Parker Swearngin Llp
Address
215 SE DOUGLAS ST, LEES SUMMIT, MO 64063-2328
Preparer
Jennifer Swearngin
Phone
8164346770
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Bad debt recovery 19,829 total 19,829

Form 990-ez, Part I, Line 16

Expenses office 305 conferences/meetings 716 insurance 330 apparel 1,116 bsse 5th grade 1,600 class trips & speakers 2,543 dare graduation/recogniti 453 directory 90 donations 29 family events 3,316 field day 244 health & safety 225 hospitality 7,666 meet the teacher 3,128 miscellaneous 412 pta dues 973 reflections 3,616 room parties 1,682 school beautification 160 school scholarships 200 special programs 214 student support 211 teacher requests 2,104 technology support 525 testing snacks 300 boosterthon 999 bank fees 29 total 33,186

Form 990-ez, Part III

To provide to the students, teachers, and school, programs that are not in the regular school budget.

Raw XML Appendix172 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033186
IRS990EZ/OtherRevenueTotalAmt019829
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE TO THE STUDENTS, TEACHERS, AND SCHOOL, PROGRAMS THAT ARE NOT IN THE REGULAR SCHOOL BUDGET.
IRS990EZ/PrintingPublicationsPostageAmt0377
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDING FOR SCHOOL ASSEMBLIES & PROGRAMS NOT IN THE REGULAR BUDGET, I.E. FIELD TRIPS & SPEAKERS, HEALTH & SAFETY, SPECIAL PROGRAMS, STUDENT ACTIVITIES AND OTHER MISCELLANEOUS ACTIVITES.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01
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IRS990ScheduleG/LicensedStatesCd0MO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BAD DEBT RECOVERY 19,829 TOTAL 19,829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 305 CONFERENCES/MEETINGS 716 INSURANCE 330 APPAREL 1,116 BSSE 5TH GRADE 1,600 CLASS TRIPS & SPEAKERS 2,543 DARE GRADUATION/RECOGNITI 453 DIRECTORY 90 DONATIONS 29 FAMILY EVENTS 3,316 FIELD DAY 244 HEALTH & SAFETY 225 HOSPITALITY 7,666 MEET THE TEACHER 3,128 MISCELLANEOUS 412 PTA DUES 973 REFLECTIONS 3,616 ROOM PARTIES 1,682 SCHOOL BEAUTIFICATION 160 SCHOOL SCHOLARSHIPS 200 SPECIAL PROGRAMS 214 STUDENT SUPPORT 211 TEACHER REQUESTS 2,104 TECHNOLOGY SUPPORT 525 TESTING SNACKS 300 BOOSTERTHON 999 BANK FEES 29 TOTAL 33,186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE TO THE STUDENTS, TEACHERS, AND SCHOOL, PROGRAMS THAT ARE NOT IN THE REGULAR SCHOOL BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08169863280
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA MISSOURI CONGRESS UNDERWOOD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0431580354
ReturnHeader/Filer/PhoneNum08169863280
ReturnHeader/Filer/USAddress/AddressLine1Txt01125 NE COLBERN ROAD
ReturnHeader/Filer/USAddress/CityNm0LEES SUMMIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064086
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0971A984315ED3547D7A5396947ACC2A77450C30F
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200734516
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PARKER SWEARNGIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 SE DOUGLAS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEES SUMMIT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0640632328
ReturnHeader/PreparerPersonGrp/PhoneNum08164346770
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER SWEARNGIN
ReturnHeader/ReturnTs02017-12-14T11:01:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

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