Civic Intelligence

PTA Missouri Congress Underwood Elementary PTA

990EZ • Fiscal year 2013 • EIN 43-1580354

Aug 01, 2012 to Jul 31, 2013 • Filed on Nov 27, 2013

Organization ProfileN/A
1125 NE Colbern Road64086
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

20th percentile

-15%

Higher net margin than 20% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

8th percentile

-52%

Faster asset growth than 8% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

92nd percentile

97%

Faster revenue growth than 92% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,984

Down $3,212 (-52%) from 2012

Net Assets

Down

$2,984

Down $3,212 (-52%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Up

$22,044

Up $10,858 (+97%) from 2012

Expenses

Up

$25,256

Up $9,759 (+63%) from 2012

Net Income

Up

-$3,212

Up $1,099 (+25%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$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

2013

Assets$2,984
Liabilities-
Net Assets$2,984
Open 2013 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$22,044
Expenses$25,256
Net Income-$3,212
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
Nov 27, 2013
Return Version
2012v2.3
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
43-1580354
Raw XML Appendix187 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
CompensationExplanation/Compensation/PersonName0LESLIE KELLEHER
CompensationExplanation/Compensation/PersonName1STEPHANIE KANE
CompensationExplanation/Compensation/PersonName2KATIE MANSELL
CompensationExplanation/Compensation/PersonName3HEATHER FOSTER
CompensationExplanation/Compensation/PersonName4MARI FEE
CompensationExplanation/Compensation/PersonName5DIANA WISE
CompensationExplanation/Compensation/PersonName6PATTY VAN NORMAN
CompensationExplanation/Compensation/PersonName7THERESA CROMWELL
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY06151
IRS990EZ/CashSavingsAndInvestments/EOY02984
IRS990EZ/ContributionsGiftsGrantsEtc01250
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-3212
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome058471
IRS990EZ/GrantsAndSimilarAmountsPaid0200
IRS990EZ/GrossReceipts059721
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY06196
IRS990EZ/NetAssetsOrFundBalancesBOY06196
IRS990EZ/NetAssetsOrFundBalances/EOY02984
IRS990EZ/NetAssetsOrFundBalancesEOY02984
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition0000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition1000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition2000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition3000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition4000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition5000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition6000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition7000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0LESLIE KELLEHER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1STEPHANIE KANE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2KATIE MANSELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3HEATHER FOSTER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4MARI FEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5DIANA WISE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6PATTY VAN NORMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7THERESA CROMWELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1RECORDING SE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3CORRES. SECR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title42ND VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title61ST VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7HISTORIAN
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY045
IRS990EZ/OtherExpensesTotal025056
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE FOR THE STUDENTS, TEACHERS AND SCHOOL PROGRAMS THAT ARE NOT IN THE REGULAR SCHOOL BUDGET.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROVIDE ITEMS FOR EACH ROOM AT VARIOUS TIMES OF THE YEAR, I.E. HALLOWEEN AND VALENTINES DAY ACTIVITIES, FIELD DAY, TESTING SNACKS, TEACHER AND STAFF APPRECIATION/HOSPITALITY AND REQUESTS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1FUNDS FOR SCHOOL ASSEMBLIES & PROGRAMS NOT IN THE REGULAR BUDGET, I.E. FIELD TRIPS & SPEAKERS, HEALTH & SAFETY, SPECIAL PROGRAMS, STUDENT ACTIVITIES, 6TH GRADE GRADUATION & MUSIC PROGRAM, AWARDS, DARE GRADUATION, MEET THE TEACHER, AND REFLECTIONS PROJECTS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2DICTIONARY PROJECT, LIBRARY SUPPORT, TECHNOLOGY, READING SUBSCRIPTION, COMMUNITY DONATIONS, YEARBOOK ASSISTANCE, TEACHER REQUESTED SUPPLIES AND SCHOOL BEAUTIFICATION.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3SCHOLARSHIPS
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses02636
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses13203
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses21876
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses3400
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses037677
IRS990EZ/SpecialEventsNetIncomeLoss020794
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10804 NE COUNTRY LANE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0LEES SUMMIT
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MO
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode064086
IRS990EZ/TheBooksAreInCareOf/NamePerson0LESLIE KELLEHER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08162460992
IRS990EZ/TotalAssets/BOY06196
IRS990EZ/TotalAssets/EOY02984
IRS990EZ/TotalExpenses025256
IRS990EZ/TotalProgramServiceExpenses08115
IRS990EZ/TotalRevenue022044
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts01
IRS990ScheduleA/SupportedOrgInformation/Amount01
IRS990ScheduleA/SupportedOrgInformation/EIN0446004933
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10SCHOOL DISTRICT 7 REORGANIZED
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine20SCHOOL DISTRICT 7 REORGANIZED
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization011
IRS990ScheduleA/SupportingOrg509a3Type20X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents033285
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1012180
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2011250
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents023946
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal047376
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1012180
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2011250
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents023946
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents047376
IRS990ScheduleG/EventsInformation/NameOfEvent10COOKIE DOUGH
IRS990ScheduleG/EventsInformation/NameOfEvent20ENTERTAINMENT B
IRS990ScheduleG/EventsInformation/NetIncomeSummary014091
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent107196
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent205509
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents020580
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents033285
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents04
IRS990ScheduleO/GeneralExplanation/Explanation0LEES SUMMIT PTA DISTRICT SCHOLARSHIP 100 DISTRICT COUNCIL 600 MILLER STREET LEES SUMMIT MO 64063 LEES SUMMIT PTA HS SCHOLARSHIP 100 DISTRICT COUNCIL 600 MILLER STREET LEES SUMMIT MO 64063
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES OFFICE SUPPLIES & EXPENSES 655 TEACHER GIFT CERTIFICATES 151 TEACHER REQUESTS 1,048 BANK SERVICE CHARGES 195 BAD DEBTS/RETURN CHECKS 86 CASH OVER/SHORT 9,722 SCHOOL SCHOLARSHIPS 200 INFORMATION TECHNOLOGY 4,000 LEE'S SUMMIT PTA COUNCIL DUES 1,084 INSURANCE 200 6TH GRADE ACTIVITIES 307 BSSE 5TH GRADE 600 HEALTH & SAFETY 17 HOSPITALITY 1,642 ROOM RARTIES 792 FIELD DAY 117 CLASS TRIP & SPEAKERS 1,391 DARE GRADUATION/RECOGNITI 298 DICTIONARY 479 STUDENT ACTIVITIES/ASSIST 328 SCHOOL BEAUTIFICATION 1,337 MEET THE TEACHER 180 REFLECTIONS 82 MATH & LOGIC 60 KINDER BREAKFAST 85 TOTAL 25,056
IRS990ScheduleO/GeneralExplanation/Explanation2PREPAID EXPENSES AND DEFERRED CHARGES 45 0 TOTAL 45 0
IRS990ScheduleO/GeneralExplanation/Explanation3TO PROVIDE FOR THE STUDENTS, TEACHERS AND SCHOOL PROGRAMS THAT ARE NOT IN THE REGULAR SCHOOL BUDGET.
IRS990ScheduleO/GeneralExplanation/Explanation4PROVIDE ITEMS FOR EACH ROOM AT VARIOUS TIMES OF THE YEAR, I.E. HALLOWEEN AND VALENTINES DAY ACTIVITIES, FIELD DAY, TESTING SNACKS, TEACHER AND STAFF APPRECIATION/HOSPITALITY AND REQUESTS
IRS990ScheduleO/GeneralExplanation/Explanation5FUNDS FOR SCHOOL ASSEMBLIES & PROGRAMS NOT IN THE REGULAR BUDGET, I.E. FIELD TRIPS & SPEAKERS, HEALTH & SAFETY, SPECIAL PROGRAMS, STUDENT ACTIVITIES, 6TH GRADE GRADUATION & MUSIC PROGRAM, AWARDS, DARE GRADUATION, MEET THE TEACHER, AND REFLECTIONS PROJECTS.
IRS990ScheduleO/GeneralExplanation/Explanation6SCHOLARSHIPS
IRS990ScheduleO/GeneralExplanation/Identifier0PAYMENTS TO AFFILIATES
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier3PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier4FIRST ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/Identifier5SECOND ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/Identifier6ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0431580354
ReturnHeader/Filer/Name/BusinessNameLine10PTA MISSOURI CONGRESS UNDERWOOD
ReturnHeader/Filer/Name/BusinessNameLine20ELEMENTARY PTA
ReturnHeader/Filer/NameControl0PTAM
ReturnHeader/Filer/Phone08169863280
ReturnHeader/Filer/USAddress/AddressLine101125 NE COLBERN ROAD
ReturnHeader/Filer/USAddress/City0LEES SUMMIT
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode064086
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-27
ReturnHeader/Officer/Name0KATIE MANSELL
ReturnHeader/Officer/Phone08169863280
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-12-02
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ROTRAMEL SHARP & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10280 NE TUDOR RD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LEES SUMMIT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0640865696
ReturnHeader/Preparer/Name0KATHY L SHARP CPA
ReturnHeader/Preparer/Phone08165540098
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-08-01
ReturnHeader/TaxPeriodEndDate02013-07-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-12-04T08:04:04-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,984
Liabilities
-
Net assets
$2,984
Revenue
$22,044
Expenses
$25,256
Net income
-$3,212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$8.95$8.95$33.2$33.8$0.56
2016Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$20.0$38.4$18.4
2015Detailed filing. Detailed filing data is available for this year.$33.8$5.91$27.9$26.2$17.3$8.92
2014Detailed filing. Detailed filing data is available for this year.$18.9$18.9$30.8$14.8$16.0
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$2.98$22.0$25.3$3.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$6.20$11.2$15.5$4.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$10.5$16.9$14.1$2.80