Civic Intelligence

PTA Missouri Congress

990EZ • Fiscal year 2019 • EIN 43-1582346

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 11, 2019

3701 NE Independence AveLees Summit, MO 64064

(816) 874-3600

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$22,023

Up $3,495 (+19%) from 2018

Net Assets

Up

$22,023

Up $3,495 (+19%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$31,936

Down $5,414 (-14%) from 2018

Expenses

Down

$28,441

Down $10,752 (-27%) from 2018

Net Income

Up

$3,495

Up $5,338 (+290%) from 2018

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $10,755Liabilities 2011: $0Net Assets 2011: $10,7552011Assets 2012: $11,054Liabilities 2012: $0Net Assets 2012: $11,0542012Assets 2013: $17,869Liabilities 2013: $0Net Assets 2013: $17,8692013Assets 2014: $25,959Liabilities 2014: $0Net Assets 2014: $25,9592014Assets 2015: $33,961Liabilities 2015: $0Net Assets 2015: $33,9612015Assets 2016: $15,233Net Assets 2016: $15,2332016Assets 2017: $20,353Net Assets 2017: $20,3532017Assets 2018: $18,528Net Assets 2018: $18,5282018Assets 2019: $22,023Net Assets 2019: $22,0232019Assets 2020: $15,721Net Assets 2020: $15,7212020Assets 2024: $24,324Liabilities 2024: $02024Assets 2025: $30,961Net Assets 2025: $30,9612025

Highlighted filing

2019

Assets$22,023
Liabilities-
Net Assets$22,023

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $19,151Expenses 2011: $23,853Net Income 2011: -$4,7022011Revenue 2012: $16,142Expenses 2012: $15,843Net Income 2012: $2992012Revenue 2013: $27,008Expenses 2013: $20,193Net Income 2013: $6,8152013Revenue 2014: $28,363Expenses 2014: $20,273Net Income 2014: $8,0902014Revenue 2015: $32,311Expenses 2015: $24,309Net Income 2015: $8,0022015Revenue 2016: $44,625Expenses 2016: $63,353Net Income 2016: -$18,7282016Revenue 2017: $31,103Expenses 2017: $25,983Net Income 2017: $5,1202017Revenue 2018: $37,350Expenses 2018: $39,193Net Income 2018: -$1,8432018Revenue 2019: $31,936Expenses 2019: $28,441Net Income 2019: $3,4952019Revenue 2020: $24,156Expenses 2020: $30,458Net Income 2020: -$6,3022020Revenue 2024: $43,329Expenses 2024: $43,291Net Income 2024: $382024Revenue 2025: $48,498Expenses 2025: $41,862Net Income 2025: $6,6362025

Highlighted filing

2019

Revenue$31,936
Expenses$28,441
Net Income$3,495
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$69,166
Mission and Program Overview

Mission

To promote an enhanced educational environment, develop a good relationship between staff, parents and students.

Program Services

DescriptionGrantsExpenses
TO PROMOTE AN ENHANCED EDUCATIONAL ENVIRONMENT, DEVELOP A GOOD RELATIONSHIP BETWEEN STAFF, PARENTS AND STUDENTS.-$28,441
TO PROMOTE AN ENHANCED EDUCATIONAL ENVIRONMENT, DEVELOP A GOOD RELATIONSHIP BETWEEN STAFF, PARENTS AND STUDENTS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NIKKI EMISONPresidentPT$0--
MELISSA BLEESSSecretary-$0--
TRACY SARTAINVice Preside-$0--
SHALYCE ADAMSONTreasurer-$0--
JELENA ELLISDirector-$0--
MEG YOUNGDirector-$0--
CARLY FINUCANEDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fund$17,674$17,674$9,323$8,351
Santa Shop$12,973$12,973$10,666$2,307
Total Events$61,803$61,803$37,230$24,573
Filing and Contact Details

Filer

Filer Name
Pta Missouri Congress
EIN
43-1582346
Address
3701 NE INDEPENDENCE AVE, LEES SUMMIT, MO 64064

Signing Officer

Name
Shalyce Adamson
Title
Treasurer
Phone
8168743600
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Fullerton & Co LLC
Address
982 SW 37TH STREET, BLUE SPRINGS, MO 64015
Preparer
Scott Fullerton CPA
Phone
8162244195
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 279 information technology 750 insurance 330 dues 1,135 school supplies 203 spiritwear expense 57 community outreach 750 awards/leadership trainin 1,025 bank service charges 122 other expenses 275 state filing fees 16 pta services 30 student activities 23,069 total 28,041

Form 990-ez, Part III

To promote an enhanced educational environment, develop a good relationship between staff, parents and students.

Form 990-ez, Part III, Line 31

To promote an enhanced educational environment, develop a good relationship between staff, parents and students.

Raw XML Appendix189 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0SHALYCE ADAMSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08168743600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03701 NE INDEPENDENCE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEES SUMMIT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064064
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018528
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022023
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03247
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NIKKI EMISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELISSA BLEESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACY SARTAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHALYCE ADAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JELENA ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEG YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CARLY FINUCANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028041
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AN ENHANCED EDUCATIONAL ENVIRONMENT, DEVELOP A GOOD RELATIONSHIP BETWEEN STAFF, PARENTS AND STUDENTS.
IRS990EZ/ProgramServiceRevenueAmt04085
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE AN ENHANCED EDUCATIONAL ENVIRONMENT, DEVELOP A GOOD RELATIONSHIP BETWEEN STAFF, PARENTS AND STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE AN ENHANCED EDUCATIONAL ENVIRONMENT, DEVELOP A GOOD RELATIONSHIP BETWEEN STAFF, PARENTS AND STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028441
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037230
IRS990EZ/SpecialEventsNetIncomeLossAmt024573
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028441
IRS990EZ/TotalProgramServiceExpensesAmt028441
IRS990EZ/TotalRevenueAmt031936
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt050195
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049876
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt039419
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt044380
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt037272
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0221669
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt019290
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt019290
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt070
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0291154
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069166
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063002
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058671
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053238
IRS990ScheduleA/Total509Grp/TotalAmt0291154
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069166
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063014
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053260
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0291224
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037230
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL FUND
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SANTA SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017674
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012973
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt031156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061803
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017674
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012973
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt031156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061803
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024573
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt017241
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037230
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09323
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010666
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 279 INFORMATION TECHNOLOGY 750 INSURANCE 330 DUES 1,135 SCHOOL SUPPLIES 203 SPIRITWEAR EXPENSE 57 COMMUNITY OUTREACH 750 AWARDS/LEADERSHIP TRAININ 1,025 BANK SERVICE CHARGES 122 OTHER EXPENSES 275 STATE FILING FEES 16 PTA SERVICES 30 STUDENT ACTIVITIES 23,069 TOTAL 28,041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROMOTE AN ENHANCED EDUCATIONAL ENVIRONMENT, DEVELOP A GOOD RELATIONSHIP BETWEEN STAFF, PARENTS AND STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE AN ENHANCED EDUCATIONAL ENVIRONMENT, DEVELOP A GOOD RELATIONSHIP BETWEEN STAFF, PARENTS AND STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHALYCE ADAMSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08168743600
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA MISSOURI CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPEL LAKES ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0431582346
ReturnHeader/Filer/USAddress/AddressLine1Txt03701 NE INDEPENDENCE AVE
ReturnHeader/Filer/USAddress/CityNm0LEES SUMMIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064064
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09F4558C07800C6B4B1B4DBFE6675A2E2B9352AA5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DBC37A082EB660097508BA4C927D0A4749A3EF7F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.76.151.246
ReturnHeader/FilingSecurityInformation/IPDt02019-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:10:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202972179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FULLERTON & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0982 SW 37TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUE SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064015
ReturnHeader/PreparerPersonGrp/PhoneNum08162244195
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT FULLERTON CPA
ReturnHeader/ReturnTs02019-11-11T11:10:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.0$31.0$48.5$41.9$6.64
2024Summary only. Only limited summary data is available for this year.$24.3$0.00$43.3$43.3$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$15.7$24.2$30.5$6.30
2019Detailed filing. Detailed filing data is available for this year.$22.0$22.0$31.9$28.4$3.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$18.5$37.4$39.2$1.84
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.4$20.4$31.1$26.0$5.12
2016Detailed filing. Detailed filing data is available for this year.$15.2$15.2$44.6$63.4$18.7
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.0$0.00$34.0$32.3$24.3$8.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$0.00$26.0$28.4$20.3$8.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$0.00$17.9$27.0$20.2$6.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.00$11.1$16.1$15.8$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.00$10.8$19.2$23.9$4.70