Civic Intelligence

Westchester Elementary PTA

990EZ • Fiscal year 2018 • EIN 47-1632419

Jun 01, 2017 to May 31, 2018 • Filed on Feb 28, 2019

758 Scott BlvdDecatur, GA 30030

(404) 641-1305

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$66,853

Up $8,029 (+14%) from 2017

Net Assets

$66,853

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$48,506

Down $9,293 (-16%) from 2017

Expenses

Down

$40,477

Down $7,318 (-15%) from 2017

Net Income

Down

$8,029

Down $1,975 (-20%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2015: $49,297Liabilities 2015: $02015Assets 2016: $93,230Liabilities 2016: $02016Assets 2017: $58,824Liabilities 2017: $02017Assets 2018: $66,853Net Assets 2018: $66,8532018Assets 2019: $75,528Net Assets 2019: $75,5282019Assets 2020: $75,542Net Assets 2020: $75,5422020Assets 2021: $71,612Net Assets 2021: $71,6122021Assets 2022: $71,262Net Assets 2022: $71,2622022Assets 2023: $73,097Liabilities 2023: $02023Assets 2024: $50,200Net Assets 2024: $50,2002024

Highlighted filing

2018

Assets$66,853
Liabilities-
Net Assets$66,853

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $64,990Expenses 2015: $15,693Net Income 2015: $49,2972015Revenue 2016: $45,122Expenses 2016: $470Net Income 2016: $44,6522016Revenue 2017: $57,799Expenses 2017: $47,795Net Income 2017: $10,0042017Revenue 2018: $48,506Expenses 2018: $40,477Net Income 2018: $8,0292018Revenue 2019: $57,278Expenses 2019: $48,603Net Income 2019: $8,6752019Revenue 2020: $30,771Expenses 2020: $30,757Net Income 2020: $142020Revenue 2021: $18,908Expenses 2021: $22,838Net Income 2021: -$3,9302021Revenue 2022: $27,087Expenses 2022: $27,436Net Income 2022: -$3492022Revenue 2023: $23,738Expenses 2023: $21,903Net Income 2023: $1,8352023Revenue 2024: $6,948Expenses 2024: $29,845Net Income 2024: -$22,8972024

Highlighted filing

2018

Revenue$48,506
Expenses$40,477
Net Income$8,029
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Feb 28, 2019
Return Version
2017v2.2
Gross Receipts
$68,526
Mission and Program Overview

Mission

To support education at westchester elementary school

Program Services

DescriptionGrantsExpenses
TEACHER ENRICHMENT TRAINING AND ALL FIELD TRIPS FOR STUDENTS-$9,139
PRINCIPAL DISCRETIONARY FUND, CLASSROOM SETUP FUNDS, AND TEACHER FUNDS TO SUPPORT SCHOOL STAFF IN THEIR CLASSROOM AND FACILITY NEEDS.-$7,561
POST PLANNING SALARY DAY FOR TEACHERS TO PLAN THEIR UPCOMING YEAR EXPEDITION.-$3,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMI HAWKINSPresident-$0--
KATHERINE HUNTERVice President-$0--
KIMBERLY HEAD AMOSVice President-$0--
AMANDA HALLAUERVice President-$0--
JOHN EGGLETONVice President-$0--
SARAH DICKSONSecretary-$0--
KATHLEEN COPELANDTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Battle of Band$30,764$30,764$3,284$27,480
Read-a-thon$17,641$17,641$1,268$16,373
Total Events$62,289$62,289$23,288$39,001
Filing and Contact Details

Filer

Filer Name
Westchester Elementary Pta
EIN
47-1632419
Phone
4046411305
Address
758 SCOTT BLVD, DECATUR, GA 30030

Signing Officer

Name
Kathleen Copeland
Title
Treasurer
Phone
4046411305
Signed
2019-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Burge & Associates Pc
Address
315 W PONCE DE LEON AVE STE 700, DECATUR, GA 30030
Preparer
M Chester Burge Jr
Phone
7704466649
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Advertising & promotion 241.

Form 990EZ, Part I, Line 16

BANK FEES 271.

Form 990EZ, Part I, Line 16

PTA FEES 911.

Form 990EZ, Part I, Line 16

INSURANCE 355.

Form 990EZ, Part I, Line 16

OFFICE SUPPLIES 202.

Form 990EZ, Part I, Line 16

FACULTY & STAFF 25134.

Form 990EZ, Part I, Line 16

STUDENT EXPENSES 12401.

Form 990EZ, Part I, Line 16

DONATIONS 500.

Raw XML Appendix195 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/BooksInCareOfDetail/PhoneNum04043704400
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DECATUR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030030
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/MembershipDuesAmt03968
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058824
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066853
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIMI HAWKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHERINE HUNTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIMBERLY HEAD AMOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA HALLAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN EGGLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH DICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATHLEEN COPELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATION AT WESTCHESTER ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0131
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER ENRICHMENT TRAINING AND ALL FIELD TRIPS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRINCIPAL DISCRETIONARY FUND, CLASSROOM SETUP FUNDS, AND TEACHER FUNDS TO SUPPORT SCHOOL STAFF IN THEIR CLASSROOM AND FACILITY NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2POST PLANNING SALARY DAY FOR TEACHERS TO PLAN THEIR UPCOMING YEAR EXPEDITION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09139
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17561
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020020
IRS990EZ/SpecialEventsNetIncomeLossAmt042269
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040477
IRS990EZ/TotalProgramServiceExpensesAmt019700
IRS990EZ/TotalRevenueAmt048506
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016120
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033101
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062289
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061051
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0246814
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072679
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061238
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077171
IRS990ScheduleA/Total509Grp/TotalAmt0279915
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0279915
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023288
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BATTLE OF BAND
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READ-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02068
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02068
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030764
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013884
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062289
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030764
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013884
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062289
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt039001
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt015468
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020020
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03284
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01268
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01200
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING & PROMOTION 241.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES 271.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA FEES 911.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE 355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE SUPPLIES 202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FACULTY & STAFF 25134.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STUDENT EXPENSES 12401.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DONATIONS 500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN COPELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04046411305
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTCHESTER ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0471632419
ReturnHeader/Filer/PhoneNum04046411305
ReturnHeader/Filer/USAddress/AddressLine1Txt0758 SCOTT BLVD
ReturnHeader/Filer/USAddress/CityNm0DECATUR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030030
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0128.136.88.4
ReturnHeader/FilingSecurityInformation/IPDt02019-03-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:04:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURGE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0315 W PONCE DE LEON AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECATUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030030
ReturnHeader/PreparerPersonGrp/PhoneNum07704466649
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M CHESTER BURGE JR
ReturnHeader/ReturnTs02019-03-28T08:05:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

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