Civic Intelligence

Murdock Elementary School PTA Inc

990EZ • Fiscal year 2018 • EIN 51-0193725

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 24, 2018

2320 Murdock RoadMarietta, GA 30062-4571

(770) 509-6069

Siviq Scores

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

Liabilities / Assets

85th percentile

0.25x

Higher debt load relative to assets than 85% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

0.21x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

56th percentile

6.2%

Higher net margin than 56% of similar nonprofits.

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

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.

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

Asset Growth

62nd percentile

9.0%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

91st percentile

86%

Faster revenue growth than 91% of similar nonprofits.

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

Assets

Up

$38,177

Up $3,157 (+9.0%) from 2017

Net Assets

Up

$28,758

Up $4,377 (+18%) from 2017

Liabilities

Down

$9,419

Down $1,220 (-11%) from 2017

Revenue

Up

$43,894

Up $20,296 (+86%) from 2017

Expenses

Down

$41,177

Down $3,953 (-8.8%) from 2017

Net Income

Up

$2,717

Up $24,249 (+113%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $35,883Liabilities 2012: $02012Assets 2013: $37,998Liabilities 2013: $02013Assets 2014: $38,217Liabilities 2014: $02014Assets 2015: $49,335Liabilities 2015: $02015Assets 2016: $45,913Net Assets 2016: $45,9132016Assets 2017: $35,020Liabilities 2017: $10,639Net Assets 2017: $24,3812017Assets 2018: $38,177Liabilities 2018: $9,419Net Assets 2018: $28,7582018Assets 2019: $12,619Liabilities 2019: $572Net Assets 2019: $12,0472019Assets 2020: $18,802Liabilities 2020: $1,6842020Assets 2021: $24,273Liabilities 2021: $770Net Assets 2021: $23,5032021Assets 2022: $19,340Liabilities 2022: $716Net Assets 2022: $18,6242022Assets 2023: $12,091Liabilities 2023: $557Net Assets 2023: $11,5342023Assets 2024: $11,416Liabilities 2024: $565Net Assets 2024: $10,8512024Assets 2025: $5,557Liabilities 2025: $14Net Assets 2025: $5,5432025

Highlighted filing

2018

Assets$38,177
Liabilities$9,419
Net Assets$28,758

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $45,158Expenses 2012: $46,931Net Income 2012: -$1,7732012Revenue 2013: $46,838Expenses 2013: $44,723Net Income 2013: $2,1152013Revenue 2014: $31,757Expenses 2014: $31,538Net Income 2014: $2192014Revenue 2015: $45,923Expenses 2015: $34,805Net Income 2015: $11,1182015Revenue 2016: $29,034Expenses 2016: $32,456Net Income 2016: -$3,4222016Revenue 2017: $23,598Expenses 2017: $45,130Net Income 2017: -$21,5322017Revenue 2018: $43,894Expenses 2018: $41,177Net Income 2018: $2,7172018Revenue 2019: $25,727Expenses 2019: $42,438Net Income 2019: -$16,7112019Revenue 2020: $38,908Expenses 2020: $35,007Net Income 2020: $3,9012020Revenue 2021: $31,317Expenses 2021: $24,932Net Income 2021: $6,3852021Revenue 2022: $32,292Expenses 2022: $37,171Net Income 2022: -$4,8792022Revenue 2023: $37,496Expenses 2023: $44,586Net Income 2023: -$7,0902023Revenue 2024: $44,552Expenses 2024: $45,235Net Income 2024: -$6832024Revenue 2025: $53,376Expenses 2025: $58,684Net Income 2025: -$5,3082025

Highlighted filing

2018

Revenue$43,894
Expenses$41,177
Net Income$2,717
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 24, 2018
Return Version
2017v2.3
Gross Receipts
$83,586
Mission and Program Overview

Mission

Enhance and Support Education at Murdock Elementary

Program Services

DescriptionGrantsExpenses
Educational Enrichment / Grants-$19,953
Administration / Appropriations / Community Events-$9,042
Staff Appreciation-$5,788
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley KernCo-PresidentPT$0--
Jennifer RodriguezCo-PresidentPT$0--
Lisa LawsonCo-Vice PresidentPT$0--
Pam BuchalterCo-Vice PresidentPT$0--
Ally TaylorCo-Vice PresidentPT$0--
Sallie TannerSecretaryPT$0--
Kathy DalenTreasurerPT$0--
Kit KernParliamentarianPT$0--
Filing and Contact Details

Filer

Filer Name
Murdock Elementary School PTA Inc
EIN
51-0193725
Phone
7705096069
Address
2320 Murdock Road, Marietta, GA 30062-4571

Signing Officer

Name
Kathy Dalen
Title
Treasurer
Signed
2018-07-24
Discuss with paid preparer
No

Preparer

Firm
DEPco Accounting Services Inc
Address
3225 Shallowford Road Ste 910, Marietta, GA 30062-7029
Preparer
Donald E Potts CPA CGMA
Phone
6782132918
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Fundraising 1,686

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 525

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 1,092

Form 990-EZ, Part I, Line 16, Other Expenses

Program Expenses 34,783

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 215

Form 990-EZ, Part I, Line 16, Other Expenses

Bank / PayPal Fees 1,096

Form 990-EZ, Part I, Line 16, Other Expenses

Licenses 30

Form 990-EZ, Part I, Line 20, Net Assets

Change in Liabilities 1,660

Form 990-EZ, Part II, Line 26, Liabilities

Prepaid Dues / Donations Beginning of year 10,639, End of year 9,419

Raw XML Appendix200 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ashley Kern
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Rodriguez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa Lawson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Pam Buchalter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ally Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sallie Tanner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kathy Dalen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kit Kern
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01660
IRS990EZ/OtherExpensesTotalAmt039427
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enhance and Support Education at Murdock Elementary
IRS990EZ/PrintingPublicationsPostageAmt01200
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09042
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119953
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IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt010589
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010639
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalRevenueAmt043894
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt074
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0290
IRS990ScheduleA/InvestmentIncomeCYPct00.00090
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057703
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0325304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 1,686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 1,092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Expenses 34,783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank / PayPal Fees 1,096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Licenses 30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Change in Liabilities 1,660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Prepaid Dues / Donations Beginning of year 10,639, End of year 9,419
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Dalen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Murdock Elementary School PTA Inc
ReturnHeader/Filer/BusinessNameControlTxt0MURD
ReturnHeader/Filer/EIN0510193725
ReturnHeader/Filer/PhoneNum07705096069
ReturnHeader/Filer/USAddress/AddressLine1Txt02320 Murdock Road
ReturnHeader/Filer/USAddress/CityNm0Marietta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.93.186.33
ReturnHeader/FilingSecurityInformation/IPDt02018-07-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm020:31:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEPco Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03225 Shallowford Road Ste 910
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marietta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0300627029
ReturnHeader/PreparerPersonGrp/PhoneNum06782132918
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald E Potts CPA CGMA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-24T03:41:25-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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.$5.56$0.01$5.54$53.4$58.7$5.31
2024Detailed filing. Detailed filing data is available for this year.$11.4$0.57$10.9$44.6$45.2$0.68
2023Detailed filing. Detailed filing data is available for this year.$12.1$0.56$11.5$37.5$44.6$7.09
2022Detailed filing. Detailed filing data is available for this year.$19.3$0.72$18.6$32.3$37.2$4.88
2021Detailed filing. Detailed filing data is available for this year.$24.3$0.77$23.5$31.3$24.9$6.39
2020Summary only. Only limited summary data is available for this year.$18.8$1.68$38.9$35.0$3.90
2019Detailed filing. Detailed filing data is available for this year.$12.6$0.57$12.0$25.7$42.4$16.7
2018Detailed filing. Detailed filing data is available for this year.$38.2$9.42$28.8$43.9$41.2$2.72
2017Detailed filing. Detailed filing data is available for this year.$35.0$10.6$24.4$23.6$45.1$21.5
2016Detailed filing. Detailed filing data is available for this year.$45.9$45.9$29.0$32.5$3.42
2015Summary only. Only limited summary data is available for this year.$49.3$0.00$45.9$34.8$11.1
2014Summary only. Only limited summary data is available for this year.$38.2$0.00$31.8$31.5$0.22
2013Summary only. Only limited summary data is available for this year.$38.0$0.00$46.8$44.7$2.12
2012Summary only. Only limited summary data is available for this year.$35.9$0.00$45.2$46.9$1.77