Civic Intelligence

PTA Georgia Congress - Dacula Es PTA

990EZ • Fiscal year 2024 • EIN 58-1448334

Jun 01, 2023 to May 31, 2024 • Filed on Jul 15, 2024

2500 Fence RdDacula, GA 30019

(770) 963-7174

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$35,811

Down $6,082 (-15%) from 2023

Net Assets

Down

$35,811

Down $6,082 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Down

$37,869

Down $8,954 (-19%) from 2023

Expenses

Up

$44,209

Up $8,340 (+23%) from 2023

Net Income

Down

-$6,340

Down $17,294 (-158%) from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $16,056Liabilities 2011: $02011Assets 2012: $27,080Liabilities 2012: $02012Assets 2013: $14,386Liabilities 2013: $02013Assets 2014: $18,107Liabilities 2014: $02014Assets 2015: $18,176Net Assets 2015: $18,1762015Assets 2016: $8,028Net Assets 2016: $8,0282016Assets 2017: $15,542Net Assets 2017: $15,5422017Assets 2018: $17,400Net Assets 2018: $17,4002018Assets 2019: $14,308Net Assets 2019: $14,3082019Assets 2020: $24,480Liabilities 2020: $02020Assets 2021: $18,630Liabilities 2021: $02021Assets 2022: $30,973Liabilities 2022: $0Net Assets 2022: $30,9732022Assets 2023: $41,893Liabilities 2023: $0Net Assets 2023: $41,8932023Assets 2024: $35,811Liabilities 2024: $0Net Assets 2024: $35,8112024Assets 2025: $29,295Liabilities 2025: $0Net Assets 2025: $29,2952025

Highlighted filing

2024

Assets$35,811
Liabilities$0
Net Assets$35,811

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $55,908Expenses 2011: $47,541Net Income 2011: $8,3672011Revenue 2012: $53,452Expenses 2012: $42,428Net Income 2012: $11,0242012Revenue 2013: $51,619Expenses 2013: $64,313Net Income 2013: -$12,6942013Revenue 2014: $34,758Expenses 2014: $31,037Net Income 2014: $3,7212014Revenue 2015: $54,510Expenses 2015: $54,441Net Income 2015: $692015Revenue 2016: $49,408Expenses 2016: $59,556Net Income 2016: -$10,1482016Revenue 2017: $39,149Expenses 2017: $31,635Net Income 2017: $7,5142017Revenue 2018: $49,869Expenses 2018: $48,011Net Income 2018: $1,8582018Revenue 2019: $46,195Expenses 2019: $49,287Net Income 2019: -$3,0922019Revenue 2020: $61,358Expenses 2020: $51,186Net Income 2020: $10,1722020Revenue 2021: $6,357Expenses 2021: $12,207Net Income 2021: -$5,8502021Revenue 2022: $41,975Expenses 2022: $29,637Net Income 2022: $12,3382022Revenue 2023: $46,823Expenses 2023: $35,869Net Income 2023: $10,9542023Revenue 2024: $37,869Expenses 2024: $44,209Net Income 2024: -$6,3402024Revenue 2025: $28,469Expenses 2025: $34,985Net Income 2025: -$6,5162025

Highlighted filing

2024

Revenue$37,869
Expenses$44,209
Net Income-$6,340
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Jul 15, 2024
Return Version
2023v5.1
Gross Receipts
$62,796
Mission and Program Overview

Mission

Student Enrichment and support of Child Advocacy

SEE O STATEMENT

Program Services

DescriptionGrantsExpenses
Raised funds for playgroud, called Playworx Playsets, which includes 2 shaded areas on the playground all funded from fundaising projects.-$15,463
Provided funds to elementary school for graduating 5th graders to celebrate. EOY celebration incl all students, total 1093. Also celebrate Multicultural night include Petting Zoo.-$8,333
Help teachers with classroom expenses and mini grants-$2,047
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONCHETTA DELEONPresidentPT$0--
JACKIE ALATORRESecretaryPT$0--
LAURA REEVESTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Step It Up$21,569$21,569$33$21,536
Holiday Shop$13,768$13,768$8,819$4,949
Total Events$38,096$38,096$16,126$21,970
Filing and Contact Details

Filer

Filer Name
Dacula Elementary Pta
EIN
58-1448334
Address
2500 Fence Rd, Dacula, GA 30019

Signing Officer

Name
Laura Reeves
Title
Treasurer
Phone
7709637174
Signed
2024-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Marlin Tax Consulting LLC
Address
1377 Williamsburg Lane, Norcross, GA 30093
Preparer
Mary K Coughlin EA NTPI CAA
Phone
4043956484
Supplemental Narrative

Additional Explanations

General explanation attachment

The Organizations primary exempt purposes is to promote the welfare of children and youth in home, school, places of worship, and throughout the community. To raise the standards of home life, to advocate for laws that furthur education, physical and mental health, welfare, and safety of children and youth. To promote the collaboration and engagement of families and educators in the education of children and youth; to advocate for fiscal responsibility regarding public tax dollars in public education funding.

Description of other revenue Part I line 8

Description AmountTRUNK OR TREAT 175CASH BOXES 1,000MULTI CULTURAL 145

Description of other expenses Part I line 16

Description AmountGENERAL SUPPLIES, COPIES 2,565SAMS CLUB RENEWAL 110INSURANCE 590NAME TAGS 53CHECKS 61PTA ADVERTISING ITEMS 1,050WINTER/EOY PARTY K-4 1,588EOY CLASS PARTIES - SPECIAL ED 1595TH GRADE PARTY 8,083FALCON FRIENDS 207CULTURAL ARTS KINDERGARTEN 100CULTURAL ARTS FIRST GRADE 59CULTURAL ARTS SECOND GRADE 100CULTURAL ART THIRD GRADE 64GIFTS AND RECOGNITION 384MEMBERSHIP DUES 1,009COUNCIL DUES 250TEACHER APPRECIATION 4,317HOSPITALITY TEACHER LUNCHES 2,153TRUNK OR TREAT 1,485MULTI CULTURAL 1,538KK GRADUATION PICTURES 462ROOM PARENT 124SCHOOL ENRICHMENT - PLAYGROUND 15,463TEACHER GRANTS - MINIS 461VIP 160CASHBOXES 1,100

Other changes in net assets or fund balances Part I line 20

Description AmountADJUSTED BEGINNING BALANCE 258

Raw XML Appendix193 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/PrintingPublicationsPostageAmt014
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raised funds for playgroud, called Playworx Playsets, which includes 2 shaded areas on the playground all funded from fundaising projects.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided funds to elementary school for graduating 5th graders to celebrate. EOY celebration incl all students, total 1093. Also celebrate Multicultural night include Petting Zoo.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Help teachers with classroom expenses and mini grants
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015463
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleG/EmailSolicitationsInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY SHOP
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08819
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IRS990ScheduleG/LicensedStatesCd0GA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organizations primary exempt purposes is to promote the welfare of children and youth in home, school, places of worship, and throughout the community. To raise the standards of home life, to advocate for laws that furthur education, physical and mental health, welfare, and safety of children and youth. To promote the collaboration and engagement of families and educators in the education of children and youth; to advocate for fiscal responsibility regarding public tax dollars in public education funding.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountTRUNK OR TREAT 175CASH BOXES 1,000MULTI CULTURAL 145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountGENERAL SUPPLIES, COPIES 2,565SAMS CLUB RENEWAL 110INSURANCE 590NAME TAGS 53CHECKS 61PTA ADVERTISING ITEMS 1,050WINTER/EOY PARTY K-4 1,588EOY CLASS PARTIES - SPECIAL ED 1595TH GRADE PARTY 8,083FALCON FRIENDS 207CULTURAL ARTS KINDERGARTEN 100CULTURAL ARTS FIRST GRADE 59CULTURAL ARTS SECOND GRADE 100CULTURAL ART THIRD GRADE 64GIFTS AND RECOGNITION 384MEMBERSHIP DUES 1,009COUNCIL DUES 250TEACHER APPRECIATION 4,317HOSPITALITY TEACHER LUNCHES 2,153TRUNK OR TREAT 1,485MULTI CULTURAL 1,538KK GRADUATION PICTURES 462ROOM PARENT 124SCHOOL ENRICHMENT - PLAYGROUND 15,463TEACHER GRANTS - MINIS 461VIP 160CASHBOXES 1,100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountADJUSTED BEGINNING BALANCE 258
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-15
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ReturnHeader/Filer/EIN0581448334
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary K Coughlin EA NTPI CAA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-15T16:14:55-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REEVES
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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.$29.3$0.00$29.3$28.5$35.0$6.52
2024Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$37.9$44.2$6.34
2023Detailed filing. Detailed filing data is available for this year.$41.9$0.00$41.9$46.8$35.9$11.0
2022Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$42.0$29.6$12.3
2021Summary only. Only limited summary data is available for this year.$18.6$0.00$6.36$12.2$5.85
2020Summary only. Only limited summary data is available for this year.$24.5$0.00$61.4$51.2$10.2
2019Detailed filing. Detailed filing data is available for this year.$14.3$14.3$46.2$49.3$3.09
2018Detailed filing. Detailed filing data is available for this year.$17.4$17.4$49.9$48.0$1.86
2017Detailed filing. Detailed filing data is available for this year.$15.5$15.5$39.1$31.6$7.51
2016Detailed filing. Detailed filing data is available for this year.$8.03$8.03$49.4$59.6$10.1
2015Detailed filing. Detailed filing data is available for this year.$18.2$18.2$54.5$54.4$0.07
2014Summary only. Only limited summary data is available for this year.$18.1$0.00$34.8$31.0$3.72
2013Summary only. Only limited summary data is available for this year.$14.4$0.00$51.6$64.3$12.7
2012Summary only. Only limited summary data is available for this year.$27.1$0.00$53.5$42.4$11.0
2011Summary only. Only limited summary data is available for this year.$16.1$0.00$55.9$47.5$8.37