Civic Intelligence

PTA Georgia Congress

990EZ • Fiscal year 2024 • EIN 58-1796507

Aug 01, 2023 to Jul 31, 2024 • Filed on Aug 14, 2024

130 Killian Hill RdLilburn, GA 30047

(770) 921-2705

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

38th percentile

-1.7%

Higher net margin than 38% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-4.0%

Faster asset growth than 40% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Flat

$25,242

Flat from 2024

Net Assets

$25,242

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$60,229

Flat from 2024

Expenses

Flat

$61,274

Flat from 2024

Net Income

Flat

-$1,045

Flat from 2024

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: $15,331Liabilities 2011: $0Net Assets 2011: $15,3312011Assets 2012: $11,556Liabilities 2012: $968Net Assets 2012: $10,5882012Assets 2013: $22,193Liabilities 2013: $3,737Net Assets 2013: $18,4562013Assets 2014: $10,316Liabilities 2014: $02014Assets 2015: $10,845Liabilities 2015: $02015Assets 2016: $16,937Liabilities 2016: $02016Assets 2017: $10,742Liabilities 2017: $02017Assets 2018: $10,057Liabilities 2018: $02018Assets 2019: $14,991Liabilities 2019: $02019Assets 2020: $21,158Liabilities 2020: $02020Assets 2021: $14,244Liabilities 2021: $0Net Assets 2021: $14,2442021Assets 2022: $34,895Net Assets 2022: $34,8952022Assets 2023: $26,286Net Assets 2023: $26,2862023Assets 2024: $25,242Net Assets 2024: $25,2422024Assets 2024: $25,242Liabilities 2024: $02024Assets 2025: $23,406Liabilities 2025: $0Net Assets 2025: $23,4062025

Highlighted filing

2024

Assets$25,242
Liabilities-
Net Assets$25,242

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $43,885Expenses 2011: $51,068Net Income 2011: -$7,1832011Revenue 2012: $43,145Expenses 2012: $47,888Net Income 2012: -$4,7432012Revenue 2013: $32,308Expenses 2013: $24,440Net Income 2013: $7,8682013Revenue 2014: $50,623Expenses 2014: $58,763Net Income 2014: -$8,1402014Revenue 2015: $41,246Expenses 2015: $40,717Net Income 2015: $5292015Revenue 2016: $44,237Expenses 2016: $38,145Net Income 2016: $6,0922016Revenue 2017: $56,151Expenses 2017: $62,346Net Income 2017: -$6,1952017Revenue 2018: $48,236Expenses 2018: $48,921Net Income 2018: -$6852018Revenue 2019: $51,798Expenses 2019: $46,864Net Income 2019: $4,9342019Revenue 2020: $33,860Expenses 2020: $27,693Net Income 2020: $6,1672020Revenue 2021: $8,097Expenses 2021: $15,011Net Income 2021: -$6,9142021Revenue 2022: $66,531Expenses 2022: $45,880Net Income 2022: $20,6512022Revenue 2023: $68,318Expenses 2023: $76,925Net Income 2023: -$8,6072023Revenue 2024: $60,229Expenses 2024: $61,274Net Income 2024: -$1,0452024Revenue 2024: $60,229Expenses 2024: $61,274Net Income 2024: -$1,0452024Revenue 2025: $56,808Expenses 2025: $58,644Net Income 2025: -$1,8362025

Highlighted filing

2024

Revenue$60,229
Expenses$61,274
Net Income-$1,045
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Aug 14, 2024
Return Version
2023v5.0
Gross Receipts
$60,229
Mission and Program Overview

Mission

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 further the education, physical and mental health, welfare, and sfety of children and youth; to promote the collaboration and engagement of families and educators in the education of chidren and youth; to engage the public in united effors to secure the physical, mental, emotional, spiritual, and social well-being of all children and youth; and to advocate for fiscal responsibility regarding public tax dollars in public education funding.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ACTIVITY DAYS; TO PROVIDE AGENDAS; TO PROVIDE ENVIRONMENTAL AND BEAUTIFICATION; TO PROVIDE STUDENT FAMILY ASSISTANCE; ALL THESE BENEFIT ALL STUDENTS, STAFF, AND FAMILIES OF TRICKUM MIDDLE SCHOOL.-$14,990
TO PROVIDE THE BENEFITS OF PTA MEMBERSHIP AT THE LOCAL, STATE, AND NATIONAL LEVELS; TO PROVIDE PTA CORE PROGRAMS; TO PROVIDE REFLECTIONS; ALL THESE BENEFIT ALL STUDENTS, STAFF, AND FAMILIES OF TRICKUM MIDDLE SCHOOL.-$8,046
TO PROVIDE TEACHER/STAFF APPRECIATION; TO PROVIDE INSTRUCTION ENHANCEMENTS; TO PROVIDE PBIS-POSITIVE BEHAVIORAL PROGRAM; ALL THESE BENEFIT ALL STUDENTS AND FACULTY AT TRICKUM MIDDLE SCHOOL.-$5,981
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERSCHELE BROOKSCo-President-$0--
RACHEL RENNICKCo-President-$0--
SHAHINA BUTLERVice Preside-$0--
JESS WHITHEARSecretary-$0--
AMANDA METCALFTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Pta Georgia Congress
EIN
58-1796507
Phone
7709212705
Address
130 KILLIAN HILL RD, LILBURN, GA 30047

Signing Officer

Name
Amanda Metcalf
Title
Treasurer
Phone
7709212705
Signed
2024-08-14

Preparer

Firm
Wilson Lewis
Address
6650 SUGARLOAF PKWY STE 900, DULUTH, GA 30097
Preparer
Thomas E Kennedy
Phone
7704761004
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses pta fees & liability ins 215 pta council dues 250 operational expenses 1,139 membership expenses 238 pbis - positive behaviour 3,912 student team competitions 560 agendas 4,000 teacher of the year 324 teacher/staffappriciation 1,400 bus driver appreciation 345 color run 10,446 school socials 4,054 activity day 10,430 reflections 250 spirit wear 5,457 hospitality 2,484 contribution to tms 15,000 watch dogs 770 total 61,274

Form 990-ez, Part III

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 further the education, physical and mental health, welfare, and sfety of children and youth; to promote the collaboration and engagement of families and educators in the education of chidren and youth; to engage the public in united effors to secure the physical, mental, emotional, spiritual, and social well-being of all children and youth; and to advocate for fiscal responsibility regarding public tax dollars in public education funding.

Raw XML Appendix145 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/USAddress/CityNm0LILBURN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHAHINA BUTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESS WHITHEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMANDA METCALF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt061274
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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 FURTHER THE EDUCATION, PHYSICAL AND MENTAL HEALTH, WELFARE, AND SFETY OF CHILDREN AND YOUTH; TO PROMOTE THE COLLABORATION AND ENGAGEMENT OF FAMILIES AND EDUCATORS IN THE EDUCATION OF CHIDREN AND YOUTH; TO ENGAGE THE PUBLIC IN UNITED EFFORS TO SECURE THE PHYSICAL, MENTAL, EMOTIONAL, SPIRITUAL, AND SOCIAL WELL-BEING OF ALL CHILDREN AND YOUTH; AND TO ADVOCATE FOR FISCAL RESPONSIBILITY REGARDING PUBLIC TAX DOLLARS IN PUBLIC EDUCATION FUNDING.
IRS990EZ/ProgramServiceRevenueAmt055124
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE TEACHER/STAFF APPRECIATION; TO PROVIDE INSTRUCTION ENHANCEMENTS; TO PROVIDE PBIS-POSITIVE BEHAVIORAL PROGRAM; ALL THESE BENEFIT ALL STUDENTS AND FACULTY AT TRICKUM MIDDLE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE ACTIVITY DAYS; TO PROVIDE AGENDAS; TO PROVIDE ENVIRONMENTAL AND BEAUTIFICATION; TO PROVIDE STUDENT FAMILY ASSISTANCE; ALL THESE BENEFIT ALL STUDENTS, STAFF, AND FAMILIES OF TRICKUM MIDDLE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO PROVIDE THE BENEFITS OF PTA MEMBERSHIP AT THE LOCAL, STATE, AND NATIONAL LEVELS; TO PROVIDE PTA CORE PROGRAMS; TO PROVIDE REFLECTIONS; ALL THESE BENEFIT ALL STUDENTS, STAFF, AND FAMILIES OF TRICKUM MIDDLE SCHOOL.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114990
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt072
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06577
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017294
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041089
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0240686
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051521
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0257980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PTA FEES & LIABILITY INS 215 PTA COUNCIL DUES 250 OPERATIONAL EXPENSES 1,139 MEMBERSHIP EXPENSES 238 PBIS - POSITIVE BEHAVIOUR 3,912 STUDENT TEAM COMPETITIONS 560 AGENDAS 4,000 TEACHER OF THE YEAR 324 TEACHER/STAFFAPPRICIATION 1,400 BUS DRIVER APPRECIATION 345 COLOR RUN 10,446 SCHOOL SOCIALS 4,054 ACTIVITY DAY 10,430 REFLECTIONS 250 SPIRIT WEAR 5,457 HOSPITALITY 2,484 CONTRIBUTION TO TMS 15,000 WATCH DOGS 770 TOTAL 61,274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO 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 FURTHER THE EDUCATION, PHYSICAL AND MENTAL HEALTH, WELFARE, AND SFETY OF CHILDREN AND YOUTH; TO PROMOTE THE COLLABORATION AND ENGAGEMENT OF FAMILIES AND EDUCATORS IN THE EDUCATION OF CHIDREN AND YOUTH; TO ENGAGE THE PUBLIC IN UNITED EFFORS TO SECURE THE PHYSICAL, MENTAL, EMOTIONAL, SPIRITUAL, AND SOCIAL WELL-BEING OF ALL CHILDREN AND YOUTH; AND TO ADVOCATE FOR FISCAL RESPONSIBILITY REGARDING PUBLIC TAX DOLLARS IN PUBLIC EDUCATION FUNDING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA METCALF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07709212705
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA GEORGIA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRICKUM MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PTAG
ReturnHeader/Filer/EIN0581796507
ReturnHeader/Filer/PhoneNum07709212705
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 KILLIAN HILL RD
ReturnHeader/Filer/USAddress/CityNm0LILBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030047
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0933193181
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILSON LEWIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06650 SUGARLOAF PKWY STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030097
ReturnHeader/PreparerPersonGrp/PhoneNum07704761004
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS E KENNEDY
ReturnHeader/ReturnTs02024-08-26T10:19:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
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.$23.4$0.00$23.4$56.8$58.6$1.84
2024Detailed filing. Detailed filing data is available for this year.$25.2$25.2$60.2$61.3$1.05
2024Summary only. Only limited summary data is available for this year.$25.2$0.00$60.2$61.3$1.05
2023Detailed filing. Detailed filing data is available for this year.$26.3$26.3$68.3$76.9$8.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.9$34.9$66.5$45.9$20.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.00$14.2$8.10$15.0$6.91
2020Summary only. Only limited summary data is available for this year.$21.2$0.00$33.9$27.7$6.17
2019Summary only. Only limited summary data is available for this year.$15.0$0.00$51.8$46.9$4.93
2018Summary only. Only limited summary data is available for this year.$10.1$0.00$48.2$48.9$0.69
2017Summary only. Only limited summary data is available for this year.$10.7$0.00$56.2$62.3$6.20
2016Summary only. Only limited summary data is available for this year.$16.9$0.00$44.2$38.1$6.09
2015Summary only. Only limited summary data is available for this year.$10.8$0.00$41.2$40.7$0.53
2014Summary only. Only limited summary data is available for this year.$10.3$0.00$50.6$58.8$8.14
2013Summary only. Only limited summary data is available for this year.$22.2$3.74$18.5$32.3$24.4$7.87
2012Summary only. Only limited summary data is available for this year.$11.6$0.97$10.6$43.1$47.9$4.74
2011Summary only. Only limited summary data is available for this year.$15.3$0.00$15.3$43.9$51.1$7.18