Civic Intelligence

PTA Georgia Congress Hightower Trail Middle School

990EZ • Fiscal year 2017 • EIN 58-2053371

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 27, 2017

3905 Post Oak Tritt RoadMarietta, GA 30062-5115

(770) 509-6201

Siviq Scores

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

Liabilities / Assets

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-41%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$14,041

Down $10,975 (-44%) from 2016

Net Assets

Down

$11,862

Down $10,975 (-48%) from 2016

Liabilities

Flat

$2,179

Flat from 2016

Revenue

Down

$25,779

Down $13,275 (-34%) from 2016

Expenses

Up

$36,419

Up $1,748 (+5.0%) from 2016

Net Income

Down

-$10,640

Down $15,023 (-343%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $12,606Net Assets 2012: $12,6062012Assets 2013: $12,558Liabilities 2013: $754Net Assets 2013: $11,8042013Assets 2014: $20,303Net Assets 2014: $20,3032014Assets 2015: $20,903Liabilities 2015: $2,449Net Assets 2015: $18,4542015Assets 2016: $25,016Liabilities 2016: $2,179Net Assets 2016: $22,8372016Assets 2017: $14,041Liabilities 2017: $2,179Net Assets 2017: $11,8622017Assets 2018: $31,784Liabilities 2018: $1,500Net Assets 2018: $30,2842018Assets 2019: $33,538Liabilities 2019: $2,550Net Assets 2019: $30,9882019Assets 2020: $36,426Liabilities 2020: $2,212Net Assets 2020: $34,2142020Assets 2021: $39,064Liabilities 2021: $1,980Net Assets 2021: $37,0842021Assets 2022: $58,988Liabilities 2022: $1,148Net Assets 2022: $57,8402022Assets 2023: $31,343Liabilities 2023: $409Net Assets 2023: $30,9342023Assets 2024: $33,223Liabilities 2024: $484Net Assets 2024: $32,7392024

Highlighted filing

2017

Assets$14,041
Liabilities$2,179
Net Assets$11,862

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $18,035Expenses 2012: $21,215Net Income 2012: -$3,1802012Revenue 2013: $21,115Expenses 2013: $16,082Net Income 2013: $5,0332013Revenue 2014: $27,158Expenses 2014: $18,659Net Income 2014: $8,4992014Revenue 2015: $20,920Expenses 2015: $22,769Net Income 2015: -$1,8492015Revenue 2016: $39,054Expenses 2016: $34,671Net Income 2016: $4,3832016Revenue 2017: $25,779Expenses 2017: $36,419Net Income 2017: -$10,6402017Revenue 2018: $60,269Expenses 2018: $37,058Net Income 2018: $23,2112018Revenue 2019: $28,022Expenses 2019: $26,268Net Income 2019: $1,7542019Revenue 2020: $28,740Expenses 2020: $25,514Net Income 2020: $3,2262020Revenue 2021: $26,766Expenses 2021: $23,896Net Income 2021: $2,8702021Revenue 2022: $41,585Expenses 2022: $20,829Net Income 2022: $20,7562022Revenue 2023: $52,286Expenses 2023: $79,191Net Income 2023: -$26,9052023Revenue 2024: $43,864Expenses 2024: $57,090Net Income 2024: -$13,2262024

Highlighted filing

2017

Revenue$25,779
Expenses$36,419
Net Income-$10,640
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 27, 2017
Return Version
2016v3.0
Gross Receipts
$96,738
Mission and Program Overview

Mission

The overall mission of hightower trail middle school ptsa is to make every childs potential a reality by engaging and empowering families and communities to advocate for all children

Support Enhance Education / Child Advocacy

Program Services

DescriptionGrantsExpenses
Honors / Hospitality / Literacy / Counselor and Student Support / PODS Moms / DOGS Committee / Community Outreach-$8,329
Teacher of the Year / Student Dances / Special Projects / Staff Recognition / Eagle Projects-$4,049
Arts in Education / Parent Involvement / Earth Week / Health / Heros / Honors-$3,736
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen AmsterdamCo-PresidentPT$0--
Julie TibbsCo-PresidentPT$0--
Ester CollinsCo-VPPT$0--
Amy JacobsCo-VPPT$0--
Michelle SchlundtSecretaryPT$0--
Julie SevyTreasurerPT$0--
Meredith WarlickParliamentarianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Sign$1,562$1,562-$1,562
Mural Project$495$495-$495
Total Events$10,917$10,917$4,717$6,200
Filing and Contact Details

Filer

Filer Name
PTA Georgia Congress Hightower Trail Middle School
EIN
58-2053371
Phone
7705096201
Address
3905 Post Oak Tritt Road, Marietta, GA 30062-5115

Signing Officer

Name
Julie Sevy
Title
Treasurer
Signed
2017-07-27
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 10, Grants Paid

Activity Grants, Grantee Hightower Trail Middle School 3905 Post Oak Tritt Road Marietta GA 30062, Cash Grant 16,015, Relationship Donor

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

Bank / PayPal / Square Fees 1,328

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

Administrative 1,207

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

Clinic 154

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

Program Services 16,114

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

Insurance / Incorporation 215

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

Contingency Fund 1

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

National/State PTSA Dues -335

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

National / State PTSA Dues Beginning of year 2,179, End of year 2,179

Raw XML Appendix220 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/USAddress/CityNm0Marietta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0300625115
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kathleen Amsterdam
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Julie Tibbs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ester Collins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amy Jacobs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michelle Schlundt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Julie Sevy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Meredith Warlick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-335
IRS990EZ/OtherExpensesTotalAmt019019
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Enhance Education / Child Advocacy
IRS990EZ/PrintingPublicationsPostageAmt0690
IRS990EZ/ProgramServiceRevenueAmt01362
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Arts in Education / Parent Involvement / Earth Week / Health / Heros / Honors
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Honors / Hospitality / Literacy / Counselor and Student Support / PODS Moms / DOGS Committee / Community Outreach
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher of the Year / Student Dances / Special Projects / Staff Recognition / Eagle Projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03736
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18329
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24049
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04717
IRS990EZ/SpecialEventsNetIncomeLossAmt06200
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02179
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02179
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt036419
IRS990EZ/TotalProgramServiceExpensesAmt016114
IRS990EZ/TotalRevenueAmt025779
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http//huskyptsa.info/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031276
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037897
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021934
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt027026
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0138423
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065463
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt022531
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03425
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0148728
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096739
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030614
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt023722
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0287168
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04717
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Mural Project
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0School Sign
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0495
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01562
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IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0GA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Grants, Grantee Hightower Trail Middle School 3905 Post Oak Tritt Road Marietta GA 30062, Cash Grant 16,015, Relationship Donor
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank / PayPal / Square Fees 1,328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Administrative 1,207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Clinic 154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program Services 16,114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance / Incorporation 215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Contingency Fund 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7National/State PTSA Dues -335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8National / State PTSA Dues Beginning of year 2,179, End of year 2,179
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Sevy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Georgia Congress Hightower Trail Middle School
ReturnHeader/Filer/BusinessNameControlTxt0PTAG
ReturnHeader/Filer/EIN0582053371
ReturnHeader/Filer/PhoneNum07705096201
ReturnHeader/Filer/USAddress/AddressLine1Txt03905 Post Oak Tritt Road
ReturnHeader/Filer/USAddress/CityNm0Marietta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0300625115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0175FC2DA3B7D56DDE98A150236D5ECFF7B23E02F
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.219.16.164
ReturnHeader/FilingSecurityInformation/IPDt02017-08-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm020:34:49
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/PreparationDt02017-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald E Potts CPA CGMA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-07-27T01:30:03-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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