Civic Intelligence

Davis Academy PTO

EIN 58-2069750 • 501(c)3 • Sandy Springs, GA

Profile

School Parent-Teacher Organization

7300 Twin Branch RoadSandy Springs, GA 30328
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

52nd percentile

-0.7%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

79th percentile

34%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$66,284

Down $470 (-0.7%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$66,284

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Up

$52,945

Up $13,558 (+34%) from 2024

Expenses

Up

$42,615

Up $1,796 (+4.4%) from 2024

Net Income

Up

$10,330

Up $11,762 (+821%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $66,919Liabilities 2011: $02011Assets 2012: $59,277Liabilities 2012: $02012Assets 2013: $52,548Liabilities 2013: $02013Assets 2014: $57,609Liabilities 2014: $02014Assets 2015: $26,610Liabilities 2015: $02015Assets 2016: $27,910Liabilities 2016: $02016Assets 2017: $27,734Liabilities 2017: $02017Assets 2023: $68,186Net Assets 2023: $68,1862023Assets 2024: $66,754Liabilities 2024: $02024Assets 2025: $66,284Net Assets 2025: $66,2842025

Highlighted filing

2025

Assets$66,284
Liabilities-
Net Assets$66,284
Open 2025 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $38,979Expenses 2011: $35,143Net Income 2011: $3,8362011Revenue 2012: $40,647Expenses 2012: $48,289Net Income 2012: -$7,6422012Revenue 2013: $41,721Expenses 2013: $48,450Net Income 2013: -$6,7292013Revenue 2014: $38,819Expenses 2014: $33,758Net Income 2014: $5,0612014Revenue 2015: $43,197Expenses 2015: $74,196Net Income 2015: -$30,9992015Revenue 2016: $40,083Expenses 2016: $38,783Net Income 2016: $1,3002016Revenue 2017: $38,076Expenses 2017: $38,252Net Income 2017: -$1762017Revenue 2023: $38,593Expenses 2023: $32,967Net Income 2023: $5,6262023Revenue 2024: $39,387Expenses 2024: $40,819Net Income 2024: -$1,4322024Revenue 2025: $52,945Expenses 2025: $42,615Net Income 2025: $10,3302025

Highlighted filing

2025

Revenue$52,945
Expenses$42,615
Net Income$10,330
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,284
Liabilities
-
Net assets
$66,284
Revenue
$52,945
Expenses
$42,615
Net income
$10,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$66.3$66.3$52.9$42.6$10.3
2024Summary only. Only limited summary data is available for this year.$66.8$0.00$39.4$40.8$1.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.2$68.2$38.6$33.0$5.63
2017Summary only. Only limited summary data is available for this year.$27.7$0.00$38.1$38.3$0.18
2016Summary only. Only limited summary data is available for this year.$27.9$0.00$40.1$38.8$1.30
2015Summary only. Only limited summary data is available for this year.$26.6$0.00$43.2$74.2$31.0
2014Summary only. Only limited summary data is available for this year.$57.6$0.00$38.8$33.8$5.06
2013Summary only. Only limited summary data is available for this year.$52.5$0.00$41.7$48.5$6.73
2012Summary only. Only limited summary data is available for this year.$59.3$0.00$40.6$48.3$7.64
2011Summary only. Only limited summary data is available for this year.$66.9$0.00$39.0$35.1$3.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 24, 2025
Return Version
2024v5.1
Gross Receipts
$79,595
Mission and Program Overview

Mission

School parent-teacher association

School Parent-Teacher Organization

Program Services

DescriptionGrantsExpenses
Teacher / Staff Appreciation-$28,917
Student Programs-$10,413
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jill H BernsteinTreasurerPT$0--
Meredith LefkoffPresidentPT$0--
Lauren SolomonCopresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Challah Sales$19,790$19,790$18,289$1,501
Uniforms/Spirit Wear$17,033$17,033$5,699$11,334
Total Events$45,238$45,238$26,650$18,588
Filing and Contact Details

Filer

Filer Name
Davis Academy Pto
EIN
58-2069750
Phone
6785969697
Address
7300 Twin Branch Road, Sandy Springs, GA 30328

Signing Officer

Name
Jill H Bernstein
Title
Treasurer
Phone
4044416484
Signed
2025-08-24
Supplemental Narrative

Additional Explanations

Part I Line 20

“Decrease in prepaid assets - -10800”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jill Bernstein
IRS990EZ/BooksInCareOfDetail/PhoneNum04044416484
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07300 Twin Branch Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sandy Springs
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030328
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055954
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066284
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016710
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010330
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066754
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066284
IRS990EZ/FundraisingGrossIncomeAmt045238
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt079595
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017640
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066754
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066284
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066754
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066284
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jill H Bernstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Meredith Lefkoff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lauren Solomon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CoPresident
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010800
IRS990EZ/OtherChangesInNetAssetsAmt0-10800
IRS990EZ/OtherExpensesTotalAmt042615
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0School Parent-Teacher Organization
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher / Staff Appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028917
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110413
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026650
IRS990EZ/SpecialEventsNetIncomeLossAmt018588
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042615
IRS990EZ/TotalProgramServiceExpensesAmt039330
IRS990EZ/TotalRevenueAmt052945
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Parent-Teacher Organization supporting students and faculty of the Davis Academy.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV Section E Line 2a
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0581970181
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Davis Academy
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026650
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Uniforms/Spirit Wear
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Challah Sales
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017033
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045238
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017033
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045238
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018588
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02662
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026650
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05699
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018289
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Decrease in prepaid assets - -10800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jill H Bernstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04044416484
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIS ACADEMY PTO
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0582069750
ReturnHeader/Filer/PhoneNum06785969697
ReturnHeader/Filer/USAddress/AddressLine1Txt07300 Twin Branch Road
ReturnHeader/Filer/USAddress/CityNm0Sandy Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030328
ReturnHeader/ReturnTs02025-08-24T14:13:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits