Civic Intelligence

Davis Academy PTA

990EZ • Fiscal year 2023 • EIN 58-2069750

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 14, 2023

Organization ProfileN/A
8105 Roberts DriveAtlanta, GA 30350

(678) 596-9697

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$68,186

Up $40,452 (+146%) from 2017

Net Assets

$68,186

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$38,593

Up $517 (+1.4%) from 2017

Expenses

Down

$32,967

Down $5,285 (-14%) from 2017

Net Income

Up

$5,626

Up $5,802 (+3297%) from 2017

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2023

Assets$68,186
Liabilities-
Net Assets$68,186
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$38,593
Expenses$32,967
Net Income$5,626
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 14, 2023
Return Version
2022v5.0
Gross Receipts
$63,560
Mission and Program Overview

Mission

School parent-teacher association

Program Services

DescriptionGrantsExpenses
TEACHER / STAFF APPRECIATION-$18,428
STUDENT PROGRAMS-$12,830
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NIKKI GOLDSTEINCo-PresidentPT$0--
STACEY DAVISCo-PresidentPT$0--
MARISSA SHEDROWTreasurer-$0--
DEENA WEINTRAUBCommunications-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Challah Sales$16,178$16,178$15,141$1,037
Other (4)$11,834$11,834$5,333$6,501
Total Events$38,599$38,599$24,967$13,632
Filing and Contact Details

Filer

Filer Name
Davis Academy Pto
EIN
58-2069750
Phone
6785969697
Address
8105 ROBERTS DRIVE, ATLANTA, GA 30350

Signing Officer

Name
Marissa Shedrow
Title
Treasurer
Signed
2023-07-14
Discuss with paid preparer
Yes

Preparer

Firm
William M Kellert CPA PC
Address
1776 Old Springhouse Lane 106, Atlanta, GA 30338
Preparer
William M Kellert
Phone
7704528744
Supplemental Narrative

Additional Explanations

Other Expenses.1

“PROGRAM SERVICES $31258”

Other Expenses.2

“Administrative costs $1709”

Statement Note 1

“Schedule G, Part II - Activities Revenue Expenses NetBook Fair $5,865 $2,044 $3,821Davis Dance 3,105 779 2,326Davis Parent U. 1,040 1,010 30Mini Golf 1,824 1,500 324 ------ ------ ------Sub-Total $11,834 $5,333 $6,501Spirit Wear / Uniforms $10,587 $4,493 $6,094Challah Sales $16,178 $15,141 $1,037 -------- -------- -------Total $38,599 $24,967 $13,632”

Raw XML Appendix173 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/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STACEY DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARISSA SHEDROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEENA WEINTRAUB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMMUNICATIONS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032967
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL PARENT-TEACHER ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER / STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018428
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112830
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024967
IRS990EZ/SpecialEventsNetIncomeLossAmt013632
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032967
IRS990EZ/TotalProgramServiceExpensesAmt031258
IRS990EZ/TotalRevenueAmt038593
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
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: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024967
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHALLAH SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER (4)
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016178
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011834
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010587
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016178
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015141
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05333
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICES $31258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATIVE COSTS $1709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Schedule G, Part II - Activities Revenue Expenses NetBook Fair $5,865 $2,044 $3,821Davis Dance 3,105 779 2,326Davis Parent U. 1,040 1,010 30Mini Golf 1,824 1,500 324 ------ ------ ------Sub-Total $11,834 $5,333 $6,501Spirit Wear / Uniforms $10,587 $4,493 $6,094Challah Sales $16,178 $15,141 $1,037 -------- -------- -------Total $38,599 $24,967 $13,632
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Statement Note 1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARISSA SHEDROW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-14
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ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0582069750
ReturnHeader/Filer/PhoneNum06785969697
ReturnHeader/Filer/USAddress/AddressLine1Txt08105 ROBERTS DRIVE
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030350
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582549159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William M Kellert CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01776 Old Springhouse Lane 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030338
ReturnHeader/PreparerPersonGrp/PhoneNum07704528744
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William M Kellert
ReturnHeader/ReturnTs02023-07-14T10:55:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHEDROW
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,186
Liabilities
-
Net assets
$68,186
Revenue
$38,593
Expenses
$32,967
Net income
$5,626
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
2023Detailed filing. Detailed filing data is available for this year.$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