Civic Intelligence

PTA Ga Congressdaves Creek Elementary PTA

990EZ • Fiscal year 2015 • EIN 58-2265288

Jul 01, 2014 to Jun 30, 2015 • Filed on Jul 14, 2016

Organization ProfileN/A
3740 Melody Mizer LaneCumming, GA 30041

(770) 888-1222

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

27th percentile

-6.6%

Higher net margin than 27% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

52nd percentile

2.6%

Faster revenue growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$26,718

Down $5,108 (-16%) from 2014

Net Assets

Down

$26,718

Down $5,108 (-16%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Up

$76,951

Up $1,915 (+2.6%) from 2014

Expenses

Up

$82,059

Up $30,815 (+60%) from 2014

Net Income

Down

-$5,108

Down $28,900 (-121%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$60K$40K$20K$0Assets 2013: $8,034Liabilities 2013: $02013Assets 2014: $31,826Net Assets 2014: $31,8262014Assets 2015: $26,718Net Assets 2015: $26,7182015Assets 2016: $34,104Liabilities 2016: $02016Assets 2017: $49,157Liabilities 2017: $02017Assets 2018: $37,324Net Assets 2018: $37,3242018Assets 2019: $34,419Net Assets 2019: $34,4192019Assets 2020: $14,228Liabilities 2020: $02020Assets 2021: $18,375Liabilities 2021: $02021Assets 2022: $27,287Net Assets 2022: $27,2872022Assets 2023: $23,045Liabilities 2023: $02023Assets 2024: $25,256Liabilities 2024: $0Net Assets 2024: $25,2562024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2015

Assets$26,718
Liabilities-
Net Assets$26,718
Open 2015 Filing

Operations Trend

Revenue Growth52nd percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $57,446Expenses 2013: $65,463Net Income 2013: -$8,0172013Revenue 2014: $75,036Expenses 2014: $51,244Net Income 2014: $23,7922014Revenue 2015: $76,951Expenses 2015: $82,059Net Income 2015: -$5,1082015Revenue 2016: $89,732Expenses 2016: $82,346Net Income 2016: $7,3862016Revenue 2017: $85,139Expenses 2017: $69,966Net Income 2017: $15,1732017Revenue 2018: $78,230Expenses 2018: $89,926Net Income 2018: -$11,6962018Revenue 2019: $73,751Expenses 2019: $76,656Net Income 2019: -$2,9052019Revenue 2020: $63,046Expenses 2020: $83,237Net Income 2020: -$20,1912020Revenue 2021: $40,630Expenses 2021: $36,483Net Income 2021: $4,1472021Revenue 2022: $66,236Expenses 2022: $57,324Net Income 2022: $8,9122022Revenue 2023: $72,566Expenses 2023: $76,808Net Income 2023: -$4,2422023Revenue 2024: $105,178Expenses 2024: $102,970Net Income 2024: $2,2082024Revenue 2025: $73,881Expenses 2025: $99,137Net Income 2025: -$25,2562025

Highlighted filing

2015

Revenue$76,951
Expenses$82,059
Net Income-$5,108
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jul 14, 2016
Return Version
2014v6.0
Gross Receipts
$119,507
Mission and Program Overview

Mission

Child Advocacy

Program Services

DescriptionGrantsExpenses
Provide a forum for parents and teachers to communicate for the benefit of the students. Provide social events. Supply school with needed supplies and educational items.-$73,909
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER BRYANTPresidentPT$0--
KATHY BARRONVice PresidentPT$0--
BARBARA LECZ-LAVALLEVice PresidentPT$0--
KIMBERLY NELSONTreasurerPT$0--
HEENA KERLSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yearbook/Spiritwear$21,236$21,236$9,903$11,333
Holiday Gift Shop$15,138$15,138$11,637$3,501
Total Events$53,230$53,230$32,840$20,390
Filing and Contact Details

Filer

Filer Name
PTA GA CongressDaves Creek Elementary PTA
EIN
58-2265288
Phone
7708881222
Address
3740 Melody Mizer Lane, Cumming, GA 30041

Signing Officer

Name
Kimberly Nelson
Title
Treasurer
Phone
7708881222
Signed
2016-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Worth & Associates CPAs
Address
5400 Laurel Springs Pkwy Ste 702, Suwanee, GA 30024
Preparer
Julia V Amendola CPA
Phone
7708863829
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Child advocacy see part iii 56742.”

Form 990EZ, Part I, Line 16

“Membership donation and dues paid 4024. Pta programs 15254. Accounting 250. Bank service charges 104. Credit card fees 2406. Office supplies 627. Forsyth council 175. Incorporation fees 30. Pta insurance 215. Pta website 1067.”

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/PersonNm0KIMBERLY NELSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07708881222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03740 Melody Mizer Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cumming
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030041
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031826
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026718
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IRS990EZ/ContributionsGiftsGrantsEtcAmt036504
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5108
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031826
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026718
IRS990EZ/FundraisingGrossIncomeAmt074574
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt056742
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0119507
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08429
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031826
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026718
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031826
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt018.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt318.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt412.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER BRYANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHY BARRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARBARA LECZ-LAVALLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIMBERLY NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEENA KERL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024152
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy
IRS990EZ/PrintingPublicationsPostageAmt01165
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide a forum for parents and teachers to communicate for the benefit of the students. Provide social events. Supply school with needed supplies and educational items.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073909
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042556
IRS990EZ/SpecialEventsNetIncomeLossAmt032018
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082059
IRS990EZ/TotalProgramServiceExpensesAmt073909
IRS990EZ/TotalRevenueAmt076951
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt044933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035683
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035883
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0186174
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt074574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt082894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056538
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt044466
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0309006
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0495180
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0119507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0121534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt092221
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt086417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075501
IRS990ScheduleA/Total509Grp/TotalAmt0495180
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0495180
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032840
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Holiday Gift Shop
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Yearbook/Spiritwear
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021236
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016856
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021236
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016856
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053230
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020390
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011300
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032840
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011637
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHILD ADVOCACY SEE PART III 56742.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP DONATION AND DUES PAID 4024. PTA PROGRAMS 15254. ACCOUNTING 250. BANK SERVICE CHARGES 104. CREDIT CARD FEES 2406. OFFICE SUPPLIES 627. FORSYTH COUNCIL 175. INCORPORATION FEES 30. PTA INSURANCE 215. PTA WEBSITE 1067.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07708881222
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA GA CongressDaves Creek Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAG
ReturnHeader/Filer/EIN0582265288
ReturnHeader/Filer/PhoneNum07708881222
ReturnHeader/Filer/USAddress/AddressLine1Txt03740 Melody Mizer Lane
ReturnHeader/Filer/USAddress/CityNm0Cumming
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030041
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Worth & Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05400 Laurel Springs Pkwy Ste 702
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Suwanee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030024
ReturnHeader/PreparerPersonGrp/PhoneNum07708863829
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA V AMENDOLA CPA
ReturnHeader/ReturnTs02016-07-31T07:43:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,718
Liabilities
-
Net assets
$26,718
Revenue
$76,951
Expenses
$82,059
Net income
-$5,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.74$0.99$0.25
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$1.05$1.03$0.02
2023Summary only. Only limited summary data is available for this year.$0.23$0.00$0.73$0.77$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.66$0.57$0.09
2021Summary only. Only limited summary data is available for this year.$0.18$0.00$0.41$0.36$0.04
2020Summary only. Only limited summary data is available for this year.$0.14$0.00$0.63$0.83$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$0.74$0.77$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.37$0.78$0.90$0.12
2017Summary only. Only limited summary data is available for this year.$0.49$0.00$0.85$0.70$0.15
2016Summary only. Only limited summary data is available for this year.$0.34$0.00$0.90$0.82$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.77$0.82$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.75$0.51$0.24
2013Summary only. Only limited summary data is available for this year.$0.08$0.00$0.57$0.65$0.08