Civic Intelligence

Chalker Elementary School PTA

990EZ • Fiscal year 2025 • EIN 58-2318233

Jul 01, 2024 to Jun 30, 2025 • Filed on Aug 15, 2025

Organization ProfileN/A
325 North Booth RoadKennesaw, GA 30144

(678) 494-7621

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

89th percentile

38%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

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

Asset Growth

93rd percentile

67%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$51,252

Up $20,520 (+67%) from 2024

Net Assets

$51,251

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Down

$54,143

Down $8,213 (-13%) from 2024

Expenses

Down

$33,624

Down $18,045 (-35%) from 2024

Net Income

Up

$20,519

Up $9,832 (+92%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$60K$40K$20K$0Assets 2011: $17,735Liabilities 2011: $847Net Assets 2011: $16,8882011Assets 2012: $16,882Net Assets 2012: $16,8822012Assets 2013: $12,879Net Assets 2013: $12,8792013Assets 2014: $15,427Net Assets 2014: $15,4272014Assets 2015: $14,340Net Assets 2015: $14,3402015Assets 2016: $24,547Net Assets 2016: $24,5472016Assets 2017: $23,801Net Assets 2017: $23,8012017Assets 2018: $16,181Net Assets 2018: $16,1812018Assets 2023: $20,045Liabilities 2023: $0Net Assets 2023: $20,0452023Assets 2024: $30,732Liabilities 2024: $02024Assets 2025: $51,252Net Assets 2025: $51,2512025

Highlighted filing

2025

Assets$51,252
Liabilities-
Net Assets$51,251
Open 2025 Filing

Operations Trend

Revenue Growth24th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $65,502Expenses 2011: $67,060Net Income 2011: -$1,5582011Revenue 2012: $45,707Expenses 2012: $45,713Net Income 2012: -$62012Revenue 2013: $41,964Expenses 2013: $45,967Net Income 2013: -$4,0032013Revenue 2014: $44,946Expenses 2014: $42,398Net Income 2014: $2,5482014Revenue 2015: $40,885Expenses 2015: $41,972Net Income 2015: -$1,0872015Revenue 2016: $57,928Expenses 2016: $47,721Net Income 2016: $10,2072016Revenue 2017: $38,338Expenses 2017: $39,084Net Income 2017: -$7462017Revenue 2018: $25,278Expenses 2018: $32,898Net Income 2018: -$7,6202018Revenue 2023: $43,302Expenses 2023: $53,696Net Income 2023: -$10,3942023Revenue 2024: $62,356Expenses 2024: $51,669Net Income 2024: $10,6872024Revenue 2025: $54,143Expenses 2025: $33,624Net Income 2025: $20,5192025

Highlighted filing

2025

Revenue$54,143
Expenses$33,624
Net Income$20,519
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 15, 2025
Return Version
2024v5.0
Gross Receipts
$75,834
Mission and Program Overview

Mission

Support school's staff and students

Parent teacher student assoc

Program Services

DescriptionGrantsExpenses
CLASSROOM SUPPORT/GRANTS-$12,475
SCHOOL IMPROVEMENTS AND BEAUTIFICATION-$8,973
STUDENT ENRICHMENT-$6,978
OTHER PROGRAM SERVICES-$5,198
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUSTINE TAYLORPresidentPT$0--
CHAD MOOREAdvisorPT$0--
KENDRA MOOREAdvisorPT$0--
RHONDA MAGEESecretaryPT$0--
MICHELLE ROSETreasurerPT$0--
TARA CRATEAdvisorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cheetah Char$38,866$38,866$12,347$26,519
Total Events$38,866$38,866$12,347$26,519
Filing and Contact Details

Filer

Filer Name
Chalker Elementary School Pta
EIN
58-2318233
Address
325 NORTH BOOTH ROAD, KENNESAW, GA 30144

Signing Officer

Name
Michelle Rose
Title
Treasurer
Signed
2025-08-15
Discuss with paid preparer
Yes

Preparer

Firm
1st Source Tax and Accounting Inc
Address
3103 COBB PARKWAY NW, KENNESAW, GA 30152
Preparer
Lauren Lambert
Phone
7705296300
Supplemental Narrative

Additional Explanations

Part I Line 8

“Spring fling 1922 school supply kits 1470.82 other sales 660.50”

Part 1 Line 16

“Student enrichment 6977.65 family engagement 4083.17 health and wellness 1668.09 hospitality 77.83 administrative fees 3853.43”

Part 1 Line 10

“Grants paid out to teachers for classroom enrichment and other similar programs to benefit students and the community”

Part 2 Line 31

“Other program services and family engagement”

Raw XML Appendix169 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/PersonNm0CHALKER ES PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum06784947621
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0325 NORTH BOOTH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KENNESAW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030144
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030732
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051252
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09614
IRS990EZ/CostOfGoodsSoldAmt08329
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020519
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030732
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051252
IRS990EZ/FundraisingGrossIncomeAmt040110
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016350
IRS990EZ/GrossProfitLossSlsOfInvntryAmt013052
IRS990EZ/GrossReceiptsAmt075834
IRS990EZ/GrossSalesOfInventoryAmt021381
IRS990EZ/GroupExemptionNum01595
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0676
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030732
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051251
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030732
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051252
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUSTINE TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHAD MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KENDRA MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RHONDA MAGEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TARA CRATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ADVISOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016660
IRS990EZ/OtherRevenueTotalAmt04053
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER STUDENT ASSOC
IRS990EZ/PrintingPublicationsPostageAmt0614
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL IMPROVEMENTS AND BEAUTIFICATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLASSROOM SUPPORT/GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAM SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08973
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112475
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26978
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt35198
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013362
IRS990EZ/SpecialEventsNetIncomeLossAmt026748
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033624
IRS990EZ/TotalProgramServiceExpensesAmt033624
IRS990EZ/TotalRevenueAmt054143
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019057
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt075834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt090590
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt082544
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0248968
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0268025
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084260
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096172
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087593
IRS990ScheduleA/Total509Grp/TotalAmt0268025
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087593
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0268025
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012347
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHEETAH CHAR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038866
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026519
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012347
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPRING FLING 1922 SCHOOL SUPPLY KITS 1470.82 OTHER SALES 660.50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT ENRICHMENT 6977.65 FAMILY ENGAGEMENT 4083.17 HEALTH AND WELLNESS 1668.09 HOSPITALITY 77.83 ADMINISTRATIVE FEES 3853.43
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS PAID OUT TO TEACHERS FOR CLASSROOM ENRICHMENT AND OTHER SIMILAR PROGRAMS TO BENEFIT STUDENTS AND THE COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER PROGRAM SERVICES AND FAMILY ENGAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 2 LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHALKER ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0CHAL
ReturnHeader/Filer/EIN0582318233
ReturnHeader/Filer/USAddress/AddressLine1Txt0325 NORTH BOOTH ROAD
ReturnHeader/Filer/USAddress/CityNm0KENNESAW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030144
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261402473
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt01ST SOURCE TAX AND ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03103 COBB PARKWAY NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNESAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030152
ReturnHeader/PreparerPersonGrp/PhoneNum07705296300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN LAMBERT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-15T16:22:37-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$51,252
Liabilities
-
Net assets
$51,251
Revenue
$54,143
Expenses
$33,624
Net income
$20,519
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$51.3$51.3$54.1$33.6$20.5
2024Summary only. Only limited summary data is available for this year.$30.7$0.00$62.4$51.7$10.7
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$0.00$20.0$43.3$53.7$10.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$16.2$25.3$32.9$7.62
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.8$23.8$38.3$39.1$0.75
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.5$24.5$57.9$47.7$10.2
2015Detailed filing. Detailed filing data is available for this year.$14.3$14.3$40.9$42.0$1.09
2014Detailed filing. Detailed filing data is available for this year.$15.4$15.4$44.9$42.4$2.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$12.9$42.0$46.0$4.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$16.9$45.7$45.7$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$0.85$16.9$65.5$67.1$1.56