Civic Intelligence

Mason Elementary PTA Inc

990EZ • Fiscal year 2014 • EIN 58-2321431

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 15, 2014

3030 Bunten Road30096

(770) 232-3370

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

42nd percentile

0.1%

Higher net margin than 42% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

49th percentile

1.2%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$4,808

Up $58 (+1.2%) from 2013

Net Assets

Up

$4,808

Up $58 (+1.2%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$42,747

Up $4,069 (+11%) from 2013

Expenses

Down

$42,690

Down $6,934 (-14%) from 2013

Net Income

Up

$57

Up $11,003 (+101%) from 2013

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $11,986Liabilities 2011: $02011Assets 2012: $16,442Liabilities 2012: $746Net Assets 2012: $15,6962012Assets 2013: $4,750Net Assets 2013: $4,7502013Assets 2014: $4,808Net Assets 2014: $4,8082014Assets 2015: $8,862Liabilities 2015: $02015Assets 2016: $14,650Liabilities 2016: $02016Assets 2017: $26,205Liabilities 2017: $02017Assets 2018: $19,156Liabilities 2018: $02018Assets 2019: $20,828Liabilities 2019: $02019Assets 2020: $26,285Liabilities 2020: $02020Assets 2021: $15,857Liabilities 2021: $02021Assets 2022: $15,339Liabilities 2022: $0Net Assets 2022: $15,3392022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2014

Assets$4,808
Liabilities-
Net Assets$4,808

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $53,909Expenses 2011: $68,076Net Income 2011: -$14,1672011Revenue 2012: $37,534Expenses 2012: $33,824Net Income 2012: $3,7102012Revenue 2013: $38,678Expenses 2013: $49,624Net Income 2013: -$10,9462013Revenue 2014: $42,747Expenses 2014: $42,690Net Income 2014: $572014Revenue 2015: $50,350Expenses 2015: $46,297Net Income 2015: $4,0532015Revenue 2016: $45,492Expenses 2016: $39,704Net Income 2016: $5,7882016Revenue 2017: $44,870Expenses 2017: $33,315Net Income 2017: $11,5552017Revenue 2018: $63,825Expenses 2018: $70,874Net Income 2018: -$7,0492018Revenue 2019: $57,131Expenses 2019: $55,458Net Income 2019: $1,6732019Revenue 2020: $48,115Expenses 2020: $42,659Net Income 2020: $5,4562020Revenue 2021: $7,552Expenses 2021: $17,980Net Income 2021: -$10,4282021Revenue 2022: $54,643Expenses 2022: $55,161Net Income 2022: -$5182022Revenue 2023: $70,338Expenses 2023: $70,338Net Income 2023: $02023

Highlighted filing

2014

Revenue$42,747
Expenses$42,690
Net Income$57
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 15, 2014
Return Version
2013v3.1
Gross Receipts
$72,084
Mission and Program Overview

Mission

Fundraising benefitting mason elementary school

Fundraising for the benefit of mason elementary school.

Program Services

DescriptionGrantsExpenses
THE PTA PAYS FOR SPECIAL PROGRAMS AND SERVICES THAT ARE NOT IN THE CURRENT SCHOOL BUDGET, WHICH INCLUDE TUTORING FOR STUDENTS PERFORMING BELOW GRADE LEVEL, CULTURUAL ARTS PROGRAMS WHERE AUTHORS AND ARTISTS SPEAK AND PERFORM, AND SPECIAL READING AND LITERACY INCENTIVES AND PROGRAMS. THEY ALSO PAY FOR IMPROVING SPECIAL PROJECTS ON SCHOOL PROPERTY.-$18,468
THE PTA PAYS FOR EDUCATIONAL SUPPLIES AND TEACHER SUPPLIES WHICH INCLUDED TECHNOLOGY, BOOKS, SOFTWARE LICENSE, AND SUPPLIES FOR CLASSROOM.-$10,726
THE HOSPITALITY PROGRAM PROVIDES MEALS AND SNACKS FOR TEACHERS DURING CONFERENCE DAYS, A BACK-TO-SCHOOL BREAKFAST, AND A TEACHER'S APPRECIATION LUNCHEON AT YEAR-END. THIS PROGRAM BENEFITS OVER 100 TEACHERS.-$4,354
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEYLIN GONZALEZCo-PresidentPT$0--
ROSE LIMBCo-PresidentPT$0--
THERESA BONEVice PresidePT$0--
SHELLY SCHWERZLERSecretaryPT$0--
ELYSIA LENAHANTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$34,510$34,510$5,361$29,149
Event 2$8,848$8,848$7,110$1,738
Total Events$57,422$57,422$23,829$33,593
Filing and Contact Details

Filer

EIN
58-2321431

Signing Officer

Name
Kim Ogilvie
Title
Treasurer
Signed
2014-08-15

Preparer

Preparer
Lenora C Wilson
Phone
7704761004
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank charges 77 board operating expenses 1,682 campus expenses 6,423 dues and membership exp 3,451 hospitality expenses 4,354 student programs 12,046 teacher & educ supp/exp 10,726 total 38,759

Form 990-ez, Part III, Line 29

The pta pays for special programs and services that are not in the current school budget, which include tutoring for students performing below grade level, culturual arts programs where authors and artists speak and perform, and special reading and literacy incentives and programs. They also pay for improving special projects on school property.

Raw XML Appendix168 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1ROSE LIMB
CompensationExplanation/CompensationExplanationGrp/PersonNm2THERESA BONE
CompensationExplanation/CompensationExplanationGrp/PersonNm3SHELLY SCHWERZLER
CompensationExplanation/CompensationExplanationGrp/PersonNm4ELYSIA LENAHAN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIM OGILVIE
IRS990EZ/BooksInCareOfDetail/PhoneNum07702323370
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103030 BUNTEN RD
IRS990EZ/BooksInCareOfDetail/USAddress/City0DULUTH
IRS990EZ/BooksInCareOfDetail/USAddress/State0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode030096
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IRS990EZ/ExcessOrDeficitForYearAmt057
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt061542
IRS990EZ/GrossProfitLossSlsOfInvntryAmt018
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IRS990EZ/GroupExemptionNum01595
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEYLIN GONZALEZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHELLY SCHWERZLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELYSIA LENAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038759
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISING FOR THE BENEFIT OF MASON ELEMENTARY SCHOOL.
IRS990EZ/PrintingPublicationsPostageAmt03196
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTA PAYS FOR EDUCATIONAL SUPPLIES AND TEACHER SUPPLIES WHICH INCLUDED TECHNOLOGY, BOOKS, SOFTWARE LICENSE, AND SUPPLIES FOR CLASSROOM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE PTA PAYS FOR SPECIAL PROGRAMS AND SERVICES THAT ARE NOT IN THE CURRENT SCHOOL BUDGET, WHICH INCLUDE TUTORING FOR STUDENTS PERFORMING BELOW GRADE LEVEL, CULTURUAL ARTS PROGRAMS WHERE AUTHORS AND ARTISTS SPEAK AND PERFORM, AND SPECIAL READING AND LITERACY INCENTIVES AND PROGRAMS. THEY ALSO PAY FOR IMPROVING SPECIAL PROJECTS ON SCHOOL PROPERTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE HOSPITALITY PROGRAM PROVIDES MEALS AND SNACKS FOR TEACHERS DURING CONFERENCE DAYS, A BACK-TO-SCHOOL BREAKFAST, AND A TEACHER'S APPRECIATION LUNCHEON AT YEAR-END. THIS PROGRAM BENEFITS OVER 100 TEACHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010726
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt118468
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24354
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028198
IRS990EZ/SpecialEventsNetIncomeLossAmt033344
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042690
IRS990EZ/TotalProgramServiceExpensesAmt033548
IRS990EZ/TotalRevenueAmt042747
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05031
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010269
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062699
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt094393
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0110590
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0470082
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0515163
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt098550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101230
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0122440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0120859
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt098550
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0122440
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0120859
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0515163
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023829
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08848
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014064
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034510
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014064
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057422
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0HOLIDAY SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033593
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011358
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023829
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05361
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07110
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 77 BOARD OPERATING EXPENSES 1,682 CAMPUS EXPENSES 6,423 DUES AND MEMBERSHIP EXP 3,451 HOSPITALITY EXPENSES 4,354 STUDENT PROGRAMS 12,046 TEACHER & EDUC SUPP/EXP 10,726 TOTAL 38,759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PTA PAYS FOR SPECIAL PROGRAMS AND SERVICES THAT ARE NOT IN THE CURRENT SCHOOL BUDGET, WHICH INCLUDE TUTORING FOR STUDENTS PERFORMING BELOW GRADE LEVEL, CULTURUAL ARTS PROGRAMS WHERE AUTHORS AND ARTISTS SPEAK AND PERFORM, AND SPECIAL READING AND LITERACY INCENTIVES AND PROGRAMS. THEY ALSO PAY FOR IMPROVING SPECIAL PROJECTS ON SCHOOL PROPERTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM OGILVIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10MASON ELEMENTARY PTA INC
ReturnHeader/Filer/BusinessNameControlTxt0MASO
ReturnHeader/Filer/EIN0582321431
ReturnHeader/Filer/USAddress/AddressLine103030 BUNTEN ROAD
ReturnHeader/Filer/USAddress/City0DULUTH
ReturnHeader/Filer/USAddress/State0GA
ReturnHeader/Filer/USAddress/ZIPCode030096
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582466648
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WILSON LEWIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106650 SUGARLOAF PKWY STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode030097
ReturnHeader/PreparerPersonGrp/PhoneNum07704761004
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LENORA C WILSON
ReturnHeader/ReturnTs02014-08-15T13:54:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings