Civic Intelligence

Riverside Elementary PTA

EIN 58-2485832 • 501(c)3 • Suwanee, GA

Profile

The PTA is an organization that partners between the parents and the school to provide programs, enrichment and projects that support learning at our school.

5445 Settles Bridge RoadSuwanee, GA 30024

www.riversidepta.net

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

37th percentile

-4.1%

Higher net margin than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

33rd percentile

-16%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

4.9%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$21,095

Down $4,036 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$97,498

Up $4,574 (+4.9%) from 2023

Expenses

Up

$101,534

Up $9,940 (+11%) from 2023

Net Income

Down

-$4,036

Down $5,366 (-403%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $41,776Liabilities 2011: $02011Assets 2012: $20,809Liabilities 2012: $02012Assets 2013: $21,358Liabilities 2013: $02013Assets 2014: $25,480Liabilities 2014: $02014Assets 2015: $26,294Liabilities 2015: $02015Assets 2016: $21,717Liabilities 2016: $02016Assets 2017: $20,144Liabilities 2017: $02017Assets 2018: $15,964Liabilities 2018: $02018Assets 2019: $13,880Liabilities 2019: $02019Assets 2020: $14,990Liabilities 2020: $02020Assets 2021: $12,731Liabilities 2021: $02021Assets 2022: $24,229Liabilities 2022: $0Net Assets 2022: $24,2292022Assets 2023: $25,131Liabilities 2023: $0Net Assets 2023: $25,1312023Assets 2024: $21,095Liabilities 2024: $02024

Highlighted filing

2024

Assets$21,095
Liabilities$0
Net Assets-

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $82,353Expenses 2011: $68,689Net Income 2011: $13,6642011Revenue 2012: $165,870Expenses 2012: $145,061Net Income 2012: $20,8092012Revenue 2013: $78,531Expenses 2013: $77,982Net Income 2013: $5492013Revenue 2014: $90,496Expenses 2014: $86,374Net Income 2014: $4,1222014Revenue 2015: $79,981Expenses 2015: $79,384Net Income 2015: $5972015Revenue 2016: $100,622Expenses 2016: $95,809Net Income 2016: $4,8132016Revenue 2017: $113,471Expenses 2017: $115,044Net Income 2017: -$1,5732017Revenue 2018: $104,685Expenses 2018: $108,865Net Income 2018: -$4,1802018Revenue 2019: $96,379Expenses 2019: $98,463Net Income 2019: -$2,0842019Revenue 2020: $102,875Expenses 2020: $101,764Net Income 2020: $1,1112020Revenue 2021: $42,159Expenses 2021: $48,151Net Income 2021: -$5,9922021Revenue 2022: $107,224Expenses 2022: $95,727Net Income 2022: $11,4972022Revenue 2023: $92,924Expenses 2023: $91,594Net Income 2023: $1,3302023Revenue 2024: $97,498Expenses 2024: $101,534Net Income 2024: -$4,0362024

Highlighted filing

2024

Revenue$97,498
Expenses$101,534
Net Income-$4,036

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.21$0.00$0.97$1.02$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.93$0.92$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$1.07$0.96$0.11
2021Summary only. Only limited summary data is available for this year.$0.13$0.00$0.42$0.48$0.06
2020Summary only. Only limited summary data is available for this year.$0.15$0.00$1.03$1.02$0.01
2019Summary only. Only limited summary data is available for this year.$0.14$0.00$0.96$0.98$0.02
2018Summary only. Only limited summary data is available for this year.$0.16$0.00$1.05$1.09$0.04
2017Summary only. Only limited summary data is available for this year.$0.20$0.00$1.13$1.15$0.02
2016Summary only. Only limited summary data is available for this year.$0.22$0.00$1.01$0.96$0.05
2015Summary only. Only limited summary data is available for this year.$0.26$0.00$0.80$0.79$0.01
2014Summary only. Only limited summary data is available for this year.$0.25$0.00$0.90$0.86$0.04
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.79$0.78$0.01
2012Summary only. Only limited summary data is available for this year.$0.21$0.00$1.66$1.45$0.21
2011Summary only. Only limited summary data is available for this year.$0.42$0.00$0.82$0.69$0.14
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 12, 2023
Return Version
2022v5.0
Gross Receipts
$92,924
Mission and Program Overview

Mission

The PTA is an organization that partners between the parents and the school to provide programs, enrichment and projects that support learning at our school.

Program Services

DescriptionGrantsExpenses
Special activities, Academic Programming, Academic Enrichment, Community Outreach and Events. All benefit the school, students, faculty, staff and community. 3000+ benefited.$0$35,442
School Improvement Project to benefit the school, students, faculty and staff. 1000+ benefited. Project included repaving of the playground track.$0$33,043
General School and Classroom Support. All benefits the school, the students, the faculty and staff. 1000+benefited.$0$20,048
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kerri BernhardtPresidentPT$0--
Kimberly LloydTreasurerPT$0--
Sarah CunninghamSecretaryPT$0--
Sucheta BanerjeeVice PresidentPT$0--
Jill BalmesVice PresidentPT$0--
Lexie HagueVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Riverside Elementary PTA
EIN
58-2485832
Phone
6784821000
Address
5445 Settles Bridge Road, Suwanee, GA 30024

Signing Officer

Name
Kimberly Lloyd
Title
Treasurer
Phone
6784821000
Signed
2023-11-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Academic Programs;2946|Community Outreach;2750|Fundraising Expenses;3751|General School Support;20657|Special Events;21376|School Improvement Projects;33043|Operating Expenses;1975|Membership;476|Teacher Classroom Grants;4620|Printing;-866^Total;90728^

Form 990-EZ, Part I, Line 20

bank acquired and account changed over and there was a fee for reordering all supplies

Raw XML Appendix187 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/USAddress/CityNm0Suwanee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kerri Bernhardt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kimberly Lloyd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah Cunningham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sucheta Banerjee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jill Balmes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lexie Hague
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-428
IRS990EZ/OtherExpensesTotalAmt090728
IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt0866
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt133043
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt220048
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt091593
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt091593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Academic Programs;2946|Community Outreach;2750|Fundraising Expenses;3751|General School Support;20657|Special Events;21376|School Improvement Projects;33043|Operating Expenses;1975|Membership;476|Teacher Classroom Grants;4620|Printing;-866^Total;90728^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1bank acquired and account changed over and there was a fee for reordering all supplies
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ReturnHeader/Filer/USAddress/CityNm0Suwanee
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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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No mirrored PDF or thumbnail assets are attached yet.