Civic Intelligence

Riverside Elementary PTA

990EZ • Fiscal year 2024 • EIN 58-2485832

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

Organization Profilewww.resrocketspta.org
5445 Settles Bridge RoadSuwanee, GA 30024-0000

(678) 482-1000

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

34th percentile

-4.1%

Higher net margin than 34% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

27th percentile

-16%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

53rd percentile

4.9%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$21,095

Flat from 2024

Net Assets

$21,095

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Flat

$97,498

Flat from 2024

Expenses

Flat

$101,534

Flat from 2024

Net Income

Flat

-$4,036

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$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: $21,095Net Assets 2024: $21,0952024Assets 2024: $21,095Liabilities 2024: $02024

Highlighted filing

2024

Assets$21,095
Liabilities-
Net Assets$21,095
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this 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: -$4,0362024Revenue 2024: $97,498Expenses 2024: $101,534Net Income 2024: -$4,0362024

Highlighted filing

2024

Revenue$97,498
Expenses$101,534
Net Income-$4,036
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$97,498
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.

Our organization primary purpose is to support the students, faculty and community by providing funds and events throughout the school year.

Program Services

DescriptionGrantsExpenses
Special activities such as fall festival, academic program and enrichment programs, community outreach for food drives and veterans and environmental efforts such as recycling. All benefit school, students, faculty and community 3,000+ benefit$0$41,435
School Improvement expense. Projects to benefit school, students. 1000+ benefit. Main project was to purchase and install LED welcome sign at entrance at school and install security cameras around campus for security.-$32,246
General School and Classroom support in the form of teacher grants and hosting meals and events for faculty and staff.-$19,209
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kerri BernhardsPresidentPT$0--
Kimberly LloydTreasurerPT$0--
Lindsay TeglerSecreatryPT$0--
Jill BalmesVPPT$0--
Lexie HagueVPPT$0--
Sucheta BanerjeeVPPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Georgia Congress
EIN
58-2485832
Phone
6784821000
Address
5445 SETTLES BRIDGE ROAD, SUWANEE, GA 30024-0000

Signing Officer

Name
Kimberly Lloyd
Title
Treasurer
Phone
6784821000
Signed
2024-11-14
Supplemental Narrative

Additional Explanations

Part I, Line 10

“Special Activities, school wide academic programming, academic enrichment, community outreach and support. All benefit the students and staff at school. 3000+ benefit. School Improvement projects and general school support. Teacher classroom grants.”

Raw XML Appendix139 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/AddressLine1Txt0226 Ridge Walk Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sugar Hill
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0305186142
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kerri Bernhards
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jill Balmes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lexie Hague
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sucheta Banerjee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secreatry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0100776
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Our organization primary purpose is to support the students, faculty and community by providing funds and events throughout the school year.
IRS990EZ/PrintingPublicationsPostageAmt0758
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0General School and Classroom support in the form of teacher grants and hosting meals and events for faculty and staff.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Improvement expense. Projects to benefit school, students. 1000+ benefit. Main project was to purchase and install LED welcome sign at entrance at school and install security cameras around campus for security.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Special activities such as fall festival, academic program and enrichment programs, community outreach for food drives and veterans and environmental efforts such as recycling. All benefit school, students, faculty and community 3,000+ benefit
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019209
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt132246
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt241435
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt0101534
IRS990EZ/TotalProgramServiceExpensesAmt092890
IRS990EZ/TotalRevenueAmt097498
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.resrocketspta.org
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/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0582485832
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt098374
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Riverside Elementary School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt098374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Special Activities, school wide academic programming, academic enrichment, community outreach and support. All benefit the students and staff at school. 3000+ benefit. School Improvement projects and general school support. Teacher classroom grants.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kimberly Lloyd
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06784821000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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ReturnHeader/Filer/EIN0582485832
ReturnHeader/Filer/PhoneNum06784821000
ReturnHeader/Filer/USAddress/AddressLine1Txt05445 SETTLES BRIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0SUWANEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0300240000
ReturnHeader/ReturnTs02024-11-14T14:21:48Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,095
Liabilities
-
Net assets
$21,095
Revenue
$97,498
Expenses
$101,534
Net income
-$4,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.97$1.02$0.04
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