Civic Intelligence

Abbotts Hill Elementary School PTA

990EZ • Fiscal year 2020 • EIN 58-2540295

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 24, 2020

5575 Abbotts Bridge RoadDuluth, GA 30097

(770) 667-2860

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

56th percentile

9.0%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

79th percentile

45%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

68th percentile

3.4%

Faster revenue growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$12,805

Up $3,960 (+45%) from 2019

Net Assets

Up

$12,805

Up $3,960 (+45%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$43,925

Up $1,431 (+3.4%) from 2019

Expenses

Up

$39,965

Up $2,347 (+6.2%) from 2019

Net Income

Down

$3,960

Down $916 (-19%) from 2019

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $11,283Net Assets 2012: $11,2832012Assets 2013: $8,875Net Assets 2013: $8,8752013Assets 2014: $7,052Liabilities 2014: $02014Assets 2015: $7,028Net Assets 2015: $7,0282015Assets 2016: $7,439Net Assets 2016: $7,4392016Assets 2017: $4,305Liabilities 2017: $02017Assets 2018: $3,969Net Assets 2018: $3,9692018Assets 2019: $8,845Net Assets 2019: $8,8452019Assets 2020: $12,805Net Assets 2020: $12,8052020Assets 2021: $5,872Net Assets 2021: $5,8722021Assets 2022: $6,325Net Assets 2022: $6,3252022Assets 2023: $9,367Net Assets 2023: $9,3672023Assets 2025: $31,287Net Assets 2025: $31,2872025

Highlighted filing

2020

Assets$12,805
Liabilities-
Net Assets$12,805

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $41,520Expenses 2012: $46,041Net Income 2012: -$4,5212012Revenue 2013: $44,435Expenses 2013: $46,843Net Income 2013: -$2,4082013Revenue 2014: $50,643Expenses 2014: $52,466Net Income 2014: -$1,8232014Revenue 2015: $43,090Expenses 2015: $43,114Net Income 2015: -$242015Revenue 2016: $34,693Expenses 2016: $34,282Net Income 2016: $4112016Revenue 2017: $48,689Expenses 2017: $51,823Net Income 2017: -$3,1342017Revenue 2018: $48,560Expenses 2018: $48,896Net Income 2018: -$3362018Revenue 2019: $42,494Expenses 2019: $37,618Net Income 2019: $4,8762019Revenue 2020: $43,925Expenses 2020: $39,965Net Income 2020: $3,9602020Revenue 2021: $5,357Expenses 2021: $12,290Net Income 2021: -$6,9332021Revenue 2022: $52,521Expenses 2022: $52,068Net Income 2022: $4532022Revenue 2023: $62,227Expenses 2023: $59,185Net Income 2023: $3,0422023Revenue 2025: $66,717Expenses 2025: $42,245Net Income 2025: $24,4722025

Highlighted filing

2020

Revenue$43,925
Expenses$39,965
Net Income$3,960
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 24, 2020
Return Version
2019v5.1
Gross Receipts
$63,212
Mission and Program Overview

Mission

Support s Child Advocacy Services

Program Services

DescriptionGrantsExpenses
Community Affairs - supports All Pro Dad, Boosterthon, Community Day, Healthy Habits, Jaguar Joggin Club, Helping Hands Strive for 25 and School Track.-$25,991
Student Affairs - support 5th Grade Week, Family Fun Night, Snow Flakes Hotcakes, Father-Daughter Dance, Mother-Son Dance, Spirit Wear, Student Supplies and Yearbook.-$19,209
Academic Enrichment services - supports Odyssey Of The Mind, Typing Program, Wallcharts, Brain Pop, Outdoor Classroom and Music.-$6,400
Teacher/Staff Support School Support - provides for Teacher Appreciation Wee, Strive Classroom materials/supplies and Sunshine Smiles.-$5,063
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah GardnerCo -PresidentPT$0--
Heather PhippsCo - PresidentPT$0--
Carrie SokolovSecretary-$0--
Liz LehnertzTreasurerPT$0--
Nia CedroneVP-Comm. EventsPT$0--
Shannon CareyVP-Enrichment Teacher SupportPT$0--
Penny GrapnerVP- School EventsPT$0--
Jenn HayesVP - FundraisingPT$0--
Ashley SmithVP - Family EngagementPT$0--
Alice LanParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$40,614$40,614$17,881$22,733
Total Events$40,614$40,614$17,881$22,733
Filing and Contact Details

Filer

Filer Name
Abbotts Hill Elementary School PTA
EIN
58-2540295
Phone
7706672860
Address
5575 Abbotts Bridge Road, Duluth, GA 30097

Signing Officer

Name
Heather Phipps and Sarah Garnder
Title
Co Presidents
Signed
2020-08-24
Discuss with paid preparer
Yes

Preparer

Firm
Flagg Accounting & Income Tax Svcs
Address
5470 Taylor Road, Alpharetta, GA 30022
Preparer
Sherry Flagg
Phone
7706678454
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Teacher/Staff Support School Support - provides for Teacher Appreciation Wee, Strive Classroom materials/supplies and Sunshine Smiles. Grants and allocations 0, Program service expenses 5,063

Form 990-EZ, Part I, Line 16, Other Expenses

General and Administrative 2,589

Form 990-EZ, Part I, Line 16, Other Expenses

School Staff Support Services 5,063

Form 990-EZ, Part I, Line 16, Other Expenses

Academic Enrichment 6,400

Form 990-EZ, Part I, Line 16, Other Expenses

Community Affairs 8,109

Form 990-EZ, Part I, Line 16, Other Expenses

Student Affairs 17,804

Raw XML Appendix202 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/PersonNm0Abbots Hill Elem PTA co Liz Lehnert
IRS990EZ/BooksInCareOfDetail/PhoneNum07706672860
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05575 Abbots Bridge Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Duluth
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030097
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Gardner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Heather Phipps
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carrie Sokolov
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Liz Lehnertz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nia Cedrone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Shannon Carey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Penny Grapner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jenn Hayes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Ashley Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Alice Lan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co -President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co - President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-Comm. Events
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP-Enrichment Teacher Support
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP- School Events
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP - Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Vp - Family Engagement
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039965
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support s Child Advocacy Services
IRS990EZ/ProgramServiceRevenueAmt07713
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Academic Enrichment services - supports Odyssey Of The Mind, Typing Program, Wallcharts, Brain Pop, Outdoor Classroom and Music.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community Affairs - supports All Pro Dad, Boosterthon, Community Day, Healthy Habits, Jaguar Joggin Club, Helping Hands Strive for 25 and School Track.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Affairs - support 5th Grade Week, Family Fun Night, Snow Flakes Hotcakes, Father-Daughter Dance, Mother-Son Dance, Spirit Wear, Student Supplies and Yearbook.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Teacher/Staff Support School Support - provides for Teacher Appreciation Wee, Strive Classroom materials/supplies and Sunshine Smiles.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125991
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt219209
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt35063
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017881
IRS990EZ/SpecialEventsNetIncomeLossAmt022733
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalProgramServiceExpensesAmt056663
IRS990EZ/TotalRevenueAmt043925
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014088
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015464
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010914
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt069393
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049074
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054214
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt056697
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0260525
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0329918
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017881
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040614
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040614
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040614
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040614
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022733
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017881
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher/Staff Support School Support - provides for Teacher Appreciation Wee, Strive Classroom materials/supplies and Sunshine Smiles. Grants and allocations 0, Program service expenses 5,063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1General and Administrative 2,589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Staff Support Services 5,063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Academic Enrichment 6,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Community Affairs 8,109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Student Affairs 17,804
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Heather Phipps and Sarah Garnder
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co Presidents
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Abbotts Hill Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0ABBO
ReturnHeader/Filer/EIN0582540295
ReturnHeader/Filer/PhoneNum07706672860
ReturnHeader/Filer/USAddress/AddressLine1Txt05575 Abbotts Bridge Road
ReturnHeader/Filer/USAddress/CityNm0Duluth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030097
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId038AFD958C0C87C090125AD814B7FB4456A71FC9E
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.32.186.244
ReturnHeader/FilingSecurityInformation/IPDt02020-08-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:12:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Flagg Accounting & Income Tax Svcs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05470 Taylor Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Alpharetta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030022
ReturnHeader/PreparerPersonGrp/PhoneNum07706678454
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Flagg
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-24T10:40:56-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.3$31.3$66.7$42.2$24.5
2023Detailed filing. Detailed filing data is available for this year.$9.37$9.37$62.2$59.2$3.04
2022Detailed filing. Detailed filing data is available for this year.$6.33$6.33$52.5$52.1$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.87$5.87$5.36$12.3$6.93
2020Detailed filing. Detailed filing data is available for this year.$12.8$12.8$43.9$40.0$3.96
2019Detailed filing. Detailed filing data is available for this year.$8.85$8.85$42.5$37.6$4.88
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$3.97$48.6$48.9$0.34
2017Summary only. Only limited summary data is available for this year.$4.31$0.00$48.7$51.8$3.13
2016Detailed filing. Detailed filing data is available for this year.$7.44$7.44$34.7$34.3$0.41
2015Detailed filing. Detailed filing data is available for this year.$7.03$7.03$43.1$43.1$0.02
2014Summary only. Only limited summary data is available for this year.$7.05$0.00$50.6$52.5$1.82
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.88$8.88$44.4$46.8$2.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$11.3$41.5$46.0$4.52