Civic Intelligence

Creek View Elementary School PTA

990EZ • Fiscal year 2020 • EIN 58-2616176

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 06, 2020

3995 Webb Bridge RoadAlpharetta, GA 30005

(770) 667-2940

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

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% 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

70th percentile

26%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

43rd percentile

-21%

Faster revenue growth than 43% of similar nonprofits.

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

Assets

Up

$32,790

Up $6,821 (+26%) from 2019

Net Assets

Up

$32,790

Up $6,821 (+26%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$59,624

Down $16,218 (-21%) from 2019

Expenses

Down

$52,803

Down $26,059 (-33%) from 2019

Net Income

Up

$6,821

Up $9,841 (+326%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $32,708Liabilities 2012: $02012Assets 2013: $66,991Liabilities 2013: $02013Assets 2014: $52,136Liabilities 2014: $02014Assets 2015: $25,392Net Assets 2015: $25,3922015Assets 2016: $32,139Net Assets 2016: $32,1392016Assets 2017: $25,731Net Assets 2017: $25,7312017Assets 2018: $28,989Liabilities 2018: $02018Assets 2019: $25,969Net Assets 2019: $25,9692019Assets 2020: $32,790Net Assets 2020: $32,7902020Assets 2021: $31,826Net Assets 2021: $31,8262021Assets 2022: $34,556Net Assets 2022: $34,5562022Assets 2023: $34,824Net Assets 2023: $34,8242023Assets 2024: $37,412Liabilities 2024: $02024Assets 2025: $54,703Net Assets 2025: $54,7032025

Highlighted filing

2020

Assets$32,790
Liabilities-
Net Assets$32,790

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $106,710Expenses 2012: $96,940Net Income 2012: $9,7702012Revenue 2013: $132,776Expenses 2013: $98,492Net Income 2013: $34,2842013Revenue 2014: $86,528Expenses 2014: $101,383Net Income 2014: -$14,8552014Revenue 2015: $67,225Expenses 2015: $93,970Net Income 2015: -$26,7452015Revenue 2016: $74,702Expenses 2016: $67,955Net Income 2016: $6,7472016Revenue 2017: $56,702Expenses 2017: $63,110Net Income 2017: -$6,4082017Revenue 2018: $75,067Expenses 2018: $71,809Net Income 2018: $3,2582018Revenue 2019: $75,842Expenses 2019: $78,862Net Income 2019: -$3,0202019Revenue 2020: $59,624Expenses 2020: $52,803Net Income 2020: $6,8212020Revenue 2021: $28,230Expenses 2021: $29,194Net Income 2021: -$9642021Revenue 2022: $58,223Expenses 2022: $55,493Net Income 2022: $2,7302022Revenue 2023: $65,803Expenses 2023: $65,535Net Income 2023: $2682023Revenue 2024: $61,768Expenses 2024: $59,180Net Income 2024: $2,5882024Revenue 2025: $63,368Expenses 2025: $46,077Net Income 2025: $17,2912025

Highlighted filing

2020

Revenue$59,624
Expenses$52,803
Net Income$6,821
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 6, 2020
Return Version
2019v5.1
Gross Receipts
$68,859
Mission and Program Overview

Mission

Promotion of Education

Program Services

DescriptionGrantsExpenses
Student Achievement - supports Books and Learning, Curriculum Support, Field trip support, Media Center purchases, Reflections, School Suppl Kits, Sound System, Student Agendas, Teacher Training, Teachnology Improvements, Wrad Day-$28,302
Fundraising - supports Basket Raffle, Fall and Spring Fundraisers, Spirit Wear, Summer Mailings and Whimsy Daisy.-$9,236
Student Family Engagement - provides 5th Grade Fes, Fall Festival, Father Figure Involvement, Screen on the Green, Tissue Tea and yearbook.-$8,674
Student Health and Campus Enhancement - provides Campus Beautification, Cheetah Challenge/Cup, Police Carpool Patrol.-$6,299
Teacher Engagement - supports Bus Driver Appreciation, Staff Appreciation, Teacher Planning lunches, Teacher/Profession of the Year and Teacher/Staff Supplements.-$4,679
Community Relations - supports Constant contact and Kids Care Program.-$552
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maggie BensonPresidentPT$0--
Mona PatelTreasurerPT$0--
Julia WilliamsSecretary-$0--
Shubha AithalVP Student Family Engagement-$0--
Sara AgyptVP Student Family Engagement-$0--
Jennifer RuppCo VP Student Health Campus Beautification-$0--
Shavon BealCo VP Student Health Campus Beautification-$0--
Lauren MasseyCo VP Teacher EngagementPT$0--
Youngji RheeCo VP Teacher Engagement-$0--
Erin LinderVP FundraisingPT$0--
Alexis CavanaughVP FundraisingPT$0--
Jana LasernaVP Communicty Relations-$0--
Jeannie UllmanCo-VP Student Achievement-$0--
Jenny RothlisbergerCo-VP Student Achievement-$0--
OpenParliamentatian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundraiser - Auction$7,410$7,410$100$7,310
Basket Raffle--$526-
Total Events$7,410$7,410$4,146$3,264
Filing and Contact Details

Filer

Filer Name
Creek View Elementary School PTA
EIN
58-2616176
Phone
7706672940
Address
3995 Webb Bridge Road, Alpharetta, GA 30005

Signing Officer

Name
Maggie Benson
Title
President
Signed
2020-08-06
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

Student Achievement - supports Books and Learning, Curriculum Support, Field trip support, Media Center purchases, Reflections, School Suppl Kits, Sound System, Student Agendas, Teacher Training, Teachnology Improvements, Wrad Day Grants and allocations 0, Program service expenses 28,302

Form 990-EZ, Part III, Line 31

Student Health and Campus Enhancement - provides Campus Beautification, Cheetah Challenge/Cup, Police Carpool Patrol. Grants and allocations 0, Program service expenses 6,299

Form 990-EZ, Part III, Line 31

Teacher Engagement - supports Bus Driver Appreciation, Staff Appreciation, Teacher Planning lunches, Teacher/Profession of the Year and Teacher/Staff Supplements. Grants and allocations 0, Program service expenses 4,679

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

General Administrative 4,297

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

Community Relations 552

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

Student and Family Engagement 8,674

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

Student Health Campus Enhancement 6,299

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

Teacher Engagement 4,679

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

Student Achievement 28,302

Raw XML Appendix245 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student Achievement - supports Books and Learning, Curriculum Support, Field trip support, Media Center purchases, Reflections, School Suppl Kits, Sound System, Student Agendas, Teacher Training, Teachnology Improvements, Wrad Day Grants and allocations 0, Program service expenses 28,302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Health and Campus Enhancement - provides Campus Beautification, Cheetah Challenge/Cup, Police Carpool Patrol. Grants and allocations 0, Program service expenses 6,299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Engagement - supports Bus Driver Appreciation, Staff Appreciation, Teacher Planning lunches, Teacher/Profession of the Year and Teacher/Staff Supplements. Grants and allocations 0, Program service expenses 4,679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3General Administrative 4,297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Community Relations 552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Student and Family Engagement 8,674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Student Health Campus Enhancement 6,299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Teacher Engagement 4,679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Student Achievement 28,302
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Line 31
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02020-11-19 02:30:22Z
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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/PreparationDt02020-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Flagg
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-06T08:51:53-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.63$0.46$0.17
2024Summary only. Only limited summary data is available for this year.$0.37$0.00$0.62$0.59$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.66$0.66$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.35$0.58$0.55$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.32$0.28$0.29$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.60$0.53$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.76$0.79$0.03
2018Summary only. Only limited summary data is available for this year.$0.29$0.00$0.75$0.72$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.26$0.57$0.63$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.75$0.68$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.67$0.94$0.27
2014Summary only. Only limited summary data is available for this year.$0.52$0.00$0.87$1.01$0.15
2013Summary only. Only limited summary data is available for this year.$0.67$0.00$1.33$0.98$0.34
2012Summary only. Only limited summary data is available for this year.$0.33$0.00$1.07$0.97$0.10