Civic Intelligence

Creek View Elementary School PTA

990EZ • Fiscal year 2023 • EIN 58-2616176

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 12, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

44th percentile

0.4%

Higher net margin than 44% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

50th percentile

0.8%

Faster asset growth than 50% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$34,824

Up $268 (+0.8%) from 2022

Net Assets

Up

$34,824

Up $268 (+0.8%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$65,803

Up $7,580 (+13%) from 2022

Expenses

Up

$65,535

Up $10,042 (+18%) from 2022

Net Income

Down

$268

Down $2,462 (-90%) from 2022

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

2023

Assets$34,824
Liabilities-
Net Assets$34,824

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

2023

Revenue$65,803
Expenses$65,535
Net Income$268
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 12, 2023
Return Version
2022v5.0
Gross Receipts
$69,845
Mission and Program Overview

Mission

Promotion of Education

Program Services

DescriptionGrantsExpenses
Student Achievement - supports Curriculum, K Safari, Reflections and Student Agendas-$30,936
Student Family Engagement - provides 5th Grade Festival, Books and bingo, Screen on the Green Event and Yearbook.-$14,128
Teacher Engagement - supports Bus Driver Appreciation, Staff Appreciation, Teacher Planning lunches, Teacher/Profession of the Year and Teacher/Staff Supplements.-$7,276
Fundraising - supports Fall Fundraiser, Auction, raffle and Spiritwear-$6,515
Student Health and Campus Enhancement - supports Cheetah Challenge and Gardening Project.-$3,997
Community Relations - supports Constant contact and Kids Care Program.-$143
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeannie UlmanCo-PresidentPT$0--
Jenny RothlisbergerCo-PresidentPT$0--
Malia CraneSecretary-$0--
Lauren MasseyTreasurerPT$0--
Diana GutierrezCo VP Student/Family Engagement-$0--
Briana BynesCo VP Student/Family Engagement-$0--
Alyson HartmanCo VP Teacher EngagementPT$0--
Shanika PerrinCo VP Teacher Engagement-$0--
Meghan MarkhamVP FundraisingPT$0--
Diana HamptonVP FundraisingPT$0--
Jessica DonatVP Communicty Relations-$0--
Nathali NicolasCo-VP Student Achievement-$0--
Haydee SmithCo-VP Student Achievement-$0--
Melissa RoseParliamentatian-$0--
Suzie BellVP Communicty Relations-$0--
Erin LinderVP Student Health/Campus Enhancement-$0--
Alexis CavanaughVP Student Health/Campus Enhancement-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raffle$20,371$20,371$3,378$16,993
Auction$4,846$4,846-$4,846
Total Events$25,217$25,217$3,378$21,839
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
Jeannie Ullman and J Rothlisberger
Title
CoPresidents
Phone
7706672940
Signed
2023-08-12
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 Curriculum, K Safari, Reflections and Student Agendas Grants and allocations 0, Program service expenses 30,936

Form 990-EZ, Part III, Line 31

Student Health and Campus Enhancement - supports Cheetah Challenge and Gardening Project. Grants and allocations 0, Program service expenses 3,997

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 7,276

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

Fundraising 2,473

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

General Administrative 6,582

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

Community Relations 142

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

Student and Family Engagement 14,129

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

Student Health Campus Enhancement 3,997

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

Teacher Engagement 7,276

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

Student Achievement 30,936

Raw XML Appendix249 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 Curriculum, K Safari, Reflections and Student Agendas Grants and allocations 0, Program service expenses 30,936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Health and Campus Enhancement - supports Cheetah Challenge and Gardening Project. Grants and allocations 0, Program service expenses 3,997
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 7,276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fundraising 2,473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4General Administrative 6,582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Community Relations 142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Student and Family Engagement 14,129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Student Health Campus Enhancement 3,997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Teacher Engagement 7,276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Student Achievement 30,936
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
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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/PreparationDt02023-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Flagg
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-12T08:06:10-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lauren
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Massey
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits