Civic Intelligence

Creek View Elementary School PTA

990EZ • Fiscal year 2024 • EIN 58-2616176

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 29, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

52nd percentile

4.2%

Higher net margin than 52% 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

60th percentile

7.4%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

38th percentile

-6.1%

Faster revenue growth than 38% of similar nonprofits.

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

Assets

Flat

$37,412

Flat from 2024

Net Assets

$37,412

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$61,768

Flat from 2024

Expenses

Flat

$59,180

Flat from 2024

Net Income

Flat

$2,588

Flat from 2024

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: $37,412Net Assets 2024: $37,4122024Assets 2024: $37,412Liabilities 2024: $02024Assets 2025: $54,703Net Assets 2025: $54,7032025

Highlighted filing

2024

Assets$37,412
Liabilities-
Net Assets$37,412

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 2024: $61,768Expenses 2024: $59,180Net Income 2024: $2,5882024Revenue 2025: $63,368Expenses 2025: $46,077Net Income 2025: $17,2912025

Highlighted filing

2024

Revenue$61,768
Expenses$59,180
Net Income$2,588
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 29, 2024
Return Version
2023v5.1
Gross Receipts
$67,325
Mission and Program Overview

Mission

Promotion of Education

Program Services

DescriptionGrantsExpenses
Student Achievement - supports Curriculum, K Safari, Reflections and Student Agendas-$28,964
Student Family Engagement - provides 5th Grade Festival, Books and bingo, Screen on the Green Event and Yearbook.-$14,334
Teacher Engagement - supports Bus Driver Appreciation, Staff Appreciation, Teacher Planning lunches, Teacher/Profession of the Year and Teacher/Staff Supplements.-$6,267
Student Health and Campus Enhancement - supports Cheetah Challenge and Gardening Project.-$1,585
Fundraising - supports Fall Fundraiser, Auction, raffle and Spiritwear-$1,503
Community Relations - supports Constant contact and Kids Care Program.-$1,071
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeannie UlmanCo-PresidentPT$0--
Jessica DonatCo-PresidentPT$0--
Malia CraneSecretary-$0--
Lauren MasseyTreasurerPT$0--
Krystina MalmbergCo VP Student/Family Engagement-$0--
Diana GutierrezCo VP Student/Family Engagement-$0--
Alyson HartmanCo VP Teacher EngagementPT$0--
Shanika PerrinCo VP Teacher Engagement-$0--
Xandria ChambersVP FundraisingPT$0--
Diana HamptonVP FundraisingPT$0--
Susie BellVP Communicty Relations-$0--
Nathali NicolasCo-VP Student Achievement-$0--
Amber BrannonCo-VP Student Achievement-$0--
Jenny RothlisbergerParliamentatian-$0--
Marrisa GriffinVP Communicty Relations-$0--
Briana BynesVP Student Health/Campus Enhancement-$0--
Alexis CavanaughVP Student Health/Campus Enhancement-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundraiser - Raffle$23,232$23,232$4,856$18,376
Fundraiser - Other$215$215-$215
Total Events$23,447$23,447$4,856$18,591
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 Jessica Donat
Title
CoPresidents
Phone
7706672940
Signed
2024-07-29
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 28,964

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 1,585

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 6,267

Form 990-EZ, Part I, Line 8, Other Revenue

Administrative Revenue 121

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

Fundraising 1,503

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

General Administrative 5,456

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

Community Relations 1,071

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

Student and Family Engagement 14,334

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

Student Health Campus Enhancement 1,585

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

Teacher Engagement 6,267

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

Student Achievement 28,964

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 Curriculum, K Safari, Reflections and Student Agendas Grants and allocations 0, Program service expenses 28,964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Health and Campus Enhancement - supports Cheetah Challenge and Gardening Project. Grants and allocations 0, Program service expenses 1,585
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 6,267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Administrative Revenue 121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fundraising 1,503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5General Administrative 5,456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Community Relations 1,071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Student and Family Engagement 14,334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Student Health Campus Enhancement 1,585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Teacher Engagement 6,267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Student Achievement 28,964
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 8, Other Revenue
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-29
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ReturnHeader/Filer/EIN0582616176
ReturnHeader/Filer/PhoneNum07706672940
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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/PreparationDt02024-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Flagg
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-29T12:50:25-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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
2024Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.62$0.59$0.03
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