Civic Intelligence

Sharon Elementary PTA Inc

990EZ • Fiscal year 2015 • EIN 58-2667569

Jul 01, 2014 to Jun 30, 2015 • Filed on Jul 10, 2015

Organization Profilesharonpta.org
3595 Old Atlanta RdSuwanee, GA 30024

(770) 888-7511

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$67,987

Up $21,874 (+47%) from 2014

Net Assets

Up

$67,987

Up $21,874 (+47%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$102,095

Up $10,781 (+12%) from 2014

Expenses

Down

$80,221

Down $20,672 (-20%) from 2014

Net Income

Up

$21,874

Up $31,453 (+328%) from 2014

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0-$20KAssets 2012: $34,678Liabilities 2012: $02012Assets 2013: $55,692Liabilities 2013: $02013Assets 2014: $46,113Net Assets 2014: $46,1132014Assets 2015: $67,987Net Assets 2015: $67,9872015Assets 2016: $53,830Net Assets 2016: $53,8302016Assets 2017: $0Net Assets 2017: -$2182017

Highlighted filing

2015

Assets$67,987
Liabilities-
Net Assets$67,987
Open 2015 Filing

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $85,811Expenses 2012: $86,458Net Income 2012: -$6472012Revenue 2013: $85,903Expenses 2013: $64,889Net Income 2013: $21,0142013Revenue 2014: $91,314Expenses 2014: $100,893Net Income 2014: -$9,5792014Revenue 2015: $102,095Expenses 2015: $80,221Net Income 2015: $21,8742015Revenue 2016: $71,711Expenses 2016: $85,868Net Income 2016: -$14,1572016Revenue 2017: $86,854Expenses 2017: $87,610Net Income 2017: -$7562017

Highlighted filing

2015

Revenue$102,095
Expenses$80,221
Net Income$21,874
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jul 10, 2015
Return Version
2014v5.0
Gross Receipts
$148,580
Mission and Program Overview

Mission

Child Advocacy

Program Services

DescriptionGrantsExpenses
FUNDING FOR DEPARTMENT GRANTS, GRADE LEVEL GRANTS, AND TEACHER GRANTS TO ENHANCE AND SUPPLEMENT CURRICULUM-$56,035
Funding for reading, writing, and math programs to enhance and supplement curriculum and funding for speciality programs such as Arts in Education and Reflections-$9,805
FUNDING FOR FACILITY IMPROVEMENTS-$3,993
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM BALOSECo PresidentPT$0--
ERIN HUDSONSecretary-$0--
DONNA POTTERTreasurerPT$0--
HOLLY GILLICECo PresidentPT$0--
MAX NELSONVP-$0--
CHRISTINE BELLVP-$0--
LORI GOLDSTEINVP-$0--
MISSY WHITEVP-$0--
CHRISTY SHULSTADVP-$0--
SARA KUCHINSKIVP-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gitli$41,383$41,383$1,576$39,807
Gala$21,363$21,363$8,031$13,332
Total Events$131,528$131,528$42,621$88,907
Filing and Contact Details

Filer

Filer Name
Sharon Elementary PTA Inc
EIN
58-2667569
Phone
7708887511
Address
3595 Old Atlanta Rd, Suwanee, GA 30024

Signing Officer

Name
Donna Potter
Title
President
Phone
7708887511
Signed
2015-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Worth & Associates CPAs
Address
5400 Laurel Springs Pkwy Ste 702, Suwanee, GA 30024
Preparer
Julia V Amendola CPA
Phone
7708863829
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Child advocacy see part ii 69833.”

Form 990EZ, Part I, Line 16

“Hospitality and appreciation 3396. Membership dues paid 2639. Other administrative expenses 2351. Social events 1049. Credit card fees 603.”

Raw XML Appendix187 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM BALOSE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONNA POTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY GILLICE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SARA KUCHINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010038
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Funding for reading, writing, and math programs to enhance and supplement curriculum and funding for speciality programs such as Arts in Education and Reflections
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FUNDING FOR DEPARTMENT GRANTS, GRADE LEVEL GRANTS, AND TEACHER GRANTS TO ENHANCE AND SUPPLEMENT CURRICULUM
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt080221
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0sharonpta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06619
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHILD ADVOCACY SEE PART II 69833.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOSPITALITY AND APPRECIATION 3396. MEMBERSHIP DUES PAID 2639. OTHER ADMINISTRATIVE EXPENSES 2351. SOCIAL EVENTS 1049. CREDIT CARD FEES 603.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA POTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07708887511
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ReturnHeader/Filer/EIN0582667569
ReturnHeader/Filer/PhoneNum07708887511
ReturnHeader/Filer/USAddress/AddressLine1Txt03595 Old Atlanta Rd
ReturnHeader/Filer/USAddress/CityNm0Suwanee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030024
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05400 Laurel Springs Pkwy Ste 702
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Suwanee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030024
ReturnHeader/PreparerPersonGrp/PhoneNum07708863829
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA V AMENDOLA CPA
ReturnHeader/ReturnTs02015-07-14T06:23:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,987
Liabilities
-
Net assets
$67,987
Revenue
$102,095
Expenses
$80,221
Net income
$21,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.87$0.88$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.72$0.86$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.68$1.02$0.80$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.91$1.01$0.10
2013Summary only. Only limited summary data is available for this year.$0.56$0.00$0.86$0.65$0.21
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.86$0.86$0.01