Civic Intelligence

PTA Georgia Congress Lakeside Ptsa

EIN 58-6049021 • 501(c)3 • Atlanta, GA

Profile

support of educational activities

3801 Briarcliff RoadAtlanta, GA 30345

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

59th percentile

6.5%

Higher net margin than 59% of similar nonprofits.

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.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

97th percentile

248%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

81st percentile

38%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$6,167

Up $4,393 (+248%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin59th percentile

Revenue

Up

$67,123

Up $18,486 (+38%) from 2019

Expenses

Down

$62,730

Down $16,368 (-21%) from 2019

Net Income

Up

$4,393

Up $34,854 (+114%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2012: $12,029Liabilities 2012: $02012Assets 2013: $20,242Liabilities 2013: $02013Assets 2014: $31,736Net Assets 2014: $31,7362014Assets 2015: $39,834Net Assets 2015: $39,8342015Assets 2016: $53,178Liabilities 2016: $0Net Assets 2016: $53,1782016Assets 2017: $50,863Liabilities 2017: $0Net Assets 2017: $50,8632017Assets 2018: $32,235Liabilities 2018: $0Net Assets 2018: $32,2352018Assets 2019: $1,774Liabilities 2019: $0Net Assets 2019: $1,7742019Assets 2020: $6,167Liabilities 2020: $02020

Highlighted filing

2020

Assets$6,167
Liabilities$0
Net Assets-
Open 2020 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $48,463Expenses 2012: $53,587Net Income 2012: -$5,1242012Revenue 2013: $58,073Expenses 2013: $49,860Net Income 2013: $8,2132013Revenue 2014: $61,173Expenses 2014: $49,679Net Income 2014: $11,4942014Revenue 2015: $59,052Expenses 2015: $50,954Net Income 2015: $8,0982015Revenue 2016: $56,642Expenses 2016: $43,298Net Income 2016: $13,3442016Revenue 2017: $62,302Expenses 2017: $64,617Net Income 2017: -$2,3152017Revenue 2018: $46,347Expenses 2018: $64,975Net Income 2018: -$18,6282018Revenue 2019: $48,637Expenses 2019: $79,098Net Income 2019: -$30,4612019Revenue 2020: $67,123Expenses 2020: $62,730Net Income 2020: $4,3932020

Highlighted filing

2020

Revenue$67,123
Expenses$62,730
Net Income$4,393
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$6,167
Liabilities
$0
Net assets
-
Revenue
$67,123
Expenses
$62,730
Net income
$4,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$6.17$0.00$67.1$62.7$4.39
2019Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$48.6$79.1$30.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.2$0.00$32.2$46.3$65.0$18.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.9$0.00$50.9$62.3$64.6$2.32
2016Detailed filing. Detailed filing data is available for this year.$53.2$0.00$53.2$56.6$43.3$13.3
2015Detailed filing. Detailed filing data is available for this year.$39.8$39.8$59.1$51.0$8.10
2014Detailed filing. Detailed filing data is available for this year.$31.7$31.7$61.2$49.7$11.5
2013Summary only. Only limited summary data is available for this year.$20.2$0.00$58.1$49.9$8.21
2012Summary only. Only limited summary data is available for this year.$12.0$0.00$48.5$53.6$5.12
Latest Detailed Filing

The latest 2020 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$74,531
Mission and Program Overview

Mission

support of educational activities

Program Services

DescriptionGrantsExpenses
Academic Support Special projects & Bldg & Grounds-$47,638
Student & teacher support-$22,355
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie DascherCo-PresidentPT$0--
Renee WilsonCo-PresidentPT$0--
Sarah AbendVP-CommunicationsPT$0--
Margaret EvansVP-ProgramsPT$0--
Sue BoehringerTreasurerPT$0--
Valerie HarrisonRecording SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mlsp$14,649$14,649$11,471$3,178
SpiritWear$6,552$6,552$5,896$656
Total Events$35,047$35,047$25,895$9,152
Filing and Contact Details

Filer

Filer Name
PTA GA Congress Lakeside PTSA
EIN
58-6049021
Address
3801 Briarcliff Road, Atlanta, GA 30345

Signing Officer

Name
Lee Ann Willis
Title
Treasurer
Phone
6782307715
Signed
2019-11-05
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountSupplies 112Incorporation fee/accounting 282Insurance 430Officers fund 564Registration exps 1,069Council dues, etc 390Dues to State/Natl PTA 5,419Academic Support 16,310Building & Grounds/Special Projects 4,724Teacher support/appreciation 12,277Student/School Activities 9,916Special improvement projects 26,605Community outreach/other 1,000”

Raw XML Appendix178 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Lee Ann Willis
IRS990EZ/BooksInCareOfDetail/PhoneNum07708151484
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04088 Briarglade Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Atlanta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030340
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032235
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01774
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025034
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-30461
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032235
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01774
IRS990EZ/FundraisingGrossIncomeAmt035047
IRS990EZ/GrossReceiptsAmt074531
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014450
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032235
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01774
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032235
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01774
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Julie Dascher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Renee Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah Abend
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Margaret Evans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sue Boehringer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Valerie Harrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP-Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Recording Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt079098
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support of Educational Activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Academic Support Special projects & Bldg & Grounds
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student & teacher support
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047638
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122355
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025894
IRS990EZ/SpecialEventsNetIncomeLossAmt09153
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079098
IRS990EZ/TotalProgramServiceExpensesAmt069993
IRS990EZ/TotalRevenueAmt048637
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.lakesidehs.dekalb.k12.ga.us/P
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039484
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031667
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt042501
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0195495
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047044
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050113
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt046674
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0210712
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0406207
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072542
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078711
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt092614
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087809
IRS990ScheduleA/Total509Grp/TotalAmt0406207
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt074531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt092614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087809
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0406207
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025895
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MLSP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SpiritWear
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06552
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013846
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06552
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013846
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035047
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09152
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08528
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025895
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011471
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05896
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSupplies 112Incorporation fee/accounting 282Insurance 430Officers fund 564Registration exps 1,069Council dues, etc 390Dues to State/Natl PTA 5,419Academic Support 16,310Building & Grounds/Special Projects 4,724Teacher support/appreciation 12,277Student/School Activities 9,916Special improvement projects 26,605Community outreach/other 1,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lee Ann Willis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06782307715
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA GA Congress Lakeside PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PTAG
ReturnHeader/Filer/EIN0586049021
ReturnHeader/Filer/USAddress/AddressLine1Txt03801 Briarcliff Road
ReturnHeader/Filer/USAddress/CityNm0Atlanta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030345
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FFF01DE8913D9A55EE845E5ABB3543216D4C5DC6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FFF01DE8913D9A55EE845E5ABB3543216D4C5DC6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06751502019311a34hq43
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.105.73.23
ReturnHeader/FilingSecurityInformation/IPDt02019-11-07
ReturnHeader/FilingSecurityInformation/IPTm016:55:48
ReturnHeader/ReturnTs02019-11-04T21:19:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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