Civic Intelligence

PTA Georgia Congress

990EZ • Fiscal year 2019 • EIN 58-6049021

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 05, 2019

Organization Profilewww.lakesidehs.dekalb.k12.ga.us/P
3801 Briarcliff RoadAtlanta, GA 30345

(770) 815-1484

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

7th percentile

-63%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

3rd percentile

-94%

Faster asset growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

4.9%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$1,774

Down $30,461 (-94%) from 2018

Net Assets

Down

$1,774

Down $30,461 (-94%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Up

$48,637

Up $2,290 (+4.9%) from 2018

Expenses

Up

$79,098

Up $14,123 (+22%) from 2018

Net Income

Down

-$30,461

Down $11,833 (-64%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$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

2019

Assets$1,774
Liabilities$0
Net Assets$1,774
Open 2019 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$48,637
Expenses$79,098
Net Income-$30,461
Open 2019 Filing
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 Pay77th 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
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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
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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
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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.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,774
Liabilities
$0
Net assets
$1,774
Revenue
$48,637
Expenses
$79,098
Net income
-$30,461
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