Civic Intelligence

Stonewall Elementary PTA

990EZ • Fiscal year 2017 • EIN 61-0998046

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 03, 2017

3215 Cornwall DriveLexington, KY 40503

(859) 381-3079

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

51st percentile

3.5%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

61st percentile

9.3%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$24,896

Up $2,120 (+9.3%) from 2016

Net Assets

Up

$24,896

Up $2,120 (+9.3%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$61,342

Up $8,219 (+15%) from 2016

Expenses

Up

$59,222

Up $15,818 (+36%) from 2016

Net Income

Down

$2,120

Down $7,599 (-78%) from 2016

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $30,310Liabilities 2012: $02012Assets 2013: $31,448Net Assets 2013: $31,4482013Assets 2014: $35,134Net Assets 2014: $35,1342014Assets 2015: $13,057Net Assets 2015: $13,0572015Assets 2016: $22,776Net Assets 2016: $22,7762016Assets 2017: $24,896Net Assets 2017: $24,8962017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $10,1322018Assets 2019: $13,773Net Assets 2019: $13,7732019Assets 2020: $28,914Net Assets 2020: $28,9142020

Highlighted filing

2017

Assets$24,896
Liabilities-
Net Assets$24,896

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $55,250Expenses 2012: $56,984Net Income 2012: -$1,7342012Revenue 2013: $50,465Expenses 2013: $49,327Net Income 2013: $1,1382013Revenue 2014: $34,510Expenses 2014: $30,824Net Income 2014: $3,6862014Revenue 2015: $61,953Expenses 2015: $84,030Net Income 2015: -$22,0772015Revenue 2016: $53,123Expenses 2016: $43,404Net Income 2016: $9,7192016Revenue 2017: $61,342Expenses 2017: $59,222Net Income 2017: $2,1202017Revenue 2018: $32,083Expenses 2018: $46,847Net Income 2018: -$14,7642018Revenue 2019: $60,015Expenses 2019: $66,006Net Income 2019: -$5,9912019Revenue 2020: $44,525Expenses 2020: $29,384Net Income 2020: $15,1412020

Highlighted filing

2017

Revenue$61,342
Expenses$59,222
Net Income$2,120
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$61,342
Mission and Program Overview

Mission

Provide financial support for approximately 700 elementary school students

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT TO STONEWALL ELEMENTARY.$36,959$5,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY RECKTENWALDVice President-$0--
JEAN EARNHARDTVice President-$0--
JULIE BECKTreasurer-$0--
HEATHER JUSTICEVice President-$0--
JEANNE HARTMANSecretary-$0--
CHERYL DALTONVice President-$0--
JENNIE HAYESPresident-$0--
Filing and Contact Details

Filer

Filer Name
Stonewall Elementary Pta
EIN
61-0998046
Phone
8593813079
Address
3215 CORNWALL DRIVE, LEXINGTON, KY 40503

Signing Officer

Name
Julie Beck
Title
Treasurer
Signed
2017-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Summers McCrary & Sparks PSC
Address
110 East Lowry Lane, Lexington, KY 40503
Preparer
Ryan R Laski CPA
Phone
8592648785
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $351

Other Expenses.1

Fundraising events $15755

Other Expenses.2

MEMORY BOOK $8180

Other Expenses.3

STUDENT ALLOTMENT $6982

Other Expenses.4

PROGRAMS $6873

Other Expenses.5

SPIRITWEAR EXPENSE $4462

Other Expenses.6

Miscellaneous expenses $3581

Other Expenses.7

HOSPITALITY $2759

Other Expenses.8

DUES $1508

Other Expenses.9

BENCH EXPENSE $1496

Other Expenses.10

TEACHER SUPPLIES $1068

Other Expenses.11

MEMBERSHIP $419

Other Expenses.12

INSURANCE $337

Other Expenses.13

MEMORIAL GIFTS $176

Other Expenses.14

BANK CHARGES $5

Raw XML Appendix196 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/PersonNm0JULIE BECK Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum08593813079
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03215 CORNWALL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lexington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022776
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024896
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05250
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02120
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0270
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022776
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024896
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt061342
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02281
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022776
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024896
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022776
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024896
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY RECKTENWALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEAN EARNHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE BECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER JUSTICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEANNE HARTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHERYL DALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIE HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt053952
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FINANCIAL SUPPORT FOR APPROXIMATELY 700 ELEMENTARY SCHOOL STUDENTS
IRS990EZ/ProgramServiceRevenueAmt053811
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT TO STONEWALL ELEMENTARY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt036959
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059222
IRS990EZ/TotalProgramServiceExpensesAmt036959
IRS990EZ/TotalRevenueAmt061342
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028001
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0144
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt053811
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt049735
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt044873
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0241092
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0144
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal509Amt0269093
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055172
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065634
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036554
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050391
IRS990ScheduleA/Total509Grp/TotalAmt0269093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061342
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065634
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt036624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050465
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0269237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EVENTS $15755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMORY BOOK $8180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STUDENT ALLOTMENT $6982
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAMS $6873
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SPIRITWEAR EXPENSE $4462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS EXPENSES $3581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HOSPITALITY $2759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUES $1508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BENCH EXPENSE $1496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TEACHER SUPPLIES $1068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEMBERSHIP $419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12INSURANCE $337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MEMORIAL GIFTS $176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BANK CHARGES $5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE BECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONEWALL ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0610998046
ReturnHeader/Filer/PhoneNum08593813079
ReturnHeader/Filer/USAddress/AddressLine1Txt03215 CORNWALL DRIVE
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Summers McCrary & Sparks PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 East Lowry Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lexington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040503
ReturnHeader/PreparerPersonGrp/PhoneNum08592648785
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ryan R Laski CPA
ReturnHeader/ReturnTs02017-11-03T06:15:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings