Civic Intelligence

Stonewall Elementary PTA

990EZ • Fiscal year 2019 • EIN 61-0998046

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 11, 2019

Organization ProfileN/A
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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

24th percentile

-10.0%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Revenue Growth

92nd percentile

87%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$13,773

Up $13,773 from 2018

Net Assets

Up

$13,773

Up $3,641 (+36%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Up

$60,015

Up $27,932 (+87%) from 2018

Expenses

Up

$66,006

Up $19,159 (+41%) from 2018

Net Income

Up

-$5,991

Up $8,773 (+59%) from 2018

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2019

Assets$13,773
Liabilities-
Net Assets$13,773
Open 2019 Filing

Operations Trend

Revenue Growth92nd percentile

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

2019

Revenue$60,015
Expenses$66,006
Net Income-$5,991
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$60,015
Mission and Program Overview

Mission

Provide financial support for approximately 700 elementary school students

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT TO STONEWALL ELEMENTARY.$52,048-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY RECKTENWALDPresident-$0--
LAUREN KELLERSecretary-$0--
ANGELA JUSTICEVice President-$0--
WHITNEY BAXTERVice President-$0--
TRICIA LEDBETTERVice President-$0--
MARIE CALDWELLVice President-$0--
JENNIFER CLARKTreasurer-$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
Jennifer Clark
Title
Treasurer
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Summers McCrary & Sparks PSC
Address
201 South Main, Winchester, KY 40391
Preparer
Ryan R Laski CPA
Phone
8597451174
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $672”

Other Expenses.1

“SCHOOL SUPPLIES $19073”

Other Expenses.2

“Fundraising events $10505”

Other Expenses.3

“STUDENT ALLOTMENT $9273”

Other Expenses.4

“SPIRITWEAR EXPENSE $7713”

Other Expenses.5

“YEARBOOK EXPENSES $6498”

Other Expenses.6

“PROGRAMS $4978”

Other Expenses.7

“HOSPITALITY $1875”

Other Expenses.8

“DUES $1710”

Other Expenses.9

“TEACHER SUPPLIES $1520”

Other Expenses.10

“Miscellaneous expenses $763”

Other Expenses.11

“MEMBERSHIP $453”

Other Expenses.12

“INSURANCE $337”

Other Expenses.13

“LIFE EVENTS $226”

Other Expenses.14

“OFFICER TRAINING $170”

Raw XML Appendix189 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/USAddress/CityNm0Lexington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040503
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY RECKTENWALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAUREN KELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANGELA JUSTICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WHITNEY BAXTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRICIA LEDBETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARIE CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIFER CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065766
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FINANCIAL SUPPORT FOR APPROXIMATELY 700 ELEMENTARY SCHOOL STUDENTS
IRS990EZ/ProgramServiceRevenueAmt049738
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT TO STONEWALL ELEMENTARY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt052048
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066006
IRS990EZ/TotalProgramServiceExpensesAmt052048
IRS990EZ/TotalRevenueAmt060015
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034558
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051453
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039765
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0255440
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0289998
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060015
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047835
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055172
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065634
IRS990ScheduleA/Total509Grp/TotalAmt0289998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047835
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065634
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0289998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $672
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL SUPPLIES $19073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EVENTS $10505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STUDENT ALLOTMENT $9273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPIRITWEAR EXPENSE $7713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5YEARBOOK EXPENSES $6498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAMS $4978
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HOSPITALITY $1875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUES $1710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TEACHER SUPPLIES $1520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS EXPENSES $763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEMBERSHIP $453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12INSURANCE $337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13LIFE EVENTS $226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14OFFICER TRAINING $170
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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
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/PreparerFirmEIN0610990940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Summers McCrary & Sparks PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 South Main
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winchester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040391
ReturnHeader/PreparerPersonGrp/PhoneNum08597451174
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ryan R Laski CPA
ReturnHeader/ReturnTs02019-11-11T14:11:25-08:00
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
$13,773
Liabilities
-
Net assets
$13,773
Revenue
$60,015
Expenses
$66,006
Net income
-$5,991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$28.9$28.9$44.5$29.4$15.1
2019Detailed filing. Detailed filing data is available for this year.$13.8$13.8$60.0$66.0$5.99
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$10.1$32.1$46.8$14.8
2017Detailed filing. Detailed filing data is available for this year.$24.9$24.9$61.3$59.2$2.12
2016Detailed filing. Detailed filing data is available for this year.$22.8$22.8$53.1$43.4$9.72
2015Detailed filing. Detailed filing data is available for this year.$13.1$13.1$62.0$84.0$22.1
2014Detailed filing. Detailed filing data is available for this year.$35.1$35.1$34.5$30.8$3.69
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.4$31.4$50.5$49.3$1.14
2012Summary only. Only limited summary data is available for this year.$30.3$0.00$55.3$57.0$1.73