Civic Intelligence

PTA Kentucky Congress

EIN 61-1141535 • 501(c)3 • Fort Mitchell, KY

Profile

Supporting the students teachers parents and staff of Beechwood Independent Schools through fundraising hospitality special programs and events geared toward improving the Beechwood experience for all

54 Beechwood RdFort Mitchell, KY 41017
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 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

52nd percentile

2.6%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

59th percentile

2.8%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-37%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$63,860

Up $1,736 (+2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$63,860

Up $1,736 (+2.8%) from 2022

Revenue

Down

$66,859

Down $39,559 (-37%) from 2022

Expenses

Down

$65,123

Down $1,730 (-2.6%) from 2022

Net Income

Down

$1,736

Down $37,829 (-96%) from 2022

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $23,265Liabilities 2012: $02012Assets 2013: $20,353Liabilities 2013: $02013Assets 2014: $23,409Liabilities 2014: $02014Assets 2015: $29,864Liabilities 2015: $02015Assets 2022: $62,124Liabilities 2022: $0Net Assets 2022: $62,1242022Assets 2023: $63,860Liabilities 2023: $0Net Assets 2023: $63,8602023

Highlighted filing

2023

Assets$63,860
Liabilities$0
Net Assets$63,860

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $22,766Expenses 2012: $23,287Net Income 2012: -$5212012Revenue 2013: $13,557Expenses 2013: $16,469Net Income 2013: -$2,9122013Revenue 2014: $22,027Expenses 2014: $18,971Net Income 2014: $3,0562014Revenue 2015: $19,763Expenses 2015: $13,290Net Income 2015: $6,4732015Revenue 2022: $106,418Expenses 2022: $66,853Net Income 2022: $39,5652022Revenue 2023: $66,859Expenses 2023: $65,123Net Income 2023: $1,7362023

Highlighted filing

2023

Revenue$66,859
Expenses$65,123
Net Income$1,736

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 16, 2023
Return Version
2022v5.0
Gross Receipts
$66,859
Mission and Program Overview

Mission

Supporting the students teachers parents and staff of Beechwood Independent Schools through fundraising hospitality special programs and events geared toward improving the Beechwood experience for all

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura WootenPresidentPT$0--
Taylor BlessingVice PresidentPT$0--
Loni GentrySecretaryPT$0--
Lauren RustTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Kentucky Congress
EIN
61-1141535
Phone
0000000000
Address
54 BEECHWOOD RD, FORT MITCHELL, KY 41017

Signing Officer

Name
Laura Wooten
Title
0
Phone
0000000000
Signed
2023-11-16

Preparer

Firm
LB Business Solutions
Address
54 Beechwood Rd, 0, Ft Mitchell, KY 41017
Supplemental Narrative

Additional Explanations

Schedule O:

Other expenses include funds used for programs benefitting students at the School such a funds for special speakers treats for testing days scholarship awards for seniors trip assistance for educational programs summer reading programs school dances and orientation events A small amount of funds used to support teachersstaff at School and administrative needs of the PTSA.

Raw XML Appendix168 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Lauren Rust
IRS990EZ/BooksInCareOfDetail/PhoneNum08592406036
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt054 Beechwood Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Mitchell
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd041017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062124
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063860
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01304
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01736
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062124
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063860
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt08967
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt066859
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0465
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062124
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063860
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062124
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063860
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laura Wooten
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Taylor Blessing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Loni Gentry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lauren Rust
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt065123
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Supporting the students teachers parents and staff of Beechwood Independent Schools through fundraising hospitality special programs and events geared toward improving the Beechwood experience for all
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt056123
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt08967
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065123
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt066859
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01769
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01833
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07980
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0104586
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt033425
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt078170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0330461
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY170Pct00
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0338441
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0106419
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034262
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051281
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079620
IRS990ScheduleA/Total509Grp/TotalAmt0338441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0106419
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt034262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt051281
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079620
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0338441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other expenses include funds used for programs benefitting students at the School such a funds for special speakers treats for testing days scholarship awards for seniors trip assistance for educational programs summer reading programs school dances and orientation events A small amount of funds used to support teachersstaff at School and administrative needs of the PTSA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Laura Wooten
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt00
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA KENTUCKY CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAK
ReturnHeader/Filer/EIN0611141535
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt054 BEECHWOOD RD
ReturnHeader/Filer/USAddress/CityNm0FORT MITCHELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041017
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823314081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LB Business Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt054 Beechwood Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt00
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ft Mitchell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041017
ReturnHeader/ReturnTs02023-11-16T00:30:12Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Laura
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wooten
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.