Civic Intelligence

PTA Kentucky Congress

990EZ • Fiscal year 2022 • EIN 61-1141535

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 11, 2022

54 Beechwood RdFort Mitchell, KY 41017

(000) 000-0000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

83rd percentile

37%

Higher net margin than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

Up

$62,124

Up $32,260 (+108%) from 2015

Net Assets

$62,124

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$106,418

Up $86,655 (+438%) from 2015

Expenses

Up

$66,853

Up $53,563 (+403%) from 2015

Net Income

Up

$39,565

Up $33,092 (+511%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$62,124
Liabilities$0
Net Assets$62,124

Operations Trend

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

2022

Revenue$106,418
Expenses$66,853
Net Income$39,565
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 11, 2022
Return Version
2021v4.1
Gross Receipts
$106,418
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
Jentry EckPresidentPT$0--
Stephanie HarrisVice PresidentPT$0--
Selena BallouSecretaryPT$0--
Lisa BushTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raising Readers Fundraiser$34,429$34,429$5,728$28,701
Event 2$0$0$0$0
Total Events$34,429$34,429$6,595$27,834
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
President
Phone
0000000000
Signed
2022-11-11

Preparer

Firm
LB Business Solutions
Address
54 Beechwood Rd, 0, Fort 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 Appendix218 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/PhoneNum04197049296
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ft Mitchell
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd041017
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stephanie Harris
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lisa Bush
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/OtherExpensesTotalAmt066758
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/PrintingPublicationsPostageAmt095
IRS990EZ/ProgramServiceRevenueAmt058928
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt045657
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalRevenueAmt0106418
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01833
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07447
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0104586
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt078170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021080
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0106417
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt079619
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022316
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IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
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IRS990ScheduleG/GamingOwnFacilityPct01.00
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/StatesWhereGamingConductedCd0KY
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Laura Wooten
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
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/CityNm0Fort Mitchell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041017
ReturnHeader/ReturnTs02022-11-11T21:00:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Laura
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wooten
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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