Civic Intelligence

PTA Kentucky Congress Cassidy Elementary School

990EZ • Fiscal year 2014 • EIN 61-1147469

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

1125 Tates Creek Road40502

(859) 381-3018

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Assets

Up

$31,230

Up $9,991 (+47%) from 2012

Net Assets

$31,230

No earlier filing loaded for comparison.

Liabilities

Up

$0

Up $1,034 (+100%) from 2012

Revenue

Up

$33,391

Up $8,301 (+33%) from 2012

Expenses

Down

$26,946

Down $13,156 (-33%) from 2012

Net Income

Up

$6,445

Up $21,457 (+143%) from 2012

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2011: $36,212Liabilities 2011: -$1,0732011Assets 2012: $21,239Liabilities 2012: -$1,0342012Assets 2014: $31,230Liabilities 2014: $0Net Assets 2014: $31,2302014Assets 2015: $50,085Liabilities 2015: $0Net Assets 2015: $50,0852015Assets 2016: $44,226Liabilities 2016: $0Net Assets 2016: $44,2262016Assets 2017: $34,435Liabilities 2017: $0Net Assets 2017: $34,4352017Assets 2018: $16,337Liabilities 2018: $02018Assets 2019: $40,747Liabilities 2019: $822019Assets 2020: $59,833Liabilities 2020: $0Net Assets 2020: $59,8332020Assets 2021: $61,373Liabilities 2021: $0Net Assets 2021: $61,3732021Assets 2022: $146,019Liabilities 2022: $0Net Assets 2022: $146,0192022Assets 2023: $41,401Liabilities 2023: $0Net Assets 2023: $41,4012023Assets 2024: $61,837Liabilities 2024: $0Net Assets 2024: $61,8372024Assets 2025: $81,056Liabilities 2025: $0Net Assets 2025: $81,0562025

Highlighted filing

2014

Assets$31,230
Liabilities$0
Net Assets$31,230

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $31,467Expenses 2011: $50,867Net Income 2011: -$19,4002011Revenue 2012: $25,090Expenses 2012: $40,102Net Income 2012: -$15,0122012Revenue 2014: $33,391Expenses 2014: $26,946Net Income 2014: $6,4452014Revenue 2015: $38,548Expenses 2015: $19,693Net Income 2015: $18,8552015Revenue 2016: $44,366Expenses 2016: $50,225Net Income 2016: -$5,8592016Revenue 2017: $36,611Expenses 2017: $46,402Net Income 2017: -$9,7912017Revenue 2018: $38,123Expenses 2018: $56,221Net Income 2018: -$18,0982018Revenue 2019: $74,533Expenses 2019: $50,205Net Income 2019: $24,3282019Revenue 2020: $69,833Expenses 2020: $50,665Net Income 2020: $19,1682020Revenue 2021: $13,174Expenses 2021: $11,634Net Income 2021: $1,5402021Revenue 2022: $93,731Expenses 2022: $9,085Net Income 2022: $84,6462022Revenue 2023: $52,213Expenses 2023: $156,831Net Income 2023: -$104,6182023Revenue 2024: $118,247Expenses 2024: $97,811Net Income 2024: $20,4362024Revenue 2025: $65,227Expenses 2025: $46,008Net Income 2025: $19,2192025

Highlighted filing

2014

Revenue$33,391
Expenses$26,946
Net Income$6,445
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$61,875
Mission and Program Overview

Mission

Educational - to support the educational programs and events at cassidy elementary school which is a part of the fayette county public school system.

Educational - to support the educational programs and events at cassidy elementary school which is a part of the fayette county public schools.

Program Services

DescriptionGrantsExpenses
SUPPORT EDUCATIONAL PROGRAMS AND EVENTS AT CASSIDY ELEMENTARY SCHOOL WHICH IS A PART OF FAYETTE COUNTY PUBLIC SCHOOLS$25,541$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER ALEXANDERPresidentPT$0--
ROBYN CLIFFORDSecretaryPT$0--
CRISSY FISCUSTreasurerPT$0--
EMILY MOORINGVolunteersPT$0--
LINDSAY COSTICHCommunicationsPT$0--
RENEE ROLANDFundraisingPT$0--
ANN WRAYEnrichmentPT$0--
AMANDA WOODALLWellnessPT$0--
MOLLY POWELLOutreachPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$9,668$9,668$14,221$-4,553
Event 2$8,986$8,986$1,642$7,344
Total Events$33,762$33,762$16,887$16,875
Filing and Contact Details

Filer

EIN
61-1147469
Phone
8593813018

Signing Officer

Name
Crissy Fiscus
Title
Treasurer
Phone
8593813018
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Preparer
Judy Derrickson
Phone
8592334146
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: allocations for classroom equipment. Grantee name: cassidy elementary school. Grantee address: 1125 tates creek road lexington, ky 40502. Date of gift: various. Amount given: 22,777.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: student enrichment activities. Grantee name: cassidy elementary school. Grantee address: 1125 tates creek road lexington, ky 40502. Date of gift: various. Amount given: 2,764. Total included on form 990-ez, line 10: 25,541.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 337. Description: hospitality. Amount: 50. Description: pta luncheon. Amount: 166. Description: president. Amount: 222. Description: miscellaneous. Amount: 221. Description: bank fees. Amount: 104. Description: tuesday folders. Amount: 5. Description: website maintenance. Amount: 210. Description: pta luncheon. Amount: 90. Total to form 990-ez, line 16: 1,405.

Form 990-ez, Part II, Line 24 - Other Assets

Description: due from dance team. Beg. Of year amount: 794. End of year amount: 0. Description: due from spanish club. Beg. Of year amount: 279. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to kennedy note cards. Beg. Of year amount: 39. End of year amount: 0. Description: other. Beg. Of year amount: 413. End of year amount: 0.

Raw XML Appendix214 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBYN CLIFFORD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EMILY MOORING
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VOLUNTEERS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ENRICHMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7WELLNESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8OUTREACH
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL - TO SUPPORT THE EDUCATIONAL PROGRAMS AND EVENTS AT CASSIDY ELEMENTARY SCHOOL WHICH IS A PART OF THE FAYETTE COUNTY PUBLIC SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT EDUCATIONAL PROGRAMS AND EVENTS AT CASSIDY ELEMENTARY SCHOOL WHICH IS A PART OF FAYETTE COUNTY PUBLIC SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025541
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0YEARBOOK
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FUN DAY
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IRS990ScheduleG/PersonsWithBooksName/BusinessNameLine10CRISSY FISCUS PTA TREASURER
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine101125 TATES CREEK ROAD
IRS990ScheduleG/PersonsWithBooksUSAddress/City0LEXINGTON
IRS990ScheduleG/PersonsWithBooksUSAddress/State0KY
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCode040502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: ALLOCATIONS FOR CLASSROOM EQUIPMENT. GRANTEE NAME: CASSIDY ELEMENTARY SCHOOL. GRANTEE ADDRESS: 1125 TATES CREEK ROAD LEXINGTON, KY 40502. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 22,777.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: STUDENT ENRICHMENT ACTIVITIES. GRANTEE NAME: CASSIDY ELEMENTARY SCHOOL. GRANTEE ADDRESS: 1125 TATES CREEK ROAD LEXINGTON, KY 40502. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 2,764. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 25,541.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 337. DESCRIPTION: HOSPITALITY. AMOUNT: 50. DESCRIPTION: PTA LUNCHEON. AMOUNT: 166. DESCRIPTION: PRESIDENT. AMOUNT: 222. DESCRIPTION: MISCELLANEOUS. AMOUNT: 221. DESCRIPTION: BANK FEES. AMOUNT: 104. DESCRIPTION: TUESDAY FOLDERS. AMOUNT: 5. DESCRIPTION: WEBSITE MAINTENANCE. AMOUNT: 210. DESCRIPTION: PTA LUNCHEON. AMOUNT: 90. TOTAL TO FORM 990-EZ, LINE 16: 1,405.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DUE FROM DANCE TEAM. BEG. OF YEAR AMOUNT: 794. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE FROM SPANISH CLUB. BEG. OF YEAR AMOUNT: 279. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DUE TO KENNEDY NOTE CARDS. BEG. OF YEAR AMOUNT: 39. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER. BEG. OF YEAR AMOUNT: 413. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRISSY FISCUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08593813018
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA KENTUCKY CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine20CASSIDY ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAK
ReturnHeader/Filer/EIN0611147469
ReturnHeader/Filer/PhoneNum08593813018
ReturnHeader/Filer/USAddress/AddressLine101125 TATES CREEK ROAD
ReturnHeader/Filer/USAddress/City0LEXINGTON
ReturnHeader/Filer/USAddress/State0KY
ReturnHeader/Filer/USAddress/ZIPCode040502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611142073
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RADWAN BROWN & COMPANY PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102421 MEMBERS WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode040504
ReturnHeader/PreparerPersonGrp/PhoneNum08592334146
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDY DERRICKSON
ReturnHeader/ReturnTs02015-05-15T06:43:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.65$0.46$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.18$0.98$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.52$1.57$1.05
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.94$0.09$0.85
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.13$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.70$0.51$0.19
2019Summary only. Only limited summary data is available for this year.$0.41$0.00$0.75$0.50$0.24
2018Summary only. Only limited summary data is available for this year.$0.16$0.00$0.38$0.56$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.37$0.46$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.44$0.50$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.39$0.20$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.33$0.27$0.06
2012Summary only. Only limited summary data is available for this year.$0.21$0.01$0.25$0.40$0.15
2011Summary only. Only limited summary data is available for this year.$0.36$0.01$0.31$0.51$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits