Civic Intelligence

Athens Chilesburg Elementary PTA

EIN 61-1147471 • 501(c)3 • Lexington, KY

Profile

The purpose of the pta is to promote the welfare of children and youth in homes, schools, the community and in places of worship.

930 Jouett Creek DriveLexington, KY 40509

www.athens-chilesburgpta.org

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 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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

92nd percentile

92%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

98%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$39,389

Up $18,902 (+92%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$119,287

Up $59,037 (+98%) from 2023

Expenses

Up

$100,385

Up $25,637 (+34%) from 2023

Net Income

Up

$18,902

Up $33,400 (+230%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $7,898Liabilities 2011: $0Net Assets 2011: $7,8982011Assets 2012: $31,590Liabilities 2012: $0Net Assets 2012: $31,5902012Assets 2013: $18,891Liabilities 2013: $0Net Assets 2013: $18,8912013Assets 2014: $55,549Liabilities 2014: $02014Assets 2015: $35,371Liabilities 2015: $0Net Assets 2015: $35,3712015Assets 2016: $34,249Liabilities 2016: $0Net Assets 2016: $34,2492016Assets 2017: $44,539Liabilities 2017: $0Net Assets 2017: $44,5392017Assets 2018: $59,367Liabilities 2018: $0Net Assets 2018: $59,3672018Assets 2019: $40,617Liabilities 2019: $0Net Assets 2019: $40,6172019Assets 2020: $53,288Liabilities 2020: $0Net Assets 2020: $53,2882020Assets 2021: $55,282Liabilities 2021: $0Net Assets 2021: $55,2822021Assets 2022: $34,985Liabilities 2022: $0Net Assets 2022: $34,9852022Assets 2023: $20,487Liabilities 2023: $0Net Assets 2023: $20,4872023Assets 2024: $39,389Liabilities 2024: $02024

Highlighted filing

2024

Assets$39,389
Liabilities$0
Net Assets-

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $40,340Expenses 2011: $66,021Net Income 2011: -$25,6812011Revenue 2012: $86,442Expenses 2012: $62,750Net Income 2012: $23,6922012Revenue 2013: $79,578Expenses 2013: $92,277Net Income 2013: -$12,6992013Revenue 2014: $86,689Expenses 2014: $50,031Net Income 2014: $36,6582014Revenue 2015: $34,629Expenses 2015: $54,807Net Income 2015: -$20,1782015Revenue 2016: $66,043Expenses 2016: $67,165Net Income 2016: -$1,1222016Revenue 2017: $95,542Expenses 2017: $85,252Net Income 2017: $10,2902017Revenue 2018: $98,410Expenses 2018: $83,582Net Income 2018: $14,8282018Revenue 2019: $98,661Expenses 2019: $117,411Net Income 2019: -$18,7502019Revenue 2020: $60,270Expenses 2020: $47,599Net Income 2020: $12,6712020Revenue 2021: $23,324Expenses 2021: $21,330Net Income 2021: $1,9942021Revenue 2022: $61,537Expenses 2022: $81,834Net Income 2022: -$20,2972022Revenue 2023: $60,250Expenses 2023: $74,748Net Income 2023: -$14,4982023Revenue 2024: $119,287Expenses 2024: $100,385Net Income 2024: $18,9022024

Highlighted filing

2024

Revenue$119,287
Expenses$100,385
Net Income$18,902

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.39$0.00$1.19$1.00$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.60$0.75$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.62$0.82$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.23$0.21$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.60$0.48$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.99$1.17$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.98$0.84$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.96$0.85$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.66$0.67$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.35$0.55$0.20
2014Summary only. Only limited summary data is available for this year.$0.56$0.00$0.87$0.50$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.80$0.92$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.86$0.63$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.40$0.66$0.26
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$93,336
Mission and Program Overview

Mission

The purpose of the pta is to promote the welfare of children and youth in homes, schools, the community and in places of worship.

Program Services

DescriptionGrantsExpenses
VARIOUS ACTIVITIES AND SPECIAL PROJECTS - SUPPLEMENT FUNDING FOR VARIOUS SCHOOL-RELATED ACTIVITIES AND PROJECTS SUCH AS PLAYGROUND, TECHNOLOGY, YEARBOOK, TEACHER APPRECIATION, SPECIAL CLASSES, TSHIRTS, BOOK CLUB/DISTRIBUTION, SPANISH ENRICHMENT AND TEACHING EQUIPMENT AND SUPPLIES$0$86,497
FIELD TRIPS - SUPPLEMENT THE COST OF FIELD TRIPS FOR ALL STUDENTS. FIELD TRIPS WERE SUSPENDED DURING SCHOOL YEAR DUE TO COVID$0$15,000
ACADEMIC AWARDS - SUPPLEMENT FUNDING OF AWARDS FOR SCIENCE FAIR, ARTS DAY, FIELD DAY, CAREER DAY AND LITERACY EVENTS FOR ALL STUDENTS$0$4,906
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA LOYPresidentPT$0--
JORDAN DONOVANTreasurerPT$0--
ELISSA WEINSTEINVice President MembershipPT$0--
MELISSA WILLIAMSSecretary-$0--
KARA REYNOLDSVice President FundraisingPT$0--
BARBIE CARPENTERVice President CommunicationsPT$0--
ALISON DIALVice President FundraisingPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$72,322$72,322$33,086$39,236
Total Events$72,322$72,322$33,086$39,236
Filing and Contact Details

Filer

Filer Name
Athens Chilesburg Elementary Pta
EIN
61-1147471
Phone
8593814955
Address
930 JOUETT CREEK DRIVE, LEXINGTON, KY 40509

Signing Officer

Name
Jordan Donovan
Title
Treasurer
Phone
8593814955
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kring Ray Farley & Riddle Psc
Address
444 EAST MAIN STREET SUITE 203, LEXINGTON, KY 40507
Preparer
Tammy Doyle Farley
Phone
8592310541
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: school activities and special projects. Amount: 15,046. Description: fundraising. Amount: 3,981. Total to form 990-ez, line 8: 19,027.

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

Activity classification: scholarship. Grantee name: unknown. Grantee relationship: none. Property description: cash. Method used to determine book value: fmv. Date of gift: 05/22/23. Amount given: 400.

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

Activity classification: scholarship. Grantee name: unknown. Grantee relationship: none. Property description: cash. Method used to determine book value: fmv. Date of gift: 05/22/23. Amount given: 400.

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

Activity classification: scholarship. Grantee name: unknown. Property description: cash. Method used to determine book value: fmv. Date of gift: 05/22/23. Amount given: 400. Total included on form 990-ez, line 10: 1,200.

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

Description: program expenses. Amount: 53,227. Description: special project fund expenses. Amount: 15,890. Description: insurance. Amount: 320. Description: tshirts and promotion. Amount: 2,323. Description: computer and technology expenses. Amount: 189. Description: office expenses. Amount: 210. Description: membership expenses. Amount: 628. Total to form 990-ez, line 16: 72,787.

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040509
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREA LOY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT FUNDRAISING
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherExpensesTotalAmt072787
IRS990EZ/OtherRevenueTotalAmt019027
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE PTA IS TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOMES, SCHOOLS, THE COMMUNITY AND IN PLACES OF WORSHIP.
IRS990EZ/PrintingPublicationsPostageAmt011
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACADEMIC AWARDS - SUPPLEMENT FUNDING OF AWARDS FOR SCIENCE FAIR, ARTS DAY, FIELD DAY, CAREER DAY AND LITERACY EVENTS FOR ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS - SUPPLEMENT THE COST OF FIELD TRIPS FOR ALL STUDENTS. FIELD TRIPS WERE SUSPENDED DURING SCHOOL YEAR DUE TO COVID
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2VARIOUS ACTIVITIES AND SPECIAL PROJECTS - SUPPLEMENT FUNDING FOR VARIOUS SCHOOL-RELATED ACTIVITIES AND PROJECTS SUCH AS PLAYGROUND, TECHNOLOGY, YEARBOOK, TEACHER APPRECIATION, SPECIAL CLASSES, TSHIRTS, BOOK CLUB/DISTRIBUTION, SPANISH ENRICHMENT AND TEACHING EQUIPMENT AND SUPPLIES
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/LicensedInd01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SCHOOL ACTIVITIES AND SPECIAL PROJECTS. AMOUNT: 15,046. DESCRIPTION: FUNDRAISING. AMOUNT: 3,981. TOTAL TO FORM 990-EZ, LINE 8: 19,027.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNKNOWN. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: FMV. DATE OF GIFT: 05/22/23. AMOUNT GIVEN: 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNKNOWN. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: FMV. DATE OF GIFT: 05/22/23. AMOUNT GIVEN: 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNKNOWN. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: FMV. DATE OF GIFT: 05/22/23. AMOUNT GIVEN: 400. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 1,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 53,227. DESCRIPTION: SPECIAL PROJECT FUND EXPENSES. AMOUNT: 15,890. DESCRIPTION: INSURANCE. AMOUNT: 320. DESCRIPTION: TSHIRTS AND PROMOTION. AMOUNT: 2,323. DESCRIPTION: COMPUTER AND TECHNOLOGY EXPENSES. AMOUNT: 189. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 210. DESCRIPTION: MEMBERSHIP EXPENSES. AMOUNT: 628. TOTAL TO FORM 990-EZ, LINE 16: 72,787.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JORDAN DONOVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08593814955
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATHENS CHILESBURG ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0ATHE
ReturnHeader/Filer/EIN0611147471
ReturnHeader/Filer/PhoneNum08593814955
ReturnHeader/Filer/USAddress/AddressLine1Txt0930 JOUETT CREEK DRIVE
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040509
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611015031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRING RAY FARLEY & RIDDLE PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0444 EAST MAIN STREET SUITE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040507
ReturnHeader/PreparerPersonGrp/PhoneNum08592310541
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY DOYLE FARLEY
ReturnHeader/ReturnTs02023-11-15T12:51:05-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JORDAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DONOVAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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