Civic Intelligence

PTA Kentucky Congress

990EZ • Fiscal year 2018 • EIN 61-1147617

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 19, 2018

1601 Roosevelt AveLouisville, KY 40242

(502) 485-8213

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

28th percentile

-6.5%

Higher net margin than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

18th percentile

-25%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

-1.0%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$9,442

Down $3,140 (-25%) from 2017

Net Assets

$9,442

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$48,482

Down $488 (-1.0%) from 2017

Expenses

Up

$51,622

Up $4,571 (+9.7%) from 2017

Net Income

Down

-$3,140

Down $5,059 (-264%) from 2017

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2011: $10,811Liabilities 2011: $02011Assets 2012: $6,725Liabilities 2012: $02012Assets 2013: $6,720Liabilities 2013: $02013Assets 2014: $4,636Liabilities 2014: $02014Assets 2015: $12,373Liabilities 2015: $02015Assets 2016: $10,663Liabilities 2016: $02016Assets 2017: $12,582Liabilities 2017: $02017Assets 2018: $9,442Net Assets 2018: $9,4422018Assets 2019: $6,864Liabilities 2019: $0Net Assets 2019: $6,8642019Assets 2020: $16,934Net Assets 2020: $16,9342020

Highlighted filing

2018

Assets$9,442
Liabilities-
Net Assets$9,442

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $80,273Expenses 2011: $82,401Net Income 2011: -$2,1282011Revenue 2012: $87,335Expenses 2012: $91,421Net Income 2012: -$4,0862012Revenue 2013: $86,159Expenses 2013: $86,164Net Income 2013: -$52013Revenue 2014: $77,313Expenses 2014: $79,397Net Income 2014: -$2,0842014Revenue 2015: $78,008Expenses 2015: $70,271Net Income 2015: $7,7372015Revenue 2016: $51,470Expenses 2016: $53,180Net Income 2016: -$1,7102016Revenue 2017: $48,970Expenses 2017: $47,051Net Income 2017: $1,9192017Revenue 2018: $48,482Expenses 2018: $51,622Net Income 2018: -$3,1402018Revenue 2019: $42,041Expenses 2019: $44,619Net Income 2019: -$2,5782019Revenue 2020: $39,433Expenses 2020: $29,363Net Income 2020: $10,0702020

Highlighted filing

2018

Revenue$48,482
Expenses$51,622
Net Income-$3,140
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 19, 2018
Return Version
2017v2.2
Gross Receipts
$69,974
Mission and Program Overview

Mission

To make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT/SUPPORT FOR 750+ STUDENTS. PROVIDE FUNDS FOR ARTS, MUSIC, SCIENCE, AND COMPUTER. FAMILY FUN AND CLASSROOM EVENTS AND SUPPLIES. DRUG AWARENESS AND PLAYGROUND MAINTENANCE.$42,385-
SCHOOL STAFF SUPPORT FOR 100+ STAFF AND TEACHERS INCLUDING STAFF APPRECIATION.$5,231-
VOLUNTEER SUPPORT FOR 100+ VOLUNTEERS.$349-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWN BLACKABYPresidentPT$0--
SHARON HEALYVice PresidentPT$0--
TARA GREENVice PresidentPT$0--
TIFFANY RITTICHIERVice PresidentPT$0--
STEPHANIE FRAZURETreasurerPT$0--
MISTY TUDORSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spirit Sales$11,148$11,148$10,216$932
Yearbook, Pictures, Various$7,555$7,555$3,276$4,279
Total Events$32,658$32,658$21,492$11,166
Filing and Contact Details

Filer

Filer Name
Albert E Bowen Elementary Pta
EIN
61-1147617
Phone
5024858213
Address
1601 ROOSEVELT AVE, LOUISVILLE, KY 40242

Signing Officer

Name
Shawn Blackaby
Title
President
Signed
2018-07-19
Discuss with paid preparer
Yes

Preparer

Firm
Schultz & Associates PLLC
Address
6004 Brownsboro Park Blvd B, Louisville, KY 40207
Preparer
Stephanie A Frazure
Phone
5028930555
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $298

Other Expenses.1012

Insurance $337

Other Expenses.1

PROGRAM SERVICES $47965

Other Expenses.2

Payments to affiliates $2731

Other Expenses.3

BANK FEES $285

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040242
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012582
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09442
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IRS990EZ/ExcessOrDeficitForYearAmt0-3140
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03815
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt58.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAWN BLACKABY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHARON HEALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TARA GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIFFANY RITTICHIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHANIE FRAZURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MISTY TUDOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt051616
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO MAKE EVERY CHILD'S POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN.
IRS990EZ/PrintingPublicationsPostageAmt06
IRS990EZ/ProgramServiceRevenueAmt06428
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ENRICHMENT/SUPPORT FOR 750+ STUDENTS. PROVIDE FUNDS FOR ARTS, MUSIC, SCIENCE, AND COMPUTER. FAMILY FUN AND CLASSROOM EVENTS AND SUPPLIES. DRUG AWARENESS AND PLAYGROUND MAINTENANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL STAFF SUPPORT FOR 100+ STAFF AND TEACHERS INCLUDING STAFF APPRECIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2VOLUNTEER SUPPORT FOR 100+ VOLUNTEERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042385
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15231
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2349
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021492
IRS990EZ/SpecialEventsNetIncomeLossAmt012042
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051622
IRS990EZ/TotalProgramServiceExpensesAmt047965
IRS990EZ/TotalRevenueAmt048482
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03866
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059097
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041079
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt077185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031420
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026177
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0215823
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0274920
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069974
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059201
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081051
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034773
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029921
IRS990ScheduleA/Total509Grp/TotalAmt0274920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069974
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081051
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029921
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0274920
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021492
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPIRIT SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0YEARBOOK, PICTURES, VARIOUS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt02418
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013955
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032658
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013955
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032658
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011166
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05582
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019074
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010216
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03276
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM SERVICES $47965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYMENTS TO AFFILIATES $2731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES $285
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN BLACKABY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERT E BOWEN ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0611147617
ReturnHeader/Filer/PhoneNum05024858213
ReturnHeader/Filer/USAddress/AddressLine1Txt01601 ROOSEVELT AVE
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040242
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352190788
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schultz & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06004 Brownsboro Park Blvd B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040207
ReturnHeader/PreparerPersonGrp/PhoneNum05028930555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie A Frazure
ReturnHeader/ReturnTs02018-07-19T16:55:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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