Roberta B Tully Elementary PTA

990EZ • Fiscal year 2014 • EIN 61-1147730

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

Organization Profile N/A

3300 College DriveLouisville, KY 40299-3607

(502) 485-8338

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-6.5%

Higher net margin than 27% of similar nonprofits.

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

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

-19%

Faster asset growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

25%

Faster revenue growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$15,504

Down $3,754 (-19%) from 2013

Net Assets

Down

$15,504

Down $3,754 (-19%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin27th percentile

Revenue

$57,741

Up $11,460 (+25%) from 2013

Expenses

$61,495

Up $9,813 (+19%) from 2013

Net Income

-$3,754

Up $1,647 (+30%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

Highlighted filing

2014

Assets$15,504

Liabilities$0

Net Assets$15,504

Open 2014 Filing

Operations Trend

Revenue Growth75th percentile

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

Highlighted filing

2014

Revenue$57,741

Expenses$61,495

Net Income-$3,754

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Nov 11, 2014
Return Version: 2013v3.1
Gross Receipts: $64,290

Mission and Program Overview

Mission

Student enrichment/support education

Student Enrichment/Support/Education

Program Services

Description	Grants	Expenses
Student Programs - Field Day, School Festival, Skating Yearbook, Student Recognition, Promotion Ceremony, Holiday Workshop	-	$20,705
School Programs - Counselor's Fund, Classroom Enrichment, Special Areas, Math/Science Night, Cultural Arts, Beautification	-	$17,250
Parent Programs - Breakfast with Mom/Dad, Faculty-Staff Appreciation, Volunteer Appreciation, Room Parent Welcome, Open House	-	$5,949

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GENEVIEVE MILKINS	President	PT	$0	-	-
VIRGINIA BAKER	Secretary	PT	$0	-	-
SARAH BARRETT	Treasurer	-	$0	-	-
MICHELLE BRUNER	1st VP	-	$0	-	-
GINGER TORRENS	2nd VP	-	$0	-	-
AMY GEARY	3rd VP	-	$0	-	-
BROOKE DRESSEL	4th VP	-	$0	-	-
HEATHER FROST	5th VP	-	$0	-	-

Filing and Contact Details

Filer

EIN: 61-1147730
Phone: 5024858338

Signing Officer

Name: Sarah Barrett
Title: Treasurer
Phone: 5024858338
Signed: 2014-11-11
Discuss with paid preparer: Yes

Preparer

Preparer: Glenn F Curry Ii Ea
Phone: 5022546180

Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“4th grade events 5th grade events 5218. Classroom enhancement 5492. Hospitality 5949. Programs 20705. School festival yearbook special areas 4318. Pta office/membership 2981. Student excellence 426. Other programs 2277. Insurance 612. Future projects 7350. Depreciation 6167.”

Form 990EZ, Part II, Line 24

“Smartboards 2966. 2017. Computer 223. 61. Ipads 4574.”

Raw XML Appendix160 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/City	0	Louisville
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	40299
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	16069
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IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	0
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IRS990EZ/ExcessOrDeficitForYearAmt	0	-3754
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IRS990EZ/FundraisingGrossIncomeAmt	0	29276
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IRS990EZ/GamingGrossIncomeAmt	0	0
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IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	3285
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	19258
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	15504
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	19258
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	15504
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	6	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	7	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	GENEVIEVE MILKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	VIRGINIA BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	SARAH BARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	MICHELLE BRUNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	GINGER TORRENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	AMY GEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	BROOKE DRESSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	HEATHER FROST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	1st VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	2nd VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	3rd VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	4th VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	5th VP
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	3189
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	6652
IRS990EZ/OtherExpensesTotalAmt	0	61495
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	Student Enrichment/Support/Education
IRS990EZ/ProgramServiceRevenueAmt	0	31729
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Student Programs - Field Day, School Festival, Skating Yearbook, Student Recognition, Promotion Ceremony, Holiday Workshop
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	Parent Programs - Breakfast with Mom/Dad, Faculty-Staff Appreciation, Volunteer Appreciation, Room Parent Welcome, Open House
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	School Programs - Counselor's Fund, Classroom Enrichment, Special Areas, Math/Science Night, Cultural Arts, Beautification
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	20705
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	5949
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	17250
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	6549
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	22727
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	61495
IRS990EZ/TotalProgramServiceExpensesAmt	0	43904
IRS990EZ/TotalRevenueAmt	0	57741
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	1258
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	1328
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	4006
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	0
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	49516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	51622
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	54325
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	49962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	205425
IRS990ScheduleA/InvestmentIncomeCYPct	0	0
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal170Amt	0	0
IRS990ScheduleA/PublicSupportTotal509Amt	0	209431
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	50405
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	52153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	55583
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	51290
IRS990ScheduleA/Total509Grp/TotalAmt	0	209431
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	209431
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	Walk-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	School Festival
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	4TH GRADE EVENTS 5TH GRADE EVENTS 5218. CLASSROOM ENHANCEMENT 5492. HOSPITALITY 5949. PROGRAMS 20705. SCHOOL FESTIVAL YEARBOOK SPECIAL AREAS 4318. PTA OFFICE/MEMBERSHIP 2981. STUDENT EXCELLENCE 426. OTHER PROGRAMS 2277. INSURANCE 612. FUTURE PROJECTS 7350. DEPRECIATION 6167.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	SMARTBOARDS 2966. 2017. COMPUTER 223. 61. IPADS 4574.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SARAH BARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5024858338
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Roberta B Tully Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	ROBE
ReturnHeader/Filer/EIN	0	611147730
ReturnHeader/Filer/PhoneNum	0	5024858338
ReturnHeader/Filer/USAddress/AddressLine1	0	3300 College Drive
ReturnHeader/Filer/USAddress/City	0	Louisville
ReturnHeader/Filer/USAddress/State	0	KY
ReturnHeader/Filer/USAddress/ZIPCode	0	402993607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Curry Drake and Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	12700 Townepark Way Danville Bldg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	40243
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5022546180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	GLENN F CURRY II EA
ReturnHeader/ReturnTs	0	2014-11-14T06:07:32-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $15,504
Liabilities: $0
Net assets: $15,504
Revenue: $57,741
Expenses: $61,495
Net income: -$3,754

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$22.0		$22.0	$75.5	$68.0	$7.52
2024Detailed filing. Detailed filing data is available for this year.	$14.5		$14.5	$63.9	$78.1	$14.2
2023Detailed filing. Detailed filing data is available for this year.	$28.7	$0.00	$28.7	$66.8	$60.5	$6.30
2022Detailed filing. Detailed filing data is available for this year.	$22.4	$0.00	$22.4	$64.9	$69.8	$4.84
2021Detailed filing. Detailed filing data is available for this year.	$27.3	$0.00	$27.3	$12.1	$12.5	$0.46
2020Detailed filing. Detailed filing data is available for this year.	$27.7	$0.00	$27.7	$69.7	$58.9	$10.7
2019Detailed filing. Detailed filing data is available for this year.	$17.0	$0.00	$17.0	$68.7	$74.9	$6.28
2018Detailed filing. Detailed filing data is available for this year.	$23.3	$0.00	$23.3	$76.1	$62.7	$13.4
2017Detailed filing. Detailed filing data is available for this year.	$9.88	$0.00	$9.88	$64.6	$70.8	$6.20
2016Detailed filing. Detailed filing data is available for this year.	$16.1	$0.00	$16.1	$65.8	$68.1	$2.23
2015Detailed filing. Detailed filing data is available for this year.	$18.3	$0.00	$18.3	$61.8	$59.0	$2.80
2014Detailed filing. Detailed filing data is available for this year.	$15.5	$0.00	$15.5	$57.7	$61.5	$3.75
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$19.3	$0.00	$19.3	$46.3	$51.7	$5.40
2012Summary only. Only limited summary data is available for this year.	$24.7	$0.00		$48.0	$44.4	$3.61
2011Summary only. Only limited summary data is available for this year.	$21.0	$0.00		$49.9	$45.0	$4.93