Civic Intelligence

Roberta B Tully Elementary PTA

990EZ • Fiscal year 2015 • EIN 61-1147730

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 04, 2015

Organization ProfileN/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.

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

53rd percentile

4.5%

Higher net margin than 53% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

7.1%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$18,308

Up $2,804 (+18%) from 2014

Net Assets

Up

$18,308

Up $2,804 (+18%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin53rd percentile

Revenue

Up

$61,848

Up $4,107 (+7.1%) from 2014

Expenses

Down

$59,044

Down $2,451 (-4.0%) from 2014

Net Income

Up

$2,804

Up $6,558 (+175%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$30K$20K$10K$0Assets 2011: $21,048Liabilities 2011: $02011Assets 2012: $24,659Liabilities 2012: $02012Assets 2013: $19,258Liabilities 2013: $0Net Assets 2013: $19,2582013Assets 2014: $15,504Liabilities 2014: $0Net Assets 2014: $15,5042014Assets 2015: $18,308Liabilities 2015: $0Net Assets 2015: $18,3082015Assets 2016: $16,081Liabilities 2016: $0Net Assets 2016: $16,0812016Assets 2017: $9,882Liabilities 2017: $0Net Assets 2017: $9,8822017Assets 2018: $23,267Liabilities 2018: $0Net Assets 2018: $23,2672018Assets 2019: $16,989Liabilities 2019: $0Net Assets 2019: $16,9892019Assets 2020: $27,726Liabilities 2020: $0Net Assets 2020: $27,7262020Assets 2021: $27,267Liabilities 2021: $0Net Assets 2021: $27,2672021Assets 2022: $22,423Liabilities 2022: $0Net Assets 2022: $22,4232022Assets 2023: $28,723Liabilities 2023: $0Net Assets 2023: $28,7232023Assets 2024: $14,500Net Assets 2024: $14,5002024Assets 2025: $22,020Net Assets 2025: $22,0202025

Highlighted filing

2015

Assets$18,308
Liabilities$0
Net Assets$18,308
Open 2015 Filing

Operations Trend

Revenue Growth59th percentile

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

$100K$50K$0-$50KRevenue 2011: $49,912Expenses 2011: $44,981Net Income 2011: $4,9312011Revenue 2012: $47,996Expenses 2012: $44,385Net Income 2012: $3,6112012Revenue 2013: $46,281Expenses 2013: $51,682Net Income 2013: -$5,4012013Revenue 2014: $57,741Expenses 2014: $61,495Net Income 2014: -$3,7542014Revenue 2015: $61,848Expenses 2015: $59,044Net Income 2015: $2,8042015Revenue 2016: $65,845Expenses 2016: $68,072Net Income 2016: -$2,2272016Revenue 2017: $64,638Expenses 2017: $70,837Net Income 2017: -$6,1992017Revenue 2018: $76,108Expenses 2018: $62,723Net Income 2018: $13,3852018Revenue 2019: $68,651Expenses 2019: $74,929Net Income 2019: -$6,2782019Revenue 2020: $69,650Expenses 2020: $58,913Net Income 2020: $10,7372020Revenue 2021: $12,081Expenses 2021: $12,540Net Income 2021: -$4592021Revenue 2022: $64,935Expenses 2022: $69,779Net Income 2022: -$4,8442022Revenue 2023: $66,771Expenses 2023: $60,471Net Income 2023: $6,3002023Revenue 2024: $63,868Expenses 2024: $78,091Net Income 2024: -$14,2232024Revenue 2025: $75,537Expenses 2025: $68,016Net Income 2025: $7,5212025

Highlighted filing

2015

Revenue$61,848
Expenses$59,044
Net Income$2,804
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 4, 2015
Return Version
2014v5.0
Gross Receipts
$61,848
Mission and Program Overview

Mission

Student enrichment/support education

Student Enrichment/Support/Education

Program Services

DescriptionGrantsExpenses
Student Programs - Field Day, School Festival, Skating Yearbook, Student Recognition, Promotion Ceremony, Holiday Workshop-$27,411
School Programs - Counselor's Fund, Classroom Enrichment, Special Areas, Math/Science Night, Cultural Arts, Beautification-$12,493
Parent Programs - Breakfast with Mom/Dad, Faculty-Staff Appreciation, Volunteer Appreciation, Room Parent Welcome, Open House-$5,575
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE BRUNERPresidentPT$0--
VIRGINIA BAKERSecretaryPT$0--
SARAH BARRETTTreasurer-$0--
BROOKE DRESEL1st VP-$0--
GINGER TORRENS2nd VP-$0--
AMY GEARY3rd VP-$0--
JENNIFER JACKSON4th VP-$0--
MICHELE VARNER5th VP-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Festival----
Walk-A-Thon----
Filing and Contact Details

Filer

Filer Name
Roberta B Tully Elementary PTA
EIN
61-1147730
Phone
5024858338
Address
3300 College Drive, Louisville, KY 40299-3607

Signing Officer

Name
Sarah Barrett
Title
Treasurer
Phone
5024858338
Signed
2015-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Curry Drake and Associates LLC
Address
12700 Townepark Way Danville Bldg, Louisville, KY 40243
Preparer
Glenn F Curry Ii Ea
Phone
5022546180
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“4th grade events 5th grade events 1382. Classroom enhancement 5082. Hospitality 5575. Programs 10883. Depreciation 2840. Special areas 3941. Pta office/membership 2848. Student excellence 372. Other programs 2262. Insurance 612. Bookstore 8162. Fundraising 6719. School festival 8366.”

Form 990EZ, Part II, Line 24

“Smartboards 2017. 1068. Computer 61. 0. Ipads 4574. 2744.”

Raw XML Appendix158 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/PersonNm5AMY GEARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHELE VARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt75th VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06652
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0531
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walk-A-Thon
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt04TH GRADE EVENTS 5TH GRADE EVENTS 1382. CLASSROOM ENHANCEMENT 5082. HOSPITALITY 5575. PROGRAMS 10883. DEPRECIATION 2840. SPECIAL AREAS 3941. PTA OFFICE/MEMBERSHIP 2848. STUDENT EXCELLENCE 372. OTHER PROGRAMS 2262. INSURANCE 612. BOOKSTORE 8162. FUNDRAISING 6719. SCHOOL FESTIVAL 8366.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SMARTBOARDS 2017. 1068. COMPUTER 61. 0. IPADS 4574. 2744.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05024858338
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ReturnHeader/Filer/EIN0611147730
ReturnHeader/Filer/PhoneNum05024858338
ReturnHeader/Filer/USAddress/AddressLine1Txt03300 College Drive
ReturnHeader/Filer/USAddress/CityNm0Louisville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0402993607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Curry Drake and Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012700 Townepark Way Danville Bldg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040243
ReturnHeader/PreparerPersonGrp/PhoneNum05022546180
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN F CURRY II EA
ReturnHeader/ReturnTs02015-11-09T05:06:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,308
Liabilities
$0
Net assets
$18,308
Revenue
$61,848
Expenses
$59,044
Net income
$2,804
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
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Revenue vs current organization

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Assets vs current organization

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