Civic Intelligence

Roberta B Tully Elementary PTA

990EZ • Fiscal year 2024 • EIN 61-1147730

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 13, 2024

Organization ProfileN/A
3300 College DriveLouisville, KY 40299-3607

(502) 415-3709

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

11th percentile

-50%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

40th percentile

-4.3%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$14,500

Down $14,223 (-50%) from 2023

Net Assets

Down

$14,500

Down $14,223 (-50%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$63,868

Down $2,903 (-4.3%) from 2023

Expenses

Up

$78,091

Up $17,620 (+29%) from 2023

Net Income

Down

-$14,223

Down $20,523 (-326%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2024

Assets$14,500
Liabilities-
Net Assets$14,500
Open 2024 Filing

Operations Trend

Revenue Growth40th 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

2024

Revenue$63,868
Expenses$78,091
Net Income-$14,223
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v6.0
Gross Receipts
$63,868
Mission and Program Overview

Mission

Student enrichment/support education

Program Services

DescriptionGrantsExpenses
SCHOOL PROGRAMS - COUNSELOR'S FUND, CLASSROOM ENRICHMENT, SPECIAL AREAS, BEAUTIFICATION, PLAYGROUND-$46,293
STUDENT PROGRAMS - FIELD DAY, SCHOOL FESTIVAL, SKATING PARTIES, YEARBOOK, STUDENT RECOGNITION, PROMOTION CEREMONY, HOLIDAY WORKSHOP-$21,893
PARENT PROGRAMS - BREAKFAST WITH MOM/DAD, FACULTY STAFF APPRECIATION, VOLUNTEER APPRECIATION, OPEN HOUSE-$6,920
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH LAYFIELDPresident-$0--
AILSA SPRADLINGSecretary-$0--
SARA PYLETreasurer-$0--
LAURA MATTINGLYVP Programs-$0--
HEATHER BOLINVP Communica-$0--
SARAH MCCLAVEVP Ways & Me-$0--
Filing and Contact Details

Filer

Filer Name
Roberta B Tully Elementary Pta
EIN
61-1147730
Address
3300 COLLEGE DRIVE, LOUISVILLE, KY 40299-3607

Signing Officer

Name
Beth Layfield
Title
President
Phone
5024858338
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Curry Drake & Associates LLC
Address
12700 TOWNEPARK WAY SUITE 4208, LOUISVILLE, KY 40243
Preparer
Dan Small CPA
Phone
5022546180
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 315 5th grade projects 920 classroom enhancement 35,090 arts 2,925 bookstore 10,423 beautification 1,870 family fun night 1,166 school festival 3,613 hospitality 6,920 field day 1,118 skating partiesq 3,583 misc/fundraising 5,908 school projects 500 misc student exp 1,070 pta membership/office 2,330 total 77,751”

Form 990-ez, Part II, Line 24

“Ipads 0 9,630 less accumulated depreciation 0 9,630 scoreboard 0 6,687 less accumulated depreciation 0 6,687 other assets 0 0 total 0 0”

Raw XML Appendix131 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PTA TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum05024153709
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03300 COLLEGE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040299
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028723
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014500
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt028392
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14223
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0340
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028723
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014500
IRS990EZ/GrossReceiptsAmt063868
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011194
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028723
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014500
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028723
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETH LAYFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AILSA SPRADLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA PYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA MATTINGLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER BOLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH MCCLAVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP WAYS & ME
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt077751
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT ENRICHMENT/SUPPORT EDUCATION
IRS990EZ/ProgramServiceRevenueAmt024282
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS - FIELD DAY, SCHOOL FESTIVAL, SKATING PARTIES, YEARBOOK, STUDENT RECOGNITION, PROMOTION CEREMONY, HOLIDAY WORKSHOP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PARENT PROGRAMS - BREAKFAST WITH MOM/DAD, FACULTY STAFF APPRECIATION, VOLUNTEER APPRECIATION, OPEN HOUSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL PROGRAMS - COUNSELOR'S FUND, CLASSROOM ENRICHMENT, SPECIAL AREAS, BEAUTIFICATION, PLAYGROUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021893
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16920
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt246293
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078091
IRS990EZ/TotalProgramServiceExpensesAmt075106
IRS990EZ/TotalRevenueAmt063868
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028392
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028392
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035476
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt035476
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt063868
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063868
IRS990ScheduleA/Total509Grp/TotalAmt063868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063868
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt063868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 315 5TH GRADE PROJECTS 920 CLASSROOM ENHANCEMENT 35,090 ARTS 2,925 BOOKSTORE 10,423 BEAUTIFICATION 1,870 FAMILY FUN NIGHT 1,166 SCHOOL FESTIVAL 3,613 HOSPITALITY 6,920 FIELD DAY 1,118 SKATING PARTIESQ 3,583 MISC/FUNDRAISING 5,908 SCHOOL PROJECTS 500 MISC STUDENT EXP 1,070 PTA MEMBERSHIP/OFFICE 2,330 TOTAL 77,751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IPADS 0 9,630 LESS ACCUMULATED DEPRECIATION 0 9,630 SCOREBOARD 0 6,687 LESS ACCUMULATED DEPRECIATION 0 6,687 OTHER ASSETS 0 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH LAYFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05024858338
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTA B TULLY ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0611147730
ReturnHeader/Filer/USAddress/AddressLine1Txt03300 COLLEGE DRIVE
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0402993607
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611351958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CURRY DRAKE & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012700 TOWNEPARK WAY SUITE 4208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040243
ReturnHeader/PreparerPersonGrp/PhoneNum05022546180
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAN SMALL CPA
ReturnHeader/ReturnTs02025-03-14T10:15:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,500
Liabilities
-
Net assets
$14,500
Revenue
$63,868
Expenses
$78,091
Net income
-$14,223
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