Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Roberta B Tully Elementary PTA
EIN 61-1147730 • 501(c)3 • Louisville, KY
Profile
Student enrichment/support education
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
64th percentile
Higher net margin than 64% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
36th percentile
Faster asset growth than 36% of similar nonprofits.
Revenue Growth
60th percentile
Faster revenue growth than 60% of similar nonprofits.
Balance Sheet
Assets
Up$22,020
Up $7,520 (+52%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Up$22,020
Up $7,520 (+52%) from 2024
Revenue
Up$75,537
Up $11,669 (+18%) from 2024
Expenses
Down$68,016
Down $10,075 (-13%) from 2024
Net Income
Up$7,521
Up $21,744 (+153%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $22,020
- Liabilities
- -
- Net assets
- $22,020
- Revenue
- $75,537
- Expenses
- $68,016
- Net income
- $7,521
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Jan 27, 2026
- Return Version
- 2024v5.0
- Gross Receipts
- $75,537
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 PARTIES, YEARBOOK, STUDENT RECOGNITION, PROMOTION CEREMONY, HOLIDAY WORKSHOP | - | $44,201 |
| SCHOOL PROGRAMS - COUNSELOR'S FUND, CLASSROOM ENRICHMENT, SPECIAL AREAS, BEAUTIFICATION, PLAYGROUND | - | $11,575 |
| PARENT PROGRAMS - BREAKFAST WITH MOM/DAD, FACULTY STAFF APPRECIATION, VOLUNTEER APPRECIATION, OPEN HOUSE | - | $6,623 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BETH LAYFIELD | President | - | $0 | - | - |
| HEATHER HOOPER | Secretary | - | $0 | - | - |
| SARA PYLE | Treasurer | - | $0 | - | - |
| LAURA MATTINGLY | VP Programs | - | $0 | - | - |
| HEATHER BOLIN | VP Communica | - | $0 | - | - |
| SARAH MCCLAVE | VP 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
- 2026-01-27
- 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 office 1,837 misc 3,472 insurance 308 5th grade projects 1,840 bookstore 4,000 family fun night 791 school festival 3,683 hospitality 6,623 field day 1,044 skating parties 3,425 jump rope for heart 500 student excellence 460 misc student exp 46 pta membership/office 919 special areas 13,082 walk-a-thon 4,039 spiritwear 12,656 cultural arts 548 parent/student dance 771 startup 2,315 classroom projects 5,657 total 68,016”
Form 990-ez, Part II, Line 24
“16,317 16,317 less accumulated depreciation 16,317 16,317 other assets 0 0 total 0 0”
Raw XML Appendix134 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/PersonNm | 0 | PTA TREASURER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5024153709 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3300 COLLEGE DR |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LOUISVILLE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | KY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 40299 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 14499 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 22020 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1280 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 7521 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 14499 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 22020 |
| IRS990EZ/GrossReceiptsAmt | 0 | 75537 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 14499 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 22020 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 14499 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 22020 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| 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/PersonNm | 0 | BETH LAYFIELD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | HEATHER HOOPER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SARA PYLE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LAURA MATTINGLY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | HEATHER BOLIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | SARAH MCCLAVE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VP PROGRAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VP COMMUNICA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VP WAYS & ME |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 68016 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | STUDENT ENRICHMENT/SUPPORT EDUCATION |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 74257 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | STUDENT PROGRAMS - FIELD DAY, SCHOOL FESTIVAL, SKATING PARTIES, YEARBOOK, STUDENT RECOGNITION, PROMOTION CEREMONY, HOLIDAY WORKSHOP |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PARENT PROGRAMS - BREAKFAST WITH MOM/DAD, FACULTY STAFF APPRECIATION, VOLUNTEER APPRECIATION, OPEN HOUSE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | SCHOOL PROGRAMS - COUNSELOR'S FUND, CLASSROOM ENRICHMENT, SPECIAL AREAS, BEAUTIFICATION, PLAYGROUND |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 44201 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 6623 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 11575 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 68016 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 62399 |
| IRS990EZ/TotalRevenueAmt | 0 | 75537 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 1280 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 28392 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 29672 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 74257 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 35476 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 109733 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 139405 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 75537 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 63868 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 139405 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 75537 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 63868 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 139405 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE 1,837 MISC 3,472 INSURANCE 308 5TH GRADE PROJECTS 1,840 BOOKSTORE 4,000 FAMILY FUN NIGHT 791 SCHOOL FESTIVAL 3,683 HOSPITALITY 6,623 FIELD DAY 1,044 SKATING PARTIES 3,425 JUMP ROPE FOR HEART 500 STUDENT EXCELLENCE 460 MISC STUDENT EXP 46 PTA MEMBERSHIP/OFFICE 919 SPECIAL AREAS 13,082 WALK-A-THON 4,039 SPIRITWEAR 12,656 CULTURAL ARTS 548 PARENT/STUDENT DANCE 771 STARTUP 2,315 CLASSROOM PROJECTS 5,657 TOTAL 68,016 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 16,317 16,317 LESS ACCUMULATED DEPRECIATION 16,317 16,317 OTHER ASSETS 0 0 TOTAL 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BETH LAYFIELD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5024858338 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-01-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROBERTA B TULLY ELEMENTARY PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROBE |
| ReturnHeader/Filer/EIN | 0 | 611147730 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3300 COLLEGE DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LOUISVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | KY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 402993607 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 611351958 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CURRY DRAKE & ASSOCIATES LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 12700 TOWNEPARK WAY SUITE 4208 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LOUISVILLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | KY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 40243 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5022546180 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2026-01-27 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAN SMALL CPA |
| ReturnHeader/ReturnTs | 0 | 2026-02-17T12:30:40-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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