Civic Intelligence

PTA Kentucky Congress

990EZ • Fiscal year 2019 • EIN 61-1147730

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 05, 2019

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

Score unavailable

No value available

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

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

25th percentile

-9.1%

Higher net margin than 25% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

17th percentile

-27%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-9.8%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$16,989

Down $6,278 (-27%) from 2018

Net Assets

Down

$16,989

Down $6,278 (-27%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$68,651

Down $7,457 (-9.8%) from 2018

Expenses

Up

$74,929

Up $12,206 (+19%) from 2018

Net Income

Down

-$6,278

Down $19,663 (-147%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$16,989
Liabilities$0
Net Assets$16,989

Operations Trend

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

2019

Revenue$68,651
Expenses$74,929
Net Income-$6,278
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$76,822
Mission and Program Overview

Mission

Student Enrichment/Support/Education

Program Services

DescriptionGrantsExpenses
School Programs - Counselor's Fund, Classroom Enrichment, Special Areas, Math/Science Night, Cultural Arts, Beautification$0$39,259
Student Programs - Field Day, School Festival, SkatingYearbook, Student Recognition, Promotion Ceremony,Holiday Workshop$0$11,474
Parent Programs - Breakfast with Mom/Dad, Faculty-StaffAppreciation, Volunteer Appreciation, Room Parent Welcome, Open House$0$7,699
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen HaycraftPresidentPT$0--
Jennifer JacksonSecretaryPT$0--
Ailsa SpraldingTreasurer-$0--
Ginny Baker1st VP Programs-$0--
Jessica Nelson2nd VP Ways & Means-$0--
Emily Bradley3rd VP Communications-$0--
Becky Medley4th VP Membership-$0--
April Butler5th VP Volunteers-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
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
Ailsa Spralding
Title
Treasurer
Phone
5024858338
Signed
2019-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Curry Drake and Associates LLC
Address
12700 Townepark Way Danville Bldg, Louisville, KY 40243
Preparer
Dan Small CPA
Phone
5022546180
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

4th Grade Events

Form 990EZ, Part I, Line 16

5th Grade Events 1921.

Form 990EZ, Part I, Line 16

Arts 2700.

Form 990EZ, Part I, Line 16

Bookstore 11417.

Form 990EZ, Part I, Line 16

Classroom Enhancement 5500.

Form 990EZ, Part I, Line 16

Hospitality 6180.

Form 990EZ, Part I, Line 16

Insurance 337.

Form 990EZ, Part I, Line 16

Other Programs 4233.

Form 990EZ, Part I, Line 16

Chromebooks 25155.

Form 990EZ, Part I, Line 16

PTA Office/Membership 3694.

Form 990EZ, Part I, Line 16

School Festival

Form 990EZ, Part I, Line 16

Special Areas 4095.

Form 990EZ, Part I, Line 16

Student Excellence 731.

Form 990EZ, Part I, Line 16

Year Startup 3734.

Form 990EZ, Part I, Line 16

Yearbooks 4069.

Form 990EZ, Part I, Line 16

Depreciation 878.

Form 990EZ, Part II, Line 24

iPads 461. 0.

Form 990EZ, Part II, Line 24

Scoreboard 1461. 1045.

Raw XML Appendix240 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/PersonNm3Ginny Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jessica Nelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Emily Bradley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Becky Medley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7April Butler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt64th VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt75th VP Volunteers
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01922
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01045
IRS990EZ/OtherExpensesTotalAmt074644
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Student Enrichment/Support/Education
IRS990EZ/ProgramServiceRevenueAmt035182
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Programs - Field Day, School Festival, SkatingYearbook, Student Recognition, Promotion Ceremony,Holiday Workshop
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Parent Programs - Breakfast with Mom/Dad, Faculty-StaffAppreciation, Volunteer Appreciation, Room Parent Welcome, Open House
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School Programs - Counselor's Fund, Classroom Enrichment, Special Areas, Math/Science Night, Cultural Arts, Beautification
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011474
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17699
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt239259
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08171
IRS990EZ/SpecialEventsNetIncomeLossAmt030354
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074929
IRS990EZ/TotalProgramServiceExpensesAmt058432
IRS990EZ/TotalRevenueAmt068651
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02201
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013281
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt073707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076587
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064762
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt063335
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt059647
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0338038
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065845
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061848
IRS990ScheduleA/Total509Grp/TotalAmt0351319
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0351319
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walk-A-Thon
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt04th Grade Events
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15th Grade Events 1921.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Arts 2700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bookstore 11417.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Classroom Enhancement 5500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Hospitality 6180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 337.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other Programs 4233.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Chromebooks 25155.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PTA Office/Membership 3694.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10School Festival
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Special Areas 4095.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Student Excellence 731.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Year Startup 3734.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Yearbooks 4069.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Depreciation 878.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16iPads 461. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Scoreboard 1461. 1045.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ailsa Spralding
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05024858338
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roberta B Tully Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
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/FilingSecurityInformation/AtSubmissionCreationDeviceId070CE79B4140396EF07EB5FB6603D2AA5D77FFB6F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D73FE6B1124D6E47735B4F48DACBCC0CD58C3FFC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.206.124.21
ReturnHeader/FilingSecurityInformation/IPDt02019-11-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm006:22:59
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/PreparationDt02019-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dan Small CPA
ReturnHeader/ReturnTs02019-11-18T06:23:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits