Civic Intelligence

PTA Kentucky Congress

990EZ • Fiscal year 2017 • EIN 61-1157033

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 17, 2017

Organization ProfileN/A
303 Gatehouse LaneLouisville, KY 40243

(502) 245-7205

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

23rd percentile

-9.9%

Higher net margin than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$17,951

Down $2,613 (-13%) from 2016

Net Assets

Down

$17,951

Down $2,613 (-13%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin23rd percentile

Revenue

Down

$29,561

Down $9,649 (-25%) from 2016

Expenses

Down

$32,484

Down $3,014 (-8.5%) from 2016

Net Income

Down

-$2,923

Down $6,635 (-179%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$30K$20K$10K$0Assets 2011: $14,091Liabilities 2011: $02011Assets 2012: $14,306Liabilities 2012: $02012Assets 2013: $26,036Liabilities 2013: $02013Assets 2014: $20,899Liabilities 2014: $02014Assets 2015: $16,852Liabilities 2015: $02015Assets 2016: $20,564Net Assets 2016: $20,5642016Assets 2017: $17,951Liabilities 2017: $0Net Assets 2017: $17,9512017Assets 2018: $25,762Liabilities 2018: $0Net Assets 2018: $25,7622018Assets 2019: $28,042Net Assets 2019: $28,0422019Assets 2020: $24,918Net Assets 2020: $24,9182020Assets 2025: $3,081Liabilities 2025: $0Net Assets 2025: $3,0812025

Highlighted filing

2017

Assets$17,951
Liabilities$0
Net Assets$17,951
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $50,306Expenses 2011: $46,251Net Income 2011: $4,0552011Revenue 2012: $42,261Expenses 2012: $42,046Net Income 2012: $2152012Revenue 2013: $46,168Expenses 2013: $34,438Net Income 2013: $11,7302013Revenue 2014: $48,328Expenses 2014: $53,465Net Income 2014: -$5,1372014Revenue 2015: $48,687Expenses 2015: $52,734Net Income 2015: -$4,0472015Revenue 2016: $39,210Expenses 2016: $35,498Net Income 2016: $3,7122016Revenue 2017: $29,561Expenses 2017: $32,484Net Income 2017: -$2,9232017Revenue 2018: $33,151Expenses 2018: $25,340Net Income 2018: $7,8112018Revenue 2019: $35,710Expenses 2019: $33,430Net Income 2019: $2,2802019Revenue 2020: $53,454Expenses 2020: $56,578Net Income 2020: -$3,1242020Revenue 2025: $26,830Expenses 2025: $31,781Net Income 2025: -$4,9512025

Highlighted filing

2017

Revenue$29,561
Expenses$32,484
Net Income-$2,923
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 17, 2017
Return Version
2016v3.0
Gross Receipts
$53,218
Mission and Program Overview

Mission

Charitable educational organization

To support the teachers and students

Program Services

DescriptionGrantsExpenses
Adademic Departments - supplies-$13,044
Other program services-$5,944
Staff Appreciation-$4,004
Library Improvements-$3,179
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather FrostPresidentPT$0--
Jenny KaelinSecretaryPT$0--
Kelley BrightTreasurerPT$0--
Sarah Barrett1st VPPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bookstore$18,106$18,106$15,448$2,658
Fall Fund$17,819$17,819$2,664$15,155
Total Events$35,925$35,925$18,112$17,813
Filing and Contact Details

Filer

Filer Name
Pta Ky Congress Crosby Middle School Ptsa
EIN
61-1157033
Address
303 GATEHOUSE LANE, Louisville, KY 40243

Signing Officer

Name
Kelley Bright
Title
Treasurer
Phone
5022457205
Signed
2017-11-17
Discuss with paid preparer
No

Preparer

Firm
Cindy Bell
Address
576 Forest Hill Drive, Lexington, KY 40509
Preparer
Cindy Bell
Phone
8594948879
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBank Fees 40Insurance 337Membership expense 5,266Workshops 175”

Other program services Part III line 31

“Awards $92Equipment $129Family fun event $997Parade $55Principals fund $1004Presidents fund $628Supplies $457Technology $445”

Raw XML Appendix177 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/BenefitsPaidToOrForMembersAmt026171
IRS990EZ/BooksInCareOfDetail/PersonNm0Kelley Bright
IRS990EZ/BooksInCareOfDetail/PhoneNum05022457205
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0303 GATEHOUSE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Louisville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040243
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020874
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017951
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02532
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2923
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0495
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020874
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017951
IRS990EZ/FundraisingGrossIncomeAmt044732
IRS990EZ/GrossReceiptsAmt053218
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05954
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020874
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017951
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020874
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017951
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heather Frost
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jenny Kaelin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kelley Bright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Barrett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31st VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt05818
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the teachers and students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Adademic Departments - supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Library Improvements
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Staff Appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013044
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13179
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24004
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt35944
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023657
IRS990EZ/SpecialEventsNetIncomeLossAmt021075
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032484
IRS990EZ/TotalProgramServiceExpensesAmt026171
IRS990EZ/TotalRevenueAmt029561
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08486
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04358
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037662
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt044732
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt049397
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt060840
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt052848
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt047397
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0255214
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0292876
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053755
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061137
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055457
IRS990ScheduleA/Total509Grp/TotalAmt0292876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053755
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069309
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061137
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055457
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0292876
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018112
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Bookstore
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Fund
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035925
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017813
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018112
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015448
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank Fees 40Insurance 337Membership expense 5,266Workshops 175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Awards $92Equipment $129Family fun event $997Parade $55Principals fund $1004Presidents fund $628Supplies $457Technology $445
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelley Bright
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05022457205
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA KY CONGRESS CROSBY MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PTAK
ReturnHeader/Filer/EIN0611157033
ReturnHeader/Filer/USAddress/AddressLine1Txt0303 GATEHOUSE LANE
ReturnHeader/Filer/USAddress/CityNm0Louisville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040243
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02F318CA71BAB58C9AE22276FF9457754FCEBDE1A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F318CA71BAB58C9AE22276FF9457754FCEBDE1A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06167082017338jwkluob
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-12-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.128.157.22
ReturnHeader/FilingSecurityInformation/IPDt02017-12-04
ReturnHeader/FilingSecurityInformation/IPTm011:08:56
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cindy Bell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0576 Forest Hill Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lexington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040509
ReturnHeader/PreparerPersonGrp/PhoneNum08594948879
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cindy Bell
ReturnHeader/ReturnTs02017-12-04T11:06:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,951
Liabilities
$0
Net assets
$17,951
Revenue
$29,561
Expenses
$32,484
Net income
-$2,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$26.8$31.8$4.95
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$24.9$53.5$56.6$3.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.0$28.0$35.7$33.4$2.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$0.00$25.8$33.2$25.3$7.81
2017Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$29.6$32.5$2.92
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$20.6$39.2$35.5$3.71
2015Summary only. Only limited summary data is available for this year.$16.9$0.00$48.7$52.7$4.05
2014Summary only. Only limited summary data is available for this year.$20.9$0.00$48.3$53.5$5.14
2013Summary only. Only limited summary data is available for this year.$26.0$0.00$46.2$34.4$11.7
2012Summary only. Only limited summary data is available for this year.$14.3$0.00$42.3$42.0$0.22
2011Summary only. Only limited summary data is available for this year.$14.1$0.00$50.3$46.3$4.06