Civic Intelligence

PTA Kentucky Congress

990EZ • Fiscal year 2020 • EIN 61-1157038

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 10, 2020

930 E Main StLouisville, KY 40206

(502) 485-8291

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

11th percentile

-61%

Higher net margin than 11% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

1.9%

Faster asset growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

63rd percentile

-0.4%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Assets

Up

$47,519

Up $1,727 (+3.8%) from 2018

Net Assets

-$32,661

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$53,790

Down $473 (-0.9%) from 2018

Expenses

Up

$86,451

Up $49,092 (+131%) from 2018

Net Income

Down

-$32,661

Down $49,565 (-293%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2018: $45,792Liabilities 2018: $02018Assets 2020: $47,519Liabilities 2020: $0Net Assets 2020: -$32,6612020Assets 2022: $60,538Liabilities 2022: $0Net Assets 2022: $60,5382022

Highlighted filing

2020

Assets$47,519
Liabilities$0
Net Assets-$32,661

Operations Trend

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

$100K$50K$0-$50KRevenue 2018: $54,263Expenses 2018: $37,359Net Income 2018: $16,9042018Revenue 2020: $53,790Expenses 2020: $86,451Net Income 2020: -$32,6612020Revenue 2022: $56,700Expenses 2022: $43,864Net Income 2022: $12,8362022

Highlighted filing

2020

Revenue$53,790
Expenses$86,451
Net Income-$32,661
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 10, 2020
Return Version
2019v5.0
Mission and Program Overview

Mission

As a PTA we provide support for students and the school

The primary purpose of our organization is to provide support for the students of Lincoln Elementary and to help alleviate extra-curricular school expenses so that every student may have an equal opportunity for a balanced education

Program Services

DescriptionGrantsExpenses
0$47,982-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth ReissPta PresidentPT$0--
Laura SpiegelhalterPta Co-PresidentPT$0--
Robin LynchPta TreasurerPT$0--
Shannon SeidtPta SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$0$0$0$0
Event 2$0$0$0$0
Total Events$0$0$0$0
Filing and Contact Details

Filer

Filer Name
PTA KENTUCKY CONGRESSpta
EIN
61-1157038
Address
930 E MAIN ST, LOUISVILLE, KY 40206

Signing Officer

Name
Robin Lynch
Title
PTA Treasurer 2019-2020
Signed
2020-10-10
Supplemental Narrative

Additional Explanations

Schedule O:

Part 110 Grants and Similar amounts paid - 61108 Our largest grant in 2019-20 was funding the purchase and installation of a new playground for the students Also our PTA provides grants to help the teachers and teachers assistants with classroom expense This is to help all children in the classroom participate equally without concern for necessary educational supplies The PTA raises funds to help with the expense for the 5th grade end-of-year school trip The PTA wants every student to have the opportunity to participate Additionally the PTA helps fund the arts program promotion ceremonies and the Family Resource Assistance program Part 116 Other expenses - 23639 Other expense primarily includes extracurricular activities for the entire student body and PTA operating expenses The PTA has celebration parties hosts Field Day Back to School Bash PTA Kids Day provides t-shirts for every child in school and supports student achievements The PTA continues to support the staff to help meet the needs of all children

Raw XML Appendix264 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/PersonNm0Lincoln Elementary PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum05024858291
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0930 E Main Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040206
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080131
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shannon Seidt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PTA President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PTA Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PTA Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PTA Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt023639
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The primary purpose of our organization is to provide support for the students of Lincoln Elementary and to help alleviate extra-curricular school expenses so that every student may have an equal opportunity for a balanced education
IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06559
IRS990EZ/SpecialEventsNetIncomeLossAmt017066
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt086451
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt053790
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTA-non profit
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
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IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt029727
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt017831
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0129406
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IRS990ScheduleA/PublicSupportCY509Pct00
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IRS990ScheduleA/SupportedOrganizationsCnt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/DistributedAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
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IRS990ScheduleG/GamingManagerCompensationAmt00
IRS990ScheduleG/GamingOtherFacilityPct00
IRS990ScheduleG/GamingOwnFacilityPct00
IRS990ScheduleG/GamingRevenueReceivedByOrgAmt00
IRS990ScheduleG/GamingRevenueRtnBy3PrtyAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 110 Grants and Similar amounts paid - 61108 Our largest grant in 2019-20 was funding the purchase and installation of a new playground for the students Also our PTA provides grants to help the teachers and teachers assistants with classroom expense This is to help all children in the classroom participate equally without concern for necessary educational supplies The PTA raises funds to help with the expense for the 5th grade end-of-year school trip The PTA wants every student to have the opportunity to participate Additionally the PTA helps fund the arts program promotion ceremonies and the Family Resource Assistance program Part 116 Other expenses - 23639 Other expense primarily includes extracurricular activities for the entire student body and PTA operating expenses The PTA has celebration parties hosts Field Day Back to School Bash PTA Kids Day provides t-shirts for every child in school and supports student achievements The PTA continues to support the staff to help meet the needs of all children
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN LYNCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA Treasurer 2019-2020
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA KENTUCKY CONGRESSpta
ReturnHeader/Filer/BusinessNameControlTxt0PTAK
ReturnHeader/Filer/EIN0611157038
ReturnHeader/Filer/USAddress/AddressLine1Txt0930 E MAIN ST
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040206
ReturnHeader/ReturnTs02020-10-10T20:30:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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