Civic Intelligence

PTA Kentucky Congress

990EZ • Fiscal year 2022 • EIN 61-1157134

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 16, 2022

1627 Lucia AveLouisville, KY 40204

(000) 000-0000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

13th percentile

-38%

Higher net margin than 13% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

18th percentile

-26%

Faster asset growth than 18% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

30th percentile

-11%

Faster revenue growth than 30% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Assets

Down

$58,529

Down $47,139 (-45%) from 2020

Net Assets

Down

$58,529

Down $47,139 (-45%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$86,671

Down $22,938 (-21%) from 2020

Expenses

Up

$119,361

Up $86,578 (+264%) from 2020

Net Income

Down

-$32,690

Down $109,516 (-143%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $12,139Liabilities 2010: $4,367Net Assets 2010: $7,7722010Assets 2011: $18,108Liabilities 2011: $5,1362011Assets 2012: $6,701Liabilities 2012: $0Net Assets 2012: $6,7012012Assets 2015: $15,898Liabilities 2015: $02015Assets 2020: $105,668Liabilities 2020: $0Net Assets 2020: $105,6682020Assets 2022: $58,529Liabilities 2022: $0Net Assets 2022: $58,5292022Assets 2023: $65,030Liabilities 2023: $0Net Assets 2023: $65,0302023Assets 2024: $57,978Liabilities 2024: $0Net Assets 2024: $57,9782024Assets 2025: $62,716Liabilities 2025: $0Net Assets 2025: $62,7162025

Highlighted filing

2022

Assets$58,529
Liabilities$0
Net Assets$58,529

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $16,559Expenses 2010: $21,985Net Income 2010: -$5,4262010Revenue 2011: $31,003Expenses 2011: $25,803Net Income 2011: $5,2002011Revenue 2012: $25,512Expenses 2012: $32,949Net Income 2012: -$7,4372012Revenue 2015: $36,041Expenses 2015: $33,645Net Income 2015: $2,3962015Revenue 2020: $109,609Expenses 2020: $32,783Net Income 2020: $76,8262020Revenue 2022: $86,671Expenses 2022: $119,361Net Income 2022: -$32,6902022Revenue 2023: $71,285Expenses 2023: $64,784Net Income 2023: $6,5012023Revenue 2024: $64,695Expenses 2024: $71,359Net Income 2024: -$6,6642024Revenue 2025: $45,524Expenses 2025: $40,786Net Income 2025: $4,7382025

Highlighted filing

2022

Revenue$86,671
Expenses$119,361
Net Income-$32,690
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 16, 2022
Return Version
2021v4.1
Gross Receipts
$92,575
Mission and Program Overview

Mission

to support Student Education

TO support Education

Program Services

DescriptionGrantsExpenses
Playground$77,881-
Teacher Enrichment$7,200-
Arts$1,590-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelley Nash SchlotterbeckTreasurer-$0--
Jennifer KleierPresident-$0--
B Travis NewmanSecretary-$0--
Samanta PerkinsCommunication-$0--
Taylor USellisVolunteer Coordinator-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$49,199$49,199$3,100$46,099
Bloomfest$16,000$16,000$2,804$13,196
Total Events$65,199$65,199$5,904$59,295
Filing and Contact Details

Filer

Filer Name
Pta Kentucky Congress
EIN
61-1157134
Phone
0000000000
Address
1627 LUCIA AVE, LOUISVILLE, KY 40204

Signing Officer

Name
Kelley Nash Schlotterbeck
Title
Treasurer
Phone
0000000000
Signed
2022-11-16
Supplemental Narrative

Additional Explanations

Schedule O:

Expenses included permits snacks music rental t-shirts signage

Raw XML Appendix214 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Kelley Nash Schlotterbeck
IRS990EZ/BooksInCareOfDetail/PhoneNum05024394535
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02633 Whittier Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Louisville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040205
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt091219
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058529
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026326
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-32690
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt091219
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058529
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt065199
IRS990EZ/GrantsAndSimilarAmountsPaidAmt086543
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt092575
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01050
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt091219
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058529
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt091219
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058529
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelley Nash Schlotterbeck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Kleier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2B Travis Newman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Samanta Perkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Taylor USellis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Communication
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Volunteer Coordinator
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt032818
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO support Education
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Playground
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Arts
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt077881
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17200
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21590
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05904
IRS990EZ/SpecialEventsNetIncomeLossAmt059295
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0119361
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt086671
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015026
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt075545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047401
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt052862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0218210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065199
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037802
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt038445
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt039285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0180731
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY170Pct00
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt0398941
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt092575
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085846
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt092147
IRS990ScheduleA/Total509Grp/TotalAmt0398941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt092575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015026
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt092147
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0398941
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05904
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Bloomfest
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049199
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065199
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049199
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065199
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt059295
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05904
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03100
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02804
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Expenses included permits snacks music rental t-shirts signage
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelley Nash Schlotterbeck
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA KENTUCKY CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAK
ReturnHeader/Filer/EIN0611157134
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt01627 LUCIA AVE
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040204
ReturnHeader/ReturnTs02022-11-16T05:30:03Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kelley
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Nash Schlotterbeck
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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