Civic Intelligence

PTA Kentucky Congress

990EZ • Fiscal year 2018 • EIN 61-1157139

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 03, 2019

319 South 15th StreetLouisville, KY 40203

(502) 584-4142

Siviq Scores

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Balance Sheet

Assets

Flat

$277,829

Flat from 2018

Net Assets

Flat

$277,829

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$33,702

Flat from 2018

Expenses

Flat

$59,854

Flat from 2018

Net Income

Flat

-$26,152

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $326,385Liabilities 2011: $02011Assets 2012: $359,408Liabilities 2012: $02012Assets 2013: $364,345Liabilities 2013: $0Net Assets 2013: $364,3452013Assets 2014: $345,147Liabilities 2014: $0Net Assets 2014: $345,1472014Assets 2015: $328,182Liabilities 2015: $02015Assets 2016: $343,390Liabilities 2016: $0Net Assets 2016: $343,3902016Assets 2017: $339,051Liabilities 2017: $0Net Assets 2017: $339,0512017Assets 2018: $277,829Liabilities 2018: $0Net Assets 2018: $277,8292018Assets 2018: $277,829Liabilities 2018: $0Net Assets 2018: $277,8292018

Highlighted filing

2018

Assets$277,829
Liabilities$0
Net Assets$277,829

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $47,923Expenses 2011: $60,578Net Income 2011: -$12,6552011Revenue 2012: $48,589Expenses 2012: $53,637Net Income 2012: -$5,0482012Revenue 2013: $16,318Expenses 2013: $59,049Net Income 2013: -$42,7312013Revenue 2014: $48,934Expenses 2014: $49,799Net Income 2014: -$8652014Revenue 2015: $52,199Expenses 2015: $45,971Net Income 2015: $6,2282015Revenue 2016: $111,728Expenses 2016: $47,656Net Income 2016: $64,0722016Revenue 2017: $45,598Expenses 2017: $54,236Net Income 2017: -$8,6382017Revenue 2018: $33,702Expenses 2018: $59,854Net Income 2018: -$26,1522018Revenue 2018: $33,702Expenses 2018: $59,854Net Income 2018: -$26,1522018

Highlighted filing

2018

Revenue$33,702
Expenses$59,854
Net Income-$26,152
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 3, 2019
Return Version
2017v2.3
Gross Receipts
$33,702
Mission and Program Overview

Mission

Helping the local units of the district strengthen their ptas, and their members' family lives.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP ASSISTANCE TO NEEDY STUDENTS$0$31,640
STUDENT AND VOLUNTEER RECOGNITION.$0$11,968
LEADERSHIP DEVELOPMENT CONFERENCES$0$4,143
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM KESLERPresident Elect-$0--
ADRIAN OLDHAMFyrsc Director-$0--
ALEXIS REECEStudent Representative-$0--
ANDREA WRIGHTNutrition Initiatives Coor-$0--
ANNA ELDERSecretary-$0--
AUTUMN NEAGLEPresident-$0--
BRITTNEY BOLYARDTreasurer-$0--
CLIFF IRONSMale Engagement-$0--
EDDIE SQUIRES3rd VP - Ways & Means-$0--
HEATHER WAMPLERPast President-$0--
JENNIFER FREEMANTeacher Representative-$0--
JUSTIN WILLISParent Relations Specialis-$0--
Filing and Contact Details

Filer

Filer Name
Pta Kentucky Congress
EIN
61-1157139
Phone
5025844142
Address
319 SOUTH 15TH STREET, LOUISVILLE, KY 40203

Signing Officer

Name
Brittney Bolyard
Title
Treasurer
Phone
5025844142
Signed
2019-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Harding Shymanski & Co Psc
Address
545 S THIRD STREET SUITE 102, LOUISVILLE, KY 40202
Preparer
Cynthia M Caudill
Phone
5025844142
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividend income. Amount: 12,200. Description: interest income. Amount: 2. Total included on form 990-ez, line 4: 12,202.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: awards banquet. Amount: 12,546.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: university of louisville. Amount given: 3,400.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: western ky university. Amount given: 3,400.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: eastern kentucky university. Amount given: 3,400.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: north carolina state university. Amount given: 1,700.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: mississippi state university. Amount given: 1,700.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: university of cincinnati. Amount given: 1,700.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: rose hulman institute. Amount given: 1,700.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: sewanee the university. Amount given: 1,700.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: lindsey wilson university. Amount given: 2,740.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: tennessee state university. Amount given: 3,400.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: jefferson community college. Amount given: 1,700.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: translyvania university. Amount given: 3,400.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: northern ky university. Amount given: 1,700. Total included on form 990-ez, line 10: 31,640.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: miscellaneous. Amount: 393. Description: event expenses. Amount: 17,647. Description: conference. Amount: 4,143. Description: office supplies. Amount: 360. Description: bonding insurance. Amount: 337. Description: bank fees. Amount: 529. Description: marketing. Amount: 199. Total to form 990-ez, line 16: 23,608.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain/loss. Amount: -35,070.

Raw XML Appendix269 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/PersonNm0ADAM KESLER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALEXIS REECE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREA WRIGHT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AUTUMN NEAGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRITTNEY BOLYARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CLIFF IRONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8EDDIE SQUIRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9HEATHER WAMPLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JENNIFER FREEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JUSTIN WILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FYRSC DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2STUDENT REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3NUTRITION INITIATIVES COOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MALE ENGAGEMENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TEACHER REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PARENT RELATIONS SPECIALIS
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IRS990EZ/PrimaryExemptPurposeTxt0HELPING THE LOCAL UNITS OF THE DISTRICT STRENGTHEN THEIR PTAS, AND THEIR MEMBERS' FAMILY LIVES.
IRS990EZ/PrintingPublicationsPostageAmt03856
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP ASSISTANCE TO NEEDY STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LEADERSHIP DEVELOPMENT CONFERENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT AND VOLUNTEER RECOGNITION.
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0226145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 12,200. DESCRIPTION: INTEREST INCOME. AMOUNT: 2. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 12,202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: AWARDS BANQUET. AMOUNT: 12,546.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF LOUISVILLE. AMOUNT GIVEN: 3,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: WESTERN KY UNIVERSITY. AMOUNT GIVEN: 3,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: EASTERN KENTUCKY UNIVERSITY. AMOUNT GIVEN: 3,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: NORTH CAROLINA STATE UNIVERSITY. AMOUNT GIVEN: 1,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: MISSISSIPPI STATE UNIVERSITY. AMOUNT GIVEN: 1,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF CINCINNATI. AMOUNT GIVEN: 1,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: ROSE HULMAN INSTITUTE. AMOUNT GIVEN: 1,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: SEWANEE THE UNIVERSITY. AMOUNT GIVEN: 1,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: LINDSEY WILSON UNIVERSITY. AMOUNT GIVEN: 2,740.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: TENNESSEE STATE UNIVERSITY. AMOUNT GIVEN: 3,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JEFFERSON COMMUNITY COLLEGE. AMOUNT GIVEN: 1,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: TRANSLYVANIA UNIVERSITY. AMOUNT GIVEN: 3,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: NORTHERN KY UNIVERSITY. AMOUNT GIVEN: 1,700. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 31,640.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15DESCRIPTION: MISCELLANEOUS. AMOUNT: 393. DESCRIPTION: EVENT EXPENSES. AMOUNT: 17,647. DESCRIPTION: CONFERENCE. AMOUNT: 4,143. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 360. DESCRIPTION: BONDING INSURANCE. AMOUNT: 337. DESCRIPTION: BANK FEES. AMOUNT: 529. DESCRIPTION: MARKETING. AMOUNT: 199. TOTAL TO FORM 990-EZ, LINE 16: 23,608.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: -35,070.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRITTNEY BOLYARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05025844142
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA KENTUCKY CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt015TH DISTRICT PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAK
ReturnHeader/Filer/EIN0611157139
ReturnHeader/Filer/PhoneNum05025844142
ReturnHeader/Filer/USAddress/AddressLine1Txt0319 SOUTH 15TH STREET
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040203
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB5EEE5A8AE5B6FF6F9220FA7C8C4A25CB1D767B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0813A6EE06D2D0FE00CC542554C1CFAB6D74731E5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.233.223.194
ReturnHeader/FilingSecurityInformation/IPDt02019-03-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:57:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351346211
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARDING SHYMANSKI & CO PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0545 S THIRD STREET SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040202
ReturnHeader/PreparerPersonGrp/PhoneNum05025844142
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA M CAUDILL
ReturnHeader/ReturnTs02019-03-11T17:38:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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