Civic Intelligence

PTA Kentucky Congress

990EZ • Fiscal year 2019 • EIN 61-1162241

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 16, 2019

2010 Rudy LaneLouisville, KY 40207

(502) 721-6089

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

14th percentile

-26%

Higher net margin than 14% 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

11th percentile

-41%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

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

Assets

Down

$21,254

Down $14,776 (-41%) from 2018

Net Assets

Down

$21,254

Down $14,776 (-41%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$56,896

Up $7,939 (+16%) from 2018

Expenses

Up

$71,672

Up $34,139 (+91%) from 2018

Net Income

Down

-$14,776

Down $26,200 (-229%) from 2018

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $31,463Liabilities 2011: $02011Assets 2012: $22,271Liabilities 2012: $0Net Assets 2012: $22,2712012Assets 2013: $37,640Liabilities 2013: $0Net Assets 2013: $37,6402013Assets 2014: $59,819Liabilities 2014: $0Net Assets 2014: $59,8192014Assets 2015: $19,709Liabilities 2015: $0Net Assets 2015: $19,7092015Assets 2016: $26,932Liabilities 2016: $0Net Assets 2016: $26,9322016Assets 2017: $24,606Liabilities 2017: $0Net Assets 2017: $24,6062017Assets 2018: $36,030Liabilities 2018: $0Net Assets 2018: $36,0302018Assets 2019: $21,254Liabilities 2019: $0Net Assets 2019: $21,2542019Assets 2020: $24,204Liabilities 2020: $0Net Assets 2020: $24,2042020Assets 2021: $17,842Liabilities 2021: $0Net Assets 2021: $17,8422021

Highlighted filing

2019

Assets$21,254
Liabilities$0
Net Assets$21,254

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $68,884Expenses 2011: $56,520Net Income 2011: $12,3642011Revenue 2012: $67,608Expenses 2012: $76,968Net Income 2012: -$9,3602012Expenses 2013: $31,6282013Revenue 2014: $57,062Expenses 2014: $34,883Net Income 2014: $22,1792014Revenue 2015: $1,559Expenses 2015: $42,693Net Income 2015: -$41,1342015Revenue 2016: $42,553Expenses 2016: $35,330Net Income 2016: $7,2232016Revenue 2017: $37,178Expenses 2017: $39,504Net Income 2017: -$2,3262017Revenue 2018: $48,957Expenses 2018: $37,533Net Income 2018: $11,4242018Revenue 2019: $56,896Expenses 2019: $71,672Net Income 2019: -$14,7762019Revenue 2020: $53,588Expenses 2020: $50,638Net Income 2020: $2,9502020Revenue 2021: $7,789Expenses 2021: $14,151Net Income 2021: -$6,3622021

Highlighted filing

2019

Revenue$56,896
Expenses$71,672
Net Income-$14,776
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 16, 2019
Return Version
2018v3.1
Gross Receipts
$82,570
Mission and Program Overview

Mission

Parent teachers association

Parent teacher association

Program Services

DescriptionGrantsExpenses
TECHNOLOGY UPDATES$0$18,547
EXTRA-CURRICULAR AFTER SCHOOL ACTIVIES$0$16,434
ACADEMIC PROGRAMS, CULTURAL ENRICHMENT, BOOKS$0$13,190
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGIE WEISMILLERCo-PresidentPT$0--
ASHLEY WILSONCo-PresidentPT$0--
MEGAN FOGLEVice PresidentPT$0--
JENN SWANSecretaryPT$0--
MELISSA HOEKSTRATreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundfest$38,775$38,775$11,533$27,242
Skating/house of Boom$6,429$6,429$3,036$3,393
Total Events$50,339$50,339$18,536$31,803
Filing and Contact Details

Filer

Filer Name
Ruth Dunn Elementary Pta
EIN
61-1162241
Phone
5027216089
Address
2010 RUDY LANE, LOUISVILLE, KY 40207

Signing Officer

Name
Melissa Hoekstra
Title
Treasurer
Phone
5027216089
Signed
2019-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Simon CPA and Company Psc
Address
9900 CORPORATE CAMPUS DRIVE, LOUISVILLE, KY 40223
Phone
5026576421
Supplemental Narrative

Additional Explanations

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

Description: program expenses. Amount: 67,987. Description: membership expenses. Amount: 2,183. Description: general administration. Amount: 1,502. Total to form 990-ez, line 16: 71,672.

Raw XML Appendix188 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MELISSA HOEKSTRA
IRS990EZ/BooksInCareOfDetail/PhoneNum05024197764
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02010 RUDY LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040207
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036030
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021254
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03784
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-14776
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036030
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021254
IRS990EZ/FundraisingGrossIncomeAmt058637
IRS990EZ/GrossReceiptsAmt082570
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02256
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036030
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021254
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036030
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021254
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
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/PersonNm0ANGIE WEISMILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN FOGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENN SWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA HOEKSTRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt071672
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ASSOCIATION
IRS990EZ/ProgramServiceRevenueAmt017893
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TECHNOLOGY UPDATES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EXTRA-CURRICULAR AFTER SCHOOL ACTIVIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ACADEMIC PROGRAMS, CULTURAL ENRICHMENT, BOOKS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018547
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116434
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213190
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt025674
IRS990EZ/SpecialEventsNetIncomeLossAmt032963
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt071672
IRS990EZ/TotalProgramServiceExpensesAmt048171
IRS990EZ/TotalRevenueAmt056896
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09859
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt076530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt043240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053879
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt059707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0302686
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0349043
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066072
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069566
IRS990ScheduleA/Total509Grp/TotalAmt0349043
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt078055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069566
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0349043
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018536
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDFEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SKATING/HOUSE OF BOOM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06429
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05135
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050339
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06429
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05135
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050339
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031803
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03967
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018536
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011533
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03036
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 67,987. DESCRIPTION: MEMBERSHIP EXPENSES. AMOUNT: 2,183. DESCRIPTION: GENERAL ADMINISTRATION. AMOUNT: 1,502. TOTAL TO FORM 990-EZ, LINE 16: 71,672.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA HOEKSTRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05027216089
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTH DUNN ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0RUTH
ReturnHeader/Filer/EIN0611162241
ReturnHeader/Filer/PhoneNum05027216089
ReturnHeader/Filer/USAddress/AddressLine1Txt02010 RUDY LANE
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040207
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05429C5529B126F555F96ECE4DEF36F3EA3A8C3A7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05429C5529B126F555F96ECE4DEF36F3EA3A8C3A7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.250.219.114
ReturnHeader/FilingSecurityInformation/IPDt02019-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:49:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473187344
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMON CPA AND COMPANY PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09900 CORPORATE CAMPUS DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040223
ReturnHeader/PreparerPersonGrp/PhoneNum05026576421
ReturnHeader/ReturnTs02019-11-16T15:49:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings