Civic Intelligence

PTA Kentucky Congress

990EZ • Fiscal year 2020 • EIN 61-1162241

Jul 01, 2019 to Jun 30, 2020 • Filed on Jun 19, 2021

Organization ProfileN/A
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

52nd 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

53rd 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

51st percentile

5.5%

Higher net margin than 51% of similar nonprofits.

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

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.

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

Asset Growth

62nd percentile

14%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

-5.8%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$24,204

Up $2,950 (+14%) from 2019

Net Assets

Up

$24,204

Up $2,950 (+14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin51st percentile

Revenue

Down

$53,588

Down $3,308 (-5.8%) from 2019

Expenses

Down

$50,638

Down $21,034 (-29%) from 2019

Net Income

Up

$2,950

Up $17,726 (+120%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2020

Assets$24,204
Liabilities$0
Net Assets$24,204
Open 2020 Filing

Operations Trend

Revenue Growth58th percentile

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

2020

Revenue$53,588
Expenses$50,638
Net Income$2,950
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jun 19, 2021
Return Version
2019v5.2
Gross Receipts
$68,909
Mission and Program Overview

Mission

Parent teachers association

Parent teacher association

Program Services

DescriptionGrantsExpenses
TECHNOLOGY UPDATES$0$18,358
EXTRA-CURRICULAR AFTER SCHOOL ACTIVIES$0$14,685
ACADEMIC PROGRAMS, CULTURAL ENRICHMENT, BOOKS$0$9,776
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYANNA FRIEDMANPresidentPT$0--
MEGAN FOGLEVice PresidentPT$0--
JENN SWANSecretaryPT$0--
RACHEL HUBBARDTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundfest$30,852$30,852-$30,852
Spirit Wear$7,745$7,745-$7,745
Total Events$45,970$45,970-$45,970
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
Bryanna Friedman
Title
President
Phone
5027216089
Signed
2021-06-19
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Description: program expenses. Amount: 47,757. Description: membership expenses. Amount: 1,548. Description: general administration. Amount: 1,333. Total to form 990-ez, line 16: 50,638.”

Raw XML Appendix172 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/BOYAmt021254
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024204
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt04978
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02950
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021254
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024204
IRS990EZ/FundraisingGrossIncomeAmt045971
IRS990EZ/GrossReceiptsAmt068909
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01931
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021254
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024204
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021254
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024204
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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/PersonNm0BRYANNA FRIEDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGAN FOGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENN SWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHEL HUBBARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt050638
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ASSOCIATION
IRS990EZ/ProgramServiceRevenueAmt016029
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/ProgramServiceExpensesAmt018358
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114685
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29776
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt015321
IRS990EZ/SpecialEventsNetIncomeLossAmt030650
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050638
IRS990EZ/TotalProgramServiceExpensesAmt042819
IRS990EZ/TotalRevenueAmt053588
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06909
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062001
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt053879
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0304980
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0348387
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066072
IRS990ScheduleA/Total509Grp/TotalAmt0348387
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066072
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0348387
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDFEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIRIT WEAR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030852
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07373
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030852
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07373
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045970
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt045970
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 47,757. DESCRIPTION: MEMBERSHIP EXPENSES. AMOUNT: 1,548. DESCRIPTION: GENERAL ADMINISTRATION. AMOUNT: 1,333. TOTAL TO FORM 990-EZ, LINE 16: 50,638.
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYANNA FRIEDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05027216089
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-19
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/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/PreparerPersonGrp/PreparerPersonNm0SHERI HUME SIMON
ReturnHeader/ReturnTs02021-06-19T14:08:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,204
Liabilities
$0
Net assets
$24,204
Revenue
$53,588
Expenses
$50,638
Net income
$2,950
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.00$17.8$7.79$14.2$6.36
2020Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$53.6$50.6$2.95
2019Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$56.9$71.7$14.8
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.0$0.00$36.0$49.0$37.5$11.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$0.00$24.6$37.2$39.5$2.33
2016Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$42.6$35.3$7.22
2015Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$1.56$42.7$41.1
2014Detailed filing. Detailed filing data is available for this year.$59.8$0.00$59.8$57.1$34.9$22.2
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.6$0.00$37.6$31.6
2012Summary only. Only limited summary data is available for this year.$22.3$0.00$22.3$67.6$77.0$9.36
2011Summary only. Only limited summary data is available for this year.$31.5$0.00$68.9$56.5$12.4