Civic Intelligence

New Haven Elementary PTA

990EZ • Fiscal year 2019 • EIN 61-1187204

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

Organization ProfileWWW.NEWHAVENPTA.ORG
10854 US Highway 42Union, KY 41091

(859) 384-5325

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$63,037

Flat from 2019

Net Assets

$63,037

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$52,835

Flat from 2019

Expenses

Flat

$20,083

Flat from 2019

Net Income

Flat

$32,752

Flat from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $29,858Liabilities 2012: $02012Assets 2013: $35,017Liabilities 2013: $02013Assets 2014: $30,845Liabilities 2014: $02014Assets 2015: $25,221Liabilities 2015: $02015Assets 2016: $26,524Liabilities 2016: $02016Assets 2017: $22,807Liabilities 2017: $02017Assets 2018: $30,285Liabilities 2018: $02018Assets 2019: $63,037Net Assets 2019: $63,0372019Assets 2019: $63,037Liabilities 2019: $02019Assets 2020: $60,633Net Assets 2020: $60,6332020

Highlighted filing

2019

Assets$63,037
Liabilities-
Net Assets$63,037
Open 2019 Filing

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $24,487Expenses 2012: $22,308Net Income 2012: $2,1792012Revenue 2013: $31,716Expenses 2013: $26,557Net Income 2013: $5,1592013Revenue 2014: $38,464Expenses 2014: $42,636Net Income 2014: -$4,1722014Revenue 2015: $58,559Expenses 2015: $59,438Net Income 2015: -$8792015Revenue 2016: $94,945Expenses 2016: $93,642Net Income 2016: $1,3032016Revenue 2017: $43,209Expenses 2017: $46,926Net Income 2017: -$3,7172017Revenue 2018: $51,672Expenses 2018: $44,194Net Income 2018: $7,4782018Revenue 2019: $52,835Expenses 2019: $20,083Net Income 2019: $32,7522019Revenue 2019: $52,835Expenses 2019: $20,083Net Income 2019: $32,7522019Revenue 2020: $50,765Expenses 2020: $51,855Net Income 2020: -$1,0902020

Highlighted filing

2019

Revenue$52,835
Expenses$20,083
Net Income$32,752
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 16, 2019
Return Version
2018v3.1
Gross Receipts
$69,035
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, and community, and place of worship.

Program Services

DescriptionGrantsExpenses
FUNDS DONATED TO NEW HAVEN ELEMENTARY SCHOOL FOR THE BENEFIT OF THE CHILDREN. FUNDED PLAYGROUNDS, CLASSROOM SUPPLIES, TEACHER APPRECIATION, AND STUDENT DEVELOPMENT.-$18,786
OPERATING EXPENSE OF THE PTA-$1,297
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER GRAYPresidentPT$0--
JULIE ARENSTreasurerPT$0--
ELISHA BAUSSVP ProgramsPT$0--
SHANNON RAHSCHULTEVP MembershiPT$0--
BROOKE HUNT-METZGERVP Ways AndPT$0--
CARRIE MCCOYRecording SePT$0--
KAY HODGECorrespondinPT$0--
MARY GOBLEPrincipalPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silient Auction$65,164$65,164$16,200$48,964
Total Events$65,164$65,164$16,200$48,964
Filing and Contact Details

Filer

Filer Name
New Haven Elementary Pta
EIN
61-1187204
Phone
8593845325
Address
10854 US HIGHWAY 42, UNION, KY 41091

Signing Officer

Name
Julie Arens
Title
Treasurer
Phone
8593845325
Signed
2019-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Cindy Neal
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 347 insurance 337 to new haven elementary 18,786 total 19,470”

Form 990-ez, Part III

“To promote the welfare of children and youth in home, school, and community, and place of worship.”

Form 990-ez, Part III, Line 31

“Operating expense of the pta”

Raw XML Appendix185 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/BooksInCareOfDetail/PersonNm0JULIE ARENS
IRS990EZ/BooksInCareOfDetail/PhoneNum08593845325
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010854 US HIGHWAY 42
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0UNION
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd041091
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030285
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063037
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03746
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt032752
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0395
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030285
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063037
IRS990EZ/FundraisingGrossIncomeAmt065164
IRS990EZ/GrossReceiptsAmt069035
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0125
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030285
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063037
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030285
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063037
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE ARENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELISHA BAUSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHANNON RAHSCHULTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BROOKE HUNT-METZGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARRIE MCCOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KAY HODGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARY GOBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP WAYS AND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRINCIPAL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019470
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY, AND PLACE OF WORSHIP.
IRS990EZ/PrintingPublicationsPostageAmt0218
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS DONATED TO NEW HAVEN ELEMENTARY SCHOOL FOR THE BENEFIT OF THE CHILDREN. FUNDED PLAYGROUNDS, CLASSROOM SUPPLIES, TEACHER APPRECIATION, AND STUDENT DEVELOPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OPERATING EXPENSE OF THE PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018786
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11297
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016200
IRS990EZ/SpecialEventsNetIncomeLossAmt048964
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020083
IRS990EZ/TotalProgramServiceExpensesAmt020083
IRS990EZ/TotalRevenueAmt052835
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NEWHAVENPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0463
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05689
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt096
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt081
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0299
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065289
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051113
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0102383
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt096401
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0384218
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt096
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0299
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal509Amt0397277
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074721
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105015
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096930
IRS990ScheduleA/Total509Grp/TotalAmt0397277
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069035
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051672
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096998
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0397576
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016200
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SILIENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt065164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt065164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065164
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt048964
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016200
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016200
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 347 INSURANCE 337 TO NEW HAVEN ELEMENTARY 18,786 TOTAL 19,470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY, AND PLACE OF WORSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OPERATING EXPENSE OF THE PTA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE ARENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08593845325
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW HAVEN ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0NEWH
ReturnHeader/Filer/EIN0611187204
ReturnHeader/Filer/PhoneNum08593845325
ReturnHeader/Filer/USAddress/AddressLine1Txt010854 US HIGHWAY 42
ReturnHeader/Filer/USAddress/CityNm0UNION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041091
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId058E0C8C6155F717CEA3C77B8EFAAA0FB9C4829E9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EBC5565595A3A3F73E65E9B18E48A793DBDFD1B5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02019-10-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:42:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY NEAL
ReturnHeader/ReturnTs02019-10-16T07:42:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,037
Liabilities
-
Net assets
$63,037
Revenue
$52,835
Expenses
$20,083
Net income
$32,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.6$60.6$50.8$51.9$1.09
2019Detailed filing. Detailed filing data is available for this year.$63.0$63.0$52.8$20.1$32.8
2019Summary only. Only limited summary data is available for this year.$63.0$0.00$52.8$20.1$32.8
2018Summary only. Only limited summary data is available for this year.$30.3$0.00$51.7$44.2$7.48
2017Summary only. Only limited summary data is available for this year.$22.8$0.00$43.2$46.9$3.72
2016Summary only. Only limited summary data is available for this year.$26.5$0.00$94.9$93.6$1.30
2015Summary only. Only limited summary data is available for this year.$25.2$0.00$58.6$59.4$0.88
2014Summary only. Only limited summary data is available for this year.$30.8$0.00$38.5$42.6$4.17
2013Summary only. Only limited summary data is available for this year.$35.0$0.00$31.7$26.6$5.16
2012Summary only. Only limited summary data is available for this year.$29.9$0.00$24.5$22.3$2.18