Civic Intelligence

PTA Kentucky Congress

990EZ • Fiscal year 2012 • EIN 61-1200051

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 13, 2012

Organization Profilewww.stephenspta.org
5687 North Bend Road41005-9122
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

24th percentile

-11%

Higher net margin than 24% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

20th percentile

-24%

Faster revenue growth than 20% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Flat

$15,923

Flat from 2012

Net Assets

$15,923

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin24th percentile

Revenue

Flat

$32,109

Flat from 2012

Expenses

Flat

$35,560

Flat from 2012

Net Income

Flat

-$3,451

Flat from 2012

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $19,374Liabilities 2011: $0Net Assets 2011: $19,3742011Assets 2012: $15,923Liabilities 2012: $0Net Assets 2012: $15,9232012Assets 2012: $15,923Liabilities 2012: $02012Assets 2013: $10,279Liabilities 2013: $0Net Assets 2013: $10,2792013Assets 2014: $5,969Liabilities 2014: $0Net Assets 2014: $5,9692014Assets 2015: $7,800Liabilities 2015: $0Net Assets 2015: $7,8002015Assets 2016: $10,528Liabilities 2016: $02016Assets 2018: $5,281Liabilities 2018: $02018

Highlighted filing

2012

Assets$15,923
Liabilities$0
Net Assets$15,923
Open 2012 Filing

Operations Trend

Revenue Growth20th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $42,309Expenses 2011: $46,597Net Income 2011: -$4,2882011Revenue 2012: $32,109Expenses 2012: $35,560Net Income 2012: -$3,4512012Revenue 2012: $32,109Expenses 2012: $35,560Net Income 2012: -$3,4512012Revenue 2013: $28,069Expenses 2013: $33,713Net Income 2013: -$5,6442013Revenue 2014: $35,069Expenses 2014: $39,379Net Income 2014: -$4,3102014Revenue 2015: $32,615Expenses 2015: $30,784Net Income 2015: $1,8312015Revenue 2016: $39,663Expenses 2016: $36,638Net Income 2016: $3,0252016Revenue 2018: $32,459Expenses 2018: $37,104Net Income 2018: -$4,6452018

Highlighted filing

2012

Revenue$32,109
Expenses$35,560
Net Income-$3,451
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 13, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Parent teacher organization

Filing and Contact Details

Filer

EIN
61-1200051
Raw XML Appendix200 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
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IRS990EZ/AmountOfTaxReimbursedByOrg00
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IRS990EZ/ContributionsGiftsGrantsEtc01695
IRS990EZ/DirectIndirectPoliticalExpend00
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IRS990EZ/EngagedInExcessBenefitTrans00
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IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-3451
IRS990EZ/FiledScheduleA01
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IRS990EZ/FundraisingGrossIncome057328
IRS990EZ/GrossReceipts072293
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine105687 North Bend Road
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine115687 North Bend Road
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine125687 North Bend Road
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine135687 North Bend Road
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine155687 North Bend Road
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0Burlington
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode541005
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition08.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition24.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition45.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition55.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Tina Wert
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Jennifer Timmerding
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Julia Pile
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Monica Smith
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Terri Sproles
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Michele Hamilton
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VP-MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4VP-Programs
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5VP-WAYS AND MEANS
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal035560
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0PARENT TEACHER ORGANIZATION
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0The Stephens PTA (Parent Teacher Association) services Stephens Elementary School, in Burlington, KY, which is an elementary school in the state with an enrollment of over 700. We provide enrichment programs for the students to help supplement their public education. Our primary source of funding is through student sales of Mumkins, Cookie Dough and Spring Flowers.This year we provided every teacher in the school with $50 to buy classroom support materials. We financially support all clubs at Stephens, including: Art Club, Cross Country, Chorus, Drama Club, Academic Team, Garden Club, Lego Club and Technology Club. We pay for both the 5th grade graduation celebration and the Preschool graduation. We also pay for various awards given throughout the school year. We support the KY statewide testing week and contribute school supplies and field trip expenses for students on free and reduced lunch.The PTA buys books for the school library every year and supports the Sandy Hull Reading Program, so that we can help as many students as possible reach their reading potential.We have developed several week long enrichment programs that we financially support and staff with volunteers each year, including: KY Kids Week, Parents As Reading Partners, and Reflections Cultural Arts Program. We pay for learning enriching assemblies such as the Theatre Dome and various arts & humanities to come to the school.We host a Back to School Festival for families in August, a Holiday Breakfast for families in December, and a Staff Appreciation Week in May. We also host a volunteer breakfast to recognize the invaluable contribution that volunteers make in a school as large as Stephens. This year our priority was to raise money to help the school purchase Intelligent Classroom equipment. With the decrease in state funding and the age of Stephens Elementary, our students are falling behind those students who are attending much new facilities with the latest technology.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses032135
IRS990EZ/ProgramServiceRevenue013270
IRS990EZ/ProhibitedTaxShelterTrans00
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IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses040184
IRS990EZ/SpecialEventsNetIncomeLoss017144
IRS990EZ/StatesWhereCopyOfReturnIsFiled0KY
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
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IRS990EZ/TaxImposedUnderIRC491200
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IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine105687 North Bend Road
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Burlington
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0KY
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0410059122
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10PTA TREASURER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08593344460
IRS990EZ/TotalAssets/BOY019374
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IRS990EZ/TotalExpenses035560
IRS990EZ/TotalProgramServiceExpenses032135
IRS990EZ/TotalRevenue032109
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0www.stephenspta.org
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear01695
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year01878
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years011639
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years08101
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years0191
IRS990ScheduleA/GiftsGrantsContribReceived509/Total023504
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear070598
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year087160
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years054362
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years0112728
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years0106472
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0431320
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage01.00000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50901.00000
IRS990ScheduleA/PublicSupportTotal5090454824
IRS990ScheduleA/SupportFromDQPsEtc/Total00
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IRS990ScheduleA/Total509/CurrentTaxYear072293
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year089038
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years066001
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years0120829
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0106663
IRS990ScheduleA/Total509/Total0454824
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IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years066001
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years0120829
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years0106663
IRS990ScheduleA/TotalSupportTotal/Total0454824
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents028446
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1017315
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2016433
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents06185
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal039933
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1017315
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2016433
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents06185
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents039933
IRS990ScheduleG/EventsInformation/NameOfEvent10MUMKINS SALE
IRS990ScheduleG/EventsInformation/NameOfEvent20Flower Sales
IRS990ScheduleG/EventsInformation/NetIncomeSummary011487
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1013035
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2012436
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents02975
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents028446
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents01
IRS990ScheduleO/GeneralExplanation/Explanation0Description: Membership Dues. Amount: 1,241. Description: Staff Appreciation. Amount: 859. Description: Volunteer Expense. Amount: 370. Description: Sandy Hull Reading Program. Amount: 1,892. Description: Year Book Expense. Amount: 5,857. Description: Clubs/School Support. Amount: 12,482. Description: Programs and Assemblies. Amount: 10,676. Description: Administrative Expense. Amount: 1,939. Description: Membership . Amount: 213. Description: Miscellaneous. Amount: 31. Total to Form 990-EZ, line 16: 35,560.
IRS990ScheduleO/GeneralExplanation/Identifier0Other Expenses
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 16
TransferPrsnlBnftContractsDecl/Declaration0The 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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0611200051
ReturnHeader/Filer/Name/BusinessNameLine10PTA Kentucky Congress Stephens Elementary PTA
ReturnHeader/Filer/NameControl0PTAK
ReturnHeader/Filer/Phone08593344460
ReturnHeader/Filer/USAddress/AddressLine105687 North Bend Road
ReturnHeader/Filer/USAddress/City0Burlington
ReturnHeader/Filer/USAddress/State0KY
ReturnHeader/Filer/USAddress/ZIPCode0410059122
ReturnHeader/Officer/DateSigned02012-11-13
ReturnHeader/Officer/Name0Julia Pile
ReturnHeader/Officer/Phone08593344460
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T07:43:54-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$15,923
Liabilities
$0
Net assets
$15,923
Revenue
$32,109
Expenses
$35,560
Net income
-$3,451
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$5.28$0.00$32.5$37.1$4.65
2016Summary only. Only limited summary data is available for this year.$10.5$0.00$39.7$36.6$3.03
2015Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$32.6$30.8$1.83
2014Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$35.1$39.4$4.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.00$10.3$28.1$33.7$5.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$0.00$15.9$32.1$35.6$3.45
2012Summary only. Only limited summary data is available for this year.$15.9$0.00$32.1$35.6$3.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$0.00$19.4$42.3$46.6$4.29