Civic Intelligence

PTA Kentucky Congress

EIN 61-1325560 • 501(c)3 • Union, KY

990-N Coverage

Profile

Parent Teacher Association

9001 Wetherington BlvdUnion, KY 41042
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

24th percentile

-19%

Higher net margin than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

26th percentile

-32%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

43rd percentile

-9.4%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$6,404

Down $3,039 (-32%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Down

$6,404

Down $3,039 (-32%) from 2013

Operations
Liabilities / Revenue62nd percentileNet Margin24th percentile

Revenue

Down

$16,077

Down $1,660 (-9.4%) from 2013

Expenses

Down

$19,116

Down $2,759 (-13%) from 2013

Net Income

Up

-$3,039

Up $1,099 (+27%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2012: $13,549Liabilities 2012: $02012Assets 2013: $9,443Liabilities 2013: $0Net Assets 2013: $9,4432013Assets 2014: $6,404Liabilities 2014: $0Net Assets 2014: $6,4042014

Highlighted filing

2014

Assets$6,404
Liabilities$0
Net Assets$6,404
Open 2014 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2012: $24,315Expenses 2012: $19,090Net Income 2012: $5,2252012Revenue 2013: $17,737Expenses 2013: $21,875Net Income 2013: -$4,1382013Revenue 2014: $16,077Expenses 2014: $19,116Net Income 2014: -$3,0392014

Highlighted filing

2014

Revenue$16,077
Expenses$19,116
Net Income-$3,039
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,404
Liabilities
$0
Net assets
$6,404
Revenue
$16,077
Expenses
$19,116
Net income
-$3,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$16.1$19.1$3.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.44$0.00$9.44$17.7$21.9$4.14
2012Summary only. Only limited summary data is available for this year.$13.5$0.00$24.3$19.1$5.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jul 22, 2014
Return Version
2013v3.0
Gross Receipts
$25,438
Mission and Program Overview

Mission

Parent Teacher Association

Program Services

DescriptionGrantsExpenses
Provided afterschool and in school activities and covered partial costs. Provided hospitality and awards for programs including Kentucky Kids Day, Red Ribbon Week, family activities, school assemblies and more. Also provided Giving Tree holiday funds for Erpenbeck families in need$0$12,554
Purchased items for the school including a Library Guild subscription for the school library. Items benefit the entire school population of approximately 700$0$3,500
Provided funds for teachers classroom items benefiting all teaches and their students, approximated at 700. Provided food and drink on various occasions to the teachers and staff benefiting approximately 60. Provided insurance for PTA and paid for various administrative needs for PTA board members of 12 parents and teacher$0$2,320
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jill C BaileyPresidentPT$0--
Julie GerholdVice PresidentPT$0--
Kara CurrySecretaryPT$0--
Michelle SmithTreasurerPT$0--
Filing and Contact Details

Filer

EIN
61-1325560
Phone
8593847200

Signing Officer

Name
Michelle Smith
Title
Treasurer
Phone
8598031887
Signed
2014-07-22
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Description;Amount^Admission fees for Back to School Event;1779|Fees for club participation;402|Admission fees for Spring Circus;1802|Admission fees for Family Fun Event;1390^Total;5373^”

Form 990-EZ, Part I, Line 16

“Description;Amount^Administration Fees;337|Assemblies;1249|Back to School Event Performers;735|Circus performer charges;3725|Costs for School Clubs;1602|Cost for Family Fun Events;840|Donation to Giving Tree;1000|Hospitality Costs;874|Insurance Costs;337|Kentucky Kids Day purchases for Students;870|Library Guild subscription costs;3500|School program and award costs;1197|Reflections costs and awards;124|Teacher Appreciation gifts and food for teachers;1534|Teacher requests;449^Total;18373^”

Raw XML Appendix145 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/BenefitsPaidToOrForMembersAmt0743
IRS990EZ/BooksInCareOfDetail/PersonNm0Heather Petrie
IRS990EZ/BooksInCareOfDetail/PhoneNum08593846950
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine109102 Wisteria Court
IRS990EZ/BooksInCareOfDetail/USAddress/City0Florence
IRS990EZ/BooksInCareOfDetail/USAddress/State0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode041042
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09443
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06404
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0874
IRS990EZ/CostOfGoodsSoldAmt06683
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3039
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09443
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06404
IRS990EZ/FundraisingGrossIncomeAmt04330
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt07103
IRS990EZ/GrossReceiptsAmt025438
IRS990EZ/GrossSalesOfInventoryAmt013786
IRS990EZ/GroupExemptionNum05110
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01067
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09443
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06404
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09443
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06404
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38
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/PersonNm0Jill C Bailey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Julie Gerhold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kara Curry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michelle Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt018373
IRS990EZ/OtherRevenueTotalAmt05373
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Association
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchased items for the school including a Library Guild subscription for the school library. Items benefit the entire school population of approximately 700
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided afterschool and in school activities and covered partial costs. Provided hospitality and awards for programs including Kentucky Kids Day, Red Ribbon Week, family activities, school assemblies and more. Also provided Giving Tree holiday funds for Erpenbeck families in need
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided funds for teachers classroom items benefiting all teaches and their students, approximated at 700. Provided food and drink on various occasions to the teachers and staff benefiting approximately 60. Provided insurance for PTA and paid for various administrative needs for PTA board members of 12 parents and teacher
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112554
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22320
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt02678
IRS990EZ/SpecialEventsNetIncomeLossAmt01652
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019116
IRS990EZ/TotalProgramServiceExpensesAmt018374
IRS990EZ/TotalRevenueAmt016077
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0Not required to complete Part II due being (6) A federal, state, or local government or governmental unit
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt1Not required to complete Part II due being (6) A federal, state, or local government or governmental unit. All income documented in 990 EZ form
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc1Schedule A, Part III, Line 12
IRS990ScheduleA/GovernmentalUnitInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Admission fees for Back to School Event;1779|Fees for club participation;402|Admission fees for Spring Circus;1802|Admission fees for Family Fun Event;1390^Total;5373^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Administration Fees;337|Assemblies;1249|Back to School Event Performers;735|Circus performer charges;3725|Costs for School Clubs;1602|Cost for Family Fun Events;840|Donation to Giving Tree;1000|Hospitality Costs;874|Insurance Costs;337|Kentucky Kids Day purchases for Students;870|Library Guild subscription costs;3500|School program and award costs;1197|Reflections costs and awards;124|Teacher Appreciation gifts and food for teachers;1534|Teacher requests;449^Total;18373^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Michelle Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08598031887
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA Kentucky Congress Erpenbeck Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAK
ReturnHeader/Filer/EIN0611325560
ReturnHeader/Filer/PhoneNum08593847200
ReturnHeader/Filer/USAddress/AddressLine109001 Wetherington Blvd
ReturnHeader/Filer/USAddress/City0Florence
ReturnHeader/Filer/USAddress/State0KY
ReturnHeader/Filer/USAddress/ZIPCode041042
ReturnHeader/ReturnTs02014-08-21T14:36:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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