Civic Intelligence

Harmony Elementary PTA

990EZ • Fiscal year 2021 • EIN 61-1482594

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 15, 2021

1901 S Highway 1793Goshen, KY 40026

(502) 445-8473

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

9th percentile

-74%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

7th percentile

-59%

Faster asset growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-42%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$15,351

Down $22,032 (-59%) from 2020

Net Assets

$15,351

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$29,747

Down $21,933 (-42%) from 2020

Expenses

Up

$51,779

Up $14,494 (+39%) from 2020

Net Income

Down

-$22,032

Down $36,427 (-253%) from 2020

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $2,500Liabilities 2012: $02012Assets 2013: $2,500Liabilities 2013: $02013Assets 2014: $2,500Liabilities 2014: $02014Assets 2015: $2,500Liabilities 2015: $02015Assets 2017: $4,606Liabilities 2017: $0Net Assets 2017: $4,6062017Assets 2018: $26,777Liabilities 2018: $0Net Assets 2018: $26,7772018Assets 2019: $22,988Liabilities 2019: $0Net Assets 2019: $22,9882019Assets 2020: $37,383Liabilities 2020: $02020Assets 2021: $15,351Liabilities 2021: $0Net Assets 2021: $15,3512021Assets 2022: $17,745Liabilities 2022: $0Net Assets 2022: $17,7452022Assets 2023: $4,923Liabilities 2023: $0Net Assets 2023: $4,9232023Assets 2024: $20,446Liabilities 2024: $02024Assets 2025: $16,903Liabilities 2025: $0Net Assets 2025: $16,9032025

Highlighted filing

2021

Assets$15,351
Liabilities$0
Net Assets$15,351

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $39,356Expenses 2012: $39,356Net Income 2012: $02012Revenue 2013: $45,890Expenses 2013: $45,890Net Income 2013: $02013Revenue 2014: $46,597Expenses 2014: $46,597Net Income 2014: $02014Revenue 2015: $44,593Expenses 2015: $44,593Net Income 2015: $02015Revenue 2017: $36,054Expenses 2017: $42,448Net Income 2017: -$6,3942017Revenue 2018: $40,067Expenses 2018: $17,099Net Income 2018: $22,9682018Revenue 2019: $56,662Expenses 2019: $60,671Net Income 2019: -$4,0092019Revenue 2020: $51,680Expenses 2020: $37,285Net Income 2020: $14,3952020Revenue 2021: $29,747Expenses 2021: $51,779Net Income 2021: -$22,0322021Revenue 2022: $51,195Expenses 2022: $49,966Net Income 2022: $1,2292022Revenue 2023: $63,842Expenses 2023: $76,664Net Income 2023: -$12,8222023Revenue 2024: $44,061Expenses 2024: $28,538Net Income 2024: $15,5232024Revenue 2025: $34,275Expenses 2025: $37,622Net Income 2025: -$3,3472025

Highlighted filing

2021

Revenue$29,747
Expenses$51,779
Net Income-$22,032
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 15, 2021
Return Version
2020v4.1
Gross Receipts
$34,114
Mission and Program Overview

Mission

Education and support of children

Education and support of students

Program Services

DescriptionGrantsExpenses
EDUCATIONAL ENHANCEMENT-$33,759
CLASSROOM SUPPORT-$11,025
HUSKY HUSTLE TO SUPPORT HEALTHY LIFESTYLE-$7,197
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTIN RUTLEDGEPresidentPT$0--
MEGAN VOGTVP MembershipPT$0--
JULIE BUCALOSVP HustlePT$0--
AMY KELLERTreasurerPT$0--
MARIANNE BEZUIDENHOUTFinancial SecretaryPT$0--
JARED BARRETTRecording SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coupon Books----
Husky Hustle----
Filing and Contact Details

Filer

Filer Name
Pta Kentucky Congress
EIN
61-1482594
Address
1901 S HIGHWAY 1793, GOSHEN, KY 40026

Signing Officer

Name
Amy Keller
Title
Treasurer
Phone
5027418314
Signed
2021-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Hawboldts Tax Service
Address
9905 Honey Locust Ln Apt 101, Louisville, KY 40241
Preparer
Kathryn Hawboldt
Phone
5023389748
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountamazon smile 174box tops 201kroger community rewards 6,866sponsorships 170

Description of other expenses Part I line 16

Description amountcommunications 150health room supplies 184insurance 320paper & supplies 454classroom budget supports 165disaster relief fund 100educational enhancement 33,509fifth grade class events 2,201teacher events 1,747staff appreciation 5,833husky hustle teacher earnings 2,830oldham co community scholarship 525pta 13th district donation 100field day 75room parent reimbursement 2,826special education supplies 250membership - pta dues 510

Raw XML Appendix174 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/BooksInCareOfDetail/PersonNm0AMY KELLER
IRS990EZ/BooksInCareOfDetail/PhoneNum05024458473
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013306 LONGWOOD LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GOSHEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040026
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037383
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015351
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0194
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22032
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037383
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IRS990EZ/FundraisingGrossIncomeAmt025990
IRS990EZ/GrossReceiptsAmt034114
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0516
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037383
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015351
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037383
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015351
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTIN RUTLEDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGAN VOGT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE BUCALOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY KELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIANNE BEZUIDENHOUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JARED BARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP HUSTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt051779
IRS990EZ/OtherRevenueTotalAmt07411
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND SUPPORT OF STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENHANCEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HUSKY HUSTLE TO SUPPORT HEALTHY LIFESTYLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CLASSROOM SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033759
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17197
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211025
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04367
IRS990EZ/SpecialEventsNetIncomeLossAmt021623
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051779
IRS990EZ/TotalProgramServiceExpensesAmt051981
IRS990EZ/TotalRevenueAmt029747
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01492
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01199
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05939
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt025990
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt067939
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt080169
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt070104
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt051817
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0296019
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0301958
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069431
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081307
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053217
IRS990ScheduleA/Total509Grp/TotalAmt0301958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069431
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081307
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053217
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0301958
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COUPON BOOKS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HUSKY HUSTLE
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTAMAZON SMILE 174BOX TOPS 201KROGER COMMUNITY REWARDS 6,866SPONSORSHIPS 170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTCOMMUNICATIONS 150HEALTH ROOM SUPPLIES 184INSURANCE 320PAPER & SUPPLIES 454CLASSROOM BUDGET SUPPORTS 165DISASTER RELIEF FUND 100EDUCATIONAL ENHANCEMENT 33,509FIFTH GRADE CLASS EVENTS 2,201TEACHER EVENTS 1,747STAFF APPRECIATION 5,833HUSKY HUSTLE TEACHER EARNINGS 2,830OLDHAM CO COMMUNITY SCHOLARSHIP 525PTA 13TH DISTRICT DONATION 100FIELD DAY 75ROOM PARENT REIMBURSEMENT 2,826SPECIAL EDUCATION SUPPLIES 250MEMBERSHIP - PTA DUES 510
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY KELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05027418314
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA KENTUCKY CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAK
ReturnHeader/Filer/EIN0611482594
ReturnHeader/Filer/USAddress/AddressLine1Txt01901 S HIGHWAY 1793
ReturnHeader/Filer/USAddress/CityNm0GOSHEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040026
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hawboldts Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09905 Honey Locust Ln Apt 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040241
ReturnHeader/PreparerPersonGrp/PhoneNum05023389748
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathryn Hawboldt
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-29T17:26:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELLER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings