Civic Intelligence

PTA Kentucky Congress

990EZ • Fiscal year 2017 • EIN 61-1717084

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 07, 2018

300 School House RoadGeorgetown, KY 40324

(502) 867-6700

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

53rd percentile

4.8%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$4,345

No earlier filing loaded for comparison.

Net Assets

$4,345

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$40,562

No earlier filing loaded for comparison.

Expenses

$38,603

No earlier filing loaded for comparison.

Net Income

$1,959

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2017: $4,345Liabilities 2017: $0Net Assets 2017: $4,3452017Assets 2018: $2,392Liabilities 2018: $0Net Assets 2018: $2,3922018Assets 2019: $6,875Liabilities 2019: $0Net Assets 2019: $6,8752019

Highlighted filing

2017

Assets$4,345
Liabilities$0
Net Assets$4,345

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2017: $40,562Expenses 2017: $38,603Net Income 2017: $1,9592017Revenue 2018: $39,317Expenses 2018: $43,304Net Income 2018: -$3,9872018Revenue 2019: $58,692Expenses 2019: $54,209Net Income 2019: $4,4832019

Highlighted filing

2017

Revenue$40,562
Expenses$38,603
Net Income$1,959
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 7, 2018
Return Version
2016v3.0
Gross Receipts
$71,451
Mission and Program Overview

Mission

Provide support to school and students

Program Services

DescriptionGrantsExpenses
ACADEMIC SUPPORT - BENEFITS VARIOUS AREAS OF THE SCHOOL-$9,608
SANTA SHOP - GIVE STUDENTS OPORTUNITY TO SHOP FOR GIFTS FOR FAMILY-$7,972
KENTUCKY KIDS DAY - CELEBRATE KY DAY PROVIDE T-SHIRTS AND ACTIVITIES-$3,373
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH KERCSMARPresident-$0--
JENNIFER BAXTERVP Of Ways And Means-$0--
SELENA STEVENSVP Of Programs-$0--
JENNIFER BATHONVP Of Membership-$0--
KELEIGH BIRDTreasurer-$0--
SONYA TREMBLESecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spirit Cards$18,120$18,120$9,908$8,212
5k$17,275$17,275$14,742$2,533
Total Events$35,395$35,395$24,650$10,745
Filing and Contact Details

Filer

Filer Name
Pta Kentucky Congress
EIN
61-1717084
Address
300 SCHOOL HOUSE ROAD, Georgetown, KY 40324

Signing Officer

Name
Sarah Kercsmar
Title
President
Phone
5028676700
Signed
2018-03-07
Discuss with paid preparer
No

Preparer

Firm
Cindy Neal
Address
1197 Sheffield Place, Lexington, KY 40509
Preparer
Cindy Neal
Phone
8594948879
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountMiscellaneous 7,340

List of grants and similar amounts paid Part I line 10

Activity ACADEMIC SUPPORT FOR ALL GRADE LEVELS AT SCHOOL Grantee LEMONS MILL ELEM Amount 9,608Activity KY KIDS DAY PROVIDE SHIRTS AND ACTIVITIES Grantee LEMONS MIIL ELEMENTARY Amount 3,373Activity SANTA SHOP Grantee LEMONS MILL ELEMENTARY Amount 7,972Activity PROVIDE SCHOOL SUPPLIES Grantee LEMONS MILL ELEMENTARY Amount 2,467Activity LIBRARY DATABASE Grantee LEMONS MILL ELEM Amount 1,740Activity PLAYGROUND IMPROVEMENTS Grantee LEMONS MILL ELEM Amount 1,566Activity VARIOUS OTHER SUPPORT UNDER $1000 PER INSTANCE Grantee LEMONS MILL ELEM Amount 8,433

Description of other expenses Part I line 16

Description AmountHospitality 663Insurance 337

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/PhoneNum05028676700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 SCHOOL HOUSE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Georgetown
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040324
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02386
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02704
IRS990EZ/CostOfGoodsSoldAmt03561
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01959
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt042566
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035159
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02400
IRS990EZ/GrossReceiptsAmt071451
IRS990EZ/GrossSalesOfInventoryAmt05961
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0865
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH KERCSMAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER BAXTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SELENA STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER BATHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELEIGH BIRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SONYA TREMBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF WAYS AND MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01000
IRS990EZ/OtherRevenueTotalAmt07340
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT TO SCHOOL AND STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt01868
IRS990EZ/ProgramServiceRevenueAmt012015
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACADEMIC SUPPORT - BENEFITS VARIOUS AREAS OF THE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SANTA SHOP - GIVE STUDENTS OPORTUNITY TO SHOP FOR GIFTS FOR FAMILY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2KENTUCKY KIDS DAY - CELEBRATE KY DAY PROVIDE T-SHIRTS AND ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09608
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17972
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23373
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027328
IRS990EZ/SpecialEventsNetIncomeLossAmt015238
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038603
IRS990EZ/TotalProgramServiceExpensesAmt020953
IRS990EZ/TotalRevenueAmt040562
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02704
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02704
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt02704
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02704
IRS990ScheduleA/Total509Grp/TotalAmt02704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02704
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024650
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPIRIT CARDS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05K
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035395
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010745
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024650
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09908
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMiscellaneous 7,340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity ACADEMIC SUPPORT FOR ALL GRADE LEVELS AT SCHOOL Grantee LEMONS MILL ELEM Amount 9,608Activity KY KIDS DAY PROVIDE SHIRTS AND ACTIVITIES Grantee LEMONS MIIL ELEMENTARY Amount 3,373Activity SANTA SHOP Grantee LEMONS MILL ELEMENTARY Amount 7,972Activity PROVIDE SCHOOL SUPPLIES Grantee LEMONS MILL ELEMENTARY Amount 2,467Activity LIBRARY DATABASE Grantee LEMONS MILL ELEM Amount 1,740Activity PLAYGROUND IMPROVEMENTS Grantee LEMONS MILL ELEM Amount 1,566Activity VARIOUS OTHER SUPPORT UNDER $1000 PER INSTANCE Grantee LEMONS MILL ELEM Amount 8,433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountHospitality 663Insurance 337
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH KERCSMAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05028676700
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA KENTUCKY CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAK
ReturnHeader/Filer/EIN0611717084
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 SCHOOL HOUSE ROAD
ReturnHeader/Filer/USAddress/CityNm0Georgetown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040324
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02F318CA71BAB58C9AE22276FF9457754FCEBDE1A
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06167082018067o3jros0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-03-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.208.151.112
ReturnHeader/FilingSecurityInformation/IPDt02018-03-08
ReturnHeader/FilingSecurityInformation/IPTm012:17:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cindy Neal
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01197 Sheffield Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lexington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040509
ReturnHeader/PreparerPersonGrp/PhoneNum08594948879
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cindy Neal
ReturnHeader/ReturnTs02018-03-08T11:14:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings