PTA Tennessee Congress Pf Parents & Teachers Inc Lake Ridge Elementary Scho

990EZ • Fiscal year 2014 • EIN 62-1740560

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 25, 2014

Organization Profile lakeridgepta.org

1001 Lake Ridge Square37601

(423) 610-6030

Siviq Scores

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

0.00x

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

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

0.00x

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

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

25%

Higher net margin than 81% of similar nonprofits.

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

Higher top officer pay than 74% of similar nonprofits.

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

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

11%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

11%

Faster revenue growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$48,183

Up $8,941 (+23%) from 2012

Net Assets

$48,183

Up $8,941 (+23%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin81st percentile

Revenue

$48,084

Up $8,712 (+22%) from 2012

Expenses

$36,105

Up $2,586 (+7.7%) from 2012

Net Income

$11,979

Up $6,126 (+105%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

Highlighted filing

2014

Assets$48,183

Liabilities$0

Net Assets$48,183

Open 2014 Filing

Operations Trend

Revenue Growth63rd percentile

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

Highlighted filing

2014

Revenue$48,084

Expenses$36,105

Net Income$11,979

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Aug 25, 2014
Return Version: 2013v3.0
Gross Receipts: $60,735

Mission and Program Overview

Mission

Parent Teacher Association

Program Services

Description	Grants	Expenses
Provided support to the parents, students, faculty and staff of Lake Ridge Elementary School.	$0	$36,105

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DeAnne McKenzie	President	PT	$0	-	-
Heather Davis	Secretary	PT	$0	-	-
Greta Gentry	Treasurer	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$26,435	$26,435	$5,973	$20,462
Event 2	$21,965	$21,965	$3,461	$18,504
Total Events	$53,452	$53,452	$12,651	$40,801

Filing and Contact Details

Filer

EIN: 62-1740560
Phone: 4236106030

Signing Officer

Name: Greta Gentry
Title: Treasurer
Phone: 4236106030
Signed: 2014-08-25
Discuss with paid preparer: Yes

Preparer

Preparer: Dan Bragg
Phone: 4235239822

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Bank Fees;107|Insurance;320|Teacher Allocation;10589|Teacher and Staff Appreciation;830|Educational Programs;2234|Supplies;1246|School Facilities;7508|School Events;11867^Total;34701^”

Form 990-EZ, Part II, Line 24

“Description;EOY Amount^Playground Equip Computers Etc;3628^Total;3628^”

Raw XML Appendix202 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/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	1204
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Greta Gentry
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4236106030
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	1001 Lake Ridge Square
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Johnson City
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	37601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	32576
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	44555
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	5764
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	11979
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	200
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form1120PolFiledInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	36204
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	48183
IRS990EZ/FundraisingGrossIncomeAmt	0	53453
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GamingGrossIncomeAmt	0	0
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	0
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	0
IRS990EZ/GrossReceiptsAmt	0	60735
IRS990EZ/GrossSalesOfInventoryAmt	0	0
IRS990EZ/GroupExemptionNum	0	8505
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	8
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	1510
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	36204
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	48183
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	36204
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	48183
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	DeAnne McKenzie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Heather Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Greta Gentry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Treasurer
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	3628
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	3628
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	34701
IRS990EZ/OtherRevenueTotalAmt	0	0
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	Parent Teacher Association
IRS990EZ/PrintingPublicationsPostageAmt	0	0
IRS990EZ/ProgramServiceRevenueAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Provided support to the parents, students, faculty and staff of Lake Ridge Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	36105
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	1
IRS990EZ/SpecialEventsDirectExpensesAmt	0	12651
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	40802
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	36105
IRS990EZ/TotalProgramServiceExpensesAmt	0	36105
IRS990EZ/TotalRevenueAmt	0	48084
IRS990EZ/TransactionWithControlEntInd	0	0
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990ScheduleA/SchoolInd	0	X
IRS990ScheduleE/ComplianceWithRevProc7550Ind	0	1
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd	0	0
IRS990ScheduleE/DiscriminateRaceAthltProgInd	0	0
IRS990ScheduleE/DiscriminateRaceEducPlcyInd	0	0
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd	0	0
IRS990ScheduleE/DiscriminateRaceOtherActyInd	0	0
IRS990ScheduleE/DiscriminateRaceSchsInd	0	0
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd	0	0
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd	0	0
IRS990ScheduleE/GovernmentFinancialAidRcvdInd	0	0
IRS990ScheduleE/GovernmentFinancialAidRvkdInd	0	0
IRS990ScheduleE/MaintainCpyOfAllSolInd	0	1
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd	0	1
IRS990ScheduleE/MaintainRacialCompRecsInd	0	1
IRS990ScheduleE/MaintainScholarshipsRecsInd	0	1
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd	0	1
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd	0	0
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd	0	1
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt	0	The PTA does not discriminate in any way. As no written or broadcast media were used in PTA activities, no written or broadcast media were used to publicize the PTA'S nondiscrimination policy.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Schedule E, Part I, Line 3
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	12651
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	26435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	21965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	5052
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	53452
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	26435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	21965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	5052
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	53452
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	Fall Festival
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	Explorer Expedition
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	40801
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	3217
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	12651
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	5973
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	3461
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	1
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt	0	0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description;Amount^Bank Fees;107\|Insurance;320\|Teacher Allocation;10589\|Teacher and Staff Appreciation;830\|Educational Programs;2234\|Supplies;1246\|School Facilities;7508\|School Events;11867^Total;34701^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description;EOY Amount^Playground Equip Computers Etc;3628^Total;3628^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Greta Gentry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4236106030
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	PTA Tennessee Congress of Parents & Teachers Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	Lake Ridge Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAT
ReturnHeader/Filer/EIN	0	621740560
ReturnHeader/Filer/PhoneNum	0	4236106030
ReturnHeader/Filer/USAddress/AddressLine1	0	1001 Lake Ridge Square
ReturnHeader/Filer/USAddress/City	0	Johnson City
ReturnHeader/Filer/USAddress/State	0	TN
ReturnHeader/Filer/USAddress/ZIPCode	0	37601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	300145096
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Bragg Financial Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	3107 W Market St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2	0	Suite 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Johnson City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	37604
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4235239822
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Dan Bragg
ReturnHeader/ReturnTs	0	2014-09-16T14:36:04-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $48,183
Liabilities: $0
Net assets: $48,183
Revenue: $48,084
Expenses: $36,105
Net income: $11,979

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$47.2	$0.00	$47.2	$39.2	$27.9	$11.3
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$21.2	$0.00	$21.2	$47.8	$64.1	$16.3
2022Detailed filing. Detailed filing data is available for this year.	$36.6	$0.00	$36.6	$35.3	$26.0	$9.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$27.3	$0.00	$27.3	$19.3	$43.5	$24.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$51.5	$0.00	$51.5	$31.0	$40.7	$9.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$46.3	$0.00	$46.3	$51.5	$37.0	$14.5
2018Detailed filing. Detailed filing data is available for this year.	$45.5	$0.00	$45.5	$61.5	$36.2	$25.3
2016Summary only. Only limited summary data is available for this year.	$24.1	$0.00		$45.9	$73.4	$27.5
2015Detailed filing. Detailed filing data is available for this year.	$52.5	$0.00	$52.5	$50.0	$45.6	$4.35
2014Detailed filing. Detailed filing data is available for this year.	$48.2	$0.00	$48.2	$48.1	$36.1	$12.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$39.2	$0.00	$39.2	$39.4	$33.5	$5.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$33.4	$0.00	$33.4	$44.1	$35.4	$8.71