Civic Intelligence

Greystone Elementary School PTA

EIN 63-1145375 • 501(c)3 • Birmingham, AL

Profile

Educational assistance - pta

P O Box 380361Birmingham, AL 35238

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

82nd percentile

31%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

55th percentile

2.3%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$16,043

Up $8,543 (+114%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$16,043

Up $8,543 (+114%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin73rd percentile

Revenue

Up

$46,580

Up $7,500 (+19%) from 2024

Expenses

Down

$38,037

Down $2,829 (-6.9%) from 2024

Net Income

Up

$8,543

Up $10,329 (+578%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$60K$40K$20K$0Assets 2012: $11,451Liabilities 2012: $02012Assets 2013: $12,975Net Assets 2013: $12,9752013Assets 2014: $28,061Net Assets 2014: $28,0612014Assets 2015: $26,617Net Assets 2015: $26,6172015Assets 2016: $28,719Net Assets 2016: $28,7192016Assets 2017: $50,538Net Assets 2017: $50,5382017Assets 2018: $27,591Net Assets 2018: $27,5912018Assets 2019: $22,395Liabilities 2019: $3,730Net Assets 2019: $18,6652019Assets 2020: $25,593Liabilities 2020: $0Net Assets 2020: $25,5932020Assets 2021: $28,683Liabilities 2021: $0Net Assets 2021: $28,6832021Assets 2022: $19,441Liabilities 2022: $1,000Net Assets 2022: $18,4412022Assets 2023: $9,286Liabilities 2023: $0Net Assets 2023: $9,2862023Assets 2024: $7,500Liabilities 2024: $0Net Assets 2024: $7,5002024Assets 2025: $16,043Liabilities 2025: $0Net Assets 2025: $16,0432025

Highlighted filing

2025

Assets$16,043
Liabilities$0
Net Assets$16,043
Open 2025 Filing

Operations Trend

Revenue Growth55th percentile

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

$100K$50K$0-$50KRevenue 2012: $60,128Expenses 2012: $57,995Net Income 2012: $2,1332012Revenue 2013: $68,733Expenses 2013: $67,209Net Income 2013: $1,5242013Revenue 2014: $55,250Expenses 2014: $40,164Net Income 2014: $15,0862014Revenue 2015: $35,995Expenses 2015: $37,439Net Income 2015: -$1,4442015Revenue 2016: $35,155Expenses 2016: $33,053Net Income 2016: $2,1022016Revenue 2017: $44,493Expenses 2017: $22,674Net Income 2017: $21,8192017Revenue 2018: $39,242Expenses 2018: $62,189Net Income 2018: -$22,9472018Revenue 2019: $44,211Expenses 2019: $53,137Net Income 2019: -$8,9262019Revenue 2020: $39,583Expenses 2020: $32,655Net Income 2020: $6,9282020Revenue 2021: $28,865Expenses 2021: $25,775Net Income 2021: $3,0902021Revenue 2022: $65,282Expenses 2022: $75,524Net Income 2022: -$10,2422022Revenue 2023: $44,484Expenses 2023: $53,639Net Income 2023: -$9,1552023Revenue 2024: $39,080Expenses 2024: $40,866Net Income 2024: -$1,7862024Revenue 2025: $46,580Expenses 2025: $38,037Net Income 2025: $8,5432025

Highlighted filing

2025

Revenue$46,580
Expenses$38,037
Net Income$8,543
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,043
Liabilities
$0
Net assets
$16,043
Revenue
$46,580
Expenses
$38,037
Net income
$8,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$46.6$38.0$8.54
2024Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$39.1$40.9$1.79
2023Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$44.5$53.6$9.16
2022Detailed filing. Detailed filing data is available for this year.$19.4$1.00$18.4$65.3$75.5$10.2
2021Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$28.9$25.8$3.09
2020Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$39.6$32.7$6.93
2019Detailed filing. Detailed filing data is available for this year.$22.4$3.73$18.7$44.2$53.1$8.93
2018Detailed filing. Detailed filing data is available for this year.$27.6$27.6$39.2$62.2$22.9
2017Detailed filing. Detailed filing data is available for this year.$50.5$50.5$44.5$22.7$21.8
2016Detailed filing. Detailed filing data is available for this year.$28.7$28.7$35.2$33.1$2.10
2015Detailed filing. Detailed filing data is available for this year.$26.6$26.6$36.0$37.4$1.44
2014Detailed filing. Detailed filing data is available for this year.$28.1$28.1$55.3$40.2$15.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$13.0$68.7$67.2$1.52
2012Summary only. Only limited summary data is available for this year.$11.5$0.00$60.1$58.0$2.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 17, 2025
Return Version
2024v5.2
Gross Receipts
$52,990
Mission and Program Overview

Mission

Educational assistance - pta

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION ASSISTS WITH THE NEEDS OF THE SCHOOL, SPECIFICALLY RAISING FUNDS TO BE USED FOR SCHOOL IMPROVEMENTS, EQUIPMENT, AND SUPPLIES$32,452$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN HAYESParliamentarian-$0--
LEA BROKAPresident-$0--
JENNA KAPRALVP Fundraising 1-$0--
DANA MILLERVP Fundraiding 2-$0--
HOLLY PRICEVP Membership-$0--
CHELSEA ALDREDSpirit Wear Coordinator-$0--
CAMMIE SCHRIMSHERRecording Secretary-$0--
LINDSAY GLAZERVP Student Programs 1-$0--
ALLISON CHEKATreasurer-$0--
JANELLE CURRIERVolunteer Coordinator 1-$0--
LAUREN MOYNIHANVolunteer Coordinator 2-$0--
HOLLY MOSCOCommunications Director-$0--
JOSCELYN FREUNDCorresponding Secretary-$0--
ELISE WHITEVP Faculty Programs 1-$0--
JACQUES FEAGINSSpirit Night Coordinator-$0--
LILLIAN PHILLIPSVP Leadership-$0--
KIERSTYN VIVIANOVP Student Programs 2-$0--
JESSIE DURENVP Faculty Programs 2-$0--
LAUREN HALYARDFaculty Liason-$0--
JENNA HEERENFaculty Liason-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Leave a Lega$29,446$29,446$1,574$27,872
Spirit Store$6,717$6,717$3,193$3,524
Total Events$36,163$36,163$4,767$31,396
Filing and Contact Details

Filer

Filer Name
Greystone Elementary School Pta
EIN
63-1145375
In Care Of
% ALLISON CHEKA
Phone
2054393200
Address
P O BOX 380361, BIRMINGHAM, AL 35238

Signing Officer

Name
Allison Cheka
Title
Treasurer
Phone
2054393200
Signed
2025-12-17
Discuss with paid preparer
Yes

Preparer

Firm
Kellum Wilson and Associates Pc
Address
3825 LORNA RD STE 212, HOOVER, AL 35244
Preparer
Lori L Kes
Phone
2059425424
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountINTEREST INCOME 225”

List of grants and similar amounts paid Part I line 10

“Activity Programs and Special Events Grantee GREYSTONE ELEMENTARY SCHOOL Street 300 VILLAGE STREET City, State, Zip HOOVER, AL 35242Amount 32,452”

Description of other expenses Part I line 16

“Description AmountADMINISTRATIVE EXPENSE 5,585”

Raw XML Appendix286 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/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035238
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt032452
IRS990EZ/GrossReceiptsAmt052990
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEA BROKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNA KAPRAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HOLLY PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHELSEA ALDRED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CAMMIE SCHRIMSHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LINDSAY GLAZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALLISON CHEKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JANELLE CURRIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10LAUREN MOYNIHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11HOLLY MOSCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JOSCELYN FREUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13ELISE WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14JACQUES FEAGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15LILLIAN PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16KIERSTYN VIVIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17JESSIE DUREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18LAUREN HALYARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19JENNA HEEREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FUNDRAISING 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FUNDRAIDING 2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SPIRIT WEAR COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP STUDENT PROGRAMS 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VOLUNTEER COORDINATOR 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VOLUNTEER COORDINATOR 2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11COMMUNICATIONS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13VP FACULTY PROGRAMS 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14SPIRIT NIGHT COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15VP LEADERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16VP STUDENT PROGRAMS 2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17VP FACULTY PROGRAMS 2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18FACULTY LIASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19FACULTY LIASON
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL ASSISTANCE - PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION ASSISTS WITH THE NEEDS OF THE SCHOOL, SPECIFICALLY RAISING FUNDS TO BE USED FOR SCHOOL IMPROVEMENTS, EQUIPMENT, AND SUPPLIES
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Schedule A Part III - Lines 1 and 2 - The Leave A Legacy Fundraiser is an annual event soliciting donations. In previous years it has been reported on Schedule A Part III Line 2. For 2024 the amounts for this fundraiser for this year and previous years have been reported on Line 1 since the nature of those receipts is not related to admissions, merchandise, services, or the use of facilities in a related activity.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0General Explanation Attachment
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IRS990ScheduleA/PublicSupportTotal509Amt0273244
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046749
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051767
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036193
IRS990ScheduleA/Total509Grp/TotalAmt0273244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046749
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051767
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085770
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036193
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0273469
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04767
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LEAVE A LEGA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spirit Store
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029446
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06717
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029446
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06717
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036163
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031396
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04767
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01574
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03193
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountINTEREST INCOME 225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Programs and Special Events Grantee GREYSTONE ELEMENTARY SCHOOL Street 300 VILLAGE STREET City, State, Zip HOOVER, AL 35242Amount 32,452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountADMINISTRATIVE EXPENSE 5,585
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLISON CHEKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02054393200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREYSTONE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0GREY
ReturnHeader/Filer/EIN0631145375
ReturnHeader/Filer/InCareOfNm0% ALLISON CHEKA
ReturnHeader/Filer/PhoneNum02054393200
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 380361
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035238
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630910369
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KELLUM WILSON AND ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03825 LORNA RD STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035244
ReturnHeader/PreparerPersonGrp/PhoneNum02059425424
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI L KES
ReturnHeader/ReturnTs02026-01-21T12:03:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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