Civic Intelligence

Greystone Elementary School PTA

990EZ • Fiscal year 2016 • EIN 63-1145375

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 16, 2016

Organization ProfileN/A
300 Village StreetBirmingham, AL 35242

(205) 942-5424

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

57th percentile

6.0%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

60th percentile

7.9%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

-2.3%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,719

Up $2,102 (+7.9%) from 2015

Net Assets

Up

$28,719

Up $2,102 (+7.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Down

$35,155

Down $840 (-2.3%) from 2015

Expenses

Down

$33,053

Down $4,386 (-12%) from 2015

Net Income

Up

$2,102

Up $3,546 (+246%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$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

2016

Assets$28,719
Liabilities-
Net Assets$28,719
Open 2016 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$35,155
Expenses$33,053
Net Income$2,102
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 16, 2016
Return Version
2015v2.1
Gross Receipts
$40,480
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$27,295$27,295
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECKY LANEYPresident-$0--
JODI MCNULTYVP Leadershi-$0--
KIM GAGLIANORec. Sec.-$0--
TANYA BROCKCorr. Sec.-$0--
KELLI BUSBYTreasurer-$0--
COURTNEY CAHALANV.P. Program-$0--
KAY LOZICKV.P. Program-$0--
TINA BAUMV.P. Fin.-$0--
BILL DAWSONV.P. Fin.-$0--
LYNN SCHUCKV.P. Member.-$0--
ASHLEY GREGORYV.P. Student-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coin Drop$26,760$26,760$3,889$22,871
Total Events$26,760$26,760$3,889$22,871
Filing and Contact Details

Filer

Filer Name
Greystone Elementary School Pta
EIN
63-1145375
Phone
2059425424
Address
300 VILLAGE STREET, BIRMINGHAM, AL 35242

Signing Officer

Name
Becky Laney
Title
President
Phone
2059425424
Signed
2016-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Kellum Wilson & Associates Pc
Address
3825 LORNA RD STE 212, HOOVER, AL 35244
Preparer
John W Kellum Iii
Phone
2059425424
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous income 6,079 total 6,079”

Form 990-ez, Part I, Line 10

“School pta programs 16,518 0 0 school pta programs 5,153 0 0”

Form 990-ez, Part I, Line 16

“Expenses administrative expenses 5,758 total 5,758”

Raw XML Appendix177 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/PhoneNum02054393200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 VILLAGE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BECKY LANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JODI MCNULTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM GAGLIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TANYA BROCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLI BUSBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5COURTNEY CAHALAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KAY LOZICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TINA BAUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BILL DAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LYNN SCHUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ASHLEY GREGORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP LEADERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2REC. SEC.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORR. SEC.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5V.P. PROGRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6V.P. PROGRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7V.P. FIN.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8V.P. FIN.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9V.P. MEMBER.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10V.P. STUDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05758
IRS990EZ/OtherRevenueTotalAmt06079
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027295
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027295
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05325
IRS990EZ/SpecialEventsNetIncomeLossAmt023880
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033053
IRS990EZ/TotalProgramServiceExpensesAmt027295
IRS990EZ/TotalRevenueAmt035155
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05693
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010405
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt051384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031338
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064799
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0259838
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0311222
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037031
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt081712
IRS990ScheduleA/Total509Grp/TotalAmt0311222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037031
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt068915
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt081712
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0311222
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03889
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COIN DROP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026760
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022871
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03889
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 6,079 TOTAL 6,079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL PTA PROGRAMS 16,518 0 0 SCHOOL PTA PROGRAMS 5,153 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADMINISTRATIVE EXPENSES 5,758 TOTAL 5,758
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BECKY LANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02059425424
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREYSTONE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0GREY
ReturnHeader/Filer/EIN0631145375
ReturnHeader/Filer/PhoneNum02059425424
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 VILLAGE STREET
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035242
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630190369
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KELLUM WILSON & 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/PreparationDt02016-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN W KELLUM III
ReturnHeader/ReturnTs02016-09-30T13:41:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,719
Liabilities
-
Net assets
$28,719
Revenue
$35,155
Expenses
$33,053
Net income
$2,102
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