Civic Intelligence

Greystone Elementary School PTA

990EZ • Fiscal year 2024 • EIN 63-1145375

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 04, 2024

P O Box 380361Birmingham, AL 35238

(205) 439-3200

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$7,500

Down $1,786 (-19%) from 2023

Net Assets

Down

$7,500

Down $1,786 (-19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Down

$39,080

Down $5,404 (-12%) from 2023

Expenses

Down

$40,866

Down $12,773 (-24%) from 2023

Net Income

Up

-$1,786

Up $7,369 (+80%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$7,500
Liabilities$0
Net Assets$7,500

Operations Trend

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

2024

Revenue$39,080
Expenses$40,866
Net Income-$1,786
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$47,965
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$35,340-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN HAYESPresident-$0--
LEA BROKAVP Leadership-$0--
JENNA KAPRALVP Fundraising 1-$0--
DANA MILLERVP Fundraiding 2-$0--
HOLLY PRICEVP Membership-$0--
CHELSEA ALDREDVP Programs 1-$0--
CAMMIE SCHRIMSHERRecording Secretary-$0--
LINDSAY GLAZERVP Student Programs 1-$0--
JULIE SHIRLEYTreasurer-$0--
JANELLE CURRIERVolunteer Coordinator 1-$0--
LAUREN MOYNIHANVolunteer Coordinator 2-$0--
KATIE SPITZERParlimentarian-$0--
HOLLY MOSCOCommunications Director-$0--
SOMAR AWADSpirit Wear Committee-$0--
JOSCELYN FREUNDCorresponding Secretary-$0--
ELISE WHITEVP Programs 2-$0--
JACQUES FEAGINSSpirit Night-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Leave a Lega$33,587$33,587$2,119$31,468
Spirit Store$7,525$7,525$6,457$1,068
Total Events$41,112$41,112$8,576$32,536
Filing and Contact Details

Filer

Filer Name
Greystone Elementary School Pta
EIN
63-1145375
Address
P O BOX 380361, BIRMINGHAM, AL 35238

Signing Officer

Name
Julie Shirley
Title
Treasurer
Phone
2054393200
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Kellum Wilson and Associates Pc
Address
3825 LORNA RD STE 212, HOOVER, AL 35244
Preparer
James C Bohannon
Phone
2059425424
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountSPIRIT NIGHT 1,216

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 35,340

Description of other expenses Part I line 16

Description AmountADMINISTRATIVE EXPENSE 5,526

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Programs and Special Events Grantee GREYSTONE ELEMENTARY SCHOOL Street 300 VILLAGE STREET City, State, Zip HOOVER, AL 35242Amount 35,340
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES C BOHANNON
ReturnHeader/ReturnTs02024-11-07T10:51:48-05:00
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ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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