Civic Intelligence

Horizon Elementary PTA

EIN 63-1147811 • 501(c)3 • Madison, AL

990-N Coverage

Profile

Educational Support for Elementary School

7855 MADISON PIKEPO Box 2067Madison, AL 35758

hrzn-elem.memberhub.com/w

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 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

16th percentile

-40%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2023

Asset Growth

22nd percentile

-37%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-41%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$20,644

Down $12,382 (-37%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$20,644

Down $12,382 (-37%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin16th percentile

Revenue

Down

$36,280

Down $25,359 (-41%) from 2023

Expenses

Down

$50,817

Down $3,360 (-6.2%) from 2023

Net Income

Down

-$14,537

Down $21,999 (-295%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$40K$30K$20K$10K$0Assets 2015: $7,972Liabilities 2015: $02015Assets 2016: $11,474Liabilities 2016: $02016Assets 2017: $19,189Liabilities 2017: $02017Assets 2023: $33,026Liabilities 2023: $0Net Assets 2023: $33,0262023Assets 2024: $20,644Liabilities 2024: $0Net Assets 2024: $20,6442024

Highlighted filing

2024

Assets$20,644
Liabilities$0
Net Assets$20,644
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2015: $46,337Expenses 2015: $44,605Net Income 2015: $1,7322015Revenue 2016: $40,389Expenses 2016: $36,887Net Income 2016: $3,5022016Revenue 2017: $40,505Expenses 2017: $32,790Net Income 2017: $7,7152017Revenue 2023: $61,639Expenses 2023: $54,177Net Income 2023: $7,4622023Revenue 2024: $36,280Expenses 2024: $50,817Net Income 2024: -$14,5372024

Highlighted filing

2024

Revenue$36,280
Expenses$50,817
Net Income-$14,537
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,644
Liabilities
$0
Net assets
$20,644
Revenue
$36,280
Expenses
$50,817
Net income
-$14,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$36.3$50.8$14.5
2023Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$61.6$54.2$7.46
2017Summary only. Only limited summary data is available for this year.$19.2$0.00$40.5$32.8$7.72
2016Summary only. Only limited summary data is available for this year.$11.5$0.00$40.4$36.9$3.50
2015Summary only. Only limited summary data is available for this year.$7.97$0.00$46.3$44.6$1.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 7, 2024
Return Version
2023v5.0
Gross Receipts
$39,502
Mission and Program Overview

Mission

Educational Support for Elementary School

Program Services

DescriptionGrantsExpenses
Provide resources for teachers STAFF and students to assist in building and strengthening our school community including funding for new teachers classroom supplies field trip support in school events-$48,192
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel DavisPresidentPT$0--
Alyson VahleVice PresidentPT$0--
Amanda DurhamSecretaryPT$0--
Jennifer ClarkVolunteer CoordinatorPT$0--
Katherine KoshoferTreasurerPT$0--
Eva CliftonPrograms OfficerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$0$0$0$0
Event 2$0$0$0$0
Total Events$0$0$0$0
Filing and Contact Details

Filer

Filer Name
Horizon Elementary PTA
EIN
63-1147811
Phone
0000000000
Address
7855 MADISON PIKEPO Box 2067, MADISON, AL 35758

Signing Officer

Name
Katherine Koshofer
Title
Treasurer
Phone
0000000000
Signed
2024-10-07
Supplemental Narrative

Additional Explanations

Schedule O:

“Part 1.16 - Other office expenses $1231 Part 1.16 - Conference, conventions, meetings $503 Part 1.16 - Payments to affiliates $912 Part 1.16 - Insurance premiums $385 Part 1.16 - teacher, student, classroom support $10534 Part 1.16 - teacher, school events $4144 Part 1.16 - school playground improvements $31,969 Part 1.20 - Adjustment to 2022 activity.”

Raw XML Appendix201 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Volunteer Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050817
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IRS990EZ/TotalRevenueAmt036280
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1.16 - Other office expenses $1231 Part 1.16 - Conference, conventions, meetings $503 Part 1.16 - Payments to affiliates $912 Part 1.16 - Insurance premiums $385 Part 1.16 - teacher, student, classroom support $10534 Part 1.16 - teacher, school events $4144 Part 1.16 - school playground improvements $31,969 Part 1.20 - Adjustment to 2022 activity.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine Koshofer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Horizon Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0HORI
ReturnHeader/Filer/EIN0631147811
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt07855 MADISON PIKEPO Box 2067
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035758
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-10-07T03:30:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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