Civic Intelligence

Horizon Elementary PTA

990EZ • Fiscal year 2023 • EIN 63-1147811

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 12, 2023

Organization Profilehrzn-elem.memberhub.com/w
PO Box 2067Madison, AL 35758

(662) 312-7422

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$33,026

Up $13,837 (+72%) from 2017

Net Assets

$33,026

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin65th percentile

Revenue

Up

$61,639

Up $21,134 (+52%) from 2017

Expenses

Up

$54,177

Up $21,387 (+65%) from 2017

Net Income

Down

$7,462

Down $253 (-3.3%) from 2017

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2023

Assets$33,026
Liabilities$0
Net Assets$33,026
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$61,639
Expenses$54,177
Net Income$7,462
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 12, 2023
Return Version
2022v5.0
Gross Receipts
$61,639
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 fund for new teachers classroom supplies field trip support in school events such as Space week and promotion ceremonies other school events-$35,128
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE STRELINGPresidentPT$0--
JANELLE COOKEVice PresidentPT$0--
AMANDA DURHAMSecretaryPT$0--
NICOLE KORNEGAYTreasurerPT$0--
STEPHANIE DAVISVolunteer CoordinatorPT$0--
KATHERINE KOSHOFERProgram OfficerPT$0--
Filing and Contact Details

Filer

Filer Name
Horizon Elementary PTA
EIN
63-1147811
In Care Of
% Katherine Koshofer
Phone
6623127422
Address
PO BOX 2067, Madison, AL 35758

Signing Officer

Name
Katherine Koshofer
Title
Treasurer
Phone
6623127422
Signed
2023-11-12
Discuss with paid preparer
No

Preparer

Firm
Simplified Accounting LLC
Address
PO BOX 2194, Madison, AL 35758
Preparer
Crystal a Smith
Phone
4803820408
Supplemental Narrative

Additional Explanations

Part I Line 16

“Other office expenses $312.00”

Part I Line 16

“Conferences, conventions, and meetings $1073.00”

Part I Line 16

“Payments to affiliates $974.00”

Part I Line 16

“Insurance $385.00”

Part I Line 16

“Teacher, Student & Classroom $7366.00”

Part I Line 16

“School AV Equip Upgrades $8354.00”

Part I Line 16

“Teacher & School Events $5935.00”

Part I Line 16

“Book Fair Expenses $13473.00”

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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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt016305
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IRS990EZ/SpecialEventsNetIncomeLossAmt054161
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03164
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $385.00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5School AV Equip Upgrades $8354.00
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ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,026
Liabilities
$0
Net assets
$33,026
Revenue
$61,639
Expenses
$54,177
Net income
$7,462
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