PTA Alabama Congress

990EZ • Fiscal year 2014 • EIN 63-1202605

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 26, 2014

Organization Profile WWW.SUMTERACADEMY.ORG/PTA.HTML

181 Sumter Academy RoadYork, AL 36725

(205) 392-5238

Siviq Scores

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

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

3.5%

Higher net margin than 51% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

11%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

-3.3%

Faster revenue growth than 42% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$30,767

Up $3,169 (+11%) from 2013

Net Assets

$30,767

Up $3,169 (+11%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin51st percentile

Revenue

Down

$90,556

Down $3,062 (-3.3%) from 2013

Expenses

Down

$87,387

Down $7,041 (-7.5%) from 2013

Net Income

$3,169

Up $3,979 (+491%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

Highlighted filing

2014

Assets$30,767

Liabilities$0

Net Assets$30,767

Open 2014 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$90,556

Expenses$87,387

Net Income$3,169

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Aug 26, 2014
Return Version: 2013v3.1
Gross Receipts: $90,556

Mission and Program Overview

Mission

Support sumter school foundation inc's educational activities

Program Services

Description	Grants	Expenses
SUPPORT SUMTER SCHOOL FOUNDATION INC'S EDUCATIONAL ACTIVITIES	-	$67,461

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARGO BRYAN	Vice Preside	-	$0	-	-
JENNIFER BOYDSTUN	Secretary	-	$0	-	-
KIM DAWSON	Treasurer	-	$0	-	-
JANA POWELL	President	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$42,528	$42,528	-	$42,528
Event 2	$9,541	$9,541	-	$9,541
Total Events	$74,479	$74,479	-	$74,479

Filing and Contact Details

Filer

EIN: 63-1202605
Phone: 2053925238

Signing Officer

Name: Kim Dawson
Title: Treasurer
Phone: 2053925238
Signed: 2014-08-26

Preparer

Preparer: James D Gardner Jr
Phone: 3342890620

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“T shirts 1,590 box tops reward program 877 total 2,467”

Form 990-ez, Part I, Line 16

“Deer hunt deer hunt expenses 6,863 other fundraising activity other fund raising expens 5,363 fall festival fall festival expenses 1,166 golf tournament golf tournament expenses 1,085 concession stand concession stand expenses 4,684 expenses office 130 sumter school foundation 67,282 total 86,573”

Raw XML Appendix159 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
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	MARGO BRYAN
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	JENNIFER BOYDSTUN
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	KIM DAWSON
CompensationExplanation/CompensationExplanationGrp/PersonNm	3	JANA POWELL
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	179
IRS990EZ/BooksInCareOfDetail/PersonNm	0	KIM DAWSON
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2053925238
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	181 SUMTER ACADEMY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	YORK
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	36925
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	27598
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	30767
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	13100
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	3169
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	635
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	27598
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	30767
IRS990EZ/FundraisingGrossIncomeAmt	0	74479
IRS990EZ/GrossReceiptsAmt	0	90556
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	510
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	27598
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	30767
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	27598
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	30767
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	MARGO BRYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	JENNIFER BOYDSTUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	KIM DAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	JANA POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	PRESIDENT
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	86573
IRS990EZ/OtherRevenueTotalAmt	0	2467
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	SUPPORT SUMTER SCHOOL FOUNDATION INC'S EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	SUPPORT SUMTER SCHOOL FOUNDATION INC'S EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	67461
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	74479
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	87387
IRS990EZ/TotalProgramServiceExpensesAmt	0	67461
IRS990EZ/TotalRevenueAmt	0	90556
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.SUMTERACADEMY.ORG/PTA.HTML
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	13100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	20767
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	19135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	34661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	31131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	118794
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt	0	77456
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt	0	72851
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt	0	85375
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt	0	73559
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt	0	87257
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt	0	396498
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	515292
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	90556
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	93618
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	104510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	108220
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	118388
IRS990ScheduleA/Total509Grp/TotalAmt	0	515292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	90556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	93618
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	104510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	108220
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	118388
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	515292
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	42528
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	9541
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	22410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	74479
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	42528
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	9541
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	22410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	74479
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	DEER HUNT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	OTHER FUNDRAISI
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	74479
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	T SHIRTS 1,590 BOX TOPS REWARD PROGRAM 877 TOTAL 2,467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DEER HUNT DEER HUNT EXPENSES 6,863 OTHER FUNDRAISING ACTIVITY OTHER FUND RAISING EXPENS 5,363 FALL FESTIVAL FALL FESTIVAL EXPENSES 1,166 GOLF TOURNAMENT GOLF TOURNAMENT EXPENSES 1,085 CONCESSION STAND CONCESSION STAND EXPENSES 4,684 EXPENSES OFFICE 130 SUMTER SCHOOL FOUNDATION 67,282 TOTAL 86,573
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KIM DAWSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2053925238
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	PTA ALABAMA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAA
ReturnHeader/Filer/EIN	0	631202605
ReturnHeader/Filer/PhoneNum	0	2053925238
ReturnHeader/Filer/USAddress/AddressLine1	0	181 SUMTER ACADEMY ROAD
ReturnHeader/Filer/USAddress/City	0	YORK
ReturnHeader/Filer/USAddress/State	0	AL
ReturnHeader/Filer/USAddress/ZIPCode	0	36725
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	202093618
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	MASON AND GARDNER CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	PO BOX 836
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	DEMOPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	36732
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3342890620
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JAMES D GARDNER JR
ReturnHeader/ReturnTs	0	2014-08-27T12:05:47-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $30,767
Liabilities: $0
Net assets: $30,767
Revenue: $90,556
Expenses: $87,387
Net income: $3,169

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2018Detailed filing. Detailed filing data is available for this year.	$0.00		$0.00	$0.00	$0.15	$0.15
2017Detailed filing. Detailed filing data is available for this year.	$0.15	$0.00	$0.15	$0.71	$0.77	$0.06
2016Detailed filing. Detailed filing data is available for this year.	$0.20	$0.00	$0.20	$0.59	$0.66	$0.07
2015Detailed filing. Detailed filing data is available for this year.	$0.28	$0.00	$0.28	$1.05	$1.08	$0.03
2014Detailed filing. Detailed filing data is available for this year.	$0.31	$0.00	$0.31	$0.91	$0.87	$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.28	$0.00	$0.28	$0.94	$0.94	$0.01
2012Summary only. Only limited summary data is available for this year.	$0.28	$0.00		$1.05	$0.89	$0.16