Civic Intelligence

PTA Alabama Congress

990EZ • Fiscal year 2017 • EIN 63-1202605

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 21, 2017

Organization ProfileWWW.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.

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

26th percentile

-7.9%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

16th percentile

-28%

Faster asset growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$14,623

Down $5,642 (-28%) from 2016

Net Assets

Down

$14,623

Down $5,642 (-28%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin26th percentile

Revenue

Up

$71,309

Up $12,528 (+21%) from 2016

Expenses

Up

$76,951

Up $10,821 (+16%) from 2016

Net Income

Up

-$5,642

Up $1,707 (+23%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$40K$30K$20K$10K$0Assets 2012: $28,408Liabilities 2012: $02012Assets 2013: $27,598Liabilities 2013: $0Net Assets 2013: $27,5982013Assets 2014: $30,767Liabilities 2014: $0Net Assets 2014: $30,7672014Assets 2015: $27,614Liabilities 2015: $0Net Assets 2015: $27,6142015Assets 2016: $20,265Liabilities 2016: $0Net Assets 2016: $20,2652016Assets 2017: $14,623Liabilities 2017: $0Net Assets 2017: $14,6232017Assets 2018: $0Net Assets 2018: $02018

Highlighted filing

2017

Assets$14,623
Liabilities$0
Net Assets$14,623
Open 2017 Filing

Operations Trend

Revenue Growth73rd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $104,510Expenses 2012: $88,568Net Income 2012: $15,9422012Revenue 2013: $93,618Expenses 2013: $94,428Net Income 2013: -$8102013Revenue 2014: $90,556Expenses 2014: $87,387Net Income 2014: $3,1692014Revenue 2015: $105,047Expenses 2015: $108,200Net Income 2015: -$3,1532015Revenue 2016: $58,781Expenses 2016: $66,130Net Income 2016: -$7,3492016Revenue 2017: $71,309Expenses 2017: $76,951Net Income 2017: -$5,6422017Revenue 2018: $100Expenses 2018: $14,723Net Income 2018: -$14,6232018

Highlighted filing

2017

Revenue$71,309
Expenses$76,951
Net Income-$5,642
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 21, 2017
Return Version
2016v3.0
Gross Receipts
$71,309
Mission and Program Overview

Mission

Support sumter school foundation inc's educational activities

Program Services

DescriptionGrantsExpenses
SUPPORT SUMTER SCHOOL FOUNDATION INC'S EDUCATIONAL ACTIVITIES-$59,530
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGO BRYANPresident-$0--
KATIE SMITHSecretary-$0--
KIM DAWSONTreasurer-$0--
CRYSTAL CRAWFORDVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Deer Hunt$46,340$46,340-$46,340
Golf Tournament$6,796$6,796-$6,796
Total Events$64,818$64,818-$64,818
Filing and Contact Details

Filer

Filer Name
Pta Alabama Congress
EIN
63-1202605
Phone
2053925238
Address
181 SUMTER ACADEMY ROAD, YORK, AL 36725

Signing Officer

Name
Kim Dawson
Title
Treasurer
Phone
2053925238
Signed
2017-07-21

Preparer

Firm
Mason and Gardner Cpas
Address
PO BOX 836, DEMOPOLIS, AL 36732
Preparer
James D Gardner Jr
Phone
3342890620
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Deer hunt deer hunt expenses 7,380 other fundraising activity other fund raising expens 3,130 fall festival fall festival expenses 2,814 golf tournament golf tournament expenses 3,383 expenses office 9 sumter school foundation 59,475 total 76,191”

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt055
IRS990EZ/BooksInCareOfDetail/PersonNm0KIM DAWSON
IRS990EZ/BooksInCareOfDetail/PhoneNum02053925238
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0181 SUMTER ACADEMY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036925
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020265
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014623
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06461
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5642
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0705
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020265
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014623
IRS990EZ/FundraisingGrossIncomeAmt064818
IRS990EZ/GrossReceiptsAmt071309
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020265
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014623
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020265
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014623
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARGO BRYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM DAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CRYSTAL CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt076191
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT SUMTER SCHOOL FOUNDATION INC'S EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT SUMTER SCHOOL FOUNDATION INC'S EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059530
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt064818
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076951
IRS990EZ/TotalProgramServiceExpensesAmt059530
IRS990EZ/TotalRevenueAmt071309
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SUMTERACADEMY.ORG/PTA.HTML
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020767
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062578
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt064848
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt056281
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt085297
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt077456
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt072851
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0356733
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0419311
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058781
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0105047
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt090556
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093618
IRS990ScheduleA/Total509Grp/TotalAmt0419311
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071309
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0105047
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt090556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093618
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0419311
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DEER HUNT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06796
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011682
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064818
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06796
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011682
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt064818
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt064818
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEER HUNT DEER HUNT EXPENSES 7,380 OTHER FUNDRAISING ACTIVITY OTHER FUND RAISING EXPENS 3,130 FALL FESTIVAL FALL FESTIVAL EXPENSES 2,814 GOLF TOURNAMENT GOLF TOURNAMENT EXPENSES 3,383 EXPENSES OFFICE 9 SUMTER SCHOOL FOUNDATION 59,475 TOTAL 76,191
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM DAWSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02053925238
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA ALABAMA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAA
ReturnHeader/Filer/EIN0631202605
ReturnHeader/Filer/PhoneNum02053925238
ReturnHeader/Filer/USAddress/AddressLine1Txt0181 SUMTER ACADEMY ROAD
ReturnHeader/Filer/USAddress/CityNm0YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036725
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C86D695BF545F6FB1AA058CA2940B04CC5F528A5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C86D695BF545F6FB1AA058CA2940B04CC5F528A5
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202093618
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MASON AND GARDNER CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 836
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEMOPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036732
ReturnHeader/PreparerPersonGrp/PhoneNum03342890620
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES D GARDNER JR
ReturnHeader/ReturnTs02017-07-31T13:34:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,623
Liabilities
$0
Net assets
$14,623
Revenue
$71,309
Expenses
$76,951
Net income
-$5,642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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