Civic Intelligence

Fort Dale Academy PTA

990 • Fiscal year 2015 • EIN 63-1226692

Jun 01, 2014 to May 31, 2015 • Filed on Jul 06, 2015

130 Manningham RoadGreenville, AL 36037

(334) 382-4731

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

2nd percentile

-270%

Higher net margin than 2% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

8th percentile

-54%

Faster asset growth than 8% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-77%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$18,676

Down $22,230 (-54%) from 2014

Net Assets

Down

$18,676

Down $22,230 (-54%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$8,220

Down $27,250 (-77%) from 2014

Expenses

Up

$30,450

Up $29,195 (+2326%) from 2014

Net Income

Down

-$22,230

Down $56,445 (-165%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $2,984Liabilities 2011: $0Net Assets 2011: $2,9842011Assets 2012: $3,903Liabilities 2012: $0Net Assets 2012: $3,9032012Assets 2013: $6,691Liabilities 2013: $0Net Assets 2013: $6,6912013Assets 2014: $40,906Liabilities 2014: $0Net Assets 2014: $40,9062014Assets 2015: $18,676Liabilities 2015: $0Net Assets 2015: $18,6762015Assets 2016: $31,497Liabilities 2016: $0Net Assets 2016: $31,4972016Assets 2017: $46,871Liabilities 2017: $0Net Assets 2017: $46,8712017Assets 2018: $10,228Liabilities 2018: $0Net Assets 2018: $10,2282018Assets 2019: $305,842Liabilities 2019: $0Net Assets 2019: $305,8422019Assets 2020: $112,498Liabilities 2020: $0Net Assets 2020: $112,4982020Assets 2021: $249,922Liabilities 2021: $0Net Assets 2021: $249,9222021Assets 2022: $288,413Liabilities 2022: $0Net Assets 2022: $288,4132022Assets 2023: $3,820Liabilities 2023: $0Net Assets 2023: $3,8202023Assets 2024: $57,579Liabilities 2024: $0Net Assets 2024: $57,5792024Assets 2025: $62,515Liabilities 2025: $0Net Assets 2025: $62,5152025

Highlighted filing

2015

Assets$18,676
Liabilities$0
Net Assets$18,676

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $85,0692011Expenses 2012: $5182012Revenue 2013: $3,065Expenses 2013: $277Net Income 2013: $2,7882013Revenue 2014: $35,470Expenses 2014: $1,255Net Income 2014: $34,2152014Revenue 2015: $8,220Expenses 2015: $30,450Net Income 2015: -$22,2302015Revenue 2016: $13,220Expenses 2016: $399Net Income 2016: $12,8212016Revenue 2017: $15,795Expenses 2017: $421Net Income 2017: $15,3742017Revenue 2018: $3,517Expenses 2018: $40,160Net Income 2018: -$36,6432018Revenue 2019: $337,023Expenses 2019: $41,409Net Income 2019: $295,6142019Revenue 2020: $557,292Expenses 2020: $750,636Net Income 2020: -$193,3442020Revenue 2021: $300,538Expenses 2021: $163,114Net Income 2021: $137,4242021Revenue 2022: $335,236Expenses 2022: $296,745Net Income 2022: $38,4912022Revenue 2023: $178,523Expenses 2023: $445,000Net Income 2023: -$266,4772023Revenue 2024: $136,943Expenses 2024: $83,184Net Income 2024: $53,7592024Revenue 2025: $5,020Expenses 2025: $84Net Income 2025: $4,9362025

Highlighted filing

2015

Revenue$8,220
Expenses$30,450
Net Income-$22,230
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Jul 6, 2015
Return Version
2014v5.0
Gross Receipts
$8,220
Mission and Program Overview

Mission

For the purpose of bringing parents and educators into a closer relationship, and providing resources to help teachers maximize the potential of each student.

Parent teacher association

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$40,906$18,676▼ $22,230
Rtn Earn Endowment Incm Other Fnds$40,906$18,676▼ $22,230
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$40,906$18,676▼ $22,230
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$40,906$18,676▼ $22,230
Total Liabilities and Net Assets / Fund Balance$40,906$18,676▼ $22,230
Compensation and Service Providers

Board Members and Trustees

NameTitle
AMY O'CONNORPresident
Jamie SessionsVice President
Ann Steiner GregorySecretary
Pat SimsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,220
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$7,900
Change in Net Assets
$-22,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,200
Other Expenses$250
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,200--$30,200
Other Expenses-$58-$58
Total Functional Expenses$30,200$250$0$30,450
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Butler County Private SchoolGreenville, AL-Providing Resources to Help Teachers Maximize the Potential of Each Student$30,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

A draft copy of the return is given to the treasurer for review prior to filing.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Fort Dale Academy Pta
EIN
63-1226692
Phone
3343824731
Address
130 MANNINGHAM ROAD, GREENVILLE, AL 36037

Signing Officer

Name
AMY O'CONNOR
Title
President
Phone
3343824731
Signed
2015-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
AMY O'CONNOR
Formed
1999
Legal Domicile
Al
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Branum & Company Pc
Address
503 EAST COMMERCE STREET, GREENVILLE, AL 36037
Preparer
Glenn E Branum
Phone
3343829620
Raw XML Appendix290 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0503 EAST COMMERCE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
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ReturnHeader/PreparerPersonGrp/PhoneNum03343829620
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN E BRANUM
ReturnHeader/ReturnTs02015-07-08T08:27:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

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.$0.63$0.00$0.63$0.05$0.00$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$1.37$0.83$0.54
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.79$4.45$2.66
2022Summary only. Only limited summary data is available for this year.$2.88$0.00$2.88$3.35$2.97$0.38
2021Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$3.01$1.63$1.37
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$5.57$7.51$1.93
2019Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$3.37$0.41$2.96
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.04$0.40$0.37
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.16$0.00$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.13$0.00$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.08$0.30$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.35$0.01$0.34
2013Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$0.03$0.00$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.00$0.04$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.85