Civic Intelligence

PTA Alabama Congress

990EZ • Fiscal year 2023 • EIN 63-6056274

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 24, 2023

1107 Monte Sano BlvdHuntsville, AL 35801

(256) 731-9056

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

67th percentile

14%

Higher net margin than 67% 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

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

84%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$92,675

Up $15,871 (+21%) from 2022

Net Assets

Up

$92,675

Up $15,871 (+21%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$112,528

Up $51,255 (+84%) from 2022

Expenses

Up

$96,657

Up $37,587 (+64%) from 2022

Net Income

Up

$15,871

Up $13,668 (+620%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $42,762Liabilities 2012: $0Net Assets 2012: $42,7622012Assets 2017: $33,373Liabilities 2017: $396Net Assets 2017: $32,9772017Assets 2018: $33,367Liabilities 2018: $4002018Assets 2019: $44,170Liabilities 2019: $400Net Assets 2019: $43,7702019Assets 2020: $57,154Liabilities 2020: $400Net Assets 2020: $56,7542020Assets 2022: $76,804Liabilities 2022: $0Net Assets 2022: $76,8042022Assets 2023: $92,675Liabilities 2023: $0Net Assets 2023: $92,6752023Assets 2024: $115,612Liabilities 2024: $0Net Assets 2024: $115,6122024Assets 2025: $131,495Liabilities 2025: $0Net Assets 2025: $131,4952025

Highlighted filing

2023

Assets$92,675
Liabilities$0
Net Assets$92,675

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2012: $54,6982012Revenue 2017: $27,868Expenses 2017: $26,925Net Income 2017: $9432017Revenue 2018: $37,880Expenses 2018: $37,890Net Income 2018: -$102018Revenue 2019: $54,794Expenses 2019: $43,991Net Income 2019: $10,8032019Revenue 2020: $54,782Expenses 2020: $41,798Net Income 2020: $12,9842020Revenue 2022: $61,273Expenses 2022: $59,070Net Income 2022: $2,2032022Revenue 2023: $112,528Expenses 2023: $96,657Net Income 2023: $15,8712023Revenue 2024: $104,189Expenses 2024: $81,252Net Income 2024: $22,9372024Revenue 2025: $122,059Expenses 2025: $106,176Net Income 2025: $15,8832025

Highlighted filing

2023

Revenue$112,528
Expenses$96,657
Net Income$15,871
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 24, 2023
Return Version
2022v5.0
Gross Receipts
$126,444
Mission and Program Overview

Mission

Child advocacy and educational support

Program Services

DescriptionGrantsExpenses
CLASSROOM SUPPORT$0$54,798
SCHOOL SUPPORT$0$38,593
PTA EXPENSE$0$13,916
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE ORTONPresidentPT$0--
HUMBERTO FREDATreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$20,129$20,129-$20,129
Trivia Night$13,548$13,548-$13,548
Total Events$48,009$48,009-$48,009
Filing and Contact Details

Filer

Filer Name
Pta Alabama Congress
EIN
63-6056274
Phone
2567319056
Address
1107 MONTE SANO BLVD, HUNTSVILLE, AL 35801

Signing Officer

Name
Katherine Orton
Title
President
Phone
2567319056
Signed
2023-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Mdg Professional Group Pc
Address
307 CLINTON AVE STE 500, HUNTSVILLE, AL 35801
Preparer
Larry B Gilley
Phone
2565339105
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 204.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: classroom support. Amount: 54,798. Description: school support. Amount: 38,593. Description: pta expenses. Amount: 1,558. Description: office supplies. Amount: 1,238. Description: insurance. Amount: 470. Total to form 990-ez, line 16: 96,657.

Raw XML Appendix184 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02567319056
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01107 MONTE SANO BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUNTSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt076804
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092675
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt048009
IRS990EZ/GrossReceiptsAmt0126444
IRS990EZ/GroupExemptionNum01152
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0204
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt07510
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt076804
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092675
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt076804
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092675
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHERINE ORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HUMBERTO FREDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt096657
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY AND EDUCATIONAL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLASSROOM SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PTA EXPENSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038593
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt154798
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213916
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt013916
IRS990EZ/SpecialEventsNetIncomeLossAmt034093
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt096657
IRS990EZ/TotalProgramServiceExpensesAmt0107307
IRS990EZ/TotalRevenueAmt0112528
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028981
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029599
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029102
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0174354
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0131
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0119
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0198
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0169
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0841
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0224
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0131
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0119
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0198
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0169
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0841
IRS990ScheduleA/InvestmentIncomeCYPct00.00230
IRS990ScheduleA/InvestmentIncomePYPct00.00240
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99770
IRS990ScheduleA/PublicSupportPY509Pct00.99760
IRS990ScheduleA/PublicSupportTotal509Amt0370543
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt055519
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt046752
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt013169
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt038029
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt042720
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt0196189
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0126240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029120
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067628
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071822
IRS990ScheduleA/Total509Grp/TotalAmt0370543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0126464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075864
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt067826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071991
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0371384
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TRIVIA NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020129
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013548
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048009
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020129
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013548
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048009
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt048009
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 204.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CLASSROOM SUPPORT. AMOUNT: 54,798. DESCRIPTION: SCHOOL SUPPORT. AMOUNT: 38,593. DESCRIPTION: PTA EXPENSES. AMOUNT: 1,558. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 1,238. DESCRIPTION: INSURANCE. AMOUNT: 470. TOTAL TO FORM 990-EZ, LINE 16: 96,657.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE ORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02567319056
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA ALABAMA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAA
ReturnHeader/Filer/EIN0636056274
ReturnHeader/Filer/PhoneNum02567319056
ReturnHeader/Filer/USAddress/AddressLine1Txt01107 MONTE SANO BLVD
ReturnHeader/Filer/USAddress/CityNm0HUNTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814757115
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MDG PROFESSIONAL GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0307 CLINTON AVE STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035801
ReturnHeader/PreparerPersonGrp/PhoneNum02565339105
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY B GILLEY
ReturnHeader/ReturnTs02023-11-06T14:41:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHERINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ORTON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings