Civic Intelligence

PTA Alabama Congress

990EZ • Fiscal year 2020 • EIN 63-6056274

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 12, 2021

Organization ProfileN/A
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

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.01x

Higher debt load relative to revenue than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

72nd percentile

29%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

-0.0%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$57,154

Up $12,984 (+29%) from 2019

Net Assets

Up

$56,754

Up $12,984 (+30%) from 2019

Liabilities

Flat

$400

Flat from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin73rd percentile

Revenue

Down

$54,782

Down $12 (-0.0%) from 2019

Expenses

Down

$41,798

Down $2,193 (-5.0%) from 2019

Net Income

Up

$12,984

Up $2,181 (+20%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

2020

Assets$57,154
Liabilities$400
Net Assets$56,754
Open 2020 Filing

Operations Trend

Revenue Growth64th percentile

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

2020

Revenue$54,782
Expenses$41,798
Net Income$12,984
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 12, 2021
Return Version
2019v5.2
Gross Receipts
$67,826
Mission and Program Overview

Mission

Child advocacy and educational support

Program Services

DescriptionGrantsExpenses
SCHOOL SUPPORT$0$18,147
CLASSROOM SUPPORT$0$16,532
PTA EXPENSE$0$6,157
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HALEY PHILLIPPEPresidentPT$0--
JONATHAN MORRISTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$19,571$19,571-$19,571
Book Fair$7,059$7,059-$7,059
Total Events$32,706$32,706-$32,706
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
Jonathan Morris
Title
Treasurer
Phone
2567319056
Signed
2021-08-12
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: 198.”

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

“Description: classroom support. Amount: 16,532. Description: school support. Amount: 18,147. Description: pta expenses. Amount: 6,427. Description: office supplies. Amount: 222. Description: insurance. Amount: 470. Total to form 990-ez, line 16: 41,798.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: . Beg. Of year amount: 400. End of year amount: 400.”

Raw XML Appendix176 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/ActivitiesNotPreviouslyRptInd00
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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/BOYAmt044170
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057154
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt026196
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt012984
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt038029
IRS990EZ/GrossReceiptsAmt067826
IRS990EZ/GroupExemptionNum01152
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0198
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt03403
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043770
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056754
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043770
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056754
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HALEY PHILLIPPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JONATHAN MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt041798
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/ProgramServiceExpensesAmt018147
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116532
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26157
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt013044
IRS990EZ/SpecialEventsNetIncomeLossAmt024985
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0400
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0400
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041798
IRS990EZ/TotalProgramServiceExpensesAmt040836
IRS990EZ/TotalRevenueAmt054782
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029599
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029102
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09393
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt079929
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0198
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0169
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0122
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt088
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0577
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0198
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0169
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0122
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt088
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0577
IRS990ScheduleA/InvestmentIncomeCYPct00.00230
IRS990ScheduleA/InvestmentIncomePYPct00.00200
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99770
IRS990ScheduleA/PublicSupportPY509Pct00.99800
IRS990ScheduleA/PublicSupportTotal509Amt0254062
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt038029
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt042720
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt051553
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt041831
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt0174133
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067628
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071822
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051224
IRS990ScheduleA/Total509Grp/TotalAmt0254062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt051312
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0254639
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019571
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07059
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06076
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019571
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07059
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06076
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032706
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032706
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 198.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CLASSROOM SUPPORT. AMOUNT: 16,532. DESCRIPTION: SCHOOL SUPPORT. AMOUNT: 18,147. DESCRIPTION: PTA EXPENSES. AMOUNT: 6,427. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 222. DESCRIPTION: INSURANCE. AMOUNT: 470. TOTAL TO FORM 990-EZ, LINE 16: 41,798.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: . BEG. OF YEAR AMOUNT: 400. END OF YEAR AMOUNT: 400.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02567319056
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-12
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/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/PreparationDt02021-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY B GILLEY
ReturnHeader/ReturnTs02021-08-16T08:30:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,154
Liabilities
$400
Net assets
$56,754
Revenue
$54,782
Expenses
$41,798
Net income
$12,984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$1.22$1.06$0.16
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.04$0.81$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.13$0.97$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.61$0.59$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.55$0.42$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.55$0.44$0.11
2018Summary only. Only limited summary data is available for this year.$0.33$0.00$0.38$0.38$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.28$0.27$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$0.55