Civic Intelligence

PTA Alabama Congress

990EZ • Fiscal year 2024 • EIN 63-6056274

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

76th percentile

25%

Faster asset growth than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-7.4%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$115,612

Up $22,937 (+25%) from 2023

Net Assets

Up

$115,612

Up $22,937 (+25%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$104,189

Down $8,339 (-7.4%) from 2023

Expenses

Down

$81,252

Down $15,405 (-16%) from 2023

Net Income

Up

$22,937

Up $7,066 (+45%) from 2023

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

2024

Assets$115,612
Liabilities$0
Net Assets$115,612

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

2024

Revenue$104,189
Expenses$81,252
Net Income$22,937
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$117,297
Mission and Program Overview

Mission

Child advocacy and educational support

Program Services

DescriptionGrantsExpenses
SCHOOL SUPPORT$0$42,781
CLASSROOM SUPPORT$0$25,659
PTA EXPENSE$0$10,163
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Trivia Night$16,921$16,921-$16,921
Fun Run$15,636$15,636-$15,636
Total Events$46,079$46,079-$46,079
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
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Mauldin & Jenkins LLC
Address
307 CLINTON AVE WEST SUITE 500, HUNTSVILLE, AL 35801
Preparer
Morgan H Bates
Phone
2565339105
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 2,794.

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

Description: classroom support. Amount: 25,659. Description: school support. Amount: 42,781. Description: pta expenses. Amount: 10,163. Description: office supplies. Amount: 331. Description: insurance. Amount: 470. Description: office administration. Amount: 1,848. Total to form 990-ez, line 16: 81,252.

Raw XML Appendix195 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHERINE ORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HUMBERTO FREDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRANCES MCCARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEAGAN KISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt081252
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/ProgramServiceExpensesAmt042781
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125659
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210163
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt020246
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt07559
IRS990EZ/SpecialEventsNetIncomeLossAmt047817
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt081252
IRS990EZ/TotalProgramServiceExpensesAmt078603
IRS990EZ/TotalRevenueAmt0104189
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038881
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028981
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029599
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0184133
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02794
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0131
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0119
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03466
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02794
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0131
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0198
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03466
IRS990ScheduleA/InvestmentIncomeCYPct00.00870
IRS990ScheduleA/InvestmentIncomePYPct00.00230
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99130
IRS990ScheduleA/PublicSupportPY509Pct00.99770
IRS990ScheduleA/PublicSupportTotal509Amt0392979
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt055377
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt013169
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt038029
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt094258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0126240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029120
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067628
IRS990ScheduleA/Total509Grp/TotalAmt0392979
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097052
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0126464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075864
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067826
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0396445
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TRIVIA NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015636
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015636
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046079
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046079
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2,794.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CLASSROOM SUPPORT. AMOUNT: 25,659. DESCRIPTION: SCHOOL SUPPORT. AMOUNT: 42,781. DESCRIPTION: PTA EXPENSES. AMOUNT: 10,163. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 331. DESCRIPTION: INSURANCE. AMOUNT: 470. DESCRIPTION: OFFICE ADMINISTRATION. AMOUNT: 1,848. TOTAL TO FORM 990-EZ, LINE 16: 81,252.
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE ORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02567319056
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/PreparerFirmEIN0580692043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAULDIN & JENKINS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0307 CLINTON AVE WEST SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035801
ReturnHeader/PreparerPersonGrp/PhoneNum02565339105
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN H BATES
ReturnHeader/ReturnTs02024-12-02T15:01:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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