Civic Intelligence

PTA Texas Congress James D Kerr Elementary School PTA

990EZ • Fiscal year 2015 • EIN 75-2869668

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 05, 2015

Organization ProfileWWW.ALLENISD.ORG
1325 Glendover DriveAllen, TX 75013

(214) 490-7756

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

43rd percentile

0.4%

Higher net margin than 43% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

94th percentile

112%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$36,882

Down $7,043 (-16%) from 2014

Net Assets

Down

$36,882

Down $7,043 (-16%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin43rd percentile

Revenue

Up

$82,402

Up $43,608 (+112%) from 2014

Expenses

Up

$82,054

Up $60,038 (+273%) from 2014

Net Income

Down

$348

Down $16,430 (-98%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$80K$60K$40K$20K$0Assets 2012: $14,206Liabilities 2012: $0Net Assets 2012: $14,2062012Assets 2013: $27,804Net Assets 2013: $27,8042013Assets 2014: $43,925Net Assets 2014: $43,9252014Assets 2015: $36,882Net Assets 2015: $36,8822015Assets 2016: $45,225Net Assets 2016: $45,2252016Assets 2017: $27,146Net Assets 2017: $27,1462017Assets 2018: $71,492Liabilities 2018: $38,053Net Assets 2018: $33,4392018Assets 2019: $73,421Liabilities 2019: $37,450Net Assets 2019: $35,9712019Assets 2020: $47,572Liabilities 2020: $0Net Assets 2020: $47,5722020

Highlighted filing

2015

Assets$36,882
Liabilities-
Net Assets$36,882
Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $43,896Expenses 2012: $50,079Net Income 2012: -$6,1832012Revenue 2013: $45,069Expenses 2013: $34,187Net Income 2013: $10,8822013Revenue 2014: $38,794Expenses 2014: $22,016Net Income 2014: $16,7782014Revenue 2015: $82,402Expenses 2015: $82,054Net Income 2015: $3482015Revenue 2016: $106,493Expenses 2016: $108,091Net Income 2016: -$1,5982016Revenue 2017: $64,987Expenses 2017: $92,732Net Income 2017: -$27,7452017Revenue 2018: $66,309Expenses 2018: $59,819Net Income 2018: $6,4902018Revenue 2019: $67,421Expenses 2019: $65,740Net Income 2019: $1,6812019Revenue 2020: $61,491Expenses 2020: $50,018Net Income 2020: $11,4732020

Highlighted filing

2015

Revenue$82,402
Expenses$82,054
Net Income$348
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$82,402
Mission and Program Overview

Mission

Public education

Program Services

DescriptionGrantsExpenses
Program support for students enrichment in the area of arts, reading, physical activities, science, student reconigtion$72,784$55,769
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon TavanaPresidentPT$0--
Alisha Smith1st VPPT$0--
Sam Geltner2nd VPPT$0--
Olivia Andrews Beard3rd VPPT$0--
Rebecca ZenoTreasurerPT$0--
Elizabeth NicolSecretaryPT$0--
Jaclyn MispagelParliamentarianPT$0--
Melissa Tomczak4th VPPT$0--
Filing and Contact Details

Filer

Filer Name
Kerr Elementary School Pta
EIN
75-2869668
Phone
2144907756
Address
1325 GLENDOVER DRIVE, ALLEN, TX 75013

Signing Officer

Name
Sharon Tavana
Title
President
Signed
2015-11-05

Preparer

Firm
Manita H Lam CPA
Address
1441 PINE BLUFF DRIVE, ALLEN, TX 75002
Preparer
Manita Lam
Phone
2142824382
Supplemental Narrative

Additional Explanations

Page 1 990EZ line 16

“Fund raising for book fair, scholarships, students programs teachers appreciation”

Page 2 990EZ line 26

“Prior year adjustment”

Raw XML Appendix159 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/BenefitsPaidToOrForMembersAmt02267
IRS990EZ/BooksInCareOfDetail/PersonNm0Rebecca Zeno
IRS990EZ/BooksInCareOfDetail/PhoneNum09726724771
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01325 Glendover Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALLEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075013
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043925
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036882
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0348
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043925
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IRS990EZ/GrossReceiptsAmt082402
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05791
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036882
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037230
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036882
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036882
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt58
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt68
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt78
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sharon Tavana
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alisha Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sam Geltner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Olivia Andrews Beard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rebecca Zeno
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Elizabeth Nicol
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jaclyn Mispagel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Melissa Tomczak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33rd VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt74th VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt079787
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC EDUCATION
IRS990EZ/ProgramServiceRevenueAmt076611
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Program support for students enrichment in the area of arts, reading, physical activities, science, student reconigtion
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt072784
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055769
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07043
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082054
IRS990EZ/TotalProgramServiceExpensesAmt055769
IRS990EZ/TotalRevenueAmt082402
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0TAX EXEMPT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALLENISD.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04722
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09758
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07086
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07451
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034808
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0294
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt076610
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt073851
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt080132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt077701
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt069774
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0378068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0294
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0294
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt0412876
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082401
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078573
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089890
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084787
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077225
IRS990ScheduleA/Total509Grp/TotalAmt0412876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082401
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt078573
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt089890
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085081
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt077225
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0413170
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fund raising for book fair, scholarships, students programs teachers appreciation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prior year adjustment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Page 1 990EZ line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Page 2 990EZ line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON TAVANA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KERR ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0KERR
ReturnHeader/Filer/EIN0752869668
ReturnHeader/Filer/PhoneNum02144907756
ReturnHeader/Filer/USAddress/AddressLine1Txt01325 GLENDOVER DRIVE
ReturnHeader/Filer/USAddress/CityNm0ALLEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075013
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264152494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANITA H LAM CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01441 PINE BLUFF DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075002
ReturnHeader/PreparerPersonGrp/PhoneNum02142824382
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MANITA LAM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-09T08:45:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,882
Liabilities
-
Net assets
$36,882
Revenue
$82,402
Expenses
$82,054
Net income
$348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.61$0.50$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.37$0.36$0.67$0.66$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.38$0.33$0.66$0.60$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.65$0.93$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.45$1.06$1.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.82$0.82$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.39$0.22$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.28$0.45$0.34$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$0.44$0.50$0.06