Civic Intelligence

PTA Texas Congress James D Kerr Elementary School PTA

990EZ • Fiscal year 2017 • EIN 75-2869668

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 15, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

11th percentile

-40%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-39%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$27,146

Down $18,079 (-40%) from 2016

Net Assets

Down

$27,146

Down $18,079 (-40%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$64,987

Down $41,506 (-39%) from 2016

Expenses

Down

$92,732

Down $15,359 (-14%) from 2016

Net Income

Down

-$27,745

Down $26,147 (-1636%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2017

Assets$27,146
Liabilities-
Net Assets$27,146
Open 2017 Filing

Operations Trend

Revenue Growth12th 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

2017

Revenue$64,987
Expenses$92,732
Net Income-$27,745
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 15, 2017
Return Version
2016v3.0
Gross Receipts
$64,987
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$62,351$85,091
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne RatcliffPresidentPT$0--
Jaclyn Mispagel1st VPPT$0--
Michel Morales2nd VPPT$0--
Olivia Andrews-Beard3rd VPPT$0--
Rebecca ZenoTreasurerPT$0--
Pamela McDonaldSecretaryPT$0--
Shweta KumarParliamentarianPT$0--
Yvonne Kafor4th 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
Kerr Pta
Title
President
Signed
2017-09-15

Preparer

Firm
Manita H Lam CPA
Address
700 CENTRAL EXPWY SOUTH STE 320, ALLEN, TX 75013
Preparer
Manita Lam
Supplemental Narrative

Additional Explanations

Page 1 Line 16

“Fund raising for book fairs, scholarships, student programs and teach appreciations”

Page 2 line 26

“Prior year adjustment”

Raw XML Appendix161 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/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/BOYAmt045225
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027146
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt063404
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-27745
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045225
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IRS990EZ/GrossReceiptsAmt064987
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01583
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027146
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027146
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027146
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027146
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610
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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/PersonNm0Suzanne Ratcliff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jaclyn Mispagel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michel Morales
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Olivia Andrews-Beard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rebecca Zeno
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Pamela McDonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Shweta Kumar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Yvonne Kafor
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/OtherChangesInNetAssetsAmt027745
IRS990EZ/OtherExpensesTotalAmt092732
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Program support for students enrichment in the area of arts, reading, physical activities, science, student reconigtion
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt062351
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt085091
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018079
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092732
IRS990EZ/TotalProgramServiceExpensesAmt085091
IRS990EZ/TotalRevenueAmt064987
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Tax Exempt
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALLENISD.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04722
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09758
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062351
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062669
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt076610
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt073851
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt080132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0355613
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0380078
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065811
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082401
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078573
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt089890
IRS990ScheduleA/Total509Grp/TotalAmt0380078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt082401
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078573
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt089890
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0380078
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 fairs, scholarships, student programs and teach appreciations
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prior year adjustment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Page 1 Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Page 2 line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KERR PTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-15
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.172.49.51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264152494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANITA H LAM CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 CENTRAL EXPWY SOUTH STE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075013
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MANITA LAM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-07T11:44:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,146
Liabilities
-
Net assets
$27,146
Revenue
$64,987
Expenses
$92,732
Net income
-$27,745
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