Civic Intelligence

PTA Utah Congress

990 • Fiscal year 2018 • EIN 87-0217547

Jul 01, 2017 to Jun 30, 2018 • Filed on May 16, 2019

5192 S Greenpine DrSalt Lake City, UT 84123

(801) 261-3100

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

14th percentile

-18%

Higher net margin than 14% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

27th percentile

-4.1%

Faster asset growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

30th percentile

-4.1%

Faster revenue growth than 30% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,366,713

Down $58,629 (-4.1%) from 2017

Net Assets

Down

$1,361,381

Down $55,252 (-3.9%) from 2017

Liabilities

Down

$5,332

Down $3,377 (-39%) from 2017

Revenue

Down

$300,444

Down $12,738 (-4.1%) from 2017

Expenses

Up

$355,696

Up $65,733 (+23%) from 2017

Net Income

Down

-$55,252

Down $78,471 (-338%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,255,592Liabilities 2010: $16,800Net Assets 2010: $1,238,7922010Assets 2011: $1,254,762Liabilities 2011: $13,729Net Assets 2011: $1,241,0332011Assets 2012: $1,245,415Liabilities 2012: $10,520Net Assets 2012: $1,234,8952012Assets 2013: $1,265,332Liabilities 2013: $10,772Net Assets 2013: $1,254,5602013Assets 2014: $1,321,700Liabilities 2014: $16,839Net Assets 2014: $1,304,8612014Assets 2015: $1,350,575Liabilities 2015: $12,825Net Assets 2015: $1,337,7502015Assets 2016: $1,384,387Liabilities 2016: $12,329Net Assets 2016: $1,372,0582016Assets 2017: $1,425,342Liabilities 2017: $8,709Net Assets 2017: $1,416,6332017Assets 2018: $1,366,713Liabilities 2018: $5,332Net Assets 2018: $1,361,3812018Assets 2019: $1,348,376Liabilities 2019: $16,460Net Assets 2019: $1,331,9162019Assets 2020: $1,370,640Liabilities 2020: $14,417Net Assets 2020: $1,356,2232020Assets 2021: $1,300,454Liabilities 2021: $30,100Net Assets 2021: $1,270,3542021Assets 2022: $1,253,303Liabilities 2022: $23,080Net Assets 2022: $1,230,2232022Assets 2023: $1,327,505Liabilities 2023: $27,432Net Assets 2023: $1,300,0732023Assets 2024: $1,372,521Liabilities 2024: $11,754Net Assets 2024: $1,360,7672024

Highlighted filing

2018

Assets$1,366,713
Liabilities$5,332
Net Assets$1,361,381

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $353,3582010Revenue 2011: $357,235Expenses 2011: $354,994Net Income 2011: $2,2412011Expenses 2012: $349,6442012Revenue 2013: $391,786Expenses 2013: $372,121Net Income 2013: $19,6652013Revenue 2014: $360,249Expenses 2014: $309,948Net Income 2014: $50,3012014Revenue 2015: $345,113Expenses 2015: $324,359Net Income 2015: $20,7542015Revenue 2016: $316,044Expenses 2016: $300,941Net Income 2016: $15,1032016Revenue 2017: $313,182Expenses 2017: $289,963Net Income 2017: $23,2192017Revenue 2018: $300,444Expenses 2018: $355,696Net Income 2018: -$55,2522018Revenue 2019: $319,067Expenses 2019: $348,532Net Income 2019: -$29,4652019Revenue 2020: $309,783Expenses 2020: $285,476Net Income 2020: $24,3072020Revenue 2021: $257,955Expenses 2021: $343,824Net Income 2021: -$85,8692021Revenue 2022: $299,402Expenses 2022: $357,528Net Income 2022: -$58,1262022Revenue 2023: $412,284Expenses 2023: $343,934Net Income 2023: $68,3502023Revenue 2024: $417,354Expenses 2024: $359,785Net Income 2024: $57,5692024

Highlighted filing

2018

Revenue$300,444
Expenses$355,696
Net Income-$55,252
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 16, 2019
Return Version
2017v2.2
Gross Receipts
$300,444
Mission and Program Overview

Mission

Utah congress of parent and teachers (utah pta) will help every child realize his or her potential and will support and speak on behalf of children and youth, encourage positive involvement in all facest of a child's life, and assist in developing skills to raise and protect children and youth.

Utah pta will help every child realize his or her full potential and will support and speak on behalf of children and youth, encourage positive involvement in all facets of a child's life, and assist in developing skills to raise and protect children and youth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$723,715$733,351▲ $9,636
Land, Buildings, and Equipment, Net$403,558$383,032▼ $20,526
Cash and Non-Interest-Bearing Accounts$298,069$250,330▼ $47,739
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,425,342$1,366,713▼ $58,629
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,750$3,089▼ $3,661
Accounts Payable and Accrued Expenses$1,959$2,243▲ $284
Total Liabilities$8,709$5,332▼ $3,377
Net Assets / Fund Balance
Unrestricted Net Assets$1,386,508$1,330,995▼ $55,513
Temporarily Rstr Net Assets$30,125$30,386▲ $261
Total Net Assets Fund Balance$1,416,633$1,361,381▼ $55,252
Total Liabilities and Net Assets / Fund Balance$1,425,342$1,366,713▼ $58,629

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$124,436$327,222$451,658
Land$137,348-$137,348
Other Land Buildings$121,248-$121,248
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeana StockdalePresident
Laney BenedictPresident Elect
Cheri HardmanAwards Board Sp
Kris DenisonDirector of Leadersh
Melanie HammerDirector of Membersh
Darcy PorterReg 1 Director
Marci LemonnierReg 10 Director
Brittany Von ArxReg 11 Director
Anne FonvilleReg 13 Director
Mackenzie StrattonReg 16 Director
Sheree RobinsonReg 17 Asst Director
Tonya RhodesReg 17 Director
Chela GaleReg 19 Director
Jodi PetersenReg 2 Director
Mindi BarkerReg 20 Director
Sharilee GriffithsReg 21 Director
Leeann BrociousReg 3 Asst Director
Stacey MollinetReg 3 Director
Monica StrongReg 4 Director
Kimberly SwensenReg 5 Asst Director
Ian CollisonReg 5 Director
Christy LayneReg 6 Asst Director
Dawn RamseyReg 6 Director
Maresa ManzioneReg 7 Director
Audrey BartonReg 9 Asst Director
Stacy BatemanReg 9 Director
Dr Martin BatesAdmin Rep
Kara ShermanAdvocacy VP
Lura BuistBylaws Bd Spec
Julie CluffCommty Inv Comm
Ram JayakumarDiv and Inc Spe
Leann WoodEducation Comm
Linda ZengerFamily Life COM
Deann KettenringHealth Comm
Jennifer KalmIndiv Dev Comm
Kathy AllredMilitary Fam Bd
Diane JeppsonParliam Adv
Dawn DaviesPast Pres
Alice GriffithsRegions VP
Rachel PetersonSafety Comm
Corey FairholmSecretary
Karen ConderSpec Needs Bd
Betty ShawStudent Inv COM
Julie AnzelmoTeacher Rep
Sam FarnsworthTech Bd Spec
Patricia BuswellTreasurer
Sarah ThomasTrust Lands Bd
Revenue and Support

Revenue Composition

Contributions and Grants
$173,277
Program Service Revenue
$94,963
Investment Income
$11,389
Other Revenue
$20,815
Change in Net Assets
$-55,252

Audited Revenue Reconciliation

Revenue per Audited Statements
$300,444
Total Revenue per Audited Statements
$300,444
Total Revenue per Form 990
$300,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$259,173
Salaries, Compensation, and Employee Benefits$80,469
Grants and Similar Amounts Paid$16,054
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$71,211$23,737-$94,948
Other Salaries and Wages$64,375$16,094-$80,469
Office Expenses$9,701$25,769-$35,470
Depreciation Depletion$8,006$12,521-$20,527
Grants to Domestic Individuals$16,054--$16,054
Other Expenses$2,130$8,520-$10,650
Fees for Services Accounting-$7,485-$7,485
Fees for Services Lobbying$5,826--$5,826
Insurance$1,718$572-$2,290
Interest-$700-$700
Total Functional Expenses$208,755$146,941$0$355,696

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$355,696
Total Expenses per Audited Statements$355,696
Total Expenses per Form 990$355,696
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

The officers, commissioners, and representatives are elected by the general membership, and the region directors are elected by a subset of the membership, from their respective areas.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Two items are taken to the general membership for their vote (1) changes to the bylaws and (2) resolutions - positions on legislative issues and other policies and programs, which direct lobbying efforts and involvement in the community, as well as programmatic content.

Form 990, Part VI, Line 11B: Form 990 Review Process

The organization's finance committee, elected from among the members of the board of directors, reviews form 990 before it is filed with the irs.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The organization requires all members of the board of directors, members of the legislative action committee, and appointees to annually read and sign the organization's fiduciary and conflict of interest policy. Training is given at meetings of the board on aspects of the policy.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Utah pta does not actually have compensation review and approval procedures because utah pta does not have a ceo, executive directors, top management official, or key employee and no officers of the organization is compensated.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Utah pta does not have compensation review and approval procedures because utah pta does not have a ceo, executive directors, top management official, or key employee and no officer of the organization is compensated.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Upon request, a copy of the organization's form 990 would be provided for public inspection. The organization's financial statements, conflict of interest policy, and governing documents are not available to the general public. The financial statements and auditior's report are presented to the membership at an annual convention. The bylaws are included in the annual utah pta handbook distributed to all pta units in the state.

Filing and Contact Details

Filer

Filer Name
Utah Congress of Parents
EIN
87-0217547
Phone
8012613100
Address
5192 S GREENPINE DR, SALT LAKE CITY, UT 84123

Signing Officer

Name
Jeana Stockdale
Title
President
Signed
2019-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeana Stockdale
Formed
1940
Legal Domicile
Ut
Voting Board Members
39
Independent Board Members
39
Employees
2
Volunteers
52

Preparer

Firm
Haynie and Company Cpas
Address
1785 West 2300 South, Salt Lake City, UT 84119-2065
Preparer
Robert Jensen CPA
Phone
8019724800
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: other program services: other advocacy and legislative training, community involvement, education, family life, health, individual development and safety.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0LEADERSHIP DEVELOPMENT:ASSISTING PTA LEADERS AND POTENTIAL LEADERS TO DEVELOP THE SKILLS AND KNOWLEDGE TO SUCCESSFULLY PROMOTE THE HEALTH AND WELFARE OF UTAH'S CHILDREN AND ENCOURAGE COLLABORATION AMONG PARENTS, SCHOOLS, AND COMMUNITIES. APPROXIMATELY 700 LOCAL, COUNCIL, AND REGION PTA UNITS OPERATE IN COMMUNITIES THROUGHOUT THE STATE.
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/PersonNm2COREY FAIRHOLM
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICIA BUSWELL
IRS990/Form990PartVIISectionAGrp/PersonNm4ALICE GRIFFITHS
IRS990/Form990PartVIISectionAGrp/PersonNm5KARA SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6KRIS DENISON
IRS990/Form990PartVIISectionAGrp/PersonNm7MELANIE HAMMER
IRS990/Form990PartVIISectionAGrp/PersonNm8JULIE CLUFF
IRS990/Form990PartVIISectionAGrp/PersonNm9LEANN WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm10LINDA ZENGER
IRS990/Form990PartVIISectionAGrp/PersonNm11DEANN KETTENRING
IRS990/Form990PartVIISectionAGrp/PersonNm12JENNIFER KALM
IRS990/Form990PartVIISectionAGrp/PersonNm13RACHEL PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm14BETTY SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm15JULIE ANZELMO
IRS990/Form990PartVIISectionAGrp/PersonNm16DR MARTIN BATES
IRS990/Form990PartVIISectionAGrp/PersonNm17DAWN DAVIES
IRS990/Form990PartVIISectionAGrp/PersonNm18DARCY PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm19JODI PETERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm20STACEY MOLLINET
IRS990/Form990PartVIISectionAGrp/PersonNm21MONICA STRONG
IRS990/Form990PartVIISectionAGrp/PersonNm22IAN COLLISON
IRS990/Form990PartVIISectionAGrp/PersonNm23KIMBERLY SWENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm24DAWN RAMSEY
IRS990/Form990PartVIISectionAGrp/PersonNm25CHRISTY LAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm26MARESA MANZIONE
IRS990/Form990PartVIISectionAGrp/PersonNm27STACY BATEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm28AUDREY BARTON
IRS990/Form990PartVIISectionAGrp/PersonNm29MARCI LEMONNIER
IRS990/Form990PartVIISectionAGrp/PersonNm30BRITTANY VON ARX
IRS990/Form990PartVIISectionAGrp/PersonNm31ANNE FONVILLE
IRS990/Form990PartVIISectionAGrp/PersonNm32MACKENZIE STRATTON
IRS990/Form990PartVIISectionAGrp/PersonNm33TONYA RHODES
IRS990/Form990PartVIISectionAGrp/PersonNm34SHEREE ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm35CHERI HARDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm36LURA BUIST
IRS990/Form990PartVIISectionAGrp/PersonNm37RAM JAYAKUMAR
IRS990/Form990PartVIISectionAGrp/PersonNm38KATHY ALLRED
IRS990/Form990PartVIISectionAGrp/PersonNm39DIANE JEPPSON
IRS990/Form990PartVIISectionAGrp/PersonNm40KAREN CONDER
IRS990/Form990PartVIISectionAGrp/PersonNm41SAM FARNSWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm42SARAH THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm43LEEANN BROCIOUS
IRS990/Form990PartVIISectionAGrp/PersonNm44CHELA GALE
IRS990/Form990PartVIISectionAGrp/PersonNm45MINDI BARKER
IRS990/Form990PartVIISectionAGrp/PersonNm46SHARILEE GRIFFITHS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt460
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.01$1.36$0.42$0.36$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.03$1.30$0.41$0.34$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.02$1.23$0.30$0.36$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.03$1.27$0.26$0.34$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.01$1.36$0.31$0.29$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.02$1.33$0.32$0.35$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.01$1.36$0.30$0.36$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.42$0.31$0.29$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.01$1.37$0.32$0.30$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.01$1.34$0.35$0.32$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.02$1.30$0.36$0.31$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.01$1.25$0.39$0.37$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.01$1.23$0.35
2011Summary only. Only limited summary data is available for this year.$1.25$0.01$1.24$0.36$0.35$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.02$1.24$0.35