Civic Intelligence

PTA Utah Congress

EIN 87-0451074 • 501(c)3 • Salt Lake City, UT

990-N Coverage

Profile

Child advocacy programs at south jordan elementary school

5192 South Green Pine DrSalt Lake City, UT 84123

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

85th percentile

41%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

45th percentile

-5.5%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$32,153

Up $15,919 (+98%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin78th percentile

Revenue

Down

$43,772

Down $5,195 (-11%) from 2018

Expenses

Down

$32,872

Down $13,363 (-29%) from 2018

Net Income

Up

$10,900

Up $8,168 (+299%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2014: $15,285Liabilities 2014: $02014Assets 2015: $14,620Liabilities 2015: $02015Assets 2016: $9,640Liabilities 2016: $02016Assets 2017: $13,502Liabilities 2017: $02017Assets 2018: $16,234Liabilities 2018: $0Net Assets 2018: $16,2342018Assets 2020: $32,153Liabilities 2020: $02020

Highlighted filing

2020

Assets$32,153
Liabilities$0
Net Assets-
Open 2020 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2014: $43,111Expenses 2014: $38,917Net Income 2014: $4,1942014Revenue 2015: $43,320Expenses 2015: $43,984Net Income 2015: -$6642015Revenue 2016: $45,169Expenses 2016: $50,149Net Income 2016: -$4,9802016Revenue 2017: $47,564Expenses 2017: $43,702Net Income 2017: $3,8622017Revenue 2018: $48,967Expenses 2018: $46,235Net Income 2018: $2,7322018Revenue 2020: $43,772Expenses 2020: $32,872Net Income 2020: $10,9002020

Highlighted filing

2020

Revenue$43,772
Expenses$32,872
Net Income$10,900
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$32,153
Liabilities
$0
Net assets
-
Revenue
$43,772
Expenses
$32,872
Net income
$10,900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$32.2$0.00$43.8$32.9$10.9
2018Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$49.0$46.2$2.73
2017Summary only. Only limited summary data is available for this year.$13.5$0.00$47.6$43.7$3.86
2016Summary only. Only limited summary data is available for this year.$9.64$0.00$45.2$50.1$4.98
2015Summary only. Only limited summary data is available for this year.$14.6$0.00$43.3$44.0$0.66
2014Summary only. Only limited summary data is available for this year.$15.3$0.00$43.1$38.9$4.19
Latest Detailed Filing

The latest 2020 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 28, 2019
Return Version
2017v2.2
Gross Receipts
$66,776
Mission and Program Overview

Mission

Child advocacy programs at south jordan elementary school

Program Services

DescriptionGrantsExpenses
STUDENT EDUCATIONAL PROGRAMS INCLUDING ART, LEADERSHIP, FIELD TRIPS, AND GRANTS TO SCHOOL AND TEACHERS$21,500$30,961
STUDENT SAFETY PROGRAMS INCLUDING D.A.R.E., INTERNET SAFETY, BULLY AWARENESS, AND PEDESTRIAN SAFETY-$3,189
STUDENT HEALTH AND WELLNESS INCLUDING EMERGENCY SUPPLIES, FIELD DAY, AND PRESIDENTIAL FITNESS-$2,548
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CASSANDRA ECCLESPresidentPT$0--
MELISSA STEVENSVice PresidentPT$0--
BECKY ZAMORASecretaryPT$0--
RACHAEL BLOOMFIELDTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$47,606$47,606-$47,606
Total Events$47,606$47,606$5,088$42,518
Filing and Contact Details

Filer

Filer Name
Utah Congress Pta South Jordan Elementary Pta
EIN
87-0451074
Phone
8012613100
Address
5192 SOUTH GREEN PINE DR, SALT LAKE CITY, UT 84123

Signing Officer

Name
Shay Meurer
Title
Treasurer
Phone
8012613100
Signed
2019-01-28
Discuss with paid preparer
Yes

Preparer

Firm
Hartle & Rees LLC
Address
448 EAST WINCHESTER STREET STE 225, SALT LAKE CITY, UT 84107
Preparer
Jared P Eccles
Phone
8019042070
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Miscellaneous revenue 117.”

Form 990EZ, Part I, Line 8

“SALES TAX REFUND 550.”

Form 990EZ, Part I, Line 10

“Council dues; dues; utah pta: 5192 s green pine, salt lake city, ut, 84123; parent, 1067.”

Form 990EZ, Part I, Line 10

“Grant; grant; south jordan elementary: 11205 s black cherry way, south jordan, ut, 84095; none, 2150”

Form 990EZ, Part I, Line 16

“Administrative expenses 4102.”

Form 990EZ, Part I, Line 16

“Community & education 5674.”

Form 990EZ, Part I, Line 16

“School health & wellness 2548.”

Form 990EZ, Part I, Line 16

“SCHOOL SAFETY 3189.”

Form 990EZ, Part I, Line 16

“Student development 3837.”

Form 990EZ, Part I, Line 16

“Teacher appreciation 4318.”

Raw XML Appendix201 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS REVENUE 117.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SALES TAX REFUND 550.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COUNCIL DUES; DUES; UTAH PTA: 5192 S GREEN PINE, SALT LAKE CITY, UT, 84123; PARENT, 1067.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANT; GRANT; SOUTH JORDAN ELEMENTARY: 11205 S BLACK CHERRY WAY, SOUTH JORDAN, UT, 84095; NONE, 2150
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
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ReturnHeader/TaxYr02017

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