Civic Intelligence

PTA Utah Congress

990EZ • Fiscal year 2018 • EIN 87-0451074

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 28, 2019

Organization ProfileN/A
5192 South Green Pine 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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

55th percentile

5.6%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

2.9%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$16,234

Up $2,732 (+20%) from 2017

Net Assets

$16,234

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin55th percentile

Revenue

Up

$48,967

Up $1,403 (+2.9%) from 2017

Expenses

Up

$46,235

Up $2,533 (+5.8%) from 2017

Net Income

Down

$2,732

Down $1,130 (-29%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$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

2018

Assets$16,234
Liabilities$0
Net Assets$16,234
Open 2018 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$48,967
Expenses$46,235
Net Income$2,732
Open 2018 Filing
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 Pay76th percentile

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0SHAY MEURER
IRS990EZ/BooksInCareOfDetail/PhoneNum08012548000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011205 S BLACK CHERRY WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH JORDAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0840958252
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013502
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0639
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IRS990EZ/GrossSalesOfInventoryAmt013360
IRS990EZ/GroupExemptionNum07212
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CASSANDRA ECCLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELISSA STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BECKY ZAMORA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHAEL BLOOMFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023668
IRS990EZ/OtherRevenueTotalAmt0667
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY PROGRAMS AT SOUTH JORDAN ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT EDUCATIONAL PROGRAMS INCLUDING ART, LEADERSHIP, FIELD TRIPS, AND GRANTS TO SCHOOL AND TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT SAFETY PROGRAMS INCLUDING D.A.R.E., INTERNET SAFETY, BULLY AWARENESS, AND PEDESTRIAN SAFETY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT HEALTH AND WELLNESS INCLUDING EMERGENCY SUPPLIES, FIELD DAY, AND PRESIDENTIAL FITNESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030961
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13189
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22548
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05088
IRS990EZ/SpecialEventsNetIncomeLossAmt042518
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0UT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046235
IRS990EZ/TotalProgramServiceExpensesAmt036698
IRS990EZ/TotalRevenueAmt048967
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: SALES TAX REFUND 2013: 704. 2014: 761. 2015: 736. 2016: 660. 2017: 550.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt052749
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052446
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt051312
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt048572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt048366
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0253445
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0117
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0117
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06451
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02776
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07254
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt027801
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt09600
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt07500
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt05785
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt04604
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt04905
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt032394
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0117
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0117
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0550
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0660
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0736
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0761
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0704
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03411
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98890
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IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066109
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066397
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059873
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060736
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060525
IRS990ScheduleA/Total509Grp/TotalAmt0313640
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0317168
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05088
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt047606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047606
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042518
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt05088
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05088
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE EXPENSES 4102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY & EDUCATION 5674.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOOL HEALTH & WELLNESS 2548.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOOL SAFETY 3189.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STUDENT DEVELOPMENT 3837.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TEACHER APPRECIATION 4318.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAY MEURER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08012613100
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTAH CONGRESS PTA SOUTH JORDAN ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870451074
ReturnHeader/Filer/PhoneNum08012613100
ReturnHeader/Filer/USAddress/AddressLine1Txt05192 SOUTH GREEN PINE DR
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084123
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.218.218.21
ReturnHeader/FilingSecurityInformation/IPDt02019-01-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:49:40
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARTLE & REES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0448 EAST WINCHESTER STREET STE 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084107
ReturnHeader/PreparerPersonGrp/PhoneNum08019042070
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JARED P ECCLES
ReturnHeader/ReturnTs02019-01-28T14:49:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,234
Liabilities
$0
Net assets
$16,234
Revenue
$48,967
Expenses
$46,235
Net income
$2,732
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