Civic Intelligence

PTA Utah Congress

990EZ • Fiscal year 2024 • EIN 87-0451297

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

Organization Profile
5192 S Greenpine DriveSalt 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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-1.6%

Higher net margin than 38% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

$29,450

No earlier filing loaded for comparison.

Net Assets

$29,450

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin38th percentile

Revenue

$61,956

No earlier filing loaded for comparison.

Expenses

$62,972

No earlier filing loaded for comparison.

Net Income

-$1,016

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2024: $29,450Liabilities 2024: $0Net Assets 2024: $29,4502024Assets 2025: $29,465Net Assets 2025: $29,4652025

Highlighted filing

2024

Assets$29,450
Liabilities$0
Net Assets$29,450
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2024: $61,956Expenses 2024: $62,972Net Income 2024: -$1,0162024Revenue 2025: $56,458Expenses 2025: $56,443Net Income 2025: $152025

Highlighted filing

2024

Revenue$61,956
Expenses$62,972
Net Income-$1,016
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$61,956
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
SCHOOL PLAY-$17,239
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CODIE MASSEYPresidentPT$0--
KRISTINA HELLANDPresidentelectPT$0--
KIM LUDLOWTreasurerPT$0--
ALLISON MILESSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Carnival$19,949$19,949$2,000$17,949
Total Events$19,949$19,949$2,000$17,949
Filing and Contact Details

Filer

Filer Name
Pta Utah Congress
EIN
87-0451297
In Care Of
% KAREN BEEBE
Phone
8012613100
Address
5192 S GREENPINE DRIVE, Salt Lake City, UT 84123

Signing Officer

Name
Karen Beebe
Title
Treasurer
Phone
8012613100
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Karen R Beebe
Address
8722 S Mountain Vista Drive, West Jordan, UT 84081
Preparer
Karen R Beebe
Phone
8014193271
Supplemental Narrative

Additional Explanations

Part I Line 16

“SCHEDULE O $62972.00”

Pt IX, Ln 24A

“$14,501 - G&A”

Pt IX, Ln 24A

“$2,006 - family & health commission”

Pt IX, Ln 24A

“$1,142 - individual development commission”

Pt IX, Ln 24A

“$17,239 - SCHOOL PLAY”

Pt IX, Ln 24A

“$1,262 - safety & welfare commission”

Pt IX, Ln 24A

“$7,177 - service & hospitality”

Pt IX, Ln 24A

“$6,735 - community involvement”

Pt IX, Ln 24A

“$12,910 - specific commissions”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UTAH PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum08012613100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05192 S GREENPINE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALT LAKE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084123
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030466
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029450
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037102
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1016
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030466
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029450
IRS990EZ/GrossReceiptsAmt061956
IRS990EZ/GroupExemptionNum07212
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0473
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030466
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029450
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030466
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029450
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CODIE MASSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTINA HELLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM LUDLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALLISON MILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENTELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt062972
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramServiceRevenueAmt024381
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL PLAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017239
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0UT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt062972
IRS990EZ/TotalProgramServiceExpensesAmt017239
IRS990EZ/TotalRevenueAmt061956
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt037575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037575
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024381
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024381
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt061956
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061956
IRS990ScheduleA/Total509Grp/TotalAmt061956
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061956
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt061956
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019949
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019949
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019949
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019949
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017949
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHEDULE O $62972.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$14,501 - G&A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$2,006 - FAMILY & HEALTH COMMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3$1,142 - INDIVIDUAL DEVELOPMENT COMMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4$17,239 - SCHOOL PLAY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5$1,262 - SAFETY & WELFARE COMMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6$7,177 - SERVICE & HOSPITALITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7$6,735 - COMMUNITY INVOLVEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8$12,910 - SPECIFIC COMMISSIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PT IX, LN 24A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PT IX, LN 24A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PT IX, LN 24A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PT IX, LN 24A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PT IX, LN 24A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PT IX, LN 24A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PT IX, LN 24A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PT IX, LN 24A
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN BEEBE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08012613100
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA UTAH CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UPLAND TERRACE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAU
ReturnHeader/Filer/EIN0870451297
ReturnHeader/Filer/InCareOfNm0% KAREN BEEBE
ReturnHeader/Filer/PhoneNum08012613100
ReturnHeader/Filer/USAddress/AddressLine1Txt05192 S GREENPINE DRIVE
ReturnHeader/Filer/USAddress/CityNm0Salt Lake City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084123
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264151986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Karen R Beebe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08722 S Mountain Vista Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Jordan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084081
ReturnHeader/PreparerPersonGrp/PhoneNum08014193271
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN R BEEBE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T21:50:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,450
Liabilities
$0
Net assets
$29,450
Revenue
$61,956
Expenses
$62,972
Net income
-$1,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.5$29.5$56.5$56.4$0.02
2024Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$62.0$63.0$1.02