Civic Intelligence

PTA Utah Congress

990EZ • Fiscal year 2017 • EIN 87-0451402

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 14, 2017

Organization ProfileN/A
5192 Greenpine DriveSalt Lake City, UT 84123

(435) 590-4536

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

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

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

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.

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

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$39,393

No earlier filing loaded for comparison.

Net Assets

$39,393

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

$35,835

No earlier filing loaded for comparison.

Expenses

$22,215

No earlier filing loaded for comparison.

Net Income

$13,620

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.

$60K$40K$20K$0Assets 2017: $39,393Net Assets 2017: $39,3932017Assets 2019: $29,279Liabilities 2019: $02019Assets 2020: $34,456Liabilities 2020: $02020Assets 2023: $27,093Net Assets 2023: $27,0932023Assets 2024: $31,766Liabilities 2024: $02024Assets 2025: $40,940Net Assets 2025: $40,9402025

Highlighted filing

2017

Assets$39,393
Liabilities-
Net Assets$39,393
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2017: $35,835Expenses 2017: $22,215Net Income 2017: $13,6202017Revenue 2019: $40,024Expenses 2019: $34,048Net Income 2019: $5,9762019Revenue 2020: $34,261Expenses 2020: $29,133Net Income 2020: $5,1282020Revenue 2023: $55,931Expenses 2023: $57,156Net Income 2023: -$1,2252023Revenue 2024: $57,201Expenses 2024: $52,528Net Income 2024: $4,6732024Revenue 2025: $44,526Expenses 2025: $35,352Net Income 2025: $9,1742025

Highlighted filing

2017

Revenue$35,835
Expenses$22,215
Net Income$13,620
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 14, 2017
Return Version
2016v3.0
Gross Receipts
$35,835
Mission and Program Overview

Mission

The Utah PTA will help every child realize his/her full potential and will:Advocate - Support and speak on behalf of children and youth.Involve - Encourage positive involvement in all facets of a child's life.Develop - Assist in developing skills to raise and protect children and youth.

Program Services

DescriptionGrantsExpenses
To promote the welfare of children and youth in the home, school, community, and place of worship.To raise the standards of home life.To secure adequate laws for the care and protection of children and youth.To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth.To develop between educators and the general public such united efforts as well as secure for all children and youth the highest advantages in physical, mental, social, and spiritual education.$22,215-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI CLARKPresidentPT$0--
JULIANN WILSONSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Utah Congress
EIN
87-0451402
Phone
4355904536
Address
5192 GREENPINE DRIVE, SALT LAKE CITY, UT 84123

Signing Officer

Name
Juliann Wilson
Title
Secretary
Signed
2017-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Larson CPA & Advisors PLLC
Address
158 SOUTH GLEN CANYON DRIVE, CEDAR CITY, UT 84720
Preparer
Erin E Larson CPA
Phone
4352384357
Supplemental Narrative

Additional Explanations

Other Expenses.1

“MISCELLANEOUS $22215”

Raw XML Appendix120 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/PersonNm0LORI CLARK
IRS990EZ/BooksInCareOfDetail/PhoneNum04355862845
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0550 WEST 200 NORTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CEDAR CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084720
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025773
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039393
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IRS990EZ/ContributionsGiftsGrantsEtcAmt035835
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013620
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum07212
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIANN WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022215
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Utah PTA will help every child realize his/her full potential and will:Advocate - Support and speak on behalf of children and youth.Involve - Encourage positive involvement in all facets of a child's life.Develop - Assist in developing skills to raise and protect children and youth.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To promote the welfare of children and youth in the home, school, community, and place of worship.To raise the standards of home life.To secure adequate laws for the care and protection of children and youth.To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth.To develop between educators and the general public such united efforts as well as secure for all children and youth the highest advantages in physical, mental, social, and spiritual education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022215
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022215
IRS990EZ/TotalProgramServiceExpensesAmt022215
IRS990EZ/TotalRevenueAmt035835
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035835
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt035835
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035835
IRS990ScheduleA/Total509Grp/TotalAmt035835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035835
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt035835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS $22215
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIANN WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA UTAH CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAU
ReturnHeader/Filer/EIN0870451402
ReturnHeader/Filer/PhoneNum04355904536
ReturnHeader/Filer/USAddress/AddressLine1Txt05192 GREENPINE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Larson CPA & Advisors PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0158 SOUTH GLEN CANYON DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084720
ReturnHeader/PreparerPersonGrp/PhoneNum04352384357
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN E LARSON CPA
ReturnHeader/ReturnTs02017-09-14T12:32:31-07:00
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
$39,393
Liabilities
-
Net assets
$39,393
Revenue
$35,835
Expenses
$22,215
Net income
$13,620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$40.9$40.9$44.5$35.4$9.17
2024Summary only. Only limited summary data is available for this year.$31.8$0.00$57.2$52.5$4.67
2023Detailed filing. Detailed filing data is available for this year.$27.1$27.1$55.9$57.2$1.23
2020Summary only. Only limited summary data is available for this year.$34.5$0.00$34.3$29.1$5.13
2019Summary only. Only limited summary data is available for this year.$29.3$0.00$40.0$34.0$5.98
2017Detailed filing. Detailed filing data is available for this year.$39.4$39.4$35.8$22.2$13.6
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits