Civic Intelligence

PTA Alabama Congress

990EZ • Fiscal year 2023 • EIN 88-2450029

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 20, 2023

Organization Profile
569 Park AvenueHoover, AL 35226

(205) 439-2800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$59,119

No earlier filing loaded for comparison.

Net Assets

$59,119

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$136,050

No earlier filing loaded for comparison.

Expenses

$76,931

No earlier filing loaded for comparison.

Net Income

$59,119

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2023: $59,119Liabilities 2023: $0Net Assets 2023: $59,1192023Assets 2025: $16,702Liabilities 2025: $0Net Assets 2025: $16,7022025

Highlighted filing

2023

Assets$59,119
Liabilities$0
Net Assets$59,119
Open 2023 Filing

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2023: $136,050Expenses 2023: $76,931Net Income 2023: $59,1192023Revenue 2025: $67,581Expenses 2025: $88,479Net Income 2025: -$20,8982025

Highlighted filing

2023

Revenue$136,050
Expenses$76,931
Net Income$59,119
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 20, 2023
Return Version
2022v5.0
Gross Receipts
$152,823
Mission and Program Overview

Mission

Educational assistance - pta

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION ASSISTS WITH THE NEEDS OF THE SCHOOL, SPECIFICALLY RAISING FUNDS TO BE USED FOR SCHOOL IMPROVEMENTS, EQUIPMENT, AND SUPPLIES$73,712$73,712
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRAN MORRISPresident-$0--
EMILY ACTONVice President-$0--
RACHEL TRUSSTreasurer-$0--
KRISTEN BREINERAsst Treasurer-$0--
CHELSEA MUSSERFundrasing Co-Coordinator-$0--
BECKY DEDGEFundrasing Co-Coordinator-$0--
EMILY NESSHospitality Co-Coordinator-$0--
BETHANY FAUCETTHospitality Co-Coordinator-$0--
DANIELLE JAJESecretary-$0--
TERRA MORROWCommunications-$0--
KATE GRAHAMVolunteer Coordinator-$0--
BROOK BURGESSParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Corporate Sp$39,200$39,200-$39,200
Spring Fundr$29,009$29,009-$29,009
Total Events$76,667$76,667-$76,667
Filing and Contact Details

Filer

Filer Name
Bluff Park Elementary Pta
EIN
88-2450029
Address
569 PARK AVENUE, HOOVER, AL 35226

Signing Officer

Name
Rachel Truss
Title
Treasurer
Phone
2054392800
Signed
2023-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Kellum Wilson and Associates Pc
Address
3825 LORNA RD STE 212, HOOVER, AL 35244
Preparer
John W Kellum Iii
Phone
2059425424
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMiscellaneous Income 4,096”

List of grants and similar amounts paid Part I line 10

“Activity PROGRAM & SPECIAL EVENTS EXPENSES Grantee BLUFF PARK ELEMENTARY PTA Street 569 PARK AVENUE City, State, Zip HOOVER, AL 35226Amount 73,712”

Description of other expenses Part I line 16

“Description AmountADMINISTRATIVE EXPENSES 3,219”

Description of other assets Part II line 24

“Category Beginning of Year End of YearINVENTORY 0 1,654”

Raw XML Appendix219 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/USAddress/CityNm0HOOVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRAN MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY ACTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL TRUSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTEN BREINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHELSEA MUSSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BECKY DEDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EMILY NESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BETHANY FAUCETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DANIELLE JAJE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TERRA MORROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KATE GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BROOK BURGESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASST TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FUNDRASING CO-COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FUNDRASING CO-COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HOSPITALITY CO-COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7HOSPITALITY CO-COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VOLUNTEER COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt03219
IRS990EZ/OtherRevenueTotalAmt04096
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL ASSISTANCE - PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION ASSISTS WITH THE NEEDS OF THE SCHOOL, SPECIFICALLY RAISING FUNDS TO BE USED FOR SCHOOL IMPROVEMENTS, EQUIPMENT, AND SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt073712
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016773
IRS990EZ/SpecialEventsNetIncomeLossAmt065269
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076931
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IRS990EZ/TotalRevenueAmt0136050
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt066685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066685
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt082042
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt082042
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt04096
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt04096
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0152823
IRS990ScheduleA/Total509Grp/TotalAmt0152823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0152823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0152823
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CORPORATE SP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029009
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08458
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt076667
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt076667
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMiscellaneous Income 4,096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity PROGRAM & SPECIAL EVENTS EXPENSES Grantee BLUFF PARK ELEMENTARY PTA Street 569 PARK AVENUE City, State, Zip HOOVER, AL 35226Amount 73,712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountADMINISTRATIVE EXPENSES 3,219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearINVENTORY 0 1,654
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL TRUSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02054392800
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUFF PARK ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0BLUF
ReturnHeader/Filer/EIN0882450029
ReturnHeader/Filer/USAddress/AddressLine1Txt0569 PARK AVENUE
ReturnHeader/Filer/USAddress/CityNm0HOOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035226
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630910369
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KELLUM WILSON AND ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03825 LORNA RD STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035244
ReturnHeader/PreparerPersonGrp/PhoneNum02059425424
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN W KELLUM III
ReturnHeader/ReturnTs02023-10-09T10:01:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RACHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUSS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,119
Liabilities
$0
Net assets
$59,119
Revenue
$136,050
Expenses
$76,931
Net income
$59,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.68$0.88$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.36$0.77$0.59