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Montgomery Elementary PTA INC FY2020 filing

Atlanta, GAUnknown exempt organization EIN 58-6070756Revenue $122K in FY2020

On file with the IRS3995 Ashford Dunwoody Road · Atlanta, GA

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The pta's mission is to support Montgomery students, teachers, and staff by promoting quality education, striving to expand the arts, encouraging community involvement, and working to provide a safe and healthy environment for our children.

100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average deficit $13K a year · 15% of revenue · last 3 filings
Concern: a surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
8 mo
of spending, in cash
Looks good: 8.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$122K
Spent
$95K
To programs
100%
Net assets
$67K
By yearFY2020–FY2022
Revenue
$122K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$122K
FY2021$146K
FY2022$0
Expenses
$95K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$95K
FY2021$148K
FY2022$66K
Net assets
$67K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$67K
FY2021$66K
FY2022$0

From the FY2020 Form 990 (year ending June 2020) · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2022) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $95K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
Amy Sery
President Elect
$0Pt VII · Sec A
$0Pt VII · Sec A
Karla Bard
VP Fundraising
$0Pt VII · Sec A
Jennie Albert
VP Educational Enhancements
$0Pt VII · Sec A
Tam'ra Powell
VP Communications
$0Pt VII · Sec A
Amanda Rosser
VP Events
$0Pt VII · Sec A
Chau Clamp
Parliamentarian
$0Pt VII · Sec A
See Montgomery Elementary PTA INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports students, teachers, and staff by promoting quality education, arts, community, and a safe environment.

Questions for Montgomery Elementary PTA INC

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Provided by the organization

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3 programs · $78K · in their own filed words · FY2019
01

Educational Resources/Teacher Support

Purchased supplies, equipment and support for teachers; training for teachers and school staff. Additional education materials for students, purchase of supplies and equipment for music, art, stem and technology programs for students.

$54Kprogram expense
02

Campus Beautification

Pta funded maintenance of overall campus, including maintenance of playground equipment

$15Kprogram expense
03

Cultural Arts and Health/Wellness

Pta purchased supplies, equipment and provided support for cultural arts enrichment, as well as, health and wellness programs.

$8Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 2 grants · $130K · 2020–2021
Mustang Fund INCGA · FY2021$65,679
Mustang Fund INCGA · FY2020$64,500

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$122K
Ln 12
Other incomeLn 4–11$98K
Gifts and grantsLn 1h$24K
Investment incomeLn 3$128
Money outPt IX
$95K
Ln 25
Programscol B$95K
Owns and owesPt X
$67K
net assets · Ln 32
Cash and savingsLn 1–2$67K
Total assetsLn 16$67K
LiabilitiesLn 26$0
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$24K
Investment incomeLn 3$128
Other incomeLn 4–11$98K
Total revenueLn 12$122K
Assets in detailPt X, end of year
SavingsLn 2$67K
Cash and savings togetherLn 1–2$67K
Total assetsLn 16$67K
LiabilitiesLn 26$0
Net assetsLn 32$67K
OperationsPt I, VI
EmployeesI 50
VolunteersI 611
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$40K$67K
Total assetsLn 16$40K$67K
LiabilitiesLn 26$0$0
Net assetsLn 32$40K$67K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other fees for servicesLn 11g$5K$5K
Office expensesLn 13$1K$1K
InsuranceLn 23$595$595
Other expenses (24a–d)Ln 24$89K$89K
Total functional expensesLn 25$95K$95K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest $0$66K−$66K$0 990 PDF
FY2021 $146K$148K−$2K$66K 990 PDF
FY2020 Viewing $122K$95K$27K$67K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $122,073 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $35,335$23,905
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $110$128
I-11 Other revenuePrior year $91,385$98,040
I-12 Total revenuePrior year $126,830$122,073
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $139,943$95,079
I-18 Total expensesPrior year $139,943$95,079
I-19 Revenue less expensesPrior year −$13,113$26,994
Part VI · Governance 11 of 11 board members independent, 4 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $122,073 across 7 lines filed
Lines not itemized here account for −$4,304 of total revenue; see the IRS return.
VIII-1b Membership dues$4,850
VIII-1f All other contributions, gifts and grants$19,055
VIII-1h Total contributions, gifts and grants$23,905
VIII-3 Investment incomeExcluded from tax $128$128
VIII-8 Net income from fundraising eventsExcluded from tax $96,767$96,767
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $5,577$5,577
VIII-12 Total revenueRelated to mission $1,273 · Unrelated business $0 · Excluded from tax $96,895$122,073
Part IX · Statement of functional expenses $95,079 across 4 lines filed
IX-11g Other fees for servicesPrograms $4,526$4,526
IX-13 Office expensesPrograms $1,348$1,348
IX-23 InsurancePrograms $595$595
IX-24 Other expenses (24a–d)Programs $88,610$88,610
IX-25 Total functional expensesPrograms $95,079 · Management $0 · Fundraising $0$95,079
Part X · Balance sheet $67,239 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $40,245$67,239
X-16 Total assetsStart of year $40,245$67,239
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $40,245$67,239
X-32 Total net assets or fund balancesStart of year $40,245$67,239
X-33 Total liabilities and net assetsStart of year $40,245$67,239
Part XI · Reconciliation of net assets $67,239 net assets at year end
XI-1 Total revenue$122,073
XI-2 Total expenses$95,079
XI-3 Revenue less expenses$26,994
XI-4 Net assets at start of year$40,245
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$67,239

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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