Nonprofit · EIN 26-2950217
PTA KENTUCKY CONGRESS
Also known as LIBERTY ELEMENTARY PTA
Tax-exempt · LEXINGTON, KY 40509
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $72,816 | $72,438 | $378 | $40,524 | $0 | $40,524 |
| June 30, 2024 | 990-EZ | $77,689 | $68,759 | $8,930 | $40,146 | $0 | $40,146 |
| June 30, 2023 | 990-EZ | $66,017 | $78,150 | -$12,133 | $31,216 | $0 | $31,216 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,234
- Membership dues
- $522
- Program service revenue
- $41,942
- Investment income
- $0
- Net income from fundraising events
- $25,578
- Net income from sales of inventory
- $1,540
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Printing, publications and postage
- $105
- Other expenses
- $72,333
- Program services (functional)
- $70,255
Balance sheet and other
- Total assets, start of year
- $40,146
- Total assets, end of year
- $40,524
- Total liabilities, end of year
- $0
- Net assets, end of year
- $40,524
- Cash, savings and investments
- $40,524
- Gross receipts
- $96,150
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Keitz | President | 5 | $0 |
| Lisa Turner | Secretary | 3 | $0 |
| Jessica Henz | Treasurer | 10 | $0 |
| Callah Ford | VP of Communication | 3 | $0 |
| Jen Hishida | VP of Volunteers | 3 | $0 |
| Katie Dadi | VP of Membership | 2 | $0 |
| Sarah Brenner | VP of Fundraising | 2 | $0 |
| Melinda Craig | Teacher Representative | 3 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Karen Saltzman | President | 5 | $0 |
| Brianna Tenges | Secretary | 3 | $0 |
| Jessica Henz | Treasurer | 10 | $0 |
| Jennifer Keitz | VP of Communication | 3 | $0 |
| Jen Hishida | VP of Volunteers | 3 | $0 |
| Katie Dadi | VP of Membership | 3 | $0 |
| Lisa Turner | VP of Fundraising | 3 | $0 |
| Melinda Craig | Teacher Representative | 3 | $0 |
990-EZ for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jessica Henz | President | 10 | $0 |
| Brianna Tenges | Secretary | 2 | $0 |
| Tammi Reeves | Treasurer | 3 | $0 |
| Jennifer Keitz | VP of Communication | 3 | $0 |
| Edna Garrick | VP of Volunteers | 2 | $0 |
| Sage Kitchen | VP of Membership | 2 | $0 |
| Lisa Turner | VP of Fundraising | 3 | $0 |
| Melinda Craig | Teacher Representative | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2585 LIBERTY RD, LEXINGTON, KY 40509-4330
- In care of
- % PTA PRESIDENT
- Mailing address (990-N for 2016)
- 2585LIBERTYRD, LEXINGTON KY 405094330
- Principal officer (990-N for 2016)
- JessicaHenz, 2412RockminsterRd, LEXINGTON KY 40509
- Signed the 990-EZ
- Jessica Henz, Treasurer
- Phone
- (859) 422-4979
Mission
See Schedule O, Statement 2
Program accomplishments
- Book Fair. Promotes reading for all students.Expenses $8,648
- Teacher Supply Program. Paid for various classroom supplies for teachers, so that they could provide the necessary materials to students in the classroom.Expenses $6,308
- Schoolwide T-shirt. Paid for shirts for all students and staff members.Expenses $2,419
- Yearbooks for students.Expenses $4,049
- Accelerated Reading Program. Membership and incentives for all students.Expenses $3,922
- Support for the Science Living Lab, allows all our students access to the lab during specials and includes and outdoor teaching garden.Expenses $1,545
- Library Fund. Materials, programs and support for the library.Expenses $3,124
- Liberty Legacy Program. Incentives that promote a positive school climate and appropriate student behavior on a daily basis.Expenses $1,556
- Staff Appreciation Week. Teachers and staff are celebrated for all the work they do with our kids.Expenses $1,333
- Hospitality. Funds used to pay for various events where food was provided for teachers, volunteers, and members.Expenses $2,333
- Thanksgiving Baskets. Baskets are made for families that can not afford a Thanksgiving dinner. The PTA pays for the turkeys.Expenses $740
- Principals Account. Provides supplies and incentives for teachers and staff.Expenses $500
- Field Day. Supplies for the event.Expenses $454
- Arts and Humanities Fund. Provides support for curriculum, plays, concerts and shows for the whole school.Expenses $6,440
- Reading is Fundamental. Every student receives a free book.Expenses $327
- Hawk Store. Provide prizes for good behavior.Expenses $1,190
- Technology. New materials.Expenses $4,381
- Dance Blue. Charity event to raise money for Pediatric Cancer.Expenses $13,707
- MSD Grant. Supplies for the MSD Room and Students.Expenses $857
- Science Fair Boards. For students to use for science fair.Expenses $48
- Snack Cart. Provides students with intellectual disabilities real world experience.Expenses $350
- Testing Achievement Awards. For students who took state tests.Expenses $613
- Trunk or Treat. Event for all families.Expenses $148
- Cheerleading. Support for the Cheerleading team.Expenses $599
- Club Fund. Support after school club.Expenses $16
- SPED Grant. Supplies to support Special Education Department.Expenses $1,375
- Schoolwide Programs. For entire school to see.Expenses $3,273
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 26-2950217
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 5110: PTA KENTUCKY CONGRESS
- Assets (IRS master file)
- $40,524
- Income (IRS master file)
- $96,150
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $72,816 | $72,438 | $40,524 | XML |
| 990-EZ | June 2024 | $77,689 | $68,759 | $40,146 | IRS |
| 990-EZ | June 2023 | $66,017 | $78,150 | $31,216 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2016 Officer: JessicaHenz | June 30, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-2950217).
Questions about PTA KENTUCKY CONGRESS
- What is the EIN of PTA KENTUCKY CONGRESS?
- The employer identification number (EIN) of PTA KENTUCKY CONGRESS is 26-2950217.
- Is PTA KENTUCKY CONGRESS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Which annual return does PTA KENTUCKY CONGRESS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PTA KENTUCKY CONGRESS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PTA KENTUCKY CONGRESS last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of PTA KENTUCKY CONGRESS?
- The 990-N for 2016 names JessicaHenz.
- Who are the officers and directors of PTA KENTUCKY CONGRESS?
- The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does PTA KENTUCKY CONGRESS have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $72,816, expenses of $72,438 and total assets of $40,524 at year end.
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