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Nonprofit · EIN 47-4570027

PTA KENTUCKY CONGRESS

Also known as SUMMIT VIEW ACADEMY PTSA

Tax-exempt · INDEPENDENCE, KY 41051

Financials

$61K$80K2023$69K$69K2024
Revenue Expenses · by fiscal year end
Financials of PTA KENTUCKY CONGRESS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$68,681$68,576$105$26,864$0$26,864
June 30, 2024990-EZ$61,252$80,322-$19,070$26,759$0$26,759
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$5,835
Membership dues
$349
Program service revenue
$0
Investment income
$0
Net income from fundraising events
$56,042
Other revenue
$6,455

Expenses

Grants and similar amounts paid
$11,641
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Printing, publications and postage
$310
Other expenses
$56,625

Balance sheet and other

Total assets, start of year
$26,759
Total assets, end of year
$26,864
Total liabilities, end of year
$0
Net assets, end of year
$26,864
Cash, savings and investments
$26,864
Gross receipts
$106,375

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.

NameTitleHours / weekCompensation
Jackie WoolfolkTreasurer2$0
Amy BrossartPresident5$0
Karla MeyerVP, Membership0.5$0
Katie OckermanVP, Ways and Means2$0
Kristalynn WachtellVP, Programs2$0
Liz CurrySecretary1$0
990-EZ for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
Jackie WoolfolkTreasurer2$0
Amy BrossartPresident5$0
Karla MeyerVP, Membership1$0
Katie OckermanVP, Ways and Means2$0
Kristalynn WachtellVP, Programs1$0
Liz CurrySecretary1$0

Address and contacts

Address (IRS master file)
5006 MADISON PIKE, INDEPENDENCE, KY 41051-7538
In care of
% SVA PTSA TREASURER
Mailing address (990-N for 2021)
5006 MADISON PIKE, INDEPENDENCE KY 410517538
Principal officer (990-N for 2021)
Jackie Woolfolk, 10185 Meadow Glen Drive, Independence KY 41051
Signed the 990-EZ
Jackie Woolfolk, Treasurer
Phone
(859) 359-9600

Mission

Educational/Charitable

990-EZ for the year ended June 30, 2025

Program accomplishments

  • PARENT INVOLVEMENT/COMMUNITY SERVICE including student event, back to school social, literacy night, volunteer appreciation breakfast, teacher and staff appreciation, Santa shop, holiday program, Little Libraries, and meet the teacher nights
  • TECHNOLOGY/PLAYGROUND/CLASSROOM/STEAM LABS improvement for school, Book Vending Maching
  • STUDENT VALUE PROGRAMS: KY Kids Day, 5th & 8th grade promotions, 5th & 8th grade celebrations (party, cookouts), additional student events

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
47-4570027
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
Assets (IRS master file)
$26,864
Income (IRS master file)
$106,375

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$68,681$68,576$26,864XML
990-EZJune 2024$61,252$80,322$26,759XML
990-EZJune 2023–––IRS
990-N for 2021
Officer: Jackie Woolfolk
June 30, 2022≤ $50,000 receipts––e-Postcard
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––IRS

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 47-4570027).

Questions about PTA KENTUCKY CONGRESS

What is the EIN of PTA KENTUCKY CONGRESS?
The employer identification number (EIN) of PTA KENTUCKY CONGRESS is 47-4570027.
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 2021 names Jackie Woolfolk.
Who are the officers and directors of PTA KENTUCKY CONGRESS?
The 990-EZ for the year ended June 30, 2025 lists 6 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 $68,681, expenses of $68,576 and total assets of $26,864 at year end.

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