Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Chapmans Retreat Elementary PTO
990EZ • Fiscal year 2016 • EIN 01-0783518
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
59th percentile
Higher net margin than 59% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
8th percentile
Faster asset growth than 8% of similar nonprofits.
Revenue Growth
86th percentile
Faster revenue growth than 86% of similar nonprofits.
Balance Sheet
Assets
Down$21,319
Down $22,361 (-51%) from 2015
Net Assets
$21,319
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Up$29,670
Up $9,789 (+49%) from 2015
Expenses
Up$27,589
Up $3,394 (+14%) from 2015
Net Income
Up$2,081
Up $6,395 (+148%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2015 to Jun 30, 2016
- Signed
- Nov 5, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $66,142
Mission and Program Overview
Mission
To Benefit the Children of the school
Program Services
| Description | Grants | Expenses |
|---|---|---|
| See schedule O | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Shannon Howard | Co President | PT | $0 | - | - |
| Chelsea Davis | Co President | PT | $0 | - | - |
| Felicia Mason | Treasurer | PT | $0 | - | - |
| Crystal Freemon | Membership | PT | $0 | - | - |
| Michelle Lindsey | Volunteer Coordinator | PT | $0 | - | - |
| Maura Bauer | Vice President | PT | $0 | - | - |
| Bonnie Anderson | Secretary | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fun Run | $32,683 | $32,683 | $16,992 | $15,691 |
| Cheetah Fest | $13,262 | $13,262 | $4,834 | $8,428 |
| Total Events | $45,945 | $45,945 | $21,826 | $24,119 |
Filing and Contact Details
Filer
- Filer Name
- Chapmans Retreat Elementary PTO
- EIN
- 01-0783518
- Address
- 1000 Secluded Lane, Spring Hill, TN 37174
Signing Officer
- Name
- Shannon Howard
- Title
- Co President
- Phone
- 6153029867
- Signed
- 2016-11-05
- Discuss with paid preparer
- No
Preparer
- Firm
- Cook and Plunk CPAs
- Address
- PO Box 2073, Spring Hill, TN 37174
- Preparer
- Rachel Cook CPA
- Phone
- 9312699380
Supplemental Narrative
Additional Explanations
General explanation attachment
“Children and the community benefit from the PTO by creating a bond between the community and the children. The entire surrounding area is asked to participate in the festivals which in turn helps all the children.”
List of grants and similar amounts paid Part I line 10
“Activity Chromebooks for the classrooms Grantee Chapmans Retreat Elementary School Street 1000 Secluded Lane City, State, Zip Spring Hill, TN 37174Amount 6,000Activity Gifts for PE classrooms flip cameras and I pads Grantee Chapmans Retreat Elementary School Street 1000 Secluded Lane City, State, Zip Spring Hill, TN 37174Amount 14,037”
Description of other expenses Part I line 16
“Description AmountBank Fees 171Insurance 400Water Delivery 1,038Quickbooks 228Teacher Appreciation 2,689Supplies 594Landscaping 40Destination Imagination 360Free Activities at School 5685th Grade Graduation 496Benevolence 293”
Description of other assets Part II line 24
“Category Beginning of Year End of YearInventory 2,000 4,000”
Raw XML Appendix182 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.
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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6153029867 |
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Spring Hill |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TN |
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| IRS990EZ/CostOfGoodsSoldAmt | 0 | 12982 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 2081 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 675 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
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| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | -1516 |
| IRS990EZ/GrossReceiptsAmt | 0 | 66142 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 11466 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 2509 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 19238 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 21319 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 19238 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 21319 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 15.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Shannon Howard |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Chelsea Davis |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Felicia Mason |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Crystal Freemon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Michelle Lindsey |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Maura Bauer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Bonnie Anderson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Co President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Co President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Membership |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Volunteer Coordinator |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2000 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4000 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 6877 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To Benefit the Children of the school |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | See schedule O |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 23490 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 27103 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 27589 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 29670 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | chapmansretreatpto.com |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 4082 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 4979 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 9061 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 1 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 62059 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 41253 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 103312 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 1 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 1 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 112373 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 66141 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 46232 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 112373 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 66142 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 46232 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 112374 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 21826 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Cheetah Fest |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | Fun Run |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 13262 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 32683 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 45945 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 13262 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 32683 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 45945 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 24119 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 21826 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 4834 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 16992 |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Children and the community benefit from the PTO by creating a bond between the community and the children. The entire surrounding area is asked to participate in the festivals which in turn helps all the children. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity Chromebooks for the classrooms Grantee Chapmans Retreat Elementary School Street 1000 Secluded Lane City, State, Zip Spring Hill, TN 37174Amount 6,000Activity Gifts for PE classrooms flip cameras and I pads Grantee Chapmans Retreat Elementary School Street 1000 Secluded Lane City, State, Zip Spring Hill, TN 37174Amount 14,037 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description AmountBank Fees 171Insurance 400Water Delivery 1,038Quickbooks 228Teacher Appreciation 2,689Supplies 594Landscaping 40Destination Imagination 360Free Activities at School 5685th Grade Graduation 496Benevolence 293 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Category Beginning of Year End of YearInventory 2,000 4,000 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | General explanation attachment |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Description of other assets Part II line 24 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Shannon Howard |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Co President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6153029867 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-11-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Chapmans Retreat Elementary PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CHAP |
| ReturnHeader/Filer/EIN | 0 | 010783518 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1000 Secluded Lane |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Spring Hill |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 37174 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 474267926 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Cook and Plunk CPAs |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO Box 2073 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Spring Hill |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 37174 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9312699380 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-11-03 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Rachel Cook CPA |
| ReturnHeader/ReturnTs | 0 | 2016-11-03T13:06:35-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $21,319
- Liabilities
- $0
- Net assets
- $21,319
- Revenue
- $29,670
- Expenses
- $27,589
- Net income
- $2,081