Civic Intelligence

Chapmans Retreat Elementary PTO

990EZ • Fiscal year 2017 • EIN 01-0783518

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 18, 2017

1000 Secluded LaneSpring Hill, TN 37174

(615) 302-9867

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

85th percentile

52%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$32,372

Up $11,053 (+52%) from 2016

Net Assets

Up

$32,372

Up $11,053 (+52%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$34,798

Up $5,128 (+17%) from 2016

Expenses

Down

$23,745

Down $3,844 (-14%) from 2016

Net Income

Up

$11,053

Up $8,972 (+431%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $27,959Liabilities 2012: $02012Assets 2013: $46,137Liabilities 2013: $02013Assets 2014: $47,994Liabilities 2014: $02014Assets 2015: $43,680Liabilities 2015: $02015Assets 2016: $21,319Liabilities 2016: $0Net Assets 2016: $21,3192016Assets 2017: $32,372Liabilities 2017: $0Net Assets 2017: $32,3722017Assets 2018: $28,351Liabilities 2018: $0Net Assets 2018: $28,3512018Assets 2019: $28,384Liabilities 2019: $0Net Assets 2019: $28,3842019Assets 2020: $38,179Liabilities 2020: $0Net Assets 2020: $38,1792020Assets 2021: $67,209Liabilities 2021: $0Net Assets 2021: $67,2092021Assets 2022: $78,600Liabilities 2022: $0Net Assets 2022: $78,6002022Assets 2023: $61,695Liabilities 2023: $0Net Assets 2023: $61,6952023Assets 2024: $58,047Liabilities 2024: $0Net Assets 2024: $58,0472024Assets 2025: $60,030Liabilities 2025: $0Net Assets 2025: $60,0302025

Highlighted filing

2017

Assets$32,372
Liabilities$0
Net Assets$32,372

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $26,191Expenses 2012: $14,508Net Income 2012: $11,6832012Revenue 2013: $27,530Expenses 2013: $9,352Net Income 2013: $18,1782013Revenue 2014: $25,553Expenses 2014: $23,696Net Income 2014: $1,8572014Revenue 2015: $19,881Expenses 2015: $24,195Net Income 2015: -$4,3142015Revenue 2016: $29,670Expenses 2016: $27,589Net Income 2016: $2,0812016Revenue 2017: $34,798Expenses 2017: $23,745Net Income 2017: $11,0532017Revenue 2018: $54,895Expenses 2018: $58,916Net Income 2018: -$4,0212018Revenue 2019: $45,743Expenses 2019: $45,710Net Income 2019: $332019Revenue 2020: $28,380Expenses 2020: $18,585Net Income 2020: $9,7952020Revenue 2021: $38,340Expenses 2021: $9,310Net Income 2021: $29,0302021Revenue 2022: $48,745Expenses 2022: $34,354Net Income 2022: $14,3912022Revenue 2023: $43,274Expenses 2023: $60,179Net Income 2023: -$16,9052023Revenue 2024: $65,017Expenses 2024: $68,665Net Income 2024: -$3,6482024Revenue 2025: $66,492Expenses 2025: $64,509Net Income 2025: $1,9832025

Highlighted filing

2017

Revenue$34,798
Expenses$23,745
Net Income$11,053
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 18, 2017
Return Version
2016v3.0
Gross Receipts
$66,961
Mission and Program Overview

Mission

To Benefit the Children of the school

Program Services

DescriptionGrantsExpenses
See schedule O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon HowardCo PresidentPT$0--
Chelsea DavisCo PresidentPT$0--
Emily KaliszTreasurerPT$0--
Crystal FreemonFirst Vice PresidentPT$0--
Michelle LindseyMembership CoordinatorPT$0--
Shemel JacksonSecretaryPT$0--
Shannon SellersSecond Vice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$29,408$29,408$16,703$12,705
Cheetah Fest$15,712$15,712$6,081$9,631
Total Events$45,120$45,120$22,784$22,336
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
First Vice Pres
Phone
6153029867
Signed
2017-08-18
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 STEM Lab Grantee Chapmans Retreat Elementary School Street 1000 Secluded Lane City, State, Zip Spring Hill, TN 37174Amount 10,057

Description of other expenses Part I line 16

Description AmountBank Fees 542Insurance 400Water Delivery 940Membership Lanyards and water bottl 662Teacher Appreciation 2,392Supplies 1,119Landscaping 1,366Website and Online Expenses 220Teacher Professional Development 2,154Supplies for teachers classrooms 3,186Benevolence 207

Description of other assets Part II line 24

Category Beginning of Year End of YearInventory 4,000 3,000

Raw XML Appendix197 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shannon Howard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Chelsea Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Emily Kalisz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Crystal Freemon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michelle Lindsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Shemel Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Shannon Sellers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3First Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Membership Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Second Vice President
IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Children 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/ExplanationTxt1Activity STEM Lab Grantee Chapmans Retreat Elementary School Street 1000 Secluded Lane City, State, Zip Spring Hill, TN 37174Amount 10,057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountBank Fees 542Insurance 400Water Delivery 940Membership Lanyards and water bottl 662Teacher Appreciation 2,392Supplies 1,119Landscaping 1,366Website and Online Expenses 220Teacher Professional Development 2,154Supplies for teachers classrooms 3,186Benevolence 207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearInventory 4,000 3,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
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/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Shannon Howard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0First Vice Pres
ReturnHeader/BusinessOfficerGrp/PhoneNum06153029867
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ReturnHeader/Filer/EIN0010783518
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 Secluded Lane
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ReturnHeader/FilingSecurityInformation/IPTm016:39:30
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2073
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spring Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037174
ReturnHeader/PreparerPersonGrp/PhoneNum09312699380
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rachel Cook CPA
ReturnHeader/ReturnTs02017-08-21T11:30:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$60.0$0.00$60.0$66.5$64.5$1.98
2024Detailed filing. Detailed filing data is available for this year.$58.0$0.00$58.0$65.0$68.7$3.65
2023Detailed filing. Detailed filing data is available for this year.$61.7$0.00$61.7$43.3$60.2$16.9
2022Detailed filing. Detailed filing data is available for this year.$78.6$0.00$78.6$48.7$34.4$14.4
2021Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$38.3$9.31$29.0
2020Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$28.4$18.6$9.80
2019Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$45.7$45.7$0.03
2018Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$54.9$58.9$4.02
2017Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$34.8$23.7$11.1
2016Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$29.7$27.6$2.08
2015Summary only. Only limited summary data is available for this year.$43.7$0.00$19.9$24.2$4.31
2014Summary only. Only limited summary data is available for this year.$48.0$0.00$25.6$23.7$1.86
2013Summary only. Only limited summary data is available for this year.$46.1$0.00$27.5$9.35$18.2
2012Summary only. Only limited summary data is available for this year.$28.0$0.00$26.2$14.5$11.7