Civic Intelligence

Chapmans Retreat Elementary PTO

990EZ • Fiscal year 2018 • EIN 01-0783518

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 14, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

27th percentile

-7.3%

Higher net margin than 27% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

58%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$28,351

Down $4,021 (-12%) from 2017

Net Assets

Down

$28,351

Down $4,021 (-12%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$54,895

Up $20,097 (+58%) from 2017

Expenses

Up

$58,916

Up $35,171 (+148%) from 2017

Net Income

Down

-$4,021

Down $15,074 (-136%) from 2017

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

2018

Assets$28,351
Liabilities$0
Net Assets$28,351

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

2018

Revenue$54,895
Expenses$58,916
Net Income-$4,021
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 14, 2018
Return Version
2017v2.2
Gross Receipts
$71,904
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
Crystal FreemonPresidentPT$0--
Michelle LindseyVice PresidentPT$0--
Emily DensonTreasurerPT$0--
Tina MartiniVice PresidentPT$0--
Shemel JacksonSecretary-$0--
Erin GribbenVolunteer CoordinatorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$35,159$35,159$6,423$28,736
Cheetah Fest$15,607$15,607$4,337$11,270
Total Events$50,766$50,766$10,760$40,006
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
Crystal Freemon
Title
President
Phone
6153029867
Signed
2018-08-14
Discuss with paid preparer
Yes

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 Track Grantee Chapmans Retreat Elementary School Street 1000 Secluded Lane City, State, Zip Spring Hill, TN 37174Amount 17,225Activity Chromebooks Grantee Chapmans Retreat Elementary School Street 1000 Secluded lane City, State, Zip Spring Hill, TN 37174Amount 23,598

Description of other expenses Part I line 16

Description AmountBank Fees 160Insurance 480Water Delivery 768I Pads 6,630Teacher Appreciation 2,497Supplies 967Landscaping 564Website and Online Expenses 180Teacher Professional Development 309Supplies for teachers classrooms 4,872Benevolence 166

Description of other assets Part II line 24

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

Raw XML Appendix198 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/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Volunteer Coordinator
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03000
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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 Track Grantee Chapmans Retreat Elementary School Street 1000 Secluded Lane City, State, Zip Spring Hill, TN 37174Amount 17,225Activity Chromebooks Grantee Chapmans Retreat Elementary School Street 1000 Secluded lane City, State, Zip Spring Hill, TN 37174Amount 23,598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountBank Fees 160Insurance 480Water Delivery 768I Pads 6,630Teacher Appreciation 2,497Supplies 967Landscaping 564Website and Online Expenses 180Teacher Professional Development 309Supplies for teachers classrooms 4,872Benevolence 166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearInventory 3,000 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
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ReturnHeader/Filer/EIN0010783518
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ReturnHeader/FilingSecurityInformation/IPTm014:50:06
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2073
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rachel Cook CPA
ReturnHeader/ReturnTs02018-08-14T12:05:32-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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