Civic Intelligence

Chapmans Retreat Elementary PTO

990EZ • Fiscal year 2019 • EIN 01-0783518

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

42nd percentile

0.1%

Higher net margin than 42% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

46th percentile

0.1%

Faster asset growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$28,384

Up $33 (+0.1%) from 2018

Net Assets

Up

$28,384

Up $33 (+0.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$45,743

Down $9,152 (-17%) from 2018

Expenses

Down

$45,710

Down $13,206 (-22%) from 2018

Net Income

Up

$33

Up $4,054 (+101%) from 2018

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

2019

Assets$28,384
Liabilities$0
Net Assets$28,384

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

2019

Revenue$45,743
Expenses$45,710
Net Income$33
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$60,753
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
Jene LelyVolunteer Coordinator-$0--
Stephanie DuhonSecretary-$0--
Tina MartiniCo PresidentPT$0--
Erin GribbenTreasurer-$0--
Tiffany WoodardVice PresidentPT$0--
Emily DensonCo-PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cheetah Chas$30,980$30,980$1,482$29,498
Cheetah Fest$14,599$14,599$4,818$9,781
Total Events$45,579$45,579$6,300$39,279
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
Erin Gribben
Title
Treasurer
Phone
3144137927
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cook and Plunk CPAs
Address
PO Box 2073, Spring Hill, TN 37174
Preparer
Rachel Cook
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 Screen, carts, books and poster printer Grantee Chapmans Retreat Elementary School Street 1000 Secluded Lane City, State, Zip Spring Hill, TN 37174Amount 13,809Activity Math and Grading Software Grantee Chapmans Retreat Elementary School Street 1000 Secluded Lane City, State, Zip Spring Hill, TN 37174Amount 10,328Activity Water refill station, Freckle program Grantee Chapmans Retreat Elementary School Street 1000 Secluded Lane City, State, Zip Spring Hill, TN 37174Amount 4,233

Description of other expenses Part I line 16

Description AmountBenevolence 386Insurance 480Water Delivery 376Teacher Classroom supplies 10,005Teacher Appreciation 2,656Supplies 927Landscaping 430Website and Online Expenses 162Teacher Professional Development 1,418

Description of other assets Part II line 24

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

Raw XML Appendix201 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/PersonNm5Emily Denson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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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 Screen, carts, books and poster printer Grantee Chapmans Retreat Elementary School Street 1000 Secluded Lane City, State, Zip Spring Hill, TN 37174Amount 13,809Activity Math and Grading Software Grantee Chapmans Retreat Elementary School Street 1000 Secluded Lane City, State, Zip Spring Hill, TN 37174Amount 10,328Activity Water refill station, Freckle program Grantee Chapmans Retreat Elementary School Street 1000 Secluded Lane City, State, Zip Spring Hill, TN 37174Amount 4,233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountBenevolence 386Insurance 480Water Delivery 376Teacher Classroom supplies 10,005Teacher Appreciation 2,656Supplies 927Landscaping 430Website and Online Expenses 162Teacher Professional Development 1,418
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
ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Erin Gribben
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ReturnHeader/BusinessOfficerGrp/PhoneNum03144137927
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
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ReturnHeader/Filer/EIN0010783518
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 Secluded Lane
ReturnHeader/Filer/USAddress/CityNm0Spring Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
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ReturnHeader/FilingSecurityInformation/IPTm017:33:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474267926
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cook and Plunk CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2073
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spring Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037174
ReturnHeader/PreparerPersonGrp/PhoneNum09312699380
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rachel Cook
ReturnHeader/ReturnTs02019-11-13T13:15:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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