Civic Intelligence

Peachtree Charter Middle School Foundation Inc.

EIN 20-1960621 • 501(c)3 • Dunwoody, GA

Pub. 78 Eligible

Profile

Assist in the development and maturation of the student body of peachtree charter middle school by providing financial support to academic and enrichment programs, school athletics and community outreach programs.

4664 North Peachtree RoadDunwoody, GA 30338

pcms.membershiptoolkit.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

6.4%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

8.0%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$169,694

Up $10,209 (+6.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$169,694

Up $10,209 (+6.4%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin70th percentile

Revenue

Up

$62,086

Up $4,621 (+8.0%) from 2023

Expenses

Down

$52,605

Down $2,221 (-4.1%) from 2023

Net Income

Up

$9,481

Up $6,842 (+259%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $157,201Net Assets 2011: $157,2012011Assets 2012: $168,704Net Assets 2012: $168,7042012Assets 2013: $176,141Liabilities 2013: $02013Assets 2014: $209,533Liabilities 2014: $02014Assets 2015: $210,203Net Assets 2015: $210,2032015Assets 2016: $252,354Net Assets 2016: $252,3542016Assets 2017: $166,123Liabilities 2017: $02017Assets 2018: $178,993Net Assets 2018: $178,9932018Assets 2019: $111,056Net Assets 2019: $111,0562019Assets 2020: $174,291Net Assets 2020: $174,2912020Assets 2021: $153,439Liabilities 2021: $02021Assets 2022: $178,853Liabilities 2022: $0Net Assets 2022: $178,8532022Assets 2023: $159,485Liabilities 2023: $0Net Assets 2023: $159,4852023Assets 2024: $169,694Liabilities 2024: $0Net Assets 2024: $169,6942024

Highlighted filing

2024

Assets$169,694
Liabilities$0
Net Assets$169,694
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $76,597Expenses 2011: $99,327Net Income 2011: -$22,7302011Revenue 2012: $72,784Expenses 2012: $61,281Net Income 2012: $11,5032012Revenue 2013: $87,088Expenses 2013: $79,651Net Income 2013: $7,4372013Revenue 2014: $114,948Expenses 2014: $82,349Net Income 2014: $32,5992014Revenue 2015: $118,783Expenses 2015: $118,788Net Income 2015: -$52015Revenue 2016: $137,733Expenses 2016: $95,501Net Income 2016: $42,2322016Revenue 2017: $1,615Expenses 2017: $87,846Net Income 2017: -$86,2312017Revenue 2018: $165,469Expenses 2018: $152,599Net Income 2018: $12,8702018Revenue 2019: $125,353Expenses 2019: $193,230Net Income 2019: -$67,8772019Revenue 2020: $128,006Expenses 2020: $98,333Net Income 2020: $29,6732020Revenue 2021: $26,861Expenses 2021: $47,713Net Income 2021: -$20,8522021Revenue 2022: $56,992Expenses 2022: $31,578Net Income 2022: $25,4142022Revenue 2023: $57,465Expenses 2023: $54,826Net Income 2023: $2,6392023Revenue 2024: $62,086Expenses 2024: $52,605Net Income 2024: $9,4812024

Highlighted filing

2024

Revenue$62,086
Expenses$52,605
Net Income$9,481
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$169,694
Liabilities
$0
Net assets
$169,694
Revenue
$62,086
Expenses
$52,605
Net income
$9,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.62$0.53$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.57$0.55$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.57$0.32$0.25
2021Summary only. Only limited summary data is available for this year.$1.53$0.00$0.27$0.48$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.74$1.74$1.28$0.98$0.30
2019Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.25$1.93$0.68
2018Detailed filing. Detailed filing data is available for this year.$1.79$1.79$1.65$1.53$0.13
2017Summary only. Only limited summary data is available for this year.$1.66$0.00$0.02$0.88$0.86
2016Detailed filing. Detailed filing data is available for this year.$2.52$2.52$1.38$0.96$0.42
2015Detailed filing. Detailed filing data is available for this year.$2.10$2.10$1.19$1.19$0.00
2014Summary only. Only limited summary data is available for this year.$2.10$0.00$1.15$0.82$0.33
2013Summary only. Only limited summary data is available for this year.$1.76$0.00$0.87$0.80$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$1.69$0.73$0.61$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$1.57$0.77$0.99$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$66,748
Mission and Program Overview

Mission

The peachtree middle school ptso is a nonprofit 501(c)(3) organization that is responsible for accepting tax-deductible donations and is governed by a chosen not elected board of directors. The ptso promotes long-term educational enhancements and manages the operating budget.

Program Services

DescriptionGrantsExpenses
FACULTY SUPPORT - FACULTY ALLOTMENTS (START UP COSTS FOR EACH TEACHER TO COVER COSTS FOR CLASSROOMS NOT PAID BY SCHOOL), INSTRUCTIONAL SUPPORT MATERIAL, STAFF APPRECIATION.$0$26,081
STUDENT COMMUNITY SUPPORT SERVICES - COMMUNITY AFFAIRS, CLINIC/NURSE, BEAUTIFICATION, STUDENT/PARENT NEWSLETTERS, HOSPITALITY - BENEFITS ALL STUDENTS.$0$8,092
STUDENT ACADEMIC/CULTURAL EDUCATIONAL SUPPORT - BENEFITS ALL STUDENTS AND INCLUDES CHARACTER EDUCATION, STUDENT SHOWCASES, STUDENT ACADEMIC TEAMS, CLASSROOM SUPPORT AND CULTURAL ARTS PROGRAMS.$0$650
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON MORRISCo-President-$0--
KATE HARMERCo-President-$0--
LINDSAY GAINESCo-Treasurer-$0--
LAUREN TRAVISCo-Treasurer-$0--
AUSTEN CROSSLEYSecretary-$0--
ALISIA MILFORTVP Volunteers-$0--
JEFF CANTWELLVP Sports-$0--
KRISTEN RUECKELVP Comm. Outreach-$0--
MICHELLE PEREZPrincipal-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cv Classic 5k Road Race$18,075$10,725$4,662$6,063
Total Events$18,075$10,725$4,662$6,063
Filing and Contact Details

Filer

Filer Name
Peachtree Middle School Ptso Inc
EIN
20-1960621
Phone
6786767702
Address
4664 NORTH PEACHTREE ROAD, DUNWOODY, GA 30338

Signing Officer

Name
Jennifer Dees
Title
Co-treasurer
Phone
6786767702
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Cri Advisors LLC
Address
4004 SUMMIT BLVD NE SUITE 800, ATLANTA, GA 30319
Preparer
Pamela D Hardister CPA
Phone
7703948000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 47.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: it services. Amount: 1,655. Description: faculty support. Amount: 26,081. Description: student classroom support. Amount: 8,742. Description: bank & credit card fees. Amount: 95. Description: patriot games. Amount: 2,862. Description: golf. Amount: 3,147. Description: miscellaneous. Amount: 2,985. Description: teamsnap. Amount: 1,439. Description: ultimate frisbee. Amount: 4,399. Total to form 990-ez, line 16: 51,405.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: prior period adjustment. Amount: 728.”

Raw XML Appendix205 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATE HARMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSAY GAINES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAUREN TRAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AUSTEN CROSSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALISIA MILFORT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP SPORTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP COMM. OUTREACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRINCIPAL
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0728
IRS990EZ/OtherExpensesTotalAmt051405
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PEACHTREE MIDDLE SCHOOL PTSO IS A NONPROFIT 501(C)(3) ORGANIZATION THAT IS RESPONSIBLE FOR ACCEPTING TAX-DEDUCTIBLE DONATIONS AND IS GOVERNED BY A CHOSEN NOT ELECTED BOARD OF DIRECTORS. THE PTSO PROMOTES LONG-TERM EDUCATIONAL ENHANCEMENTS AND MANAGES THE OPERATING BUDGET.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FACULTY SUPPORT - FACULTY ALLOTMENTS (START UP COSTS FOR EACH TEACHER TO COVER COSTS FOR CLASSROOMS NOT PAID BY SCHOOL), INSTRUCTIONAL SUPPORT MATERIAL, STAFF APPRECIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT COMMUNITY SUPPORT SERVICES - COMMUNITY AFFAIRS, CLINIC/NURSE, BEAUTIFICATION, STUDENT/PARENT NEWSLETTERS, HOSPITALITY - BENEFITS ALL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT ACADEMIC/CULTURAL EDUCATIONAL SUPPORT - BENEFITS ALL STUDENTS AND INCLUDES CHARACTER EDUCATION, STUDENT SHOWCASES, STUDENT ACADEMIC TEAMS, CLASSROOM SUPPORT AND CULTURAL ARTS PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026081
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18092
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2650
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CV CLASSIC 5K ROAD RACE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018075
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 47.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: IT SERVICES. AMOUNT: 1,655. DESCRIPTION: FACULTY SUPPORT. AMOUNT: 26,081. DESCRIPTION: STUDENT CLASSROOM SUPPORT. AMOUNT: 8,742. DESCRIPTION: BANK & CREDIT CARD FEES. AMOUNT: 95. DESCRIPTION: PATRIOT GAMES. AMOUNT: 2,862. DESCRIPTION: GOLF. AMOUNT: 3,147. DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,985. DESCRIPTION: TEAMSNAP. AMOUNT: 1,439. DESCRIPTION: ULTIMATE FRISBEE. AMOUNT: 4,399. TOTAL TO FORM 990-EZ, LINE 16: 51,405.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 728.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER DEES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06786767702
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEACHTREE MIDDLE SCHOOL PTSO INC
ReturnHeader/Filer/BusinessNameControlTxt0PEAC
ReturnHeader/Filer/EIN0201960621
ReturnHeader/Filer/PhoneNum06786767702
ReturnHeader/Filer/USAddress/AddressLine1Txt04664 NORTH PEACHTREE ROAD
ReturnHeader/Filer/USAddress/CityNm0DUNWOODY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030338
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0994625061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRI ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04004 SUMMIT BLVD NE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030319
ReturnHeader/PreparerPersonGrp/PhoneNum07703948000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA D HARDISTER CPA
ReturnHeader/ReturnTs02025-05-14T10:25:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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