Civic Intelligence

Eastside Middle School Ptso

990 • Fiscal year 2016 • EIN 20-5460329

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 18, 2017

6925 Hwy 44EMount Washington, KY 40047

(502) 418-0636

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

48th percentile

2.2%

Higher net margin than 48% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

61st percentile

8.3%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$76,186

Up $5,856 (+8.3%) from 2015

Net Assets

Up

$76,186

Up $5,856 (+8.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$267,522

Down $45,605 (-15%) from 2015

Expenses

Down

$261,666

Down $57,291 (-18%) from 2015

Net Income

Up

$5,856

Up $11,686 (+200%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2013: $59,440Liabilities 2013: $0Net Assets 2013: $59,4402013Assets 2014: $76,160Liabilities 2014: $0Net Assets 2014: $76,1602014Assets 2015: $70,330Liabilities 2015: $0Net Assets 2015: $70,3302015Assets 2016: $76,186Liabilities 2016: $0Net Assets 2016: $76,1862016Assets 2017: $96,676Liabilities 2017: $0Net Assets 2017: $96,6762017Assets 2018: $83,509Liabilities 2018: $0Net Assets 2018: $83,5092018Assets 2020: $80,042Liabilities 2020: $0Net Assets 2020: $80,0422020Assets 2021: $71,105Liabilities 2021: $0Net Assets 2021: $71,1052021Assets 2022: $82,583Liabilities 2022: $0Net Assets 2022: $82,5832022

Highlighted filing

2016

Assets$76,186
Liabilities$0
Net Assets$76,186

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2013: $435,037Expenses 2013: $390,174Net Income 2013: $44,8632013Revenue 2014: $364,800Expenses 2014: $348,080Net Income 2014: $16,7202014Revenue 2015: $313,127Expenses 2015: $318,957Net Income 2015: -$5,8302015Revenue 2016: $267,522Expenses 2016: $261,666Net Income 2016: $5,8562016Revenue 2017: $322,730Expenses 2017: $302,240Net Income 2017: $20,4902017Revenue 2018: $327,439Expenses 2018: $340,606Net Income 2018: -$13,1672018Revenue 2020: $284,831Expenses 2020: $292,052Net Income 2020: -$7,2212020Revenue 2021: $109,165Expenses 2021: $118,102Net Income 2021: -$8,9372021Revenue 2022: $259,334Expenses 2022: $247,856Net Income 2022: $11,4782022

Highlighted filing

2016

Revenue$267,522
Expenses$261,666
Net Income$5,856
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 18, 2017
Return Version
2015v3.0
Gross Receipts
$303,982
Mission and Program Overview

Mission

To promote education and welfare of elementary school students

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$70,330$76,186▲ $5,856
Rtn Earn Endowment Incm Other Fnds$70,330$76,186▲ $5,856
Total Assets$70,330$76,186▲ $5,856
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$70,330$76,186▲ $5,856
Total Liabilities and Net Assets / Fund Balance$70,330$76,186▲ $5,856
Compensation and Service Providers

Board Members and Trustees

NameTitle
Faith MurphyPresident
Becky ProctorVice President
Missy KeyesSecretary
Lisa HesterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$231,063
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$36,459
Change in Net Assets
$5,856
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$214,416
Other Expenses$47,250
Total Fundraising Expense$36,460
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$214,416--$214,416
Office Expenses-$7,393-$7,393
Other Expenses-$502$36,460$502
Fees for Services Accounting-$500-$500
Insurance-$276-$276
Fees for Services Legal-$30-$30
Total Functional Expenses$214,416$10,790$36,460$261,666
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eastside Middle SchoolMount Washington, KY501c 3General Support for High School Students$245,217
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$72,919
Fundraising Direct Expenses$36,460
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sales$150,128$150,128$36,460$113,668
Total Events$150,128$150,128$36,460$113,668
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

No review was or will be conducted

Conflict of interest policy compliance Part VI line 12C

In connection with any actual or possible conflict of intereset, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement.after disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. A. An interested person may make a presentation at the governing board or committee meeting, but after the presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict interest. B.the chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person of committee to investigate alternatives to the proposed transaction or arrangement. C. After exercising due diligence, the governing board or committee shall determine whether the organization can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. D. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the governing board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the organizations best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination it shall make its decision as to whether to enter into the transaction or arrangement. A. If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. B. If, after the members response and after making further investigation as warranted by the circumstances, the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.

Governing documents etc available to public Part VI line 19

Documents are provided upon request

Filing and Contact Details

Filer

Filer Name
Eastside Middle School Ptso
EIN
20-5460329
Address
6925 HWY 44E, MOUNT WASHINGTON, KY 40047

Signing Officer

Name
Lisa Hester
Title
Treasurer
Phone
5024180636
Signed
2017-01-18
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
Ky
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
26

Preparer

Firm
Dawson Accounting and Tax Service
Address
650-B CEDAR GROVE RD, SHEPHERDSVILLE, KY 40165-5406
Preparer
Gary W Dawson
Phone
5025431226
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTERESET, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT.AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT INTEREST. B.THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OF COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATIONS BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. A. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER THE MEMBERS RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE PROVIDED UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
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ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY W DAWSON
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ReturnHeader/ReturnTs02017-01-19T14:57:59-05:00
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ReturnHeader/TaxYr02015

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