Civic Intelligence

Eastside Middle School Ptso

990 • Fiscal year 2018 • EIN 20-5460329

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

6925 Hwy 44EMount Washington, KY 40047

(502) 492-4378

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

32nd percentile

-4.0%

Higher net margin than 32% 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

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

51st percentile

1.5%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Down

$83,509

Down $13,167 (-14%) from 2017

Net Assets

Down

$83,509

Down $13,167 (-14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$327,439

Up $4,709 (+1.5%) from 2017

Expenses

Up

$340,606

Up $38,366 (+13%) from 2017

Net Income

Down

-$13,167

Down $33,657 (-164%) from 2017

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

2018

Assets$83,509
Liabilities$0
Net Assets$83,509

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

2018

Revenue$327,439
Expenses$340,606
Net Income-$13,167
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.2
Gross Receipts
$354,570
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$96,676$83,509▼ $13,167
Rtn Earn Endowment Incm Other Fnds$96,676$83,509▼ $13,167
Total Assets$96,676$83,509▼ $13,167
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$96,676$83,509▼ $13,167
Total Liabilities and Net Assets / Fund Balance$96,676$83,509▼ $13,167
Compensation and Service Providers

Board Members and Trustees

NameTitle
Faith MurphyPresident
Dustin NortonVice President
Jackie MathewsSecretary
Christie ClementsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$302,313
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$25,126
Change in Net Assets
$-13,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$310,431
Other Expenses$30,175
Total Fundraising Expense$27,131
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$310,431--$310,431
Office Expenses-$2,404-$2,404
Fees for Services Accounting-$540-$540
Other Expenses-$100$27,131$100
Total Functional Expenses$310,431$3,044$27,131$340,606
International Activity

Grant and Assistance Recipients

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

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$52,257
Fundraising Direct Expenses$27,131
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundrasing 1$181,936$52,257$27,131$25,126
Total Events$181,936$52,257$27,131$25,126
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
Faith Murphy
Title
President
Phone
5024924378
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
Ky
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
27

Preparer

Firm
Dawson Accounting and Tax Service
Address
650-B CEDAR GROVE RD, SHEPHERDSVILLE, KY 40165
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FAITH MURPHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05024924378
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EASTSIDE MIDDLE SCHOOL PTSO
ReturnHeader/Filer/BusinessNameControlTxt0EAST
ReturnHeader/Filer/EIN0205460329
ReturnHeader/Filer/USAddress/AddressLine1Txt06925 HWY 44E
ReturnHeader/Filer/USAddress/CityNm0MOUNT WASHINGTON
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ReturnHeader/Filer/USAddress/ZIPCd040047
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AE827F46E29F534F07027984E007DFEB9D6B4C19
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06122352019084c5simf1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-03-25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.131.102.93
ReturnHeader/FilingSecurityInformation/IPDt02019-03-25
ReturnHeader/FilingSecurityInformation/IPTm017:10:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208557720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAWSON ACCOUNTING AND TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650-B CEDAR GROVE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHEPHERDSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040165
ReturnHeader/PreparerPersonGrp/PhoneNum05025431226
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY W DAWSON
ReturnHeader/ReturnTs02019-03-25T17:09:29-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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