Civic Intelligence

Simpson Elementary School PTO

990EZ • Fiscal year 2018 • EIN 20-8780383

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 22, 2018

Organization ProfileN/A
721 Witt RoadFranklin, KY 42134

(270) 776-3881

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

9th percentile

-44%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% 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

7th percentile

-58%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

48th percentile

-0.1%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,641

Down $12,051 (-58%) from 2017

Net Assets

Down

$8,641

Down $12,051 (-58%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$27,120

Down $34 (-0.1%) from 2017

Expenses

Up

$39,172

Up $20,450 (+109%) from 2017

Net Income

Down

-$12,052

Down $20,484 (-243%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$30K$20K$10K$0Assets 2016: $12,260Liabilities 2016: $0Net Assets 2016: $12,2602016Assets 2017: $20,692Liabilities 2017: $0Net Assets 2017: $20,6922017Assets 2018: $8,641Net Assets 2018: $8,6412018Assets 2019: $7,910Net Assets 2019: $7,9102019Assets 2020: $5,605Net Assets 2020: $5,6052020Assets 2021: $8,575Net Assets 2021: $8,5752021Assets 2022: $4,200Net Assets 2022: $4,2002022

Highlighted filing

2018

Assets$8,641
Liabilities-
Net Assets$8,641
Open 2018 Filing

Operations Trend

Revenue Growth48th percentile

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

$60K$40K$20K$0-$20KRevenue 2016: $27,606Expenses 2016: $17,335Net Income 2016: $10,2712016Revenue 2017: $27,154Expenses 2017: $18,722Net Income 2017: $8,4322017Revenue 2018: $27,120Expenses 2018: $39,172Net Income 2018: -$12,0522018Revenue 2019: $34,929Expenses 2019: $35,660Net Income 2019: -$7312019Revenue 2020: $37,682Expenses 2020: $39,987Net Income 2020: -$2,3052020Revenue 2021: $18,297Expenses 2021: $15,327Net Income 2021: $2,9702021Revenue 2022: $43,728Expenses 2022: $48,103Net Income 2022: -$4,3752022

Highlighted filing

2018

Revenue$27,120
Expenses$39,172
Net Income-$12,052
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 22, 2018
Return Version
2017v2.2
Gross Receipts
$75,621
Mission and Program Overview

Mission

Support simpson elementary school needs

SEE ATTACHMENT ONE

Program Services

DescriptionGrantsExpenses
SCHOOL IMPROVEMENTS AND EDUCATIONAL EQUIPMENT$29,943$29,943
TO PROVIDE ADDITIONAL CLASSROOM MATERIALS, STUDENT MOTIVATION AND TEACHER APPRECIATION-$7,681
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARA FORSHEEPresident-$0--
JACLYN KONOWVice President-$0--
NATALIE MCCUTCHEONSecretary-$0--
MELISHA TURNERTreasurer-$0--
BOBBIE ROBERTSBox Top Coordinator-$0--
CORINE GEHRETFundraising-$0--
NICOLE LAWFundraising-$0--
CHRISTY STRADTNERFundraising-$0--
LAURA DOTYFundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$75,423$75,423$48,503$26,920
Total Events$75,423$75,423$48,503$26,920
Filing and Contact Details

Filer

Filer Name
Simpson Elementary Pto Inc
EIN
20-8780383
Phone
2707763881
Address
721 WITT ROAD, FRANKLIN, KY 42134

Signing Officer

Name
Lara Forshee
Title
President
Signed
2018-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Evergreen Tax Service
Address
927 BROOKHAVEN ROAD, FRANKLIN, KY 42134
Preparer
Hal W Toomey
Phone
2705869899
Supplemental Narrative

Additional Explanations

Part I Line 10

“Grants consisted of monies to simpson elementary school for bleachers for gym, security cameras, sound equipment and chromebooks for classrooms”

Part I Line 16

“Administration costs for pto organization”

Part III Statement of Purpose

“To support and promote the education of the students of simpson elementary school”

Raw XML Appendix169 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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LARA FORSHEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LAURA DOTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOX TOP COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8FUNDRAISING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01148
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029943
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IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt027120
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt075421
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt060447
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt063969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051790
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075621
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt048503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS CONSISTED OF MONIES TO SIMPSON ELEMENTARY SCHOOL FOR BLEACHERS FOR GYM, SECURITY CAMERAS, SOUND EQUIPMENT AND CHROMEBOOKS FOR CLASSROOMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATION COSTS FOR PTO ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO SUPPORT AND PROMOTE THE EDUCATION OF THE STUDENTS OF SIMPSON ELEMENTARY SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART III STATEMENT OF PURPOSE
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/Filer/PhoneNum02707763881
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.246.94.107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271020790
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042134
ReturnHeader/PreparerPersonGrp/PhoneNum02705869899
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HAL W TOOMEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-07T09:47:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,641
Liabilities
-
Net assets
$8,641
Revenue
$27,120
Expenses
$39,172
Net income
-$12,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$4.20$4.20$43.7$48.1$4.38
2021Detailed filing. Detailed filing data is available for this year.$8.58$8.58$18.3$15.3$2.97
2020Detailed filing. Detailed filing data is available for this year.$5.61$5.61$37.7$40.0$2.31
2019Detailed filing. Detailed filing data is available for this year.$7.91$7.91$34.9$35.7$0.73
2018Detailed filing. Detailed filing data is available for this year.$8.64$8.64$27.1$39.2$12.1
2017Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$27.2$18.7$8.43
2016Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$27.6$17.3$10.3