Civic Intelligence

Simpson Elementary School PTO

990EZ • Fiscal year 2020 • EIN 20-8780383

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 28, 2020

Organization ProfileN/A
721 Witt RoadFranklin, KY 42134

(270) 776-3881

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$5,605

Down $2,305 (-29%) from 2019

Net Assets

Down

$5,605

Down $2,305 (-29%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$37,682

Up $2,753 (+7.9%) from 2019

Expenses

Up

$39,987

Up $4,327 (+12%) from 2019

Net Income

Down

-$2,305

Down $1,574 (-215%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$5,605
Liabilities-
Net Assets$5,605
Open 2020 Filing

Operations Trend

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

2020

Revenue$37,682
Expenses$39,987
Net Income-$2,305
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 28, 2020
Return Version
2019v5.1
Gross Receipts
$66,948
Mission and Program Overview

Mission

Support simpson elementary school needs

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDING FOR FURNITURE, EQUIPMENT AND CLASSROOM NEEDS AS WELL AS HELP FUND EVENTS FOR THE STUDENTS OF SIMPSON ELEMENTARY SCHOOL FRANKLIN KY$27,300$11,864
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARA FORSHEEPresident-$0--
JACLYN KONOWVice President-$0--
STEPHANIE MOORESecretary-$0--
ERIN SPEARSTreasurer-$0--
MALLORY CARDWELLBox Top Coord-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Fundraisers$65,748$65,748$29,037$36,711
Raffle$950$950$229$721
Total Events$66,698$66,698$29,266$37,432
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
Jennifer Delk
Title
Treasurer
Phone
2707766705
Signed
2020-08-28
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

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity GRANT, Grantee SIMPSON ELEMENTARY WITT ROAD FRANKLIN KY 42134, Cash Grant 27,300, Relationship”

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

“INSURANCE 483”

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

“AWARDS 6,293”

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

“Teacher expenses and recognition 1,500”

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

“School program for students 825”

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

“Teacher appreciation week 3,246”

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

“ANNUAL REPORT 15”

Raw XML Appendix181 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/PersonNm4MALLORY CARDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOX TOP COORD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012362
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT SIMPSON ELEMENTARY SCHOOL NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDING FOR FURNITURE, EQUIPMENT AND CLASSROOM NEEDS AS WELL AS HELP FUND EVENTS FOR THE STUDENTS OF SIMPSON ELEMENTARY SCHOOL FRANKLIN KY
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IRS990EZ/SpecialEventsDirectExpensesAmt029266
IRS990EZ/SpecialEventsNetIncomeLossAmt037432
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt037682
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt066948
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073804
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0340589
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/TotalAmt0340589
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066948
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0340589
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RAFFLE
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IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity GRANT, Grantee SIMPSON ELEMENTARY WITT ROAD FRANKLIN KY 42134, Cash Grant 27,300, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AWARDS 6,293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER EXPENSES AND RECOGNITION 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL PROGRAM FOR STUDENTS 825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER APPRECIATION WEEK 3,246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ANNUAL REPORT 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER DELK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02707766705
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMPSON ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0SIMP
ReturnHeader/Filer/EIN0208780383
ReturnHeader/Filer/PhoneNum02707763881
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ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
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ReturnHeader/FilingSecurityInformation/IPTm020:36:23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EVERGREEN TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0927 BROOKHAVEN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042134
ReturnHeader/PreparerPersonGrp/PhoneNum02705869899
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HAL W TOOMEY
ReturnHeader/ReturnTs02020-08-28T03:28:20-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,605
Liabilities
-
Net assets
$5,605
Revenue
$37,682
Expenses
$39,987
Net income
-$2,305
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