Civic Intelligence

Simpson Elementary PTO Inc

EIN 20-8780383 • 501(c)3 • Franklin, KY

Profile

Support simpson elementary school needs

721 Witt RoadFranklin, KY 42134

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

31st percentile

-10%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

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.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

17th percentile

-51%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

139%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,200

Down $4,375 (-51%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$4,200

Down $4,375 (-51%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Up

$43,728

Up $25,431 (+139%) from 2021

Expenses

Up

$48,103

Up $32,776 (+214%) from 2021

Net Income

Down

-$4,375

Down $7,345 (-247%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$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

2022

Assets$4,200
Liabilities-
Net Assets$4,200
Open 2022 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest 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

2022

Revenue$43,728
Expenses$48,103
Net Income-$4,375
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,200
Liabilities
-
Net assets
$4,200
Revenue
$43,728
Expenses
$48,103
Net income
-$4,375
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 29, 2022
Return Version
2021v4.2
Gross Receipts
$70,145
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$29,112$18,991
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE MOOREPresident-$0--
AMBER ROSBOTTOMVice President-$0--
JACLYN KONOWSecretary-$0--
JENNIFER DELKTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coke Rewards$351$351-$351
Box Tops$298$298-$298
Total Events$70,145$70,145$26,417$43,728
Filing and Contact Details

Filer

Filer Name
Simpson Elementary Pto Inc
EIN
20-8780383
Phone
2705864414
Address
721 WITT ROAD, FRANKLIN, KY 42134

Signing Officer

Name
Carrie Cook
Title
Treasurer
Phone
2705864414
Signed
2022-09-29
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Activity SIMPSON ELEMENTARY, Grantee SIMPSON ELEMENTARY 721 WITT RD FRANKLIN KY 42134, Cash Grant 29,112, Relationship”

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

“INSURANCE 698”

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

“REWARDS 121”

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

“Teacher expenses and recognition 4,280”

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

“Expenses paid out for students and admin 3,718”

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

“Teacher appreciation week 9,641”

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

“Annual report and copying 208”

Raw XML Appendix173 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER DELK
IRS990EZ/BooksInCareOfDetail/PhoneNum02705864414
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0SIMPSON ELEMENTARY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FRANKLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd042134
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08575
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04200
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4375
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0325
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08575
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04200
IRS990EZ/FundraisingGrossIncomeAmt070145
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029112
IRS990EZ/GrossReceiptsAmt070145
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08575
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04200
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08575
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMBER ROSBOTTOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACLYN KONOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER DELK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018666
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029112
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018991
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026417
IRS990EZ/SpecialEventsNetIncomeLossAmt043728
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt048103
IRS990EZ/TotalProgramServiceExpensesAmt018991
IRS990EZ/TotalRevenueAmt043728
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066948
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt073804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt075421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0247289
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0247289
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031116
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt066948
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073804
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075421
IRS990ScheduleA/Total509Grp/TotalAmt0247289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075421
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0247289
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026417
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COKE REWARDS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOX TOPS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0298
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt069496
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt070145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0298
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt069496
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt070145
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043728
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt026417
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026417
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity SIMPSON ELEMENTARY, Grantee SIMPSON ELEMENTARY 721 WITT RD FRANKLIN KY 42134, Cash Grant 29,112, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REWARDS 121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER EXPENSES AND RECOGNITION 4,280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXPENSES PAID OUT FOR STUDENTS AND ADMIN 3,718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER APPRECIATION WEEK 9,641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ANNUAL REPORT AND COPYING 208
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02705864414
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMPSON ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0SIMP
ReturnHeader/Filer/EIN0208780383
ReturnHeader/Filer/PhoneNum02705864414
ReturnHeader/Filer/USAddress/AddressLine1Txt0721 WITT ROAD
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042134
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271020790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EVERGREEN TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0927 BROOKHAVEN RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042134
ReturnHeader/PreparerPersonGrp/PhoneNum02705869899
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HAL W TOOMEY
ReturnHeader/ReturnTs02022-10-25T11:23:00-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARRIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COOK
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.