Civic Intelligence

Simpson Elementary PTO Inc

990EZ • Fiscal year 2021 • EIN 20-8780383

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 15, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

60th percentile

16%

Higher net margin than 60% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

81st percentile

53%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-51%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$8,575

Up $2,970 (+53%) from 2020

Net Assets

Up

$8,575

Up $2,970 (+53%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Down

$18,297

Down $19,385 (-51%) from 2020

Expenses

Down

$15,327

Down $24,660 (-62%) from 2020

Net Income

Up

$2,970

Up $5,275 (+229%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2021

Assets$8,575
Liabilities-
Net Assets$8,575
Open 2021 Filing

Operations Trend

Revenue Growth16th 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

2021

Revenue$18,297
Expenses$15,327
Net Income$2,970
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 15, 2021
Return Version
2020v4.1
Gross Receipts
$31,116
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-$14,352
Compensation and Service Providers
Top Officer Pay77th 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
Miscellaneous Fundraisers$30,866$30,866$12,819$18,047
Total Events$30,866$30,866$12,819$18,047
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
Signed
2021-10-15
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 16, Other Expenses

“INSURANCE 506”

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

“Teacher expenses and recognition 3,472”

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

“School program for students 4,678”

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

“Teacher appreciation week 6,203”

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

“Annual report and copying 143”

Raw XML Appendix163 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/BOYAmt05605
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08575
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0250
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02970
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0325
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05605
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08575
IRS990EZ/FundraisingGrossIncomeAmt030866
IRS990EZ/GrossReceiptsAmt031116
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05605
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08575
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05605
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08575
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/OtherExpensesTotalAmt015002
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/ProgramServiceExpensesAmt014352
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012819
IRS990EZ/SpecialEventsNetIncomeLossAmt018047
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt015327
IRS990EZ/TotalProgramServiceExpensesAmt014352
IRS990EZ/TotalRevenueAmt018297
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt066948
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt073804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt075421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt060447
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0307736
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/PublicSupportTotal509Amt0307736
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031116
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066948
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073804
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060447
IRS990ScheduleA/Total509Grp/TotalAmt0307736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060447
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0307736
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012819
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MISCELLANEOUS FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030866
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018047
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012819
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012819
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE 506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER EXPENSES AND RECOGNITION 3,472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL PROGRAM FOR STUDENTS 4,678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER APPRECIATION WEEK 6,203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL REPORT AND COPYING 143
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER DELK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMPSON ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0SIMP
ReturnHeader/Filer/EIN0208780383
ReturnHeader/Filer/PhoneNum02707763881
ReturnHeader/Filer/USAddress/AddressLine1Txt0721 WITT ROAD
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042134
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/PreparationDt02021-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HAL W TOOMEY
ReturnHeader/ReturnTs02021-10-15T04:50:48-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DELK
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,575
Liabilities
-
Net assets
$8,575
Revenue
$18,297
Expenses
$15,327
Net income
$2,970
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