Civic Intelligence

Atoka Elementary PTO

EIN 26-2848594 • 501(c)3 • Atoka, TN

Profile

PUBLIC SCHOOL SPORTS

870 Rosemark RoadAtoka, TN 38004

atokapto.com

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

47th percentile

0.4%

Higher net margin than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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

37th percentile

-12%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

61st percentile

7.7%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$20,336

Up $11,525 (+131%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$20,336

Up $11,525 (+131%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

Up

$37,731

Up $406 (+1.1%) from 2024

Expenses

Down

$37,593

Down $20,428 (-35%) from 2024

Net Income

Up

$138

Up $20,834 (+101%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$60K$40K$20K$0Assets 2017: $55,925Net Assets 2017: $55,9252017Assets 2018: $31,926Net Assets 2018: $31,9262018Assets 2019: $24,296Net Assets 2019: $24,2962019Assets 2020: $26,827Net Assets 2020: $26,8272020Assets 2021: $17,688Net Assets 2021: $17,6882021Assets 2022: $29,507Net Assets 2022: $29,5072022Assets 2024: $8,811Net Assets 2024: $8,8112024Assets 2025: $20,336Net Assets 2025: $20,3362025

Highlighted filing

2025

Assets$20,336
Liabilities-
Net Assets$20,336
Open 2025 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2017: $65,772Expenses 2017: $26,477Net Income 2017: $39,2952017Revenue 2018: $60,189Expenses 2018: $84,188Net Income 2018: -$23,9992018Revenue 2019: $116,954Expenses 2019: $124,584Net Income 2019: -$7,6302019Revenue 2020: $48,909Expenses 2020: $46,378Net Income 2020: $2,5312020Revenue 2021: $17,005Expenses 2021: $26,144Net Income 2021: -$9,1392021Revenue 2022: $30,200Expenses 2022: $18,381Net Income 2022: $11,8192022Revenue 2024: $37,325Expenses 2024: $58,021Net Income 2024: -$20,6962024Revenue 2025: $37,731Expenses 2025: $37,593Net Income 2025: $1382025

Highlighted filing

2025

Revenue$37,731
Expenses$37,593
Net Income$138
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,336
Liabilities
-
Net assets
$20,336
Revenue
$37,731
Expenses
$37,593
Net income
$138
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.38$0.38$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.37$0.58$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.30$0.18$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.17$0.26$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.49$0.46$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.24$1.17$1.25$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.60$0.84$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.66$0.26$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 23, 2025
Return Version
2024v5.2
Gross Receipts
$37,731
Mission and Program Overview

Mission

To provide support to Atoka Elementary School

To support the students and staff of Atoka Elementary School

Program Services

DescriptionGrantsExpenses
Support local elementary school students and teachers$14,302$14,302
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie ZimmermanPresidentPT$0--
Kathy LuciusTreasurerPT$0--
Amanda LevineSecretaryPT$0--
Kathleen StewartVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Santa shop$15,716$15,716$5,932$9,784
Total Events$41,600$41,600$16,450$25,150
Filing and Contact Details

Filer

Filer Name
Atoka Elementary PTO
EIN
26-2848594
Phone
9014220859
Address
870 Rosemark Road, Atoka, TN 38004

Signing Officer

Name
Kathy Lucius
Title
Treasurer
Phone
9014220859
Signed
2025-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Balanced Bookkeeping Services
Address
1500 Munford Ave Ste 107, Munford, TN 38058
Preparer
Leigh DeWitt
Phone
9016068890
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Supplies 17259.”

Form 990EZ, Part I, Line 16

“Teacher meals 5454.”

Form 990EZ, Part I, Line 16

“Square 23.”

Form 990EZ, Part I, Line 16

“Gift cards 14302.”

Raw XML Appendix179 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/PersonNm0Kathy Lucius
IRS990EZ/BooksInCareOfDetail/PhoneNum09014220859
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0870 Rosemark Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Atoka
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038004
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020198
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020336
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010396
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0138
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0555
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020198
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020336
IRS990EZ/FundraisingGrossIncomeAmt025149
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt037731
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02186
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020198
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020336
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020198
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020336
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katie Zimmerman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kathy Lucius
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amanda Levine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kathleen Stewart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037038
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the students and staff of Atoka Elementary School
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support local elementary school students and teachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014302
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014302
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt025149
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037593
IRS990EZ/TotalProgramServiceExpensesAmt014302
IRS990EZ/TotalRevenueAmt037731
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0atokapt.com
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0620008710
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt025613
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Atoka Elementary
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt025613
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016450
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Santa shop
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015716
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt025884
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015716
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025884
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041600
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025150
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010518
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016450
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05932
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 17259.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher meals 5454.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Square 23.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Gift cards 14302.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Lucius
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09014220859
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Atoka Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0ATOK
ReturnHeader/Filer/EIN0262848594
ReturnHeader/Filer/PhoneNum09014220859
ReturnHeader/Filer/USAddress/AddressLine1Txt0870 Rosemark Road
ReturnHeader/Filer/USAddress/CityNm0Atoka
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038004
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0992717813
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Balanced Bookkeeping Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 Munford Ave Ste 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Munford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038058
ReturnHeader/PreparerPersonGrp/PhoneNum09016068890
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leigh DeWitt
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-23T11:23:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.