Civic Intelligence

Coal Mountain PTO Inc.

990EZ • Fiscal year 2020 • EIN 26-2923335

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 19, 2020

Organization Profile
3455 Coal Mountain DriveCumming, GA 30028

(770) 887-7705

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

18th percentile

-28%

Higher net margin than 18% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

13th percentile

-33%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-28%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$21,660

Down $10,539 (-33%) from 2019

Net Assets

Down

$21,660

Down $10,539 (-33%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin18th percentile

Revenue

Down

$37,044

Down $14,414 (-28%) from 2019

Expenses

Up

$47,583

Up $3,932 (+9.0%) from 2019

Net Income

Down

-$10,539

Down $18,346 (-235%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$40K$30K$20K$10K$0Assets 2019: $32,199Liabilities 2019: $0Net Assets 2019: $32,1992019Assets 2020: $21,660Liabilities 2020: $0Net Assets 2020: $21,6602020Assets 2021: $16,061Liabilities 2021: $0Net Assets 2021: $16,0612021

Highlighted filing

2020

Assets$21,660
Liabilities$0
Net Assets$21,660
Open 2020 Filing

Operations Trend

Revenue Growth37th percentile

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

$60K$40K$20K$0-$20KRevenue 2019: $51,458Expenses 2019: $43,651Net Income 2019: $7,8072019Revenue 2020: $37,044Expenses 2020: $47,583Net Income 2020: -$10,5392020Revenue 2021: $17,496Expenses 2021: $18,573Net Income 2021: -$1,0772021

Highlighted filing

2020

Revenue$37,044
Expenses$47,583
Net Income-$10,539
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 19, 2020
Return Version
2019v5.1
Gross Receipts
$53,540
Mission and Program Overview

Mission

Support coal mountain elementary school

Program Services

DescriptionGrantsExpenses
SCHOOL SUPPORT AND IMPROVEMENT-$38,262
FAMILY ENGAGEMENT-$5,960
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLY MILLERPresidentPT$0--
SHANNON KITCHENSTreasurerPT$0--
NADINE BAKERCommunicationssecretaryPT$0--
KATHRYN ANDERSONRoom Mom CoordinatorPT$0--
JENNIFER FARRVice PresidentPT$0--
CORNELIA RAYVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Shop$10,272$10,272$6,893$3,379
Color Run$9,596$9,596$2,934$6,662
Total Events$30,398$30,398$16,495$13,903
Filing and Contact Details

Filer

Filer Name
Coal Mountain Pto Inc
EIN
26-2923335
Address
3455 COAL MOUNTAIN DRIVE, CUMMING, GA 30028

Signing Officer

Name
Shannon Kitchens
Title
Treasurer
Signed
2020-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Matrixtbsc Inc
Address
320 Dahlonega St, Cumming, GA 30040
Preparer
Ann K Crow
Phone
7708894050
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountrebates 918yearbook 3,743”

Description of other expenses Part I line 16

“Description amountprogram expense 20,9415th grade graduation 1,197admin 1,732field day 567clinic 254school improvement 8,028staff appreciation 9,744other events 5,120”

Raw XML Appendix186 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07708877705
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CUMMING
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHELLY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANNON KITCHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NADINE BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHRYN ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER FARR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CORNELIA RAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2COMMUNICATIONSSECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ROOM MOM COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt047583
IRS990EZ/OtherRevenueTotalAmt04661
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT COAL MOUNTAIN ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt011043
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FAMILY ENGAGEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038262
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15960
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016496
IRS990EZ/SpecialEventsNetIncomeLossAmt013902
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047583
IRS990EZ/TotalProgramServiceExpensesAmt044222
IRS990EZ/TotalRevenueAmt037044
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010118
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050597
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0937
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt077525
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014321
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0141828
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0219353
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018481
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024439
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COLOR RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY SHOP
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010530
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTREBATES 918YEARBOOK 3,743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPROGRAM EXPENSE 20,9415TH GRADE GRADUATION 1,197ADMIN 1,732FIELD DAY 567CLINIC 254SCHOOL IMPROVEMENT 8,028STAFF APPRECIATION 9,744OTHER EVENTS 5,120
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON KITCHENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COAL MOUNTAIN PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0COAL
ReturnHeader/Filer/EIN0262923335
ReturnHeader/Filer/USAddress/AddressLine1Txt03455 COAL MOUNTAIN DRIVE
ReturnHeader/Filer/USAddress/CityNm0CUMMING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030028
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.89.70.177
ReturnHeader/FilingSecurityInformation/IPDt02020-10-21
ReturnHeader/FilingSecurityInformation/IPTm016:35:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581702749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Matrixtbsc Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 Dahlonega St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cumming
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030040
ReturnHeader/PreparerPersonGrp/PhoneNum07708894050
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ann K Crow
ReturnHeader/ReturnTs02020-10-21T11:56:09-04:00
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
$21,660
Liabilities
$0
Net assets
$21,660
Revenue
$37,044
Expenses
$47,583
Net income
-$10,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$17.5$18.6$1.08
2020Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$37.0$47.6$10.5
2019Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$51.5$43.7$7.81