Civic Intelligence

Morningside Elementary School PTO Inc.

990EZ • Fiscal year 2016 • EIN 30-0073056

Jul 01, 2015 to Jun 30, 2016 • Filed on May 09, 2017

313 Morningside DriveElizabethtown, KY 42701

(270) 769-3359

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$37,206

Up $4,765 (+15%) from 2015

Net Assets

Up

$37,206

Up $4,765 (+15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$45,353

Up $12,944 (+40%) from 2015

Expenses

Up

$40,588

Up $20,687 (+104%) from 2015

Net Income

Down

$4,765

Down $7,743 (-62%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2015: $32,441Liabilities 2015: $0Net Assets 2015: $32,4412015Assets 2016: $37,206Liabilities 2016: $0Net Assets 2016: $37,2062016Assets 2017: $13,237Liabilities 2017: $0Net Assets 2017: $13,2372017Assets 2018: $23,359Liabilities 2018: $0Net Assets 2018: $23,3592018Assets 2019: $30,602Liabilities 2019: $0Net Assets 2019: $30,6022019Assets 2020: $29,110Liabilities 2020: $0Net Assets 2020: $29,1102020Assets 2021: $6,936Net Assets 2021: $6,9362021

Highlighted filing

2016

Assets$37,206
Liabilities$0
Net Assets$37,206

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2015: $32,409Expenses 2015: $19,901Net Income 2015: $12,5082015Revenue 2016: $45,353Expenses 2016: $40,588Net Income 2016: $4,7652016Revenue 2017: $21,675Expenses 2017: $45,644Net Income 2017: -$23,9692017Revenue 2018: $40,296Expenses 2018: $30,174Net Income 2018: $10,1222018Revenue 2019: $46,747Expenses 2019: $39,504Net Income 2019: $7,2432019Revenue 2020: $42,590Expenses 2020: $44,082Net Income 2020: -$1,4922020Revenue 2021: $5,348Expenses 2021: $27,522Net Income 2021: -$22,1742021

Highlighted filing

2016

Revenue$45,353
Expenses$40,588
Net Income$4,765
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 9, 2017
Return Version
2015v3.0
Gross Receipts
$57,127
Mission and Program Overview

Mission

To raise money to support the students of morningside elementary school.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE WELL-BEING OF STUDENTS OF MORNINGSIDE ELEMENTARY SCHOOL AND TO SUPPORT THE EFFORTS OF PARENTS IN THE PHYSICAL, MENTAL AND SOCIAL EDUCATION OF THEIR CHILD.$0$38,681
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEFANIE GOFFPresident-$0--
SHAWN SIZEMOREVice President-$0--
KATIE CAMPBELLSecretary-$0--
CARLA CHAMBLISSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundraiser$13,907$13,907$9,892$4,015
Fall Festival$13,480$13,480$1,711$11,769
Total Events$27,387$27,387$11,603$15,784
Filing and Contact Details

Filer

Filer Name
Morningside Elementary School Pto Inc
EIN
30-0073056
Phone
2707693359
Address
313 MORNINGSIDE DRIVE, ELIZABETHTOWN, KY 42701

Signing Officer

Name
Carla Chambliss
Title
Treasurer
Phone
2707693359
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Stiles Carter and Associates Psc
Address
2901 RING ROAD, ELIZABETHTOWN, KY 42701
Preparer
Sarah Durham
Phone
2707696371
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 1,445.

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

Description: book fair. Amount: 16,341. Description: panther pride wear. Amount: 7,291. Description: teacher accounts. Amount: 6,589. Description: fine arts program. Amount: 2,256. Description: copier for school. Amount: 1,015. Description: field trips. Amount: 500. Description: teacher appreciation. Amount: 1,578. Description: administration expenses. Amount: 462. Description: miscellaneous. Amount: 2,385. Description: parent involvement/volunteers. Amount: 379. Description: technology fund. Amount: 294. Description: hospitality. Amount: 53. Total to form 990-ez, line 16: 39,143.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 12,599. End of year amount: 11,154.

Raw XML Appendix174 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/BusinessName/BusinessNameLine1Txt0CARLA CHAMBLISS
IRS990EZ/BooksInCareOfDetail/PhoneNum02704013369
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0313 MORNINGSIDE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELIZABETHTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd042701
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEFANIE GOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHAWN SIZEMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARLA CHAMBLISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012599
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011154
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt039143
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE MONEY TO SUPPORT THE STUDENTS OF MORNINGSIDE ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt025431
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE WELL-BEING OF STUDENTS OF MORNINGSIDE ELEMENTARY SCHOOL AND TO SUPPORT THE EFFORTS OF PARENTS IN THE PHYSICAL, MENTAL AND SOCIAL EDUCATION OF THEIR CHILD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038681
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt011774
IRS990EZ/SpecialEventsNetIncomeLossAmt019922
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0908
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0262874
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011603
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013480
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027387
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 1,445.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BOOK FAIR. AMOUNT: 16,341. DESCRIPTION: PANTHER PRIDE WEAR. AMOUNT: 7,291. DESCRIPTION: TEACHER ACCOUNTS. AMOUNT: 6,589. DESCRIPTION: FINE ARTS PROGRAM. AMOUNT: 2,256. DESCRIPTION: COPIER FOR SCHOOL. AMOUNT: 1,015. DESCRIPTION: FIELD TRIPS. AMOUNT: 500. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 1,578. DESCRIPTION: ADMINISTRATION EXPENSES. AMOUNT: 462. DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,385. DESCRIPTION: PARENT INVOLVEMENT/VOLUNTEERS. AMOUNT: 379. DESCRIPTION: TECHNOLOGY FUND. AMOUNT: 294. DESCRIPTION: HOSPITALITY. AMOUNT: 53. TOTAL TO FORM 990-EZ, LINE 16: 39,143.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 12,599. END OF YEAR AMOUNT: 11,154.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA CHAMBLISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02707693359
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORNINGSIDE ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0MORN
ReturnHeader/Filer/EIN0300073056
ReturnHeader/Filer/PhoneNum02707693359
ReturnHeader/Filer/USAddress/AddressLine1Txt0313 MORNINGSIDE DRIVE
ReturnHeader/Filer/USAddress/CityNm0ELIZABETHTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611294705
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STILES CARTER AND ASSOCIATES PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02901 RING ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELIZABETHTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042701
ReturnHeader/PreparerPersonGrp/PhoneNum02707696371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH DURHAM
ReturnHeader/ReturnTs02017-05-15T07:04:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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