Civic Intelligence

Morningside Elementary School PTO Inc.

990EZ • Fiscal year 2018 • EIN 30-0073056

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 08, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

89th percentile

76%

Faster asset growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

86%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$23,359

Up $10,122 (+76%) from 2017

Net Assets

Up

$23,359

Up $10,122 (+76%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$40,296

Up $18,621 (+86%) from 2017

Expenses

Down

$30,174

Down $15,470 (-34%) from 2017

Net Income

Up

$10,122

Up $34,091 (+142%) from 2017

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 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

2018

Assets$23,359
Liabilities$0
Net Assets$23,359

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 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

2018

Revenue$40,296
Expenses$30,174
Net Income$10,122
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 8, 2018
Return Version
2017v2.3
Gross Receipts
$42,184
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$28,727
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDSEY BRIDGESPresident-$0--
ANDREA HUFFVice President-$0--
KATIE CAMPBELLVice President-$0--
LISA WASCHERLESecretary-$0--
CARLA CHAMBLISSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festival$10,204$10,204$1,527$8,677
Spring Fundraiser$9,336$9,336$291$9,045
Total Events$19,540$19,540$1,818$17,722
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
2018-08-08
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: teacher accounts. Amount: 5,923. Description: fine arts program. Amount: 3,175. Description: field trips. Amount: 1,000. Description: teacher appreciation. Amount: 1,389. Description: administration expenses. Amount: 914. Description: miscellaneous. Amount: 979. Description: book fair. Amount: 9,215. Description: parent involvement. Amount: 468. Description: panther pride wear. Amount: 5,666. Total to form 990-ez, line 16: 28,729.

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

Description: other depreciable assets. Beg. Of year amount: 9,709. End of year amount: 8,264.

Raw XML Appendix187 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/ActivitiesNotPreviouslyRptInd00
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/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0315
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013237
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IRS990EZ/OccupancyRentUtltsAndMaintAmt01445
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDSEY BRIDGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREA HUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA WASCHERLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARLA CHAMBLISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09709
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08264
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt028729
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE MONEY TO SUPPORT THE STUDENTS OF MORNINGSIDE ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt019594
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/ProgramServiceExpensesAmt028727
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt020387
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt028727
IRS990EZ/TotalRevenueAmt040296
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02199
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041868
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057126
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050154
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0253843
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01818
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09336
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010204
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09336
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010204
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017722
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0291
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 1,445.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TEACHER ACCOUNTS. AMOUNT: 5,923. DESCRIPTION: FINE ARTS PROGRAM. AMOUNT: 3,175. DESCRIPTION: FIELD TRIPS. AMOUNT: 1,000. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 1,389. DESCRIPTION: ADMINISTRATION EXPENSES. AMOUNT: 914. DESCRIPTION: MISCELLANEOUS. AMOUNT: 979. DESCRIPTION: BOOK FAIR. AMOUNT: 9,215. DESCRIPTION: PARENT INVOLVEMENT. AMOUNT: 468. DESCRIPTION: PANTHER PRIDE WEAR. AMOUNT: 5,666. TOTAL TO FORM 990-EZ, LINE 16: 28,729.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 9,709. END OF YEAR AMOUNT: 8,264.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA CHAMBLISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02707693359
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId09FE1A3C234844E566D3C0F140AF0F2EA64402A0D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00F6C61E20CBF413934A05F0FA4C0B93C5222D701
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-08-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:52:45
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/ReturnTs02018-08-22T11:50:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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