Civic Intelligence

Morningside Elementary School PTO Inc.

990EZ • Fiscal year 2017 • EIN 30-0073056

Jul 01, 2016 to Jun 30, 2017 • Filed on May 07, 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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-111%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

6th percentile

-64%

Faster asset growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-52%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$13,237

Down $19,204 (-59%) from 2015

Net Assets

Down

$13,237

Down $19,204 (-59%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$21,675

Down $10,734 (-33%) from 2015

Expenses

Up

$45,644

Up $25,743 (+129%) from 2015

Net Income

Down

-$23,969

Down $36,477 (-292%) 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 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

2017

Assets$13,237
Liabilities$0
Net Assets$13,237

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

2017

Revenue$21,675
Expenses$45,644
Net Income-$23,969
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 7, 2018
Return Version
2016v3.0
Gross Receipts
$48,706
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$44,199
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWN SIZEMOREPresident-$0--
ANDREA HUFFVice President-$0--
STEPHANIE GOFFVice President-$0--
KATIE CAMPBELLSecretary-$0--
CARLA CHAMBLISSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festival$11,622$11,622$1,551$10,071
Spring Fundraiser$9,004$9,004$25,346$-16,342
Total Events$20,626$20,626$26,897$-6,271
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
2018-05-07
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: 6,862. Description: fine arts program. Amount: 2,525. Description: copier for school. Amount: 1,015. Description: field trips. Amount: 1,000. Description: teacher appreciation. Amount: 2,004. Description: administration expenses. Amount: 992. Description: miscellaneous. Amount: 4,420. Description: technology fund. Amount: 584. Description: book fair. Amount: 12,661. Description: parent involvement. Amount: 470. Description: panther pride wear. Amount: 11,622. Description: open house. Amount: 44. Total to form 990-ez, line 16: 44,199.

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

Description: other depreciable assets. Beg. Of year amount: 11,154. End of year amount: 9,709.

Raw XML Appendix188 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/PhoneNum02704013369
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELIZABETHTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAWN SIZEMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREA HUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE GOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE CAMPBELL
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/BOYAmt011154
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09709
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt044199
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE MONEY TO SUPPORT THE STUDENTS OF MORNINGSIDE ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt024182
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
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-2807
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalRevenueAmt021675
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011622
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 1,445.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TEACHER ACCOUNTS. AMOUNT: 6,862. DESCRIPTION: FINE ARTS PROGRAM. AMOUNT: 2,525. DESCRIPTION: COPIER FOR SCHOOL. AMOUNT: 1,015. DESCRIPTION: FIELD TRIPS. AMOUNT: 1,000. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 2,004. DESCRIPTION: ADMINISTRATION EXPENSES. AMOUNT: 992. DESCRIPTION: MISCELLANEOUS. AMOUNT: 4,420. DESCRIPTION: TECHNOLOGY FUND. AMOUNT: 584. DESCRIPTION: BOOK FAIR. AMOUNT: 12,661. DESCRIPTION: PARENT INVOLVEMENT. AMOUNT: 470. DESCRIPTION: PANTHER PRIDE WEAR. AMOUNT: 11,622. DESCRIPTION: OPEN HOUSE. AMOUNT: 44. TOTAL TO FORM 990-EZ, LINE 16: 44,199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 11,154. END OF YEAR AMOUNT: 9,709.
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/SignatureDt02018-05-07
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/AtSubmissionCreationDeviceId003A307EBF2760CC8EDCE2B72AEE776E5E2202002
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01E5BB8CB4C8BD9366F5C11CF3E64CB1DB13F3C02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:20:53
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/ReturnTs02018-05-15T13:56:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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