Civic Intelligence

Morningside Elementary School PTO Inc.

990EZ • Fiscal year 2020 • EIN 30-0073056

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

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

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

35th percentile

-3.5%

Higher net margin than 35% 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

33rd percentile

-4.9%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

55th percentile

-8.9%

Faster revenue growth than 55% of similar nonprofits.

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

Assets

Down

$29,110

Down $1,492 (-4.9%) from 2019

Net Assets

Down

$29,110

Down $1,492 (-4.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$42,590

Down $4,157 (-8.9%) from 2019

Expenses

Up

$44,082

Up $4,578 (+12%) from 2019

Net Income

Down

-$1,492

Down $8,735 (-121%) from 2019

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

2020

Assets$29,110
Liabilities$0
Net Assets$29,110

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

2020

Revenue$42,590
Expenses$44,082
Net Income-$1,492
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.2
Gross Receipts
$44,113
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$42,637
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDSEY BRIDGESPresident-$0--
KASEY MCCRARYVice President-$0--
SHANNON SHIRTSSecretary-$0--
JAKE DRUENTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festival$20,527$20,527$1,021$19,506
Spring Fundraiser$4,697$4,697$471$4,226
Total Events$25,224$25,224$1,492$23,732
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
Jake Druen
Title
Treasurer
Phone
2707693359
Signed
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Sca Cpas and Advisors Pllc
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: 7,629. Description: fine arts program. Amount: 1,375. Description: copier for school. Amount: 980. Description: teacher appreciation. Amount: 2,310. Description: administration expenses. Amount: 467. Description: program service expenses. Amount: 15,752. Description: book fair. Amount: 8,371. Description: panther pride wear. Amount: 4,167. Description: family events. Amount: 547. Description: field trips. Amount: 265. Description: nsf. Amount: 774. Total to form 990-ez, line 16: 42,637.

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

Description: other depreciable assets. Beg. Of year amount: 6,819. End of year amount: 5,374.

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/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/PersonNm0LINDSEY BRIDGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KASEY MCCRARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNON SHIRTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAKE DRUEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06819
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05374
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt042637
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE MONEY TO SUPPORT THE STUDENTS OF MORNINGSIDE ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt017814
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/ProgramServiceExpensesAmt042637
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0300
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0240302
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt04697
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04697
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 1,445.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TEACHER ACCOUNTS. AMOUNT: 7,629. DESCRIPTION: FINE ARTS PROGRAM. AMOUNT: 1,375. DESCRIPTION: COPIER FOR SCHOOL. AMOUNT: 980. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 2,310. DESCRIPTION: ADMINISTRATION EXPENSES. AMOUNT: 467. DESCRIPTION: PROGRAM SERVICE EXPENSES. AMOUNT: 15,752. DESCRIPTION: BOOK FAIR. AMOUNT: 8,371. DESCRIPTION: PANTHER PRIDE WEAR. AMOUNT: 4,167. DESCRIPTION: FAMILY EVENTS. AMOUNT: 547. DESCRIPTION: FIELD TRIPS. AMOUNT: 265. DESCRIPTION: NSF. AMOUNT: 774. TOTAL TO FORM 990-EZ, LINE 16: 42,637.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 6,819. END OF YEAR AMOUNT: 5,374.
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAKE DRUEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02707693359
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-14
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/PreparerFirmEIN0842162975
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCA CPAS AND ADVISORS PLLC
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/ReturnTs02021-05-14T14:32:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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