Civic Intelligence

Union Year Round Elementary School Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 30-0182708

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 17, 2023

516 Carson StreetGallatin, TN 37066

(615) 686-9413

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

67%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$88,323

Up $14,422 (+20%) from 2022

Net Assets

Up

$88,323

Up $14,422 (+20%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$69,092

Up $27,603 (+67%) from 2022

Expenses

Up

$54,671

Up $13,560 (+33%) from 2022

Net Income

Up

$14,421

Up $14,043 (+3715%) from 2022

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $9,610Net Assets 2011: $9,6102011Assets 2012: $25,654Net Assets 2012: $25,6542012Assets 2013: $30,056Net Assets 2013: $30,0562013Assets 2014: $32,081Net Assets 2014: $32,0812014Assets 2015: $39,209Net Assets 2015: $39,2092015Assets 2016: $35,373Net Assets 2016: $35,3732016Assets 2017: $37,328Net Assets 2017: $37,3282017Assets 2018: $63,673Net Assets 2018: $63,6732018Assets 2019: $88,906Net Assets 2019: $88,9062019Assets 2020: $63,937Net Assets 2020: $63,9372020Assets 2021: $73,522Net Assets 2021: $73,5222021Assets 2022: $73,901Net Assets 2022: $73,9012022Assets 2023: $88,323Net Assets 2023: $88,3232023Assets 2024: $60,478Net Assets 2024: $60,4782024Assets 2025: $66,433Net Assets 2025: $66,4332025

Highlighted filing

2023

Assets$88,323
Liabilities-
Net Assets$88,323

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $33,404Expenses 2011: $35,519Net Income 2011: -$2,1152011Revenue 2012: $58,129Expenses 2012: $42,085Net Income 2012: $16,0442012Revenue 2013: $45,080Expenses 2013: $40,678Net Income 2013: $4,4022013Revenue 2014: $46,200Expenses 2014: $44,175Net Income 2014: $2,0252014Revenue 2015: $56,424Expenses 2015: $49,296Net Income 2015: $7,1282015Revenue 2016: $53,989Expenses 2016: $57,825Net Income 2016: -$3,8362016Revenue 2017: $47,574Expenses 2017: $45,619Net Income 2017: $1,9552017Revenue 2018: $62,217Expenses 2018: $35,872Net Income 2018: $26,3452018Revenue 2019: $76,122Expenses 2019: $50,889Net Income 2019: $25,2332019Revenue 2020: $21,028Expenses 2020: $45,997Net Income 2020: -$24,9692020Revenue 2021: $45,253Expenses 2021: $35,669Net Income 2021: $9,5842021Revenue 2022: $41,489Expenses 2022: $41,111Net Income 2022: $3782022Revenue 2023: $69,092Expenses 2023: $54,671Net Income 2023: $14,4212023Revenue 2024: $32,439Expenses 2024: $60,285Net Income 2024: -$27,8462024Revenue 2025: $86,835Expenses 2025: $80,878Net Income 2025: $5,9572025

Highlighted filing

2023

Revenue$69,092
Expenses$54,671
Net Income$14,421
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 17, 2023
Return Version
2022v5.0
Gross Receipts
$124,838
Mission and Program Overview

Mission

Parent teacher organization engages in various fundraisers for the benefit of the school and it's programs.

Program Services

DescriptionGrantsExpenses
PARENT TEACHER ORGANIZATION ENGAGES IN VARIOUS FUNDRAISERS FOR THE BENEFIT OF THE SCHOOL AND IT'S PROGRAMS.-$54,349
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESIA KINGREYPresident-$0--
ALYSSA TRUESDELLVice Preside-$0--
MICHELLE HEINENSecretary-$0--
STEPHANIE RICHERSONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Penny Drive$30,696$30,696$11,423$19,273
T Shirts$23,219$23,219$18,583$4,636
Total Events$116,460$116,460$53,088$63,372
Filing and Contact Details

Filer

Filer Name
Union Year Round Elementary School
EIN
30-0182708
Address
516 CARSON STREET, GALLATIN, TN 37066

Signing Officer

Name
Teresia Kingrey
Title
President
Signed
2023-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Mcmurray Fox & Associates Pllc
Address
607 COMMONS DR, GALLATIN, TN 37066-6318
Preparer
Jamie Mcmurry
Phone
6154528256
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses supplies 19,845 teacher appreciation 29,499 pto insurance/bond 257 convention/meeting exp 4,725 total 54,326

Form 990-ez, Part II, Line 24

Popcorn machine 27,613 27,613 less accumulated depreciation 27,613 27,613 snowball machine 0 0 greenhouse 0 0 playground equipment 0 0 total 0 0

Form 990-ez, Part III

Parent teacher organization engages in various fundraisers for the benefit of the school and it's programs.

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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054326
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054349
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt055746
IRS990EZ/SpecialEventsNetIncomeLossAmt065808
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054671
IRS990EZ/TotalProgramServiceExpensesAmt054349
IRS990EZ/TotalRevenueAmt069092
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02790
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03637
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0127628
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018583
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 19,845 TEACHER APPRECIATION 29,499 PTO INSURANCE/BOND 257 CONVENTION/MEETING EXP 4,725 TOTAL 54,326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POPCORN MACHINE 27,613 27,613 LESS ACCUMULATED DEPRECIATION 27,613 27,613 SNOWBALL MACHINE 0 0 GREENHOUSE 0 0 PLAYGROUND EQUIPMENT 0 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PARENT TEACHER ORGANIZATION ENGAGES IN VARIOUS FUNDRAISERS FOR THE BENEFIT OF THE SCHOOL AND IT'S PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
TransferPrsnlBnftContractsDecl/DeclarationDesc0(A) DID THE ORGANIZATION, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT? NO (B) DID THE ORGANIZATION, DURING THE YEAR, PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT? NO
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESIA KINGREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION YEAR ROUND ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0300182708
ReturnHeader/Filer/USAddress/AddressLine1Txt0516 CARSON STREET
ReturnHeader/Filer/USAddress/CityNm0GALLATIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037066
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621765435
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCMURRAY FOX & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0607 COMMONS DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GALLATIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370666318
ReturnHeader/PreparerPersonGrp/PhoneNum06154528256
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE MCMURRY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-19T11:04:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERESIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KINGREY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$66.4$66.4$86.8$80.9$5.96
2024Detailed filing. Detailed filing data is available for this year.$60.5$60.5$32.4$60.3$27.8
2023Detailed filing. Detailed filing data is available for this year.$88.3$88.3$69.1$54.7$14.4
2022Detailed filing. Detailed filing data is available for this year.$73.9$73.9$41.5$41.1$0.38
2021Detailed filing. Detailed filing data is available for this year.$73.5$73.5$45.3$35.7$9.58
2020Detailed filing. Detailed filing data is available for this year.$63.9$63.9$21.0$46.0$25.0
2019Detailed filing. Detailed filing data is available for this year.$88.9$88.9$76.1$50.9$25.2
2018Detailed filing. Detailed filing data is available for this year.$63.7$63.7$62.2$35.9$26.3
2017Detailed filing. Detailed filing data is available for this year.$37.3$37.3$47.6$45.6$1.96
2016Detailed filing. Detailed filing data is available for this year.$35.4$35.4$54.0$57.8$3.84
2015Detailed filing. Detailed filing data is available for this year.$39.2$39.2$56.4$49.3$7.13
2014Detailed filing. Detailed filing data is available for this year.$32.1$32.1$46.2$44.2$2.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.1$30.1$45.1$40.7$4.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.7$25.7$58.1$42.1$16.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.61$9.61$33.4$35.5$2.12