Civic Intelligence

Julia Green School Parent Teacher Organization

EIN 30-0278216 • 501(c)3 • Nashville, TN

Pub. 78 Eligible

Profile

The mission of julia green elementary school's pto is to be an inclusive community of parents and teachers supporting the school's mission to create a foundation that encourages compassion, tolerance, integrity and commitment to learning for all students.

3500 Hobbs RoadNashville, TN 37215
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.08x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.12x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

77th percentile

21%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

23%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$674,567

Up $116,723 (+21%) from 2023

Liabilities

Up

$52,885

Up $9,178 (+21%) from 2023

Net Assets

Up

$621,682

Up $107,545 (+21%) from 2023

Revenue

Up

$435,237

Up $81,795 (+23%) from 2023

Expenses

Up

$355,795

Up $39,705 (+13%) from 2023

Net Income

Up

$79,442

Up $42,090 (+113%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $207,958Liabilities 2011: $12,388Net Assets 2011: $195,5702011Assets 2012: $203,135Liabilities 2012: $0Net Assets 2012: $203,1352012Assets 2013: $231,381Liabilities 2013: $0Net Assets 2013: $231,3812013Assets 2014: $311,524Liabilities 2014: $0Net Assets 2014: $311,5242014Assets 2015: $313,939Liabilities 2015: $0Net Assets 2015: $313,9392015Assets 2017: $380,403Liabilities 2017: $0Net Assets 2017: $380,4032017Assets 2018: $340,316Liabilities 2018: $45,600Net Assets 2018: $294,7162018Assets 2019: $409,946Liabilities 2019: $76,630Net Assets 2019: $333,3162019Assets 2020: $514,102Liabilities 2020: $24,914Net Assets 2020: $489,1882020Assets 2021: $412,674Liabilities 2021: $22,716Net Assets 2021: $389,9582021Assets 2022: $521,621Liabilities 2022: $44,836Net Assets 2022: $476,7852022Assets 2023: $557,844Liabilities 2023: $43,707Net Assets 2023: $514,1372023Assets 2024: $674,567Liabilities 2024: $52,885Net Assets 2024: $621,6822024

Highlighted filing

2024

Assets$674,567
Liabilities$52,885
Net Assets$621,682

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $163,3072011Expenses 2012: $180,2532012Expenses 2013: $173,9002013Revenue 2014: $211,110Expenses 2014: $141,177Net Income 2014: $69,9332014Revenue 2015: $209,764Expenses 2015: $198,711Net Income 2015: $11,0532015Revenue 2017: $223,744Expenses 2017: $200,374Net Income 2017: $23,3702017Revenue 2018: $229,710Expenses 2018: $240,945Net Income 2018: -$11,2352018Revenue 2019: $286,006Expenses 2019: $188,398Net Income 2019: $97,6082019Revenue 2020: $238,316Expenses 2020: $136,696Net Income 2020: $101,6202020Revenue 2021: $164,170Expenses 2021: $83,194Net Income 2021: $80,9762021Revenue 2022: $316,699Expenses 2022: $180,200Net Income 2022: $136,4992022Revenue 2023: $353,442Expenses 2023: $316,090Net Income 2023: $37,3522023Revenue 2024: $435,237Expenses 2024: $355,795Net Income 2024: $79,4422024

Highlighted filing

2024

Revenue$435,237
Expenses$355,795
Net Income$79,442

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.75$0.53$6.22$4.35$3.56$0.79
2023Detailed filing. Detailed filing data is available for this year.$5.58$0.44$5.14$3.53$3.16$0.37
2022Detailed filing. Detailed filing data is available for this year.$5.22$0.45$4.77$3.17$1.80$1.36
2021Detailed filing. Detailed filing data is available for this year.$4.13$0.23$3.90$1.64$0.83$0.81
2020Detailed filing. Detailed filing data is available for this year.$5.14$0.25$4.89$2.38$1.37$1.02
2019Detailed filing. Detailed filing data is available for this year.$4.10$0.77$3.33$2.86$1.88$0.98
2018Detailed filing. Detailed filing data is available for this year.$3.40$0.46$2.95$2.30$2.41$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$2.24$2.00$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$2.10$1.99$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$2.11$1.41$0.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.00$2.31$1.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$1.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.12$1.96$1.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 2, 2025
Return Version
2023v6.0
Gross Receipts
$435,237
Mission and Program Overview

Mission

The mission of julia green elementary school's pto is to be an inclusive community of parents and teachers supporting the school's mission to create a foundation that encourages compassion, tolerance, integrity and commitment to learning for all students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$530,298$655,013▲ $124,715
Cash and Non-Interest-Bearing Accounts$27,546$19,554▼ $7,992
Total Assets$557,844$674,567▲ $116,723
Liabilities
Accounts Payable and Accrued Expenses$43,706$52,885▲ $9,179
Total Liabilities$43,706$52,885▲ $9,179
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$510,862$616,403▲ $105,541
Net Assets With Donor Restrictions$3,276$5,279▲ $2,003
Total Net Assets Fund Balance$514,138$621,682▲ $107,544
Total Liabilities and Net Assets / Fund Balance$557,844$674,567▲ $116,723
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ann WilesPresident
Elizabeth LevinePresident-el
Vance McguiganAsst Treasur
Kerry RobertsPast Preside
Thomas BernsteinRecording Se
Lauren HunterTreasurer
Beth JohnsonVP of Commun
Camellia HoworthVP of Commun
Lauren MccarthyVP of Educat
Julia BurkhalterVP of Fundra
Holly FarleyVP of Hospit
Trey TalleyVP of Policy
Revenue and Support

Revenue Composition

Contributions and Grants
$345,599
Program Service Revenue
$0
Investment Income
$29,816
Other Revenue
$59,822
All Other Contributions
$5,779
Change in Net Assets
$79,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$355,795
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$52,479--$52,479
All Other Expenses$8,845--$8,845
Fees for Services Accounting-$2,419-$2,419
Information Technology-$2,149-$2,149
Office Expenses-$1,455-$1,455
Insurance-$905-$905
Total Functional Expenses$348,867$6,928$0$355,795
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,113
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Invest in Your$290,725---
Readathon$49,095---
Total Events$394,933$55,113-$55,113
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 was reviewed by the treasurer and president prior to filing with the irs

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Julia Green Parent
EIN
30-0278216
Phone
6152988082
Address
3500 HOBBS ROAD, NASHVILLE, TN 37215

Signing Officer

Name
Lauren Hunter
Title
Treasurer
Phone
6152988082
Signed
2025-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Wiles
Legal Domicile
Tn
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
50

Preparer

Firm
Blankenship CPA Group Pllc
Address
101 WINNERS CIRCLE, BRENTWOOD, TN 37027
Preparer
Scott a Felts CPA
Phone
6153733771
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of julia green elementary school's pto is to be an inclusive community of parents and teachers supporting the school's mission to create a foundation that encourages compassion, tolerance, integrity and commitment to learning for all students.

Form 990, Page 2, Part III, Line 4D

School events and special programs

Form 990, Part XI, Line 9

DONATED AUCTION ITEMS 0

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy3Grp/Desc0TEACHER CONTINUING EDUCATION - PROGRAMS AND MATERIALS, PRINCIPAL SUPPORT, SCHOOL REPAIRS, AND MAINTENANCE NOT FUNDED BY THE CITY SCHOOL SYSTEM.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0SCHOOL EVENTS AND SPECIAL PROGRAMS
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0INVEST IN YOUR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF JULIA GREEN ELEMENTARY SCHOOL'S PTO IS TO BE AN INCLUSIVE COMMUNITY OF PARENTS AND TEACHERS SUPPORTING THE SCHOOL'S MISSION TO CREATE A FOUNDATION THAT ENCOURAGES COMPASSION, TOLERANCE, INTEGRITY AND COMMITMENT TO LEARNING FOR ALL STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL EVENTS AND SPECIAL PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WAS REVIEWED BY THE TREASURER AND PRESIDENT PRIOR TO FILING WITH THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DONATED AUCTION ITEMS 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03500 HOBBS ROAD
IRS990/USAddress/CityNm0NASHVILLE
IRS990/USAddress/StateAbbreviationCd0TN
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN HUNTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06152988082
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIA GREEN PARENT
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0300278216
ReturnHeader/Filer/PhoneNum06152988082
ReturnHeader/Filer/USAddress/AddressLine1Txt03500 HOBBS ROAD
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450491842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLANKENSHIP CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 WINNERS CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037027
ReturnHeader/PreparerPersonGrp/PhoneNum06153733771
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT A FELTS CPA
ReturnHeader/ReturnTs02025-04-29T09:44:25-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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