Civic Intelligence

Julia Green School Parent Teacher Organization

990 • Fiscal year 2017 • EIN 30-0278216

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 17, 2017

Organization Profile
3500 Hobbs RoadNashville, TN 37215

(615) 298-8082

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

64th percentile

10%

Higher net margin than 64% 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

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

53rd percentile

3.3%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$380,403

Up $66,464 (+21%) from 2015

Net Assets

Up

$380,403

Up $66,464 (+21%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin64th percentile

Revenue

Up

$223,744

Up $13,980 (+6.7%) from 2015

Expenses

Up

$200,374

Up $1,663 (+0.8%) from 2015

Net Income

Up

$23,370

Up $12,317 (+111%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$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

2017

Assets$380,403
Liabilities$0
Net Assets$380,403
Open 2017 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$223,744
Expenses$200,374
Net Income$23,370
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 17, 2017
Return Version
2016v3.0
Gross Receipts
$223,744
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
Cash and Non-Interest-Bearing Accounts$363,614$380,403▲ $16,789
Total Assets$363,614$380,403▲ $16,789
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$347,374$370,745▲ $23,371
Temporarily Rstr Net Assets$16,240$9,658▼ $6,582
Total Net Assets Fund Balance$363,614$380,403▲ $16,789
Total Liabilities and Net Assets / Fund Balance$363,614$380,403▲ $16,789
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Rachael PhillipsPresident
Jennifer McguginPresident El
Jayne RobinsonAssistant Tr
Ruth CoppeansPast Preside
Gena MoranRecording Se
Paige MengeTreasurer
Emily G RosenVP Fundraisi
Katie RudolphVP Hospitali
Andrea JonesVP Nonfundra
Stacy CarpenterVP of Educat
Haley DaleVP Policy/ed
Revenue and Support

Revenue Composition

Contributions and Grants
$222,221
Program Service Revenue
$0
Investment Income
$1,523
Other Revenue
$0
All Other Contributions
$6,751
Change in Net Assets
$23,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$200,374
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
Office Expenses$124,009$1,708-$125,717
Fees for Services Other$45,871--$45,871
Conferences and Meetings$20,039--$20,039
Information Technology-$3,998-$3,998
Insurance-$3,379-$3,379
Fees for Services Accounting-$1,370-$1,370
Total Functional Expenses$189,919$10,455$0$200,374
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Invest in Child$140,490---
Readathon$45,338---
Total Events$206,204---
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 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 return is reviewed by the board of directors before filing.”

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
Paige Menge
Title
Treasurer
Phone
6152988082
Signed
2017-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paige Menge
Legal Domicile
Tn
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
50

Preparer

Firm
Blankenship CPA Group Pllc
Address
215 WARD CIRCLE, BRENTWOOD, TN 37027-2304
Preparer
Jan Kolb 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, Part IX, Line 11G

“School repair & maintenance 14,092 0 0 events expense 21,611 0 0 teachers and assistants 10,168 0 0 total 45,871 0 0”

Form 990, Part XI, Line 9

“Prior period change in restricted funds 0 prior year change in restricted assets -6,581 total -6,581”

Raw XML Appendix328 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT TR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP POLICY/ED
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IRS990/MissionDesc0THE 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.
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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/ExplanationTxt1THE RETURN IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL REPAIR & MAINTENANCE 14,092 0 0 EVENTS EXPENSE 21,611 0 0 TEACHERS AND ASSISTANTS 10,168 0 0 TOTAL 45,871 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR PERIOD CHANGE IN RESTRICTED FUNDS 0 PRIOR YEAR CHANGE IN RESTRICTED ASSETS -6,581 TOTAL -6,581
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$380,403
Liabilities
$0
Net assets
$380,403
Revenue
$223,744
Expenses
$200,374
Net income
$23,370
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