Civic Intelligence

Legacy Elementary School PTO Inc.

990EZ • Fiscal year 2014 • EIN 37-1542615

Jul 01, 2013 to Jun 30, 2014 • Filed on Jul 31, 2014

Organization ProfileN/A
165 Pine Grove RdMadison, AL 35757

(256) 656-7619

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

56th percentile

5.9%

Higher net margin than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

77th percentile

30%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$30,136

Up $12,276 (+69%) from 2012

Net Assets

Up

$30,136

Up $12,276 (+69%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin56th percentile

Revenue

Up

$36,116

Up $14,942 (+71%) from 2012

Expenses

Up

$33,975

Up $13,100 (+63%) from 2012

Net Income

Up

$2,141

Up $1,842 (+616%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$40K$30K$20K$10K$0Assets 2011: $17,561Net Assets 2011: $17,5612011Assets 2012: $17,860Liabilities 2012: $0Net Assets 2012: $17,8602012Assets 2014: $30,136Liabilities 2014: $0Net Assets 2014: $30,1362014Assets 2015: $28,438Liabilities 2015: $02015Assets 2016: $32,028Liabilities 2016: $0Net Assets 2016: $32,0282016Assets 2017: $29,610Liabilities 2017: $0Net Assets 2017: $29,6102017Assets 2018: $29,496Liabilities 2018: $0Net Assets 2018: $29,4962018Assets 2019: $22,694Liabilities 2019: $02019Assets 2020: $31,532Liabilities 2020: $02020Assets 2021: $25,672Liabilities 2021: $02021

Highlighted filing

2014

Assets$30,136
Liabilities$0
Net Assets$30,136
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $24,235Expenses 2011: $12,883Net Income 2011: $11,3522011Revenue 2012: $21,174Expenses 2012: $20,875Net Income 2012: $2992012Revenue 2014: $36,116Expenses 2014: $33,975Net Income 2014: $2,1412014Revenue 2015: $19,168Expenses 2015: $20,866Net Income 2015: -$1,6982015Revenue 2016: $32,586Expenses 2016: $28,996Net Income 2016: $3,5902016Revenue 2017: $38,650Expenses 2017: $41,068Net Income 2017: -$2,4182017Revenue 2018: $45,138Expenses 2018: $45,252Net Income 2018: -$1142018Revenue 2019: $37,423Expenses 2019: $43,877Net Income 2019: -$6,4542019Revenue 2020: $36,157Expenses 2020: $21,546Net Income 2020: $14,6112020Revenue 2021: $18,586Expenses 2021: $24,446Net Income 2021: -$5,8602021

Highlighted filing

2014

Revenue$36,116
Expenses$33,975
Net Income$2,141
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jul 31, 2014
Return Version
2013v3.1
Gross Receipts
$57,743
Mission and Program Overview

Mission

Enrich education for children

Program Services

DescriptionGrantsExpenses
ENHANCED EDUCATION FOR CHILDREN IN THE CLASSROOM WITH DONATIONS OF SUPPLIES AND EQUIPMENT--
DEMONSTRATE APPRECIATION FOR TEACHERS AND STAFF WHILE PROMOTING SCHOOL SPIRIT THROUGH EDUCATION WORKSHOPS HOSPITALITY EVENTS AND SPRIT WEAR--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MCFARLANDPresidentPT$0--
MONICA ALSUPTreasurerPT$0--
JOY NEEDVP Of VolunteersPT$0--
TIFFANY ROGERSVP Of MembershipPT$0--
HEATHER MCFARLANDSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$52,190$52,190-$52,190
Total Events$52,190$52,190-$52,190
Filing and Contact Details

Filer

EIN
37-1542615

Signing Officer

Name
Monica Alsup
Title
Treasurer
Phone
2566567619
Signed
2014-07-31
Discuss with paid preparer
Yes

Preparer

Preparer
Joe D White
Phone
2564619696
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountteacher supplies 5,304staff appreciation 96insurance 303refunds 221office supplies 676school and facility support 27,330dues and subscriptions 45”

Raw XML Appendix159 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/USAddress/City0MADISON
IRS990EZ/BooksInCareOfDetail/USAddress/State0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode035757
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027995
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030136
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IRS990EZ/ExcessOrDeficitForYearAmt02141
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/MembershipDuesAmt04356
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027995
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN MCFARLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MONICA ALSUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOY NEED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIFFANY ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER MCFARLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt033975
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICH EDUCATION FOR CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENHANCED EDUCATION FOR CHILDREN IN THE CLASSROOM WITH DONATIONS OF SUPPLIES AND EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DEMONSTRATE APPRECIATION FOR TEACHERS AND STAFF WHILE PROMOTING SCHOOL SPIRIT THROUGH EDUCATION WORKSHOPS HOSPITALITY EVENTS AND SPRIT WEAR
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021627
IRS990EZ/SpecialEventsNetIncomeLossAmt030565
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033975
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt036116
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05553
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt040740
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02504
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt027867
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt038085
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt052190
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt038538
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt023895
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt018229
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt022073
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0154925
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0233750
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047138
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057743
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0233750
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052190
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052190
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTTEACHER SUPPLIES 5,304STAFF APPRECIATION 96INSURANCE 303REFUNDS 221OFFICE SUPPLIES 676SCHOOL AND FACILITY SUPPORT 27,330DUES AND SUBSCRIPTIONS 45
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONICA ALSUP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02566567619
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10LEGACY ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0371542615
ReturnHeader/Filer/USAddress/AddressLine10165 PINE GROVE RD
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode035757
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010583892
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Joe D White PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10230 Hughes Road Suite D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode035758
ReturnHeader/PreparerPersonGrp/PhoneNum02564619696
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joe D White
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-08-06T11:11:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,136
Liabilities
$0
Net assets
$30,136
Revenue
$36,116
Expenses
$33,975
Net income
$2,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Summary only. Only limited summary data is available for this year.$25.7$0.00$18.6$24.4$5.86
2020Summary only. Only limited summary data is available for this year.$31.5$0.00$36.2$21.5$14.6
2019Summary only. Only limited summary data is available for this year.$22.7$0.00$37.4$43.9$6.45
2018Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$45.1$45.3$0.11
2017Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$38.7$41.1$2.42
2016Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$32.6$29.0$3.59
2015Summary only. Only limited summary data is available for this year.$28.4$0.00$19.2$20.9$1.70
2014Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$36.1$34.0$2.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$0.00$17.9$21.2$20.9$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$17.6$24.2$12.9$11.4