Civic Intelligence

Simpsonville Elementary PTO

990EZ • Fiscal year 2023 • EIN 37-2058597

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 29, 2024

6725 Shelbyville RdSimpsonville, KY 40067

(502) 722-8855

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

82nd percentile

36%

Higher net margin than 82% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

$39,160

No earlier filing loaded for comparison.

Net Assets

$39,160

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$41,335

No earlier filing loaded for comparison.

Expenses

$26,446

No earlier filing loaded for comparison.

Net Income

$14,889

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2023: $39,160Net Assets 2023: $39,1602023Assets 2024: $39,160Liabilities 2024: $0Net Assets 2024: $39,1602024Assets 2025: $41,645Liabilities 2025: $0Net Assets 2025: $41,6452025

Highlighted filing

2023

Assets$39,160
Liabilities-
Net Assets$39,160

Operations Trend

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

$60K$40K$20K$0Revenue 2023: $41,335Expenses 2023: $26,446Net Income 2023: $14,8892023Revenue 2024: $41,335Expenses 2024: $26,446Net Income 2024: $14,8892024Revenue 2025: $41,830Expenses 2025: $39,345Net Income 2025: $2,4852025

Highlighted filing

2023

Revenue$41,335
Expenses$26,446
Net Income$14,889
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 29, 2024
Return Version
2023v5.0
Gross Receipts
$52,007
Mission and Program Overview

Mission

A powerful voice for all children a relevant resource for families and communities and a strong advocate for the education and well-being of every child.

Program Services

DescriptionGrantsExpenses
SUPPORT OF SIMPSONVILLE ELEMENTARY SCHOOL.-$25,272
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK GOMEZPresidentPT$0--
BRITTNEY YANKEVice PresidePT$0--
KATE LOPEZVice PresidePT$0--
JAMIE ESTENFELDERVice PresidePT$0--
LYNDSEY CONNERTreasurerPT$0--
SHAWNA GOMEZSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex$24,923$24,923-$24,923
Flower Sales$9,768$9,768$5,444$4,324
Total Events$39,859$39,859$9,879$29,980
Filing and Contact Details

Filer

Filer Name
Simpsonville Elementary Pto Inc
EIN
37-2058597
Phone
5027228855
Address
6725 SHELBYVILLE RD, SIMPSONVILLE, KY 40067

Signing Officer

Name
Lyndsey Conner
Title
Treasurer
Phone
5027228855
Signed
2024-07-29

Preparer

Firm
Goodman & Weber Psc
Address
2304 HURSTBOURNE VILLAGE DR 1100, LOUISVILLE, KY 40299
Preparer
Daniel a Weber
Phone
5023390342
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Spirit nights cost of goods sold 1,590 fall festival fall festival expenses 1,413 field day cost of goods sold 1,568 teacher appreciation teacher appreciation 5,745 expenses insurance 689 pool party 250 recruitment 345 5th grade promotion 591 ksa testing 612 winter wonderland 220 school improvements 12,938 total 25,961

Form 990-ez, Part III

A powerful voice for all children a relevant resource for families and communities and a strong advocate for the education and well-being of every child.

Raw XML Appendix146 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/PersonNm0LYNDSEY CONNER
IRS990EZ/BooksInCareOfDetail/PhoneNum05027228855
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0337 LINKS DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SIMPSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040067
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024271
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRITTNEY YANKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATE LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMIE ESTENFELDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LYNDSEY CONNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHAWNA GOMEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A POWERFUL VOICE FOR ALL CHILDREN A RELEVANT RESOURCE FOR FAMILIES AND COMMUNITIES AND A STRONG ADVOCATE FOR THE EDUCATION AND WELL-BEING OF EVERY CHILD.
IRS990EZ/ProgramServiceRevenueAmt09676
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025272
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt030537
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026446
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IRS990EZ/TotalRevenueAmt041335
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052007
IRS990ScheduleA/Total509Grp/TotalAmt052007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052007
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt052007
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09879
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FLOWER SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024923
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05168
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05168
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04435
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05444
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPIRIT NIGHTS COST OF GOODS SOLD 1,590 FALL FESTIVAL FALL FESTIVAL EXPENSES 1,413 FIELD DAY COST OF GOODS SOLD 1,568 TEACHER APPRECIATION TEACHER APPRECIATION 5,745 EXPENSES INSURANCE 689 POOL PARTY 250 RECRUITMENT 345 5TH GRADE PROMOTION 591 KSA TESTING 612 WINTER WONDERLAND 220 SCHOOL IMPROVEMENTS 12,938 TOTAL 25,961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A POWERFUL VOICE FOR ALL CHILDREN A RELEVANT RESOURCE FOR FAMILIES AND COMMUNITIES AND A STRONG ADVOCATE FOR THE EDUCATION AND WELL-BEING OF EVERY CHILD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05027228855
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ReturnHeader/Filer/EIN0372058597
ReturnHeader/Filer/PhoneNum05027228855
ReturnHeader/Filer/USAddress/AddressLine1Txt06725 SHELBYVILLE RD
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ReturnHeader/PreparerPersonGrp/PhoneNum05023390342
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL A WEBER
ReturnHeader/ReturnTs02024-08-26T10:38:22-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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