Civic Intelligence

Clovercroft Parent-Teacher Organization

990 • Fiscal year 2024 • EIN 45-1926196

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

9336 Clovercroft RdFranklin, TN 37067

(615) 472-5170

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

76th percentile

25%

Faster asset growth than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-8.0%

Faster revenue growth than 36% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$64,898

Up $12,820 (+25%) from 2023

Net Assets

Up

$64,898

Up $12,820 (+25%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$156,750

Down $13,613 (-8.0%) from 2023

Expenses

Down

$131,368

Down $60,754 (-32%) from 2023

Net Income

Up

$25,382

Up $47,141 (+217%) from 2023

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $14,968Liabilities 2012: $0Net Assets 2012: $14,9682012Assets 2013: $15,140Liabilities 2013: $0Net Assets 2013: $15,1402013Assets 2014: $16,154Liabilities 2014: $0Net Assets 2014: $16,1542014Assets 2015: $22,080Liabilities 2015: $0Net Assets 2015: $22,0802015Assets 2016: $17,538Liabilities 2016: $0Net Assets 2016: $17,5382016Assets 2017: $23,286Net Assets 2017: $23,2862017Assets 2018: $30,869Net Assets 2018: $30,8692018Assets 2019: $38,897Net Assets 2019: $38,8972019Assets 2020: $23,879Net Assets 2020: $23,8792020Assets 2021: $49,236Liabilities 2021: $0Net Assets 2021: $49,2362021Assets 2022: $73,837Liabilities 2022: $0Net Assets 2022: $73,8372022Assets 2023: $52,078Liabilities 2023: $0Net Assets 2023: $52,0782023Assets 2024: $64,898Liabilities 2024: $0Net Assets 2024: $64,8982024Assets 2025: $94,852Liabilities 2025: $0Net Assets 2025: $94,8522025

Highlighted filing

2024

Assets$64,898
Liabilities$0
Net Assets$64,898

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $85,386Expenses 2012: $70,418Net Income 2012: $14,9682012Revenue 2013: $80,685Expenses 2013: $80,513Net Income 2013: $1722013Revenue 2014: $91,469Expenses 2014: $90,455Net Income 2014: $1,0142014Revenue 2015: $123,274Expenses 2015: $117,348Net Income 2015: $5,9262015Revenue 2016: $126,477Expenses 2016: $131,019Net Income 2016: -$4,5422016Revenue 2017: $102,485Expenses 2017: $96,737Net Income 2017: $5,7482017Revenue 2018: $101,929Expenses 2018: $94,346Net Income 2018: $7,5832018Revenue 2019: $113,687Expenses 2019: $105,659Net Income 2019: $8,0282019Revenue 2020: $67,819Expenses 2020: $82,835Net Income 2020: -$15,0162020Revenue 2021: $93,740Expenses 2021: $68,383Net Income 2021: $25,3572021Revenue 2022: $158,359Expenses 2022: $133,758Net Income 2022: $24,6012022Revenue 2023: $170,363Expenses 2023: $192,122Net Income 2023: -$21,7592023Revenue 2024: $156,750Expenses 2024: $131,368Net Income 2024: $25,3822024Revenue 2025: $121,316Expenses 2025: $91,362Net Income 2025: $29,9542025

Highlighted filing

2024

Revenue$156,750
Expenses$131,368
Net Income$25,382
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$208,144
Mission and Program Overview

Mission

This organization serves the interest of clovercroft elementary school.

This organization serves the interest of Clovercroft Elementary School and is not organized for private interest of any kind. The mission is 1 to heighten awareness of our members regarding the education of our children 2 to support the school in their efforts to educate and encourage the character development of our children 3 to provide dialogue and or feedback between school administrators and parents 4 to enhance the overall educational environment by promoting volunteerism 5 to provide opportunities for acquaintance between parents teachers and administrators through programs events and social affairs and 6 to raise funds to provide for the above.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$28,069$47,692▲ $19,623
Cash and Non-Interest-Bearing Accounts$11,447$17,206▲ $5,759
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$39,516$64,898▲ $25,382
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$39,516$64,898▲ $25,382
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$39,516$64,898▲ $25,382
Total Liabilities and Net Assets / Fund Balance$39,516$64,898▲ $25,382
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sydney EssellPresident
Lauren BaesAssistant Treasurer
Erin GrimmettAt Large
Kaci GoochAt Large
Melissa MastenAt Large Lead Room Parent
Carisa MontagAt Large Spirit
Casandra MaherSecretary
Meghan GoffTreasurer
Kelli StalcupVP of Communications
Caryn HannaVP of Events
Angela JacobusVP of Volunteers
Revenue and Support

Revenue Composition

Contributions and Grants
$116,079
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$40,668
All Other Contributions
$34,402
Change in Net Assets
$25,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,368
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
All Other Expenses$74,267$0$0$74,267
Other Expenses$7,919$0$0$7,919
Fees for Services Accounting$1,200$0$0$1,200
Insurance$0$465$0$465
Total Functional Expenses$130,903$465$0$131,368
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Invest$42,281$0$0$0
Derby$39,396$0$0$0
Total Events$81,677$0$0$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11B

A draft will be reviewed by the PTO President and any other board members who desire to before filing.

Part VI, Section B, Line 12C

All spending must be approved by two board members.

Part VI, Section C, Line 19

Governing documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Clovercroft Elementary PTO
EIN
45-1926196
In Care Of
% Sydney Essell
Address
9336 Clovercroft Rd, Franklin, TN 37067

Signing Officer

Name
Meghan Goff
Title
Treasurer
Signed
2024-11-14
Discuss with paid preparer
No

Organization Details

Principal Officer
Sydney Essell
Formed
2011
Legal Domicile
Tn
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
75
Supplemental Narrative

Additional Explanations

Part IX, line 24E

| Description:, Amount:| Colt Bolt, $1725.00| In House Programs, $1700.00| IXL Learning, $4282.00| Landscaping & Beautification, $3650.00| Morale, $2500.00| Musical Instruments, $6355.00| Parents and Pastries, $1258.00| Principals Fund, $2000.00| Professional Development, $2450.00| Recess Equipment, $100.00| School Enhancements, $12216.00| Shredding, $500.00| Special Education, $800.00| Specials, $3850.00| Staff Appreciation, $4953.00| Supplies for LRP, $2173.00| Teacher Allocation, $6600.00| Teacher & Employee of the Year, $240.00| Teacher Supplement, $13930.00| Technology, $4000.00| Workroom Supplies, $2533.00| Yearbook, $60.00| Invest in CCES, $769.00| Field Day, $221.00| Derby Wish List Fulfillment, $21371.00| Credit Card Processing, $4532.00| Bank Fees, $280.00| PTO Administration, $1780.00| 5th Grade Event, $7919.00| Daddy Daughter Dance, $5280.00| Mother Son Event, $4358.00|

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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
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IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0465
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0465
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
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IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0This organization serves the interest of Clovercroft Elementary School and is not organized for private interest of any kind. The mission is 1 to heighten awareness of our members regarding the education of our children 2 to support the school in their efforts to educate and encourage the character development of our children 3 to provide dialogue and or feedback between school administrators and parents 4 to enhance the overall educational environment by promoting volunteerism 5 to provide opportunities for acquaintance between parents teachers and administrators through programs events and social affairs and 6 to raise funds to provide for the above.
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IRS990/NetAssetsOrFundBalancesEOYAmt064898
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
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IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt040668
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IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt039516
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt064898
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IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
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IRS990/OtherExpensesGrp/Desc0Derby Wish List Fulfillment
IRS990/OtherExpensesGrp/Desc1Teacher Supplement
IRS990/OtherExpensesGrp/Desc2School Enhancements
IRS990/OtherExpensesGrp/Desc35th Grade Event
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IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
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IRS990/OtherExpensesGrp/ProgramServicesAmt113930
IRS990/OtherExpensesGrp/ProgramServicesAmt212216
IRS990/OtherExpensesGrp/ProgramServicesAmt37919
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IRS990/OtherExpensesGrp/TotalAmt113930
IRS990/OtherExpensesGrp/TotalAmt212216
IRS990/OtherExpensesGrp/TotalAmt37919
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Sydney Essell
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0106551
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03
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IRS990/PYOtherExpensesAmt0192122
IRS990/PYOtherRevenueAmt063809
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-21759
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0192122
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0170363
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt025382
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt040671
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$1.21$0.91$0.30
2024Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.57$1.31$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.70$1.92$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.58$1.34$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.94$0.68$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.68$0.83$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.39$1.14$1.06$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.31$1.02$0.94$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.23$1.02$0.97$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.26$1.31$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$1.23$1.17$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.91$0.90$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.81$0.81$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.85$0.70$0.15