Civic Intelligence

Jody Richards Elementary PTO Inc

EIN 45-4885845 • 501(c)3 • Bowling Green, KY

Profile

Jody richards elementary pto, inc. Promotes and educates the students, parents, facility and the community about the enhanced educational opportunities of the jody richards elementary school of the warren county school system in bowling green, ky, offers to the community. It encourages involvement in each child's life to make them life-long learners.

2100 Elrod RoadBowling Green, KY 42104

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

48th percentile

0.5%

Higher net margin than 48% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

56th percentile

0.9%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

83rd percentile

44%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$94,207

Up $806 (+0.9%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$94,207

Up $806 (+0.9%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin48th percentile

Revenue

Up

$157,365

Up $47,889 (+44%) from 2023

Expenses

Up

$156,559

Up $44,754 (+40%) from 2023

Net Income

Up

$806

Up $3,135 (+135%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$100K$50K$0Assets 2013: $53,547Net Assets 2013: $53,5472013Assets 2014: $27,119Net Assets 2014: $27,1192014Assets 2015: $9,596Net Assets 2015: $9,5962015Assets 2016: $11,410Net Assets 2016: $11,4102016Assets 2017: $10,560Net Assets 2017: $10,5602017Assets 2018: $19,696Net Assets 2018: $19,6962018Assets 2019: $41,776Net Assets 2019: $41,7762019Assets 2020: $54,790Net Assets 2020: $54,7902020Assets 2021: $59,579Net Assets 2021: $59,5792021Assets 2022: $95,730Net Assets 2022: $95,7302022Assets 2023: $93,401Net Assets 2023: $93,4012023Assets 2024: $94,207Liabilities 2024: $0Net Assets 2024: $94,2072024

Highlighted filing

2024

Assets$94,207
Liabilities$0
Net Assets$94,207
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $137,439Expenses 2013: $83,892Net Income 2013: $53,5472013Revenue 2014: $106,410Expenses 2014: $132,838Net Income 2014: -$26,4282014Revenue 2015: $105,909Expenses 2015: $123,432Net Income 2015: -$17,5232015Revenue 2016: $102,294Expenses 2016: $100,480Net Income 2016: $1,8142016Revenue 2017: $60,336Expenses 2017: $65,684Net Income 2017: -$5,3482017Revenue 2018: $94,242Expenses 2018: $85,106Net Income 2018: $9,1362018Revenue 2019: $127,794Expenses 2019: $105,714Net Income 2019: $22,0802019Revenue 2020: $132,891Expenses 2020: $109,120Net Income 2020: $23,7712020Revenue 2021: $41,991Expenses 2021: $38,660Net Income 2021: $3,3312021Revenue 2022: $57,892Expenses 2022: $21,741Net Income 2022: $36,1512022Revenue 2023: $109,476Expenses 2023: $111,805Net Income 2023: -$2,3292023Revenue 2024: $157,365Expenses 2024: $156,559Net Income 2024: $8062024

Highlighted filing

2024

Revenue$157,365
Expenses$156,559
Net Income$806
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,207
Liabilities
$0
Net assets
$94,207
Revenue
$157,365
Expenses
$156,559
Net income
$806
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.57$1.57$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.93$1.09$1.12$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.58$0.22$0.36
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.42$0.39$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.55$0.55$1.33$1.09$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.42$1.28$1.06$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.94$0.85$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.60$0.66$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.11$0.11$1.02$1.00$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.10$1.06$1.23$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.27$1.06$1.33$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.54$1.37$0.84$0.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$215,843
Mission and Program Overview

Mission

Jody richards elementary pto, inc promotes and educates the students, parents, facility and the community about the enhanced educational opportunities of the jody richards elementary school of the warren county school system in bowling green, kentucky, offers to the community. It encourages involvement in each child's life to make them life-long learners.

Jody richards elementary pto, inc. Promotes and educates the students, parents, facility and the community about the enhanced educational opportunities of the jody richards elementary school of the warren county school system in bowling green, ky, offers to the community. It encourages involvement in each child's life to make them life-long learners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$93,401$94,207▲ $806
Total Assets$93,401$94,207▲ $806
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$93,401$94,207▲ $806
Total Net Assets Fund Balance$93,401$94,207▲ $806
Total Liabilities and Net Assets / Fund Balance$93,401$94,207▲ $806
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Leslie NewsomePresident
Mykel MccoySecretary
Ashley WardTreasurer
Beth MoffettVice Preside
Heather SpenceVice Preside
Jennifer HollowayVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$153,216
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$4,149
All Other Contributions
$152,944
Change in Net Assets
$806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$156,559
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$3,443--$3,443
All Other Expenses$924--$924
Insurance$829--$829
Advertising$793--$793
Office Expenses$175--$175
Total Functional Expenses$156,559$0$0$156,559
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$62,627
Fundraising Direct Expenses$58,478
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundrai$62,627$62,627$58,478$4,149
Total Events$62,627$62,627$58,478$4,149
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
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Jody Richards Elementary Pto Inc
EIN
45-4885845
Phone
2703200335
Address
2100 ELROD ROAD, BOWLING GREEN, KY 42104

Signing Officer

Name
Ashley Ward
Title
Treasurer
Phone
2703200335
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Ward
Formed
2012
Legal Domicile
Ky
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Taylor Polson & Co Psc
Address
101 MCKENNA ST, GLASGOW, KY 42141
Preparer
Jeff P Carter CPA
Phone
2706518877
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Jody richards elementary pto, inc. Promotes and educates the students, parents, facility and the community about the enhanced educational opportunities of the jody richards elementary school of the warren county school system in bowling green, ky, offers to the community. It encourages involvement in each child's life to make them life-long learners.”

Raw XML Appendix303 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/TitleTxt2VICE PRESIDE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JODY RICHARDS ELEMENTARY PTO, INC. PROMOTES AND EDUCATES THE STUDENTS, PARENTS, FACILITY AND THE COMMUNITY ABOUT THE ENHANCED EDUCATIONAL OPPORTUNITIES OF THE JODY RICHARDS ELEMENTARY SCHOOL OF THE WARREN COUNTY SCHOOL SYSTEM IN BOWLING GREEN, KY, OFFERS TO THE COMMUNITY. IT ENCOURAGES INVOLVEMENT IN EACH CHILD'S LIFE TO MAKE THEM LIFE-LONG LEARNERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JODY RICHARDS ELEMENTARY PTO INC
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF P CARTER CPA
ReturnHeader/ReturnTs02024-10-07T18:02:10-04:00
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ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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