Civic Intelligence

Overall Creek Elementary PTO

EIN 46-5626340 • 501(c)3 • Murfreesboro, TN

Profile

To support overall creek elementary

429 Otter TrailMurfreesboro, TN 37128

www.overallcreekelementary.net/PTO

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

52nd percentile

2.6%

Higher net margin than 52% 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

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$28,183

Up $2,930 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$28,183

Up $2,930 (+12%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin52nd percentile

Revenue

Up

$113,997

Up $28,669 (+34%) from 2023

Expenses

Up

$111,067

Up $26,159 (+31%) from 2023

Net Income

Up

$2,930

Up $2,510 (+598%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$30K$20K$10K$0Assets 2017: $25,955Liabilities 2017: $02017Assets 2018: $29,858Liabilities 2018: $0Net Assets 2018: $29,8582018Assets 2019: $17,379Liabilities 2019: $0Net Assets 2019: $17,3792019Assets 2020: $19,991Liabilities 2020: $0Net Assets 2020: $19,9912020Assets 2021: $23,991Liabilities 2021: $0Net Assets 2021: $23,9912021Assets 2022: $21,816Liabilities 2022: $0Net Assets 2022: $21,8162022Assets 2023: $25,253Liabilities 2023: $0Net Assets 2023: $25,2532023Assets 2024: $28,183Liabilities 2024: $0Net Assets 2024: $28,1832024

Highlighted filing

2024

Assets$28,183
Liabilities$0
Net Assets$28,183
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $99,739Expenses 2017: $97,752Net Income 2017: $1,9872017Revenue 2018: $104,100Expenses 2018: $100,197Net Income 2018: $3,9032018Revenue 2019: $101,864Expenses 2019: $114,343Net Income 2019: -$12,4792019Revenue 2020: $97,354Expenses 2020: $94,742Net Income 2020: $2,6122020Revenue 2021: $19,647Expenses 2021: $15,647Net Income 2021: $4,0002021Revenue 2022: $86,719Expenses 2022: $88,894Net Income 2022: -$2,1752022Revenue 2023: $85,328Expenses 2023: $84,908Net Income 2023: $4202023Revenue 2024: $113,997Expenses 2024: $111,067Net Income 2024: $2,9302024

Highlighted filing

2024

Revenue$113,997
Expenses$111,067
Net Income$2,930
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$28,183
Liabilities
$0
Net assets
$28,183
Revenue
$113,997
Expenses
$111,067
Net income
$2,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.14$1.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.85$0.85$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.87$0.89$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.20$0.16$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.97$0.95$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.02$1.14$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.04$1.00$0.04
2017Summary only. Only limited summary data is available for this year.$0.26$0.00$1.00$0.98$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 1, 2024
Return Version
2023v5.1
Gross Receipts
$121,933
Mission and Program Overview

Mission

To Support Overall Creek Elementary

Program Services

DescriptionGrantsExpenses
OVERALL CREEK ELEMENTARYANNUAL FUNDRAISER PROVIDES FUNDING FOR 1,000 STUDENTS TO USE FOR CLASSROOM SUPPORT, TECHNOLOGY, SUPPLIES, AND OTHER EDUCATIONAL INITIATIVES.-$24,660
OVERALL CREEK ELEMENTARY TEACHERS GROUPSERVES FACULTY BY PURCHASING NECESSITIES FOR THE CLASSROOM AND OFFERS SUPPORT THROUGH SUPPLYING MEALS AND SUPPLIES AS NEEDED.-$7,984
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELSEY TERRELLPresidentPT$0--
EFFIE PHILLIPSVice PresidentPT$0--
LAUREN KNOXSecretaryPT$0--
HAYLEY NICHOLSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concessions----
Filing and Contact Details

Filer

Filer Name
Overall Creek Elementary Pto
EIN
46-5626340
Address
429 OTTER TRAIL, MURFREESBORO, TN 37128

Signing Officer

Name
Kelsey Terrell
Title
Treasurer
Phone
6156245500
Signed
2024-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Lionstone CPA
Address
3532 Kybald Ct, Murfreesboro, TN 37128
Preparer
Michael Carter CPA
Phone
6155702401
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity overall creek elementary amount 67,740activity various organizations amount 8,403”

Description of other expenses Part I line 16

“Description amountadvertising 120legal & professional 802office supplies 861teacher appreciation 7,984meals 1,680supplies and materials 23,477”

Raw XML Appendix157 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HAYLEY NICHOLS
IRS990EZ/BooksInCareOfDetail/PhoneNum06156245500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0429 OTTER TRAIL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MURFREESBORO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025253
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028183
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt097417
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02930
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025253
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028183
IRS990EZ/FundraisingGrossIncomeAmt021068
IRS990EZ/GrantsAndSimilarAmountsPaidAmt076143
IRS990EZ/GrossReceiptsAmt0121933
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03448
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025253
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028183
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025253
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028183
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELSEY TERRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EFFIE PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAUREN KNOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HAYLEY NICHOLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt034924
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT OVERALL CREEK ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OVERALL CREEK ELEMENTARYANNUAL FUNDRAISER PROVIDES FUNDING FOR 1,000 STUDENTS TO USE FOR CLASSROOM SUPPORT, TECHNOLOGY, SUPPLIES, AND OTHER EDUCATIONAL INITIATIVES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OVERALL CREEK ELEMENTARY TEACHERS GROUPSERVES FACULTY BY PURCHASING NECESSITIES FOR THE CLASSROOM AND OFFERS SUPPORT THROUGH SUPPLYING MEALS AND SUPPLIES AS NEEDED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024660
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17984
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07936
IRS990EZ/SpecialEventsNetIncomeLossAmt013132
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0111067
IRS990EZ/TotalProgramServiceExpensesAmt032644
IRS990EZ/TotalRevenueAmt0113997
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OVERALLCREEKELEMENTARY.NET/PTO
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt097417
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt098595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0102963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt088782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0402890
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt024517
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt09438
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt013114
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt019129
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt021925
IRS990ScheduleA/OtherIncome509Grp/TotalAmt088123
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.82050
IRS990ScheduleA/PublicSupportPY509Pct00.80770
IRS990ScheduleA/PublicSupportTotal509Amt0402890
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt097417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt098595
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0102963
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015133
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088782
IRS990ScheduleA/Total509Grp/TotalAmt0402890
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0121934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0108033
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0116077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110707
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0491013
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CONCESSIONS
IRS990ScheduleG/LicensedStatesCd0TN
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY OVERALL CREEK ELEMENTARY AMOUNT 67,740ACTIVITY VARIOUS ORGANIZATIONS AMOUNT 8,403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADVERTISING 120LEGAL & PROFESSIONAL 802OFFICE SUPPLIES 861TEACHER APPRECIATION 7,984MEALS 1,680SUPPLIES AND MATERIALS 23,477
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELSEY TERRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06156245500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OVERALL CREEK ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0OVER
ReturnHeader/Filer/EIN0465626340
ReturnHeader/Filer/USAddress/AddressLine1Txt0429 OTTER TRAIL
ReturnHeader/Filer/USAddress/CityNm0MURFREESBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037128
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842811233
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lionstone CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03532 Kybald Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Murfreesboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037128
ReturnHeader/PreparerPersonGrp/PhoneNum06155702401
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Carter CPA
ReturnHeader/ReturnTs02024-08-19T13:51:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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