Civic Intelligence

Overall Creek Elementary PTO

990EZ • Fiscal year 2020 • EIN 46-5626340

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 16, 2020

Organization Profilewww.overallcreekelementary.net/pto
429 Otter TrailMurfreesboro, TN 37128

(615) 624-5500

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

46th percentile

2.7%

Higher net margin than 46% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

63rd percentile

15%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

-4.4%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$19,991

Up $2,612 (+15%) from 2019

Net Assets

Up

$19,991

Up $2,612 (+15%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin46th percentile

Revenue

Down

$97,354

Down $4,510 (-4.4%) from 2019

Expenses

Down

$94,742

Down $19,601 (-17%) from 2019

Net Income

Up

$2,612

Up $15,091 (+121%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$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

2020

Assets$19,991
Liabilities$0
Net Assets$19,991
Open 2020 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$97,354
Expenses$94,742
Net Income$2,612
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 16, 2020
Return Version
2019v5.1
Gross Receipts
$110,707
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.-$78,671
Small Charitable DonationsEach grade donates 10% of their earnings to local charities. Charities outlined in Sch. O-$5,806
Overall Creek Elementary Teachers GroupServes faculty by purchasing necessities for the classroom and offers support through supplying meals and supplies as needed.-$2,954
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Miranda SparkmanPresidentPT$0--
Kym ChabotVice PresidentPT$0--
Ellie TateTreasurerPT$0--
Wendy TravisSecretaryPT$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
Ellie Tate
Title
Treasurer
Phone
6156245500
Signed
2020-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Carter Financial Consulting LLC
Address
3532 KYBALD CT, MURFREESBORO, TN 37128
Preparer
Michael Carter CPA
Phone
6152956628
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Overall Creek Elementary Amount 81,625Activity Various Organizations Amount 5,086”

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/PhoneNum06156245500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0429 Otter Trail
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Murfreesboro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017379
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019991
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt086317
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02612
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017379
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019991
IRS990EZ/FundraisingGrossIncomeAmt021925
IRS990EZ/GrantsAndSimilarAmountsPaidAmt086711
IRS990EZ/GrossReceiptsAmt0110707
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02465
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017379
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019991
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017379
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019991
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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/PersonNm0Miranda Sparkman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kym Chabot
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ellie Tate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Wendy Travis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To Support Overall Creek Elementary
IRS990EZ/PrintingPublicationsPostageAmt06831
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/DescriptionProgramSrvcAccomTxt2Small Charitable DonationsEach grade donates 10% of their earnings to local charities. Charities outlined in Sch. O
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt078671
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12954
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25806
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013353
IRS990EZ/SpecialEventsNetIncomeLossAmt08572
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt094742
IRS990EZ/TotalProgramServiceExpensesAmt087431
IRS990EZ/TotalRevenueAmt097354
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.overallcreekelementary.net/pto
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt088782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt098920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt087514
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0101350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0376566
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt021925
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt032662
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt052444
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt012284
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0119315
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0376566
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt088782
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt098920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087514
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0101350
IRS990ScheduleA/Total509Grp/TotalAmt0376566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0110707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0131582
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0139958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0113634
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0495881
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Concessions
IRS990ScheduleG/LicensedStatesCd0TN
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Overall Creek Elementary Amount 81,625Activity Various Organizations Amount 5,086
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ellie Tate
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06156245500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-16
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0CF6606C889B3312F94CCAB8D1CA0C1D6CBD101DE
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06237112020294emo4ijj
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.123.244.12
ReturnHeader/FilingSecurityInformation/IPDt02020-10-20
ReturnHeader/FilingSecurityInformation/IPTm011:27:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842811233
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARTER FINANCIAL CONSULTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03532 KYBALD CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MURFREESBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037128
ReturnHeader/PreparerPersonGrp/PhoneNum06152956628
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL CARTER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-20T11:26:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,991
Liabilities
$0
Net assets
$19,991
Revenue
$97,354
Expenses
$94,742
Net income
$2,612
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