Civic Intelligence

Overall Creek Elementary PTO

990EZ • Fiscal year 2018 • EIN 46-5626340

Jul 01, 2017 to Jun 30, 2018 • Filed on May 29, 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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

51st percentile

3.7%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

4.4%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$29,858

Up $3,903 (+15%) from 2017

Net Assets

$29,858

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin51st percentile

Revenue

Up

$104,100

Up $4,361 (+4.4%) from 2017

Expenses

Up

$100,197

Up $2,445 (+2.5%) from 2017

Net Income

Up

$3,903

Up $1,916 (+96%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2018

Assets$29,858
Liabilities$0
Net Assets$29,858
Open 2018 Filing

Operations Trend

Revenue Growth55th 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

2018

Revenue$104,100
Expenses$100,197
Net Income$3,903
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 29, 2020
Return Version
2017v2.2
Gross Receipts
$139,958
Mission and Program Overview

Mission

To Support Overall Creek Elementary

Program Services

DescriptionGrantsExpenses
Overall Creek Elementary Annual Fundraiser provides funding for 1000 students to use for classroom support technology supplies and other educational initiatives-$90,350
Overall Creek Elementary Teachers Group Serves faculty by purchasing necessities for the classroom and offers support through supplying meals and supplies as needed-$36,236
Small Charitable Donations Each grade donates 10 of their earnings to local charities Charities outlined in Sch O-$9,093
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexis DentonPresidentPT$0--
Rachel BoydVice PresidentPT$0--
Katy MillerTreasurerPT$0--
Melissa StevensSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concessions$52,444$52,444$35,858$16,586
Total Events$52,444$52,444$35,858$16,586
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
2020-05-29
Discuss with paid preparer
No

Preparer

Firm
Carter Financial Consulting
Address
1561 Jarratt Dr, Rockvale, TN 37153
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 90,350Activity Various Organizations Amount 9,093”

Description of other expenses Part I line 16

“Description AmountOffice Supplies and Fees 377”

Raw XML Appendix162 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Murfreesboro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025955
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029858
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt085829
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03903
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt099443
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01685
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt029858
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alexis Denton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rachel Boyd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Katy Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melissa Stevens
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/OtherExpensesTotalAmt0377
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To Support Overall Creek Elementary
IRS990EZ/PrintingPublicationsPostageAmt0377
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Overall Creek Elementary Annual Fundraiser provides funding for 1000 students to use for classroom support technology supplies and other educational initiatives
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Overall Creek Elementary Teachers Group Serves faculty by purchasing necessities for the classroom and offers support through supplying meals and supplies as needed
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Small Charitable Donations Each grade donates 10 of their earnings to local charities Charities outlined in Sch O
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt090350
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt136236
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29093
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035858
IRS990EZ/SpecialEventsNetIncomeLossAmt016586
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0100197
IRS990EZ/TotalProgramServiceExpensesAmt0135679
IRS990EZ/TotalRevenueAmt0104100
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.overallcreekelementary.net/pto
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt087514
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0101350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0188864
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt052444
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt012284
IRS990ScheduleA/OtherIncome509Grp/TotalAmt064728
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0188864
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt087514
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0101350
IRS990ScheduleA/Total509Grp/TotalAmt0188864
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0139958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113634
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0253592
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035858
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Concessions
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052444
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016586
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035858
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035858
IRS990ScheduleG/LicensedStatesCd0TN
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Overall Creek Elementary Amount 90,350Activity Various Organizations Amount 9,093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOffice Supplies and Fees 377
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Ellie Tate
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06156245500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-29
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/FederalOriginalSubmissionIdDt02020-06-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.52.81.192
ReturnHeader/FilingSecurityInformation/IPDt02020-06-01
ReturnHeader/FilingSecurityInformation/IPTm007:16:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831114382
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carter Financial Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01561 Jarratt Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockvale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037153
ReturnHeader/PreparerPersonGrp/PhoneNum06152956628
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Carter CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-01T07:15:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,858
Liabilities
$0
Net assets
$29,858
Revenue
$104,100
Expenses
$100,197
Net income
$3,903
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