Civic Intelligence

Overall Creek Elementary PTO

990EZ • Fiscal year 2022 • EIN 46-5626340

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 02, 2022

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

35th percentile

-2.5%

Higher net margin than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

32nd percentile

-9.1%

Faster asset growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

341%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$21,816

Down $2,175 (-9.1%) from 2021

Net Assets

Down

$21,816

Down $2,175 (-9.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin35th percentile

Revenue

Up

$86,719

Up $67,072 (+341%) from 2021

Expenses

Up

$88,894

Up $73,247 (+468%) from 2021

Net Income

Down

-$2,175

Down $6,175 (-154%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2022

Assets$21,816
Liabilities$0
Net Assets$21,816
Open 2022 Filing

Operations Trend

Revenue Growth94th 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

2022

Revenue$86,719
Expenses$88,894
Net Income-$2,175
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 2, 2022
Return Version
2021v4.2
Gross Receipts
$116,077
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.-$29,357
OVERALL CREEK ELEMENTARY TEACHERS GROUPSERVES FACULTY BY PURCHASING NECESSITIES FOR THE CLASSROOM AND OFFERS SUPPORT THROUGH SUPPLYING MEALS AND SUPPLIES AS NEEDED.-$4,850
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLIE TATEPresidentPT$0--
KYM CHABOTVice PresidentPT$0--
JACQUE CHILDERSTreasurerPT$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
Kelsey Terrell
Title
Treasurer
Phone
6156245500
Signed
2022-08-02
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 70,000activity various organizations amount 12,305”

Description of other expenses Part I line 16

“Description amountlicenses 20tax prep 683office supplies 1,036teacher appreciation 4,850”

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/USAddress/StateAbbreviationCd0TN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELLIE TATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KYM CHABOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACQUE CHILDERS
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/OtherExpensesTotalAmt06589
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/ProgramServiceExpensesAmt029357
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14850
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029358
IRS990EZ/SpecialEventsNetIncomeLossAmt0-13949
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088894
IRS990EZ/TotalProgramServiceExpensesAmt034207
IRS990EZ/TotalRevenueAmt086719
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OVERALLCREEKELEMENTARY.NET/PTO
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0102963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt088782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt098920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt087514
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0393312
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt021925
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt032662
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt052444
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0139274
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.73850
IRS990ScheduleA/PublicSupportPY509Pct00.73890
IRS990ScheduleA/PublicSupportTotal509Amt0393312
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102963
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0131582
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0139958
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0532586
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CONCESSIONS
IRS990ScheduleG/LicensedStatesCd0TN
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY OVERALL CREEK ELEMENTARY AMOUNT 70,000ACTIVITY VARIOUS ORGANIZATIONS AMOUNT 12,305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTLICENSES 20TAX PREP 683OFFICE SUPPLIES 1,036TEACHER APPRECIATION 4,850
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELSEY TERRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06156245500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-02
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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/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/PreparationDt02022-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Carter CPA
ReturnHeader/ReturnTs02022-08-08T10:09:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELSEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TERRELL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,816
Liabilities
$0
Net assets
$21,816
Revenue
$86,719
Expenses
$88,894
Net income
-$2,175
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits