Civic Intelligence

Dr William Burrus Elementary PTO

990EZ • Fiscal year 2021 • EIN 47-3565755

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 27, 2022

Organization ProfileN/A
1336 Drakes Creek RdHendersonville, TN 37075

(615) 585-0528

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

39th percentile

1.4%

Higher net margin than 39% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

51st percentile

6.4%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

84%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$31,489

Up $1,884 (+6.4%) from 2020

Net Assets

Up

$31,489

Up $1,884 (+6.4%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin39th percentile

Revenue

Up

$131,469

Up $60,172 (+84%) from 2020

Expenses

Up

$129,585

Up $60,557 (+88%) from 2020

Net Income

Down

$1,884

Down $385 (-17%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$80K$60K$40K$20K$0Assets 2016: $42,666Net Assets 2016: $42,6662016Assets 2017: $35,021Net Assets 2017: $35,0212017Assets 2018: $36,986Net Assets 2018: $36,9862018Assets 2019: $27,336Net Assets 2019: $27,3362019Assets 2020: $29,605Net Assets 2020: $29,6052020Assets 2021: $31,489Liabilities 2021: $0Net Assets 2021: $31,4892021Assets 2022: $24,830Liabilities 2022: $0Net Assets 2022: $24,8302022Assets 2023: $69,934Liabilities 2023: $0Net Assets 2023: $69,9342023Assets 2024: $41,976Liabilities 2024: $0Net Assets 2024: $41,9762024Assets 2025: $53,091Liabilities 2025: $0Net Assets 2025: $53,0912025

Highlighted filing

2021

Assets$31,489
Liabilities$0
Net Assets$31,489
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2016: $122,057Expenses 2016: $91,311Net Income 2016: $30,7462016Revenue 2017: $120,609Expenses 2017: $128,254Net Income 2017: -$7,6452017Revenue 2018: $114,538Expenses 2018: $112,573Net Income 2018: $1,9652018Revenue 2019: $136,950Expenses 2019: $146,600Net Income 2019: -$9,6502019Revenue 2020: $71,297Expenses 2020: $69,028Net Income 2020: $2,2692020Revenue 2021: $131,469Expenses 2021: $129,585Net Income 2021: $1,8842021Revenue 2022: $113,517Expenses 2022: $120,176Net Income 2022: -$6,6592022Revenue 2023: $142,768Expenses 2023: $97,664Net Income 2023: $45,1042023Revenue 2024: $166,655Expenses 2024: $194,613Net Income 2024: -$27,9582024Revenue 2025: $165,167Expenses 2025: $154,052Net Income 2025: $11,1152025

Highlighted filing

2021

Revenue$131,469
Expenses$129,585
Net Income$1,884
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 27, 2022
Return Version
2020v4.2
Gross Receipts
$131,469
Mission and Program Overview

Mission

Parent teacher organization for elementary school

Program Services

DescriptionGrantsExpenses
PROVIDE PARENT TEACHER COORDINATION FOR ELEMENTARY SCHOOL.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLIE UNGERPresidentPT$0--
STEPHEN HARRISVice PresidentPT$0--
AMANDA OLINTreasurerPT$0--
LINDSAY BALDWINSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Dr William Burrus Elementary Pto
EIN
47-3565755
Phone
6155850528
Address
1336 DRAKES CREEK RD, HENDERSONVILLE, TN 37075

Signing Officer

Name
Amanda Olin
Title
Treasurer
Phone
6155850528
Signed
2022-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Tristar Associates LLC
Address
1300 CLINTON ST STE 204, NASHVILLE, TN 37203
Preparer
Bradford R Jones
Phone
6155370314
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: technology/stem teacher. Amount: 28,338. Description: fundraising. Amount: 42,825. Description: stem equipment. Amount: 24,412. Description: teacher appreciation. Amount: 7,459. Description: supplies. Amount: 21,173. Total to form 990-ez, line 16: 124,207.”

Raw XML Appendix156 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0AMANDA OLIN
IRS990EZ/BooksInCareOfDetail/PhoneNum06155850528
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01336 DRAKES CREEK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HENDERSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037075
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029605
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031489
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029605
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031489
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029605
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031489
IRS990EZ/OccupancyRentUtltsAndMaintAmt04884
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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/PersonNm0HOLLIE UNGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHEN HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA OLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDSAY BALDWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0124207
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ORGANIZATION FOR ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE PARENT TEACHER COORDINATION FOR ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0129585
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0131469
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PTO SUPPORTS PARENT TEACHER CORRESPONDENCE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION C, LINE 1:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0620681064
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DR WILLIAM BURRUS ELEMENTARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TECHNOLOGY/STEM TEACHER. AMOUNT: 28,338. DESCRIPTION: FUNDRAISING. AMOUNT: 42,825. DESCRIPTION: STEM EQUIPMENT. AMOUNT: 24,412. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 7,459. DESCRIPTION: SUPPLIES. AMOUNT: 21,173. TOTAL TO FORM 990-EZ, LINE 16: 124,207.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-27
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ReturnHeader/Filer/EIN0473565755
ReturnHeader/Filer/PhoneNum06155850528
ReturnHeader/Filer/USAddress/AddressLine1Txt01336 DRAKES CREEK RD
ReturnHeader/Filer/USAddress/CityNm0HENDERSONVILLE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 CLINTON ST STE 204
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ReturnHeader/PreparerPersonGrp/PhoneNum06155370314
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADFORD R JONES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-07-27T08:21:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMANDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OLIN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,489
Liabilities
$0
Net assets
$31,489
Revenue
$131,469
Expenses
$129,585
Net income
$1,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.65$1.54$0.11
2024Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.67$1.95$0.28
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.43$0.98$0.45
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$1.14$1.20$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.31$1.30$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.71$0.69$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.27$1.37$1.47$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.37$1.15$1.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.21$1.28$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.43$1.22$0.91$0.31