Civic Intelligence

Bartlett Elementary School PTO

990EZ • Fiscal year 2019 • EIN 47-3812257

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 11, 2019

Organization ProfileN/A
3932 Billy Maher RdBartlett, TN 38135

(901) 373-2610

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

20th percentile

-15%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

-1.1%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,260

Down $4,637 (-22%) from 2018

Net Assets

Down

$16,260

Down $4,637 (-22%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Down

$31,568

Down $362 (-1.1%) from 2018

Expenses

Up

$36,205

Up $5,557 (+18%) from 2018

Net Income

Down

-$4,637

Down $5,919 (-462%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$30K$20K$10K$0Assets 2016: $14,988Net Assets 2016: $14,9882016Assets 2017: $19,615Net Assets 2017: $19,6152017Assets 2018: $20,897Net Assets 2018: $20,8972018Assets 2019: $16,260Net Assets 2019: $16,2602019Assets 2020: $29,080Net Assets 2020: $29,0802020

Highlighted filing

2019

Assets$16,260
Liabilities-
Net Assets$16,260
Open 2019 Filing

Operations Trend

Revenue Growth46th percentile

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

$40K$20K$0-$20KRevenue 2016: $28,708Expenses 2016: $13,720Net Income 2016: $14,9882016Revenue 2017: $22,732Expenses 2017: $18,105Net Income 2017: $4,6272017Revenue 2018: $31,930Expenses 2018: $30,648Net Income 2018: $1,2822018Revenue 2019: $31,568Expenses 2019: $36,205Net Income 2019: -$4,6372019Revenue 2020: $39,366Expenses 2020: $26,546Net Income 2020: $12,8202020

Highlighted filing

2019

Revenue$31,568
Expenses$36,205
Net Income-$4,637
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 11, 2019
Return Version
2018v3.1
Gross Receipts
$66,178
Mission and Program Overview

Mission

To develop united efforts between educators and the public to secure the highest advantages of education for children and youth.

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT FOR TEACHERS AND SCHOOL ADMINISTRATORS FOR THE BENEFIT OF THE STUDENTS AT BARTLETT ELEMENTARY-$36,205
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDSAY OAKLEYPresident-$0--
MEGAN HENERSONVice Preside-$0--
RACHEL WOODRUFFTreasurer-$0--
KIM COLEMANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$63,590$63,590$34,610$28,980
Total Events$63,590$63,590$34,610$28,980
Filing and Contact Details

Filer

Filer Name
Bartlett Elementary School Pto
EIN
47-3812257
Phone
9013732610
Address
3932 BILLY MAHER RD, BARTLETT, TN 38135

Signing Officer

Name
Lindsay Oakley
Title
President
Phone
2059372284
Signed
2019-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Fulton Cpas
Address
3100 APPLING RD, BARTLETT, TN 38133
Preparer
Orin Wilson CPA
Phone
9014520558
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 275 board expenses 783 bonding & insurance 385 teacher support 33,098 total 34,541”

Form 990-ez, Part III

“To develop united efforts between educators and the public to secure the highest advantages of education for children and youth.”

Raw XML Appendix149 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/PersonNm0RACHEL WOODRUFF
IRS990EZ/BooksInCareOfDetail/PhoneNum09013732610
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BARTLETT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038135
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020897
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MembershipDuesAmt02588
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt016260
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034541
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO DEVELOP UNITED EFFORTS BETWEEN EDUCATORS AND THE PUBLIC TO SECURE THE HIGHEST ADVANTAGES OF EDUCATION FOR CHILDREN AND YOUTH.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036205
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034610
IRS990EZ/SpecialEventsNetIncomeLossAmt028980
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036205
IRS990EZ/TotalProgramServiceExpensesAmt036205
IRS990EZ/TotalRevenueAmt031568
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02588
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01974
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06808
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063590
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059972
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050532
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt055293
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0229387
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0236195
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061946
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051757
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056314
IRS990ScheduleA/Total509Grp/TotalAmt0236195
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066178
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061946
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051757
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056314
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0236195
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034610
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt063590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt063590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063590
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028980
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034610
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 275 BOARD EXPENSES 783 BONDING & INSURANCE 385 TEACHER SUPPORT 33,098 TOTAL 34,541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO DEVELOP UNITED EFFORTS BETWEEN EDUCATORS AND THE PUBLIC TO SECURE THE HIGHEST ADVANTAGES OF EDUCATION FOR CHILDREN AND YOUTH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSAY OAKLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02059372284
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTLETT ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0473812257
ReturnHeader/Filer/PhoneNum09013732610
ReturnHeader/Filer/USAddress/AddressLine1Txt03932 BILLY MAHER RD
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.251.162.66
ReturnHeader/FilingSecurityInformation/IPDt02019-09-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:51:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833041767
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FULTON CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03100 APPLING RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BARTLETT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038133
ReturnHeader/PreparerPersonGrp/PhoneNum09014520558
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ORIN WILSON CPA
ReturnHeader/ReturnTs02019-09-19T09:51:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,260
Liabilities
-
Net assets
$16,260
Revenue
$31,568
Expenses
$36,205
Net income
-$4,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$29.1$29.1$39.4$26.5$12.8
2019Detailed filing. Detailed filing data is available for this year.$16.3$16.3$31.6$36.2$4.64
2018Detailed filing. Detailed filing data is available for this year.$20.9$20.9$31.9$30.6$1.28
2017Detailed filing. Detailed filing data is available for this year.$19.6$19.6$22.7$18.1$4.63
2016Detailed filing. Detailed filing data is available for this year.$15.0$15.0$28.7$13.7$15.0