Civic Intelligence

Medlock Bridge Elementary Foundation Inc.

990EZ • Fiscal year 2023 • EIN 51-0621183

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 26, 2023

Organization ProfileN/A
10215 Medlock Bridge ParkwayJohns Creek, GA 30022

(678) 580-5571

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

37%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

8.1%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$83,443

Flat from 2023

Net Assets

$83,443

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Flat

$79,174

Flat from 2023

Expenses

Flat

$56,578

Flat from 2023

Net Income

Flat

$22,596

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$100K$50K$0Assets 2012: $11,016Liabilities 2012: $02012Assets 2013: $11,044Liabilities 2013: $02013Assets 2014: $9,140Liabilities 2014: $02014Assets 2015: $29,870Net Assets 2015: $29,8702015Assets 2016: $40,222Net Assets 2016: $40,2222016Assets 2017: $59,387Net Assets 2017: $59,3872017Assets 2018: $43,896Net Assets 2018: $43,8962018Assets 2019: $47,857Net Assets 2019: $47,8572019Assets 2020: $51,835Net Assets 2020: $51,8352020Assets 2021: $38,937Net Assets 2021: $38,9372021Assets 2022: $60,847Net Assets 2022: $60,8472022Assets 2023: $83,443Net Assets 2023: $83,4432023Assets 2023: $83,443Liabilities 2023: $02023Assets 2024: $83,917Liabilities 2024: $02024Assets 2025: $72,291Net Assets 2025: $72,2912025

Highlighted filing

2023

Assets$83,443
Liabilities-
Net Assets$83,443
Open 2023 Filing

Operations Trend

Revenue Growth54th percentile

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

$100K$50K$0-$50KRevenue 2012: $31,183Expenses 2012: $29,837Net Income 2012: $1,3462012Revenue 2013: $36,305Expenses 2013: $36,277Net Income 2013: $282013Revenue 2014: $30,168Expenses 2014: $32,072Net Income 2014: -$1,9042014Revenue 2015: $28,317Expenses 2015: $7,587Net Income 2015: $20,7302015Revenue 2016: $76,525Expenses 2016: $84,498Net Income 2016: -$7,9732016Revenue 2017: $77,220Expenses 2017: $58,055Net Income 2017: $19,1652017Revenue 2018: $80,243Expenses 2018: $95,734Net Income 2018: -$15,4912018Revenue 2019: $73,852Expenses 2019: $69,891Net Income 2019: $3,9612019Revenue 2020: $68,526Expenses 2020: $64,548Net Income 2020: $3,9782020Revenue 2021: $14,497Expenses 2021: $27,395Net Income 2021: -$12,8982021Revenue 2022: $73,268Expenses 2022: $51,358Net Income 2022: $21,9102022Revenue 2023: $79,174Expenses 2023: $56,578Net Income 2023: $22,5962023Revenue 2023: $79,174Expenses 2023: $56,578Net Income 2023: $22,5962023Revenue 2024: $64,517Expenses 2024: $64,043Net Income 2024: $4742024Revenue 2025: $65,812Expenses 2025: $77,438Net Income 2025: -$11,6262025

Highlighted filing

2023

Revenue$79,174
Expenses$56,578
Net Income$22,596
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 26, 2023
Return Version
2022v5.0
Gross Receipts
$124,519
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Student enrichment, reading, math, science, art& other activities$0$52,338
Support of student field trips$0$36,967
Classroom support of approximately 675 students,educational material and supplies, technologicalassistance and student publications$0$8,378
The Orginazation's primary exempt purpose is to enhance the educational experience of the students at Medlock Bridge Elementary School--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer Quinn TaylorPresident-$0--
Lisa Logan RawlinsonTreasurer-$0--
Jacquline DulockSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Medlock Bridge Elementary PTO
EIN
51-0621183
Phone
6785805571
Address
10215 Medlock Bridge Parkway, Johns Creek, GA 30022

Signing Officer

Name
Lisa Logan Rawlinson
Title
Treasurer
Phone
6785805571
Signed
2023-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Caulfield CPA
Address
5620 TENBURY WAY, Johns Creek, GA 30022
Preparer
Thomas P Caulfield
Phone
8457508650
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“The Orginazation's primary exempt purpose is to enhance the educational experience of the students at Medlock Bridge Elementary School”

Form 990EZ, Part I, Line 16

“Administrative 4240.”

Form 990EZ, Part I, Line 16

“School Support 52338.”

Raw XML Appendix172 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/PersonNm0Lisa Logan Rawlinson
IRS990EZ/BooksInCareOfDetail/PhoneNum04436908453
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010215 Medlock Bridge Parkway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Johns Creek
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030022
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060847
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083443
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01250
IRS990EZ/CostOfGoodsSoldAmt08378
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022596
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060847
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083443
IRS990EZ/FundraisingGrossIncomeAmt087201
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt03775
IRS990EZ/GrossReceiptsAmt0124519
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt012153
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023915
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060847
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083443
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060847
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083443
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Quinn Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lisa Logan Rawlinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jacquline Dulock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056578
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support of student field trips
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Classroom support of approximately 675 students,educational material and supplies, technologicalassistance and student publications
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student enrichment, reading, math, science, art& other activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3The Orginazation's primary exempt purpose is to enhance the educational experience of the students at Medlock Bridge Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036967
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18378
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt252338
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036967
IRS990EZ/SpecialEventsNetIncomeLossAmt050234
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056578
IRS990EZ/TotalProgramServiceExpensesAmt097683
IRS990EZ/TotalRevenueAmt079174
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011598
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017445
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022453
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt096128
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt099354
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt099892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070263
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt090584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0373507
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0469635
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0124519
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0119359
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025012
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087708
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0113037
IRS990ScheduleA/Total509Grp/TotalAmt0469635
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0469635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Orginazation's primary exempt purpose is to enhance the educational experience of the students at Medlock Bridge Elementary School
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative 4240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Support 52338.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Logan Rawlinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06785805571
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Medlock Bridge Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0MEDL
ReturnHeader/Filer/EIN0510621183
ReturnHeader/Filer/PhoneNum06785805571
ReturnHeader/Filer/USAddress/AddressLine1Txt010215 Medlock Bridge Parkway
ReturnHeader/Filer/USAddress/CityNm0Johns Creek
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030022
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814622013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS CAULFIELD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05620 TENBURY WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Johns Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030022
ReturnHeader/PreparerPersonGrp/PhoneNum08457508650
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas P Caulfield
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-06T14:00:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lisa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Logan Rawlinson
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,443
Liabilities
-
Net assets
$83,443
Revenue
$79,174
Expenses
$56,578
Net income
$22,596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.3$72.3$65.8$77.4$11.6
2024Summary only. Only limited summary data is available for this year.$83.9$0.00$64.5$64.0$0.47
2023Detailed filing. Detailed filing data is available for this year.$83.4$83.4$79.2$56.6$22.6
2023Summary only. Only limited summary data is available for this year.$83.4$0.00$79.2$56.6$22.6
2022Detailed filing. Detailed filing data is available for this year.$60.8$60.8$73.3$51.4$21.9
2021Detailed filing. Detailed filing data is available for this year.$38.9$38.9$14.5$27.4$12.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.8$51.8$68.5$64.5$3.98
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.9$47.9$73.9$69.9$3.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.9$43.9$80.2$95.7$15.5
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.4$59.4$77.2$58.1$19.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.2$40.2$76.5$84.5$7.97
2015Detailed filing. Detailed filing data is available for this year.$29.9$29.9$28.3$7.59$20.7
2014Summary only. Only limited summary data is available for this year.$9.14$0.00$30.2$32.1$1.90
2013Summary only. Only limited summary data is available for this year.$11.0$0.00$36.3$36.3$0.03
2012Summary only. Only limited summary data is available for this year.$11.0$0.00$31.2$29.8$1.35