Civic Intelligence

Harpeth Valley Elementary PTO

EIN 58-1485373 • 501(c)3 • Nashville, TN

Profile

School parent teacher organization

7840 Learning LaneNashville, TN 37221

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

-0.7%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

85th percentile

51%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$124,130

Up $56,333 (+83%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$124,130

Up $56,333 (+83%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin70th percentile

Revenue

Up

$124,963

Up $58,758 (+89%) from 2023

Expenses

Up

$68,631

Up $12,605 (+22%) from 2023

Net Income

Up

$56,332

Up $46,153 (+453%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $111,798Liabilities 2011: $02011Assets 2012: $119,593Net Assets 2012: $119,5932012Assets 2013: $134,085Liabilities 2013: $02013Assets 2014: $126,718Net Assets 2014: $126,7182014Assets 2015: $96,180Net Assets 2015: $96,1802015Assets 2016: $93,738Net Assets 2016: $93,7382016Assets 2017: $90,820Net Assets 2017: $90,8202017Assets 2018: $114,638Net Assets 2018: $114,6382018Assets 2019: $91,706Net Assets 2019: $91,7062019Assets 2020: $122,439Liabilities 2020: $02020Assets 2021: $103,769Liabilities 2021: $02021Assets 2022: $68,281Net Assets 2022: $68,2812022Assets 2023: $67,797Net Assets 2023: $67,7972023Assets 2024: $124,130Net Assets 2024: $124,1302024

Highlighted filing

2024

Assets$124,130
Liabilities-
Net Assets$124,130
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $77,171Expenses 2011: $61,576Net Income 2011: $15,5952011Revenue 2012: $66,099Expenses 2012: $58,304Net Income 2012: $7,7952012Revenue 2013: $70,634Expenses 2013: $64,853Net Income 2013: $5,7812013Revenue 2014: $66,906Expenses 2014: $74,273Net Income 2014: -$7,3672014Revenue 2015: $73,425Expenses 2015: $103,963Net Income 2015: -$30,5382015Revenue 2016: $94,522Expenses 2016: $96,964Net Income 2016: -$2,4422016Revenue 2017: $93,029Expenses 2017: $79,243Net Income 2017: $13,7862017Revenue 2018: $120,322Expenses 2018: $99,022Net Income 2018: $21,3002018Revenue 2019: $111,161Expenses 2019: $134,152Net Income 2019: -$22,9912019Revenue 2020: $105,685Expenses 2020: $74,952Net Income 2020: $30,7332020Revenue 2021: $52,661Expenses 2021: $71,331Net Income 2021: -$18,6702021Revenue 2022: $43,723Expenses 2022: $36,166Net Income 2022: $7,5572022Revenue 2023: $66,205Expenses 2023: $56,026Net Income 2023: $10,1792023Revenue 2024: $124,963Expenses 2024: $68,631Net Income 2024: $56,3322024

Highlighted filing

2024

Revenue$124,963
Expenses$68,631
Net Income$56,332
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,130
Liabilities
-
Net assets
$124,130
Revenue
$124,963
Expenses
$68,631
Net income
$56,332
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$1.24$1.25$0.69$0.56
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.66$0.56$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.44$0.36$0.08
2021Summary only. Only limited summary data is available for this year.$1.04$0.00$0.53$0.71$0.19
2020Summary only. Only limited summary data is available for this year.$1.22$0.00$1.06$0.75$0.31
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.11$1.34$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.15$1.15$1.20$0.99$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.93$0.79$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.95$0.97$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.73$1.04$0.31
2014Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.67$0.74$0.07
2013Summary only. Only limited summary data is available for this year.$1.34$0.00$0.71$0.65$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$1.20$0.66$0.58$0.08
2011Summary only. Only limited summary data is available for this year.$1.12$0.00$0.77$0.62$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$124,963
Mission and Program Overview

Mission

School parent teacher organization

Program Services

DescriptionGrantsExpenses
PROVIDES SUPPORT FOR TEACHERS AND SPECIAL AREAS; ENTIRE STUDENT BODY BENEFITS FROM SUPPLIES PROVIDED FOR EACH CLASSROOM, LIBRARY, PE, COUNSELORS.-$37,813
PROVIDE TECHNOLOGY EQUIPMENT AND SOFTWARE TO STUDENTS; ENTIRE STUDENT BODY BENEFITS FROM SUPPLIES PROVIDED (SEE LIST PROVIDED IN FINANCIAL STATEMENTS)-$30,818
PROVIDES SUPPORT FOR THE ACCELERATED READER PROGRAM; ENTIRE STUDENT BODY BENEFITS--
TEACHER GRANTS--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIMMI PHILLIPSCo-President-$0--
AMBER JOVERCo-President-$0--
JORDAN PENDERGRASSVice Preside-$0--
ANDREI DUMITRESCUTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Harpeth Valley Elementary Pto
EIN
58-1485373
Phone
6155131589
Address
7840 LEARNING LANE, NASHVILLE, TN 37221

Signing Officer

Name
Andrei Dumitrescu
Title
Treasurer
Phone
6156623015
Signed
2025-05-13

Preparer

Firm
Ata Pllc
Address
909 HARPETH VALLEY PLACE, NASHVILLE, TN 37221
Preparer
David W Hart CPA
Phone
6156622727
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 545 quickbooks expense 1,262 bank fees 296 hound dog run expenses 11,093 activities and events 6,804 technology expenses 6,026 special areas expenses 18,430 teacher appreciation exp 5,897 teacher assistance exp 13,486 fall dance 4,792 total 68,631”

Form 990-ez, Part I, Line 20

“Prior period adjustment 0”

Form 990-ez, Part II, Line 24

“Various equipment for school use 8,880 8,880 total 8,880 8,880”

Form 990-ez, Part III, Line 31

“TEACHER GRANTS”

Raw XML Appendix147 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/PersonNm0ANDREI DUMITRESCU
IRS990EZ/BooksInCareOfDetail/PhoneNum06155131589
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07840 LEARNING LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NASHVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0372214179
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058918
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0115250
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0117203
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt056332
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067798
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0124130
IRS990EZ/GrossReceiptsAmt0124963
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt039
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07721
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067798
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0124130
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067798
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0124130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIMMI PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMBER JOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JORDAN PENDERGRASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREI DUMITRESCU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08880
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08880
IRS990EZ/OtherExpensesTotalAmt068631
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL PARENT TEACHER ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE TECHNOLOGY EQUIPMENT AND SOFTWARE TO STUDENTS; ENTIRE STUDENT BODY BENEFITS FROM SUPPLIES PROVIDED (SEE LIST PROVIDED IN FINANCIAL STATEMENTS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDES SUPPORT FOR TEACHERS AND SPECIAL AREAS; ENTIRE STUDENT BODY BENEFITS FROM SUPPLIES PROVIDED FOR EACH CLASSROOM, LIBRARY, PE, COUNSELORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDES SUPPORT FOR THE ACCELERATED READER PROGRAM; ENTIRE STUDENT BODY BENEFITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3TEACHER GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030818
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt137813
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068631
IRS990EZ/TotalProgramServiceExpensesAmt068631
IRS990EZ/TotalRevenueAmt0124963
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0117203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt063518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043117
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt051492
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt098924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0374254
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0606
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01169
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012260
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0386514
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0124963
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043723
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt098962
IRS990ScheduleA/Total509Grp/TotalAmt0386514
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0124963
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043723
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt098962
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0386514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 545 QUICKBOOKS EXPENSE 1,262 BANK FEES 296 HOUND DOG RUN EXPENSES 11,093 ACTIVITIES AND EVENTS 6,804 TECHNOLOGY EXPENSES 6,026 SPECIAL AREAS EXPENSES 18,430 TEACHER APPRECIATION EXP 5,897 TEACHER ASSISTANCE EXP 13,486 FALL DANCE 4,792 TOTAL 68,631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VARIOUS EQUIPMENT FOR SCHOOL USE 8,880 8,880 TOTAL 8,880 8,880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER GRANTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREI DUMITRESCU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06156623015
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARPETH VALLEY ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0HARP
ReturnHeader/Filer/EIN0581485373
ReturnHeader/Filer/PhoneNum06155131589
ReturnHeader/Filer/USAddress/AddressLine1Txt07840 LEARNING LANE
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037221
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621110839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0909 HARPETH VALLEY PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037221
ReturnHeader/PreparerPersonGrp/PhoneNum06156622727
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W HART CPA
ReturnHeader/ReturnTs02025-05-22T17:07:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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