Civic Intelligence

Harpeth Valley Elementary PTO

990EZ • Fiscal year 2022 • EIN 58-1485373

Jun 01, 2021 to May 31, 2022 • Filed on Nov 17, 2022

Organization ProfileN/A
7840 Learning LaneNashville, TN 37221

(615) 513-1589

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

67th percentile

17%

Higher net margin than 67% 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

14th percentile

-34%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$68,281

Down $35,488 (-34%) from 2021

Net Assets

$68,281

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Down

$43,723

Down $8,938 (-17%) from 2021

Expenses

Down

$36,166

Down $35,165 (-49%) from 2021

Net Income

Up

$7,557

Up $26,227 (+140%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$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

2022

Assets$68,281
Liabilities-
Net Assets$68,281
Open 2022 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$43,723
Expenses$36,166
Net Income$7,557
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Nov 17, 2022
Return Version
2021v4.0
Gross Receipts
$43,723
Mission and Program Overview

Mission

School parent teacher organization

Program Services

DescriptionGrantsExpenses
PROVIDE TECHNOLOGY EQUIPMENT AND SOFTWARE TO STUDENTS; ENTIRE STUDENT BODY BENEFITS FROM SUPPLIES PROVIDED (SEE LIST PROVIDED IN FINANCIAL STATEMENTS)-$19,746
PROVIDES SUPPORT FOR TEACHERS AND SPECIAL AREAS; ENTIRE STUDENT BODY BENEFITS FROM SUPPLIES PROVIDED FOR EACH CLASSROOM, LIBRARY, PE, COUNSELORS.-$14,881
PROVIDES SUPPORT FOR THE ACCELERATED READER PROGRAM; ENTIRE STUDENT BODY BENEFITS-$1,539
TEACHER GRANTS--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIMMI PHILLIPSPresident-$0--
DARAH KERPKAAssistant Tr-$0--
JORDAN PENDERGRASSFundraising-$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
2022-11-17

Preparer

Firm
Alexander Thompson Arnold 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 76 bank fees -19 supplies & operations 273 technology expenses 360 special areas expenses 11,846 teacher appreciation exp 1,385 teacher assistance exp 1,650 library expenses 1,539 special projects exp 9,071 4th grade celebration 186 membership drive 363 credit card fees 267 technology expenses 8,624 total 36,166”

Form 990-ez, Part II, Line 24

“Various equipment for school use 12,127 12,127 total 12,127 12,127”

Form 990-ez, Part III, Line 31

“TEACHER GRANTS”

Raw XML Appendix150 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/PersonNm0CAITY CRADDOCK
IRS990EZ/BooksInCareOfDetail/PhoneNum06155131589
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07840 LEARNING LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NASHVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037221
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048597
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056154
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt043117
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IRS990EZ/ExcessOrDeficitForYearAmt07557
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060724
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIMMI PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DARAH KERPKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JORDAN PENDERGRASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREI DUMITRESCU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012127
IRS990EZ/OtherAssetsTotalDetail/EOYAmt012127
IRS990EZ/OtherExpensesTotalAmt036166
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/ProgramServiceExpensesAmt019746
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114881
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21539
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036166
IRS990EZ/TotalProgramServiceExpensesAmt036166
IRS990EZ/TotalRevenueAmt043723
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043117
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051492
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt098924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0111061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0117950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0422544
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0122
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0222
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0606
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01169
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01813
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0122
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0222
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt0424357
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043723
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt098962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0111061
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0117950
IRS990ScheduleA/Total509Grp/TotalAmt0424357
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043723
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt098962
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0111161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0118072
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0424579
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 545 QUICKBOOKS EXPENSE 76 BANK FEES -19 SUPPLIES & OPERATIONS 273 TECHNOLOGY EXPENSES 360 SPECIAL AREAS EXPENSES 11,846 TEACHER APPRECIATION EXP 1,385 TEACHER ASSISTANCE EXP 1,650 LIBRARY EXPENSES 1,539 SPECIAL PROJECTS EXP 9,071 4TH GRADE CELEBRATION 186 MEMBERSHIP DRIVE 363 CREDIT CARD FEES 267 TECHNOLOGY EXPENSES 8,624 TOTAL 36,166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VARIOUS EQUIPMENT FOR SCHOOL USE 12,127 12,127 TOTAL 12,127 12,127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER GRANTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREI DUMITRESCU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06156623015
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-17
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/PreparerFirmGrp/PreparerFirmEIN0621110839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEXANDER THOMPSON ARNOLD 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/PreparationDt02022-11-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W HART CPA
ReturnHeader/ReturnTs02022-11-29T17:11:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUMITRESCU
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
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
$68,281
Liabilities
-
Net assets
$68,281
Revenue
$43,723
Expenses
$36,166
Net income
$7,557
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