Civic Intelligence

Harpeth Valley Elementary PTO

990EZ • Fiscal year 2023 • EIN 58-1485373

Jun 01, 2022 to May 31, 2023 • Filed on Jan 04, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

69th percentile

15%

Higher net margin than 69% 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

45th percentile

-0.7%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

81st percentile

51%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$67,797

Down $484 (-0.7%) from 2022

Net Assets

Down

$67,797

Down $484 (-0.7%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Up

$66,205

Up $22,482 (+51%) from 2022

Expenses

Up

$56,026

Up $19,860 (+55%) from 2022

Net Income

Up

$10,179

Up $2,622 (+35%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2023

Assets$67,797
Liabilities-
Net Assets$67,797
Open 2023 Filing

Operations Trend

Revenue Growth81st 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

2023

Revenue$66,205
Expenses$56,026
Net Income$10,179
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Jan 4, 2024
Return Version
2022v5.0
Gross Receipts
$66,205
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.-$29,957
PROVIDE TECHNOLOGY EQUIPMENT AND SOFTWARE TO STUDENTS; ENTIRE STUDENT BODY BENEFITS FROM SUPPLIES PROVIDED (SEE LIST PROVIDED IN FINANCIAL STATEMENTS)-$23,572
PROVIDES SUPPORT FOR THE ACCELERATED READER PROGRAM; ENTIRE STUDENT BODY BENEFITS-$2,497
TEACHER GRANTS--
Compensation and Service Providers
Top Officer Pay78th 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
2024-01-04

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 1,103 audit/tax fees 2,500 bank fees 25 hound dog run expenses 8,534 activities and events 417 supplies & operations 88 technology expenses 10,360 special areas expenses 15,837 teacher appreciation exp 4,966 teacher assistance exp 9,154 library expenses 2,497 total 56,026”

Form 990-ez, Part I, Line 20

“Prior period adjustment -10,663”

Form 990-ez, Part II, Line 24

“Various equipment for school use 12,127 8,880 total 12,127 8,880”

Form 990-ez, Part III, Line 31

“TEACHER GRANTS”

Raw XML Appendix154 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/BOYAmt056154
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058917
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt063518
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010179
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068281
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067797
IRS990EZ/GrossReceiptsAmt066205
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt022
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02665
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068281
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067797
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068281
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067797
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/BOYAmt012127
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08880
IRS990EZ/OtherChangesInNetAssetsAmt0-10663
IRS990EZ/OtherExpensesTotalAmt056026
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/ProgramServiceExpensesAmt023572
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt129957
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22497
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056026
IRS990EZ/TotalProgramServiceExpensesAmt056026
IRS990EZ/TotalRevenueAmt066205
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt043117
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt051492
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt098924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0111061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0368112
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0606
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01169
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04500
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0100
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt0372612
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043723
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0111061
IRS990ScheduleA/Total509Grp/TotalAmt0372612
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043723
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt098962
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0111161
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0372712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 545 QUICKBOOKS EXPENSE 1,103 AUDIT/TAX FEES 2,500 BANK FEES 25 HOUND DOG RUN EXPENSES 8,534 ACTIVITIES AND EVENTS 417 SUPPLIES & OPERATIONS 88 TECHNOLOGY EXPENSES 10,360 SPECIAL AREAS EXPENSES 15,837 TEACHER APPRECIATION EXP 4,966 TEACHER ASSISTANCE EXP 9,154 LIBRARY EXPENSES 2,497 TOTAL 56,026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT -10,663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VARIOUS EQUIPMENT FOR SCHOOL USE 12,127 8,880 TOTAL 12,127 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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREI DUMITRESCU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06156623015
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-04
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/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/PreparationDt02024-01-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W HART CPA
ReturnHeader/ReturnTs02024-04-29T15:26:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUMITRESCU
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
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
$67,797
Liabilities
-
Net assets
$67,797
Revenue
$66,205
Expenses
$56,026
Net income
$10,179
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