Civic Intelligence

W P Scales School Parents Club

990 • Fiscal year 2017 • EIN 58-1781791

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 13, 2017

6430 Murray LaneBrentwood, TN 37027

(615) 472-4830

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

91st percentile

101%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$102,685

Up $51,475 (+101%) from 2016

Net Assets

Up

$102,685

Up $51,475 (+101%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$227,729

Up $26,313 (+13%) from 2016

Expenses

Down

$176,254

Down $69,613 (-28%) from 2016

Net Income

Up

$51,475

Up $95,926 (+216%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $64,223Liabilities 2011: $02011Assets 2012: $68,228Liabilities 2012: $02012Assets 2013: $70,615Liabilities 2013: $02013Assets 2014: $83,866Liabilities 2014: $0Net Assets 2014: $83,8662014Assets 2015: $95,661Liabilities 2015: $0Net Assets 2015: $95,6612015Assets 2016: $51,210Liabilities 2016: $0Net Assets 2016: $51,2102016Assets 2017: $102,685Liabilities 2017: $0Net Assets 2017: $102,6852017Assets 2018: $86,667Liabilities 2018: $0Net Assets 2018: $86,6672018Assets 2019: $130,822Liabilities 2019: $0Net Assets 2019: $130,8222019Assets 2020: $151,470Liabilities 2020: $0Net Assets 2020: $151,4702020Assets 2021: $178,503Liabilities 2021: $0Net Assets 2021: $178,5032021Assets 2022: $223,046Liabilities 2022: $0Net Assets 2022: $223,0462022Assets 2023: $216,966Liabilities 2023: $0Net Assets 2023: $216,9662023Assets 2024: $143,329Liabilities 2024: $0Net Assets 2024: $143,3292024Assets 2025: $111,092Liabilities 2025: $0Net Assets 2025: $111,0922025

Highlighted filing

2017

Assets$102,685
Liabilities$0
Net Assets$102,685

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $114,786Expenses 2011: $116,399Net Income 2011: -$1,6132011Revenue 2012: $132,838Expenses 2012: $128,833Net Income 2012: $4,0052012Revenue 2013: $140,348Expenses 2013: $137,961Net Income 2013: $2,3872013Revenue 2014: $151,675Expenses 2014: $138,424Net Income 2014: $13,2512014Revenue 2015: $187,837Expenses 2015: $176,042Net Income 2015: $11,7952015Revenue 2016: $201,416Expenses 2016: $245,867Net Income 2016: -$44,4512016Revenue 2017: $227,729Expenses 2017: $176,254Net Income 2017: $51,4752017Revenue 2018: $213,118Expenses 2018: $229,136Net Income 2018: -$16,0182018Revenue 2019: $231,827Expenses 2019: $187,672Net Income 2019: $44,1552019Revenue 2020: $221,546Expenses 2020: $200,898Net Income 2020: $20,6482020Revenue 2021: $154,251Expenses 2021: $127,218Net Income 2021: $27,0332021Revenue 2022: $200,664Expenses 2022: $156,121Net Income 2022: $44,5432022Revenue 2023: $208,264Expenses 2023: $214,344Net Income 2023: -$6,0802023Revenue 2024: $213,289Expenses 2024: $286,926Net Income 2024: -$73,6372024Revenue 2025: $215,626Expenses 2025: $247,863Net Income 2025: -$32,2372025

Highlighted filing

2017

Revenue$227,729
Expenses$176,254
Net Income$51,475
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 13, 2017
Return Version
2016v3.0
Gross Receipts
$260,721
Mission and Program Overview

Mission

Scales Elementary PTO supplements the education programs of Scales Elementary School - a Williamson County TN Public School

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$51,210$102,685▲ $51,475
Rtn Earn Endowment Incm Other Fnds$51,210$102,685▲ $51,475
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$51,210$102,685▲ $51,475
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$51,210$102,685▲ $51,475
Total Liabilities and Net Assets / Fund Balance$51,210$102,685▲ $51,475
Compensation and Service Providers

Board Members and Trustees

NameTitle
Laura McClendonPresident
Carrie Beth SheltonVice President
Shayna GunnVice President
Alice HalsteadDirector
Julie TurnerDirector
Katie LizarragaDirector
Katie WoodcockDirector
Melonye LoweDirector
Stephanie NovinDirector
Tina TidwellDirector
Yasmin PatelDirector
Sarah BrandonSecretary
Nancy NguyenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$128,928
Program Service Revenue
$26,485
Investment Income
$0
Other Revenue
$72,316
All Other Contributions
$128,928
Change in Net Assets
$51,475
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$176,254
Total Fundraising Expense$7,666
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$63,982$10,060$7,666$81,708
Other Expenses$7,472$546-$7,472
Insurance-$590-$590
Total Functional Expenses$157,392$11,196$7,666$176,254
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$90,942
Fundraising Direct Expenses$23,069
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$36,056$36,056-$36,056
Songwriters Night$30,720$30,720$12,661$18,059
Total Events$87,708$87,708$22,406$65,302
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

990 will be made available to all board members for approval.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Return will be made available upon request.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All documents will be made available upon request.

Filing and Contact Details

Filer

Filer Name
Wp Scales School Pto
EIN
58-1781791
Phone
6154724830
Address
6430 Murray Lane, Brentwood, TN 37027

Signing Officer

Name
Nancy Nguyen
Title
Treasurer
Signed
2017-12-13
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Tn
Voting Board Members
13
Independent Board Members
14
Employees
0
Volunteers
150

Preparer

Firm
Connelly & Beeten PLC
Address
3817 Bedford Ave Suite 140, Nashville, TN 37215-2534
Preparer
Rachel Beeten CPA
Phone
6153708145
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

5th Grade BBQ: Column (A) - Total = $452; Column (B) - Program Services = $452; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

5th Grade Reception: Column (A) - Total = $1076; Column (B) - Program Services = $1076; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Art Program: Column (A) - Total = $1558; Column (B) - Program Services = $1558; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Bank Processing Fees: Column (A) - Total = $3880; Column (B) - Program Services = $0; Column (C) - Management & General = $3880; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Box Tops: Column (A) - Total = $254; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $254

Form 990, Part IX, Line 24E: Other Expenses

Clinic Supplies: Column (A) - Total = $95; Column (B) - Program Services = $95; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Computer Lab: Column (A) - Total = $3052; Column (B) - Program Services = $3052; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Copier: Column (A) - Total = $190; Column (B) - Program Services = $190; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Destination Imagination: Column (A) - Total = $1400; Column (B) - Program Services = $1400; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Die Cuts: Column (A) - Total = $56; Column (B) - Program Services = $56; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Dramatic Arts: Column (A) - Total = $6203; Column (B) - Program Services = $6203; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Education Enrichment Fund: Column (A) - Total = $428; Column (B) - Program Services = $428; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Field Day: Column (A) - Total = $1029; Column (B) - Program Services = $1029; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Field Day: Column (A) - Total = $2023; Column (B) - Program Services = $2023; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Furniture for School: Column (A) - Total = $1533; Column (B) - Program Services = $1533; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Grandparents Day: Column (A) - Total = $5548; Column (B) - Program Services = $5548; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Guidance: Column (A) - Total = $809; Column (B) - Program Services = $809; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Hospitality: Column (A) - Total = $5075; Column (B) - Program Services = $5075; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Invest - Celebration: Column (A) - Total = $5205; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $5205

Form 990, Part IX, Line 24E: Other Expenses

Invest - Fundraising: Column (A) - Total = $2207; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $2207

Form 990, Part IX, Line 24E: Other Expenses

Laminating: Column (A) - Total = $800; Column (B) - Program Services = $800; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Landscaping - School: Column (A) - Total = $1000; Column (B) - Program Services = $1000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Library Fund: Column (A) - Total = $3804; Column (B) - Program Services = $3804; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Membership Fees: Column (A) - Total = $250; Column (B) - Program Services = $0; Column (C) - Management & General = $250; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Mentor Program: Column (A) - Total = $631; Column (B) - Program Services = $631; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Misc Committee Expense: Column (A) - Total = $1980; Column (B) - Program Services = $0; Column (C) - Management & General = $1980; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Music Program: Column (A) - Total = $643; Column (B) - Program Services = $643; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Mustang Closet: Column (A) - Total = $511; Column (B) - Program Services = $511; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

New Teachers Funds: Column (A) - Total = $661; Column (B) - Program Services = $661; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Office Supplies: Column (A) - Total = $1690; Column (B) - Program Services = $0; Column (C) - Management & General = $1690; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Parent Enrichment: Column (A) - Total = $575; Column (B) - Program Services = $575; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Physical Education: Column (A) - Total = $1674; Column (B) - Program Services = $1674; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Professional Development: Column (A) - Total = $1115; Column (B) - Program Services = $1115; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PTO General Fund: Column (A) - Total = $4520; Column (B) - Program Services = $2260; Column (C) - Management & General = $2260; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Reading Room: Column (A) - Total = $1920; Column (B) - Program Services = $1920; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Run Club: Column (A) - Total = $285; Column (B) - Program Services = $285; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Student Incentives: Column (A) - Total = $674; Column (B) - Program Services = $674; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Summer Celebrations: Column (A) - Total = $878; Column (B) - Program Services = $878; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Sunshine Fund: Column (A) - Total = $486; Column (B) - Program Services = $486; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Teacher Allocations: Column (A) - Total = $1951; Column (B) - Program Services = $1951; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Teacher Appreciation: Column (A) - Total = $7093; Column (B) - Program Services = $7093; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Teacher Gift Cards: Column (A) - Total = $4800; Column (B) - Program Services = $4800; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Website: Column (A) - Total = $690; Column (B) - Program Services = $690; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Yearbook: Column (A) - Total = $1004; Column (B) - Program Services = $1004; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Raw XML AppendixShowing 400 of 558 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.

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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Songwriters Night
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 will be made available to all board members for approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Return will be made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All documents will be made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35th Grade BBQ: Column (A) - Total = $452; Column (B) - Program Services = $452; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt45th Grade Reception: Column (A) - Total = $1076; Column (B) - Program Services = $1076; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$2.16$2.48$0.32
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$2.13$2.87$0.74
2023Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$2.08$2.14$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$2.01$1.56$0.45
2021Summary only. Only limited summary data is available for this year.$1.79$0.00$1.79$1.54$1.27$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$2.22$2.01$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$2.32$1.88$0.44
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$2.13$2.29$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$2.28$1.76$0.51
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$2.01$2.46$0.44
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.88$1.76$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.52$1.38$0.13
2013Summary only. Only limited summary data is available for this year.$0.71$0.00$1.40$1.38$0.02
2012Summary only. Only limited summary data is available for this year.$0.68$0.00$1.33$1.29$0.04
2011Summary only. Only limited summary data is available for this year.$0.64$0.00$1.15$1.16$0.02