Civic Intelligence

Briarwood Elementary PTO Inc

990EZ • Fiscal year 2021 • EIN 61-1398277

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 22, 2021

Organization ProfileN/A
265 Lovers LaneBowling Green, KY 42103

(270) 791-1909

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

20th percentile

-18%

Faster asset growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-58%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,335

Down $4,955 (-18%) from 2020

Net Assets

$22,335

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$26,444

Down $36,737 (-58%) from 2020

Expenses

Down

$31,400

Down $33,123 (-51%) from 2020

Net Income

Down

-$4,956

Down $3,614 (-269%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$80K$60K$40K$20K$0Assets 2011: $9,509Net Assets 2011: $9,5092011Assets 2012: $19,642Liabilities 2012: $0Net Assets 2012: $19,6422012Assets 2013: $18,705Liabilities 2013: $0Net Assets 2013: $18,7052013Assets 2014: $37,556Liabilities 2014: $0Net Assets 2014: $37,5562014Assets 2015: $37,457Liabilities 2015: $02015Assets 2016: $14,893Liabilities 2016: $02016Assets 2017: $12,227Liabilities 2017: $02017Assets 2018: $21,979Liabilities 2018: $02018Assets 2019: $28,633Liabilities 2019: $02019Assets 2020: $27,290Liabilities 2020: $02020Assets 2021: $22,335Net Assets 2021: $22,3352021Assets 2022: $47,271Net Assets 2022: $47,2712022Assets 2023: $63,205Net Assets 2023: $63,2052023Assets 2024: $41,832Net Assets 2024: $41,8322024Assets 2025: $18,183Liabilities 2025: $0Net Assets 2025: $18,1832025

Highlighted filing

2021

Assets$22,335
Liabilities-
Net Assets$22,335
Open 2021 Filing

Operations Trend

Revenue Growth14th percentile

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

$100K$50K$0-$50KRevenue 2011: $70,269Expenses 2011: $86,323Net Income 2011: -$16,0542011Revenue 2012: $67,273Expenses 2012: $57,140Net Income 2012: $10,1332012Revenue 2013: $78,882Expenses 2013: $79,819Net Income 2013: -$9372013Revenue 2014: $66,993Expenses 2014: $48,142Net Income 2014: $18,8512014Revenue 2015: $40,572Expenses 2015: -$99Net Income 2015: $40,6712015Revenue 2016: $61,931Expenses 2016: $84,494Net Income 2016: -$22,5632016Revenue 2017: $60,746Expenses 2017: $63,412Net Income 2017: -$2,6662017Revenue 2018: $52,583Expenses 2018: $42,832Net Income 2018: $9,7512018Revenue 2019: $66,673Expenses 2019: $60,020Net Income 2019: $6,6532019Revenue 2020: $63,181Expenses 2020: $64,523Net Income 2020: -$1,3422020Revenue 2021: $26,444Expenses 2021: $31,400Net Income 2021: -$4,9562021Revenue 2022: $58,084Expenses 2022: $33,149Net Income 2022: $24,9352022Revenue 2023: $63,576Expenses 2023: $47,642Net Income 2023: $15,9342023Revenue 2024: $62,847Expenses 2024: $84,220Net Income 2024: -$21,3732024Revenue 2025: $13,387Expenses 2025: $37,036Net Income 2025: -$23,6492025

Highlighted filing

2021

Revenue$26,444
Expenses$31,400
Net Income-$4,956
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 22, 2021
Return Version
2020v4.0
Gross Receipts
$31,792
Mission and Program Overview

Mission

To enhance the educational experience of students attending briarwood elementary school.

Program Services

DescriptionGrantsExpenses
PROVIDE EQUIPMENT, SUPPLIES & FINANCES TO ENHANCE STUDENT'S LEARNING/GROWTH-$15,395
FINANCIAL SUPPORT OF CLASSROOM SUPPLIES.-$11,503
ENHANCE THE REPUTATION OF BRIARWOOD ELEMENTARY SCHOOL-$3,627
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE TOLBERTPresident-$0--
KARA NEIDELLMembership C-$0--
TRISH SHERRODTreasurer-$0--
HALEY PATEVP Family Ev-$0--
LAUREN HILLSSecretary-$0--
MANDY WEAVERVP Fundraisi-$0--
Filing and Contact Details

Filer

Filer Name
Briarwood Elementary Pto Inc
EIN
61-1398277
Phone
2707911909
Address
265 LOVERS LANE, BOWLING GREEN, KY 42103

Signing Officer

Name
Trish Sherrod
Title
Treasurer
Phone
2707911909
Signed
2021-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Shelton Cpas Llp
Address
181 WEST PROFESSIONAL PARK COURT, BOWLING GREEN, KY 42104
Preparer
Jerry W Shelton
Phone
2708429620
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses classroom supplies 11,503 family events 260 operations 839 briarwood projects 14,774 student activities 621 teacher support 1,543 bank fees 985 total 30,525”

Form 990-ez, Part III

“To enhance the educational experience of students attending briarwood elementary school.”

Raw XML Appendix169 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JOE TOLBERT
CompensationExplanation/CompensationExplanationGrp/PersonNm1KARA NEIDELL
CompensationExplanation/CompensationExplanationGrp/PersonNm2TRISH SHERROD
CompensationExplanation/CompensationExplanationGrp/PersonNm3HALEY PATE
CompensationExplanation/CompensationExplanationGrp/PersonNm4LAUREN HILLS
CompensationExplanation/CompensationExplanationGrp/PersonNm5MANDY WEAVER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02707911909
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0265 LOVERS LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOWLING GREEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd042103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027291
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022335
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05500
IRS990EZ/CostOfGoodsSoldAmt02921
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4956
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0875
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027291
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022335
IRS990EZ/FundraisingGrossIncomeAmt07155
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0817
IRS990EZ/GrossReceiptsAmt031792
IRS990EZ/GrossSalesOfInventoryAmt03738
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027291
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022335
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027291
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022335
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE TOLBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KARA NEIDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRISH SHERROD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HALEY PATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAUREN HILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MANDY WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FAMILY EV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP FUNDRAISI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030525
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE THE EDUCATIONAL EXPERIENCE OF STUDENTS ATTENDING BRIARWOOD ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt015388
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FINANCIAL SUPPORT OF CLASSROOM SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE EQUIPMENT, SUPPLIES & FINANCES TO ENHANCE STUDENT'S LEARNING/GROWTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ENHANCE THE REPUTATION OF BRIARWOOD ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011503
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115395
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23627
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02427
IRS990EZ/SpecialEventsNetIncomeLossAmt04728
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031400
IRS990EZ/TotalProgramServiceExpensesAmt030525
IRS990EZ/TotalRevenueAmt026444
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03913
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011543
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039491
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015399
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020764
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt024445
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018301
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt096959
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt010893
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt041793
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt051313
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt048988
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt054918
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0207905
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0344355
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031792
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084513
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071202
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt084511
IRS990ScheduleA/Total509Grp/TotalAmt0344355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072337
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt084513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071202
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084511
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0344355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CLASSROOM SUPPLIES 11,503 FAMILY EVENTS 260 OPERATIONS 839 BRIARWOOD PROJECTS 14,774 STUDENT ACTIVITIES 621 TEACHER SUPPORT 1,543 BANK FEES 985 TOTAL 30,525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO ENHANCE THE EDUCATIONAL EXPERIENCE OF STUDENTS ATTENDING BRIARWOOD ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRISH SHERROD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02707911909
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRIARWOOD ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0BRIA
ReturnHeader/Filer/EIN0611398277
ReturnHeader/Filer/PhoneNum02707911909
ReturnHeader/Filer/USAddress/AddressLine1Txt0265 LOVERS LANE
ReturnHeader/Filer/USAddress/CityNm0BOWLING GREEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611274635
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHELTON CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0181 WEST PROFESSIONAL PARK COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOWLING GREEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042104
ReturnHeader/PreparerPersonGrp/PhoneNum02708429620
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERRY W SHELTON
ReturnHeader/ReturnTs02021-10-28T13:23:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRISH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHERROD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,335
Liabilities
-
Net assets
$22,335
Revenue
$26,444
Expenses
$31,400
Net income
-$4,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$13.4$37.0$23.6
2024Detailed filing. Detailed filing data is available for this year.$41.8$41.8$62.8$84.2$21.4
2023Detailed filing. Detailed filing data is available for this year.$63.2$63.2$63.6$47.6$15.9
2022Detailed filing. Detailed filing data is available for this year.$47.3$47.3$58.1$33.1$24.9
2021Detailed filing. Detailed filing data is available for this year.$22.3$22.3$26.4$31.4$4.96
2020Summary only. Only limited summary data is available for this year.$27.3$0.00$63.2$64.5$1.34
2019Summary only. Only limited summary data is available for this year.$28.6$0.00$66.7$60.0$6.65
2018Summary only. Only limited summary data is available for this year.$22.0$0.00$52.6$42.8$9.75
2017Summary only. Only limited summary data is available for this year.$12.2$0.00$60.7$63.4$2.67
2016Summary only. Only limited summary data is available for this year.$14.9$0.00$61.9$84.5$22.6
2015Summary only. Only limited summary data is available for this year.$37.5$0.00$40.6$0.10$40.7
2014Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$67.0$48.1$18.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$0.00$18.7$78.9$79.8$0.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$0.00$19.6$67.3$57.1$10.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.51$9.51$70.3$86.3$16.1