Civic Intelligence

West Elementary PTO

990EZ • Fiscal year 2023 • EIN 62-1375844

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 05, 2023

9315 Lebanon RdMt Juliet, TN 37122

(615) 758-5846

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

20th percentile

-20%

Higher net margin than 20% 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

15th percentile

-37%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

36th percentile

-7.0%

Faster revenue growth than 36% of similar nonprofits.

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

Assets

Down

$20,660

Down $12,043 (-37%) from 2022

Net Assets

Down

$20,660

Down $12,043 (-37%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$61,489

Down $4,635 (-7.0%) from 2022

Expenses

Up

$73,532

Up $4,865 (+7.1%) from 2022

Net Income

Down

-$12,043

Down $9,500 (-374%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $11,506Liabilities 2011: $02011Assets 2012: $16,034Liabilities 2012: $02012Assets 2013: $16,411Liabilities 2013: $02013Assets 2014: $8,702Liabilities 2014: $02014Assets 2016: $39,572Liabilities 2016: $02016Assets 2017: $21,706Liabilities 2017: $02017Assets 2018: $37,720Liabilities 2018: $02018Assets 2019: $52,137Liabilities 2019: $02019Assets 2020: $30,346Liabilities 2020: $02020Assets 2021: $35,246Liabilities 2021: $02021Assets 2022: $32,703Liabilities 2022: $0Net Assets 2022: $32,7032022Assets 2023: $20,660Liabilities 2023: $0Net Assets 2023: $20,6602023Assets 2024: $49,268Liabilities 2024: $0Net Assets 2024: $49,2682024

Highlighted filing

2023

Assets$20,660
Liabilities$0
Net Assets$20,660

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $35,062Expenses 2011: $31,637Net Income 2011: $3,4252011Revenue 2012: $50,194Expenses 2012: $45,489Net Income 2012: $4,7052012Revenue 2013: $41,977Expenses 2013: $41,606Net Income 2013: $3712013Revenue 2014: $34,309Expenses 2014: $42,018Net Income 2014: -$7,7092014Revenue 2016: $45,813Expenses 2016: $23,403Net Income 2016: $22,4102016Revenue 2017: $35,399Expenses 2017: $53,265Net Income 2017: -$17,8662017Revenue 2018: $64,336Expenses 2018: $48,322Net Income 2018: $16,0142018Revenue 2019: $67,360Expenses 2019: $52,943Net Income 2019: $14,4172019Revenue 2020: $58,687Expenses 2020: $80,478Net Income 2020: -$21,7912020Revenue 2021: $49,617Expenses 2021: $44,717Net Income 2021: $4,9002021Revenue 2022: $66,124Expenses 2022: $68,667Net Income 2022: -$2,5432022Revenue 2023: $61,489Expenses 2023: $73,532Net Income 2023: -$12,0432023Revenue 2024: $72,168Expenses 2024: $43,560Net Income 2024: $28,6082024

Highlighted filing

2023

Revenue$61,489
Expenses$73,532
Net Income-$12,043
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 5, 2023
Return Version
2022v5.0
Gross Receipts
$110,341
Mission and Program Overview

Mission

School support (parent teacher) organization

Program Services

DescriptionGrantsExpenses
25415 to West Elementary for technology fund. 10400 to West Elementary for Teacher Classroom Fund. 18706 for building and grounds maintenance and updates 31. Other Program Services: 472 for teacher requests, 1250 for security, 2000 for field trip support, 1437 for school operating expenses. Program services to individuals: 7585 teacher and staff appreciation$0$67,265
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brooke BolingerPresidentPT$0--
Sarah WiliamsVice President-$0--
Alissa MartinTreasurer-$0--
Stephanie KirbyAsst Treasurer-$0--
Alyssa BrennonCorresponding Sectretary-$0--
Kristen McClureRecording Secretary-$0--
Libby PomeroyEvents Coordinator-$0--
Melissa RexroatVolunteer Coordinator-$0--
Mandie HollihanParliamentarian-$0--
Jessica ReutzelCo PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$81,228$81,228$37,101$44,127
Spring Fling$11,799$11,799$1,842$9,957
Total Events$93,027$93,027$38,943$54,084
Filing and Contact Details

Filer

Filer Name
West Elementary Pto
EIN
62-1375844
Phone
6157585846
Address
9315 Lebanon Rd, Mt Juliet, TN 37122

Signing Officer

Name
Alissa Martin
Title
Treasurer
Phone
6157585846
Signed
2023-11-05
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

25415 to West Elementary for technology fund. 10400 to West Elementary for Teacher Classroom Fund. 18706 for building and grounds maintenance and updates 31. Other Program Services: 472 for teacher requests, 1250 for security, 2000 for field trip support, 1437 for school operating expenses. Program services to individuals: 7585 teacher and staff appreciation

Form 990-EZ, Part I, Line 16

192 for member bond insurance, 1764 for top dog school awards, 628 for graduation, 2005 for misc admin, and 1678 for misc community and student expenses

Raw XML Appendix237 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mt Juliet
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brooke Bolinger
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jessica Reutzel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Asst Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Corresponding Sectretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Recording Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Volunteer Coordinator
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt025415 to West Elementary for technology fund. 10400 to West Elementary for Teacher Classroom Fund. 18706 for building and grounds maintenance and updates 31. Other Program Services: 472 for teacher requests, 1250 for security, 2000 for field trip support, 1437 for school operating expenses. Program services to individuals: 7585 teacher and staff appreciation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1192 for member bond insurance, 1764 for top dog school awards, 628 for graduation, 2005 for misc admin, and 1678 for misc community and student expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Alissa Martin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06157585846
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0621375844
ReturnHeader/Filer/PhoneNum06157585846
ReturnHeader/Filer/USAddress/AddressLine1Txt09315 Lebanon Rd
ReturnHeader/Filer/USAddress/CityNm0Mt Juliet
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037122
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-11-05T12:09:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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