Civic Intelligence

PTA Tn Congress - Walnut Grove PTA

990EZ • Fiscal year 2020 • EIN 62-1430432

Jul 01, 2019 to Jun 30, 2020 • Filed on May 16, 2021

326 Stable RoadFranklin, TN 37069

(615) 472-4870

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

36th percentile

-2.6%

Higher net margin than 36% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

-3.5%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$6,324

Down $1,624 (-20%) from 2019

Net Assets

Down

$6,324

Down $1,624 (-20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$61,893

Down $2,272 (-3.5%) from 2019

Expenses

Down

$63,517

Down $660 (-1.0%) from 2019

Net Income

Down

-$1,624

Down $1,612 (-13433%) from 2019

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $33,116Liabilities 2011: $02011Assets 2012: $13,072Net Assets 2012: $13,0722012Assets 2013: $12,622Liabilities 2013: $02013Assets 2014: $11,778Net Assets 2014: $11,7782014Assets 2015: $10,628Liabilities 2015: $0Net Assets 2015: $10,6282015Assets 2016: $13,696Liabilities 2016: $0Net Assets 2016: $13,6962016Assets 2017: $11,325Liabilities 2017: $0Net Assets 2017: $11,3252017Assets 2018: $7,960Liabilities 2018: $0Net Assets 2018: $7,9602018Assets 2019: $7,948Liabilities 2019: $0Net Assets 2019: $7,9482019Assets 2020: $6,324Liabilities 2020: $0Net Assets 2020: $6,3242020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$6,324
Liabilities$0
Net Assets$6,324

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $41,052Expenses 2011: $47,258Net Income 2011: -$6,2062011Revenue 2012: $49,463Expenses 2012: $69,507Net Income 2012: -$20,0442012Revenue 2013: $55,249Expenses 2013: $55,699Net Income 2013: -$4502013Revenue 2014: $43,378Expenses 2014: $44,222Net Income 2014: -$8442014Revenue 2015: $72,281Expenses 2015: $73,431Net Income 2015: -$1,1502015Revenue 2016: $79,465Expenses 2016: $76,397Net Income 2016: $3,0682016Revenue 2017: $74,849Expenses 2017: $77,220Net Income 2017: -$2,3712017Revenue 2018: $80,202Expenses 2018: $83,567Net Income 2018: -$3,3652018Revenue 2019: $64,165Expenses 2019: $64,177Net Income 2019: -$122019Revenue 2020: $61,893Expenses 2020: $63,517Net Income 2020: -$1,6242020Revenue 2021: $51,948Expenses 2021: $58,272Net Income 2021: -$6,3242021

Highlighted filing

2020

Revenue$61,893
Expenses$63,517
Net Income-$1,624
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 16, 2021
Return Version
2019v5.2
Gross Receipts
$73,194
Mission and Program Overview

Mission

The purpose of the organization is to promote a) the welfare of children and youth in home, school, community, and place of worship b) to raise the standards of home life c) to secure adequate laws for the care and protection of children and youth d)to bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. E) to develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social, and spiritual education. The association's purposes are promoted through an advocacy and educational program directed toward parents, teachers and the general public.

Program Services

DescriptionGrantsExpenses
IN ADDITION TO ACHIEVING THE ASSOCIATION'S PURPOSE, THE ASSOCIATION WANTED TO IMPROVE TEACHER MORALE AND ENHANCE TECHNOLOGY IN THE CLASSROOM. THE ASSOCIATION PURCHASED ITEMS FOR TEACHERS, INCLUDING, BUT NOT LIMITED TO, I-PADS, NEW COMPUTERS, NEW DESKS & CHAIRS, SECURITY CAMERAS AND SAFETY TECHNOLOGY.$0$57,114
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JORDAN BEAIRDCo-President-$0--
LAURA MILLERCo-President-$0--
ANNIE HARALSONCo-President-Elect-$0--
AMY CHILDSCo-President-Elect-$0--
JANA ROBERTSCo-Past-President-$0--
LINDSEY BALLCo-Past-President-$0--
ABBY PETERSONRecording Secretary-$0--
CORRIE SUMMERVILLETreasurer-$0--
AUDREY BROOKSVP Communication-$0--
BRANDI THIGPENVP Fundraising-$0--
SUMMER MORRISVP Membership-$0--
MANDY MCCALLVP Projects-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Grizzly Fest$29,695$29,695$9,756$19,939
Spirit Wear$3,095$3,095$1,545$1,550
Total Events$32,790$32,790$11,301$21,489
Filing and Contact Details

Filer

Filer Name
Pta Tn Congress - Walnut Grove Pta
EIN
62-1430432
Phone
6154724870
Address
326 STABLE ROAD, FRANKLIN, TN 37069

Signing Officer

Name
Corrie Summerville
Title
Treasurer
Phone
6158910899
Signed
2021-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Frazier & Deeter LLC
Address
222 SECOND AVE SOUTH STE1840, NASHVILLE, TN 37201
Preparer
Deborah L Willett CPA
Phone
6154166800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: 5th grade picnic expense. Amount: 1,287. Description: accounting & software. Amount: 398. Description: administrative expenses. Amount: 1,113. Description: classroom enrichment/cirriculum. Amount: 50,234. Description: donation campaign. Amount: 3,054. Description: hospitality. Amount: 3,826. Description: insurance. Amount: 570. Description: landscaping. Amount: 830. Description: merchant fees. Amount: 352. Description: pta membership directory. Amount: 409. Description: pta membership expense. Amount: 1,037. Description: open house - pta fair. Amount: 27. Description: school supplies. Amount: 380. Total to form 990-ez, line 16: 63,517.

Raw XML Appendix217 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/OfficerDirectorTrusteeEmplGrp/PersonNm0JORDAN BEAIRD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AUDREY BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRANDI THIGPEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MANDY MCCALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-PAST-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-PAST-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP COMMUNICATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP PROJECTS
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt063517
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE ORGANIZATION IS TO PROMOTE A) THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY, AND PLACE OF WORSHIP B) TO RAISE THE STANDARDS OF HOME LIFE C) TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH D)TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH. E) TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL, AND SPIRITUAL EDUCATION. THE ASSOCIATION'S PURPOSES ARE PROMOTED THROUGH AN ADVOCACY AND EDUCATIONAL PROGRAM DIRECTED TOWARD PARENTS, TEACHERS AND THE GENERAL PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN ADDITION TO ACHIEVING THE ASSOCIATION'S PURPOSE, THE ASSOCIATION WANTED TO IMPROVE TEACHER MORALE AND ENHANCE TECHNOLOGY IN THE CLASSROOM. THE ASSOCIATION PURCHASED ITEMS FOR TEACHERS, INCLUDING, BUT NOT LIMITED TO, I-PADS, NEW COMPUTERS, NEW DESKS & CHAIRS, SECURITY CAMERAS AND SAFETY TECHNOLOGY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: 5TH GRADE PICNIC EXPENSE. AMOUNT: 1,287. DESCRIPTION: ACCOUNTING & SOFTWARE. AMOUNT: 398. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 1,113. DESCRIPTION: CLASSROOM ENRICHMENT/CIRRICULUM. AMOUNT: 50,234. DESCRIPTION: DONATION CAMPAIGN. AMOUNT: 3,054. DESCRIPTION: HOSPITALITY. AMOUNT: 3,826. DESCRIPTION: INSURANCE. AMOUNT: 570. DESCRIPTION: LANDSCAPING. AMOUNT: 830. DESCRIPTION: MERCHANT FEES. AMOUNT: 352. DESCRIPTION: PTA MEMBERSHIP DIRECTORY. AMOUNT: 409. DESCRIPTION: PTA MEMBERSHIP EXPENSE. AMOUNT: 1,037. DESCRIPTION: OPEN HOUSE - PTA FAIR. AMOUNT: 27. DESCRIPTION: SCHOOL SUPPLIES. AMOUNT: 380. TOTAL TO FORM 990-EZ, LINE 16: 63,517.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CORRIE SUMMERVILLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06158910899
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TN CONGRESS - WALNUT GROVE PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0621430432
ReturnHeader/Filer/PhoneNum06154724870
ReturnHeader/Filer/USAddress/AddressLine1Txt0326 STABLE ROAD
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037069
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581433845
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAZIER & DEETER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 SECOND AVE SOUTH STE1840
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037201
ReturnHeader/PreparerPersonGrp/PhoneNum06154166800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH L WILLETT CPA
ReturnHeader/ReturnTs02021-05-17T06:53:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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