Civic Intelligence

J E Woodard Elementary PTA

990EZ • Fiscal year 2021 • EIN 62-1447823

Jun 01, 2020 to May 31, 2021 • Filed on Sep 29, 2022

207 Rutherford LaneColumbia, TN 38401

(931) 380-2872

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

30th percentile

-3.9%

Higher net margin than 30% 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

35th percentile

-2.9%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

62nd percentile

21%

Faster revenue growth than 62% of similar nonprofits.

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

Assets

Down

$35,440

Down $1,053 (-2.9%) from 2020

Net Assets

Down

$35,440

Down $1,053 (-2.9%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$27,205

Up $4,629 (+21%) from 2020

Expenses

Up

$28,258

Up $7,333 (+35%) from 2020

Net Income

Down

-$1,053

Down $2,704 (-164%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $16,847Liabilities 2012: $02012Assets 2013: $25,965Net Assets 2013: $25,9652013Assets 2014: $41,148Net Assets 2014: $41,1482014Assets 2015: $58,778Net Assets 2015: $58,7782015Assets 2016: $36,968Net Assets 2016: $36,9682016Assets 2017: $23,518Net Assets 2017: $23,5182017Assets 2018: $33,860Net Assets 2018: $33,8602018Assets 2019: $34,842Net Assets 2019: $34,8422019Assets 2020: $36,493Net Assets 2020: $36,4932020Assets 2021: $35,440Net Assets 2021: $35,4402021Assets 2022: $34,129Liabilities 2022: $0Net Assets 2022: $34,1292022Assets 2023: $32,731Liabilities 2023: $0Net Assets 2023: $32,7312023Assets 2024: $32,634Liabilities 2024: $0Net Assets 2024: $32,6342024

Highlighted filing

2021

Assets$35,440
Liabilities-
Net Assets$35,440

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2012: $26,807Expenses 2012: $31,392Net Income 2012: -$4,5852012Revenue 2013: $27,309Expenses 2013: $18,191Net Income 2013: $9,1182013Revenue 2014: $31,735Expenses 2014: $16,552Net Income 2014: $15,1832014Revenue 2015: $22,214Expenses 2015: $4,584Net Income 2015: $17,6302015Revenue 2016: $19,436Expenses 2016: $41,246Net Income 2016: -$21,8102016Revenue 2017: $28,995Expenses 2017: $42,445Net Income 2017: -$13,4502017Revenue 2018: $35,845Expenses 2018: $25,503Net Income 2018: $10,3422018Revenue 2019: $28,095Expenses 2019: $27,113Net Income 2019: $9822019Revenue 2020: $22,576Expenses 2020: $20,925Net Income 2020: $1,6512020Revenue 2021: $27,205Expenses 2021: $28,258Net Income 2021: -$1,0532021Revenue 2022: $32,889Expenses 2022: $34,200Net Income 2022: -$1,3112022Revenue 2023: $38,068Expenses 2023: $39,466Net Income 2023: -$1,3982023Revenue 2024: $42,235Expenses 2024: $42,332Net Income 2024: -$972024

Highlighted filing

2021

Revenue$27,205
Expenses$28,258
Net Income-$1,053
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 29, 2022
Return Version
2020v4.0
Gross Receipts
$67,225
Mission and Program Overview

Mission

Provide support, assist in education, and seek enrichment in the educational process for the students of j.e. Woodard elementary school.

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT, ASSIST IN EDUCATION, AND SEEK ENRICHMENT IN THE EDUCATIONAL PROCESS FOR THE STUDENTS OF J.E. WOODARD ELEMENTARY SCHOOL.$21,584$21,584
PROVIDE SUPPORT, ASSIST IN EDUCATION, AND SEEK ENRICHMENT IN THE EDUCATIONAL PROCESS FOR THE STUDENTS OF J.E. WOODARD ELEMENTARY SCHOOL.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COURTNEY GOODMANPresident-$0--
CHARLIE GOATZTreasurer-$0--
CHASITY CARTERVice Preside-$0--
CAITLIN FORSYTHESecretary-$0--
LAUREN PINKSTONParliamentar-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$50,555$50,555$26,394$24,161
Spirit Wear$11,980$11,980$11,681$299
Total Events$62,535$62,535$38,075$24,460
Filing and Contact Details

Filer

Filer Name
Je Woodard Elementary Pta
EIN
62-1447823
Phone
9313802872
Address
207 RUTHERFORD LANE, COLUMBIA, TN 38401

Signing Officer

Name
Charlie Goatz
Title
Treasurer
Phone
9312790649
Signed
2022-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Greg Lemon CPA Pllc
Address
102 W 7TH ST 100, COLUMBIA, TN 38401-3249
Preparer
D Gregory Johnson CPA
Phone
9313880517
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: classroom enrichment cash contribution: 21,584

Form 990-ez, Part I, Line 16

Expenses hospitality 396 supplies 340 general fund 5,000 bank charges 63 total 5,799

Form 990-ez, Part III

Provide support, assist in education, and seek enrichment in the educational process for the students of j.e. Woodard elementary school.

Form 990-ez, Part III, Line 31

Provide support, assist in education, and seek enrichment in the educational process for the students of j.e. Woodard 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/PersonNm0COURTNEY GOODMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm1CHARLIE GOATZ
CompensationExplanation/CompensationExplanationGrp/PersonNm2CHASITY CARTER
CompensationExplanation/CompensationExplanationGrp/PersonNm3CAITLIN FORSYTHE
CompensationExplanation/CompensationExplanationGrp/PersonNm4LAUREN PINKSTON
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CHARLIE GOATZ
IRS990EZ/BooksInCareOfDetail/PhoneNum09313802872
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0207 RUTHERFORD LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COURTNEY GOODMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLIE GOATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHASITY CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAITLIN FORSYTHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAUREN PINKSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05799
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT, ASSIST IN EDUCATION, AND SEEK ENRICHMENT IN THE EDUCATIONAL PROCESS FOR THE STUDENTS OF J.E. WOODARD ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT, ASSIST IN EDUCATION, AND SEEK ENRICHMENT IN THE EDUCATIONAL PROCESS FOR THE STUDENTS OF J.E. WOODARD ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SUPPORT, ASSIST IN EDUCATION, AND SEEK ENRICHMENT IN THE EDUCATIONAL PROCESS FOR THE STUDENTS OF J.E. WOODARD ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021584
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021584
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt023575
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt065485
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0268369
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIRIT WEAR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011980
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062535
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050555
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026394
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: CLASSROOM ENRICHMENT CASH CONTRIBUTION: 21,584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES HOSPITALITY 396 SUPPLIES 340 GENERAL FUND 5,000 BANK CHARGES 63 TOTAL 5,799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE SUPPORT, ASSIST IN EDUCATION, AND SEEK ENRICHMENT IN THE EDUCATIONAL PROCESS FOR THE STUDENTS OF J.E. WOODARD ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE SUPPORT, ASSIST IN EDUCATION, AND SEEK ENRICHMENT IN THE EDUCATIONAL PROCESS FOR THE STUDENTS OF J.E. WOODARD ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLIE GOATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09312790649
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JE WOODARD ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0JEWO
ReturnHeader/Filer/EIN0621447823
ReturnHeader/Filer/PhoneNum09313802872
ReturnHeader/Filer/USAddress/AddressLine1Txt0207 RUTHERFORD LANE
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472342040
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREG LEMON CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 W 7TH ST 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0384013249
ReturnHeader/PreparerPersonGrp/PhoneNum09313880517
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D GREGORY JOHNSON CPA
ReturnHeader/ReturnTs02022-09-29T17:23:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOATZ
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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Filings