Civic Intelligence

Crosswind Elementary School PTA

990EZ • Fiscal year 2019 • EIN 62-1532296

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 24, 2020

831 West Shelton RoadCollierville, TN 38017

(901) 853-3330

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$24,628

Down $21,216 (-46%) from 2018

Net Assets

Down

$24,628

Down $21,216 (-46%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$79,138

Up $15,433 (+24%) from 2018

Expenses

Up

$100,354

Up $69,321 (+223%) from 2018

Net Income

Down

-$21,216

Down $53,888 (-165%) from 2018

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $23,402Liabilities 2011: $02011Assets 2015: $10,000Liabilities 2015: $02015Assets 2016: $13,197Net Assets 2016: $13,1972016Assets 2017: $12,011Net Assets 2017: $12,0112017Assets 2018: $45,844Net Assets 2018: $45,8442018Assets 2019: $24,628Net Assets 2019: $24,6282019Assets 2020: $49,265Net Assets 2020: $49,2652020Assets 2021: $30,770Net Assets 2021: $30,7702021Assets 2022: $59,997Net Assets 2022: $59,9972022Assets 2023: $26,924Net Assets 2023: $26,9242023Assets 2024: $49,013Net Assets 2024: $49,0132024Assets 2025: $29,121Net Assets 2025: $29,1212025

Highlighted filing

2019

Assets$24,628
Liabilities-
Net Assets$24,628

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $59,960Expenses 2011: $58,841Net Income 2011: $1,1192011Revenue 2015: $62,186Expenses 2015: $64,514Net Income 2015: -$2,3282015Revenue 2016: $58,467Expenses 2016: $55,270Net Income 2016: $3,1972016Revenue 2017: $62,617Expenses 2017: $63,303Net Income 2017: -$6862017Revenue 2018: $63,705Expenses 2018: $31,033Net Income 2018: $32,6722018Revenue 2019: $79,138Expenses 2019: $100,354Net Income 2019: -$21,2162019Revenue 2020: $65,989Expenses 2020: $41,352Net Income 2020: $24,6372020Revenue 2021: $38,146Expenses 2021: $56,641Net Income 2021: -$18,4952021Revenue 2022: $63,292Expenses 2022: $34,065Net Income 2022: $29,2272022Revenue 2023: $57,436Expenses 2023: $90,509Net Income 2023: -$33,0732023Revenue 2024: $72,550Expenses 2024: $53,868Net Income 2024: $18,6822024Revenue 2025: $68,665Expenses 2025: $88,147Net Income 2025: -$19,4822025

Highlighted filing

2019

Revenue$79,138
Expenses$100,354
Net Income-$21,216
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 24, 2020
Return Version
2018v3.1
Gross Receipts
$79,138
Mission and Program Overview

Mission

Promote the welfare of children in the home, school, community, and place of worship. Seek legislation for the care & protection of children. Promote cooperation between teachers and parents in the education of children. Develop public/private partnerships to secure resources to improve the education of all children.

Program Services

DescriptionGrantsExpenses
The students at Crosswind Elementary School have benefited from enhancementand enrichment programs related to the cultural arts, social studies,physical education, music, math, English, and special education.$0$33,443
Additional benefits to the students through the efforts of the PTA include the establishmentof health, safety, and welfare programs, the provision of outdoor classrooms,technology updates, teacher training programs, and volunteer assistance.$0$33,443
Financial support to assist Crosswind Elementary Schoolin obtaining needed supplies, services and equipment beyond what theschool budget could provide.$0$33,443
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHELLE MAIERPresidentPT$0--
CHRISTI DURST1st VP Parent VolunteersPT$0--
GELENA PATEPast-PresidentPT$0--
JESSICA PENKEPhotographerPT$0--
JAIME MUNZ2nd VP ProgramsPT$0--
SARAH MEEHANBook FairPT$0--
RAQUEL BLUETreasurerPT$0--
ANGIE GOBLE4th VP PublicityPT$0--
BRANDY LINDSEYSecretaryPT$0--
DR ANDRE CRAWFORDSchool PrincipalPT$0--
SHELLY BOGDA3rd VP MembershipPT$0--
CANDICE BUSBY5th VP Ways And MeansPT$0--
NICOLE CUMMINGSTurkey TrotPT$0--
KIM OMRANIHospitalityPT$0--
MISSY FEYERHERMHealth And Safety ChairpersonPT$0--
NEETU SINGHReading ProgramsPT$0--
AMY BAKERCommunity Outreach ChairpersonPT$0--
TERESA STEENLegislation ChairpersonPT$0--
LYN HARLEYCultural Arts ChairpersonPT$0--
APRIL HELMSINParliamentarianPT$0--
Filing and Contact Details

Filer

Filer Name
Crosswind Elementary School Pta
EIN
62-1532296
Phone
9018533330
Address
831 WEST SHELTON ROAD, COLLIERVILLE, TN 38017

Signing Officer

Name
Lisa Martens
Title
Treasurer
Phone
9018533330
Signed
2020-01-24
Discuss with paid preparer
Yes

Preparer

Firm
Wood Smith & Ellzey CPAs PLLC
Address
1039 Oakhaven Road, Memphis, TN 38119
Preparer
Robert W Smith
Phone
9016824097
Supplemental Narrative

Additional Explanations

Pt V, Line 34

1. Changed language to replace Executive Board with Board of Managers may vote to revise rules. 2. The voting previously given to the Past Principal were revoked. 3. A clause allowing the Board of Managers to vote on budget changes of less than $300 was removed. 4. Added a requirement that the Principal be included in the group of managers that must provide a monthly summary report to the organization.

Form 990EZ, Part I, Line 10

Benevolence; charity; mid-south greyhound adoption: 2000 southland drive #23, west memphis, ar, 72301; unrelated, 25.

Form 990EZ, Part I, Line 16

SUPPLIES 904.

Form 990EZ, Part I, Line 16

ARTS & THEATRE 726.

Form 990EZ, Part I, Line 16

CREDIT CARD FEES 1443.

Form 990EZ, Part I, Line 16

OFFICE SUPPLIES 1174.

Form 990EZ, Part I, Line 16

PUBLICITY 900.

Form 990EZ, Part I, Line 16

HEALTH AND SAFETY 346.

Form 990EZ, Part I, Line 16

HOSPITALITY 2485.

Form 990EZ, Part I, Line 16

INSURANCE 450.

Form 990EZ, Part I, Line 16

LIBRARY 3800.

Form 990EZ, Part I, Line 16

Physical education supplies 78485.

Form 990EZ, Part I, Line 16

COMMITTEES 183.

Form 990EZ, Part I, Line 16

READING PROGRAMS 2096.

Form 990EZ, Part I, Line 16

Dues and subscriptions 2312.

Form 990EZ, Part I, Line 16

FUNDRAISING 4009.

Form 990EZ, Part I, Line 16

PROGRAMS 198.

Form 990EZ, Part I, Line 16

MISCELLANEOUS 68.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt01. Changed language to replace Executive Board with Board of Managers may vote to revise rules. 2. The voting previously given to the Past Principal were revoked. 3. A clause allowing the Board of Managers to vote on budget changes of less than $300 was removed. 4. Added a requirement that the Principal be included in the group of managers that must provide a monthly summary report to the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BENEVOLENCE; CHARITY; MID-SOUTH GREYHOUND ADOPTION: 2000 SOUTHLAND DRIVE #23, WEST MEMPHIS, AR, 72301; UNRELATED, 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES 904.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ARTS & THEATRE 726.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CREDIT CARD FEES 1443.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE SUPPLIES 1174.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PUBLICITY 900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HEALTH AND SAFETY 346.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HOSPITALITY 2485.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INSURANCE 450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LIBRARY 3800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PHYSICAL EDUCATION SUPPLIES 78485.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12COMMITTEES 183.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13READING PROGRAMS 2096.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DUES AND SUBSCRIPTIONS 2312.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15FUNDRAISING 4009.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PROGRAMS 198.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17MISCELLANEOUS 68.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA MARTENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09018533330
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CROSSWIND ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0CROS
ReturnHeader/Filer/EIN0621532296
ReturnHeader/Filer/PhoneNum09018533330
ReturnHeader/Filer/USAddress/AddressLine1Txt0831 WEST SHELTON ROAD
ReturnHeader/Filer/USAddress/CityNm0COLLIERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AE4023FD5701B7CE68DE76FDA0C1AD52FE180712
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F0160D19A8CA99B965C8017D80E9658F6A0DF009
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.76.215.105
ReturnHeader/FilingSecurityInformation/IPDt02020-02-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:42:22
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wood Smith & Ellzey CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01039 Oakhaven Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Memphis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038119
ReturnHeader/PreparerPersonGrp/PhoneNum09016824097
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert W Smith
ReturnHeader/ReturnTs02020-02-10T11:42:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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