Civic Intelligence

Robert E Ellis Middle School PTO

990EZ • Fiscal year 2016 • EIN 62-1564239

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 24, 2016

100 Indian Lake RoadHendersonville, TN 37075

(615) 264-6093

Siviq Scores

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

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.15x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

58th percentile

6.8%

Higher net margin than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

3.6%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$95,465

Up $18,209 (+24%) from 2015

Net Assets

$82,967

No earlier filing loaded for comparison.

Liabilities

Up

$12,498

Up $12,498 from 2015

Revenue

Up

$84,354

Up $2,948 (+3.6%) from 2015

Expenses

Up

$78,642

Up $12,265 (+18%) from 2015

Net Income

Down

$5,712

Down $9,317 (-62%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $36,302Liabilities 2011: $0Net Assets 2011: $36,3022011Assets 2012: $45,423Liabilities 2012: $0Net Assets 2012: $45,4232012Assets 2013: $49,710Liabilities 2013: $02013Assets 2014: $62,227Liabilities 2014: $02014Assets 2015: $77,256Liabilities 2015: $02015Assets 2016: $95,465Liabilities 2016: $12,498Net Assets 2016: $82,9672016Assets 2017: $87,889Liabilities 2017: $2,801Net Assets 2017: $85,0882017Assets 2018: $98,004Liabilities 2018: $2,000Net Assets 2018: $96,0042018Assets 2019: $93,916Liabilities 2019: $0Net Assets 2019: $93,9162019Assets 2020: $91,709Liabilities 2020: $0Net Assets 2020: $91,7092020Assets 2021: $95,730Liabilities 2021: $0Net Assets 2021: $95,7302021Assets 2022: $92,409Liabilities 2022: $0Net Assets 2022: $92,4092022Assets 2023: $74,503Liabilities 2023: $0Net Assets 2023: $74,5032023Assets 2024: $90,492Liabilities 2024: $0Net Assets 2024: $90,4922024Assets 2025: $49,255Liabilities 2025: $0Net Assets 2025: $49,2552025

Highlighted filing

2016

Assets$95,465
Liabilities$12,498
Net Assets$82,967

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $42,3562011Expenses 2012: $50,5622012Revenue 2013: $80,307Expenses 2013: $76,020Net Income 2013: $4,2872013Revenue 2014: $84,156Expenses 2014: $71,639Net Income 2014: $12,5172014Revenue 2015: $81,406Expenses 2015: $66,377Net Income 2015: $15,0292015Revenue 2016: $84,354Expenses 2016: $78,642Net Income 2016: $5,7122016Revenue 2017: $83,691Expenses 2017: $81,570Net Income 2017: $2,1212017Revenue 2018: $88,535Expenses 2018: $77,619Net Income 2018: $10,9162018Revenue 2019: $90,357Expenses 2019: $92,445Net Income 2019: -$2,0882019Revenue 2020: $85,754Expenses 2020: $87,961Net Income 2020: -$2,2072020Revenue 2021: $52,613Expenses 2021: $48,592Net Income 2021: $4,0212021Revenue 2022: $84,382Expenses 2022: $87,703Net Income 2022: -$3,3212022Revenue 2023: $77,103Expenses 2023: $95,009Net Income 2023: -$17,9062023Revenue 2024: $84,148Expenses 2024: $68,159Net Income 2024: $15,9892024Revenue 2025: $68,909Expenses 2025: $110,146Net Income 2025: -$41,2372025

Highlighted filing

2016

Revenue$84,354
Expenses$78,642
Net Income$5,712
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 24, 2016
Return Version
2015v2.1
Gross Receipts
$126,993
Mission and Program Overview

Mission

(a) to promote the welfare of children and youth in home, school, church, and community. (b) to secure adequate laws for the care and protection of children and youth. (c) to bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth within the meaning of section 501(c)(3) of the internal revenue code. (d) 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.

Program Services

DescriptionGrantsExpenses
(A) TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, CHURCH, AND COMMUNITY. (B) TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. (C) TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. (D) 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.-$78,642
(A) TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, CHURCH, AND COMMUNITY. (B) TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. (C) TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH WITHIN THE MEANING OF SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE (D) 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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE RUCKSPresident-$0--
STACEY BECKERPresident El-$0--
LISA CROCKETTTreasurer-$0--
JILL RATHERTSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
City Saver Fund$48,843$48,843$23,347$25,496
Cougar Classic$47,055$47,055$10,819$36,236
Total Events$95,898$95,898$34,166$61,732
Filing and Contact Details

Filer

Filer Name
Robert E Ellis Middle School Pto
EIN
62-1564239
Address
100 INDIAN LAKE ROAD, HENDERSONVILLE, TN 37075

Signing Officer

Name
Stacey Becker
Title
President Elect
Signed
2016-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Mcmurray & Associates Cpas
Address
641 E MAIN ST, HENDERSONVILLE, TN 37075-2606
Preparer
Jw Mcmurray
Phone
6158242724
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses administrative support 24,346 facilities and equipment 48,972 concessions 4,074 operations 360 pto administrative 299 box tops 141 total 78,192

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 12,498

Form 990-ez, Part III

(a) to promote the welfare of children and youth in home, school, church, and community. (b) to secure adequate laws for the care and protection of children and youth. (c) to bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth within the meaning of section 501(c)(3) of the internal revenue code. (d) 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.

Form 990-ez, Part III, Line 28

(a) to promote the welfare of children and youth in home, school, church, and community. (b) to secure adequate laws for the care and protection of children and youth. (c) to bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth within the meaning of section 501 (c) (3) of the internal revenue code (d) 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.

Form 990-ez, Part III, Line 31

(a) to promote the welfare of children and youth in home, school, church, and community. (b) to secure adequate laws for the care and protection of children and youth. (c) to bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth within the meaning of section 501(c)(3) of the internal revenue code. (d) 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.

Raw XML Appendix177 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE SUPPORT 24,346 FACILITIES AND EQUIPMENT 48,972 CONCESSIONS 4,074 OPERATIONS 360 PTO ADMINISTRATIVE 299 BOX TOPS 141 TOTAL 78,192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 12,498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2(A) TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, CHURCH, AND COMMUNITY. (B) TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. (C) TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. (D) 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3(A) TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, CHURCH, AND COMMUNITY. (B) TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. (C) TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH WITHIN THE MEANING OF SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE (D) 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4(A) TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, CHURCH, AND COMMUNITY. (B) TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. (C) TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. (D) 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
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ReturnHeader/ReturnTs02016-10-26T14:49:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.69$1.10$0.41
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.84$0.68$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.77$0.95$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.84$0.88$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.53$0.49$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.86$0.88$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.90$0.92$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.02$0.96$0.89$0.78$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.03$0.85$0.84$0.82$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.12$0.83$0.84$0.79$0.06
2015Summary only. Only limited summary data is available for this year.$0.77$0.00$0.81$0.66$0.15
2014Summary only. Only limited summary data is available for this year.$0.62$0.00$0.84$0.72$0.13
2013Summary only. Only limited summary data is available for this year.$0.50$0.00$0.80$0.76$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.42