Civic Intelligence

Hunters Bend Elementary School PTO

990EZ • Fiscal year 2018 • EIN 62-1606460

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 23, 2019

2121 Fieldstone ParkwayFranklin, TN 37069-1813

(615) 472-4580

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 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

31st percentile

-4.8%

Higher net margin than 31% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

32nd percentile

-7.8%

Faster asset growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$99,647

Down $8,411 (-7.8%) from 2017

Net Assets

Down

$99,647

Down $8,411 (-7.8%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$87,754

Down $27,183 (-24%) from 2017

Expenses

Down

$91,975

Down $19,640 (-18%) from 2017

Net Income

Down

-$4,221

Down $7,543 (-227%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $89,553Liabilities 2011: $02011Assets 2012: $90,825Liabilities 2012: $02012Assets 2013: $83,280Liabilities 2013: $02013Assets 2014: $73,375Liabilities 2014: $02014Assets 2015: $98,362Net Assets 2015: $98,3622015Assets 2017: $108,058Net Assets 2017: $108,0582017Assets 2018: $99,647Net Assets 2018: $99,6472018Assets 2019: $95,803Net Assets 2019: $95,8032019Assets 2020: $79,181Net Assets 2020: $79,1812020Assets 2021: $127,036Net Assets 2021: $127,0362021Assets 2022: $149,666Net Assets 2022: $149,6662022Assets 2023: $102,313Net Assets 2023: $102,3132023Assets 2024: $69,097Liabilities 2024: $0Net Assets 2024: $69,0972024Assets 2025: $86,831Liabilities 2025: $0Net Assets 2025: $86,8312025

Highlighted filing

2018

Assets$99,647
Liabilities-
Net Assets$99,647

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $95,847Expenses 2011: $89,538Net Income 2011: $6,3092011Revenue 2012: $70,035Expenses 2012: $68,763Net Income 2012: $1,2722012Revenue 2013: $64,411Expenses 2013: $71,956Net Income 2013: -$7,5452013Revenue 2014: $57,287Expenses 2014: $67,192Net Income 2014: -$9,9052014Revenue 2015: $94,688Expenses 2015: $69,703Net Income 2015: $24,9852015Revenue 2017: $114,937Expenses 2017: $111,615Net Income 2017: $3,3222017Revenue 2018: $87,754Expenses 2018: $91,975Net Income 2018: -$4,2212018Revenue 2019: $84,302Expenses 2019: $88,146Net Income 2019: -$3,8442019Revenue 2020: $48,953Expenses 2020: $65,575Net Income 2020: -$16,6222020Revenue 2021: $91,950Expenses 2021: $44,096Net Income 2021: $47,8542021Revenue 2022: $94,892Expenses 2022: $72,262Net Income 2022: $22,6302022Revenue 2023: $86,601Expenses 2023: $133,954Net Income 2023: -$47,3532023Revenue 2024: $98,080Expenses 2024: $131,296Net Income 2024: -$33,2162024Revenue 2025: $107,784Expenses 2025: $90,050Net Income 2025: $17,7342025

Highlighted filing

2018

Revenue$87,754
Expenses$91,975
Net Income-$4,221
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 23, 2019
Return Version
2017v2.3
Gross Receipts
$126,658
Mission and Program Overview

Mission

Promote education in the local school.

Program Services

DescriptionGrantsExpenses
TO PROVIDE YEARLY AND CUMULATIVE FUNDS, SUPPLEMENTAL ALLOTMENTS FROM THE WMSON CO BOARD OF EDUCATION AND STUDENT FEES, FOR SUPPORT OF THE ENRICHMENT AND ENHANCEMENT OF ACADEMIC, ARTISTIC, ATHLETIC AND MUSICAL EXCELLENCE, ETC; TO ENLIST FINANCIAL AND MORAL SUPPORT WITHIN THE COMMUNITY FOR THE AFOREMENTIONED ACTIVITIES IN ORDER TO ACHIEVE EXCELLENCE FOR THE SAME AS A CIVIC SYMBOL FOR OUR COMMUNITY.-$85,578
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE LEEPresident-$0--
MINDY MORRISONVP Fundraisi-$0--
KAREN ROWEVP Mkt & COM-$0--
EMILY KINZIGTreasurer-$0--
JEN MOORESecretary-$0--
AMBER WILSONVolunteer Co-$0--
MISSY BEZUIDENHOUTRoom Parent-$0--
ANN GUYMal-Fam Fun-$0--
KRISTEN MELICHARTal - Teach-$0--
SAMANTHA OZANPresident El-$0--
HEATHER ADAMSEx Officio-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$56,830-$25,619-
Original Art Wo$5,080$5,080$3,348$1,732
Total Events$61,910$5,080$28,967$-23,887
Filing and Contact Details

Filer

Filer Name
Hunters Bend Elementary School
EIN
62-1606460
Address
2121 FIELDSTONE PARKWAY, FRANKLIN, TN 37069-1813

Signing Officer

Name
Emily Kinzig
Title
Treasurer
Signed
2019-07-23

Preparer

Firm
Parsons & Associates Cpas
Address
234 FOURTH AVE N, FRANKLIN, TN 37064
Preparer
Patricia Parsons
Phone
6157944313
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 930 banking fees 32 gifts 511 professional develop 902 hospitality 604 secr position support 14,758 landscaping 4,907 curriculum enhancement 1,560 website 398 operating supplies 89 teacher support funds 7,500 school admin expenses 1,065 school enhancement fund 21,294 new teacher class library 200 school needs-unexpected 6,541 classroom technology 20,369 fifth grade graduation 201 field day 1,098 appreciation breakfast 192 invest campaign 401 back to school bash 40 teacher appreciation week 349 workroom / supply budget 3,000 water filters 237 box tops expense 146 family fund night 2,543 boosterthon 2,060 other 48 total 91,975

Form 990-ez, Part III, Line 28

To provide yearly and cumulative funds, supplemental allotments from the wmson co board of education and student fees, for support of the enrichment and enhancement of academic, artistic, athletic and musical excellence, etc; to enlist financial and moral support within the community for the aforementioned activities in order to achieve excellence for the same as a civic symbol for our community.

Raw XML Appendix195 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/TitleTxt4SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ROOM PARENT
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE PTO IS MADE UP OF PARENTS OF THE STUDENTS IN THE SCHOOL
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1PTO RAISES FUNDS FOR HUNTERS BEND ELEMENTARY TO HELP WITH EXPENSES THAT ARE NOT WITHIN THE BUDGET FOR THE SCHOOL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 930 BANKING FEES 32 GIFTS 511 PROFESSIONAL DEVELOP 902 HOSPITALITY 604 SECR POSITION SUPPORT 14,758 LANDSCAPING 4,907 CURRICULUM ENHANCEMENT 1,560 WEBSITE 398 OPERATING SUPPLIES 89 TEACHER SUPPORT FUNDS 7,500 SCHOOL ADMIN EXPENSES 1,065 SCHOOL ENHANCEMENT FUND 21,294 NEW TEACHER CLASS LIBRARY 200 SCHOOL NEEDS-UNEXPECTED 6,541 CLASSROOM TECHNOLOGY 20,369 FIFTH GRADE GRADUATION 201 FIELD DAY 1,098 APPRECIATION BREAKFAST 192 INVEST CAMPAIGN 401 BACK TO SCHOOL BASH 40 TEACHER APPRECIATION WEEK 349 WORKROOM / SUPPLY BUDGET 3,000 WATER FILTERS 237 BOX TOPS EXPENSE 146 FAMILY FUND NIGHT 2,543 BOOSTERTHON 2,060 OTHER 48 TOTAL 91,975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE YEARLY AND CUMULATIVE FUNDS, SUPPLEMENTAL ALLOTMENTS FROM THE WMSON CO BOARD OF EDUCATION AND STUDENT FEES, FOR SUPPORT OF THE ENRICHMENT AND ENHANCEMENT OF ACADEMIC, ARTISTIC, ATHLETIC AND MUSICAL EXCELLENCE, ETC; TO ENLIST FINANCIAL AND MORAL SUPPORT WITHIN THE COMMUNITY FOR THE AFOREMENTIONED ACTIVITIES IN ORDER TO ACHIEVE EXCELLENCE FOR THE SAME AS A CIVIC SYMBOL FOR OUR COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/FilingSecurityInformation/IPTm015:29:58
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-07-31T15:29:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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