Civic Intelligence

Jack Anderson Elementary School PTO

990 • Fiscal year 2021 • EIN 62-1772026

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 10, 2021

Organization ProfileJAE.SUMNERSCHOOLS.ORG
250 Shutes LaneHendersonville, TN 37075

(615) 264-5830

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

36th percentile

0.0%

Higher net margin than 36% 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

41st percentile

0.0%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

39th percentile

-8.7%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Flat

$135,143

Flat from 2020

Net Assets

Flat

$135,143

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin36th percentile

Revenue

Down

$220,340

Down $21,120 (-8.7%) from 2020

Expenses

Down

$220,340

Down $724 (-0.3%) from 2020

Net Income

Down

$0

Down $20,396 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2012: $44,567Liabilities 2012: $02012Assets 2013: $77,488Liabilities 2013: $02013Assets 2014: $81,985Liabilities 2014: $02014Assets 2015: $101,607Liabilities 2015: $02015Assets 2016: $126,267Liabilities 2016: $0Net Assets 2016: $126,2672016Assets 2017: $113,778Liabilities 2017: $0Net Assets 2017: $113,7782017Assets 2018: $93,164Liabilities 2018: $0Net Assets 2018: $93,1642018Assets 2019: $116,949Liabilities 2019: $2,202Net Assets 2019: $114,7472019Assets 2020: $135,143Liabilities 2020: $0Net Assets 2020: $135,1432020Assets 2021: $135,143Liabilities 2021: $0Net Assets 2021: $135,1432021Assets 2022: $151,585Liabilities 2022: $0Net Assets 2022: $151,5852022Assets 2023: $173,350Liabilities 2023: $0Net Assets 2023: $173,3502023Assets 2024: $398,426Liabilities 2024: $0Net Assets 2024: $398,4262024Assets 2025: $202,940Liabilities 2025: $0Net Assets 2025: $202,9402025

Highlighted filing

2021

Assets$135,143
Liabilities$0
Net Assets$135,143
Open 2021 Filing

Operations Trend

Revenue Growth39th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $113,363Expenses 2012: $121,008Net Income 2012: -$7,6452012Revenue 2013: $146,412Expenses 2013: $113,491Net Income 2013: $32,9212013Revenue 2014: $153,710Expenses 2014: $149,213Net Income 2014: $4,4972014Revenue 2015: $148,752Expenses 2015: $129,130Net Income 2015: $19,6222015Revenue 2016: $194,887Expenses 2016: $170,412Net Income 2016: $24,4752016Revenue 2017: $231,550Expenses 2017: $244,088Net Income 2017: -$12,5382017Revenue 2018: $206,437Expenses 2018: $227,051Net Income 2018: -$20,6142018Revenue 2019: $219,714Expenses 2019: $198,131Net Income 2019: $21,5832019Revenue 2020: $241,460Expenses 2020: $221,064Net Income 2020: $20,3962020Revenue 2021: $220,340Expenses 2021: $220,340Net Income 2021: $02021Revenue 2022: $263,248Expenses 2022: $246,938Net Income 2022: $16,3102022Revenue 2023: $300,237Expenses 2023: $278,972Net Income 2023: $21,2652023Revenue 2024: $274,982Expenses 2024: $293,871Net Income 2024: -$18,8892024Revenue 2025: $213,967Expenses 2025: $164,893Net Income 2025: $49,0742025

Highlighted filing

2021

Revenue$220,340
Expenses$220,340
Net Income$0
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 10, 2021
Return Version
2020v4.0
Gross Receipts
$248,235
Mission and Program Overview

Mission

Committed to enriching students lives, empowering staff leadership, nurturing a collaborative culture with shared norms and values, deprivatizing professional practice, celebrating sucesses, and fostering a climate of genuine support.

Committed to enriching students lives, empowering staff leaderships, nurturing a collaborative culture with shared norms and values, deprivatizing professional practice, celebrating successes, and fostering a climate of genuine support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$95,143$95,143→ $0
Savings and Temporary Cash Investments$40,000$40,000→ $0
Total Assets$135,143$135,143→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$135,143$135,143→ $0
Total Net Assets Fund Balance$135,143$135,143→ $0
Total Liabilities and Net Assets / Fund Balance$135,143$135,143→ $0
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Katie CokerCo-president
Shannon JacksonPast Preside
Haley ShermanSecretary
Brandi PettisSponsorships
Danielle KinslowTreasurer
Stacie PetringTreasurer
Lauren SpringerVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$75,700
Program Service Revenue
$0
Investment Income
$99
Other Revenue
$144,541
All Other Contributions
$66,660
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$169,607
Salaries, Compensation, and Employee Benefits$50,733
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$50,733--$50,733
All Other Expenses$8,920--$8,920
Other Expenses$14,250$4,666-$4,666
Fees for Services Other-$808-$808
Fees for Services Accounting-$600-$600
Total Functional Expenses$214,266$6,074$0$220,340
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$172,436
Fundraising Direct Expenses$27,895
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundrais$113,536$113,536$26,799$86,737
Walkathon$58,900$58,900$1,096$57,804
Total Events$172,436$172,436$27,895$144,541
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Jack anderson elementary pto officer will review form 990 before irs submission”

Form 990, Page 6, Part VI, Line 19

“All documents are available for public inspection upon request”

Filing and Contact Details

Filer

Filer Name
Jack Anderson Elementary Pto
EIN
62-1772026
Phone
6152645830
Address
250 SHUTES LANE, HENDERSONVILLE, TN 37075

Signing Officer

Name
Stacie Petring
Title
Treasurer
Phone
6152645830
Signed
2021-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacie Petring
Formed
1999
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Matt Stamper CPA Pc
Address
131 MAPLE ROW BLVD SUITE 302, HENDERSONVILLE, TN 37075
Preparer
Jon Matthew Stamper CPA Cgma
Phone
6158222432
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Committed to enriching students lives, empowering staff leadership, nurturing a collaborative culture with shared norms and values, deprivatizing professional practice, celebrating sucesses, and fostering a climate of genuine support.”

Raw XML Appendix326 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/ExplanationTxt0COMMITTED TO ENRICHING STUDENTS LIVES, EMPOWERING STAFF LEADERSHIP, NURTURING A COLLABORATIVE CULTURE WITH SHARED NORMS AND VALUES, DEPRIVATIZING PROFESSIONAL PRACTICE, CELEBRATING SUCESSES, AND FOSTERING A CLIMATE OF GENUINE SUPPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JACK ANDERSON ELEMENTARY PTO OFFICER WILL REVIEW FORM 990 BEFORE IRS SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalAssetsBOYAmt0135143
IRS990/TotalAssetsEOYAmt0135143
IRS990/TotalAssetsGrp/BOYAmt0135143
IRS990/TotalAssetsGrp/EOYAmt0135143
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt075700
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06074
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0214266
IRS990/TotalFunctionalExpensesGrp/TotalAmt0220340
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0135143
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0135143
IRS990/TotalProgramServiceExpensesAmt0214266
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt099
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0220340
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0135143
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0135143
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0250 SHUTES LANE
IRS990/USAddress/CityNm0HENDERSONVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037075
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0HTTP://JAE.SUMNERSCHOOLS.ORG/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACIE PETRING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06152645830
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACK ANDERSON ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0621772026
ReturnHeader/Filer/PhoneNum06152645830
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 SHUTES LANE
ReturnHeader/Filer/USAddress/CityNm0HENDERSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037075
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822793489
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATT STAMPER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0131 MAPLE ROW BLVD SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HENDERSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037075
ReturnHeader/PreparerPersonGrp/PhoneNum06158222432
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON MATTHEW STAMPER CPA CGMA
ReturnHeader/ReturnTs02021-08-17T15:12:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STACIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETRING
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,143
Liabilities
$0
Net assets
$135,143
Revenue
$220,340
Expenses
$220,340
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$2.14$1.65$0.49
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$2.75$2.94$0.19
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.00$1.73$3.00$2.79$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$2.63$2.47$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$2.20$2.20$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$2.41$2.21$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.02$1.15$2.20$1.98$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$2.06$2.27$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$2.32$2.44$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$1.95$1.70$0.24
2015Summary only. Only limited summary data is available for this year.$1.02$0.00$1.49$1.29$0.20
2014Summary only. Only limited summary data is available for this year.$0.82$0.00$1.54$1.49$0.04
2013Summary only. Only limited summary data is available for this year.$0.77$0.00$1.46$1.13$0.33
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$1.13$1.21$0.08