Civic Intelligence

Winstead Elementary PTO Inc.

990EZ • Fiscal year 2016 • EIN 68-0494510

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 28, 2016

4080 Columbia PikeFranklin, TN 37064

(615) 496-6565

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

55th percentile

3.9%

Faster revenue growth than 55% of similar nonprofits.

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

Assets

Down

$23,558

Down $7,484 (-24%) from 2015

Net Assets

Down

$23,558

Down $7,484 (-24%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$68,021

Up $2,565 (+3.9%) from 2015

Expenses

Up

$75,505

Up $7,897 (+12%) from 2015

Net Income

Down

-$7,484

Down $5,332 (-248%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $25,184Liabilities 2012: $28,2032012Assets 2013: $24,855Liabilities 2013: $24,8552013Assets 2014: $33,194Liabilities 2014: $33,1942014Assets 2015: $31,042Liabilities 2015: $0Net Assets 2015: $31,0422015Assets 2016: $23,558Liabilities 2016: $0Net Assets 2016: $23,5582016Assets 2017: $44,262Liabilities 2017: $18Net Assets 2017: $44,2442017Assets 2018: $35,857Liabilities 2018: $0Net Assets 2018: $35,8572018Assets 2019: $69,595Liabilities 2019: $0Net Assets 2019: $69,5952019Assets 2020: $64,133Liabilities 2020: $0Net Assets 2020: $64,1332020Assets 2025: $63,611Liabilities 2025: $0Net Assets 2025: $63,6112025

Highlighted filing

2016

Assets$23,558
Liabilities$0
Net Assets$23,558

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $78,270Expenses 2012: $97,789Net Income 2012: -$19,5192012Revenue 2013: $75,474Expenses 2013: $76,033Net Income 2013: -$5592013Revenue 2014: $66,737Expenses 2014: $58,398Net Income 2014: $8,3392014Revenue 2015: $65,456Expenses 2015: $67,608Net Income 2015: -$2,1522015Revenue 2016: $68,021Expenses 2016: $75,505Net Income 2016: -$7,4842016Revenue 2017: $76,008Expenses 2017: $55,322Net Income 2017: $20,6862017Revenue 2018: $68,311Expenses 2018: $76,698Net Income 2018: -$8,3872018Revenue 2019: $78,142Expenses 2019: $44,404Net Income 2019: $33,7382019Revenue 2020: $63,330Expenses 2020: $68,792Net Income 2020: -$5,4622020Revenue 2025: $88,529Expenses 2025: $101,537Net Income 2025: -$13,0082025

Highlighted filing

2016

Revenue$68,021
Expenses$75,505
Net Income-$7,484
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 28, 2016
Return Version
2015v2.1
Gross Receipts
$98,670
Mission and Program Overview

Mission

Provide Educational Materials and Servic

Program Services

DescriptionGrantsExpenses
Educational material provided to the students teachers and other staff-$70,397
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susie PowerAssistant Treasurer-$0--
Stephanie ManisTreasurer-$0--
Consuelo HawkinsPresident-$0--
Katy BertParliamentarian-$0--
Megan RhodesRecording Secretary-$0--
Maggie Drobny2nd Vice President-$0--
Chris Nowlin1st Vice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$13,088$13,088-$13,088
WC Palooza$12,421$12,421$5,859$6,562
Total Events$46,484$46,484$11,132$35,352
Filing and Contact Details

Filer

Filer Name
Winstead Elementary PTO Inc
EIN
68-0494510
Address
4080 Columbia Pike, Franklin, TN 37064

Signing Officer

Name
Consuelo Hawkins
Title
President
Phone
6154966565
Signed
2016-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Cummings CPA Services
Address
101 SE Parkway Court STE 230, Franklin, TN 37064
Preparer
Phillip Cummings
Phone
6158071918
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountGift to Winstead 2,264Graduation 1,155Awards and Ceremonies 268Breakfast 42Bulk School Supplies 1,568Field Day 3,813Grandparents Open House 675Investment in School 47,001Landscaping 144Kindergarten Open House 159Bucket Brigade 770PAAWS Club 5,229Pastries with Parents 543PTO Operations 3,004Student Directory and PTO Expense 939Student Enrichment 2,000Music Program 81Talent Show (9)Teacher Appreciation 1,384Teacher Contributions 3,207Hospitality Committee 684Misc 189

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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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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06154966565
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ReturnHeader/Filer/EIN0680494510
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ReturnHeader/PreparerPersonGrp/PhoneNum06158071918
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Phillip Cummings
ReturnHeader/ReturnTs02016-10-03T15:15:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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