Civic Intelligence

Winstead Elementary PTO Inc.

990EZ • Fiscal year 2018 • EIN 68-0494510

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

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.

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Down

$35,857

Down $8,405 (-19%) from 2017

Net Assets

Down

$35,857

Down $8,387 (-19%) from 2017

Liabilities

Down

$0

Down $18 (-100%) from 2017

Revenue

Down

$68,311

Down $7,697 (-10%) from 2017

Expenses

Up

$76,698

Up $21,376 (+39%) from 2017

Net Income

Down

-$8,387

Down $29,073 (-141%) from 2017

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

2018

Assets$35,857
Liabilities$0
Net Assets$35,857

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

2018

Revenue$68,311
Expenses$76,698
Net Income-$8,387
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$96,064
Mission and Program Overview

Mission

Provide Educational Materials and Servic

Program Services

DescriptionGrantsExpenses
Educational material provided to the students teachers and other staff-$72,601
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley JohnsonAssistant Treasurer-$0--
Susie PowerCo-Treasurer-$0--
Consuelo HawkinsPresident-$0--
Sheri HendersonCo-Treasurer-$0--
Kristen DennisRecording Secretary-$0--
Maggie Drobny2nd Vice President-$0--
Chris Nowlin1st Vice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
WC Palooza$13,720$13,720$6,645$7,075
Auction$12,800$12,800$689$12,111
Total Events$45,752$45,752$12,314$33,438
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
2018-11-12
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Description of other expenses Part I line 16

Description AmountGift to Winstead 1,591Graduation 879Awards and Ceremonies 407Breakfast 84Bulk School Supplies 526Field Day 783Grandparents Open House 747Investment in School 48,807Landscaping 146Kindergarten Ballons & Roundup 44Hospitality Committee 560PAAWS Club 5,159Misc 198PTO Operations 3,507Sunshine Fund 25Student Enrichment 2,885Grade Level Contributions 3,451Talent Show 322Teacher Appreciation 2,091Teacher Contributions 4,091

Description of total liabilities Part II line 26

Category Beginning of Year End of YearTransaction Fees 18 0

Raw XML Appendix185 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/TitleTxt4Recording Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt61st Vice President
IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountGift to Winstead 1,591Graduation 879Awards and Ceremonies 407Breakfast 84Bulk School Supplies 526Field Day 783Grandparents Open House 747Investment in School 48,807Landscaping 146Kindergarten Ballons & Roundup 44Hospitality Committee 560PAAWS Club 5,159Misc 198PTO Operations 3,507Sunshine Fund 25Student Enrichment 2,885Grade Level Contributions 3,451Talent Show 322Teacher Appreciation 2,091Teacher Contributions 4,091
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Consuelo Hawkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06154966565
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ReturnHeader/Filer/EIN0680494510
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ReturnHeader/FilingSecurityInformation/IPTm010:31:25
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Phillip G Cummings
ReturnHeader/ReturnTs02018-11-14T10:30:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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