Civic Intelligence

Winstead Elementary PTO Inc.

990EZ • Fiscal year 2020 • EIN 68-0494510

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 15, 2021

Organization Profile
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

52nd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

30th percentile

-8.6%

Higher net margin than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

30th percentile

-7.8%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-19%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$64,133

Down $5,462 (-7.8%) from 2019

Net Assets

Down

$64,133

Down $5,462 (-7.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin30th percentile

Revenue

Down

$63,330

Down $14,812 (-19%) from 2019

Expenses

Up

$68,792

Up $24,388 (+55%) from 2019

Net Income

Down

-$5,462

Down $39,200 (-116%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

2020

Assets$64,133
Liabilities$0
Net Assets$64,133
Open 2020 Filing

Operations Trend

Revenue Growth45th percentile

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

2020

Revenue$63,330
Expenses$68,792
Net Income-$5,462
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 15, 2021
Return Version
2019v5.1
Gross Receipts
$93,231
Mission and Program Overview

Mission

Provide Educational Materials and Servic

Program Services

DescriptionGrantsExpenses
Educational material provided to the students teachers and other staff--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley JohnsonTreasurer-$0--
Molly ClarkPresident-$0--
Stephanie StanleyAssistant Treasurer-$0--
Rachel AholtRecording Secretary-$0--
Renee Penix2nd Vice President-$0--
Jody Williams1st Vice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
WC Palooza$14,518$14,518$8,097$6,421
Auction$13,283$13,283$303$12,980
Total Events$45,195$45,195$14,005$31,190
Filing and Contact Details

Filer

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

Signing Officer

Name
Molly Clark
Title
President
Phone
7033502568
Signed
2021-04-15
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 2,644Graduation 1,044Awards and Ceremonies 40Breakfast 98Bulk School Supplies 546Grandparents Open House 850Investment in School 39,994Kindergarten Ballons & Roundup 340Hospitality Committee 47Misc 596PTO Operations 3,275Grade Level Contributions 2,297Talent Show 216Teacher Appreciation 1,271Teacher Contributions 15,094”

Raw XML Appendix167 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/PersonNm1Molly Clark
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rachel Aholt
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jody Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Assistant Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt51st Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt068352
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide Educational Materials and Servic
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational material provided to the students teachers and other staff
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt014102
IRS990EZ/SpecialEventsNetIncomeLossAmt031092
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068792
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt063330
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034386
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034047
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031103
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017394
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountGift to Winstead 2,644Graduation 1,044Awards and Ceremonies 40Breakfast 98Bulk School Supplies 546Grandparents Open House 850Investment in School 39,994Kindergarten Ballons & Roundup 340Hospitality Committee 47Misc 596PTO Operations 3,275Grade Level Contributions 2,297Talent Show 216Teacher Appreciation 1,271Teacher Contributions 15,094
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Molly Clark
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07033502568
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Winstead Elementary PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0WINS
ReturnHeader/Filer/EIN0680494510
ReturnHeader/Filer/USAddress/AddressLine1Txt04080 Columbia Pike
ReturnHeader/Filer/USAddress/CityNm0Franklin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037064
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0451026468
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 SE Parkway Ct STE 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Franklin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037064
ReturnHeader/PreparerPersonGrp/PhoneNum06158071918
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Phillip G Cummings
ReturnHeader/ReturnTs02021-04-15T22:42:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,133
Liabilities
$0
Net assets
$64,133
Revenue
$63,330
Expenses
$68,792
Net income
-$5,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.89$1.02$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.63$0.69$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.78$0.44$0.34
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.68$0.77$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.76$0.55$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.68$0.76$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.65$0.68$0.02
2014Summary only. Only limited summary data is available for this year.$0.33$0.33$0.67$0.58$0.08
2013Summary only. Only limited summary data is available for this year.$0.25$0.25$0.75$0.76$0.01
2012Summary only. Only limited summary data is available for this year.$0.25$0.28$0.78$0.98$0.20