Civic Intelligence

Parent Teacher Organization of Glendale Spanish Immersion Element

990 • Fiscal year 2019 • EIN 84-1657366

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 05, 2020

800 Thompson AvenueNashville, TN 37204

(615) 279-7970

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

71st percentile

20%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$232,279

Up $37,958 (+20%) from 2018

Net Assets

Up

$230,650

Up $36,329 (+19%) from 2018

Liabilities

Up

$1,629

Up $1,629 from 2018

Revenue

Up

$265,036

Up $58,244 (+28%) from 2018

Expenses

Up

$178,837

Up $13,922 (+8.4%) from 2018

Net Income

Up

$86,199

Up $44,322 (+106%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $62,824Liabilities 2011: $02011Assets 2012: $69,209Liabilities 2012: $02012Assets 2013: $93,866Liabilities 2013: $02013Assets 2014: $93,767Liabilities 2014: $02014Assets 2015: $128,884Net Assets 2015: $128,8842015Assets 2016: $141,244Liabilities 2016: $0Net Assets 2016: $141,2442016Assets 2017: $152,444Liabilities 2017: $0Net Assets 2017: $152,4442017Assets 2018: $194,321Liabilities 2018: $0Net Assets 2018: $194,3212018Assets 2019: $232,279Liabilities 2019: $1,629Net Assets 2019: $230,6502019Assets 2020: $140,305Liabilities 2020: $3,053Net Assets 2020: $137,2522020Assets 2021: $126,006Liabilities 2021: $0Net Assets 2021: $126,0062021Assets 2022: $156,927Liabilities 2022: $0Net Assets 2022: $156,9272022Assets 2023: $240,973Liabilities 2023: $0Net Assets 2023: $240,9732023Assets 2024: $284,921Net Assets 2024: $284,9212024

Highlighted filing

2019

Assets$232,279
Liabilities$1,629
Net Assets$230,650

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $107,379Expenses 2011: $100,600Net Income 2011: $6,7792011Revenue 2012: $117,875Expenses 2012: $111,490Net Income 2012: $6,3852012Revenue 2013: $129,776Expenses 2013: $105,119Net Income 2013: $24,6572013Revenue 2014: $186,058Expenses 2014: $186,158Net Income 2014: -$1002014Revenue 2015: $194,244Expenses 2015: $159,127Net Income 2015: $35,1172015Revenue 2016: $213,125Expenses 2016: $200,765Net Income 2016: $12,3602016Revenue 2017: $196,087Expenses 2017: $184,887Net Income 2017: $11,2002017Revenue 2018: $206,792Expenses 2018: $164,915Net Income 2018: $41,8772018Revenue 2019: $265,036Expenses 2019: $178,837Net Income 2019: $86,1992019Revenue 2020: $198,432Expenses 2020: $261,350Net Income 2020: -$62,9182020Revenue 2021: $109,949Expenses 2021: $120,010Net Income 2021: -$10,0612021Revenue 2022: $157,253Expenses 2022: $126,332Net Income 2022: $30,9212022Revenue 2023: $163,613Expenses 2023: $79,567Net Income 2023: $84,0462023Revenue 2024: $140,729Expenses 2024: $96,781Net Income 2024: $43,9482024

Highlighted filing

2019

Revenue$265,036
Expenses$178,837
Net Income$86,199
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 5, 2020
Return Version
2018v3.2
Gross Receipts
$311,366
Mission and Program Overview

Mission

Glendale pto supports the school's mission to prepare students to become life-long learners and responsible citizens. Through an emphasis on spanish language and culture, students will meet and exceed academic standards, celebrate diversity, and become productive and responsible members of our global society. The glendale pto provides support for teachers to purchase classroom materials and equipment and other related special needs of the school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$192,821$210,490▲ $17,669
Savings and Temporary Cash Investments-$15,024-
Accounts Receivable-$4,661-
Prepaid Expenses and Deferred Charges$1,500$2,104▲ $604
Total Assets$194,321$232,279▲ $37,958
Liabilities
Accounts Payable and Accrued Expenses-$1,629-
Total Liabilities$0$1,629▲ $1,629
Net Assets / Fund Balance
Unrestricted Net Assets$194,321$230,650▲ $36,329
Total Net Assets Fund Balance$194,321$230,650▲ $36,329
Total Liabilities and Net Assets / Fund Balance$194,321$232,279▲ $37,958
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jenny WinstonCo President
Jody StepakoffCo-president
Trey YantCo Treasurer
Adam BareseCo-treasurer
Melissa PlattSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$180,071
Program Service Revenue
$50,623
Investment Income
$5,277
Other Revenue
$29,065
All Other Contributions
$4,390
Change in Net Assets
$86,199

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table238$50,107Retail Value
Other Non Cash Contri Table1$1,200Retail Value
Total Noncash Contributions239$51,307-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$173,753
Grants and Similar Amounts Paid$5,084
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$162,913$3,922-$166,835
Grants to Domestic Orgs$5,084--$5,084
Information Technology-$5,021-$5,021
Fees for Services Accounting-$1,190-$1,190
Insurance-$594-$594
Other Expenses-$60-$60
Conferences and Meetings-$53-$53
Total Functional Expenses$167,997$10,840$0$178,837
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$44,913
Fundraising Direct Expenses$35,620
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Invest in Your$110,714-$173-
Spring Fling$99,108$34,141$5,460$28,681
Total Events$215,819$40,138$22,836$17,302
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jeffrey SherrodEmployeeWagesNo$20,665
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
Yes
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 8B

Organization did not document meetings of each committee with authority to act on the behalf of the governing body.

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

Prior year and current year treasurers will meet to review.

Form 990, Page 6, Part VI, Line 19

Governing documents are not made available to the public. The form 990 is available upon request.

Filing and Contact Details

Filer

Filer Name
Parent-teacher Organization of
EIN
84-1657366
Phone
6152797970
Address
800 THOMPSON AVENUE, NASHVILLE, TN 37204

Signing Officer

Name
Trey Yant
Title
Co Treasurer
Phone
6152430129
Signed
2020-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Trey Yant
Formed
2000
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
150

Preparer

Firm
Blankenship CPA Group Pllc
Address
215 WARD CIRCLE, BRENTWOOD, TN 37027-2304
Preparer
Rachel Lloyd CPA
Phone
6153733771
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Glendale pto supports the school's mission to prepare students to become life-long learners and responsible citizens. Through an emphasis on spanish language and culture, students will meet and exceed academic standards, celebrate diversity, and become productive and responsible members of our global society. The glendale pto provides support for teachers to purchase classroom materials and equipment and other related special needs of the school.

Form 990, Page 2, Part III, Line 4D

Further program service revenue to provide support to teachers as needed.

Form 990, Part IX, Line 11G

Teacher/classroom support 72,347 0 0 pto programs 62,963 0 0 school operating support 27,603 0 0 bank fees 0 3,922 0 total 162,913 3,922 0

Form 990, Part XI, Line 9

Non-cash contributions not on financials -50,107

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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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt034141
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05997
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040138
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017302
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02602
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08235
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0173
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05460
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04000
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JEFFREY SHERROD
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt020665
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0WAGES
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0238
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt11
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IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1CATERING
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IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt11200
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IRS990ScheduleM/ThirdPartiesUsedInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GLENDALE PTO SUPPORTS THE SCHOOL'S MISSION TO PREPARE STUDENTS TO BECOME LIFE-LONG LEARNERS AND RESPONSIBLE CITIZENS. THROUGH AN EMPHASIS ON SPANISH LANGUAGE AND CULTURE, STUDENTS WILL MEET AND EXCEED ACADEMIC STANDARDS, CELEBRATE DIVERSITY, AND BECOME PRODUCTIVE AND RESPONSIBLE MEMBERS OF OUR GLOBAL SOCIETY. THE GLENDALE PTO PROVIDES SUPPORT FOR TEACHERS TO PURCHASE CLASSROOM MATERIALS AND EQUIPMENT AND OTHER RELATED SPECIAL NEEDS OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FURTHER PROGRAM SERVICE REVENUE TO PROVIDE SUPPORT TO TEACHERS AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION DID NOT DOCUMENT MEETINGS OF EACH COMMITTEE WITH AUTHORITY TO ACT ON THE BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR YEAR AND CURRENT YEAR TREASURERS WILL MEET TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. THE FORM 990 IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER/CLASSROOM SUPPORT 72,347 0 0 PTO PROGRAMS 62,963 0 0 SCHOOL OPERATING SUPPORT 27,603 0 0 BANK FEES 0 3,922 0 TOTAL 162,913 3,922 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NON-CASH CONTRIBUTIONS NOT ON FINANCIALS -50,107
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0232279
IRS990/TotalAssetsGrp/BOYAmt0194321
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IRS990/TotalContributionsAmt0180071
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010840
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0167997
IRS990/TotalFunctionalExpensesGrp/TotalAmt0178837
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt01629
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01629
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0194321
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0230650
IRS990/TotalProgramServiceExpensesAmt0167997
IRS990/TotalProgramServiceRevenueAmt050623
IRS990/TotalRevenueGrp/ExclusionAmt037074
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt055900
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0265036
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0194321
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0232279
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0194321
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0230650
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0800 THOMPSON AVENUE
IRS990/USAddress/CityNm0NASHVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037204
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.GLENDALEPTO.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TREY YANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06152430129
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PARENT-TEACHER ORGANIZATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GLENDALE SPANISH IMMERSION ELEM SCH
ReturnHeader/Filer/BusinessNameControlTxt0PARE
ReturnHeader/Filer/EIN0841657366
ReturnHeader/Filer/PhoneNum06152797970
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 THOMPSON AVENUE
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037204
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06865D9B00E23A994D8B728C97FA93DEE7C243F3F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A709C110149BEA4F749A93E42455E1C39D32C05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.147.121
ReturnHeader/FilingSecurityInformation/IPDt02020-02-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:37:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450491842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLANKENSHIP CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 WARD CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370272304
ReturnHeader/PreparerPersonGrp/PhoneNum06153733771
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RACHEL LLOYD CPA
ReturnHeader/ReturnTs02020-02-10T15:37:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.85$2.85$1.41$0.97$0.44
2023Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$1.64$0.80$0.84
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.57$1.26$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.10$1.20$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.03$1.37$1.98$2.61$0.63
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.02$2.31$2.65$1.79$0.86
2018Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$2.07$1.65$0.42
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$1.96$1.85$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$2.13$2.01$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.29$1.29$1.94$1.59$0.35
2014Summary only. Only limited summary data is available for this year.$0.94$0.00$1.86$1.86$0.00
2013Summary only. Only limited summary data is available for this year.$0.94$0.00$1.30$1.05$0.25
2012Summary only. Only limited summary data is available for this year.$0.69$0.00$1.18$1.11$0.06
2011Summary only. Only limited summary data is available for this year.$0.63$0.00$1.07$1.01$0.07