Civic Intelligence

Rocky Branch Elementary School PTO Inc.

990EZ • Fiscal year 2021 • EIN 84-2436371

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 02, 2021

Organization ProfileN/A
5250 Hog Mountain RoadBogart, GA 30622

(706) 769-3235

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

46th percentile

5.5%

Higher net margin than 46% 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

56th percentile

10.0%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

94th percentile

276%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$17,987

Up $1,631 (+10.0%) from 2020

Net Assets

Up

$17,987

Up $1,631 (+10.0%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin46th percentile

Revenue

Up

$29,423

Up $21,606 (+276%) from 2020

Expenses

Up

$27,792

Up $24,663 (+788%) from 2020

Net Income

Down

$1,631

Down $3,057 (-65%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$30K$20K$10K$0Assets 2020: $16,356Net Assets 2020: $16,3562020Assets 2021: $17,987Net Assets 2021: $17,9872021Assets 2022: $5,046Net Assets 2022: $5,0462022Assets 2023: $14,129Net Assets 2023: $14,1292023Assets 2024: $25,532Net Assets 2024: $25,5322024

Highlighted filing

2021

Assets$17,987
Liabilities-
Net Assets$17,987
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2020: $7,817Expenses 2020: $3,129Net Income 2020: $4,6882020Revenue 2021: $29,423Expenses 2021: $27,792Net Income 2021: $1,6312021Revenue 2022: $51,571Expenses 2022: $64,512Net Income 2022: -$12,9412022Revenue 2023: $47,341Expenses 2023: $38,259Net Income 2023: $9,0822023Revenue 2024: $47,632Expenses 2024: $36,229Net Income 2024: $11,4032024

Highlighted filing

2021

Revenue$29,423
Expenses$27,792
Net Income$1,631
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$33,596
Mission and Program Overview

Mission

Funding various parent / teacher activities for the elementary school

Program Services

DescriptionGrantsExpenses
SCHOOL STAFF APPRECIATION-$26,742
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISON CUNNINGHAMCo-PresidentPT$0--
KATIE TERRELLCo-PresidentPT$0--
KIM TURNERCo-Vice Pres-$0--
ANNA JONESCo-Vice Pres-$0--
KELLY PRICETreasurerPT$0--
JENNIFER BENTONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dah for Excell$32,352$32,352$4,173$28,179
Total Events$32,352$32,352$4,173$28,179
Filing and Contact Details

Filer

Filer Name
Rocky Branch Elementary School
EIN
84-2436371
Phone
7067693235
Address
5250 HOG MOUNTAIN ROAD, BOGART, GA 30622

Signing Officer

Name
Kelly Price
Title
Treasurer
Phone
7062074377
Signed
2021-11-02

Preparer

Firm
SMITH ADCOCK AND COMPANY CPA'S
Address
400 HAWTHORNE LANE SUITE A, ATHENS, GA 30606
Preparer
Michael J Hotcaveg
Phone
7063538600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses dah wish list items 21,328 staff appreciation 3,136 operational expenses 1,050 outdoor canopies 685 voice amplifiliers 642 staff t-shirts 579 student support pe 250 spirit wear 122 total 27,792”

Raw XML Appendix148 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0ALISON CUNNINGHAM
CompensationExplanation/CompensationExplanationGrp/PersonNm1KATIE TERRELL
CompensationExplanation/CompensationExplanationGrp/PersonNm2KIM TURNER
CompensationExplanation/CompensationExplanationGrp/PersonNm3ANNA JONES
CompensationExplanation/CompensationExplanationGrp/PersonNm4KELLY PRICE
CompensationExplanation/CompensationExplanationGrp/PersonNm5JENNIFER BENTON
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KELLY PRICE
IRS990EZ/BooksInCareOfDetail/PhoneNum07067693235
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01323 CLOTFELTER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOGART
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030622
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016356
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017987
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01228
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01631
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016356
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017987
IRS990EZ/FundraisingGrossIncomeAmt032352
IRS990EZ/GrossReceiptsAmt033596
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016356
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017987
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016356
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017987
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALISON CUNNINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE TERRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLY PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER BENTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027792
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDING VARIOUS PARENT / TEACHER ACTIVITIES FOR THE ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026742
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04173
IRS990EZ/SpecialEventsNetIncomeLossAmt028179
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027792
IRS990EZ/TotalProgramServiceExpensesAmt026742
IRS990EZ/TotalRevenueAmt029423
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01228
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02118
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032368
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048929
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt081297
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt083415
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033596
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049819
IRS990ScheduleA/Total509Grp/TotalAmt083415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049819
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt083415
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04173
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DAH FOR EXCELL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032352
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028179
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04173
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DAH WISH LIST ITEMS 21,328 STAFF APPRECIATION 3,136 OPERATIONAL EXPENSES 1,050 OUTDOOR CANOPIES 685 VOICE AMPLIFILIERS 642 STAFF T-SHIRTS 579 STUDENT SUPPORT PE 250 SPIRIT WEAR 122 TOTAL 27,792
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY PRICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07062074377
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKY BRANCH ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0842436371
ReturnHeader/Filer/PhoneNum07067693235
ReturnHeader/Filer/USAddress/AddressLine1Txt05250 HOG MOUNTAIN ROAD
ReturnHeader/Filer/USAddress/CityNm0BOGART
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030622
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0580979080
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH ADCOCK AND COMPANY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 HAWTHORNE LANE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATHENS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030606
ReturnHeader/PreparerPersonGrp/PhoneNum07063538600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J HOTCAVEG
ReturnHeader/ReturnTs02021-11-04T13:40:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PRICE
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,987
Liabilities
-
Net assets
$17,987
Revenue
$29,423
Expenses
$27,792
Net income
$1,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.5$25.5$47.6$36.2$11.4
2023Detailed filing. Detailed filing data is available for this year.$14.1$14.1$47.3$38.3$9.08
2022Detailed filing. Detailed filing data is available for this year.$5.05$5.05$51.6$64.5$12.9
2021Detailed filing. Detailed filing data is available for this year.$18.0$18.0$29.4$27.8$1.63
2020Detailed filing. Detailed filing data is available for this year.$16.4$16.4$7.82$3.13$4.69