Civic Intelligence

Shafer Middle PTO

EIN 84-3742908 • 501(c)3 • Gallatin, TN

Pub. 78 Eligible990-N Coverage

Profile

Support school through parent teacher organization

240 Albert Gallatin AveGallatin, TN 37066
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

95th percentile

166%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$5,204

Up $3,249 (+166%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$5,204

Up $3,249 (+166%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin69th percentile

Revenue

Up

$22,288

Up $3,168 (+17%) from 2022

Expenses

Down

$19,039

Down $1,323 (-6.5%) from 2022

Net Income

Up

$3,249

Up $4,491 (+362%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0K$4.0K$2.0K$0Assets 2022: $1,955Liabilities 2022: $0Net Assets 2022: $1,9552022Assets 2023: $5,204Liabilities 2023: $0Net Assets 2023: $5,2042023

Highlighted filing

2023

Assets$5,204
Liabilities$0
Net Assets$5,204
Open 2023 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2022: $19,120Expenses 2022: $20,362Net Income 2022: -$1,2422022Revenue 2023: $22,288Expenses 2023: $19,039Net Income 2023: $3,2492023

Highlighted filing

2023

Revenue$22,288
Expenses$19,039
Net Income$3,249
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,204
Liabilities
$0
Net assets
$5,204
Revenue
$22,288
Expenses
$19,039
Net income
$3,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$22.3$19.0$3.25
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$19.1$20.4$1.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 24, 2023
Return Version
2022v5.0
Gross Receipts
$22,288
Mission and Program Overview

Mission

Support school through parent teacher organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,955$5,204▲ $3,249
Total Assets$1,955$5,204▲ $3,249
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,955$5,204▲ $3,249
Total Net Assets Fund Balance$1,955$5,204▲ $3,249
Total Liabilities and Net Assets / Fund Balance$1,955$5,204▲ $3,249
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Samantha RooksPresident
April CoxSecretary
Angie WakefieldTreasurer
Ashley SuddarthVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$22,288
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$22,288
Change in Net Assets
$3,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,039
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$4,233--$4,233
Other Expenses$2,206--$2,206
Fees for Services Accounting$226--$226
Total Functional Expenses$19,039$0$0$19,039
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
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 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Shafer Middle Pto
EIN
84-3742908
Phone
6152307704
Address
240 ALBERT GALLATIN AVE, GALLATIN, TN 37066

Signing Officer

Name
Angie Wakefield
Title
Treasurer
Phone
6152307704
Signed
2023-08-24

Organization Details

Principal Officer
Angie Wakefield
Voting Board Members
4
Independent Board Members
2
Employees
0

Preparer

Firm
Mcmurray Fox & Associates Pllc
Address
607 COMMONS DR, GALLATIN, TN 37066-6318
Preparer
Jamie Mcmurry
Phone
6154528256
Supplemental Narrative

Additional Explanations

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

“Support school through parent teacher organization”

Form 990, Part IX, Line 24E

“Teacher appreciation 1,193 0 0 miscellaneous 1,160 0 0 teacher conferences 885 0 0 awards day 500 0 0 stickers 199 0 0 volleyball support 150 0 0 signs 146 0 0 total 4,233 0 0”

Raw XML Appendix241 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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IRS990/BooksInCareOfDetail/PhoneNum06152307704
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0240 ALBERT GALLAIN AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0GALLATIN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt022288
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt019039
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER APPRECIATION 1,193 0 0 MISCELLANEOUS 1,160 0 0 TEACHER CONFERENCES 885 0 0 AWARDS DAY 500 0 0 STICKERS 199 0 0 VOLLEYBALL SUPPORT 150 0 0 SIGNS 146 0 0 TOTAL 4,233 0 0
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06152307704
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-24
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ReturnHeader/Filer/BusinessNameControlTxt0SHAF
ReturnHeader/Filer/EIN0843742908
ReturnHeader/Filer/PhoneNum06152307704
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-18T15:18:49-04:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WAKEFIELD
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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