Civic Intelligence

Shafer Middle PTO

990 • Fiscal year 2022 • EIN 84-3742908

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 19, 2022

Organization Profile
240 Albert Gallatin AveGallatin, TN 37066

(615) 230-7704

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

30th percentile

-6.5%

Higher net margin than 30% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

$1,955

No earlier filing loaded for comparison.

Net Assets

$1,955

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin30th percentile

Revenue

$19,120

No earlier filing loaded for comparison.

Expenses

$20,362

No earlier filing loaded for comparison.

Net Income

-$1,242

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2022

Assets$1,955
Liabilities$0
Net Assets$1,955
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$19,120
Expenses$20,362
Net Income-$1,242
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 19, 2022
Return Version
2021v4.0
Gross Receipts
$19,120
Mission and Program Overview

Mission

Support school through parent teacher organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,197$1,955▼ $1,242
Total Assets$3,197$1,955▼ $1,242
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,197$1,955▼ $1,242
Total Net Assets Fund Balance$3,197$1,955▼ $1,242
Total Liabilities and Net Assets / Fund Balance$3,197$1,955▼ $1,242
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$19,118
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$0
All Other Contributions
$19,118
Change in Net Assets
$-1,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,362
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
Other Expenses$1,000--$1,000
All Other Expenses$985--$985
Total Functional Expenses$20,362$0$0$20,362
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
2022-09-19

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
Dustin J Littlepage
Phone
6154528256
Supplemental Narrative

Additional Explanations

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

“Support school through parent teacher organization”

Raw XML Appendix232 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT SCHOOL THROUGH PARENT TEACHER ORGANIZATION
IRS990/AllOtherContributionsAmt019118
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0985
IRS990/AllOtherExpensesGrp/TotalAmt0985
IRS990/BooksInCareOfDetail/PersonNm0ANGIE WAKEFIELD
IRS990/BooksInCareOfDetail/PhoneNum06152307704
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0240 ALBERT GALLAIN AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0GALLATIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037066
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt03197
IRS990/CashNonInterestBearingGrp/EOYAmt01955
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt019118
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02
IRS990/CYOtherExpensesAmt020362
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1242
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt020362
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt019120
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SUPPORT SCHOOL THROUGH PARENT TEACHER ORGANIZATION
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0APRIL COX
IRS990/Form990PartVIISectionAGrp/PersonNm1ASHLEY SUDDARTH
IRS990/Form990PartVIISectionAGrp/PersonNm2ANGIE WAKEFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm3SAMANTHA ROOKS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt019120
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT SCHOOL THROUGH PARENT TEACHER ORGANIZATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03197
IRS990/NetAssetsOrFundBalancesEOYAmt01955
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03197
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01955
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0CHARGING STATIONS
IRS990/OtherExpensesGrp/Desc1TEACHER ROOM SUPPLIES
IRS990/OtherExpensesGrp/Desc2SPIRIT WEAR
IRS990/OtherExpensesGrp/Desc3AWARDS DAY
IRS990/OtherExpensesGrp/ProgramServicesAmt07040
IRS990/OtherExpensesGrp/ProgramServicesAmt16485
IRS990/OtherExpensesGrp/ProgramServicesAmt24852
IRS990/OtherExpensesGrp/ProgramServicesAmt31000
IRS990/OtherExpensesGrp/TotalAmt07040
IRS990/OtherExpensesGrp/TotalAmt16485
IRS990/OtherExpensesGrp/TotalAmt24852
IRS990/OtherExpensesGrp/TotalAmt31000
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ANGIE WAKEFIELD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORT SCHOOL THROUGH PARENT TEACHER ORGANIZATION
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt020362
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1242
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT SCHOOL THROUGH PARENT TEACHER ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03197
IRS990/TotalAssetsEOYAmt01955
IRS990/TotalAssetsGrp/BOYAmt03197
IRS990/TotalAssetsGrp/EOYAmt01955
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt019118
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020362
IRS990/TotalFunctionalExpensesGrp/TotalAmt020362
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03197
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01955
IRS990/TotalOtherProgSrvcExpenseAmt020362
IRS990/TotalProgramServiceExpensesAmt020362
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019120
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03197
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01955
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0240 ALBERT GALLAIN AVE
IRS990/USAddress/CityNm0GALLATIN
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037066
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGIE WAKEFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06152307704
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAFER MIDDLE PTO
ReturnHeader/Filer/BusinessNameControlTxt0SHAF
ReturnHeader/Filer/EIN0843742908
ReturnHeader/Filer/PhoneNum06152307704
ReturnHeader/Filer/USAddress/AddressLine1Txt0240 ALBERT GALLATIN AVE
ReturnHeader/Filer/USAddress/CityNm0GALLATIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037066
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621765435
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCMURRAY FOX & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0607 COMMONS DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GALLATIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370666318
ReturnHeader/PreparerPersonGrp/PhoneNum06154528256
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DUSTIN J LITTLEPAGE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-28T14:51:03-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANGIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WAKEFIELD
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,955
Liabilities
$0
Net assets
$1,955
Revenue
$19,120
Expenses
$20,362
Net income
-$1,242
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