Civic Intelligence

Legacy Middle School PTO

EIN 84-4683801 • 501(c)3 • Franklin, TN

Profile

Educational support organization for legacy middle school in franklin, tennessee.

2380 Henpeck LaneFranklin, TN 37064

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

11th percentile

-69%

Higher net margin than 11% 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

16th percentile

-55%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

39th percentile

-11%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$37,581

Up $3,498 (+10%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$37,581

Up $3,498 (+10%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Up

$73,940

Up $13,683 (+23%) from 2023

Expenses

Down

$70,442

Down $31,683 (-31%) from 2023

Net Income

Up

$3,498

Up $45,366 (+108%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$80K$60K$40K$20K$0Assets 2022: $75,385Net Assets 2022: $75,3852022Assets 2023: $34,083Net Assets 2023: $34,0832023Assets 2024: $37,581Liabilities 2024: $0Net Assets 2024: $37,5812024

Highlighted filing

2024

Assets$37,581
Liabilities$0
Net Assets$37,581
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$150K$100K$50K$0-$50KRevenue 2022: $67,952Expenses 2022: $33,743Net Income 2022: $34,2092022Revenue 2023: $60,257Expenses 2023: $102,125Net Income 2023: -$41,8682023Revenue 2024: $73,940Expenses 2024: $70,442Net Income 2024: $3,4982024

Highlighted filing

2024

Revenue$73,940
Expenses$70,442
Net Income$3,498
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,581
Liabilities
$0
Net assets
$37,581
Revenue
$73,940
Expenses
$70,442
Net income
$3,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.74$0.70$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.60$1.02$0.42
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.68$0.34$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$82,152
Mission and Program Overview

Mission

The organization is made up of volunteer parents and teachers who work together to provide support for legacy middle school in franklin, tn. Fundraising is done to help purchase technology, programs and materials that is not in the school's budget.

To support and enhance the educational extracurricular and other various programs at Legacy Middle School

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$34,083$37,581▲ $3,498
Total Assets$34,083$37,581▲ $3,498
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$34,083$37,581▲ $3,498
Total Net Assets Fund Balance$34,083$37,581▲ $3,498
Total Liabilities and Net Assets / Fund Balance$34,083$37,581▲ $3,498
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Michelle HarlessPresident
Jennifer BurnsVice President
Amanda MankinSecretary
Carla MoyerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$57,289
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$16,651
All Other Contributions
$57,289
Change in Net Assets
$3,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$66,161
Other Expenses$4,281
Total Fundraising Expense$2,400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$66,161
Office Expenses-$1,860-$1,860
Other Expenses-$21$1,694$0
Insurance--$706$706
Total Functional Expenses$0$1,881$2,400$70,442
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
Backup withholding compliance
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

Part VI Line 11B

“Review will be conducted at the will and discretion of the board with”

Part VI Line 11B

“The return being subject to amendment if necessary.”

Part VI Line 19

“Documents are available by written request to the”

Part VI Line 19

“ORGANIZATION.”

Filing and Contact Details

Filer

Filer Name
Legacy Middle School Pto
EIN
84-4683801
In Care Of
% MICHELLE ROBINSON
Phone
6154725310
Address
2380 HENPECK LANE, Franklin, TN 37064

Signing Officer

Name
Michelle Robinson
Title
Treasurer
Phone
6158010496
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Harless
Legal Domicile
Tn
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ramco PC dba Frazier Tax
Address
801 Joe P Mann Blvd Ste P-8, Midland, MI 48642
Preparer
Richard a Miller Iii
Phone
8003607011
Supplemental Narrative

Additional Explanations

Part XI Line 9

“Uncleared Checks”

Raw XML Appendix273 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
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IRS990/BooksInCareOfDetail/PhoneNum06158010496
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IRS990/BooksInCareOfDetail/USAddress/CityNm0FRANKLIN
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt08212
IRS990/CreditCounselingInd0false
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IRS990/CYGrantsAndSimilarPaidAmt066161
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt04281
IRS990/CYOtherRevenueAmt016651
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03498
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt070442
IRS990/CYTotalFundraisingExpenseAmt02400
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt073940
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Bleachers purchased for Legacy Middle School athletic fields
IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
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IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt020000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
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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/PersonNm0MICHELLE HARLESS
IRS990/Form990PartVIISectionAGrp/PersonNm1JENNIFER BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm2CARLA MOYER
IRS990/Form990PartVIISectionAGrp/PersonNm3AMANDA MANKIN
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/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt066161
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt082152
IRS990/GrossSalesOfInventoryAmt024863
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt0706
IRS990/InsuranceGrp/TotalAmt0706
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0EDUCATIONAL SUPPORT ORGANIZATION FOR LEGACY MIDDLE SCHOOL IN FRANKLIN, TENNESSEE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt034083
IRS990/NetAssetsOrFundBalancesEOYAmt037581
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt016651
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt034083
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt037581
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01860
IRS990/OfficeExpensesGrp/TotalAmt01860
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0566
IRS990/OtherExpensesGrp/Desc0BANK & CREDIT CARD PROCES
IRS990/OtherExpensesGrp/Desc1STATE FEES
IRS990/OtherExpensesGrp/FundraisingAmt01694
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021
IRS990/OtherExpensesGrp/TotalAmt01694
IRS990/OtherExpensesGrp/TotalAmt121
IRS990/OtherExpensesGrp/TotalAmt20
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MICHELLE HARLESS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0TEACHERS CONFERENCE PAID DIRECTLY TO SCHOOL TO PAY FOR TEACHER TRAVEL AND ACCOMODATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010000
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATIONAL EQUIPMENT, CAMPUS BEAUTIFICATION, TEACHER/STAFF APPRECIATION EVENTS, STUDENT EVENTS, FINE ARTS SUPPORT, SCHOOL FURNITURE/FIXTURES DONATIONS, PBIS SUPPORT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt036161
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt03498
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0129270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt050766
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt025143
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt025143
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0205179
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066281
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081609
IRS990ScheduleA/Total509Grp/TotalAmt0205179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066281
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081609
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0205179
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW WILL BE CONDUCTED AT THE WILL AND DISCRETION OF THE BOARD WITH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN BEING SUBJECT TO AMENDMENT IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE BY WRITTEN REQUEST TO THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Uncleared Checks
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part XI Line 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/USAddress/CityNm0Franklin
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037064
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06158010496
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0844683801
ReturnHeader/Filer/InCareOfNm0% MICHELLE ROBINSON
ReturnHeader/Filer/PhoneNum06154725310
ReturnHeader/Filer/USAddress/AddressLine1Txt02380 HENPECK LANE
ReturnHeader/Filer/USAddress/CityNm0Franklin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037064
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822523768
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 Joe P Mann Blvd Ste P-8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Midland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048642
ReturnHeader/PreparerPersonGrp/PhoneNum08003607011
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A MILLER III
ReturnHeader/ReturnTs02025-05-07T10:43:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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