Civic Intelligence

John Adams Elementary School PTO

990EZ • Fiscal year 2023 • EIN 85-2849293

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 20, 2023

2727 Edinburgh Channel RoadKingsport, TN 37664

(423) 742-5469

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.

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

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

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.

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

Asset Growth

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

63rd percentile

18%

Faster revenue growth than 63% of similar nonprofits.

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

Assets

Up

$82,080

Up $13,953 (+20%) from 2022

Net Assets

Up

$82,080

Up $13,953 (+20%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$73,881

Up $11,029 (+18%) from 2022

Expenses

Up

$59,928

Up $44,421 (+286%) from 2022

Net Income

Down

$13,953

Down $33,392 (-71%) from 2022

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2022: $68,127Liabilities 2022: $0Net Assets 2022: $68,1272022Assets 2023: $82,080Liabilities 2023: $0Net Assets 2023: $82,0802023Assets 2024: $16,558Liabilities 2024: $0Net Assets 2024: $16,5582024Assets 2025: $51,484Liabilities 2025: $0Net Assets 2025: $51,4842025

Highlighted filing

2023

Assets$82,080
Liabilities$0
Net Assets$82,080

Operations Trend

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

$200K$100K$0-$100KRevenue 2022: $62,852Expenses 2022: $15,507Net Income 2022: $47,3452022Revenue 2023: $73,881Expenses 2023: $59,928Net Income 2023: $13,9532023Revenue 2024: $81,903Expenses 2024: $147,425Net Income 2024: -$65,5222024Revenue 2025: $81,159Expenses 2025: $46,233Net Income 2025: $34,9262025

Highlighted filing

2023

Revenue$73,881
Expenses$59,928
Net Income$13,953
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 20, 2023
Return Version
2022v5.0
Gross Receipts
$80,488
Mission and Program Overview

Mission

John adams elementary pto supports our schools, teachesr & studends in achieving the best educational experience throughout each school year. We strive to provide hospitality, support, and enrichment to our teachers, parents, staff and students

John adams elementary pto supports our schools, teachers & students in achieving the best educational experience throughout each school year. We strive to provide hospitality, support, and enrichment to our teachers, parents, staff and students

Program Services

DescriptionGrantsExpenses
COLORTHON - STUDENTS PARTICPATED IN A COLOR-THON WHERE THEY WALKED LAPS AROUND THE TRACK AND WERE SPRAYED WITH NON-TOXIC COLORS TO RAISE MONEY FOR A FUTURE PLAYGROUND$0$44,452
STUDENT AND TEACHER HOSPITALITY. FOOD AND SUPPLIES WERE FURNISHED TO STAFF AND STUDENTS AT VARIOUS APPRECIATION WEEKS DURING THE SCHOOL YEAR$0$10,895
ACADEMIC ENRICHMENT - TEAM T-SHIRTS WERE PROVIDED TO THE STUDENTS DURING THE YEAR AS WELL AS SUPPLIES FOR FAMILY ENGAGEMENT NIGHTS$0$3,175
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY FERGUSONCo-PresidentPT$0--
JESSICA TERRYCo-PresidentPT$0--
LORI DANIELLTreasurerPT$0--
ERYN PICARDSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
John Adams Elementary School Pto
EIN
85-2849293
Phone
4237425469
Address
2727 EDINBURGH CHANNEL ROAD, KINGSPORT, TN 37664

Signing Officer

Name
Lori Daniell
Title
Treasurer
Phone
4237425469
Signed
2023-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Amanda Bowlin CPA Pllc
Address
215 CUMBERLAND STREET, KINGSPORT, TN 37660
Phone
4232465521
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest earned. Amount: 350.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: academic enrichment. Amount: 3,683. Description: field day. Amount: 128. Description: student & teacher hospitality. Amount: 10,895. Description: jaes wish lists & celebrations. Amount: 44,452. Total to form 990-ez, line 16: 59,158.

Raw XML Appendix161 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LORI DANIEL
IRS990EZ/BooksInCareOfDetail/PhoneNum04237425469
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02727 EDINBURGH CHANNEL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KINGSPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037664
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068127
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082080
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt079288
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt013953
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068127
IRS990EZ/Form990TotalAssetsGrp/EOYAmt082080
IRS990EZ/GrossReceiptsAmt080488
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0350
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0850
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068127
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082080
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068127
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082080
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA TERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI DANIELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERYN PICARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt059158
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0JOHN ADAMS ELEMENTARY PTO SUPPORTS OUR SCHOOLS, TEACHERS & STUDENTS IN ACHIEVING THE BEST EDUCATIONAL EXPERIENCE THROUGHOUT EACH SCHOOL YEAR. WE STRIVE TO PROVIDE HOSPITALITY, SUPPORT, AND ENRICHMENT TO OUR TEACHERS, PARENTS, STAFF AND STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt0770
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT AND TEACHER HOSPITALITY. FOOD AND SUPPLIES WERE FURNISHED TO STAFF AND STUDENTS AT VARIOUS APPRECIATION WEEKS DURING THE SCHOOL YEAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ACADEMIC ENRICHMENT - TEAM T-SHIRTS WERE PROVIDED TO THE STUDENTS DURING THE YEAR AS WELL AS SUPPLIES FOR FAMILY ENGAGEMENT NIGHTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COLORTHON - STUDENTS PARTICPATED IN A COLOR-THON WHERE THEY WALKED LAPS AROUND THE TRACK AND WERE SPRAYED WITH NON-TOXIC COLORS TO RAISE MONEY FOR A FUTURE PLAYGROUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010895
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13175
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt244452
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt06607
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6607
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt059928
IRS990EZ/TotalProgramServiceExpensesAmt058522
IRS990EZ/TotalRevenueAmt073881
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt080138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt066732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0146870
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0350
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0121
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0471
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0350
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0471
IRS990ScheduleA/InvestmentIncomeCYPct00.00320
IRS990ScheduleA/InvestmentIncomePYPct00.00180
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99680
IRS990ScheduleA/PublicSupportPY509Pct00.99820
IRS990ScheduleA/PublicSupportTotal509Amt0146870
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080138
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066732
IRS990ScheduleA/Total509Grp/TotalAmt0146870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066853
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0147341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST EARNED. AMOUNT: 350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACADEMIC ENRICHMENT. AMOUNT: 3,683. DESCRIPTION: FIELD DAY. AMOUNT: 128. DESCRIPTION: STUDENT & TEACHER HOSPITALITY. AMOUNT: 10,895. DESCRIPTION: JAES WISH LISTS & CELEBRATIONS. AMOUNT: 44,452. TOTAL TO FORM 990-EZ, LINE 16: 59,158.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI DANIELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04237425469
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN ADAMS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0852849293
ReturnHeader/Filer/PhoneNum04237425469
ReturnHeader/Filer/USAddress/AddressLine1Txt02727 EDINBURGH CHANNEL ROAD
ReturnHeader/Filer/USAddress/CityNm0KINGSPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037664
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472728077
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMANDA BOWLIN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 CUMBERLAND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KINGSPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037660
ReturnHeader/PreparerPersonGrp/PhoneNum04232465521
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-27T15:05:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DANIELL
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings