Civic Intelligence

Independence High School Ptso

990 • Fiscal year 2017 • EIN 86-1105056

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 24, 2017

1776 Declaration WayThompsons Station, TN 37179

(615) 472-4600

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

35th percentile

-1.3%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

31st percentile

-2.4%

Faster asset growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-9.7%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$254,635

Down $6,332 (-2.4%) from 2016

Net Assets

Down

$254,635

Down $6,332 (-2.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$479,060

Down $51,701 (-9.7%) from 2016

Expenses

Down

$485,392

Down $6,732 (-1.4%) from 2016

Net Income

Down

-$6,332

Down $44,969 (-116%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $84,236Liabilities 2011: $3,281Net Assets 2011: $80,9552011Assets 2012: $120,853Liabilities 2012: $3,294Net Assets 2012: $117,5592012Assets 2013: $139,536Liabilities 2013: $2,625Net Assets 2013: $136,9112013Assets 2014: $159,360Liabilities 2014: $0Net Assets 2014: $159,3602014Assets 2015: $222,330Liabilities 2015: $0Net Assets 2015: $222,3302015Assets 2016: $260,967Liabilities 2016: $0Net Assets 2016: $260,9672016Assets 2017: $254,635Liabilities 2017: $0Net Assets 2017: $254,6352017Assets 2018: $287,790Liabilities 2018: $0Net Assets 2018: $287,7902018Assets 2019: $325,869Liabilities 2019: $0Net Assets 2019: $325,8692019Assets 2020: $274,338Liabilities 2020: $0Net Assets 2020: $274,3382020Assets 2021: $307,202Liabilities 2021: $0Net Assets 2021: $307,2022021Assets 2022: $458,068Liabilities 2022: $0Net Assets 2022: $458,0682022Assets 2023: $501,893Liabilities 2023: $0Net Assets 2023: $501,8932023Assets 2024: $601,036Liabilities 2024: $0Net Assets 2024: $601,0362024Assets 2025: $596,905Liabilities 2025: $0Net Assets 2025: $596,9052025

Highlighted filing

2017

Assets$254,635
Liabilities$0
Net Assets$254,635

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $314,209Expenses 2011: $269,538Net Income 2011: $44,6712011Expenses 2012: $320,9442012Expenses 2013: $309,1212013Revenue 2014: $341,538Expenses 2014: $313,760Net Income 2014: $27,7782014Revenue 2015: $369,805Expenses 2015: $306,835Net Income 2015: $62,9702015Revenue 2016: $530,761Expenses 2016: $492,124Net Income 2016: $38,6372016Revenue 2017: $479,060Expenses 2017: $485,392Net Income 2017: -$6,3322017Revenue 2018: $486,989Expenses 2018: $453,834Net Income 2018: $33,1552018Revenue 2019: $597,128Expenses 2019: $559,049Net Income 2019: $38,0792019Revenue 2020: $565,527Expenses 2020: $617,058Net Income 2020: -$51,5312020Revenue 2021: $530,952Expenses 2021: $498,088Net Income 2021: $32,8642021Revenue 2022: $848,792Expenses 2022: $697,926Net Income 2022: $150,8662022Revenue 2023: $939,061Expenses 2023: $895,236Net Income 2023: $43,8252023Revenue 2024: $970,778Expenses 2024: $871,635Net Income 2024: $99,1432024Revenue 2025: $914,975Expenses 2025: $919,105Net Income 2025: -$4,1302025

Highlighted filing

2017

Revenue$479,060
Expenses$485,392
Net Income-$6,332
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 24, 2017
Return Version
2016v3.0
Gross Receipts
$566,185
Mission and Program Overview

Mission

To enhance the quality of education for students at Independence High School through various fund raising activities to help supplement programs, provide additional materials and equipment, which fall outside the school budget. Also, to encourage more parent involvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$260,967$254,635▼ $6,332
Total Assets$260,967$254,635▼ $6,332
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$260,967$254,635▼ $6,332
Total Net Assets Fund Balance$260,967$254,635▼ $6,332
Total Liabilities and Net Assets / Fund Balance$260,967$254,635▼ $6,332
Compensation and Service Providers

Board Members and Trustees

NameTitle
LeaAnn SmithPresident
Melissa DoyleVice President
Sharon BarracoSecretary
Kimberly AdairTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$117,251
Program Service Revenue
$160,124
Investment Income
$8
Other Revenue
$201,677
All Other Contributions
$4,295
Change in Net Assets
$-6,332
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$465,497
Grants and Similar Amounts Paid$19,895
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$74,155--$74,155
Other Expenses$48,250--$48,250
Fees for Services Other$41,472--$41,472
Grants to Domestic Individuals$19,895--$19,895
Travel$10,509--$10,509
Conferences and Meetings$2,430--$2,430
Office Expenses$1,504--$1,504
Advertising$1,400--$1,400
Insurance$957--$957
Fees for Services Accounting$505--$505
Information Technology$150--$150
Interest$1--$1
Total Functional Expenses$485,392$0$0$485,392
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$288,802
Fundraising Direct Expenses$87,125
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Athletic$94,698$94,698$15,126$79,572
Band$51,898$51,898$21,705$30,193
Total Events$288,802$288,802$87,125$201,677
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 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

Governing body meeting documentation Part VI line 8A

No policy for formal governing body documentation.

Committee meeting documentation Part VI line 8B

No policy for governing committee meeting documentation.

Form 990 governing body review Part VI line 11

No review was or will be conducted.

Governing documents etc available to public Part VI line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Independence High School PTSO
EIN
86-1105056
Address
1776 Declaration Way, Thompsons Station, TN 37179

Signing Officer

Name
Kimberly Adair
Title
Treasurer
Phone
6154724600
Signed
2017-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
LeaAnn Smith
Formed
2004
Legal Domicile
Tn
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
471

Preparer

Firm
Noll Accounting LLC
Address
1403 Savannah Park Dr, Spring Hill, TN 37174
Preparer
Patricia D Noll
Phone
6153373500
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

Other primary expenses: Field Maintenance & Repair $27,992; Spirit Wear $6,898; Camp Fees $9,856, Bank Charges $1,411, Miscellaneous $2,683 and Meals $25,315.

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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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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Various Individuals
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No policy for formal governing body documentation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No policy for governing committee meeting documentation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other primary expenses: Field Maintenance & Repair $27,992; Spirit Wear $6,898; Camp Fees $9,856, Bank Charges $1,411, Miscellaneous $2,683 and Meals $25,315.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0260967
IRS990/TotalAssetsEOYAmt0254635
IRS990/TotalAssetsGrp/BOYAmt0260967
IRS990/TotalAssetsGrp/EOYAmt0254635
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0117251
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0485392
IRS990/TotalFunctionalExpensesGrp/TotalAmt0485392
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0260967
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0254635
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0485392
IRS990/TotalProgramServiceRevenueAmt0160124
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0201677
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0160132
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0479060
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0471
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0260967
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0254635
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt010509
IRS990/TravelGrp/TotalAmt010509
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0260967
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0254635
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.wcs.edu/ihs/ptso
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kimberly Adair
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06154724600
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Independence High School PTSO
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0861105056
ReturnHeader/Filer/USAddress/AddressLine1Txt01776 Declaration Way
ReturnHeader/Filer/USAddress/CityNm0Thompsons Station
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037179
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId055CAD0BECA56E0D7554510B34AD31527CD91FB00
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId055CAD0BECA56E0D7554510B34AD31527CD91FB00
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06228622017206cyjnphe
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-07-25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.138.232.75
ReturnHeader/FilingSecurityInformation/IPDt02017-07-25
ReturnHeader/FilingSecurityInformation/IPTm010:44:18
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Noll Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01403 Savannah Park Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spring Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037174
ReturnHeader/PreparerPersonGrp/PhoneNum06153373500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia D Noll
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-07-25T10:36:36-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.97$0.00$5.97$9.15$9.19$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.01$0.00$6.01$9.71$8.72$0.99
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.02$0.00$5.02$9.39$8.95$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.00$4.58$8.49$6.98$1.51
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.00$3.07$5.31$4.98$0.33
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.00$2.74$5.66$6.17$0.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$5.97$5.59$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$4.87$4.54$0.33
2017Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$4.79$4.85$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$5.31$4.92$0.39
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$3.70$3.07$0.63
2014Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$3.42$3.14$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.03$1.37$3.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.03$1.18$3.21
2011Summary only. Only limited summary data is available for this year.$0.84$0.03$0.81$3.14$2.70$0.45