Civic Intelligence

White Hall Elementary PTO Inc

990EZ • Fiscal year 2017 • EIN 87-0775874

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 2017

2166 Lexington RoadRichmond, KY 40475

(859) 420-4782

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

50th percentile

3.2%

Higher net margin than 50% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

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

Assets

Up

$11,535

Up $1,508 (+15%) from 2016

Net Assets

$11,535

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$46,681

Down $7,783 (-14%) from 2016

Expenses

Down

$45,173

Down $14,801 (-25%) from 2016

Net Income

Up

$1,508

Up $7,018 (+127%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2016: $10,027Liabilities 2016: $02016Assets 2017: $11,535Net Assets 2017: $11,5352017Assets 2018: $16,741Net Assets 2018: $16,7412018Assets 2019: $10,662Net Assets 2019: $10,6622019Assets 2020: $17,355Net Assets 2020: $17,3552020Assets 2021: $14,977Net Assets 2021: $14,9772021Assets 2023: $30,392Net Assets 2023: $30,3922023Assets 2024: $43,427Net Assets 2024: $43,4272024Assets 2025: $44,087Net Assets 2025: $44,0872025

Highlighted filing

2017

Assets$11,535
Liabilities-
Net Assets$11,535

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2016: $54,464Expenses 2016: $59,974Net Income 2016: -$5,5102016Revenue 2017: $46,681Expenses 2017: $45,173Net Income 2017: $1,5082017Revenue 2018: $59,758Expenses 2018: $54,552Net Income 2018: $5,2062018Revenue 2019: $25,159Expenses 2019: $31,238Net Income 2019: -$6,0792019Revenue 2020: $25,219Expenses 2020: $18,526Net Income 2020: $6,6932020Revenue 2021: $6,345Expenses 2021: $8,723Net Income 2021: -$2,3782021Revenue 2023: $53,794Expenses 2023: $38,326Net Income 2023: $15,4682023Revenue 2024: $57,370Expenses 2024: $44,335Net Income 2024: $13,0352024Revenue 2025: $58,482Expenses 2025: $57,822Net Income 2025: $6602025

Highlighted filing

2017

Revenue$46,681
Expenses$45,173
Net Income$1,508
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$46,681
Mission and Program Overview

Mission

Elementary school Parent Teacher Organization PTO

Program Services

DescriptionGrantsExpenses
Expenditures in support of fundraisers to support and enhance curricular and extra curricular activties at White Hall Elementary fall fundraising fundraising.-$7,298
EXPENDITURES TO SUPPORT CIRRICULAR AND EXTRA CURRICULAR ACTIVITIES RELATED TO SANTA SHOP FUNDRAISING-$7,132
OTHER EXPENDITURES TO SUPPORT EXTRA CURRICULAR AND CURRICULAR ACTIVITIES OF MISC. SCHOOL SUPPORT-$4,874
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER SHERRILLPresidentPT$0--
TRACY LAMBVice President FundraisingPT$0--
ANGIE BACONTreasurerPT$0--
KELLIE REARICKSecretaryPT$0--
NICOLE DAYVice President MarketingPT$0--
SARAH SAMMONSVice President MembershipsPT$0--
Filing and Contact Details

Filer

Filer Name
White Hall Elementary PTO Inc
EIN
87-0775874
Phone
8594204782
Address
2166 Lexington Road, Richmond, KY 40475

Signing Officer

Name
Jennifer Sherrill
Title
President
Phone
8594204782
Signed
2017-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Dana C Overall CPA Psc
Address
130 N 2nd STREET, RICHMOND, KY 40475
Preparer
Dana C Overall CPA
Phone
8596252844
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

5th grade awards 1191.

Form 990EZ, Part I, Line 16

Academic enhancement 4291.

Form 990EZ, Part I, Line 16

Archery team 200.

Form 990EZ, Part I, Line 16

Academic team 86.

Form 990EZ, Part I, Line 16

Fall Festival 6181.

Form 990EZ, Part I, Line 16

Read-A-Thon 1813.

Form 990EZ, Part I, Line 16

Field Day 600.

Form 990EZ, Part I, Line 16

Field Trips 2911.

Form 990EZ, Part I, Line 16

Green Club 634.

Form 990EZ, Part I, Line 16

Hospitality 1564.

Form 990EZ, Part I, Line 16

Insurance 679.

Form 990EZ, Part I, Line 16

Landscaping 616.

Form 990EZ, Part I, Line 16

Misc School Support 4874.

Form 990EZ, Part I, Line 16

Office Supplies 423.

Form 990EZ, Part I, Line 16

PTO Child Care 400.

Form 990EZ, Part I, Line 16

Santa Shop 7132.

Form 990EZ, Part I, Line 16

FRC 1000.

Form 990EZ, Part I, Line 16

Spirit Store 613.

Form 990EZ, Part I, Line 16

Fall Fundraiser 7298.

Form 990EZ, Part I, Line 16

Taxes 550.

Form 990EZ, Part I, Line 16

Valentine Grams 1892.

Form 990EZ, Part I, Line 16

STLP 200.

Form 990EZ, Part I, Line 16

Secretary of State 25.

Raw XML Appendix187 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ENTITY OFFICE
IRS990EZ/BooksInCareOfDetail/PhoneNum08594204782
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02166 Lexington Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Richmohnd
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040475
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010027
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011535
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01508
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010027
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011535
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt046681
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01122
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010027
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011535
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010027
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011535
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER SHERRILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACY LAMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANGIE BACON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLIE REARICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICOLE DAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH SAMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President Marketing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President Memberships
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045173
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Elementary school Parent Teacher Organization PTO
IRS990EZ/ProgramServiceRevenueAmt045559
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Expenditures in support of fundraisers to support and enhance curricular and extra curricular activties at White Hall Elementary fall fundraising fundraising.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EXPENDITURES TO SUPPORT CIRRICULAR AND EXTRA CURRICULAR ACTIVITIES RELATED TO SANTA SHOP FUNDRAISING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER EXPENDITURES TO SUPPORT EXTRA CURRICULAR AND CURRICULAR ACTIVITIES OF MISC. SCHOOL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07298
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17132
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24874
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045173
IRS990EZ/TotalProgramServiceExpensesAmt019304
IRS990EZ/TotalRevenueAmt046681
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt056401
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt056401
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt056401
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt056401
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt056401
IRS990ScheduleA/TotalSupportAmt056401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt05th grade awards 1191.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Academic enhancement 4291.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Archery team 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Academic team 86.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fall Festival 6181.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Read-A-Thon 1813.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Field Day 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Field Trips 2911.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Green Club 634.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Hospitality 1564.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Insurance 679.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Landscaping 616.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Misc School Support 4874.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Office Supplies 423.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PTO Child Care 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Santa Shop 7132.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16FRC 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Spirit Store 613.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Fall Fundraiser 7298.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Taxes 550.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Valentine Grams 1892.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21STLP 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Secretary of State 25.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER SHERRILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08594204782
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0White Hall Elementary PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0870775874
ReturnHeader/Filer/PhoneNum08594204782
ReturnHeader/Filer/USAddress/AddressLine1Txt02166 Lexington Road
ReturnHeader/Filer/USAddress/CityNm0Richmond
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040475
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F7E42CC28D73BE20F8085726DDBE9F023E5E9DEF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F7E42CC28D73BE20F8085726DDBE9F023E5E9DEF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId061559820173120000ysg
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.2.38.10
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm005:50:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANA C OVERALL CPA PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 N 2nd STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040475
ReturnHeader/PreparerPersonGrp/PhoneNum08596252844
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA C OVERALL CPA
ReturnHeader/ReturnTs02017-11-15T05:50:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings