Civic Intelligence

White Hall Elementary PTO Inc

990EZ • Fiscal year 2018 • EIN 87-0775874

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 08, 2018

Organization ProfileN/A
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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

61st percentile

8.7%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

83rd percentile

45%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$16,741

Up $5,206 (+45%) from 2017

Net Assets

Up

$16,741

Up $5,206 (+45%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$59,758

Up $13,077 (+28%) from 2017

Expenses

Up

$54,552

Up $9,379 (+21%) from 2017

Net Income

Up

$5,206

Up $3,698 (+245%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

2018

Assets$16,741
Liabilities-
Net Assets$16,741
Open 2018 Filing

Operations Trend

Revenue Growth77th percentile

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

2018

Revenue$59,758
Expenses$54,552
Net Income$5,206
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 8, 2018
Return Version
2017v2.2
Gross Receipts
$59,758
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 spring fundraising fundraising.-$12,751
EXPENDITURES TO SUPPORT CIRRICULAR AND EXTRA CURRICULAR ACTIVITIES RELATED TO FALL FUNDRAISING FUNDRAISING-$11,428
OTHER EXPENDITURES TO SUPPORT EXTRA CURRICULAR AND CURRICULAR ACTIVITIES RELATED TO SANTA SHOP.-$5,804
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICKI SHAFTPresidentPT$0--
TANIA ARNETTVice President FundraisingPT$0--
MATT CANTRELLTreasurerPT$0--
TRACY LAMBVice President MembershipPT$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
Nicki Shaft
Title
President
Phone
8594204782
Signed
2018-10-08
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 463.”

Form 990EZ, Part I, Line 16

“Academic enhancement 3816.”

Form 990EZ, Part I, Line 16

“Archery team 200.”

Form 990EZ, Part I, Line 16

“Academic team 110.”

Form 990EZ, Part I, Line 16

“Fall Festival 5660.”

Form 990EZ, Part I, Line 16

“Spring Fundraiser 12751.”

Form 990EZ, Part I, Line 16

“Field Day 600.”

Form 990EZ, Part I, Line 16

“Field Trips 2835.”

Form 990EZ, Part I, Line 16

“Green Club 200.”

Form 990EZ, Part I, Line 16

“Hospitality 2177.”

Form 990EZ, Part I, Line 16

“Misc School Support 4746.”

Form 990EZ, Part I, Line 16

“Office Supplies 269.”

Form 990EZ, Part I, Line 16

“PTO Child Care 200.”

Form 990EZ, Part I, Line 16

“Santa Shop 5804.”

Form 990EZ, Part I, Line 16

“FRC 1000.”

Form 990EZ, Part I, Line 16

“Spirit Store 1127.”

Form 990EZ, Part I, Line 16

“Fall Fundraiser 11428.”

Form 990EZ, Part I, Line 16

“Taxes 550.”

Form 990EZ, Part I, Line 16

“Valentine Grams 601.”

Form 990EZ, Part I, Line 16

“Secretary of State 15.”

Raw XML Appendix172 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/BOYAmt011535
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016741
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05206
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011535
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016741
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt059758
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0673
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011535
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016741
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011535
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016741
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICKI SHAFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TANIA ARNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATT CANTRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY LAMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President Membership
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054552
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Elementary school Parent Teacher Organization PTO
IRS990EZ/ProgramServiceRevenueAmt059085
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Expenditures in support of fundraisers to support and enhance curricular and extra curricular activties at White Hall Elementary spring fundraising fundraising.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EXPENDITURES TO SUPPORT CIRRICULAR AND EXTRA CURRICULAR ACTIVITIES RELATED TO FALL FUNDRAISING FUNDRAISING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER EXPENDITURES TO SUPPORT EXTRA CURRICULAR AND CURRICULAR ACTIVITIES RELATED TO SANTA SHOP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012751
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111428
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25804
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054552
IRS990EZ/TotalProgramServiceExpensesAmt029983
IRS990EZ/TotalRevenueAmt059758
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059757
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt059757
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt059757
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059757
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt059757
IRS990ScheduleA/TotalSupportAmt059757
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt05th grade awards 463.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Academic enhancement 3816.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Archery team 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Academic team 110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fall Festival 5660.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Spring Fundraiser 12751.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Field Day 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Field Trips 2835.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Green Club 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Hospitality 2177.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Misc School Support 4746.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Office Supplies 269.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PTO Child Care 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Santa Shop 5804.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14FRC 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Spirit Store 1127.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Fall Fundraiser 11428.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Taxes 550.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Valentine Grams 601.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Secretary of State 15.
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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICKI SHAFT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08594204782
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-08
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/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.2.38.10
ReturnHeader/FilingSecurityInformation/IPDt02018-10-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:06:03
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/PreparationDt02018-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA C OVERALL CPA
ReturnHeader/ReturnTs02018-10-19T10:06:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,741
Liabilities
-
Net assets
$16,741
Revenue
$59,758
Expenses
$54,552
Net income
$5,206
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$44.1$44.1$58.5$57.8$0.66
2024Detailed filing. Detailed filing data is available for this year.$43.4$43.4$57.4$44.3$13.0
2023Detailed filing. Detailed filing data is available for this year.$30.4$30.4$53.8$38.3$15.5
2021Detailed filing. Detailed filing data is available for this year.$15.0$15.0$6.35$8.72$2.38
2020Detailed filing. Detailed filing data is available for this year.$17.4$17.4$25.2$18.5$6.69
2019Detailed filing. Detailed filing data is available for this year.$10.7$10.7$25.2$31.2$6.08
2018Detailed filing. Detailed filing data is available for this year.$16.7$16.7$59.8$54.6$5.21
2017Detailed filing. Detailed filing data is available for this year.$11.5$11.5$46.7$45.2$1.51
2016Summary only. Only limited summary data is available for this year.$10.0$0.00$54.5$60.0$5.51