Civic Intelligence

White Hall Elementary PTO Inc

990EZ • Fiscal year 2019 • EIN 87-0775874

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 25, 2019

Organization ProfileN/A
2166 Lexington RoadRichmond, KY 40475

(859) 625-6134

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

13th percentile

-36%

Faster asset growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-58%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,662

Down $6,079 (-36%) from 2018

Net Assets

Down

$10,662

Down $6,079 (-36%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$25,159

Down $34,599 (-58%) from 2018

Expenses

Down

$31,238

Down $23,314 (-43%) from 2018

Net Income

Down

-$6,079

Down $11,285 (-217%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2019

Assets$10,662
Liabilities-
Net Assets$10,662
Open 2019 Filing

Operations Trend

Revenue Growth8th 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

2019

Revenue$25,159
Expenses$31,238
Net Income-$6,079
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 25, 2019
Return Version
2018v3.1
Gross Receipts
$25,159
Mission and Program Overview

Mission

Elementary school Parent Teacher Organization PTO

Program Services

DescriptionGrantsExpenses
Expenditures in support of fundraisers to support and enhance curricularand extra curricular activties at White Hall Elementaryspring fundraising fundraising.$0$8,391
Expenditures to support cirricular and extra curricularactivities related to spirit card fundraising$0$4,914
Other expenditures to support extra curricular andcurricular activities related to Santa Shop.$0$4,166
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy LambPresidentPT$0--
Heather BishopVice President FundraisingPT$0--
Matt CantrellTreasurerPT$0--
Kim BrumbaughSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
White Hall Elementary PTO Inc
EIN
87-0775874
Phone
8596256134
Address
2166 Lexington Road, Richmond, KY 40475

Signing Officer

Name
Tracy Lamb
Title
President
Phone
8596256134
Signed
2019-09-25
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 715.”

Form 990EZ, Part I, Line 16

“Insurance 614.”

Form 990EZ, Part I, Line 16

“Misc school support 2335.”

Form 990EZ, Part I, Line 16

“Academic team 128.”

Form 990EZ, Part I, Line 16

“Office supplies 180.”

Form 990EZ, Part I, Line 16

“Spring Fundraiser 8391.”

Form 990EZ, Part I, Line 16

“Field Day 502.”

Form 990EZ, Part I, Line 16

“Field Trips 1780.”

Form 990EZ, Part I, Line 16

“Green Club 200.”

Form 990EZ, Part I, Line 16

“Hospitality 1740.”

Form 990EZ, Part I, Line 16

“PTO child care 320.”

Form 990EZ, Part I, Line 16

“Santa shop 4166.”

Form 990EZ, Part I, Line 16

“Special education 276.”

Form 990EZ, Part I, Line 16

“Spirit cards 4914.”

Form 990EZ, Part I, Line 16

“Spirit store 3691.”

Form 990EZ, Part I, Line 16

“Boo grams 390.”

Form 990EZ, Part I, Line 16

“Valentine grams 346.”

Raw XML Appendix186 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/BOYAmt016741
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010662
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6079
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016741
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010662
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt025159
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0350
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016741
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010662
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016741
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010662
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tracy Lamb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Heather Bishop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Matt Cantrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kim Brumbaugh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030688
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Elementary school Parent Teacher Organization PTO
IRS990EZ/ProgramServiceRevenueAmt024809
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Expenditures in support of fundraisers to support and enhance curricularand extra curricular activties at White Hall Elementaryspring fundraising fundraising.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Expenditures to support cirricular and extra curricularactivities related to spirit card fundraising
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Other expenditures to support extra curricular andcurricular activities related to Santa Shop.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08391
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14914
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24166
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031238
IRS990EZ/TotalProgramServiceExpensesAmt017471
IRS990EZ/TotalRevenueAmt025159
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059757
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt059757
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt059757
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059757
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt059757
IRS990ScheduleA/TotalSupportAmt059757
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt05th grade awards 715.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 614.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Misc school support 2335.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Academic team 128.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office supplies 180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Spring Fundraiser 8391.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Field Day 502.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Field Trips 1780.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Green Club 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Hospitality 1740.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PTO child care 320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Santa shop 4166.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Special education 276.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Spirit cards 4914.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Spirit store 3691.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Boo grams 390.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Valentine grams 346.
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
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracy Lamb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08596256134
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0White Hall Elementary PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0870775874
ReturnHeader/Filer/PhoneNum08596256134
ReturnHeader/Filer/USAddress/AddressLine1Txt02166 Lexington Road
ReturnHeader/Filer/USAddress/CityNm0Richmond
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040475
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02B6DE5B536209A9EA243B82885ACBB1CD93F5A02
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B6DE5B536209A9EA243B82885ACBB1CD93F5A02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.2.38.10
ReturnHeader/FilingSecurityInformation/IPDt02019-10-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:52:03
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/PreparationDt02019-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dana C Overall CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-15T07:52:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,662
Liabilities
-
Net assets
$10,662
Revenue
$25,159
Expenses
$31,238
Net income
-$6,079
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