Civic Intelligence

White Hall Elementary PTO Inc

990EZ • Fiscal year 2020 • EIN 87-0775874

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 07, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

83rd percentile

63%

Faster asset growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

0.2%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$17,355

Up $6,693 (+63%) from 2019

Net Assets

Up

$17,355

Up $6,693 (+63%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Up

$25,219

Up $60 (+0.2%) from 2019

Expenses

Down

$18,526

Down $12,712 (-41%) from 2019

Net Income

Up

$6,693

Up $12,772 (+210%) from 2019

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

2020

Assets$17,355
Liabilities-
Net Assets$17,355
Open 2020 Filing

Operations Trend

Revenue Growth65th 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

2020

Revenue$25,219
Expenses$18,526
Net Income$6,693
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 7, 2020
Return Version
2019v5.1
Gross Receipts
$25,219
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 ElementarySpirit card fundraising.$0$4,534
Expenditures to support cirricular and extra curricularactivities related to Santa Shop fundraising$0$3,236
Other expenditures to support extra curricular andcurricular activities related to Fall Festival.$0$2,744
Compensation and Service Providers
Top Officer Pay76th 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
2020-10-07
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 1825.”

Form 990EZ, Part I, Line 16

“Fall Festival 2744.”

Form 990EZ, Part I, Line 16

“Field Trips 1630.”

Form 990EZ, Part I, Line 16

“Green Club 200.”

Form 990EZ, Part I, Line 16

“Hospitality 1158.”

Form 990EZ, Part I, Line 16

“Insurance 639.”

Form 990EZ, Part I, Line 16

“Misc. School Support 193.”

Form 990EZ, Part I, Line 16

“Office Supplies 75.”

Form 990EZ, Part I, Line 16

“PTO Child Care 320.”

Form 990EZ, Part I, Line 16

“Santa Shop 3236.”

Form 990EZ, Part I, Line 16

“Library 517.”

Form 990EZ, Part I, Line 16

“Spirit Cards 4534.”

Form 990EZ, Part I, Line 16

“Spirit Store 35.”

Form 990EZ, Part I, Line 16

“Boo Grams 320.”

Form 990EZ, Part I, Line 16

“Valentine Grams 550.”

Raw XML Appendix184 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/BOYAmt010662
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017355
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0420
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06693
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010662
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017355
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt025219
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010662
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017355
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010662
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017355
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/OtherExpensesTotalAmt017976
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Elementary school Parent Teacher Organization PTO
IRS990EZ/ProgramServiceRevenueAmt024799
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Expenditures in support of fundraisers to support and enhance curricularand extra curricular activties at White Hall ElementarySpirit card fundraising.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Expenditures to support cirricular and extra curricularactivities related to Santa Shop fundraising
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Other expenditures to support extra curricular andcurricular activities related to Fall Festival.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04534
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13236
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22744
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018526
IRS990EZ/TotalProgramServiceExpensesAmt010514
IRS990EZ/TotalRevenueAmt025219
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059757
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt060177
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt060177
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059757
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt060177
IRS990ScheduleA/TotalSupportAmt060177
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt05th grade awards 1825.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fall Festival 2744.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Field Trips 1630.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Green Club 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Hospitality 1158.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 639.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Misc. School Support 193.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Office Supplies 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTO Child Care 320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Santa Shop 3236.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Library 517.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Spirit Cards 4534.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Spirit Store 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Boo Grams 320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Valentine Grams 550.
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
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracy Lamb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08596256134
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-07
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/AtSubmissionCreationDeviceId0BFD395A634E9EDFF2E80C2F2A9F8F2BC8175B3CC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BFD395A634E9EDFF2E80C2F2A9F8F2BC8175B3CC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.238.191.144
ReturnHeader/FilingSecurityInformation/IPDt02020-10-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm005:59:04
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/PreparationDt02020-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dana C Overall CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-14T06:00:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,355
Liabilities
-
Net assets
$17,355
Revenue
$25,219
Expenses
$18,526
Net income
$6,693
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