Civic Intelligence

White Hall Elementary PTO Inc

990EZ • Fiscal year 2024 • EIN 87-0775874

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 08, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

83rd percentile

43%

Faster asset growth than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

6.6%

Faster revenue growth than 55% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$43,427

Up $13,035 (+43%) from 2023

Net Assets

Up

$43,427

Up $13,035 (+43%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$57,370

Up $3,576 (+6.6%) from 2023

Expenses

Up

$44,335

Up $6,009 (+16%) from 2023

Net Income

Down

$13,035

Down $2,433 (-16%) from 2023

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

2024

Assets$43,427
Liabilities-
Net Assets$43,427

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

2024

Revenue$57,370
Expenses$44,335
Net Income$13,035
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 8, 2024
Return Version
2023v5.1
Gross Receipts
$57,370
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 Cards$0$9,142
Expenditures to support cirricular and extra curricularactivities related to Boosterthon$0$7,942
Other expenditures to support extra curricular andcurricular activities related to Lions Pride$0$4,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Regina LambPresidentPT$0--
Tina KahnSecretaryPT$0--
Heather BishopTreasurerPT$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
Heather Bishop
Title
Treasurer
Phone
8596256134
Signed
2024-10-08
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 768.

Form 990EZ, Part I, Line 16

Fall Festival 1587.

Form 990EZ, Part I, Line 16

Field Trips 2952.

Form 990EZ, Part I, Line 16

School Support 1905.

Form 990EZ, Part I, Line 16

Hospitality 2971.

Form 990EZ, Part I, Line 16

PTO Supplies 389.

Form 990EZ, Part I, Line 16

Boosterthon 7942.

Form 990EZ, Part I, Line 16

State Renewal 15.

Form 990EZ, Part I, Line 16

PTO Child Care 200.

Form 990EZ, Part I, Line 16

Santa Shop 3658.

Form 990EZ, Part I, Line 16

Literacy Nights

Form 990EZ, Part I, Line 16

Spirit Cards 9142.

Form 990EZ, Part I, Line 16

Yearbook 3231.

Form 990EZ, Part I, Line 16

Boo Grams 339.

Form 990EZ, Part I, Line 16

Valentine Grams 1153.

Form 990EZ, Part I, Line 16

Pemberton Fundraiser

Form 990EZ, Part I, Line 16

Field Day 750.

Form 990EZ, Part I, Line 16

Rounding 1.

Form 990EZ, Part I, Line 16

Fun Treat Days 2782.

Form 990EZ, Part I, Line 16

Lion Pride 4000.

Form 990EZ, Part I, Line 16

Muffins for Moms

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/BOYAmt030392
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043427
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013035
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030392
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043427
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt057370
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030392
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043427
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030392
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043427
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Regina Lamb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tina Kahn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Heather Bishop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043785
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Elementary school Parent Teacher Organization PTO
IRS990EZ/ProgramServiceRevenueAmt057370
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Expenditures in support of fundraisers to support and enhance curricularand extra curricular activties at White Hall ElementarySpirit Cards
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Expenditures to support cirricular and extra curricularactivities related to Boosterthon
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Other expenditures to support extra curricular andcurricular activities related to Lions Pride
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09142
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17942
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044335
IRS990EZ/TotalProgramServiceExpensesAmt021084
IRS990EZ/TotalRevenueAmt057370
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0220
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0667
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0667
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0220
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0420
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0667
IRS990ScheduleA/TotalSupportAmt0667
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt05th grade awards 768.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fall Festival 1587.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Field Trips 2952.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Support 1905.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Hospitality 2971.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTO Supplies 389.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Boosterthon 7942.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7State Renewal 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTO Child Care 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Santa Shop 3658.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Literacy Nights
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Spirit Cards 9142.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Yearbook 3231.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Boo Grams 339.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Valentine Grams 1153.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Pemberton Fundraiser
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Field Day 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Rounding 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Fun Treat Days 2782.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Lion Pride 4000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Muffins for Moms
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Heather Bishop
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08596256134
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-08
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455139759
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/PreparationDt02024-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dana C Overall CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-15T10:26:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings