Harpeth Valley P T O is a 501(c)(3) organization based in Nashville, Tennessee, registered in 2004, with $108,778 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$109K
▼ 13.0% vs prior year
Education median: $200K
Expenses (FY2024)
$100K
Net assets
$133K
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Harpeth Valley P T O— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Harpeth Valley P T O: 16 mo reserves · +8% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Harpeth Valley P T O— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Harpeth Valley P T O: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $66K (FY2011) to $109K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
8.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$133K
Net assets
$133K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $108,778▼13.0% | $100,059▲45.8% | $132,849▲7.0% | $132,849▲7.0% | 990EZ |
| 2023 | $124,963▲88.8% | $68,631▲22.5% | $124,130▲83.1% | $124,130▲83.1% | 990EZ |
| 2022 | $66,205▲51.4% | $56,026▲54.9% | $67,797▼0.7% | $67,797▼0.7% | 990EZ |
| 2021 | $43,723▼60.7% | $36,166▼73.0% | $68,281▼25.5% | $68,281▼25.5% | 990EZ |
| 2018 | $111,161▼7.6% | $134,152▲35.5% | $91,706▼20.0% | $91,706▼20.0% | 990EZ |
| 2017 | $120,322▲29.3% | $99,022▲25.0% | $114,638▲26.2% | $114,638▲26.2% | 990EZ |
| 2016 | $93,029▼1.6% | $79,243▼18.3% | $90,820▼3.1% | $90,820▼3.1% | 990EZ |
| 2015 | $94,522▲28.7% | $96,964▼6.7% | $93,738▼2.5% | $93,738▼2.5% | 990EZ |
| 2014 | $73,425▲9.7% | $103,963▲40.0% | $96,180▼24.1% | $96,180▼24.1% | 990EZ |
| 2013 | $66,906▼5.3% | $74,273▲14.5% | $126,718▼5.5% | $126,718▼5.5% | 990EZ |
| 2012 | $70,634▲6.9% | $64,853▲11.2% | $134,085▲12.1% | $134,085▲12.1% | 990EZ |
| 2011 | $66,099 | $58,304 | $119,593 | $119,593 | 990EZ |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
4 grants to Harpeth Valley P T O totaling $35K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2024 | $5,000 |
| Donor Advised Charitable Giving | Education | 2020 | $10,000 |
| Donor Advised Charitable Giving | Education | 2020 | $10,000 |
| Donor Advised Charitable Giving | Education | 2017 | $10,000 |
Explore more
Data for Harpeth Valley P T O (EIN 58-1485373) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.