Civic Intelligence

Morrish and Elms Rd Elementary PTO

EIN 11-3780143 • 501(c)3 • Swartz Creek, MI

Profile

To support studentsparents and teachers

3259 Elms RdSwartz Creek, MI 48473

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

49th percentile

1.2%

Higher net margin than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

-1.6%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$0

Down $14,402 (-100%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$15,260

Up $858 (+6.0%) from 2024

Revenue

Down

$71,904

Down $1,138 (-1.6%) from 2024

Expenses

Down

$71,046

Down $2,424 (-3.3%) from 2024

Net Income

Up

$858

Up $1,286 (+300%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2023: $14,830Liabilities 2023: $0Net Assets 2023: $14,8302023Assets 2024: $14,402Liabilities 2024: $0Net Assets 2024: $14,4022024Assets 2025: $0Net Assets 2025: $15,2602025

Highlighted filing

2025

Assets$0
Liabilities-
Net Assets$15,260

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2023: $44,729Expenses 2023: $53,539Net Income 2023: -$8,8102023Revenue 2024: $73,042Expenses 2024: $73,470Net Income 2024: -$4282024Revenue 2025: $71,904Expenses 2025: $71,046Net Income 2025: $8582025

Highlighted filing

2025

Revenue$71,904
Expenses$71,046
Net Income$858

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 22, 2025
Return Version
2024v5.2
Gross Receipts
$71,904
Mission and Program Overview

Mission

To support students, parents and teachers

Program Services

DescriptionGrantsExpenses
ORGANIZE AND FUND MULTIPLE TRIPS FOR ALL GRADE LEVELS$0$0
GOODIES WITH GROWN UPS. FACILITATING AN EVENT FOR STUDENTSAND PARENTS/FAMILY/OTHER TO COME TOGETHER AT SCHOOLS$0$0
BOOK FAIR. FACILITATING SCHOOL WIDE BOOK SALE FOR THEBENEFIT OF RECEIVING CREDITS FOR SCHOOLS TO ORDERBOOKS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELINE HALLPresident-$0--
REBECCA ASAROVice President-$0--
MIRANDA LANGTreasurer-$0--
MARIE OVSENIKSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Morrish and Elms Rd Elementary Pto
EIN
11-3780143
Phone
8102874255
Address
3259 ELMS RD, SWARTZ CREEK, MI 48473

Signing Officer

Name
Jacqueline Hall
Title
President
Phone
8102874255
Signed
2025-07-22

Preparer

Firm
Hatfield Tax and Accounting Services
Address
9052 LUEA LANE, SWARTZ CREEK, MI 48473
Preparer
Tracie Strickland
Phone
8106306950
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

5th grade celebration 7180.

Form 990EZ, Part I, Line 16

BANK FEES 123.

Form 990EZ, Part I, Line 16

Blueberry ambassadors donations 4030.

Form 990EZ, Part I, Line 16

BOOK FAIR PAYMENT 17572.

Form 990EZ, Part I, Line 16

BUSING 1139.

Form 990EZ, Part I, Line 16

Classroom reimbursement 4400.

Form 990EZ, Part I, Line 16

FAMILY FUN EVENTS 600.

Form 990EZ, Part I, Line 16

FIELD TRIPS 6620.

Form 990EZ, Part I, Line 16

FLOAT 36.

Form 990EZ, Part I, Line 16

Fun friday supplies 5797.

Form 990EZ, Part I, Line 16

Giving drive expense 528.

Form 990EZ, Part I, Line 16

MEETING CHILDCARE 225.

Form 990EZ, Part I, Line 16

Miscellaneous expenses 1250.

Form 990EZ, Part I, Line 16

PTO OFFICE SUPPLIES 78.

Form 990EZ, Part I, Line 16

SECRET SANTA SHOP 721.

Form 990EZ, Part I, Line 16

Sock fundraiser expense 2698.

Form 990EZ, Part I, Line 16

STAFF APPRECIATION 6685.

Form 990EZ, Part I, Line 16

STAFF SHIRTS 1238.

Form 990EZ, Part I, Line 16

4th grade field trips 9924.

Form 990EZ, Part I, Line 16

Morrish playground equipment 202.

Raw XML Appendix188 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JACQUELINE HALL
IRS990EZ/BooksInCareOfDetail/PhoneNum08102874255
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03259 ELMS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SWARTZ CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048473
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014402
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt071904
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0858
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014402
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACQUELINE HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REBECCA ASARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIRANDA LANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIE OVSENIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt071046
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT STUDENTS, PARENTS AND TEACHERS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZE AND FUND MULTIPLE TRIPS FOR ALL GRADE LEVELS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GOODIES WITH GROWN UPS. FACILITATING AN EVENT FOR STUDENTSAND PARENTS/FAMILY/OTHER TO COME TOGETHER AT SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2BOOK FAIR. FACILITATING SCHOOL WIDE BOOK SALE FOR THEBENEFIT OF RECEIVING CREDITS FOR SCHOOLS TO ORDERBOOKS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071046
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt071904
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073042
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt073043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt073043
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073042
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt073043
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt073043
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt05TH GRADE CELEBRATION 7180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES 123.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BLUEBERRY AMBASSADORS DONATIONS 4030.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK FAIR PAYMENT 17572.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BUSING 1139.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLASSROOM REIMBURSEMENT 4400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FAMILY FUN EVENTS 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FIELD TRIPS 6620.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FLOAT 36.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FUN FRIDAY SUPPLIES 5797.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10GIVING DRIVE EXPENSE 528.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEETING CHILDCARE 225.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISCELLANEOUS EXPENSES 1250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PTO OFFICE SUPPLIES 78.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SECRET SANTA SHOP 721.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SOCK FUNDRAISER EXPENSE 2698.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16STAFF APPRECIATION 6685.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17STAFF SHIRTS 1238.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt184TH GRADE FIELD TRIPS 9924.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19MORRISH PLAYGROUND EQUIPMENT 202.
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELINE HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08102874255
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRISH AND ELMS RD ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0113780143
ReturnHeader/Filer/PhoneNum08102874255
ReturnHeader/Filer/USAddress/AddressLine1Txt03259 ELMS RD
ReturnHeader/Filer/USAddress/CityNm0SWARTZ CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048473
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463487529
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HATFIELD TAX AND ACCOUNTING SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09052 LUEA LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SWARTZ CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048473
ReturnHeader/PreparerPersonGrp/PhoneNum08106306950
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tracie Strickland
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-22T15:34:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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