Civic Intelligence

Morrish and Elms Rd Elementary PTO Inc

990EZ • Fiscal year 2024 • EIN 11-3780143

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 26, 2024

Organization ProfileN/A
3259 Elms RdSwartz Creek, MI 48473

(810) 287-4255

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

40th percentile

-0.6%

Higher net margin than 40% 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

42nd percentile

-2.9%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

86th percentile

63%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$14,402

Down $428 (-2.9%) from 2023

Net Assets

Down

$14,402

Down $428 (-2.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin40th percentile

Revenue

Up

$73,042

Up $28,313 (+63%) from 2023

Expenses

Up

$73,470

Up $19,931 (+37%) from 2023

Net Income

Up

-$428

Up $8,382 (+95%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2024

Assets$14,402
Liabilities$0
Net Assets$14,402
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$73,042
Expenses$73,470
Net Income-$428
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 26, 2024
Return Version
2023v5.1
Gross Receipts
$73,042
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
Top Officer Pay79th percentile

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
2024-07-26

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 690.”

Form 990EZ, Part I, Line 16

“BANK FEES 115.”

Form 990EZ, Part I, Line 16

“Blueberry ambassadors donations 4136.”

Form 990EZ, Part I, Line 16

“BOOK FAIR PAYMENT 17773.”

Form 990EZ, Part I, Line 16

“BUSING 6772.”

Form 990EZ, Part I, Line 16

“Classroom reimbursement 4841.”

Form 990EZ, Part I, Line 16

“FAMILY FUN EVENTS 85.”

Form 990EZ, Part I, Line 16

“FIELD TRIPS 22871.”

Form 990EZ, Part I, Line 16

“FLOAT 30.”

Form 990EZ, Part I, Line 16

“Fun friday supplies 7222.”

Form 990EZ, Part I, Line 16

“Giving drive expense 2130.”

Form 990EZ, Part I, Line 16

“MEETING CHILDCARE 225.”

Form 990EZ, Part I, Line 16

“Miscellaneous expenses 327.”

Form 990EZ, Part I, Line 16

“PTO OFFICE SUPPLIES 53.”

Form 990EZ, Part I, Line 16

“SECRET SANTA SHOP 1156.”

Form 990EZ, Part I, Line 16

“Spring fundraiser expense 150.”

Form 990EZ, Part I, Line 16

“STAFF APPRECIATION 3593.”

Form 990EZ, Part I, Line 16

“STAFF SHIRTS 1301.”

Raw XML Appendix179 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/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/BOYAmt014830
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014402
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt073042
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-428
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014830
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014402
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt073042
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014830
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014402
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014830
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014402
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
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/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/OtherExpensesTotalAmt073470
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/TotalExpensesAmt073470
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt073042
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt073042
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt073042
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt073042
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073042
IRS990ScheduleA/Total509Grp/TotalAmt073042
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt073042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt05TH GRADE CELEBRATION 690.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES 115.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BLUEBERRY AMBASSADORS DONATIONS 4136.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK FAIR PAYMENT 17773.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BUSING 6772.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLASSROOM REIMBURSEMENT 4841.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FAMILY FUN EVENTS 85.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FIELD TRIPS 22871.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FLOAT 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FUN FRIDAY SUPPLIES 7222.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10GIVING DRIVE EXPENSE 2130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEETING CHILDCARE 225.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISCELLANEOUS EXPENSES 327.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PTO OFFICE SUPPLIES 53.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SECRET SANTA SHOP 1156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SPRING FUNDRAISER EXPENSE 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16STAFF APPRECIATION 3593.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17STAFF SHIRTS 1301.
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
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELINE HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08102874255
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-26
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/PreparationDt02024-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tracie Strickland
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-27T06:39:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,402
Liabilities
$0
Net assets
$14,402
Revenue
$73,042
Expenses
$73,470
Net income
-$428
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$15.3$71.9$71.0$0.86
2024Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$73.0$73.5$0.43
2023Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$44.7$53.5$8.81