Civic Intelligence

Morrish and Elms Rd Elementary PTO Inc

990EZ • Fiscal year 2023 • EIN 11-3780143

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 12, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

20th percentile

-20%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

$14,830

No earlier filing loaded for comparison.

Net Assets

$14,830

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin20th percentile

Revenue

$44,729

No earlier filing loaded for comparison.

Expenses

$53,539

No earlier filing loaded for comparison.

Net Income

-$8,810

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2023

Assets$14,830
Liabilities$0
Net Assets$14,830
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$44,729
Expenses$53,539
Net Income-$8,810
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 12, 2023
Return Version
2022v5.0
Gross Receipts
$62,331
Mission and Program Overview

Mission

To support students, parents and teachers

To support studentsparents and teachers

Program Services

DescriptionGrantsExpenses
BOOK FAIR. FACILITATING SCHOOL WIDE BOOK SALE FOR THE BENEFIT OF RECIEVEING CREDITS FOR THE SCHOOLS TO ORDER BOOKS AT NO COST.-$16,668
ORGANIZE AND FUND MULTIPLE FIELD TRIPS FOR ALL GRADE LEVELS AT EACH SCHOOL.-$11,602
GOODIES WITH GROWN UPS. FACILITATING AN EVENT FOR STUDENTS AND PARENTS/FAMILY/OTHER TO COME TOGETHER AT THE SCHOOLS.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAQUELINE HALLPresident-$0--
REBECCA ASAROVice President-$0--
MIRANDA LANGTreasurer-$0--
MARIE OVSENIKSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundr$16,895$16,895$423$16,472
Book Sale$16,646$16,646$16,668$-22
Total Events$42,951$42,951$17,901$25,050
Filing and Contact Details

Filer

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

Signing Officer

Name
Jaqueline Hall
Title
President
Phone
8102874255
Signed
2023-09-12
Discuss with paid preparer
No

Preparer

Firm
Paragon Financial Services LLC
Address
1309 S Linden Rd Suite D, Flint, MI 48532
Preparer
James R Bentley
Phone
8104104077
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description Amount5TH GRADE CELEBRATION 1,649BANK FEES 452BLUEBERRY AMBASSADORS 4,267BUSING 5,002CLASSROOM REIMBURSMENT 8,025FAMILY FUN NIGHTS 984FIELD TRIPS 11,602FLOAT 61FUN FRIDAY SUPPLIES 6,185LITTLE FREE LIBRARY 55CHILDCARE 225MISC 111MORRISH PLAYGROUND 10,000OFFICE SUPPLIES 116STAFF APPRECIATION 4,561STAFF SHIRTS 244”

Raw XML Appendix159 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/PersonNm0JAQUELINE 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/BOYAmt023640
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014830
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019380
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8810
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt042951
IRS990EZ/GrossReceiptsAmt062331
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023640
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014830
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023640
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014830
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/PersonNm0JAQUELINE 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/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt053539
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT STUDENTSPARENTS AND TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZE AND FUND MULTIPLE FIELD TRIPS FOR ALL GRADE LEVELS AT EACH SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GOODIES WITH GROWN UPS. FACILITATING AN EVENT FOR STUDENTS AND PARENTS/FAMILY/OTHER TO COME TOGETHER AT THE SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2BOOK FAIR. FACILITATING SCHOOL WIDE BOOK SALE FOR THE BENEFIT OF RECIEVEING CREDITS FOR THE SCHOOLS TO ORDER BOOKS AT NO COST.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011602
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116668
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017602
IRS990EZ/SpecialEventsNetIncomeLossAmt025349
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053539
IRS990EZ/TotalProgramServiceExpensesAmt028270
IRS990EZ/TotalRevenueAmt044729
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019380
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt042951
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt042951
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt062331
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062331
IRS990ScheduleA/Total509Grp/TotalAmt062331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt062331
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017901
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016895
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016646
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042951
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016895
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016646
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042951
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025050
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0810
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017901
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0423
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016668
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description Amount5TH GRADE CELEBRATION 1,649BANK FEES 452BLUEBERRY AMBASSADORS 4,267BUSING 5,002CLASSROOM REIMBURSMENT 8,025FAMILY FUN NIGHTS 984FIELD TRIPS 11,602FLOAT 61FUN FRIDAY SUPPLIES 6,185LITTLE FREE LIBRARY 55CHILDCARE 225MISC 111MORRISH PLAYGROUND 10,000OFFICE SUPPLIES 116STAFF APPRECIATION 4,561STAFF SHIRTS 244
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAQUELINE HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08102874255
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRISH AND ELMS RD ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0113780143
ReturnHeader/Filer/USAddress/AddressLine1Txt03259 ELMS RD
ReturnHeader/Filer/USAddress/CityNm0SWARTZ CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048473
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464593135
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Paragon Financial Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01309 S Linden Rd Suite D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Flint
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048532
ReturnHeader/PreparerPersonGrp/PhoneNum08104104077
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James R Bentley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-03T10:48:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAQUELINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALL
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,830
Liabilities
$0
Net assets
$14,830
Revenue
$44,729
Expenses
$53,539
Net income
-$8,810
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