Civic Intelligence

Creekside Middle School PTO

990EZ • Fiscal year 2017 • EIN 20-0401758

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 01, 2017

3525 W 126th StreetCarmel, IN 46032

(317) 733-6420

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

91st percentile

97%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

9.9%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$26,305

Up $12,978 (+97%) from 2016

Net Assets

$26,305

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$48,166

Up $4,320 (+9.9%) from 2016

Expenses

Down

$35,188

Down $6,796 (-16%) from 2016

Net Income

Up

$12,978

Up $11,116 (+597%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $17,390Liabilities 2011: $02011Assets 2012: $16,459Liabilities 2012: $02012Assets 2013: $25,785Liabilities 2013: $02013Assets 2014: $31,009Liabilities 2014: $02014Assets 2015: $11,465Liabilities 2015: $02015Assets 2016: $13,327Liabilities 2016: $02016Assets 2017: $26,305Net Assets 2017: $26,3052017Assets 2018: $34,532Net Assets 2018: $34,5322018Assets 2019: $39,601Liabilities 2019: $02019Assets 2020: $52,347Net Assets 2020: $52,3472020Assets 2021: $43,856Net Assets 2021: $43,8562021Assets 2022: $32,763Liabilities 2022: $02022Assets 2023: $32,926Net Assets 2023: $32,9262023Assets 2024: $37,954Liabilities 2024: $02024Assets 2025: $32,433Net Assets 2025: $32,4332025

Highlighted filing

2017

Assets$26,305
Liabilities-
Net Assets$26,305

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $42,634Expenses 2011: $60,404Net Income 2011: -$17,7702011Revenue 2012: $36,489Expenses 2012: $37,420Net Income 2012: -$9312012Revenue 2013: $49,288Expenses 2013: $50,286Net Income 2013: -$9982013Revenue 2014: $49,249Expenses 2014: $56,216Net Income 2014: -$6,9672014Revenue 2015: $43,491Expenses 2015: $63,035Net Income 2015: -$19,5442015Revenue 2016: $43,846Expenses 2016: $41,984Net Income 2016: $1,8622016Revenue 2017: $48,166Expenses 2017: $35,188Net Income 2017: $12,9782017Revenue 2018: $40,586Expenses 2018: $32,359Net Income 2018: $8,2272018Revenue 2019: $40,109Expenses 2019: $36,722Net Income 2019: $3,3872019Revenue 2020: $39,625Expenses 2020: $26,986Net Income 2020: $12,6392020Revenue 2021: $34,448Expenses 2021: $42,963Net Income 2021: -$8,5152021Revenue 2022: $26,224Expenses 2022: $32,626Net Income 2022: -$6,4022022Revenue 2023: $42,444Expenses 2023: $42,281Net Income 2023: $1632023Revenue 2024: $39,717Expenses 2024: $34,689Net Income 2024: $5,0282024Revenue 2025: $40,769Expenses 2025: $46,290Net Income 2025: -$5,5212025

Highlighted filing

2017

Revenue$48,166
Expenses$35,188
Net Income$12,978
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 1, 2017
Return Version
2016v3.0
Gross Receipts
$59,908
Mission and Program Overview

Mission

Enrich educational activities, experiences and eductional programs for students.

Program Services

DescriptionGrantsExpenses
TEAM SUPPORT,STUDENT ACTIVITIES AND STUDY HALL-$12,934
CURRICULUM SUPPORT AND HOSPITALITY-$8,151
UNIFIED ARTS (ART, MUSIC, WELLNESS, LANGUAGES)-$7,949
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRISHA MULLIGANPresidentPT$0--
TIA WALKERVice President-$0--
KIM KENNEYTreasurerPT$0--
KAT DAUGHERTYAssistant Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Red Apple$31,412$31,412$7,326$24,086
Book Fair$10,275$10,275$9,499$776
Total Events$41,687$41,687$16,825$24,862
Filing and Contact Details

Filer

Filer Name
Creekside Middle School PTO
EIN
20-0401758
Phone
3177336420
Address
3525 W 126th Street, Carmel, IN 46032

Signing Officer

Name
Kim Kenney
Title
Treasurer
Phone
3177336420
Signed
2017-10-01

Preparer

Firm
CPAWerkscom LLC
Address
18048 Sanibel Circle, Westfield, IN 46062
Preparer
Timothy C Musholt
Phone
3174649846
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Curriculum Enhancements 2993.

Form 990EZ, Part I, Line 16

Student Staff Hospitality 5158.

Form 990EZ, Part I, Line 16

Professional Development - PTO Support 3551.

Form 990EZ, Part I, Line 16

Discretionary Spend 1113.

Form 990EZ, Part I, Line 16

After School Study Hall 5380.

Form 990EZ, Part I, Line 16

Memorial Gifts 600.

Form 990EZ, Part I, Line 16

Student Activities 3322.

Form 990EZ, Part I, Line 16

Team Support 4232.

Form 990EZ, Part I, Line 16

Unified Arts 7949.

Raw XML Appendix180 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/PersonNm0KIM KENNEY
IRS990EZ/BooksInCareOfDetail/PhoneNum03177336420
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03525 W 126th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carmel
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046032
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013327
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026305
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01414
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012978
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0382
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013327
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026305
IRS990EZ/FundraisingGrossIncomeAmt041613
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt059908
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016881
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013327
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026305
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013327
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026305
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRISHA MULLIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIA WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM KENNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAT DAUGHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Assistant Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034298
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enrich educational activities, experiences and eductional programs for students.
IRS990EZ/PrintingPublicationsPostageAmt0508
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UNIFIED ARTS (ART, MUSIC, WELLNESS, LANGUAGES)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEAM SUPPORT,STUDENT ACTIVITIES AND STUDY HALL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CURRICULUM SUPPORT AND HOSPITALITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07949
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112934
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28151
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011742
IRS990EZ/SpecialEventsNetIncomeLossAmt029871
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035188
IRS990EZ/TotalProgramServiceExpensesAmt029034
IRS990EZ/TotalRevenueAmt048166
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016881
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012447
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013873
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt070046
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040828
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026674
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030086
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0164705
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0234751
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057709
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043281
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043926
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049288
IRS990ScheduleA/Total509Grp/TotalAmt0234751
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0234751
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016825
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Red Apple
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041687
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041687
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024862
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016825
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07326
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Curriculum Enhancements 2993.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Staff Hospitality 5158.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Professional Development - PTO Support 3551.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Discretionary Spend 1113.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4After School Study Hall 5380.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Memorial Gifts 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Student Activities 3322.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Team Support 4232.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Unified Arts 7949.
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
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM KENNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03177336420
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Creekside Middle School PTO
ReturnHeader/Filer/BusinessNameControlTxt0CREE
ReturnHeader/Filer/EIN0200401758
ReturnHeader/Filer/PhoneNum03177336420
ReturnHeader/Filer/USAddress/AddressLine1Txt03525 W 126th Street
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046032
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C778258275508D79DE295B62003A503D71D94F39
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C778258275508D79DE295B62003A503D71D94F39
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.220.186.127
ReturnHeader/FilingSecurityInformation/IPDt02017-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:46:49
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPAWerkscom LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018048 Sanibel Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046062
ReturnHeader/PreparerPersonGrp/PhoneNum03174649846
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY C MUSHOLT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-08T16:46:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.4$32.4$40.8$46.3$5.52
2024Summary only. Only limited summary data is available for this year.$38.0$0.00$39.7$34.7$5.03
2023Detailed filing. Detailed filing data is available for this year.$32.9$32.9$42.4$42.3$0.16
2022Summary only. Only limited summary data is available for this year.$32.8$0.00$26.2$32.6$6.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.9$43.9$34.4$43.0$8.52
2020Detailed filing. Detailed filing data is available for this year.$52.3$52.3$39.6$27.0$12.6
2019Summary only. Only limited summary data is available for this year.$39.6$0.00$40.1$36.7$3.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.5$34.5$40.6$32.4$8.23
2017Detailed filing. Detailed filing data is available for this year.$26.3$26.3$48.2$35.2$13.0
2016Summary only. Only limited summary data is available for this year.$13.3$0.00$43.8$42.0$1.86
2015Summary only. Only limited summary data is available for this year.$11.5$0.00$43.5$63.0$19.5
2014Summary only. Only limited summary data is available for this year.$31.0$0.00$49.2$56.2$6.97
2013Summary only. Only limited summary data is available for this year.$25.8$0.00$49.3$50.3$1.00
2012Summary only. Only limited summary data is available for this year.$16.5$0.00$36.5$37.4$0.93
2011Summary only. Only limited summary data is available for this year.$17.4$0.00$42.6$60.4$17.8