Civic Intelligence

Westfield Intermediate-Middle School PTO Inc.

990EZ • Fiscal year 2024 • EIN 20-1227890

Aug 01, 2023 to Jun 30, 2024 • Filed on Aug 31, 2024

Organization ProfileN/A
19500 Tomlinson RoadWestfield, IN 46074

(317) 654-3615

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

44th percentile

0.5%

Higher net margin than 44% 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

51st percentile

1.4%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

95th percentile

187%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$18,432

Up $251 (+1.4%) from 2023

Net Assets

Up

$18,432

Up $251 (+1.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Up

$37,723

Up $24,572 (+187%) from 2023

Expenses

Up

$37,549

Up $26,715 (+247%) from 2023

Net Income

Down

$174

Down $2,143 (-92%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$30K$20K$10K$0Assets 2010: $11,781Liabilities 2010: $02010Assets 2011: $17,297Liabilities 2011: $02011Assets 2012: $3,412Liabilities 2012: $02012Assets 2013: $10,489Liabilities 2013: $02013Assets 2014: $18,032Liabilities 2014: $02014Assets 2015: $13,990Liabilities 2015: $02015Assets 2016: $14,065Liabilities 2016: $02016Assets 2017: $5,811Net Assets 2017: $5,8112017Assets 2018: $9,196Net Assets 2018: $9,1962018Assets 2019: $2,036Net Assets 2019: $2,0362019Assets 2020: $13,452Net Assets 2020: $13,4522020Assets 2021: $13,894Net Assets 2021: $13,8942021Assets 2022: $23,026Net Assets 2022: $23,0262022Assets 2023: $18,181Net Assets 2023: $18,1812023Assets 2024: $18,432Net Assets 2024: $18,4322024Assets 2025: $24,127Net Assets 2025: $24,1272025

Highlighted filing

2024

Assets$18,432
Liabilities-
Net Assets$18,432
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $25,648Expenses 2010: $28,969Net Income 2010: -$3,3212010Revenue 2011: $30,430Expenses 2011: $24,914Net Income 2011: $5,5162011Revenue 2012: $26,744Expenses 2012: $40,629Net Income 2012: -$13,8852012Revenue 2013: $48,135Expenses 2013: $41,058Net Income 2013: $7,0772013Revenue 2014: $32,318Expenses 2014: $24,775Net Income 2014: $7,5432014Revenue 2015: $26,259Expenses 2015: $30,301Net Income 2015: -$4,0422015Revenue 2016: $28,124Expenses 2016: $28,049Net Income 2016: $752016Revenue 2017: $26,147Expenses 2017: $34,401Net Income 2017: -$8,2542017Revenue 2018: $27,561Expenses 2018: $24,176Net Income 2018: $3,3852018Revenue 2019: $25,500Expenses 2019: $32,660Net Income 2019: -$7,1602019Revenue 2020: $20,694Expenses 2020: $12,421Net Income 2020: $8,2732020Revenue 2021: $7,699Expenses 2021: $7,360Net Income 2021: $3392021Revenue 2022: $18,595Expenses 2022: $9,463Net Income 2022: $9,1322022Revenue 2023: $13,151Expenses 2023: $10,834Net Income 2023: $2,3172023Revenue 2024: $37,723Expenses 2024: $37,549Net Income 2024: $1742024Revenue 2025: $63,658Expenses 2025: $57,963Net Income 2025: $5,6952025

Highlighted filing

2024

Revenue$37,723
Expenses$37,549
Net Income$174
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jun 30, 2024
Signed
Aug 31, 2024
Return Version
2023v5.1
Gross Receipts
$39,500
Mission and Program Overview

Mission

Programs related to activities carried on for students and faculty of the Westfield Intermediate and Middle Schools.

Program Services

DescriptionGrantsExpenses
Activities for students and faculty at Westfield Intermediate School.-$19,400
Activities for students and faculty at Westfield Middle School.-$9,130
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ali HooverPresidentPT$0--
Justine McFallVice PresidentPT$0--
Erica WilkersonSecretaryPT$0--
Stacy WoodTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rock-A-Thon$34,400$34,400$1,777$32,623
Total Events$34,400$34,400$1,777$32,623
Filing and Contact Details

Filer

Filer Name
Westfield Intermediate-Middle School PTO
EIN
20-1227890
Phone
3176543615
Address
19500 Tomlinson Road, Westfield, IN 46074

Signing Officer

Name
Stacy Wood
Title
Treasurer
Signed
2024-08-31
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

“WIS Teacher Program Support $18364”

Other Expenses.2

“WMS Teacher Program Support $7790”

Other Expenses.3

“Joint Expenses $6570”

Other Expenses.4

“Administrative $2090”

Other Expenses.5

“WMS Hospitality $1340”

Other Expenses.6

“WIS Hospitality $1036”

Raw XML Appendix170 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/PhoneNum03176543615
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Westfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046074
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018181
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IRS990EZ/ContributionsGiftsGrantsEtcAmt03038
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0174
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0359
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt036462
IRS990EZ/GrossReceiptsAmt039500
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018181
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018432
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ali Hoover
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Justine McFall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Erica Wilkerson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stacy Wood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt077
IRS990EZ/OtherExpensesTotalAmt037190
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Programs related to activities carried on for students and faculty of the Westfield Intermediate and Middle Schools.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Activities for students and faculty at Westfield Intermediate School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Activities for students and faculty at Westfield Middle School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19130
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01777
IRS990EZ/SpecialEventsNetIncomeLossAmt034685
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037549
IRS990EZ/TotalProgramServiceExpensesAmt028530
IRS990EZ/TotalRevenueAmt037723
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03038
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043576
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036462
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0322
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt055199
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt098775
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013151
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018595
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07699
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019830
IRS990ScheduleA/Total509Grp/TotalAmt098775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07699
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019830
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt098775
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01777
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Rock-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034400
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032623
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01777
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WIS Teacher Program Support $18364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WMS Teacher Program Support $7790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Joint Expenses $6570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Administrative $2090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WMS Hospitality $1340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WIS Hospitality $1036
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stacy Wood
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Westfield Intermediate-Middle School PTO
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0201227890
ReturnHeader/Filer/PhoneNum03176543615
ReturnHeader/Filer/USAddress/AddressLine1Txt019500 Tomlinson Road
ReturnHeader/Filer/USAddress/CityNm0Westfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046074
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861286901
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/PreparerPersonNm0Timothy C Musholt
ReturnHeader/ReturnTs02024-08-31T10:02:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
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
$18,432
Liabilities
-
Net assets
$18,432
Revenue
$37,723
Expenses
$37,549
Net income
$174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.1$24.1$63.7$58.0$5.70
2024Detailed filing. Detailed filing data is available for this year.$18.4$18.4$37.7$37.5$0.17
2023Detailed filing. Detailed filing data is available for this year.$18.2$18.2$13.2$10.8$2.32
2022Detailed filing. Detailed filing data is available for this year.$23.0$23.0$18.6$9.46$9.13
2021Detailed filing. Detailed filing data is available for this year.$13.9$13.9$7.70$7.36$0.34
2020Detailed filing. Detailed filing data is available for this year.$13.5$13.5$20.7$12.4$8.27
2019Detailed filing. Detailed filing data is available for this year.$2.04$2.04$25.5$32.7$7.16
2018Detailed filing. Detailed filing data is available for this year.$9.20$9.20$27.6$24.2$3.39
2017Detailed filing. Detailed filing data is available for this year.$5.81$5.81$26.1$34.4$8.25
2016Summary only. Only limited summary data is available for this year.$14.1$0.00$28.1$28.0$0.08
2015Summary only. Only limited summary data is available for this year.$14.0$0.00$26.3$30.3$4.04
2014Summary only. Only limited summary data is available for this year.$18.0$0.00$32.3$24.8$7.54
2013Summary only. Only limited summary data is available for this year.$10.5$0.00$48.1$41.1$7.08
2012Summary only. Only limited summary data is available for this year.$3.41$0.00$26.7$40.6$13.9
2011Summary only. Only limited summary data is available for this year.$17.3$0.00$30.4$24.9$5.52
2010Summary only. Only limited summary data is available for this year.$11.8$0.00$25.6$29.0$3.32