Civic Intelligence

West Clay Elementary School PTO

990EZ • Fiscal year 2015 • EIN 20-4495276

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 04, 2015

3495 W 126th StreetCarmel, IN 46032

(317) 733-6500

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

35th percentile

-2.3%

Higher net margin than 35% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

49th percentile

0.9%

Faster asset growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$65,388

Up $579 (+0.9%) from 2014

Net Assets

$65,388

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$63,616

Up $14,566 (+30%) from 2014

Expenses

Up

$65,103

Up $28,040 (+76%) from 2014

Net Income

Down

-$1,487

Down $13,474 (-112%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $44,348Liabilities 2012: $02012Assets 2013: $52,822Liabilities 2013: $02013Assets 2014: $64,809Liabilities 2014: $02014Assets 2015: $65,388Net Assets 2015: $65,3882015Assets 2016: $54,302Net Assets 2016: $54,3022016Assets 2017: $74,731Net Assets 2017: $74,7312017Assets 2018: $89,234Net Assets 2018: $89,2342018Assets 2019: $109,272Net Assets 2019: $109,2722019Assets 2020: $111,588Net Assets 2020: $113,2722020Assets 2021: $122,679Net Assets 2021: $122,6792021Assets 2022: $118,627Net Assets 2022: $118,6272022Assets 2023: $125,845Net Assets 2023: $125,8452023Assets 2024: $122,171Net Assets 2024: $122,1712024Assets 2025: $129,252Net Assets 2025: $129,2522025

Highlighted filing

2015

Assets$65,388
Liabilities-
Net Assets$65,388

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $48,679Expenses 2012: $40,324Net Income 2012: $8,3552012Revenue 2013: $55,697Expenses 2013: $47,223Net Income 2013: $8,4742013Revenue 2014: $49,050Expenses 2014: $37,063Net Income 2014: $11,9872014Revenue 2015: $63,616Expenses 2015: $65,103Net Income 2015: -$1,4872015Revenue 2016: $53,683Expenses 2016: $64,769Net Income 2016: -$11,0862016Revenue 2017: $85,005Expenses 2017: $64,576Net Income 2017: $20,4292017Revenue 2018: $71,252Expenses 2018: $56,749Net Income 2018: $14,5032018Revenue 2019: $92,274Expenses 2019: $69,532Net Income 2019: $22,7422019Revenue 2020: $45,498Expenses 2020: $43,182Net Income 2020: $2,3162020Revenue 2021: $49,796Expenses 2021: $40,391Net Income 2021: $9,4052021Revenue 2022: $84,441Expenses 2022: $74,524Net Income 2022: $9,9172022Revenue 2023: $82,390Expenses 2023: $75,172Net Income 2023: $7,2182023Revenue 2024: $95,967Expenses 2024: $98,677Net Income 2024: -$2,7102024Revenue 2025: $123,747Expenses 2025: $116,666Net Income 2025: $7,0812025

Highlighted filing

2015

Revenue$63,616
Expenses$65,103
Net Income-$1,487
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 4, 2015
Return Version
2014v5.0
Gross Receipts
$94,308
Mission and Program Overview

Mission

Extend programming at West Clay Elementary School

Program Services

DescriptionGrantsExpenses
PTO SPECIAL PROMOTING TECHNOLOGY IN THE CLASSROOM-$18,574
CLASSROOM AND SCHOOL CURRICULUM ENHANCEMENTS-$11,438
PROVIDE LIBRARY MEDIA PROGRAMMING AND ENHANCEMENTS-$6,653
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY OKAMOTOPresidentPT$0--
KIM KELEHERAssistant PresidentPT$0--
DEB KAUFFMANTreasurerPT$0--
KURSTEN BLANCHARDAssistant TreasurerPT$0--
JEN BLAKESecretaryPT$0--
ANGELIA THORPESecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$12,034$12,034$1,859$10,175
Fam Fun Night$11,802$11,802$4,768$7,034
Total Events$50,932$50,932$28,621$22,311
Filing and Contact Details

Filer

Filer Name
West Clay Elementary School PTO
EIN
20-4495276
Phone
3177336500
Address
3495 W 126th Street, Carmel, IN 46032

Signing Officer

Name
Kursten Blanchard
Title
Treasurer
Phone
3177336500
Signed
2015-11-04
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 8

Birthday books 1896. Art to remember 4285. Math pentathlon 680. Other misc. 65. School pictures 4352. Yearbook 426.

Form 990EZ, Part I, Line 16

Curriculum 12340. Library media 6653. Misc. Art2remember, paypal, school pics, bowls, yearbook 4716. Pto administrative 465. Hospitality 2718. Non-budgeted audio visual enrichment 2098. Pastries with parents 1138. Pto special - technology enrichment 18574. Assistant principal funds 757. Guidance counselor funds 949. Intervention 26. Principal funds 1867. Staff conferences 1550. Substitute teacher funds 790. Teacher classroom funds 5499. School sponsored functs & projects 4963.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BIRTHDAY BOOKS 1896. ART TO REMEMBER 4285. MATH PENTATHLON 680. OTHER MISC. 65. SCHOOL PICTURES 4352. YEARBOOK 426.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CURRICULUM 12340. LIBRARY MEDIA 6653. MISC. ART2REMEMBER, PAYPAL, SCHOOL PICS, BOWLS, YEARBOOK 4716. PTO ADMINISTRATIVE 465. HOSPITALITY 2718. NON-BUDGETED AUDIO VISUAL ENRICHMENT 2098. PASTRIES WITH PARENTS 1138. PTO SPECIAL - TECHNOLOGY ENRICHMENT 18574. ASSISTANT PRINCIPAL FUNDS 757. GUIDANCE COUNSELOR FUNDS 949. INTERVENTION 26. PRINCIPAL FUNDS 1867. STAFF CONFERENCES 1550. SUBSTITUTE TEACHER FUNDS 790. TEACHER CLASSROOM FUNDS 5499. SCHOOL SPONSORED FUNCTS & PROJECTS 4963.
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ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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